Most volume in e-commerce and physical world will eventually be dominated by algorithms (like quantitative trading).

Most volume in e-commerce and physical world will eventually be dominated by algorithms (like quantitative trading). | we've seen this happen before in finance with quantitative trading algos which went from none of the volume in public securities markets to 70 80 90 plus% of the daily volume... I think we're going to see the same thing happening in the rest of the world outside finance in the physical world in various e-commerce spaces where over time most of the volume will eventually be dominated by algorithms.

we've seen this happen before in finance with quantitative trading algos which went from none of the volume in public securities markets to 70 80 90 plus% of the daily volume... I think we're going to see the same thing happening in the rest of the world outside finance in the physical world in various e-commerce spaces where over time most of the volume will eventually be dominated by algorithms.

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "qty": "70-90%+ of volume",
  "url": "https://www.youtube.com/watch?v=T8X6kp-pcKs",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "we've seen this happen before in finance with quantitative trading algos which went from none of the volume in public securities markets to 70 80 90 plus% of the daily volume. I think we're going to see the same thing happening in the rest of the world outside finance in the physical world in various e-commerce spaces where over time most of the volume will eventually be dominated by algorithms.",
  "to_year": 2035,
  "verbatim": "we've seen this happen before in finance with quantitative trading algos which went from none of the volume in public securities markets to 70 80 90 plus% of the daily volume... I think we're going to see the same thing happening in the rest of the world outside finance in the physical world in various e-commerce spaces where over time most of the volume will eventually be dominated by algorithms.",
  "conv_cues": "going to see; eventually",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "over time",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Robotaxi market 2025 valuation $4.84B with 86% projected CAGR",
      "notes": "HIT — autonomous physical-world volume is now scaling exponentially, mirroring the 'quant trading 70-90% of volume' analogy.",
      "source": "Coherent Market Insights — Robotaxi Market Size, Trends & YoY Growth Rate, 2025-2032",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://www.coherentmarketinsights.com/market-insight/robotaxi-market-4560",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Industry analyst (Coherent Market Insights) reports 2025 robotaxi market at $4.84B with $693B 2033 forecast and 86% CAGR."
    },
    {
      "kind": "llm_pre_event",
      "label": "Waymo cumulative paid trips exceed 20M with 250K/week run-rate",
      "notes": "HIT — direct precondition for the e-commerce / physical-world algorithm-dominance prediction.",
      "source": "The Driverless Digest — Waymo's 2025 Year in Review",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.thedriverlessdigest.com/p/waymos-2025-year-in-review-the-year",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Waymo publicly reports >20M cumulative paid trips with weekly run-rate >250K, confirming that algorithmic dispatch dominates a growing share of US ride-hail volume."
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      
... (truncated)