Dhimitris Brace
Dear all, I haven't posted anything because I was studying for this day, and this is today! Enjoy! First I'll give you the conclusions like no one else does, and then the analysis. ✅ CONCLUSIONS: Small scale Nuclear Energy, Science, Technology, Big Data, Networks 6G, AI/AGI and Robotics will explode the next years due to continuous research and development, demand and supply, usage and need, and most critical due to competition between US, China, and Europe. No one will be left behind, who does will be left outside the international markets. This is what evolution history, and economic history has proven based on facts. ✅ ANALYSIS: We all forgot how science, technology, and life was 20 years ago, and we let ourselves to be manipulated by traders and sorters, lobbies and other parties. ❌ There are some people claiming that "AI is bubble" without any objective reasoning at all. The same people are not analyzing how science, research and development, computing and computers, telecommunication networks, wireless technology, mobile phones, automobile, gadgets, financial analysis, healthcare prediction, and the rest of science and technology was 20 years ago! ❌ The first reason is because they have nothing to do with science and with reasoning based on objective analysis. ❌ The second reason is that they want to manipulate the market and move the trend from AI to other sectors on which they have invested. ❌ The third and last reason is that some of them want to keep on sorting AI and Quantum due to extreme trend, and they don't want the sorting pattern to be broken. example: You can select the 4 quantum companies in the same chart: RGTI, IONQ, QUBT, QBTS and understand how they are sorting on the same exact moment all of these. ✅ Lets move briefly and deeper to the big picture, with references so you can read about as well. ✅ SPECIAL COMPETITIVE STUDIES PROJECT (SCSP): ➡️ The Special Competitive Studies Project (SCSP) staff assessment of the current state primarily concerns the geopolitical and economic competition between the United States and China in emerging technologies, particularly Artificial Intelligence (AI). Their core finding is that the world is in an epochal technological reshuffling, and U.S. leadership in key technologies is increasingly contested. ➡️ Key Assessments of the Current State: - Technological Competition: The SCSP views the competition with China as the organizing principle of their work. The innovations of the last two decades occurred mostly in the digital realm; the next phase involves emerging general-purpose technologies in the physical (atoms), digital (bits), and biotechnical (cells) domains. - AI Superiority: The staff assesses that the Chinese Communist Party (CCP) is executing a national campaign to achieve AI superiority, fusing economic power, military modernization, and global influence. - Gaps in U.S. Leadership: The SCSP has identified specific "gaps" where the U.S. needs to improve its standing relative to China. In their 2025 Gaps Analysis, they revisit key areas such as internet platforms, advanced battery technologies, and next-gen networks. - Need for a Techno-Industrial Strategy: The U.S. needs a cohesive, public-private techno-industrial strategy to shore up systemic factors across key technology sectors to remain competitive. - Data and Talent: China holds an advantage in data availability due to its vast population and less stringent data management regimes, while the talent pool is contested, with China rapidly catching up in the number of AI researchers and engineers. - Intelligence Community Urgency: The U.S. Intelligence Community must urgently adapt to leverage publicly and commercially available information and AI-enabled systems to provide real-time insights, balancing speed against secrecy. - Generative AI: Generative AI is seen as a significant technological advance with the potential to transform the business of intelligence and create a new era of innovation power. Nations that harness this technology first will gain strategic advantage. ➡️ SCSP Reports: - The SCSP's assessments are detailed in a series of reports and memos, which can be found on their official website (scsp.ai). - Mid-Decade Challenges to National Competitiveness: An overarching report detailing the landscape of the technology competition. - Gaps Analysis Reports: Regular updates assessing the current state of U.S.-China competition in specific technology areas like AI, Quantum, and Advanced Manufacturing. - Interim Panel Reports (IPRs): Detailed reports from panels on the economy, intelligence, defense, foreign policy, and platforms. - Memos to the President: Recent memos providing specific policy recommendations on topics like AGI and Future Tech. References: www.scsp.ai scspai.webflow.io/ www.scsp.ai/wp-content/uploads/2023/02/Platforms-Placemats-02092023-1.pdf $SPX500 $BTC $NVDA (NVIDIA Corporation) $RGTI (Rigetti Computing Inc) $TSLA (Tesla Motors, Inc.)
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