The speaker analyzes global shifts driven by technology and globalization, offering predictions for the next five years. He focuses on the evolution of wellness into a luxury social pillar, the transition toward agentic AI capable of complex task execution, and the strategic supply chain interdependence between the US and China in the development of robotics and AI hardware.
Guys, the world is changing very rapidly these days.
Texas is a blue state.
The robots are inevitably going to take over.
And the next crazy ass thing that happens in the news
is not even going to seem crazy to me anymore.
And I've been doing a ton of traveling these days,
obviously all around Asia, occasionally back to America.
And I'm seeing the versions of these same shifts
all around the planet, guys.
Yes, I know at one time...
It used to be like this bubble was so different
from that bubble, but nowadays due to tech,
social media, globalization, whatever you want to call it,
things are starting to shift
on the same wavelength, especially the international zones.
Yes, I get it out in the rural areas.
Those places seem stuck in time to some extent,
but I'm just talking about New York to Shanghai,
Shenzhen to Silicon Valley, a lot of the same trends.
And I've got five bets for the next five years,
okay, until 2031, and I'm going to start breaking
down some...
words that you're probably going to start hearing.
And, you know, I'm also going to break down how you
as a regular person, I'm a regular person,
can take advantage of these things because
you can believe that the rich people in the world,
the ultra elite people are not only investing in
these zones, but they're probably building in them too.
So it probably helped for you to know about
Prediction number one, guys,
wellness will become a part of your social life.
And I'm not just talking about
saying hi to your buddies at the gym.
I'm talking about on a very, very deep level.
It's gonna be like taking up
A huge portion of your discretionary income, discretionary spend.
Listen, according to some predictions or calculations,
the wellness market is currently twice as big as the market cap for AI.
That doesn't even sound right, right?
Because AI is supposed to be the technology
that completely transforms the way we live.
But think about this, guys.
Even your great-grandma...
wants to feel better she doesn't care
about compute she doesn't care about
semiconductors or token burn
or whatever you know she cares about feeling better
why else do retirement homes even exist if you think about it
Retirement homes were like the OG wellness community
because it was designed to give people wellness
during a time of life where a lot of people feel unwell.
So who doesn't want to feel better?
Who doesn't want to have better health?
Who doesn't want to just wake up
and regardless of what they did
or did not accomplish that day,
they just feel good because their dopamine
and their serotonin is releasing,
but not artificially,
but because their body is operating good.
You know what I mean?
Cause think about it.
We're all the own CEO, board of directors
and major shareholder of the corporation of ourselves.
You know, if nothing else,
we are the major sole proprietor of ourselves.
So let's talk about modern wellness right now, right?
So for hundreds of years,
people have known what the basic recipe is, right?
Sleep,
Movement or diet, right?
But it may have been difficult
due to the way society was structured
of just like dads working too hard,
blue collar jobs to actually get those things.
But people have known that those are the basis
of wellness for a long time.
However, in 2024, now we've got saunas, cold plunges.
Temperature-controlled beds, the whole peptide rabbit hole,
hyperbaric chambers.
Now we can go even to the next level of stuff
that most people haven't even heard of, right?
VNS, neuromodulators, gyms.
They went from just a regular weight scale to body fat,
obviously with the InBody and the VisBody machines.
Now we're talking about VO2 max
and even more advanced biomarkers.
We're talking about blood tests
for things you've never even heard of,
things your GP, general practitioner, doctor
never heard of.
You guys remember hot import nights in the JDM AZN tuner culture,
you know, fast and furious.
Your body is now like a Civic SI hatchback.
Everybody wants to mod it.
And guess what?
In America.
It has to look cool, it has to feel cool,
and it needs to be like the popular kids
at the lunch table. It needs to kind
or be exclusive with a relatively high barrier to
entry. Like sweating is going to need mood lighting,
it's going to need an app,
a founder story, QR code tracking.
Everybody wants the Alo Yoga of everything.
That's premiumization.
That's a marketing term, right?
I call it the Alo-ization or the Kardashian-ization, you know?
Pick a Kardashian, the one that suits your flow the best, you know?
