This billionaire can predict the future
He was an early investor in Facebook, Uber & Airbnb. And he just said, "AI will create more billionaires than the internet.” David Sacks’ 5 predictions on the future of wealth creation and why you should care (a thread on X by EmperorDino): 👉"The AI Gold Rush": AI will create more billionaires than the internet. Why? AI is not just a new technology, it's a force multiplier for every industry. The numbers back this up: NVIDIA's value jumped $1.5T in 12 months. AMD stock surged 400% since 2022. Sacks predicts: "The next trillion-dollar company will be an AI infrastructure play.” 👉 "The Rise of AI-First Startups": By 2025, most successful startup will be AI-native. Just like mobile killed web-only companies in 2010. AI will kill traditional software companies by 2026. 👉"AI Models Reaching PhD-Level Reasoning". Sacks recently revealed that OpenAI's AI models will soon achieve PhD-level reasoning abilities. This would be huge for the AI world. 👉 "The Death of Traditional VC": AI will revolutionize startup funding. Smart contracts + AI agents will: • Evaluate startups • Structure deals • Monitor performance Traditional VCs will become obsolete by 2027. 👉 "The Great Wealth Transfer" AI will create two classes: • Those who leverage AI • Those who compete with AI The wealth gap between these groups will be larger than the internet created. Time to pick a side. 🚀 Here's what Sacks is personally investing in: • AI agent platforms • AI infrastructure companies • Industry-specific AI solutions • Computing hardware startups His Craft Ventures fund deployed $850M in these sectors since 2023. Your action plan: 1. Build for the AI-first world 2. Learn AI infrastructure fundamentals 3. Focus on industry-specific problems 4. Learn skills that can't be replaced or automated The next decade of wealth creation starts now. Source: EmperorDino on X
The fastest growing jobs 2025-2030
1 big data specialist 2 fintech engineers 3 AI and ML specialists 4 software and app devs 5 security management 6 data warehousing 7 autonomous and EV eng 8 UI/UX designers 9 delivery services 10 IoT specialist WEF25 Source: Vala Afshar
This is also why US dominance and exceptionalism is here to stay...
Computing power is the new gold and almost 50% of the world’s data centers are in the us. Source: Visual Capitalist
As of Sept. 2024, Tesla led global BEV market share at 18%, down from 19% in 2023, per EV Volumes.
BYD rose 9 points since 2021 but may shift focus to hybrids in 2025. Legacy automakers like VW and Geely held 7-8%. In 2023, 14M EVs sold, but 84% of cars were non-electric. Source: Statista
SpaceX is estimated to be up 10x since COVID (private marks)
Source: The Long View @HayekAndKeynes on X
The Bitcoin network has 610,929x more hashing computational power than the combined total of the world’s top 500 supercomputers.
Source: Documenting Bitcoin
Musk’s company SpaceX is dominating the industry, responsible for a skyrocketing ~65% of the total licensed commercial launches in the US since its founding.
Blue Origin’s total launch count since its inception is only 16% of what SpaceX managed in 2024 alone. Source: Chartr
The Age of Robots is Here
(post on X by Lin @Speculator_io ) 👉 Humanoids $TSLA Tesla $XPEV Xpeng $XIACF Xiaomi $HYMTF Hyundai 👉 Logistics $SERV Serve Robotics $AMZN Amazon $SYM Symbotic $AUTO AutoStore 👉Robotics Software $NVDA NVIDIA $PTC PTC 👉 Sensors $OUST Ouster 👉 Healthcare Robotics $ISRG Intuitive Surgical $SYK Stryker $MDT Medtronic $ARAY Accuray 👉 Industrial Robotics $HON Honeywell $TER Teradyne $LECO Lincoln Electric 👉 Robotics Automation $ROK Rockwell Automation $ABBN ABB $ZBRA Zebra Technologies $CGNX Cognex $PATH UiPath $PEGA Pegasystems 👉 Defense Robotics $AVAV AeroVironment $KTOS Kratos $LMT Lockheed Martin $NOC Northrop Grumman $BA Boeing $GD General Dynamics 👉 Consumer & B2B Robotics $IRBT iRobot $XIACF Xiaomi $RR RichTech Robotics 👉 Specialized Robotics $OII Oceaneering $FARO FARO Technologies
