Скачать или смотреть The Last Chance to Be Early? (Innovation Supercycle Analysis)

This clip focuses on the Long Waves of Innovation theory, which suggests that modern industrial history is defined by successive Kondratiev Waves of technological progress. Each era is marked by specific breakthroughs, such as steam power, electricity, and digital networks, which trigger massive economic expansions and eventual declines. The central thesis is that these cycles are accelerating, becoming shorter in duration but higher in amplitude and impact. Currently, we are entering the Sixth Wave, a period defined by the convergence of Artificial Intelligence, robotics, and clean energy. This transition represents a shift from the digital information of the fifth wave to the automation of the physical world. Consequently, the sources highlight significant investment opportunities in the infrastructure supporting this shift, specifically in nuclear power, data center cooling, and autonomous machinery.