Prediction markets are cannibalizing the traditional gaming industry by framing gambling as an intellectual activity. This creates a more compelling 'product' that is already impacting gaming stocks and tourism, while introducing severe societal harms like addiction and new forms of insider trading.
While AI companions may help lonely seniors, they pose a generational threat to young people. By providing an easy substitute for real-world relationships, they prevent the development of crucial social skills, creating an addiction and mental health crisis analogous to the opioid epidemic.
China could weaponize its low-cost, high-performance AI models by flooding the global market, repeating its 'steel dumping' playbook. This would crush the margins of US tech giants, bursting the concentrated S&P 500 bubble and potentially triggering a recession.
Unlike tech giants dominating terrestrial markets like search or e-commerce, SpaceX's near-monopoly on space launch makes it the gatekeeper to the entire physical universe. This reframes its potential from a niche industry player to a foundational utility for all future off-planet endeavors.
While most tech giants focus AI on digital information (bits), Amazon leverages it for physical logistics (atoms). This fusion with robotics will massively expand retail margins, yet the market undervalues Amazon, as shown by its historically low P/E ratio, creating a significant investment opportunity.