01Core

Big Tech is Big Spending + The Implications of Said Spending on the Intelligence Explosion

Agents are Coming - the next General Purpose Technologies

Predictions for the humanoid robot ("Synths" for short) market by 2035

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 investors over the next 10 years)

The most important factors driving investment returns over the next 10 years: [Regulation & Vortexes] (and how to profit from them)

When AGI?

The Synths are coming.

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 keyboard to a touchscreen

Generative AI and the shrinking time-gap between unrecognizable realities

1 billion new people, but no more mouths to feed. Yet another ChatGPT post.