AI - Abundance

Digital abundance has been happening for decades. Music, books and pictures used to require physical forms. Tapes and CDs, paper, film. Only one person could possess each item at a time. Expensive and bulky equipment were needed to produce and consume. But now streams, downloads and social media shares happen with a click. The device in your pocket is your mobile command center.

Information condensed from massive libraries where the Dewey Decimal system reigned supreme, to “untrustworthy” Google and Wikipedia searches. Now people take their chatbot’s word for it.

Beyond impacting the arts with expert image and music generation, AI is upending professions and industries. We are quickly moving past the phase where AI is passively waiting to respond. Rapidly from here you will be able to send it off into the world on its own to conduct unlimited tasks.

People are seeking to create full digital workforces. Spinning up sales, marketing, finance and customer service teams without human capital and overhead. As these processes become sharper, the cost and friction of doing business will decrease. Where does that leave you?

Don’t sit idle. In the last week I started using Claude Cowork. Impressive in its capabilities, it can create and update documents and excel files on its own with minimal prompting. Without any coding experience whatsoever, I was able to use it to build a simple tap game in minutes.

A large contingent of people are being dragged into this new era. Many will ignore it. Others will try to prevent it. Legislators in New York are already seeking to suppress these new capabilities by looking to ban chatbots from providing legal or medical advice.

AI is the Infinite Era. Ideas and execution previously out of reach without full teams and a multi-million dollar Series A round are now possible and soon to be the norm.

Bitcoin - Scarcity

While AI presents potentially unlimited opportunities, Bitcoin is engineered scarcity. With a finite cap of 21 million: Bitcoin is the zig while everything else zags.

Nations and central banks will continue to increase the money supply unabated for various reasons. But Bitcoin’s supply is already predetermined to slow to a grinding halt. As of March 9, 2026, only 1 million more will be produced on a stable and predictable schedule until 2140.

If AI causes the cost of production and consumption to decrease dramatically, it will be problematic for economies that have relied on increased inflation and debts for decades. When prices drop, tax revenues drop, and deficits explode.

In parallel, AI doesn’t just deflate prices, it displaces workers. Governments will step in. This is one reason the concept of Universal Basic Income (UBI) is making another comeback. But what is the value of the dollar if everyone receives a set amount for simply existing?

No longer an experimental software, Bitcoin holds the fuzzy math accountable. It holds governments accountable. This monetary network is an atomic clock providing absolute certainty. Bitcoin is a check and balance on the Infinite Era.

If dollars are a melting ice cube, Bitcoin is the ice bucket.