Marketing
We assume artificial intelligence will just increase profit margins by eliminating expensive engineering roles. The reality is that corporations will immediately redirect those savings into aggressive marketing campaigns.
Productivity
We assume previous generations worked much harder than we do today. The reality is that technological leverage simply changed what actual labor looks like.
Personal
We assume career growth requires sending hundreds of outbound emails and applications. The reality is that the best professional opportunities now belong to those who engineer their own inbound discoverability.
Economy & Markets
We assume running for political office is just a civic duty. Vivek Ramaswamy proved that a presidential campaign is actually the cheapest and most effective investor relations strategy to skyrocket corporate growth.
Personal
We are taught to slowly climb the corporate ladder by taking tiny incremental steps. The most successful operators actually build their careers by aggressively hunting for binary bets where the upside is completely uncapped.
Robotics
Modern wars consume billions of dollars in critical minerals that are left to rust on the battlefield. The smartest defense contractors will soon build autonomous recycling fleets to harvest this debris and feed their own supply chains.
Drones
Retail investors assume they are locked out of the lucrative private drone delivery market. Savvy traders are actually buying the public semiconductor and retail monopolies secretly powering the entire Zipline logistics network.
Artificial Intelligence
We assume artificial general intelligence will be a unified and peaceful software ecosystem. The reality is that autonomous digital agents will aggressively fight each other for survival just like biological organisms.
Robotics
We assume humanoid robots are being built to assemble electric cars or fold our laundry. The true total addressable market is actually providing physical care for the wealthiest aging generation in human history.
Economy & Markets
Hardware executives believe consumers spend a thousand dollars upgrading their phones to access a slightly faster processing chip. People are actually just buying an expensive camera lens to maintain their social status on Instagram.
Economy & Markets
We assume the Canadian housing crisis only hurts renters and young families trying to buy a starter home. Skyrocketing rent is actually destroying the domestic retail economy by erasing all consumer disposable income.
Productivity
We think the next major leap in economic productivity will come from artificial intelligence software. The true catalyst for global growth is actually a new class of pharmaceutical drugs designed to permanently eliminate human fatigue.