E118 - Capitalism’s Endgame: The Last Companies That Will Ever Exist

Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing. 

We break down the four “Infinity Gauntlet” pillars: intelligence, energy, capital, and labor. And why collapsing costs in AI and robotics could make abundance, and monopolies, the default outcome. 

From Google’s data + compute flywheel to the Tesla/SpaceX/xAI convergence and even space-based energy/data centers, we map the new battlefield and what it means for building a future-proof portfolio (not investment advice).

Josh Kale
https://x.com/JoshKale 

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