Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing.
We break down the four “Infinity Gauntlet” pillars: intelligence, energy, capital, and labor. And why collapsing costs in AI and robotics could make abundance, and monopolies, the default outcome.
From Google’s data + compute flywheel to the Tesla/SpaceX/xAI convergence and even space-based energy/data centers, we map the new battlefield and what it means for building a future-proof portfolio (not investment advice).
Josh Kale
https://x.com/JoshKale
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TIMESTAMPS
0:00 The Infinity Gauntlet of Capitalism
6:50 Intelligence
18:15 Capital
25:04 Energy
30:05 Labor
42:45 Google
47:20 Nvidia
49:16 Tesla
56:55 SpaceX
1:13:54 Amazon
1:15:12 Microsoft
1:16:35 Meta
1:19:34 Apple
1:22:22 Who Wins?
1:25:45 Elon Musk
1:26:46 Endgame Portfolio
1:29:17 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
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