In summary: / We are entering a "new dollar" era. The more abundant the intelligence, the higher the demand for the dollar. AI models bring more people and more economic activity online. People may not be able to open bank accounts in the US, but they can indirectly hold exposure to US Treasury bonds through stablecoins. Messaging apps + stablecoins will act as distribution networks, distributing dollars globally. The US will win; those who control the dollar's channels will also win. / Seek "transmission mechanisms". The technological starting point does not capture most of the wealth; wealth falls into the hands of those who possess the "transmission mechanisms". In the printing press era, Gutenberg invented printing but went bankrupt; his wealth was divided among publishing, distribution, and content distribution networks. In the internet era, Google collects most of the value through its advertising network. The invention layer reaps the benefits, the transmission layer extracts rent. This pattern will not be broken in the AI era. Buy things that haven't yet been priced as a high-end product. What you absolutely shouldn't do: Cling to outdated technologies (old media, old tollbooths); Only buy AI baskets for peace of mind; Expect to reap long-term profits by selling cutting-edge models themselves. Intelligence will become increasingly powerful and cheaper. What you should pursue are those that haven't yet been priced, but will define how intelligence will become a barrier and a high ground in economic activity in the future.