A cognitive-economic phase transition is accelerating toward 2028.
Here’s the investment framework that could define the next decade.

Something unprecedented is happening in global markets. Not another bubble or cycle—but a fundamental phase transition from scarcity-based to abundance-based economics.

Three exponential technologies are converging simultaneously: AI reaching superhuman capabilities, infrastructure approaching zero marginal costs, and planetary coordination systems enabling optimal resource allocation.

The Timeline Is Accelerating

OpenAI CEO Sam Altman recently predicted “intelligence and energy becoming wildly abundant” by the 2030s, with novel AI insights by 2026 and real-world robots by 2027. Solar energy achieved costs below $0.05/kWh, and batteries just broke the critical $100/kWh threshold.

This isn’t speculation—it’s measurable exponential progress following established learning curves.

The Strategic Window: 2025-2027

Our analysis identifies a critical 2.5-year window for positioning before this transition becomes consensus. By 2028, when exponential curves converge above 90% maturity, asymmetric return opportunities largely close (see for e.g. here).

Three-Tier Investment Framework

• Tier 1: Abundance Infrastructure. Renewable energy, battery storage, and electric vehicles showing 15-25% annual cost improvements with visible paths to zero marginal cost.
• Tier 2: Cognitive Augmentation. Brain-computer interfaces with 80-90% clinical success rates. Recent Nature research shows brain-wide neural tracking with no adverse effects—indicating rapid progress toward brain-AI integration.
• Tier 3: Planetary Coordination. AI systems enabling global-scale optimization and post-scarcity resource allocation.

The Data Validates Returns

Examples can be found throughout the economy: AI-assisted researchers discover 44% more materials and file 39% more patents. Target companies show sustained 15-52% annual improvement rates—far exceeding traditional growth metrics.

Traditional diversification optimizes for scarcity-based cycles. But cognitive-economic transitions require exponential positioning focused on learning rates, not earnings multiples.

The question isn’t whether this transition will happen—the curves are measurable. It’s whether you’ll position before consensus makes the opportunity obvious.

See page 23 of the white paper for important disclosures about the information described above and throughout the white paper.