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Jeremy Yamaguchi

Founder And Chief Executive Officer at Lawn Love

Highlights

May 27 · twitter

Well would you look at that

Jan 30 · twitter

I’m trying to think through a list of how to trade the upcoming intelligence explosion. Here’s what I have so far:

Scarce assets explode in value as the cost of goods and services trend to ~zero → buy real estate in desirable places to live and other rival goods like fine art (and yes, crypto)

As many jobs go away, people will be left with an incredible abundance of leisure time → buy Netflix, video game studios, and META. If people work five fewer hours a day a ton of that time is going straight to Instagram, video games, and other entertainment platforms → potentially buy casinos, tobacco, and other vice assets. In some of the universal basic income studies, people who received UBI consumed a bunch more of this

Mid-term → as knowledge jobs like doctors and lawyers are automated, buy businesses in blue collar industries that are further down the automation cost curve

Shorter term → potentially buy device manufacturers as models move to edge devices, forcing the mother of all consumer upgrade cycles

What else would you add to this list?

Jeremy Yamaguchi
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Experience

Founder at Golden Shine
Founder at Aeron Creative

Location

San Diego, California, United States