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/biz/ - Business & Finance


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56850942 No.56850942 [Reply] [Original]

1980s-2000s: Finance
2000s-2020s: Internet / mobile
2020s-2040s:??

> AI
> robotics pumped by AI, IoT coming back
> AI sexbots

---maybe---
> space
> biotech

---speculative---
> VR
> Quantum

What are we sleeping on in terms of macro?

>> No.56850949

>>56850942
>2020's-2040's
manufacturing and repair

>> No.56850976

Medical.
Everything from an obsession with plastic surgery and augmentation to simply people being obese ultra goyslop consumers.
Medical field will be busy and any country with public healthcare will see it collapse and be replaced with private.

>> No.56851079

>>56850976
Medical never really lives up to it's promise outside of trauma. As you said, costs will limit growth unless it's automation that makes things more efficient. I will give a concrete example - dental 3d scanners. It's a fixed costs and allow for better decision making / better communication with insurance, no brainer.

But things like artery repair / cartilage repair, etc, will stay very rare, expensive procedures that just won't be covered by insurance. They are also still of dubious effectiveness, so I just don't see it taking off. I don't believe in our ability to make true medical progress that fast, though the healthcare bloat might grow.

Also, if I had to look for specific companies, I just don't really see anything that's "wow".

>>56850949
I don't believe this - yes, costs are going up, yes we are trying to move microchip manufacturing back to the US, yes, we need to ramp military production back up, yes we will automate construction (e.g. bricklaying), but I don't necessarily see repair being that big in the short term.

Btw, I also missed fusion.

>> No.56851388

>>56850942
Minerals/mining
we are already running out of materials and energy transition has not even properly began yet. Don't know about you but I am all in on mineral commodities. I invest in them, I study them in uni, I am getting a career in them as well.

>> No.56851436

>>56851388
Why do you expect it to grow though? I understand that resources are getting tighter, but it's a mature industry with very low margins.

>> No.56851473

EV
Renewable Food
Defence

>> No.56851540
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56851540

>>56851473
> EV
Doubt. Or rather, I don't think it will be "the industry" / it's too late to invest in.

> Renewable Food
u wut m8. Like bugs and fake meat? Also doubt. Onions never quite took off.

> Defense
Already a huge field, would need to get more specific.
---

Trying to keep this bumped, here is some Huawei automation: https://carrier.huawei.com/en/success-stories/Industries-5G/Wharfs

>> No.56851557

>>56851079
>Medical never really lives up to it's promise outside of trauma.
what about covid and DNA alteration tech?
eventually they will perfect it and then there's infinite market for body modification. extra profit if it requires a subscription program.

>> No.56851590

Weight Loss meds
Caffeine
Uranium
Physical implementations of AI

>> No.56851601

>>56851557
>then there's infinite market for body modification
Yea, except we can't re-attach a nail to a nail bed, get a hair follicle to grow, or print some crystals on a tooth.

All the med tech that's always "so close" is usually infinitely far away. We are a 1000x closer to fusion than "body modification" or any effective genetic modification*

* with no risk of cancer proven

>> No.56852207
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56852207

>>56850942
2020s - 2030s
Hopefully picrel

>> No.56852331

>>56850942
>>56850949
>>56851388
I think mining and manufacturing is due for a comeback. They have been beat up for too long and are needed. But as an AI simp i think that dominates the next 20 years. I use it daily for my job. It really can do 80% of the work 10000 times as fast.

>> No.56852429
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56852429

>>56852331
That's why I study AI on side so I can exploit both trends and also be better adapted for changing industry if mining turns out shit

I think it's retarded in the first place to study to be an engineer these days and not at least understand AI but yeah people are lazy and unambitious as fuck at least in my uni

not understanding basic finance, basic AI and not being able to code is NGMI as an engineer, mark my word.

