Today, let’s keep our eyes on the road and follow the winding AI opportunity – from the jobs it will transform to the companies supplying the tools that will power what comes next.
AI drives $22.3T GDP growth by 2030, disrupting tutoring, accounting, blue-collar jobs—Unitree shipped 5.5K robots targeting 190K units. Wealth flows to infrastructure suppliers (AMD scaled to $800B on AI chips) not startups, which remain private or overpriced.
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Hello, Reader,
Tom Yeung here with today’s Smart Money.
Last year, over 315,000 Americans were injured in distracted driving accidents.
If a driver takes their eyes off the road for just five seconds to send a text, they would have driven the length of an entire football field at 55mph by the time they looked back up. At 75mph, they would have traveled two full city blocks.
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