Description
Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing. We break down the four “Infinity Gauntlet” pillars: intelligence, energy, capital, and labor. And why collapsing costs in AI and robotics could make abundance, and monopolies, the default outcome. From Google’s data + compute flywheel to the Tesla/SpaceX/xAI convergence and even space-based energy/data centers, we map the new battlefield and what it means for building a future-proof portfolio (not investment advice). Josh Kale https://x.com/JoshKale ------ TIMESTAMPS 0:00 The Infinity Gauntlet of Capitalism 5:02 Intelligence 16:27 Capital 23:16 Energy 28:17 Labor 39:23 Google 43:58 Nvidia 45:54 Tesla 53:33 SpaceX 1:10:32 Amazon 1:11:50 Microsoft 1:13:13 Meta 1:16:12 Apple 1:19:00 Who Wins? 1:22:23 Elon Musk 1:23:24 Endgame Portfolio 1:25:55 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures