The Blue Ocean in the Future Investment Market: The Infinite Demand for AI

AI biology will become a new engine for the global economy, with numbers far exceeding humans and infinite demand. Invest in the future, focus on the essential needs of AI, ignore short-term fluctuations, and seize blue ocean opportunities.

Written by: Dao Talks Blockchain

In the current cutting-edge technology field, besides the crypto ecosystem, another area I am very interested in is AI.

Although I have shared my views on AI continuously for a while in previous articles, I still feel that I have underestimated the potential of AI and that my imagination regarding AI is not grand enough.

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

Recently, I often see Lin Yuan's judgments on future investments in video accounts. He particularly emphasizes his optimism about the development of our country's pharmaceutical sector, believing that with the aging population, the demand in this area will inevitably grow larger. He also believes that China will definitely see pharmaceutical companies with a market value exceeding one trillion RMB, and such a huge potential demand is hardly seen in other sectors.

Apart from Lin Yuan, I often read various investment articles. These articles particularly emphasize how to find companies that are less affected or minimally affected by negative population trends in the context of consumption downgrade and a sharp decline in population.

Even Mr. Buffett's recent intention to hold the five major Japanese trading companies for the long term has been repeatedly analyzed and discussed in various articles. The focus of these articles is invariably on how the five major trading companies can withstand the negative impacts brought by Japan's aging population and declining birthrate.

All of the above points have a commonality in my view:

They have always regarded humans as the only consumers in this global economy.

The only difference lies in the fact that different perspectives focus on different subgroups within the large human population:

Linyuan focuses on the needs of the elderly; other viewpoints focus on the common needs of various subgroups.

These views are certainly valid, but I feel that their perspective is not broad enough.

If we limit our perspective to just the human group, then searching around will only lead to going in circles, gradually segmenting various groups and their needs, and the final result can only become internal competition and a red ocean.

I believe that the grandest blueprint and the most limitless imagination for the future of the global economy will certainly not come from humans, but from various new biological species driven by artificial intelligence, such as AI agents, AI intelligences, etc.

The emergence of ChatGPT, in my opinion, not only opened the door to the application of artificial intelligence but, more importantly, created an entirely new consumer group since the dawn of humanity: AI beings.

AI agents, AI robots, and the like all belong to this category of AI organisms. It includes things we can currently imagine, as well as species that we cannot yet conceive but will definitely emerge in the future.

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

This future looks vast and seemingly elusive, but there is one simple and fundamental fact that we can imagine right now:

In the future, the absolute number of these "AI beings" will certainly far exceed that of humans. This advantage in absolute numbers 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 today are low birth rates, declining fertility, and aging populations. This is no longer an issue faced by a few individual countries, but rather an irreversible fact and development trend occurring in many countries around the world (including our country).

In my opinion, perhaps this is not something that can be reversed by human effort, but rather 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 investments?

If we look at the impending explosion of "AI biology", we will immediately see a completely different picture.

In stark contrast to the sharp decline in human population: the birth and reproduction of "AI beings" are limitless. Their "birth rate" will far exceed that of humans, but they do not experience "aging," and there is even no "mortality rate."

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

This infinite demand, in my opinion, is the true and greatest force driving the future global economy.

We have already seen a trend in the crypto ecosystem: AI agents are starting to have their own wallets, and AI agents are being created in bulk on various platforms every day. This is just in the crypto ecosystem; if we look at the Web 2 ecosystem, the growth rate of this "user group" is likely far higher than that of the human user group.

And all of this is just the beginning.

It is often said by people in the tech industry that in the future, a person may have multiple AI agents. In fact, in the future, an AI agent may also have its own multiple AI agents...

This space has virtually no limits, no ceiling.

Facing this nascent new species, we currently only know that they need GPU, computing power, data, cloud.......

In the future, when these "AI beings" begin to operate autonomously in the digital space, what new demands, new tastes, and new products will they have?

Despite everything still being a huge unknown now, just thinking about it is enough to make one drool.

Expanding in this direction, human demand is almost negligible in comparison. Why should we be fixated on the market of 6 billion people instead of focusing on the limitless "AI biology" market?

Using this logic to examine various investments in the market, for products and investment items that are likely to be essential for future AI, we can almost completely ignore the various fluctuations of the short-term market. As long as a product is essential for AI, even if their prices fluctuate significantly in the short term, such fluctuations can be completely disregarded in the long run.