Wait…

This would be my advice to everyone: wait. I’ve learned that when I’m uncertain about something, the best decision I can make is to wait. Maybe this “law,” so to speak, only applies to me so take it, test it, and see if it serves you. But in this case, I believe there’s wisdom here for all of us: let’s wait.

As I shared with a colleague the other day: here’s the deal… Anyone right now who isn’t a cloud-based AI company building out core AI infrastructure is selling snake oil. Everything else can wait until that foundational infrastructure is completed and its second- and third-generation iterations especially sustainable energy solutions are in place.

Here’s why: what’s happening right now is a massively complex, competitive free-market undertaking. I remember an early Joe Rogan podcast, before he became the Joe Rogan we know now, where he said something that stuck with me. I’m paraphrasing, but his point was: just because everyone is standing in a circle holding hands and singing kumbaya doesn’t mean it’s all love.

Let’s not get swept up in the hype of Big Tech’s money grab. The circulation of capital and the frantic building of infrastructure that, if I’m putting it lightly, follows a cycle we’ve all seen before. I learned this studying real estate and the real estate families. When I was a real estate broker, I didn’t just study the market I studied the people who’d been in the game for generations. And what you learn is that these cycles always repeat. Newcomers rush in trying to emulate the old guard, and the kicker is always the same: greed. The winners play the slow and boring looks like we’re doing nothing but eating bon bons long game.

Right now there’s a lot of money flying around, a lot of projects being built, and a lot of companies are going to get stuck holding the bag. And when that happens, there won’t be money in them if you know what I’m saying.

So let’s wait. We’ve seen this before with the development of the internet. Let the demolition derby play out. Then we’ll walk in, clear the wreckage, and build on top of the lessons learned.

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