obvious point but worth restating: on a 3-7yr horizon AI progress creates three enormous pockets of opportunity: energy: ai makes the demand for cheap (and clean) power even more insatiable. energy is eventually intelligence's main bottleneck crypto: at the extreme, a fully agentic future is one ruled by markets and one that requires trust/reputation in permissionless contexts. blockchains are the ideal backbone for both global markets and digital identity bio: in a more "solved" world b/c of ai, our collective health becomes the most glaring unsolved problem by a mile + ai will massively improve our ability to model these incredibly complex systems (our bodies) looking forward to eventually spending all of my time in these areas