Generational Inflection Point
Focused, high-impact insights for you...
I have curated a collection of high-impact videos below that will help you make sense of the rapidly-evolving landscape for AI. There are two lenses here: The tech innovation, itself, and the corresponding investment opportunities.
NVDA stock is up 5X 🚀
👉 Since I published my "Copernicus Moment" podcast in May 2023, NVDA stock has gone up by 5X. Predictably, a significant number of folks are just now coming to grips with the fact that the AI revolution is both real and transformative. This is very good news for those who get it and invest in the companies.
👉 In spite of the huge move in AI adjacent stocks, I believe that we are still in the early stages of this move. That said, it is going to be a bumpy ride. Entire companies will cease to exist (Kodak, Sears, etc.) while new ones will emerge as winners in the Age of AI (Anthropic, OpenAI, etc.).
👉 Many of tomorrow’s most successful companies do not even exist yet. The same is true for jobs. Every institution, both public and private, will be profoundly transformed. We will see major breakthroughs in education, medicine and science.
Those who embrace AI and learn how to harness its power will thrive. Those who do not will struggle. Nothing could be clearer as one of the most powerful inflection points in human history unfolds.
Jaw-dropping capabilities 😳
Today's frontier LLM models are vastly superior to the early ones built by OpenAI just three years ago. Early adopters are reaping huge rewards which can be measured by jaw-dropping capabilities -- writing, image generation, software coding and math computations -- just to name a few. Most importantly, the time-savings enjoyed by these early users is literally, life-changing -- or at least life-extending.
Calculus-changing inflection point 🧮
Speaking of life-saving, industry leaders are saying that we can expect AI driven discoveries in science and healthcare in the coming months. This includes ones where researchers are assisted by AI as well as those that are made by AI on its own. In other words, the AI models are close to coming up with breahthroughs that human scientists and researchers have not even thought of yet. Let that sink in for a minute. When this happens, the AI calculus changes. Profoundly.
What is AI worth? 🥼 💊
What is AI worth if it helps us (mankind) save lives by curing cancer and other diseases? What is AI worth if it can help us eradicate illiteracy? What is AI worth if it gives every child access to PhD-level intelligence that was previously available only to the wealthy?
If you haven't discovered (or understand) the true power of AI, you won't be able to answer those questions but I can tell you that the changes we are about to witness are nothing short of profound. This is not a once-in-a-lifetime event, it is a once-in-a-civilization event.
Follow the 💰
This Bloomberg article speaks to the staggering amount of capital that the publicly traded hyperscalers (Amazon, Google, META, Microsoft, etc.) will spend in 2026 to expand their computing capaibilties. Keep in mind that the $800 million does not include capex by private companies like Anthropic, OpenAI and xAI. It also does not include the capex from international companies or sovereign entities (e.g., Saudi Arabia, etc.).
Once-in-a-Lifetime Investment Opportunity 🙌
Bottom line » » » This is a once-in-a-lifetime opportunity for YOU to create wealth. We are in the very early stages of the AI boom. AI will impact every company that embraces and applies this technology to its systems, processes, people and products. Yes there will me massive job displacement but the creation of new jobs and business opportunities -- ones that have yet to make themselves known will be as massive, if not more so.
This has happened in every technological transformation that has come before. Be it the Scientific Revolution, ushered in by the great scientists of the 14th and 15th C. like Copercnicus and Humboldt. The invention of the printing press, the Industrial Revolution, medicine, autos, electricity, television, transisters, space exploration, semi-conductors, the Internet. No human could have conceived of these technological breakthroughs five years before they came into existence. That's because we don't know what we don't know.
We are standing on the cusp of a similar inflection point. Maybe the most transformative of them all, because the end result of this revolution is the democratization of knowledge, intelligence. Embrace this. Adopt AI. Do your homework. Inveest in the companies that get it. We are in the very early innings.
Explore More 🔍
Big Ideas 2026 — ARK Invest
Tech Trends 2026 — Deloitte
Four Futures of AI — EY
2026 Top Technology Trends — Gartner
Stocks hit historic milestone as Dow crosses 50,000 points for first time ever — CNN