Metatrends

1/ The 7% Global GDP Growth Singularity

2/ Data Centers Are Moving to Orbit

3/ The Commoditization of Cognition

4/ The US vs. China AI Cold War

5/ Bitcoin’s Next Big Run

6/ The Nuclear Renaissance Is Here

7/ Robotaxis Will Destroy the Auto Industry (As We Know It)

The Takeaway

We’re not in a normal business cycle. We’re at an inflection point that happens maybe once every 125 years.

The last time technology created a step-function increase in GDP was the industrial revolution. Railroads. Electricity. Internal combustion. That took us from 0.6% to 3% growth.

This time, it’s five platforms converging simultaneously. Robotics. Energy storage. AI. Blockchain. Multiomics. Each one exponential. All of them reinforcing each other.

8/ Autonomous Delivery Is Already Here