The Flywheel

Adjacent to crypto, but powerful underlying forces, these three technology themes form a self-reinforcing, accelerating feedback loop. Think: gravity, accelerating... hopefully not towards a black hole ;)

Fundamental advancements in each domain necessarily push the others faster, further and cheaper.

AI/ML: Technologies that make decisions and predictions.

Robotics: Technologies that allow software to sense(input) and manipulate(output) the physical world.

The Internet: The connective tissues that connect the robotic muscle with the algorithmic brain (e.g. IP, WiFi, LoRaWAN, Bluetooth, 5G, cloud computing).

The decoupling of deciding, sensing, acting and connectivity provides:

1) a mental model that allows software to interact with the physical and virtual worlds.

2) a model that lends naturally to crypto decomposition and investment.

The idea for calling out AI, the Internet and Robotics came from Ken Nickerson.