- We will feel more useless and sad than 2024, with AI and other technological advances showing us we will soon be out of work, with of course, China and other

- We will feel more useless and sad than 2024, with AI and other technological advances showing us we will soon be out of work, with of course, China and other countries doing everything better than us. - There's a 50% likelihood that if you are an American, you will eat at a restaurant where the food is made by machines. - More inflation coming. FED is right. And even more inflation once more protectionist laws and acts are passed. - US's economy will start showing signs of a recession. - Google's search business will start to dwindle. But it has it's own TPUs, worth trillions in NVidia money. Waymo. Android. Youtube, Deepmind. It's a company hard to put a price tag on. - Tesla is going to $1K without any fundamentals. I will feel like throwing away my Benjamin Graham books again. - US dollar will start to devalue as the protectionist policies will start showing its side-effects. - The EU will hit American Big Tech companies hard, as the US is no longer a friendly partner. Beginning of the end for the US techno-feudalism over there. - China is in deflation, but even stronger. People will see again that economics doesn't apply that well in autocracies. It will keep eating the EU's auto industry in countries that have no auto industry (most of them!), as they have no reason to make China a foe or follow the US, which have isolated itself. - Ukraine and Russia will strike a deal, but the war won't end. - US making its own chips will continue being a big topic. More drama to unfold about Intel. - Intel will start showing progress. The Battlemage GPU is a huge success. - NVidia will see its revenue shrink in comparison to this year. - GenAI will become less relevant, with other AI applications having a bigger focus. - OpenAI's market valuation will start going down. Don't get me wrong, ChatGPT is the biggest invention of our decade, but the market is saturated with Anthropic and other competitors doing the same for less. And OpenAI became an one-trick poney. - Robotics will have its run. Tesla will show its lead.