Topics & People
A business model where AI companies pay content owners for the right to use their data, either for training models or for real-time content integration, as seen with OpenAI's deal with Axel Springer.
A Federal Reserve liquidity program created to support the regional banking system. Its potential extension or replacement is predicted to be the biggest business deal of 2024.
Software-as-a-service businesses that cater to specific industries. Predicted by David Friedberg to be a major business loser in 2024 due to the rise of custom-built software enabled by AI tools.
The trend of artificial intelligence enabling new, low-cost companies to rapidly copy and challenge existing businesses, particularly those with high overhead and process-heavy operations.
A category of companies predicted by Chamath Palihapitiya to be the biggest business winner in 2024, as AI will make it cheaper to create businesses that can attack incumbents with high-cost structures.
Physical assets and raw materials entering a major supercycle, recommended as a hedge against dollar debasement.
Predicted to be a major business loser in 2024 due to the loss of cheap Russian gas, which has undermined its industrial model, and increased competition from the Chinese automotive industry.
A predicted political trend in the US for 2024, where a significant portion of the electorate shows interest in independent or third-party candidates, challenging the dominance of the Democratic and Republican parties.
The dominance of the US dollar as the world's primary reserve currency, which is being challenged by BRICS countries and others in the global South.