In the current frontier of technology, 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 sector 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. Such a demand with enormous potential is hardly seen in other fields.

Apart from 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 intention of Mr. Buffett to hold the five major Japanese trading companies for the long term has been repeatedly analyzed and discussed 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 have always regarded humans as the only consumers in this global economic system.

The difference lies only in the different viewpoints focusing on different subgroups within the large group of humans:

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 end up going in circles, 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 definitely 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 an entirely new consumer group since the dawn of humanity: AI entities.

AI agents, AI robots, and others belong to this category of AI entities. It includes things we can currently imagine, as well as species that we cannot yet imagine but will certainly emerge 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 incredibly expansive, seemingly without a grasp, but there is one simple, fundamental fact that we can currently imagine:

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

We all know that the biggest problem facing human society today is low birth rates, declining populations, and aging. 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 effort 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 the future of investment sees no dawn?

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

In stark contrast to the population decline faced by humans: the birth and proliferation of "AI entities" are limitless. 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 infinite.

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 starting 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 almost 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 entities" begin to operate autonomously in digital spaces, what new needs, new tastes, and new products will they have?

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

Expanding in this direction, human demand can almost be ignored; why should we fixate on a market of 6 billion people instead of looking at the infinite market of "AI entities"?

Using this logic to examine various investments in the market, for products and investment items that may be essential for future 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, such fluctuations can be completely overlooked in the long run.

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

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

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