Kevin'sStory.

I am a firm believer in a mix of 2 future scenarios that play out in the near term. In Scenario 1, AI will make everything a lot cheaper at the expense of white collar workers. Brand, friction, & intermediation are barriers AI will hurdle over, working tirelessly to both create & find the cheapest options. In Scenario 2, the infrastructure (data centers, energy, & water) will bottleneck AI innovation & ripple through the economy. During the industrial revolution railways & roads cost less and lasted for 50–100 years; data centers on the other hand are grossly expensive & last for 3–5 years. In the long term humanity is innovating towards a more equitable, prosperous, & exciting future.

With AI continually disrupting the startup world there are still numerous “evergreen” growth waves that invite enormous opportunity for innovation & entrepreneurial success. To name a few: the aging population (who want to age at home), the $124T wealth transfer, the great ownership transfer of SMBs as baby boomers retire. Additionally, for AI to continue to grow, energy, memory, security, & compute are vital pieces of infrastructure. Finally, “intelligent robotics” & the future of physical AI invites new possibility for industries like mining, defense, & food to name a few.

In the present I continue to search for what Peter Thiel defines as “secrets” to build innovative solutions to the world's problems. As a young mind I continue to absorb as much content as possible to challenge both my current & future perspectives.