I’m at a alumni board meeting for University of New Mexico. Most interestingly, I am almost shocked at the optimistic and economic bullishness from everybody here. They are usually very fearful. I wonder if that is a contrarian indicator or if it is an acceleration of the boom. No trades for me today. Steady as she goes.
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tl;dr: (1) the rate of technological change far outpaces the rate of technological adoption.; (2) AI's probably going to work out; (3) real-world experiences are here to stay; (4) the world will probably to continue to become more interconnected.
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Maybe things won't change as quickly as everyone expects.