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Michael

Michael

Michael is a software engineer and startup growth expert with 10+ years of software engineering and machine learning experience.

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American Dynamism

  1. Nuclear resurgence: AI data centers will drive unprecedented demand for nuclear power, reviving decommissioned plants and spurring new reactor construction.
  2. Hardware-software jobs: Growing demand for engineers who can bridge hardware-software gaps in manufacturing, robotics, and industrial automation.
  3. Space frontier: Starship’s reusability advances will enable lifting larger payloads to space, from data centers to biomedical labs.

Bio + Health

  1. Common disease focus: Biotech startups will return to targeting major diseases, inspired by GLP-1 success.
  2. Health tech democratization: AI and wearables will give patients direct access to health insights.
  3. AI super staffing: AI models will help address healthcare staffing shortages by automating administrative work.

Consumer

  1. Specialized AI video: Video generation will become specialized for specific uses with better quality.
  2. AI memory banks: People will use AI to process their digital footprint for personal insights.
  3. Personalized knowledge work: AI will learn to match individual writing styles and workflows.
  4. Qualitative data analysis: AI will enable integration of unstructured data with quantitative analysis.

Crypto

  1. AI wallets: AI systems will manage their own crypto wallets and assets.
  2. Autonomous chatbots: Decentralized autonomous chatbots will emerge as independent entities.
  3. Proof of personhood: New systems will help verify human identity in an AI world.
  4. Crypto app stores: New distribution channels for crypto apps will emerge.

Enterprise + Fintech

  1. AI-powered compliance: Regulation-specific LLMs will simplify compliance processes.
  2. Service industry transformation: AI will help service businesses become more scalable.
  3. AI-native interfaces: New UI/UX paradigms will emerge for AI-powered software.

Games

  1. AI-native storytelling: A next-generation Pixar will emerge using AI for interactive experiences.
  2. Living AI companions: AI companions will develop more engaging personalities with virtual social networks.
  3. Faceless creators: AI will enable new forms of content creation with hidden identities.

Growth-stage Tech

  1. Search disruption: Google’s search monopoly will erode as AI chatbots gain market share.
  2. Sales renaissance: AI automation will lead to increased hiring of sales representatives.

Infrastructure

  1. AI computing centers: Nations will race to build massive AI compute facilities.
  2. Edge AI growth: Small, on-device AI models will become dominant for many applications.
  3. AI reasoning progress: Despite limitations, AI will advance in math, physics, and coding.