AGI’s Biggest Questions Answered

Hello, reader.

Last week The road to the AGI Summitwe talked about a technology so powerful that its existence could either herald the end of the world—or at least the world as we know it— or ushered in the beginning of an unprecedented utopia.

This development is Artificial General Intelligence or AGI.

At the event we discussed…

• How Wall Street is asleep at the wheel despite the fact that we are on the brink of advancing AGI…
• Big names vying to be the first to plant their flag on the new frontier of AGI…
• And my “future” project for a rapidly accelerating world of AI.

You can click here to access everything right now.

During the event, I received a lot of good questions about AGI and my plan.

And while The road to the AGI Summit may be behind us, we have only just begun to travel that path. That’s why in today’s one Smart moneyI will answer some of your questions.

Let’s dive deeper into your questions…

When will AGI become mainstream?

Scientists and other bright minds have proposed several different timelines for when they think AGI will be developed. For example…

• Leopold Aschenbrenner, a former mathematician at OpenAI, said it has already begun sense AGI in 2023.
• Elon Musk believes an AGI breakthrough could surpass human intelligence by the end of next year, and then surpass intelligence all the people in one place until 2029.
• And Shane Legg, co-founder of Google DeepMind, believes there is a 50% chance that AGI will be achieved by 2028.

The truth is, we don’t know when AGI will become a part of our lives. However, the common denominator here is that the technology is developing fast… and coming soon.

Which industries will benefit the most from AGI?

AGI will impact multiple industries in ways that many people – including those on Wall Street – have never considered. They are industries that I also think everyone should consider investing their capital in right now. I’m talking about data centers, raw materials and metals, energy, software, semiconductor chips, robotics, and healthcare.

You could compare the magnitude of AGI to the early days of Ford Motor Co. Henry Ford’s?

More than a century ago, Henry Ford turned 2,000 acres of family farms in Michigan into a massive factory known simply as “The Rogue.”

In 1915, Ford began buying small farms along the Rouge River in Dearborn, Michigan, until he acquired an adjacent 2,000-acre parcel. In the next five years, Ford Motor Co. (F) turned that land into a sprawling, state-of-the-art auto parts factory.

Rouge even included a massive power plant that provided all of its energy needs, as well as a 30-acre foundry that was the largest in the world at the time. With all the parts in place, the Rouge complex began churning out engine blocks, cylinder heads and all the other auto parts needed to mass-produce Model Ts at the nearby assembly plant in Highland Park.

In 1928, when Ford began assembling the Model As at Rouge, the plant became a fully integrated mine-to-assembly marvel.

Not surprisingly, Michigan became one of the fastest growing states in the nation between 1910 and 1930. I expect history to rhyme as AGI will develop rapidly and, just as Ford did for Michigan, catapult many industries to success.

AGI could even be a mine-to-assembly wonder in these industries itself. AGI will be able to determine what problems it needs to solve – and then solve them all by itself.

How will AGI improve healthcare?

As AI infiltrates the medical field, the US healthcare industry is poised to grow faster than any other sector of the US economy.

Companies are converging on AI to bring massive amounts of innovation to the healthcare industry. In the biotech sector, for example, AI could revolutionize the economics of drug discovery.

First, it could increase the success rates of new therapies by prequalifying potential drug candidates more expertly than traditional trial-and-error processes could. Second, it could reduce the average expense and timeline for advancing these candidates through clinical trials by shortening the time frame for drug development.

Today, without AI, it can take more than a decade and more than $1 billion to bring a new drug to market.

Artificial intelligence could provide a game-changing efficiency to the drug development process, and thereby bring pharmaceutical companies, in particular, a pixie dust of enormous prosperity.

Collectively, the pharmaceutical industry seems to be banking on the pixie-dust scenario. For example, all the top 10 holdings in iShares Biotechnology ETF (IBB) are actively integrating some facet of AI into their drug development processes.

Many of the world’s largest pharmaceutical companies are paying tens of billions of dollars to attract promising biotech companies. You could call it a biotech gold rush.

M&A deal volume in the global healthcare sector grew by about 22% last year, according to data provider Dealogic, even as M&A activity across all industries fell by about 23%.

