2026-06-24XQuote

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Imo it's so so hard to express how good some of the opportunities are that lay ahead. I want to get in a lot more detail and get into it on this. To really explain the thought process on it all. I think it's really important to cover bc we likely have some of the greatest investment opportunities of our lives ahead, that likely may exceed anything we have ever seen. But it requires a decade long view, bc scaling something like robotics isnt going to happen overnight

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A few things from today. The next decade is the super cycle. Same disclaimer as always. it will be volatile, it will be so over and we are so back many times. But ultimately, this is over a decade period. going to be the larget bubble in human history. Japan committing multiple trillions to the AI buildout over the next decade. Other govs will do the same. We are going to see more robots than humans 10 years from now. The robot buildout hasn't even started. These companies aren't even public yet. Robots are solving for the 59T labor problem that exists today. Avg hourly wage is around $38, robots can get the job done for under $3-4 over its lifetime. There is still a huge energy need, the AI buildout isnt complete. It also is going to take years We are going to see rapid advancements in medicine as a result of AI. Speeding up time to market, research, and finding new cures. There are going to be many bubbles, and side bubbles inside the broader bubble and super cycle.
Pentosh1 ↗