Artificial Intelligence
We assume the AI threat to software engineers is simply an algorithm that can write Python ten times faster. The actual threat is when the algorithm realizes human programming languages are an incredibly inefficient bottleneck and invents its own.
Economy & Markets
We assume losing your job to a software program is a devastating career failure. In reality these tech workers hold equity packages that will skyrocket in value precisely because they were fired.
Meta
We assume the artificial intelligence race is just about building the biggest model possible. Meta just proved that centralizing brilliant talent and ruthlessly optimizing hardware efficiency is the true path to massive shareholder value.
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.
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.
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.
Artificial Intelligence
Investors believe dedicated artificial intelligence gadgets are the next great consumer frontier. The inevitable retail failure of these redundant devices will actually be the specific catalyst that pops the broader technology bubble.
Artificial Intelligence
The technology industry assumes the artificial intelligence race will be won by cloud software companies. Apple is quietly positioning its physical hardware and privacy ecosystem to capture the actual profits.
Meta
We think Meta is just a social feed where brands buy basic image advertisements. They are actually building an ecosystem where businesses can instantly generate custom applications using simple text prompts.
Productivity
Most people are blindly plugging their careers directly into the algorithmic machine just to survive. The only way to thrive in the artificial intelligence era is to become the anomaly that bends the software to your will.
Apple
The technology industry assumes the artificial intelligence race will be won by cloud software companies. Apple is quietly positioning its physical hardware and privacy ecosystem to capture the actual profits.