Drink or Get Drank (AI, “Oil 2.0”)

The AI power dynamics are shifting - here’s why July 10, 2024 [WEBSITE]( | [UNSUBSCRIBE]( AI is moving so fast, the power dynamics can shift at any moment. And, according to James, that’s exactly what’s happening. Drink or Get Drank (AI, “Oil 2.0”) By Chris Campbell CHRIS CAMPBELL Dear Reader, We begin today’s Altucher Confidential with a scene from the hit movie “There Will Be Blood”: "If you have a milkshake and I have a straw... I drink your milkshake. I drink it up!" Most ALC members will no doubt know the reference: The movie depicted the cutthroat underbelly of the most important industry of the past century-plus: oil. This was a story of technology. Daniel Plainview’s ability to drain oil from adjacent lands revealed how tech superiority gave him a strategic advantage. Zooming out, the movie’s power dynamic also reflects how oil has shaped relationships between developed nations and resource-rich developing countries - the zeitgeist of 20th century geopolitics. Today, as you know, a new resource competition is emerging - centered around GPUs (Graphics Processing Units). Consider the similarities: → Countries are already viewing AI capabilities as crucial for national security, making access to GPUs a matter of strategic importance. → Just as oil drove economic growth in the 20th century, AI is expected to be a major economic driver in the coming decades, making GPUs invaluable. → The U.S. has already imposed export controls on high-end chips to China, creating tensions similar to those seen in oil politics. → New alliances are forming around GPU and AI technology access, reshaping global partnerships. That last point is significant. Forget AI: It’s time for “AGI” AGI is more powerful than anything we've seen with AI so far. On July 31, James Altucher believes we are going to enter the dawn of AGI thanks to a new development with OpenAI. As OpenAI rolls out its next-gen model, it’ll trigger a melt-up among a specific group of AI companies that are well-positioned to leverage the next generation of AI. You’ll want to get into these stocks ASAP. [Click here for details.]( Consider the U.S. efforts to restrict China's access to advanced chips while courting Middle Eastern tech companies. It not only echoes past conflicts, but shows the strategic importance of these resources. In the past, oil companies had control over crucial resources or technologies. They had the ability to influence policies and shape international relations. Now, increasingly, the new City of Kings is those with the most computing power. Hence the hastened development of xAI’s 100,000 H100 data center in Tennessee. Despite all the similarities… There’s one key difference between the world of Daniel Plainview’s world and that of Sam Altman: The speed at which these companies can affect global dynamics is unprecedented. In fact… AI is moving so fast, the power dynamics can shift at any moment. And, according to James, that’s exactly what’s happening right now. As James put it in [a recent interview]( “The AI industry is undergoing a massive shift. Many stocks people thought would lead the way are going to fall way behind.” Our Paradigm Mastermind Group members already have that full list of stocks. More on that to come tomorrow. In the meantime… Click here for the [full interview]( - and see why James says [you “NEED to pay careful attention to what’s happening in AI.]( Until then, Chris Campbell For Altucher Confidential Rate this email Like Dislike Thanks for rating this content! Looks like something went wrong. Please try to rate again. Claim a copy of the most dangerous book in America right now. This is the only book I’ve ever read that brings to life the horrifying fallout of a massive international currency war. A war that’s playing out as we speak. In fact, this book is so hair-raisingly accurate… I’m offering to send you a copy for free today as a way to help prepare you for what could happen next. But with only 500 copies in stock, once we are out, they could be gone for good. [Simply click here now]( and I’ll show you what to do. You Might be Interested in... [America’s New Money is not green. And it does not rip!]( [Jim Rickards Presents: Survival Secrets for the Incoming Crisis with Jason Hanson]( [Are these Investments Set to Soar?]( ☰ ⊗ [ARCHIVE]( [ABOUT]( [Contact Us]( © 2024 Paradigm Press, LLC. 1001 Cathedral Street, Baltimore, MD 21201. By submitting your email address, you consent to Paradigm Press, LLC. delivering daily email issues and advertisements. To end your Altucher Confidential e-mail subscription and associated external offers sent from Altucher Confidential, feel free to [click here.]( Please note: the mailbox associated with this email address is not monitored, so do not reply to this message. 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