The news is pretty heartbreaking:

$META 20% layoffs

$ORCL layoffs

$AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI.

This is a dystopian future.

Companies end up with record profits, without the cost of human labor.

The only way to benefit:

Investing in AI as a hedge.

The next few years feels like the main way to escape the permanent underclass, caused by AI displacement.

The return on equity derived from AI will go to the shareholders.

While the gap between those who live paycheck to paycheck, not invested in stocks. Will continue to grow.

This is not the future.

- Opus 4.6 is good enough to replace most software engineers today.

- Waymo has started to replace taxi drivers in places like SF today.

- We know $TSLA Humanoids are coming next as they’re widespread in China, today.

This is happening now.

Disruptions in Iran are only temporary to the accelerating AI buildout.

AI has hit the inflection point, and looks inevitable.

You’re already seeing US job revisions down close to 1 Million, which is staggering.

And we’re seeing the newest LLMs be built by their previous models, as AI approaches the singularity (AI led recursive growth).

Investing in where the compute and hardware needed to run the AI:

From the datacenter/power/grid sector:
$NBIS, $XLU, $VRT, $BE

Photonics sector needed to scale AI:
$LITE, $COHR, $AAOI, $TSEM

Semi sector needed for the chips:
$NVDA, $TSM, $ASML, $INTC

Memory sector for the chips:
$MU, $SNDK, SK Hynix, Samsung

ASICs for hyperscaler AI inference:
$AVGO, $MRVL, Mediatek

Yields sector to make sure the chips work:
$TER, $AEHR, Advantest

Along with the raw materials or substrates needed for AI:
$AXTI, $COPX, $SOI

And many others become the single, largest, hedge against widespread AI displacement.

Whoever owns the means of compute (bottlenecks, materials, datacenters):

Owns the future of AI.

The founder of Uber is back with a new company.

And it’s not another app.

It’s a plan to automate the physical world.

After leaving Uber $UBER in 2017, Travis Kalanick quietly spent eight years building in the background.

Today, he revealed the result: Atoms.

The idea is simple, but ambitious: treat atoms like bits.

In other words, apply the software playbook to factories, kitchens, mines, and logistics.

Not dashboards. Not SaaS.

Actual machines doing real work.

Here’s what that looks like:

↳ CloudKitchens infrastructure is the base.
400+ locations across 110+ cities in 30+ countries now roll into Atoms.

↳ Specialized robots, not humanoids.
Think machines optimized for one task - like cooking 1,000 pancakes per hour.

↳ Physical AI stack: sensors → prediction models → robotics that act on the world.

↳ Seven companies across three sectors: food production, mining automation, and autonomous transport.

↳ Autonomous systems already underway.
Including a planned acquisition of Pronto AI, the mining autonomy startup founded by former Uber AV chief Anthony Levandowski.

Uber digitized moving people.
Atoms is trying to digitize making and moving everything.

If it works, the playbook isn’t ride-sharing.
It’s industrial automation at software speed.

Food.
Materials.
Logistics.
The physical economy.

And Kalanick thinks the cost curve could drop to raw materials + energy.

The biggest startup of the next decade might not ship code.

It might ship machines.