Bankless Capitalism’s Endgame: The Last Companies That Will Ever Exist
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Feb 2, 2026 
Josh Kale, a venture and tech commentator on AI, robotics, and future manufacturing. He outlines the four pillars of corporate dominance: intelligence, energy, capital, and labor. Short takes cover why cheap AI and robots could drive abundance, how Google, Tesla/SpaceX/xAI, and others map onto that battlefield, and what a future-proof portfolio might look like.
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Four Pillars That Define The Endgame
- Capitalism's endgame is four converging pillars: intelligence, energy, capital, and labor.
- Whoever controls all four can make capital effectively irrelevant by generating abundance.
Transformers Turn Energy Into Scalable Intelligence
- The transformer architecture made intelligence scalable by converting energy into intelligence.
- More compute and energy pumped into transformers yields greater AI capability under current scaling laws.
AI Surfaced Hidden Company Conflict
- Shopify and Coinbase used internal AI to scan Slack and GitHub and surfaced hidden conflicts.
- The AI spotted problems the CEO didn't know about because it had company-wide context.