Locator: 51877TECH.
Pet peeve: CNBC talking heads talking as if the sixth industrial revolution will last in terms of months, not even years.
Query: CPUs, GPUs, HBM, etc. There's an interesting argument going on among us mere mortals. It seems most agree that this growth in CPUs, GPUs, HBM, etc, can't keep going at the rat it's going. The question is how long do people like Sam Altman, Jensen Huang, etc, think it can go on and why could growth continue alog the typical S-shaped curve?
Reply: link here. Link: https://share.google/aimode/N2eVyf8X8wlaxWZXt.
In other words, the sixth industrial revolution will last a lot longer than the number of investing years I have left.
To put things in perspective: the shale revolution began in 2000 (Montana); 2007 (North Dakota); and, around 2010 or maybe later (the Permian). Although the groundwork for the sixth industrial revolution has been going on since at least the 1940s, for investors it began after Covid, let's say 2022 or 2023.
