The big leap for handheld devices was from flip phones to touch screen computers. I don’t think we will leave handheld devices for glasses, brain chips, etc.
The race is now on to make the first handheld “super computer.” So compute is the next leap. If Apple introduces an astronomically powerful iPhone in the next couple years with sci-fi battery technology, that will be the real change people are looking for.
Also, imagine if iPhones had a projector, would be cool
How do these garbage cash burn quantum stocks like RGTI pump when you have Google, ibm, MSFT in the quantum race, these small companies don’t stand a chance
I’m more in Google than Apple in October. I think we could see a slight acceleration in the AI bubble panic and people will release Google is the only real cardholder in that industry.
But I would like Apple too because at that point they’re getting a win by having mostly stayed out of the costly AI race.
Msft and sovereign wealth funds to openAI then to oracle, nVidia, Coreweave, Google, Amazon, msft (yes back to Msft as well), Broadcom, and many more. Then good old Ronny Reagan trickle-down economics to tier 2-5 of the SC and tech stack. OpenAI has said they will spend themselves into the center of the earth over the next three years and lose more and more money doing so……. I think we have another 18-24 months if the US stays ahead in the AI race. If china comes out with better, faster, cheaper it ends quickly with circuit breakers across the board.
It’s become an arms race though. People feel safer in big cars. So as more people get big cars more people get big cars. And people stopped buying sedans. Car makers win and people think they are safer while pedestrians suffer with bigger cars.
We all take Ls home slice. Learn from your previous approach and diversify more. Have a gambling pile and an old man pile. The old man pile is a slow, steady boring race but overall has a high likelihood of being successful in long term. Your degen pile is for taking the bigger risks that can feed some more into old man pile. Have enough savings to not force you to sell from old man pile. You got this!