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Predictions for the humanoid robot ("Synths" for short) market by 2035
Topic Summary: Why don’t we already have humanoid robots? How will the funding landscape evolve over the next ten years? How fast will production ramp…
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Ben Buchanan
1
The exponential growth of progress
An object in motion. Forecasting the path of an object in motion requires understanding physics: gravity, wind resistance, friction, acceleration. You…
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Ben Buchanan
Big Tech is the best way to play AI (and the best way to beat the returns of the S&P 500 and hence the vast majority of professional…
Don't overthink it
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Ben Buchanan
3
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How to beat the QQQs
 • Ben Buchanan
1
Facebook Deep Dive (Multi-Part Series)
 • Ben Buchanan
How big could the cloud get?
 • Ben Buchanan
Google has 9 products with over 1 billion users - how effectively is it monetizing those hours?
 • Ben Buchanan
5
Semiconductors Deep Dive (Part 1)
 • Ben Buchanan
2
1 billion new people, but no more mouths to feed. Yet another ChatGPT post.
 • Ben Buchanan
10
Agentic AI
I ran through a calculation in detail in a different post (The Exponential Growth of Progress) that estimated time spent farming in the year 1800 verse…
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Ben Buchanan
6
The most important factors driving investment returns over the next 10 years: [Regulation & Vortexes] (and how to profit from them)
There are two. First is the power dynamic between corporations and government. In the United States corporations are more powerful than government. When…
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Ben Buchanan
1
When AGI?
Peter Thiel once lamented: “We wanted flying cars and all we got was 140 characters”. His point was that true groundbreaking technological progress…
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Ben Buchanan
3
The Synths are coming.
For purposes of this post my definition of a “Synth” is a humanoid robot with at least the intellectual and emotional intelligence level of an average…
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Ben Buchanan
9
1 billion new people, but no more mouths to feed. Yet another ChatGPT post.
One way to think about technology is that it is a mechanism for lowering the cost of intelligence. Consider what it took to write a book in the 14th…
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Ben Buchanan
10
LLMs will result in Voice becoming a 4th component of the GUI. This will be a bigger improvement on UI than the switch from a Blackberry…
I’ve been Tweeting a lot lately and writing on Commonstock about how LLMs are going to turn voice into a 4th component of the “GUI”. GUI - which stands…
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Ben Buchanan
4
Generative AI and the shrinking time-gap between unrecognizable realities
The year is 2033… You slip on a VR headset that is light enough and comfortable enough to wear for extended periods of time. You don’t need an awkwardly…
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Ben Buchanan
4
01Core
01Core
Surfing decade long mega-trends and chronicling the journey. Trying to get rich and live forever.
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