Own The Future: What You Need To Know About The Next 1, 5, and 50 Years To Thrive In The World That's Coming

I’m trying out a new format for big-picture updates that combines everything members want and need, along with what I am able to do given my busy schedule. I hope that you like the new format. Part 1: What Investors Need to know about the next year (GDP, Earnings, Short-Term Company Updates) Part 2: What Investors Need To Know About the next 5 years: The most important trends (Own The Future Choke Point Investment Report, for example), including FAST Graphs Charts (so you can decide which of these stocks discussed are ones you might want to consider) Part 3: What Investors Need To Know about the next 50 years: The most important question for humans in the next 50 years is “How do you live well when you no longer have to work to live?” I spend all the time I’m not in meetings or appointments researching the future (and fact-checking with my AGIOS team) to ensure that we present the best fact-based analysis. Because a lot of what we’re hearing (even from leading AI CEOs) is directly right BUT the timing is WAY off. Example Of What My Team Learned This Week (See Part 2) Elon Musk announced Terrafab, which he says will build chips and generate 1 Terrawatt of compute. That’s 2X more compute (chips) than exists in the US today. Bernstein estimates it would cost $5 to $13 trillion to build that. Equal to the Interstate Highway System, Manhattan Project, and Apollo Program…combined (in inflation-adjusted terms) Yet Elon and other tech accelerationists are acting as if this is the next few years😉 SpaceX is IPOing (see part 2), and we have a comprehensive report on it and a plan…that’s based on hard math…not Elon’s “One Starship Launch every 30 minutes by 2030” projections😂 8,000 launches per year, with 10,000 Starships per year constructed, and 200 GW of datacenters per year launched into Space by SpaceX by 2030. Claims he made during this Moonshots interview. He also promised a fully autonomous car would drive from LA to NYC in 2016. It finally happened!… In 2026🤣 “$100 trillion companies by 2035” from Elon and Cathie Wood 26% CAGR returns from here on NVDA (27% growth consensus, so not impossible but optimistic). 20X return over 20 years (10 years longer than Elon’s forecast) = 16% CAGR returns (which looks likely given the acceleration in free cash flow growth is now up to 18.3%) He’s implying SpaceX or Tesla will be $100 trillion…optimistic to say the least😂🤣 He’s directionally right…but probably off by 10 to 20 years. The world today is the fastest changing it’s ever been, and things will only accelerate from here. Or to put it another way, the world seems crazier than ever…and it only gets crazier from here. 😂 So let’s get to it. What everyone needs to know to thrive in the world that is already here, and what’s most likely coming next. What You Need To Know For The Next Year First things first, earnings. The Most Important Earnings Day In History Sorry, Luna 2, I know that will ding me in my accuracy score😂🤣 Here’s what we know going into hyperscaler earnings. ASML: The Company That Builds The Machines That Build The Chips Taiwan Semiconductor: The Company Building All The Chips SK Kynix: The Leader In High Bandwith Memory That Connects The Chips Across the board, the AI supply chain is still supply-constrained. Demand is so strong that AI revenue, as estimated by the team at Exponential View, is doubling every 0.4 years (4.8 months) 465.7% CAGR A clean way to say it is: “Doubling every 0.4 years is equivalent to about 465.7% annualized growth, or roughly 5.66x revenue in one year.” That’s from Luna 3, head of statistics at AGIOS. And notice from the chart…that growth rate is not slowing down. It’s been stable for the past year. That’s not token use, that’s revenue. According to research from Exponetial View (Azheem Azhar’s team) based on the last 22 bubbles (all available data) the AI boom is at low risk of a bubble and even