"And what I get to is there is almost no way for this not to be a super cycle. Mhm. And even the bottlenecks just slow it down, but it has to keep expend. So what is a bottleneck? It actually needs more expenditure. You need to build out the power stuff. You need to build out whatever it is. And so what you've got is the largest capex cycle I think humanity will ever see at this rate. Well, maybe there's another one to space later, but right now is this."

"GDP as we measure it is about to become obsolete. I think I marked it as 2030 to 2032. I think 2030 is going to be on the nose for this. So we don't have very long. We're in 2026, May 2026. We're not very long before the entire structure of the economy changes. "

"Within 2 years, the majority of economic transactions on Earth will be invisible to humans. They're not hidden or secret, they just operating at machine speed a scale and resolution that exists entirely beyond human perception. That couldn't happen in the old system, but it can in the new system. And the new system is built for this. It's a dark economy and we will only be about 5% of it. "

"And we're going to suck in all of the information. Everything, every single piece of information that can possibly be digitized will get digitized and used to train AGI to turn into ASI. That's every piece of scientific data, every single thing from any university, any single piece of information. All of this is going to be an agentic economy that's invisible to us. There will be well, we're already seeing it, right? API calls MCPs right? This is the start of the invisible agentic economy where the marketplace and what I'm trying to get to to your point, the biggest marketplace on Earth is not going to be the assets and stuff that humans have. It's the It's the data that the AI needs and we don't see any of it. "

"Within 2 years, the majority of economic transactions on Earth will be invisible to humans. I.e. we're not doing them. They're not hidden or secret. They're just operating at machine speed, a scale and resolution that exists entirely beyond human perception. That couldn't happen in the old system, but it can in the new system. And the new system is built for this. It's a dark economy and we will only be about 5% of it. "