>> No.56852445

Genetic editing
Designer babies
Fertility clinics
AI
Quantum cryptography

>> No.56852463
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56852463

>>56851436
Well because people want to replace fuel with batteries that require 30-50x more weight per energy stored, you can only imagine the amount of metals we need for that. Yet many of these metals are not pumping even little, the underinvestment is huge and unsustainable, and even if the price was correct there is still a massive need for exploration and mining to actually get these metals and refine them for batteries

But honestly become an engineer and learn AI and coding, invest on the side
things can't really go wrong that way can they
WAGMI

>> No.56852477

>>56850942
>has no supernatural divine magic that opens up ways into transcendental metaphysical realms in his llist
add it OPie it will be the greatest finding besides optical computing

>> No.56852489

>>56852331
>I think mining and manufacturing is due for a comeback.
Mining companies will go up, but they have already and it won't be anything dramatic imo.

>I use it daily for my job. It really can do 80% of the work 10000 times as fast.
Like what? It literally can't find a React import statement or clean up a fucking list (as in change it to a comma delimited format so it can be imported into SQL). Randomly drops records. It has been a complete joke for anything other than "write my a binary search tree implementation".

>>56852445
>Designer babies
I think this might be a thing to some degree.

>Quantum cryptography
I don't know of a single quantum application. Not a one. Quantum radar was a meme in military circles for a second, but we can't entangle fast enough by orders of magnitude.

>> No.56852498

>>56850942
>CTRL + F
>lab / cell meat
>0 results
NGMI lads

>> No.56852512

>>56852463
> But honestly become an engineer and learn AI and coding, invest on the side
I can code and am a CFA (referencing your other post). "Learn AI" is a very questionable proposition though. I understand fundamentals of how AI works, but it's an entirely useless skill.

>>56852477
Pro-tip: Learn to lucid dream. Is as close to the supernatural as you get "irl". Btw, I think the company inducing LDs is completely full of shit. Verification NOT required.

>> No.56852517

>>56852489
I get writers block and always ask it for help. I typed the program I was dealing with in PLC programming and it immediately cranked out an answer. For my yearly performance review, I had it write it in 10 mins, boss said it was great, and saved me 1-2 days. I dunno, I think its been great but haven't dealt with it for normal programming. Like I said though, its for 80% max of the work, so I do have to error check it and modify it so it actually works.

>> No.56852527

>>56850942
AI for sure, tech nerds will still continue to dominate the American economy

>> No.56852543

>>56852512
I don't think "learning AI" beyond first principles is a good idea unless you want to make a career in AI. But leveraging it for your work I have been doing. Turns you from a mediocre employee to a slightly above average employee if your co-workers are clueless

>> No.56852628

>>56852517
>>56852543
It's generally pretty bad for correcting professional text too. It either makes it too formal or misses the point. In short, sure, it can take an immigrant's text and turn it into cohesive English and it can write some basic code operations, but genuinely at a junior level. Yes, it's good for "solving" problems with solved solutions, but in general, I remain very, very skeptical outside of machine vision applications.

>>56852527
I think it will have to pivot though, and I am not quite sure to what. I am stipulating that it will pivot to robotics and system integration, but even I struggle to define what that really means.

Maybe it's really that programming goes from that meme list, to that meme list + knowing basic robotics components + communication protocols + really understanding underlying clock speeds + genuinely knowing what a hundred machine learning libraries do. Scary prospect really.

>> No.56852904

It's not hard, just look at the projections of revenue from industries by 2030. Simply buy companies that are best positioned to capitalise in these industries and you will profit. Furthermore look for companies that "sell shovels" these companies will always have demand and have minimal competition.

>> No.56852954

>>56852904
Post an example of a projection that you think is accurate. Big publications generally miss disruptors, even on the scale of "the internet".

>> No.56853569

>>56852463
>But honestly become an engineer and learn AI and coding
What kind of coding? I'm a bio grad but I've been fooling around with Python on the side. And everyone says coding will be taken over by AI no?

Honestly, general bio is kind of a meme so I've been brainstorming about ways to synthesize it with something that'd actually be useful in the 21st century. Cyber prosthetics seem really neat to me, but I dunno, robotics seems kind of intimidating.

>> No.56853726

>>56850942
Military. Ukraine war has shown that the future of war is going to be very different as inexpensive drones become more prolific.