Recently, a viewpoint about future technology has caused a stir in the industry, involving AI, energy, chips, and other dimensions. It is particularly helpful for our understanding of long-term market cycles. Here's a summary of the core logic.

**Timeline of the AI Revolution**

By 2030, AI intelligence capabilities will surpass the total of all human beings—this point in time is much closer than many expected. What does this mean? Many information processing jobs will be rapidly replaced, especially repetitive roles. The medical field is moving the fastest; surgical robots will surpass human precision within 3-5 years and can work nonstop 24/7. This will be a revolutionary impact on healthcare cost structures.

**Energy Becomes the New Strategic Resource**

In the AI era, electricity is akin to oil in the industrial age. China’s electricity generation is projected to be three times that of the US by 2026, reflecting huge investments in AI computing infrastructure. Solar energy combined with efficient grids and energy storage is becoming a sustainable solution. Some even propose moving AI computing centers into space orbit, an imaginative idea that, while forward-looking, indicates that the combination of energy and computing power is becoming a strategic focus.

**Chip Bottlenecks and New Patterns**

Moore’s Law is showing signs of fatigue—performance improvements from 3nm to 2nm are only about 10%. But here’s a twist: the US is rapidly narrowing China's advantage in chips. This has profound implications for the supply chain and will also change how the market prices tech stocks and related assets.

**Short-term Turbulence and Long-term Leap**

The next 3-7 years may be difficult, with risks of unemployment waves and social unrest. But if we endure this transition period, in the long run, the productivity explosion from AI and robotics will drive commodity costs down to extremely low levels, and resource availability may reach unprecedented levels. A bold statement is: don’t rely too much on retirement savings, because decades from now, either social structures will change completely or the monetary system will be reconstructed.

**Implications for Investors**

Although these viewpoints seem very "future-oriented," they are already influencing capital allocation in reality. The value of Bitcoin as an inflation hedge, the long-term potential of energy assets, cyclical opportunities in AI chips—all can be mapped from the above logical chain.

The core is: we are already on the edge of "the future." Learning speed, adaptability, and understanding new cycles are what truly prevent you from being left behind. The train of societal change has accelerated; the best time was 5 years ago, and the second best is now.