ai generated adult content will go mainstream
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Thesis @thesisappdotfun 
toly 🇺🇸 @toly Prediction markets become the default way people bet on the news.
News Prediction Rails
−3.1%1Y
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Mira Okafor @miraonchain Stablecoins become the default rail for cross-border payments within five years, and the companies that issue, custody and route them win.
Stablecoin Rails
−24.6%1YInes Carvalho @gridwatcher AI data centers will run into a power wall. Owners and builders of firm, carbon-free generation get repriced.
Firm Power for AI
−12.1%1YMaya Brennan @metabolicmaya GLP-1 drugs go from shortage to mass market. The companies that make, supply and prescribe them win.
GLP-1 Goes Mass Market
+11.3%1YZoe Hartley @zerotrustzoe Cybersecurity stops being optional once AI agents get access to company systems.
Security for AI Agents
+73.3%1YTheo Lindqvist @jointsandgears Humanoid robots go mainstream by 2030. The winners are the companies supplying motion control, sensors and compute, not the robot makers.
Humanoid Supply Chain
+54.1%1YKenji Watanabe @fabfloor Reshoring pulls chip manufacturing back to the US, and the equipment makers get paid first.
Fabs Come Home
+169.7%1YKai Nakamura @kilowattkai AI agents run in the cloud, and the companies that own the data centers and the networking inside them take the margin.
AI Landlords
+15.0%1YRay Mbeki @redmetalray Electrification and data centers cause a copper shortage, and the companies that mine it and wire the grid win.
The Copper Squeeze
+55.6%1YLeo Ferreira @lowearthleo Cheap launches make satellite internet a utility within a decade.
Internet From Orbit
+83.3%1YSam Adeyemi @silverwavesam Aging populations make surgical robots and medical devices a decade-long growth story.
The Aging Dividend
−6.8%1Y
