Jon Markman 🛸
@jdmarkman
AI will replace the jobs of 800 MILLION people in the next 5 years. The only people who'll survive are those using AI in one specific way. It's not coding. It's not building AI. It's something much simpler. Here's how to use AI to get rich (instead of losing your job): 🧵
We've seen this movie before. I've covered: - The PC boom of the '80s - The internet explosion of the '90s - The mobile revolution of the 2000s I've witnessed every phase of digital transformation in the last 30 years. But this time is different...
The dot-com bubble was built on speculation. Pets .com spent millions on Super Bowl ads while selling at a loss. Webvan burned through $800M before collapsing. The model was simple: Lose money, gain users, figure out profits "later" But AI is not like this.
Today's AI companies are generating real profits. Take Nvidia – revenue surged 126% to $61B last year, with net income up 6x to $30B. These aren't paper gains. They're real dollars from real customers solving real problems.
AI isn't just another tech cycle – it's more like electricity or steam power. Those revolutions didn't just create new companies, they transformed every industry and changed lives. The economic impact was profound beyond imagination:
The First Industrial Revolution saw Britain's GDP grow 15x faster. When electricity came to America (1870-1914), GDP grew 4% annually. AI will deliver an even greater economic jolt. But most people miss one thing:
Industrial revolutions take decades to unfold. The steam engine was invented in 1712 but wasn’t adopted until the 1830s. Cars emerged in the late 1800s but only became mainstream by the 1920s. This timeline reveals something crucial about AI investing...
The biggest winners won't be short-term traders playing the hype. Investors who understand long-term, industry-wide transformations will win. Every industrial revolution follows a pattern – here's where AI stands:
We're at the infrastructure phase. Just like the industrial revolution needed factories and power plants, AI needs massive computational resources. Microsoft's investing $80B in AI data centers. Amazon's adding $100B more. You know what happens next...
The economic impact of AI could reach $15.7T by 2030. That's more than China and India's current output combined. But the real opportunity isn't in pure-play AI companies:
Profits will come from companies reworking their core operations with AI. During the electricity revolution, the winners weren't utilities. They were manufacturers who based their factories around electrical power. So, what can we do?
Look beyond obvious AI stocks. JPMorgan's AI now reviews loan agreements in seconds (This was previously a 300,000+ hour task). Siemens' AI cuts maintenance costs 20%. This operational leverage will create real wealth. But there's a risk involved...
AI could affect 40% of jobs globally. The companies that manage this transition through reskilling will win. This creates another opportunity for forward-thinking investors:
Training companies will become increasingly valuable. The shift is already happening. For example: Amazon's investing $1.2B to train 300,000 employees in AI by 2025. The market is undervaluing this human capital transformation. Investors can take advantage (Here's how):
Here's my strategic framework for AI investing: • Focus on proprietary data assets • Assess leadership's AI understanding • Evaluate workforce adaptation • Look for real transformation, not PR Let me explain how it works:
My variant perception after 40 years covering markets: While everyone is busy building AI startups, the real winners will be old-school companies using AI to reduce competition. The market hasn't priced-in this advantage yet. There are 3 ways to adopt AI:
Three distinct waves of AI adoption are coming: 1. 2024-25: Analytical AI improving efficiency. 2. 2025-28: Human-inspired AI solving complex problems. 3. 2028+: Humanized AI with sophisticated capabilities. But there's another important thing you shouldn't forget:
Industrial revolutions create more wealth than bubbles. → The PC revolution gave us Microsoft. → The internet birthed Amazon. → Mobile created Uber. AI will produce even bigger winners (over decades, not quarters).
I know this because I've spent decades helping investors navigate such changes. I can spot rare opportunities because I know that 97% of stocks are trash (and real wealth comes from the 3% playing the long game). So, if you want to learn which companies will dominate...
Join my free Friday newsletter where I break down the trends and opportunities most investors miss. I'll show you exactly which companies are positioned to win the AI revolution. 👉 https://landing.markmancapital...
Thanks for reading! I'm Jon Markman: • Founder & President of Markman Capital • 2x Pulitzer Prize Winning Journalist & Investor • Obsessed with turning market trends into action Follow @jdmarkman for more insights. Repost for your network! 🔄