What to do to position yourself in a post-AI world
I am really trying to be THAT PRESENCE in your life who gets you to understand that everything is going to be very different very soon, with AI doing most of the work and jobs. This is happening FAST, and you have to make moves accordingly. Today I want to talk about investing in AI. Because that’s one theme I’ve heard from guys from who are keen to capitalize on things.. I say “AI is NOW, AI is EVERYTHING” And they say, “OK how do I get rich off of it?” Little bit of good news/bad news with that. But just understand that we are going to soon be in a society of have’s and have nots, because the concept of “work” will not resemble what it does now in any way. Make sure you have “stuff.”
The Bad News: This isn’t some startup company like microsoft or amazon a gazillion years ago, giving you the opportunity to 1,000X your money. We live in a society of later stage capitalism than that. Essentially, the very biggest companies in the world ALREADY own every aspect of AI. They’ve been 10 moves ahead of eveyrone. They are the top companies in the world for a reason, and they played the AI chess board like…well like the AI bots who easily beat the best players in the world, lol.
The Good News: You can still invest in those companies and you probably should, and while maybe not overly exciting, you’re going to be hard pressed to beat the strategy.
Ok so I will give you the biggest companies in the world by market cap and then we’ll analyze their AI position:
· Apple Inc. (AAPL) – $3.63 trillion. Apple has been integrating AI into its products, enhancing user experiences with features like Siri and advanced camera functionalities. Its control over hardware and software ecosystems positions it well for on-device AI applications.Of these 6 companies, it might actually be the weakest on AI positioning. However, they make the best devices for people to access AI on, and they’re sitting on enough cash and a big enoguh book of business to buy their way into more prominent AI positions as time goes on. They have aquired more AI companies in recent years than anyone else, they just haven’t hit big with it yet, but they likely will. And even if they don’t, they make the best devices and have the best people. They’ll be ok, lol.
· Microsoft Corp. (MSFT) – $3.09 trillion. Microsoft has invested significantly in AI, notably through its partnership with OpenAI (Chat GPT), integrating advanced AI models into its Azure cloud platform and productivity tools, thereby expanding AI accessibility to businesses and consumers.No Cloud, No AI. MSFT has Cloud + a chunk of Chat GPT + lots of little AI goodies. They’re always going to win.
· Nvidia Corp. (NVDA) –$2.94 trillion. Nvidia is central to AI development, providing high-performance GPUs essential for AI computations. Its hardware is foundational for training and deploying complex AI models across industries.Let’s be clear, no Nvidia means no AI.
· Alphabet Inc. (GOOG) – $2.52 trillion. Google owns a bunch of stuff like Gemini, lots of cloud space, and DeepMind, which is a leader in AI research and application. Its AI innovations enhance search algorithms, language processing, and autonomous systems, reinfoorcing its dominance in the tech industry.They have slowly but surely made Gemini handle most google searches, and people quietly rely on that now. They always win.
· Amazon – $2.50 trillion. Amazon employs AI extensively in its e-commerce operations, from personalized recommendations to supply chain optimization. Its AWS platform (Cloud Space) offers AI and machine learning services, supporting a broad range of applications for clients worldwide. They’ll lead in AI e-commerce and cloudpsace. They always win.
· Tesla Inc. (TSLA) – $1.30 trillion. Tesla leverages AI for autonomous driving technologies, utilizing vast amounts of driving data to train its neural networks. Its focus on real-world AI applications positions it uniquely in the automotive industry but potentially as a leader in robotics software as well. Their “vision” software has such a lead on anything else in the space, and will likely be the link to practical Robotics/AI. Theyr’e so far ahead with autonomous driving and vision for robotics, that there’s really no way for companies not to lease their software in the future.
BONUS ROUND - Palantir Technologies (PLTR) - 216 billion (48th biggest in the world.) Palantir specializes in data analytics and AI-driven solutions, primarily serving government agencies and large enterprises. I don’t want to get too into what they’re up to, it’s kind of… yaaaa. Let’s say this, Palantir is going to be the bridge between governmetns and AI tech. This a Peter Thiel company, and it absolutely cannot lose, even if it’s been a meem stock in the past.
I CHEATED ROUND - Technically FB has a slightly higher market cap than Tesla, but only after Tesla’s stock got crushed lately because of weird stuff that has no impact on their future relationship with AI/Robotics/Value electric cars. I left FB off the list because they just haven’t done a good job of positioning themselves for the AI World compared to these other companies. So ya techinically this was 6 of the top 7 companies by market cap in the world. Who just coincidentally have all the AI stuff wrapped up already!
