What will the consumer society lead to?

2024-09-06 10:00:58

To the Death of Civilization

If consumption continues to rise in the near future, we will face the depletion of natural resources and wars over them.

Inflating consumption for the sake of more consumption cannot continue indefinitely. The depletion of resources will lead to their shortage, and uncontrolled lending will lead to the depreciation of money. The result could be a crisis never seen before, with people fighting for food and starving to death, and endless rows of coffee makers and televisions piled up on store shelves.

Why have all the big companies turned to AI now?

2026-04-06 09:16:48

This is a strategic and economic trend. Investing in AI is about saving, growth, innovation, and HR strategy at the same time.

By 2045, the global IT market will become clearly concentrated, with several leading players and a high market share. It should be noted that the market may shrink by about 1.5‑3 times in terms of the number of active professionals, but at the same time the quality, complexity and value of these specialists will increase.

It is safe from the point of view of control not to go into AI, but it is almost guaranteed to lead to lagging behind and loss of market share, especially if competitors actively use AI. In a highly competitive world where speed and scale are important, not using AI can be worse than the risk of failures in its implementation.

Will the US go to war with China?

2023-04-01 13:15:01

So far, the United States is only preparing for war, increasing the military budget in 2024. They will not fight on 2 fronts with Russia and China.

The US strategy is to support the conflicting parties, but not to intervene in the war itself

Until the war in Ukraine ends, there will be no war with China.

The head of the CNS of the US Armed Forces admitted the possibility of a conflict with China

What is the forecast for SpaceX?

2026-06-21 10:45:15

There will be growth in year 6, but by 2027 it will disappoint investors.

At the peak of IPOs and the euphoria of artificial intelligence, the market often ignores the bad news. Investors are buying stories about the future: robotaxi, AGI, Mars, revolution in transportation. Revenues and margins fade into the background. In 2027, everything will change. The company simply has nowhere to make a profit. This is not a Tesla that could share technology for money and achieve payback thanks to the introduced zero-emission laws. Nobody needs space. Starlink will not be able to cover the losses. Grok is lagging behind in the development of artificial intelligence and will not catch up with competitors in the near future. In 2025, Tesla's global shipments decreased by about 9% year-on-year, and the company lost leadership in electric vehicle sales to China's BYD, and according to Tesla reports, it continued to gradually lose market share in Q1 2026 as the overall electric vehicle market grows faster and competitors become more aggressive. Tesla's autopilot is inferior to Waymo in terms of real driverless autonomy. The Optimus robot still does not know how to work stably in the “real world without control.”

For a SpaceX shareholder, the question is as follows: Will Grok be better than ChatGPT and Claude? This may turn out to be almost as important as the question Will Starship be able to fly to Mars?. And 2027 will be the year of verification: is Grok making money? Is Starlink growing as fast as promised? Does Starship have any commercial success? Is the estimate of trillions of dollars justified?