Post-capitalist society: compute, energy, raw materials will be the scarce resources (money less valuable)

Post-capitalist society: compute, energy, raw materials will be the scarce resources (money less valuable) | are we heading towards a postcist society where money has very little value. Uh, and so what does have value in the future? And we've talked about this, Alex. It's compute and energy ultimately.

are we heading towards a postcist society where money has very little value. Uh, and so what does have value in the future? And we've talked about this, Alex. It's compute and energy ultimately.

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=d__HRChE2ZE",
  "mode": "THESIS",
  "role": "Host",
  "context": "are we heading towards a postcist society where money has very little value. Uh, and so what does have value in the future? And we've talked about this, Alex. It's compute and energy ultimately.",
  "verbatim": "are we heading towards a postcist society where money has very little value. Uh, and so what does have value in the future? And we've talked about this, Alex. It's compute and energy ultimately.",
  "conv_cues": "heading towards",
  "direction": "DOWN",
  "timeframe": "Future",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "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,
      "ordinal": -5,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Major analyst report or central-bank speech reframes compute / energy as scarce factor of production",
      "source": "Morgan Stanley 'Powering AI: Markets Race to Invest in AI Energy Solutions' (2026)",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://www.morganstanley.com/insights/articles/powering-ai-energy-market-outlook-2026",
      "expected_date": "2026-08-07",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-10-31",
        "from": "2026-05-15"
      },
      "measurement_criterion": "Goldman Sachs, Morgan Stanley, BlackRock, or BIS/Fed publication explicitly arguing compute/energy now bind GDP growth more than capital"
    },
    {
      "kind": "llm_pre_event",
      "label": "US grid interconnect queue or curtailment data shows binding compute-power gap",
      "source": "CNN: 'we have run out of headroom' in US power grid (Apr 2026)",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://www.cnn.com/2026/04/23/business/ai-compute-power-electricity-grid",
      "expected_date": "2026-08-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-05-01"
      },
      "measurement_criterion": "EIA/FERC quarterly data showing >5GW of approved data-center load delayed >24 months for power; or PJM/ERCOT reports same"
    },
    {
      "kind": "llm_pre_event",
      "label": "Critical-mineral concentration crisis intensifies (rare-earth / cobalt / lithium)",
... (truncated)