The blue ocean in the future investment market: the infinite demand for AI

In the current cutting-edge technology field, besides the crypto ecosystem, another area I am very concerned about is AI.

Although I have shared my views on AI for a period of time in previous articles, I still feel that I underestimate the potential of AI and lack imagination regarding it.

I even believe that the vast majority of people, especially investors from various fields, have a very insufficient estimation of AI.

Recently, I often see Lin Yuan's judgments on future investments in video channels. He particularly emphasizes his optimism about the development of the pharmaceutical field in our country, believing that with the aging population, the demand in this area will inevitably grow larger, and he thinks that China will definitely see pharmaceutical companies with a market value exceeding one trillion RMB, a demand with huge potential that is almost unseen in other fields.

Besides Lin Yuan, I also frequently read various investment articles. These articles often emphasize how to find companies that can be less affected by the negative impacts of population decline and consumption downgrade in China.

Even the recent plan of Mr. Buffett to hold the five major Japanese trading companies for the long term has been analyzed and discussed repeatedly in various articles. The focus of these articles is invariably on how the five major trading companies can withstand the negative impacts brought by Japan's aging population and declining birthrate.

All these viewpoints have a common point in my opinion:

That is, they consistently regard humans as the only consumers in this global economic system.

The distinction lies only in the different viewpoints focusing on different subgroups within the large human group:

Lin Yuan focuses on the needs of the elderly; other viewpoints focus on the shared needs of various subgroups.

These views are certainly valid, but I feel that their perspectives are not broad enough.

If we limit our vision to the human group, we can only keep getting stuck in a rut, continuously subdividing various groups and needs, and the final result can only lead to internal competition and a red ocean.

I believe that the grandest blueprint and the most limitless imagination for the future of the global economy will not come from humans, but from various new species driven by artificial intelligence, such as AI agents, AI entities, etc.

The emergence of ChatGPT, in my view, not only opened the door to AI applications but, more importantly, created a brand new consumer group since the dawn of humanity: AI beings.

AI agents, AI robots, and others belong to this category of AI beings. It includes things we can currently imagine and also things we cannot yet imagine but will certainly appear in the future.

After the emergence of AI-driven new species, how much demand in the future global economy will be directed towards them? This space is simply unimaginably vast.

This future seems very expansive, seemingly without a grasp, but there is one simple, fundamental fact that we can currently imagine:

The absolute number of these "AI beings" in the future will definitely far exceed that of humans. This advantage in absolute numbers will have immeasurable effects on all aspects of future society (including investment).

We all know that the biggest problem facing human society now is low birth rates, declining birthrates, and aging populations. This is no longer an issue faced by individual countries but an irreversible fact and development trend occurring in many countries around the world (including our own).

In my view, perhaps this is not something that human power can reverse, but rather an inevitable result of the development of human civilization.

But can we say that the future of the global economy is hopeless and that there is no dawn for investment?

If we look at the impending explosion of "AI beings," we will immediately see a completely different picture.

In stark contrast to the sharp decline in human population: the birth and proliferation of "AI beings" are infinite. Their "birth rate" will far exceed that of humans, but they do not experience "aging," nor do they have a "death rate."

Therefore, the demand they will stimulate in the future will be limitless.

This infinite demand, in my view, is the true and greatest force driving the future global economy.

We have already seen such a trend in the crypto ecosystem: AI agents are beginning to have their own wallets, and AI agents are being created in batches on various platforms every day. This is just in the crypto ecosystem; if we look at the Web 2 ecosystem, the growth rate of this "user group" is likely far higher than that of the human user group.

And all of this is just the beginning.

Tech industry insiders often say that in the future, a person may own multiple AI agents; in fact, a single AI agent may also have its own multiple AI agents…

This space is virtually limitless, without a ceiling.

Facing this nascent new species, we currently only know that they need GPUs, computing power, data, cloud…

And in the future, when these "AI beings" begin to operate autonomously in digital spaces, what new needs, tastes, and products will they have?

Although all of this is still a huge unknown, just thinking about it is enough to make one drool.

Expanding in this direction, human demand is almost negligible in comparison; why should we be fixated on a market of 6 billion people instead of looking at the infinite market of "AI beings"?

Using this logic to examine various investments in the market, for products and investment items that may be future necessities for AI, we can almost completely ignore the various fluctuations of the short-term market. As long as a product is a necessity for AI, even if its price fluctuates significantly in the short term, this fluctuation can be completely ignored in the long term.

This Saturday (May 10) at 7:30 PM, we will have an online discussion. Everyone can leave their questions under the link below.

https://x.com/Dao_Views/status/1919577184945004559