Most people are unaware of the rate of acceleration we’re about to seeThink about it$NVDA\'s new Vera Rubin NVL72 will have 8 times the compute performance of the GB300Our best AI models, already taking on hundreds of thousands of jobs, were trained on computers that will soon look prehistoricNow, the rate of acceleration is such that NVIDIA was able to get that performance improvement in merely a yearImagine what models, applications, and advancements we’ll get once the largest AI labs get this new hardware in their handsNow, competition is accelerating, and that accelerates progress even further$AMD went out there and said they’ll be surpassing not the scale of the NVL72, but the scale of the NVL576 as well, with their MI500 that comes out in late 2027Now you can surely think that NVIDIA will plan on outscaling them again with their next Feynman architectureIt’s not just competition in hardware. Every 3 months we get new models from OpenAI, Google, and Anthropic, each pushing the limits of artificial intelligence furtherWe’re approaching a new ageUp until now, intelligence was the scarce assetThat’s why you had SaaS with the best developers making the best returns in the stock marketThere has been a shiftNow, you look at the best performers in the markets, and where you used to see software companies, now you see mining, refining, nuclear, grid, rare earths, critical materials, memory, PCBs, even chiller companiesWhat is happening?We’re entering the age where intelligence isn’t scarce anymore, and once intelligence is abundant, the thing that will be scarce will be physical resourcesIt used to be that our interactions with the physical world were limited by our minds. Now, it’s not our minds, but artificial ones that act as if our planet were populated by trillions and not billions, and that runs into physical constraintsMaybe this isn’t obvious yet, but it will be as the world accelerates around us to the point we can barely catch up with itBut we are investors after all, so what’s the trade here? As one X user would askEverything that could become a constraint to what always was the final and ultimate goal of AI, super intelligence and the automation of everythingAnd to achieve that, we need energy, lots of it, from many different sources. We need materials to build robots in the millions, so AI can improve our lives beyond intellectual work. We need the minerals and metals necessary for the fabrication of computers. We need gargantuan buildouts that can host immense computational powerWe also need hope, as a species, that this is the path humanity should follow, because once you’re all in, you cannot pull outAnd finally, we need rockets, and we need to let AI discover the depths of outer space for us, because since humanity left Africa thousands of years ago, one thing became clear, humanity doesn’t settle for comfort, it thrives on curiosity