You know, that's just me, though.
Guys, other ship in New York City just did
a collab event with Tinder for singles.
So now you can meet somebody
while you're freezing your ass off in a cold plunge.
And guess what?
you guys for sure will start off on the right foot
because you both want metabolic androgenic
optimal health like Brian Johnson. In China, guys, they have
those 24-hour spas, you know, there's
like places to rest saunas all these different types
of things, it's called shui guo because
The main thing that you eat there is fruit, shui guo.
But basically, you don't have to organize a bunch of events for,
you know, you and your friends to go to.
Nine of you guys can just go to a 24-hour spa,
and it's just AIO all in one.
That's what people are looking for nowadays,
service bundling, you know.
And basically, more and more people are going to spend a larger
and larger pie slice of their going-out budget going
to these things, you know what I mean?
And not only that, it's not just your
going-out budget on a monetary level.
It's your going out budget on a timeline.
you know because everybody only has 24 hours
in a day no matter how much money you actually have
in the bank so wellness is in right
but it's going to need a premium cool Kardashian Skims
wrapper on it right and
I'll tell you this, it's going to be like dating,
where the looks get you interested,
but there still needs to be substance.
It still needs to actually make you better
for a brand to actually have consistency in
this game or in this sector that is up and coming, obviously, right?
Because before I spent $6,000 on a bed,
like eight sleep, I'm cranking up the AC colder.
Well, I'm cranking down the AC.
You know, I'm asking why I'm on the phone at two in the morning
and the bed cannot put the phone
down for me. But realistically,
it probably will be able to in the future, but it'll be a robot
droid butler. So how can you play this trend?
I think that basically everybody's going to want
to feel better in the future,
but it's going to look different for different people. You need to
know how much luxury you need for something
to develop adherence. Some people.
If they get a Planet Fitness membership,
they're gonna go more than if they go to Equinox.
For other people, going to Equinox
is the motivation they needed to go to the gym more
because they already spent the money,
it's a sunk cost, it's a better environment,
there's hot people around, you know what I mean?
There might be tighter rules around this or around that.
So basically, what I'm saying is
everybody has different triggers and...
Everybody's gonna want to feel better,
but you've gotta understand your triggers
and not the triggers you think you should have
because you're like, this is the avatar
I inhabit in society.
And then this avatar typically has these triggers.
I'm talking about you.
You can be a mismatched, jumbled up,
sugar factory candy bag of mismatched candies,
wants and desires, okay?
I mean, you could fit into an archetype,
but I'm just saying that everybody is going to want
to be a part of wellness on some level
because basically, instead of focusing
Focusing on just getting money
And accomplishments that's supposed to bring you some sense
of like superiority or satisfaction.
You know, you're going directly to the core.
Your agentic metabolic feelings around serotonin
and dopamine and endorphins and norepinephrine.
Prediction number two, guys, obviously this is not a hot take.
Everybody knows this that knows
anything about anything.
AI is going to start handling more and more of your life. Our parents
said, get a safe degree, get a safe job.
But now a computer is applying for the same job and it
works harder than you. And guess what?
It never gets sick. I'm just so impressed by the science
fiction writers, guys. So many of them got it right
on the money, at least eight out of 10.
And this is like 20, 30, 40 years ago.
And I guess...
I think for most people, unless you lose your job to AI,
it's going to make people's lives better
at least for like 10 to 15, possibly 20 years.
I don't think this like scary Matrix Terminator scenario
that everybody's thinking about is even going to be something that
people really, really need to worry about for another 15, 20 years.
I just don't think so. I just have seen the tech up close and personal.
I could be wrong if we're all robot slaves.
Seven years, then my bad, guys.
But basically, what I'm talking about is agentic AI, right?
Like, I saw a study that said only 2%
of Americans are paying for AI right now.
And of that 2%, even a smaller percentage
are running the agents, right?
So I just think that that is going to be so important.
I had, like, a light I needed to return.
The RMA return form was, like, so tedious.
If I didn't have agentic AI fill it out for me, guess what?
I wouldn't have a film light again.
Like I literally was just not going to do it.
