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The Future

Some bets/predictions for the future.

AI

  • Infra layer wins first, then the final vision is a very user-friendly app
  • Time for work ↓, free time ↑
    • 3–4 day work weeks, <6 hour work days
    • People find real work-life balance, explore other interests
      • Hobbies become structured
      • Retreats. Meditation. Find more means for calm & meaning
      • Focussed communities develop

Capitalism

  • Gap between rich & poor ↑
    • Growing unrest, push for charity, socialism ↑
    • USA can lose its reserve currency status (WW3?)
  • Unique human skills and specific knowledge stand out. <1% get disproportionately rewarded.

Social Media

  • Authenticity beats AI replicability
    • Creators rise multi-fold in value as:
      • Free time ↑, people consume more content
      • Marketing for consumer products becomes founder or social media creator driven
      • High investment follows in creators and creator economy ancillaries
  • We see a social media creator in the 500 richest people
  • AI enables unlimited content produced based on user's personal tastes and feedback loops, hacks attention, dopamine — large portions of population addicted. (Big opportunity?)

Demographics

  • Fertility rates ↓, DINK is the new sexy
  • Richer countries (USA, China, Europe) see fertility drop faster than poorer countries (Change of power?)
  • Millennials become the first tech-enabled aging population
    • Elder care, old age retreats, communities ↑
    • Tech products for elderly ↑
    • Big opportunity for serving this section who is tech-enabled, and has a lot of money for which they have little use for

Biotech

  • Genetic modifications in food becomes common
    • Cosmetic surgeries, body modifications become common
    • AR/VR gains popularity first, then eye implants, brain-computer interfaces change how we view "screens" (mobiles, laptops etc)

Green Energy

  • Both a forced and much required change
    • Solar dominates, before nuclear takes over (infinite energy?)

Crypto

  • Loses out in value, some 5–10 crypto capture the entire market, rest everything dies a slow death
  • Blockchain stays important, value ↑
  • Crypto enables rails for shift in USA reserve currency?
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