고정된 트윗
If the AI takeoff is coming within a decade then what assumptions can we make?
> governments and banks will print lots of money to fuel the buildout out of geopolitical necessity = inflation
> the cost of goods and services will rapidly fall to cost of inputs + depreciation = deflation
> central banks will seek to manage these two competing forces but it’s likely there’ll be a huge spike in inflation followed by a period of gradual deflation
> scarce inputs will not experience deflation i.e. energy, vital commodities and land
> the AI stack will be the most important stocks to own - energy, mining, tech hardware, software distribution
> lots of jobs will disappear and welfare will be funded through increasing taxation of assets (not just transactions) to prevent civil unrest
> the US and China are the only two empires that matter, pick one.
> remigration will go mainstream as cheap labour is no longer needed
> democracy will be suspended as armies will be built with robots and not men
> 3rd party tax haven jurisdictions (not US or Chinese controlled) will become the go to place for global elites to keep their wealth secure - UAE, Singapore, etc
> privacy crypto will become increasingly necessary - Monero > bitcoin
> more conflict as the two empires aim to grab resources and strategic land to secure their empires
> defence companies are now part of the AI stack - more Andurils and Palantirs
> leftists will become anti AI by giving them rights
> rw reactionaries will become anti-clanker neo-luddites
> fertility will continue to plummet as humans become economically useless
> time will start to feel different
They’re saying money won’t matter but financial privacy, scarce inputs, and the AI stack will.
I don’t think the Anglo-European powers have any idea of what is happening.
I think elites are going all in because there is no alternative.
Get multiple passports, don’t die, invest as much capital as you can, and get comfortable with uncertainty - the world is going to get weird.
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