So here's what you could do, guys.
When it comes to agentic AI,
you just got to find your version of how it can help you.
You know, what information does it need?
What does the finished thing look like?
What do you need to check?
And then you just need to break it into steps
and have, you know, AI help with the task decomposition.
That's an industry word, right?
Basically just breaking down the steps.
And, you know, like I said, guys,
AI is going to happen with or without you.
I recommend this.
That you go move with it.
Prediction number three for 2031,
the America-China competition gets more physical.
Now, when I'm talking about getting physical,
I'm not talking about hot war versus cold war.
I'm talking about something that is even more relevant
for the next 20 years, supply chain war,
or supply chain rivalry.
And yes, guys, there is the rest of the world,
but honestly, if you just really look at
where the main engines are
and you extrapolate the trends out,
There's just pretty much the US and China,
and that's really it,
moving the world forward in critical fields.
If your understanding of China is whether,
and here's the truth, guys,
everybody in the world literally understands America
way better than it understands China.
So if your entire understanding of China
is just basically one reason or another
of why you're supposed to be mad at it,
you know you're just gonna miss what
its companies can do and dismissing america can
get you blind spots too like if you just think it's this empire
and terminal decline that's not
fully the truth either even
though that sounds like a hot headline that is obviously going super
viral on social media right now look
at shenzhen guys you've got components tooling factories
Engineers all in one place.
And they got the Shenzhen speed
because they're all in a cluster together.
They're all in industrial clusters together.
However, America still has clusters of its own.
America has a lot of brain clusters
because America still, as crazy as it sounds,
has the highest standard of living in the world right now.
And they pay the most money, you know.
So America is able to get a lot of the best workers
from a number of countries from around the world.
China pretty much just only has Chinese people.
Also, capital clustering.
America has access to like trillions of dollars
of liquid investment.
That can blow up a sector super fast.
China has trillions, but the access to capital
is not nearly as easy as it is in America.
America has access to large sums of capital
and access to it quick if it needs to deploy.
What is my prediction?
Guys, as far as America, China goes,
I think that...
As much as the media wants to play it more on the enemy side,
I think it's going to be way more on the friend side of frenemies.
If you want to use the word frenemies,
I think that it's going to err more on the side
of frenemies in the next five years.
Because America just doesn't really have any factories.
It doesn't really have any magnets.
How are they going to get the actuators?
You need the actuators to be the robot muscles.
Anyway, guys, here's my prediction.
It's going to be droids over human robots.
but it might be a droid that is designed in America
but manufactured in China,
ultimately being the droid that breaks the market open.
Sort of like the iPhone broke open the market
for smartphones, it was just the first one
that was the easiest to use for your grandma
and for your mom or whatever.
It's gonna be a droid that is non-humanoid.
I think right now we're thinking a lot
about humanoid robots,
but I think it is gonna be a wheeled or a legged
Droid, more like R2-D2 that is going to become
the first consumer robot that most people have
in their house that makes a family's life better.
So here's my prediction. There will be a droid
like R2-D2 robot. It has to do with robot morphology.
I just don't think the humanoid
robots that are shaped like, you know, two legs,
two arms are there yet, but it's going to be
designed in America, manufactured in China.
And that is going to be the first robot like
It is like the first iPhone that breaks open the market.
Here's what you can do in regards
to the America-China relationship, guys.
I just think you got to go to China on a tour
and see the high and see the low and see the
east and see the west
and just understand that China is not just Nanshan and it's not
just Nanto.
If you look at Shenzhen, so let me break it down
for you guys if you guys don't know.
So there's this city called Shenzhen, right?
It's going to become the most important city
in the world that you've never heard of.
And long story short, you
You know, there's an ultra-modern part
that feels like the year 3000, that's Nanshan.
And there's a part that's like 700 years old
and feels like the 1980s in some parts.
It's called Nanto.
Both Chinas are real, okay?
But you got to understand that basically...
But you just got to understand that both Chinas are real.
They're both relevant because probably
your favorite thing is going to be designed in Nanshan,
but it's going to be manufactured in a place that looks more like Nanto
or Bao'an or just something even, you know, far out.
