.@jvisserlabs made another great video calling out the 🐻 porn we're seeing from people like @RayDalio who are quite literally selling you something. In his case, it's a book and series of videos talking about the fall of the United States and how China will take over based on the concept of the 4th Turning. NOTE - He hasn't pivoted and changed this view over the last decade even though things have changed dramatically over the last 5 years. My advice. Ignore these people. They've been wrong for years and in some cases decades. They will only cost you money, from missed opportunity. Instead you're way better of embracing this technology so that you can better understand it. Because you'll find that the naysayers and DOOMERS who do NOT include AI in their thesis, or DO NOT 🚫 talk about it in a positive way, are really clueless. Ask yourself why you would listen to people that do NOT understand and embrace the technology they're talking about? Does that really make sense? How can they even have a clear picture of it's future when they don't know what it's capable of, and what it's benefits will look like? Another key point. We are in an exponential age and you should NOT be investing in the things of old. Especially businesses that underperform in a world that has higher interest rates, where they are highly indebted, and/or have really high CAPEX that doesn't get offset by crazy high returns. For instance, a lot of banks give crazy low interest rates and aren't embracing digital currencies that are capable of giving much higher yields. They have vast physical locations, old ATM's everywhere, and have overhead that is just too high in a digital world. Companies and sectors like this will NOT thrive in public markets going ahead, where return demands will be MUCH higher than they have been traditionally because of exponential growth from an ever changing world that is only accelerating. IE - Just Utilities and staples which have done horribly since 2008. The big problem is that this list will grow. And companies that were once thought of as not being disrupted will be. Companies like Adobe. Which can be easily distilled and have open source versions created that save you a fortune. The world is changing and the best thing you can do is figure out where money is headed. Because if you can't figure that out, you're going to GREATLY underperform markets in the decades ahead. Because we will see much greater concentration then we've even seen since the great financial crisis. If you think about it the mag7 have really been the big performers over that time frame, with a few of others that have done well. And all of the ones that have done well are companies that embraced technology and innovation. It's not the old stuff. Instead they'll suffer greatly from underperformance in a world where capital is being pushed towards massive growth. It's innovation that's going to make the real money, and you just have to remember that if the innovation requires massive capex, but they're not leading the frontier of that innovation, they're probably going to underperform too. Because it's things like the frontier labs that are going to be able to demand the premiums. The other ones will have open source freemium models that just won't be worth investing in because the returns will be too low. I would also highly encourage you to be invested in digital currencies now. This is the time and one of the technologies that is required in an age of AI. You simply can't operate finance in a world where the bank closes at 5:00 p.m. and isn't open over the weekends. You can see the shift towards this today with things like 24/7 investment platforms. AI will require everything be open all the time or that company is dead to one of the fastest growing markets on Earth. @jvisserlabs - Are there any key points I missed that you want to include?