Throw all of your finance books in the trash.

We are entering unprecedented territory with AI.
There are just way too many unknowns to confidently allocate...
• Will $1T+ in AI capex actually produce returns, or is this the biggest misallocation of capital in history?
• Which companies survive when AI agents replace their customers' employees?
• Where does the value accrue on the stack? Models? Energy? Robotics? Commodities?
• What happens to consumer spending when white-collar jobs disappear?
• What does real estate look like when remote work + AI eliminates the reason cities exist?
The traditional playbook: Index funds, buy-and-hold, dollar-cost averaging- was built for a world where human labor drove the economy.
That world might not exist in 5 years.