An inspiring overview of what's to come in the next decade. Some highlights.
- Paraphrased: The Great Stagnation is over. The roaring twenties are just beginning.
- Energy
- "Batteries will never match fossil fuels’ energy density" - "Commercial aviation can’t electrify"
- Nuclear fusion possible but still a decade out.
- Geothermal seems most interesting.
- Transportation
- Urban air mobility - likely non-viable if pilot is required so automation (and regulation) will be key.
- Nationwide Hyperloop probably a decade out.
- Space
- "Trade (on Earth) is roughly inverse-linear in transport costs."
- SpaceX is incredibly impressive
- Starlink - won't serve cities - will serve 3% of market that's not currently served - still $72b market.
- Thesis - SpaceX uses Starlink revenue to accelerate Mars projects
- "The 2020s will be the decade that makes or breaks cryptocurrency"
- By the middle of the decade, augmented reality will be widely deployed, in the same way that smart watches are today.
- Glasses will be computing devices. Every big tech company has a glasses project at a relatively mature stage in the lab today.