Old-school Dongguan-looking place.
I mean, even Dongguan's looking more modernized these days.
But basically, follow a product that you care about deeply, right?
Let's say, for example, you're
an e-bikes guy or you're an e-scooter guy
or you're into vacuums or whatever.
You know, I know a lot of people in America
are into, like, robot lawnmowers
because America's one of the only places
where people have gigantic lawns, right?
Australia, maybe.
But I'm saying that, like, basically, understand the supply chain.
of how your device was designed and actually manufactured.
I think that that's a great way to start
because I know I used to be really into e-scooters
when I was riding them around New York City
and I didn't even know that the E12s were made,
you know, designed in Shanghai and then made in Zhejiang.
So I think that realistically, everybody who runs a business
can just sort of understand where they fit in the puzzle
between China and the US.
I get it, you could run something super hyper-local
to your, you know,
individual 10 20 30 mile radius
so you don't think it's a big deal but i just think that
you know understanding your position in all
this matters a lot more than going on
IG or X and just debating about
which country is winning the future because it's just
way more complicated than that and plus on a super macro level
it doesn't even matter you don't control
that you got to worry about your situation
Prediction number four, the protein slop bowl gets better tasting
and everybody starts to like it.
Guys, it took 20, 30, 40, 50 years,
but it seems like everywhere around the West and even in China,
people are going against the food industrial complex.
People are asking why the food pyramid
had to be inverted. People are asking about food safety.
Where does this really come from?
Why is everything delivered by Cisco systems?
And I remember Super Size Me came out like,
I don't even know, two decades ago,
but it just didn't really change behavior
until just this year.
And now Jack in the Box has a protein bowl
and Taco Bell has a protein bowl
and Sweet Greens used to do salads
that were somewhat healthy,
but were covered in cream sauce.
And now they're doing protein bowls.
So basically we're talking about protein,
roasted vegetables, a base, a sauce.
So more places are just leading with the protein first,
rather, you know,
and now they're just competing over
whose version actually tastes good.
Now, this is where the private equity play comes in
A lot of private equity is buying out these chains, right?
Because they can make it more efficient
and a lot of people feel some type of way about that.
But what I've noticed in 2026,
and I'm sure in the 2027 and forever,
is these private equity spots
are still bringing in hipster chefs now
because they know that old style,
you know, like chopped salads, you know,
they taste chopped.
They're not good.
People want...
The stuff that's designed by a world-class chef,
but still hits the macros.
And I'll tell you why this prediction is true, right?
Not only because a lot of people,
anybody who works in food knows this is true,
but it basically has to do with GLP-1 medications
because people are spending less on groceries
and it's completely changing their consumption habits.
Little.
In ego impulse, back of the brain, lizard brain,
amygdala thing is not as easy to control anymore
because essentially the dopamine signal receptors have been plundered.
There's this concept of
glocalization. It's globalization and localization at the same time.
And I would describe that protein slop bowl in China.
Because in all the major cities,
there's this brand called Supermodel.
It's funny, right?
Supermodel.
And basically it is roasted veggies
that are done dig in style
or like, you know,
some healthy version of British Sunday roast style, right?
Which is more of a Western style.
But in China,
they're covering them with like Xinjiang cumin
or like, you know, Sichuan peppercorn
or like some sort of soy sauce
to match whatever regional profile taste flavor
that people want.
And the glocalization means
that it's still a protein whole foods bowl
at the end of the day.
But obviously, it's been localized with the seasonings of that country.
So right now, guys, we're just on protein frosted flakes.
We're at protein slop bowls.
People call it protein slop, right?
But I do think it would be really interesting
to see if somebody throws billions or potentially
even trillions of dollars behind the idea
of taking all these great Instagram recipes
that you see on TikTok and you see from all
these high-protein chef food creators.
If people are actually able to mass produce those
at a high enough quantity, at a low enough price,
that's when I think you would start to see
gigantic shifts in the society.
I'm talking about, you know, the sweet potato revolution,
you know, a rice paper wrapped cheeseburger.
