[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  J Keynes [@JKeynesAlpha](/creator/twitter/JKeynesAlpha) on x 8691 followers Created: 2025-07-14 01:20:31 UTC $TSLA $TEM $NBIS $CRWV $NVDA $GOOG $QS $JOBY $OKLO AI, Robots, Healthcare, Batteries, and Transportation: Khosla's Future Investing Playbook to Torch the Fortune XXX 🤖💸🔋⚕️🚗☢️ Just finished the Vinod-Khosla-with-Jack-Altman interview and my head's buzzing. Khosla opens by saying, "Almost every job is being reinvented… any economically valuable job humans can do, AI will be able to do eighty percent of it within the next five years." Pause and sit with that. Five years. This is the guy who funded Sun, Juniper, and OpenAI back when each looked absurd. What's hitting me is that Keynes called this exact moment in 1930. He predicted humanity would solve its "economic problem" within XXX years. Khosla is saying we'll do it in X. That's 2030: right on time. Keynes anticipated exactly this moment: "We are being afflicted with a new disease... namely, technological unemployment. This means unemployment due to our discovery of means of economising the use of labour outrunning the pace at which we can find new uses for labour." He called it a "temporary phase of maladjustment" before humanity solves "its economic problem." If Khosla's clock is right, we are living through the single fastest repricing of labor since the steam engine. But this isn't just about automation; it's about reaching what Keynes called the end of the "permanent problem of the human race." The economic problem that has driven all of human evolution may be solved within the decade. But here's where it gets unsettling. Keynes worried about what happens when economic necessity disappears; would we face a collective "nervous breakdown"? He observed the wealthy classes of his time, calling them "our advance guard... spying out the promised land," and found their example "very depressing." They had failed to solve the fundamental question: how do you live meaningfully when survival is guaranteed? The investment implications are staggering. If Khosla's timeline holds, we're not just repricing labor; we're repricing the entire social contract. This is where radical technological innovation will change the very fabric of capitalism itself. Investors will want to profit from this transformation, and the communists have it all wrong: capitalism IS the revolution. The market mechanism is what's driving us toward post-scarcity, not fighting it. Keynes distinguished between "absolute needs" (food, shelter, basic comfort) and "relative needs" (status, superiority over others). The absolute needs market gets commoditized to near zero; the relative needs market becomes everything. This suggests a brutal K-shaped economy: businesses serving absolute needs face margin compression toward zero, while anything touching relative needs (luxury, status, uniqueness, human connection, meaning) captures exponential value. But to get to that zero marginal cost production economy, we have to invest in the companies building every sort of relevant future technology. These are the explosive places that create the post-scarcity infrastructure first. Every thesis about growth stocks, every DCF we build on ten-year head-count curves, needs a rewrite. Your models need a philosophical upgrade: What does this company sell when labor costs nothing? And what companies will sell the core technologies, the picks and shovels, and the daring innovations to fill in the core infrastructure of the world to come? So, what companies position us for this new economy that hasn't been built yet? Even if Khosla's 5-year timeline is wildly optimistic, and oh boy, it's coming regardless. 🧵  XXXXX engagements  **Related Topics** [goog](/topic/goog) [nvda](/topic/nvda) [playbook](/topic/playbook) [investment](/topic/investment) [coins healthcare](/topic/coins-healthcare) [coins ai](/topic/coins-ai) [$goog](/topic/$goog) [$tsla](/topic/$tsla) [Post Link](https://x.com/JKeynesAlpha/status/1944567652548321285)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
J Keynes @JKeynesAlpha on x 8691 followers
Created: 2025-07-14 01:20:31 UTC
$TSLA $TEM $NBIS $CRWV $NVDA $GOOG $QS $JOBY $OKLO AI, Robots, Healthcare, Batteries, and Transportation: Khosla's Future Investing Playbook to Torch the Fortune XXX 🤖💸🔋⚕️🚗☢️
Just finished the Vinod-Khosla-with-Jack-Altman interview and my head's buzzing. Khosla opens by saying, "Almost every job is being reinvented… any economically valuable job humans can do, AI will be able to do eighty percent of it within the next five years." Pause and sit with that. Five years. This is the guy who funded Sun, Juniper, and OpenAI back when each looked absurd.
What's hitting me is that Keynes called this exact moment in 1930. He predicted humanity would solve its "economic problem" within XXX years. Khosla is saying we'll do it in X. That's 2030: right on time.
Keynes anticipated exactly this moment: "We are being afflicted with a new disease... namely, technological unemployment. This means unemployment due to our discovery of means of economising the use of labour outrunning the pace at which we can find new uses for labour." He called it a "temporary phase of maladjustment" before humanity solves "its economic problem."
If Khosla's clock is right, we are living through the single fastest repricing of labor since the steam engine. But this isn't just about automation; it's about reaching what Keynes called the end of the "permanent problem of the human race." The economic problem that has driven all of human evolution may be solved within the decade.
But here's where it gets unsettling. Keynes worried about what happens when economic necessity disappears; would we face a collective "nervous breakdown"? He observed the wealthy classes of his time, calling them "our advance guard... spying out the promised land," and found their example "very depressing." They had failed to solve the fundamental question: how do you live meaningfully when survival is guaranteed?
The investment implications are staggering. If Khosla's timeline holds, we're not just repricing labor; we're repricing the entire social contract. This is where radical technological innovation will change the very fabric of capitalism itself. Investors will want to profit from this transformation, and the communists have it all wrong: capitalism IS the revolution. The market mechanism is what's driving us toward post-scarcity, not fighting it.
Keynes distinguished between "absolute needs" (food, shelter, basic comfort) and "relative needs" (status, superiority over others). The absolute needs market gets commoditized to near zero; the relative needs market becomes everything.
This suggests a brutal K-shaped economy: businesses serving absolute needs face margin compression toward zero, while anything touching relative needs (luxury, status, uniqueness, human connection, meaning) captures exponential value. But to get to that zero marginal cost production economy, we have to invest in the companies building every sort of relevant future technology. These are the explosive places that create the post-scarcity infrastructure first.
Every thesis about growth stocks, every DCF we build on ten-year head-count curves, needs a rewrite. Your models need a philosophical upgrade: What does this company sell when labor costs nothing? And what companies will sell the core technologies, the picks and shovels, and the daring innovations to fill in the core infrastructure of the world to come?
So, what companies position us for this new economy that hasn't been built yet? Even if Khosla's 5-year timeline is wildly optimistic, and oh boy, it's coming regardless. 🧵
XXXXX engagements
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