What is the next boom? I honestly can’t think of one. Feels like we are just at the Age of the Plateau, which will be quite painful for markets and the world.
As all the previous booms - hard to predict before it happens. And if we do predict, high chances are that we will miss.
My personal guess is something in the medical field, because surely all the AI search tools could help to detect common items in all the medical data. Maybe more of ozempyc, maybe for some other health issue. (Of course, who knows. Maybe it turns out that the next boom is going to be in figuring out ways to make things go boom. I hope not.)
I'm gonna predict biotech. Implanted chips that let you interact with LLMs directly with your brain. Chips that allow you to pay for stuff by waving your hand at a sensor. Fully hands-free videoconferencing on the go. As with blockchain and current LLMs, not something I fancy spending any time with, but people will call it the next step towards some kind of tech utopia.
>Chips that allow you to pay for stuff by waving your hand at a sensor
You've been able to do that relatively cheaply for at least a decade. Nobody really does because the market for even minor surgeries that can essentially be replaced by having a pocket is pretty small.
Implanted neural interfaces have a lot of technical challenges that I think make them extremely unlikely as purely elective procedures in anything like the immediate future. AR glasses are way more plausible.
This will be huge in the next decade and powered by AI. There are so many competitors, currently, that it is hard to know who the winners will be. Nvidia is already angling for humanoid robotics with its investments.
Jensen id betting on two technologies: integrated silicon photonucs, aka optical compute + communication (realistic bet), and Quantum computing (moonshot bet).
My personal guess is something in the medical field, because surely all the AI search tools could help to detect common items in all the medical data. Maybe more of ozempyc, maybe for some other health issue. (Of course, who knows. Maybe it turns out that the next boom is going to be in figuring out ways to make things go boom. I hope not.)