《In 2016, He Bet on NVIDIA. In 2025, He Understood AI Storage. Now, He's Eyeing the Next Big Trend of the Decade》 In 2016, if someone told you: One of the most important tech companies in the next decade would be a company that sells GPUs. You probably wouldn’t believe it, because back then, in many people’s eyes: Graphics cards were just gaming gear for players. But then, the AI wave exploded. NVIDIA became one of the core infrastructure companies of the AI era. In 2025, someone else proposed: In the AI era, what’s truly scarce isn’t just computing power, but also storage. At that time, many people still thought: “It’s just a storage cycle, nothing special.” But as the AI industry chain rapidly developed, the importance of storage was once again recognized by the market. Interestingly, the person who anticipated changes in the tech industry twice in a row wasn’t a fund manager from a traditional investment institution. He’s a young entrepreneur who has long been surrounded by controversy. He is—Justin Sun. Some people acknowledge his business acumen, While others question his marketing tactics. But one thing is undeniable: He has always been keen on exploring new technologies, new industries, and the next wave of growth opportunities. Now, he’s set his sights on a few directions: Embodied intelligence, Low-altitude drones, Spatial computing, Space exploration. Behind this actually lies a bigger trend: In the past decade, AI gave machines the ability to “think.” In the next decade, Robots and smart devices Might truly enter the real world. From digital intelligence To physical intelligence. Of course, any emerging track in its early stages will be full of controversy. Some see the future. Some see a bubble. But all great industrial opportunities Were never universally recognized at the start. The real question is: When the next technological revolution is just beginning, Are you waiting for everyone’s confirmation? Or are you willing to study it in advance? Because the places with the biggest opportunities Are often where consensus hasn’t yet formed. Justin Sun Low-altitude drones, Spatial computing, Space exploration.