For centuries, wealth belonged to those who mastered labor and operations.
Industrial barons built fortunes by scaling factories and workforces.
Internet giants rose by controlling logistics, attention, ecosystems, and reach at global scale.
Even in software, armies of engineers turned lines of code into billion-dollar empires.
But that playbook is over.
AI has made tasks, processes, and workflows cheap, fast, and abundant.
Goldman Sachs estimates AI could replace the equivalent of 300 million jobs worldwide, tasks once requiring entire departments, done by AI at near-zero marginal cost.
Trillions are already pouring into infrastructure: Microsoft, Amazon, and Google have committed over $200 billion in AI capex through 2026, building data centers so powerful that Morgan Stanley says they could unleash a 10× leap in compute capacity by 2026.
The S&P 500 proves it: since 2022, 75% of the index’s gains have come from AI-linked companies.
This is the Great Value Reset.
A once-in-history shift from companies that depend on people… to companies that own the tools, data, and power behind AI.
The question is: Will you keep betting on businesses that rely on human execution… or position yourself where the profits are flowing now?