Maybe you have been a user of an AI model for a long time. You use AI to help you modify program codes, P-pictures, translate, and even make videos and write songs. It is an indisputable fact that AI is a great tool, but have you ever imagined how AI will affect our lives in the next 10 years?

Old friends know that I was one of the people who was All in Bitcoin 10 years ago. Many articles I wrote about my thoughts on the future value of Bitcoin can still be found online. Due to the cognitive limitations at the time, there are also many articles. mistakes, but my judgment on the future value of Bitcoin is verifiable and firm, and I have benefited a lot from executing my judgment. However, 10 years have passed and I think the days of Bitcoin’s price surge are over. Of course, if you think 3-5x is considered a surge, I won’t argue with you.

I once chose to leave the e-commerce industry when Alibaba was listed. Therefore, when Bitcoin became an ETF, it was logical that my mentality towards Bitcoin also changed. I still believe that Bitcoin is the best storage. Value means, because this is the first time in human history that individuals can truly own their own wealth through technological means. But as an investor, I would be laughed at if I ignored the biggest change the world has ever seen.

I don't care about live streaming, the Metaverse, Web3 and Big A's lightning shows, and waves of memes, because these are just small opportunities rather than big trends. What I'm waiting for is an investment allocation method. The general trend of intervention.

I firmly believe that AI is such a trending opportunity, and even an opportunity for more people to participate, because I seem to have seen the world changed because of AI. Looking back 10 years, the following The changes are almost visible:

education and residence

A few days ago, I suddenly asked AI to teach me binary. It took AI less than half an hour to let me understand and learn the binary expression of simple digits by hand. Of course, I can also use Google to learn and Verification, but the difference is that the way of learning and interaction on Google is far more complicated than that of AI. If you want to learn more in-depth content, it is almost unrealistic to rely on search engines alone. But for AI, as long as you are willing to learn, it can No teacher can compare to this immersive and interactive learning method that teaches you everything you need.

If we think about it further, it is very interesting. If there is an AI robot to tutor children, why should I let my children spend so much money to go to cram schools? Think about it again, why should teachers in this community school teach children instead of using AI trained by top teachers to help children? So what can schools do? Socialization training? Etiquette training? Physical exercise? Any more? If the core knowledge transmission function is replaced by AI, the way schools exist may change, and considerations such as school district housing are simply ancient thinking.

As a result, the demand for living is also more inclined to environmental choices, and the concept of real estate investment will also change rapidly due to AI. I have recently been thinking about the house I want to build in a few years, and how to better use Tesla. The whole family bucket is one of the important considerations.

Interests and hobbies

I have two hobbies: Go and billiards. If I want to raise a child, how do I choose between the two? 10 years ago, I would have chosen Go without hesitation, because Go represents a logic of doing things, how to lay out a thing, how to accumulate advantages, how to break the situation against the trend, and how to finish the game perfectly. By learning Go, I can train myself to see the overall situation. The ability to choose is of considerable value. Billiards is also good even if you don’t play.

But now, I will definitely choose to play pool, and I will let him choose whether to learn Go. The reason is also very simple. Go has been played badly by AI. The original way of thinking that represents the logic of doing things has been made difficult to understand by AI in its own way. If a way of doing things cannot achieve logical consequences, the value of learning will also be lost. It becomes lower. As for billiards, you not only need to think about how to play, but also train your body's coordination and control capabilities. Due to physical limitations, the day when universal robots can defeat human pool masters may be far away. It is difficult to choose to be an AI. Things that have advantages are also a way to respect trends.

war and peace

Even 5 years ago, I was a war worrier, and I would be worried about the possibility of a large-scale national war on the earth. But now, even though the Russia-Ukraine war has been going on for several years, I am increasingly convinced that a truly large-scale war will happen. There will be fewer and fewer wars. The Russia-Ukraine war may be the last large-scale ground force contact war between countries in human history. The reason is simple: it is unnecessary!

Israel's BB drone attack on Hezbollah is still a traditional attack method, but the decapitation attack method on the opponent's leader definitely involves AI technology. The cooperation between drones and AI makes the initiators of the war unable to bear the consequences. I don't think so. I don’t think anyone in this world is willing to be a gopher for the rest of his life and start a war that will lead to a counterattack by the power of a country. Local conflicts and games will always exist, but the development of AI technology will make the possibility of large-scale ground destructive wars increasingly lower.

Investment and Business

Investment and business under the AI ​​trend also require more overall economic thinking, but when I think about a choice, I will always take the possibility of AI in the future as the premise. People who invest in Huida have already made the first pot of gold. This is what they deserve, and this is the value of their thinking. Huida will still be sexy for a long time in the future, but this is by no means all of AI.

I have planned Tesla stock, and I will only buy it but not sell it in the next two years. The reason is that Tesla is the most powerful company in AI applications, but this is still not all. There are many companies that are really related to AI. I'm not just investing in Tesla. Maybe there will be an AI-related company that will be very valuable in the future in an industry you are familiar with. Such opportunities may not be many in the early stages of the entire AI trend.

Business also requires imagination. If the main road of your city is at a remote entrance in the suburbs, the land is very cheap. Now you can buy it and build it into a large-scale wind and solar power storage and charging station before Tesla’s driverless taxis come out. A dedicated service platform where hundreds or thousands of unmanned taxis will be charged and cleaned at all times in the future. It feels like a good business. If given the opportunity, I hope to invest in a company like this.

I have always been very confident in my ability to make choices. Making decisions at critical moments is what I am good at.

Before, my choice logic was: in the long run, will this choice add or subtract points to the meaning of my life? Now, I have added a second judgment indicator: From the perspective of the development trend of AI, this choice Is it valuable or meaningless. This choice is not only in investment and business, but in all aspects. When these two judgments are superimposed, I find that there are not too many things that I can choose to do, and observation and thinking have always been one of the most meaningful things. .

[Disclaimer] There are risks in the market, so investment needs to be cautious. This article does not constitute investment advice, and users should consider whether any opinions, views or conclusions contained in this article are appropriate for their particular circumstances. Invest accordingly and do so at your own risk.

  • This article is reproduced with permission from: (Shenchao TechFlow)

  • Original author: Lao Mao