Metatrends

What’s Coming, What It Means, and What You Need to Do

AI: The Capability Jump

Those revenue numbers I just showed you are driven by real capability breakthroughs happening right now.

Start here: neuromorphic chips just solved complex physics simulations at 1,000x better energy efficiency than supercomputers. That’s not 10% better. That’s three orders of magnitude. When compute gets that cheap, you don’t just do the same things faster. You do entirely new things that were economically impossible before.

Drug discovery moves from weeks on supercomputer clusters to hours on desktop chips. Climate modeling that required national labs runs on university hardware. Real-time protein folding for personalized cancer treatment becomes viable. This is Dematerialization, demonetization, and democratization followed by disruption (four of the Six D’s) in action.

Meanwhile, China’s DeepSeek launches V4 next-gen models through Huawei and Cambricon instead of U.S. chips. The AI race is officially multi-polar. OpenAI is preparing for the largest AI IPO in history.

And NVIDIA releases Alpamayo — the “ChatGPT moment for the physical world” — bringing reasoning to autonomous vehicles.