Oil, AI, and Private Credit: The New Market Stress Cycle

One of it is moving to localized edge inference. And I'm going to be doing more edge inference stuff because I do believe that that is a major investment side away from the GPU-centric side

We're preparing for a world of massive stablecoin adoption. Massive stablecoin adoption. The Five Levels of Agentic Commerce. The idea that your AIs will soon be buying stuff on your behalf. Human beings will not be making purchases 5 years from now. Agents will be doing the majority of them.

OpenClaw Effect, I released this this week. Again, this fits in with the architectural side. We're moving away from GPUs, we're moving more towards CPUs and advanced packaging.