Future Investment Trends: AI, Data, Web 3 and Sustainability
Future Investment Trends You Can’t Ignore | Family Office Club Investor Panel
Family office members and private investors who want to hear several views on where to look for new investment themes.
Summary
Data is the first trend one panelist names, followed by compute space. The reasoning is that AI tools are producing huge volumes of recorded and stored information, from meeting bots to wearable recorders. One figure given is that each autonomous car needs 1 terabyte of data every single day, with 1.46 billion cars in the world. Data centers and storage are described as a very large opportunity.
The panelists do not fully agree. One investor is betting on AI tied to baby boomer owned businesses with 15 and 20 year cash flows. Another finds AI hard to invest in because products become commodities. Other picks include web 3 and ownership of intellectual property, immersive experiences, and sustainable investing, including ocean and circular economy ideas.
What to take from this talk
- AI paired with boomer businesses. One investor and a co-GP are betting on the meeting point of the silver tsunami and AI. That means baby boomers with 15 and 20 year cash flowing businesses.
- AI may turn into a commodity. A skeptical panelist says it is hard to invest well in AI because everything becomes a commodity. They point to at least 50 companies already selling sales agent bots, so they look at adjacent areas instead.
- Data and compute space. Meeting bots, wearable recorders and AI copies of users all create stored data. The panelist ranks data first and compute space second, including data centers and storage.
- Web 3 and IP ownership. Another panelist favors decentralized internet access. The idea is that podcasters, musicians and personal brands own their content and are not at the mercy of large platforms.
- Sustainability as a portfolio slice. A sustainable investing panelist says it is not a fad. They suggest carving out a small part of a portfolio, such as 1%, to test areas like ocean investing, the circular economy and alternatives to plastics.
In their words
"Each autonomous car requires 1 terabyte of data every single day. There are 1.46 billion cars in the world. It is going to be insane."
"It's just very hard to invest well in AI because everything becomes a commodity."
"Sustainable investing is not just a fad. It's not just a trend. It's not going away at all."
Facts from this talk
- Each autonomous car requires 1 terabyte of data every single day, and the panelist cites 1.46 billion cars in the world.
- At least 50 companies are cited as already offering sales agent bots, which is why one panelist sees AI as prone to commoditization.
- The Sustainable Ocean Alliance speaker reports a 1.5x markup on both its accelerator and VC fund, with Seabird Ventures described as a $4 million fund.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: Future Investment Trends You Can’t Ignore | Family Office Club Investor Panel. Quotes come from the video captions, lightly edited for readability. Figures are the speakers' own estimates and experience.
General education only. Not legal, tax or investment advice.
Related questions
- Is it risky to put investor data into ChatGPT?Yes, it can be.
- How can AI help me find investor mandates and criteria?AI helps most with sorting, not sourcing.
- Can AI answer investor questions inside a data room?Yes, AI can draft the answers, and that is how I use it.
Questions about this video
Why does one panelist rank data first?
They say AI tools, meeting bots and wearable recorders are saving huge amounts of information to the cloud. They expect that to make data a mess and a major area of investment, followed by compute space.
Why is one panelist cautious about investing in AI?
They say it is very hard to invest well in AI because everything becomes a commodity. They note at least 50 companies already offer sales agent bots.
How much of a portfolio does the sustainability panelist suggest trying?
They suggest carving out a little bit of a portfolio, such as 1%, to test the space. They mention ocean investing and the circular economy as examples.
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