And??? So I think the best advice you could have ever gotten or given over the last…oh 100 years or so was, “just invest in the S+P 500.” That’s the best 500 companies in the world, it’s weighted and it updates. Nobody can really beat it long term. And I think it’ll continue to do really well, afterall, the top 6 companies here represent 29% of it because of their weight. But if AI is everything SOON, (whisper voice: IT IS), expect the top 6 companies, which always win anyway, to outperform the S+P collectively - short, medium, and long term.
What is going on???? Ya I know, not really what you’d expect here. But when multiple guys ask me the same question and it’s a great question, I research until I drop. I also have been doing this long enough to have a couple of good connections within high finance worlds, where I can at least run pieces by them for the mature/experienced take to top off my researched take. And well, this is kind of unmistakable at this point. The biggest companies in the world are able to buy all competition. They are monsters but they are trying to be MEGA-MONSTERS, and they will be. I’m not telling you to do anything stupid. I’m saying, the biggest companies in the world, news flash, didn’t get there by accident, and are well positioned within the AI explosion that we are in the very beginning stages of. I wish I had a lot of money to park in them. I don’t. Oh well.
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Kay
Here's what you need to know about AI girls.1) Most guys who follow me are following a bunch of AI girls on social media. It's getting harder to tell if a girl is AI or not, and since guys just add any pretty girl they see, it's just bound to happen.2) There are almost no girls in the world who are as perfect and flawless as the AI girls usually are. So this is your first signal that something is wrong.3) The really slick people are actually making their AI girls not look perfect. Which removed the easiest way to tell if it's an AI girl, but it just means you have to look at other things and not just know immediately. For now AI seems to have a harder time making a girl not perfect, and most people in this industry don't think so far into things, so the "too good to be true" thing is still your best bet.4) Fancentro is the best platform for knowing what you're looking at. I had to show my id, matching baank stuff, and they make me do facial recognition randomly sometimes. There is no way an AI creation can get a page here. So if a girl is on here, it's a good sign. FC also has it in terms that if a girl uses AI pics or vids that she has to label it as such or get booted from here. And that's not a risk i think girls would be willing to take. So right now here is the BEST!5) A more unspoken part of things right now is that real girls who have done some real content are paying a few hundred dollars to have some AI specialist give them 1,000 pics and clips that look ... pretty real. They figure it costs them that much just to get a hotel room to do content in one time, and filling up their content folder is very tempting. The content is often good enough to pass if someone wasn't suspicious already. This is just something to be aware of.6) But the good news on this is that all of the platforms now have the tech to know if something that is posted is AI or not, especially videos. I see vids of girls on tik tok and insta being labeled as AI now very often. A lot of guys don't notice. Some guys dont' care. The ones that do and comment about it; usually they delete and block. There are even some girls who lie and say, "oh i used a brightening filter so it comes up like that." And some guys believe it because they figure "i see so many girls with those AI labels that it must be overly sensitive. Not every platform is doing the labeling yet, but they all have the tech, and i think they all will.7) There will be a never ending race between AI and AI "programmers" to make content that platforms don't know is AI, and the platforms to update their tools to keep catching the new methods. Sadly, it's a race i don't think the platforms will win in the end. In 3-5 years, it might just be that good.8) Eventually the battle might be between existing AI platforms and "jailllbreakers" to have AI coded as such in a mandatory way. Let me explain. AI is controlled by the biggest companies in the world, literally. Some asshole can't just make a new chat gpt that operates independently. It doesn't work like that; it requires computing power that is "big tech only" type stuff. So i would imagine that once the deep fakes get out of control, governments and big tech will agree that AI creations get coded in a way where at least some people would know if they're AI or not. Like a digital footprint or watermark. Would that be something anyone can see/figure out? Or just other big platforms and governments? Don't know, but for what I'm talking about, hot girls on the internet, a mandatory digital fooprint/watermark of sorts would mean that any AI video that pops up would clearly be labeled as such on major platforms, which is cool! The problem is that you'll always shave people who do something called jailllbreaking, which is when they kind of use an existing thing and find a way to bend it for their own use. And there may always be people who are finding ways to get around the footprint/watermark issues. That might be a never-ending battle.9) Yay me!!! woohoo!!! Aging is now a good thing!!! Come at me AI, my skin isn't perfect, i have lines and scars, and I'm only going to get more "real" as time goes by. HAHA!!10) YAY me part 2: Having been on these platforms 5 years+ before all this shit started is going to be a badge of honor because Ai creations can't go back in time! at least not yet!!!!
