The Asset Class That Survives AI Abundance

Jon Law
Jon Law
7 Video Views·Oct 3, 2026

What happens to your investments if AI makes almost everything cheap? In this AI Fundamentals video, I break down the asset classes that survive abundance.

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In the vid, we go over a simple frame for AI-era investing. First, AI may remove the need for something, but it won't remove the preference. Second, some assets are scarce in a way that no amount of AI productivity can fix. We look at why sports team valuations keep climbing, why the 49ers are a "smoking gun" for this idea, and why prime real estate in San Francisco and SoHo holds its value. Use this lens to check whether your own portfolio benefits from AI abundance or gets hurt by it. Let me know in the comments which scarce assets you think AI can't touch.

This video is for education only and is not financial advice.

CHAPTERS:
0:00 The Asset Class That Survives AI Abundance
0:28 A Framework for AI-Era Investment Decisions
1:05 Sponsor: Looki L1 AI Life Memory Camera
2:52 How to Get the Looki L1 (Discount Code JonLooki)
3:06 The Extreme Case: Superintelligent AI and Universal High Income
3:51 Walking It Back: Probability vs Degree of AI Abundance
4:51 How to Invest for a World of AI Abundance
5:21 Rule 1: AI Removes the Need, Not the Preference
6:07 Rule 2: Scarce Assets AI Can't Make More Of (Pens vs Picasso)
7:20 Why Sports Team Valuations Are Exploding (49ers Example)
8:21 Why Prime Real Estate Holds Value (San Francisco, SoHo)
9:29 How to Stress-Test Your Portfolio for AI Abundance
9:57 Wrap-Up: AI Fundamentals Series

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