I believe the pharmaceutical industry as a whole will reap huge rewards from the expansion of AI in healthcare, especially as AGI continues to advance.

Overall, I expect AGI to provide fantastic benefits to the healthcare industry.

Can you explain AGI “stealth”?

When I say “stealth AI,” I’m usually referring to non-tech companies that will adopt and apply AI with the goal of making huge gains in efficiency, productivity, and profit.

In many legacy industries, such as shipping or travel, new processes enabled by AI and AGI could increase efficiency and fatten profit margins. I see industries like these as future-ready, which means they’re not going anywhere, despite what AI and AGI are doing. And when you put stealth AI to work inside an industry of the future, you have the potential for both reliable and large earnings.

What metals will be used for AGI?

Artificial intelligence has added a powerful tailwind to platinum demand… a tailwind that AGI will kick into high gear.

Currently, electronics and end technologies account for only 3% of total platinum demand. However, thanks to artificial intelligence, the technology sector’s platinum consumption could grow by double digits for several years in a row.

According to research from Metals Focus, an increase in demand for AI applications will create an increase in demand for high-spec semiconductors and sensors that enable AI technologies to perform optimally.

Much of this new generation hardware contains platinum. As the World Platinum Investment Council explains…

The performance of the multitude of miniature transistors and capacitors embedded in an integrated circuit is enhanced by depositing thin films of platinum on semiconductor wafers…

These platinum films are created using a technology known as sputtering, where platinum particles are ejected and deposited onto a surface, creating a thin layer of platinum (just a few atomic or molecular layers thick).

AI-driven demand for platinum could add further impetus to any new bull market that emerges.

The increase in AGI also increases the demand for copper, as data centers use enormous amounts of copper for power and cooling systems. Even moderately sized data centers can require several thousand tons of metal.

All this makes copper a very attractive business, both for mining companies and investors.

How will energy be affected by AGI?

The energy sector is already playing a critical role in driving the AI ​​digital revolution.

Last year, global investment in all forms of energy reached a record $2.8 trillion, according to the International Energy Agency (IEA). Of that total, investments in fossil fuels accounted for about $1 trillion, while investments in renewable energy accounted for the remaining $1.8 trillion.

By 2030, total electricity demand is expected to increase by up to 20%. AI data centers alone are expected to consume an additional 323 terawatts of electricity demand annually; that’s seven times greater than New York City’s 48 terawatt hour electricity demand.

According to a Goldman Sachs report released in April, increased demand from data centers and AI will be met by a mix of energy sources. While natural gas is expected to meet 60% of this increased demand, renewables would cover the remaining 40%.

Wells Fargo projects a seismic shift in gas consumption due to AI’s significant energy needs, which will be further driven by AGI growth. By 2030, daily gas demand could increase by 10 billion cubic meters (bcf). To put this in perspective, this would represent a 28% increase over the current 35 billion cubic meters/day used for US electricity generation. This would increase the nation’s total gas consumption by 10%, pushing it well above the current 100 bcf/d threshold.

Electricity-hungry AI giants ca Alphabet Inc. (GOOGL),Amazon.com Inc. (AMZN),Microsoft Corp. (MSFT)andMeta Platforms Inc. (META)currently signals a natural gas boom. However, massive investments of over trillions of dollars continue to flow in all forms of energy generation and storage – both fossil fuels and renewables. So, thanks to the advance of AGI, the stage is also being set for the revival of renewable energy. Many stocks in both sectors could rise.

As such, investing alongside AGI gives us something huge energy games we can do. If you look at where the rich are placing their chips right now, energy is where you’ll find hundreds of millions of dollars flowing.

Wall Street is still not pricing in the true impact of AGI, so energy stocks are mode underpriced in general.

Thanks for your great questions folks.

As AGI develops, the future ahead isn’t just a continuation of what was… it’s a complete departure from everything we’ve ever known. So, I hope you found these answers to AGI’s most pressing questions helpful.

Many of you have also asked about what specific stocks to invest in before AGI. I can’t share that here because it wouldn’t be fair to my members, but I show you how to get these names in The road to AGI presentation. In fact, I give one of my recommendation no. 1 for potential profit on The Road to AGI.

So, once again, you canwatch a replay ofThe road to AGIby clicking here.

Sincerely,

Eric Fry