@CathieDWood on stage yesterday at The Convergence Summit, in conversation with @ellazhang516: We're in The Great Acceleration — 5 innovation platforms converging at the same time: 1. AI (the catalyst) 2. Energy storage 3. Multi-omics sequencing 4. Public blockchains 5. Robotics Each platform follows an exponential S-curve. @ARKInvest's Convergence Network Strength has jumped from 20% to 35%, with a bigger leap coming 2025-2035. Examples of what it looks like: → Space data centers = AI + robotics + energy → 20-25% cheaper than terrestrial ones → Genomics = AI + multi-omics → foundational models trained on billions of DNA datapoints, "LLMs for biology" → Payments = blockchain + AI → stablecoins enabling AI agents to transact and coordinate resources globally Tech capex is scaling like it's 1998, but mega-cap P/E ratios remain a fraction of dot-com peaks. The market is pricing in linear growth, while the infrastructure being built is exponential. It's still an underpriced acceleration.(YZi Labs)