Don here,
Quick history lesson.
The gold rush: Most people who rushed west to dig never struck it rich. The folks selling picks, shovels, and blue jeans did just fine.
The dot-com boom: The money didn’t all go to the flashy websites. A lot of it flowed to the companies laying fiber underground.
The AI boom: ?
Everybody’s staring at the chip makers and the chatbots. That’s the flashy headline. Meanwhile, Big Tech is pouring up to $690 billion into this buildout, and plenty of it has to land somewhere a lot less exciting.
It won’t land with the companies on TV every night. It’ll land with the ones solving a problem most people don’t even know exists.
My team found three bottlenecks holding the whole boom back. That’s three problems for Big Tech, and three openings for the right companies.
Same story. New boom.
Don Kaufman
PS: Nvidia and the chip makers are the flashy headline. What I found are the picks and shovels. Find the shovel sellers