The blue ocean in the future investment market: unlimited demand for AI

In today's cutting-edge technology field, in addition to the encryption ecosystem, another thing I am very concerned about is AI.

Although I have shared my views on AI for some time in previous articles, I still feel that I have underestimated the potential of AI and my imagination about AI is not big enough.

I even think that the vast majority of people, especially investors in various fields, have greatly underestimated AI.

Recently, I often see Lin Yuan’s judgment on future investments in the video account. He particularly emphasized that he is optimistic about the future development of my country's pharmaceutical field. He believed that with the aging of the population, the rigid demand in this area will inevitably grow. He also believed that China will definitely have pharmaceutical companies with a market value of more than one trillion yuan. Such huge potential demand is almost unseen in other fields.

In addition to Lin Yuan, I also often read various investment articles. Whenever these articles talk about China, they particularly emphasize how to find companies that can avoid or minimize the negative impact of population impact in the context of consumption downgrade and sharp population decline.

Even the recent news that Mr. Buffett plans to hold long-term shares in Japan's five largest trading companies has been repeatedly analyzed and discussed in various articles. The focus of these articles is without exception to find out how the five major trading companies can withstand the negative impact of Japan's aging population and declining birthrate.

All of the above views have one thing in common in my opinion:

that is, they always regard humans as the only consumers in this global economy.

The only difference is that different perspectives focus on different subgroups within the larger human group:

Lin Yuan focuses on the needs of the elderly; other perspectives focus on the common needs of all subgroups.

These views are certainly correct, but I think their vision is not broad enough.

If we limit our focus to the human group, then we will only keep searching and searching, and will only continue to go off into dead ends, subdividing various groups and various needs step by step. The final result will only be internal circulation and a red ocean.

I believe that the most ambitious blueprint and the most unlimited imagination of the global economy in the future will definitely not come from humans, but from various new species driven by artificial intelligence, such as AI agents, AI intelligent bodies, etc.

In my opinion, the advent of ChatGPT not only opens the door to the application of artificial intelligence, but more importantly, creates a brand new consumer group since the birth of mankind: AI creatures.

AI agents, AI robots, etc. all belong to this type of AI creatures. It includes things we can imagine now, and also includes species that we cannot imagine now but will definitely appear in the future.

After the emergence of new AI-driven species, how much demand will there be for it in the future global economy? This space is simply unimaginably large.

This future seems very vast, and there seems to be no way to find a handle, but there is one simplest and most fundamental fact that we can imagine right now:

The absolute number of these "AI creatures" in the future will definitely be far greater than that of humans. The sheer numerical advantage of this new species will have an immeasurable impact on all aspects of future society (including investment).

We all know that the biggest problems facing human society now are low birth rates, declining birth rates and an aging population. It is no longer a problem encountered by individual countries, but an irreversible fact and development trend that is happening in many countries around the world (including our country).

In my opinion, perhaps this is not something that can be reversed by human power at all, but is an inevitable result of the development of human civilization.

But can we say that there is no hope for the future of the global economy and no light at the end of the tunnel for investment based on this?

If we look at the impending outbreak of “AI creatures,” we immediately see a completely different picture.

In contrast to the sharp population decline faced by humans, the birth and reproduction of "AI creatures" are unlimited. Their "birth rate" would be much higher than that of humans, but they would not have "aging" or even a "mortality rate".

Therefore, the demand they will stimulate in the future will be unlimited.

In my opinion, this unlimited demand is the real and greatest force driving the future global economy.

We have already seen such a trend in the crypto ecosystem: AI agents are beginning to have their own wallets, and AI agents are being created in batches on various platforms every day. This is just the crypto ecosystem. If we look at the Web 2 ecosystem, the growth rate of this "user group" is probably much higher than the growth rate of the human user group.

And all this is just the beginning.

People in the technology industry often say that in the future a person may have multiple AI agents. In fact, in the future an AI agent may also have multiple AI agents of its own...

There is almost no upper limit or ceiling to this space.

Faced with this new species that is still in its infancy, we now only know that they need GPU, computing power, data, cloud...

In the future, when these "AI creatures" begin to move autonomously in the digital space, 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 people salivate.

Expanding in this direction, human needs are almost negligible in comparison. Why should we focus on the market of 6 billion people instead of turning our attention to the unlimited "AI creature" market?

Using this logic to examine various investments in the investment market, we can almost completely ignore the various short-term market fluctuations for products and investments that may be in urgent need of AI in the future. As long as a product is in rigid demand for AI, even if their prices fluctuate greatly in the short term, such fluctuations can be completely ignored in the long run.