That to me is gonna be more impressive
than the Jack in the Box, you know, protein slop bowl.
But that is a step in the right direction.
So what can you do during the whole
proteinization of everything, guys?
Basically, you can understand nutrient ratios,
you can understand what you can afford, you can understand if cooking
at home is better, you got an air fryer, you got an instant pot,
you got a steamer, whatever floats your boat, guys.
I mean, long story short, you could live a very,
very healthy life that really doesn't taste too bad
if you only ate like ground beef and rice with different sauces on it
or chicken and potatoes with different sauces on it.
Of course, still go out to eat, enjoy yourself with your family,
but at least like two out of three meals.
Try to make it for yourself, guys.
Like, that's just the way you're going to save on your finances,
but really, most importantly, save on time and health.
Like, I would rather buy Whole Foods from Walmart or Aldi's
than buy a cookie or a smoothie from Whole Foods or Erewhon.
Because at the end of the day, yeah,
that cookie might have a nice little story behind it.
It's still a cookie from Whole Foods,
and it's still a smoothie with coconut cream
and date sugar from Erewhon.
By all means that Whole Foods cookie is good
and it's healthy compared to a crumble cookie.
And here's my fifth prediction guys.
I think that people are going to start thinking a lot about
neuroplasticity and the last thousand decisions they made in a sector
or an aspect of their life.
There has been so many advancements in terms of behavioral change,
thought patterns, why
we think the way we do, how to break
those patterns of thought in the past couple of
years.
And I'll tell you this, guys,
you can agree with everything I just said, and it still
changes nothing.
A lot of people buy the membership, you know,
they download the AI, they save the recipe,
and then they go and just do the same thing
that they didn't want to do tomorrow.
So here's my prediction, guys.
More people are going to start deeply studying
why they keep doing what they do.
and why they know the better input
but for some reason they can't do it to get
the better output. me guys i just started day trading i know
what i'm talking about you know some people they want to catch
a bounce they fall for the first head fake
then they fall for the second hezi after
the head fake and they know they
shouldn't they know they should be patient and watch for confirmation
but they just don't because they don't have the neuroplasticity on lock
plasticity means that your brain can change
with learning and experience
Your current patterns.
Aren't necessarily permanent in older generations.
It's true. Especially, you know, the older Asians around us.
They probably didn't have a lot of neuroplasticity.
They that it was inelastic. OK, it wasn't very elastic.
But we have the research now. We have AI.
We have all these tools. We got neuromodulators. We can do it.
I see people talking a lot about choice architecture,
how you set up your life to make it easy to make good decisions.
to accomplish your goals.
And I see a lot of people questioning
why they do what they do.
You know, is it because of your upbringing?
Is it because of your tribe?
Is it because of some middle school trauma?
Are you trying to fulfill your avatar's trait card?
You know, we all subsume these different avatars in society
and there's all these stories and mythologies
and fairy tales and stereotypes that we tell ourselves.
And as much as we wanna break them,
a lot of times we end up living up to them
or feeling like we subconsciously have to fit into that box
because it's more comfortable.
So like I said, people are going
to start thinking about why they made the last thousand choices
with their finances that they did.
The last thousand choices with the food that they did.
Was it the choice architecture?
Was it some sort of story they were telling themselves?
Was it actually intentional? You know, I get it guys.
Listen, family, social status, culture,
luck, mythology, it all matters.
You know, even two kids within the same house sometimes
have wildly different outcomes.
I do know kids in a family that are like all the same
Just due to their parents.
instilling a very, very consistent operating system
and like almost military-like system on everybody.
But I know other ones
where everybody turned out super different.
And that brings us to the topic of epigenetics.
You know, epigenetics
are basically changing how cells use genes without rewriting the
actual DNA double helix.
So basically, you can change genes without rewriting the double helix.
And that was something that people did
not believe until like five years ago, maybe 10
years ago.
You know, there is an old wisdom saying,
saying that apple doesn't fall too far from the tree.
But the ground matters too.
Where are the grooves?
Which way does everything tend to roll?
Was the tree on a hill that was slanted to one side?
