Warning: Ignore Short-Term Volatility, AI Investments Will Grow 100x Anyone who has experienced at least one market cycle is instinctively wary of price increases far exceeding historical averages. Witnessing the dot-com bubble, the 2008 global financial crisis, and the rise and fall of cryptocurrencies will build a pattern-recognition alarm mechanism in your brain. Many people are concerned that the current AI bubble is too big, and prices are too high. You don't want to rush into the market because prices are too high, nor do you want to sell your assets because prices are too high. But we must recognize that we are in one of the most unique asymmetric periods in history. The only thing to do now is to extend your investment horizon and completely abandon short-termism. Excessive worry about bubbles is foolish. Trying to time the market is also foolish. Short-term fluctuations and corrections will always occur, but because we are so close to the singularity, these fluctuations are nothing but noise. Artificial intelligence, robotics, energy, and innovation are poised for explosive growth. In the next decade, we will have billions (or more) of AI-powered agents, humanoid robots, space data centers, multi-planetary colonies, dramatically improved medical technology, and will fundamentally change the speed and quantity of technological breakthroughs across all sectors. In the next twenty years, we will achieve more technological progress and economic growth than the entire history of human civilization. We have entered the steep phase of the J-curve, but this is difficult to perceive when zoomed in on daily or weekly progress. At Anthropic, 100% of the product code is now written by Claude. Product managers have a virtual team of software engineers that can virtually change time. Companies that effectively utilize AI are iterating their products at triple-digit rates, not single-digit or double-digit rates. And the functionality of these tools is improving at an even faster pace. Whether we officially reach the age of Artificial Intelligence (ASI) in 2027 or 2029 is not important. It will come eventually. By then, the assets you want to own will be worth several times more. Real economic growth over the next 3-10 years is likely to reach 20 standard deviations in any historical distribution. This growth, previously considered nearly impossible, is driven by unprecedented second- and third-order changes. Traditional valuation models fail to price these changes. The potential for growth is so vast that it's difficult to capture using traditional present value methods. The rate of wealth growth will be astonishing, much like when cryptocurrencies initially created numerous billionaires and multimillionaires in a short period, but on a much larger scale. Such rapid price increases are difficult to grasp without careful attention, but unlike previous bubbles, the creation of real economic value will better keep pace with the vertical growth of the asset. Those who understood and invested in exponential growth over the past three years have already benefited immensely. If you haven't realized this yet, it's not too late. While it's important to be mindful of downside risks, this is the largest upside risk in world history. Learn to withstand risk over a longer period. Now is not a good time to trade. For most people, investing is generally more profitable than trading, but the gap between the expected returns of trading and investing will be larger than ever before. What is the value of the call options implied in the singularity event? twitter.com/BTCdayu/status/202...
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