So like we said, all that is even being studied.
But at the end of the day, guys,
repeated decisions that you make
with your own self-agency,
obviously utilizing neuroplasticity,
still come into play, guys.
It's not easy to be the fish
that leaves the school of fish.
That the fish is in and swims against the tide
and ends up somewhere it's statistically improbable to end up.
But it happens.
It's scientifically, mathematically possible.
You see it all the time.
Why do the orcas end up like over here?
You see it, you know, it's not a lot of orcas.
ending up in this water, but occasionally it happens.
So listen guys, the system can screw you over,
but also you can make decisions
that make your situations worse.
Both things can happen and both can be true
at the same time due to the thousand decision theory
and neuroplasticity.
So what you can do guys in understanding
the thousand decision theory and neuroplasticity
is just know that your thoughts are not actions.
It has to do with the last thousand actions that you took.
Yes.
Thoughts do often lead to actions,
but there's not a one-to-one correlation, you know?
Because a lot of people, they think about ambitious things,
but that's the difference
than taking ambitious actions every step forward.
So the best way that a regular, non-Elon Musk,
non-whatever person, right?
can apply neuroplasticity is just understand
that we can sort of slowly figure out
how to rewire our own brains
and our brains control our actions
and our actions determine our futures
and our pathways that we take in life.
Anyway guys, those are my five predictions
for the next five years.
I truly believe that the elites of the world
are not only investing in these sectors
but they are actually proactively building them
and the reason why I made this video
is because I wanna tell you guys to get ahead of it.
Now, some of you guys may already have known this stuff or, you know,
you may have heard about it, obviously, in tertiary ways in the news.
But I'm saying, look, guys,
all of this is going to converge in the future at some point,
more than likely in some sort of like Iron Man mask,
a halo helmet, you know, whatever you want to call it.
You know, it's funny. The manga anime Akira.
Predicted all this in like 1982.
That's when the manga came out
and the anime came out in 1989.
Akira is Kanye's major inspiration
for almost like most of his fashion.
So all I know is that guy Katsuhiro who invented Akira
was really, really special because he predicted some stuff.
And I'll tell you guys this,
this AI Iron Man Jarvis helmet
is already being developed in Shenzhen and Dongguan right now.
There's like 20 AI glasses companies.
Right now, Meta Glasses 3 doesn't even have the screen pop up yet.
So, but that's coming.
I think it's coming in the next one.
And then you pair that with an exoskeleton.
People are going to be able to download the Kobe gameplay package
where they're going to be able to move exactly like Kobe Bryant
for $8,000 in a download with the exoskeleton, you know,
that's called multi-modal AI.
That's AI that works with pictures, speech, and text.
But soon we're going to add
the physical exoskeleton on top of that too.
And yes, I'm sure the version V1 of this Halo helmet Jarvis
is going to look pretty rudimentary.
But eventually it will be Kardashianized.
Kendall.
or Kylie or whoever is going to endorse it just like they
do Meta Glasses and people will use it
to cook food and they'll be able to use it to scan
the macros on their food and it'll be designed in
America but manufactured in China just like the Micro Duck
and basically all five of my predictions
that I just said are all going to come into play
in the convergence of the Akira mask and of course
last but not least we can't forget
the inevitable monthly subscription that comes along with this AI mask
Minority Report future that we're looking at.
I mean, I think that that's naturally where we're headed.
And it kind of goes back to my first point
about the science fiction writers
being about 75, 85% correct.
Man, those guys were some geniuses.
Anyway, guys, those are my five bets for 2031.
I'm seeing versions of all this stuff
take place around the world.
I've been spending time in China,
deep in the supply chain,
in the Pearl River Delta,
Greater Bay Area,
Bayside, which is Silicon Valley.
So, you know.
The Greater Bay in Guangdong.
And, you know, what do you guys think of my predictions?
Am I right? Am I wrong?
Which ones do you agree with?
Which ones do you disagree with?
Let me know in the comments section below.
You know, I'm just a YouTuber.
I'm just a thinker.
And I think for you guys.
Until next time, guys, let me know.
I'm out. Peace.