Most people will see the future when it arrives. I track it 5 years early. AI · Robotics · Biotech · Quantum · Space Follow if you want to know what's next.
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7 technologies that will change everything by 2030 — and most people aren't paying attention yet.
A thread on what's coming, who's building it, and why it matters.
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1/ AI Agents
Not just chatbots — autonomous systems that complete tasks for you. OpenAI, Anthropic, and Google are racing to build them. In 2026, you'll have a personal AI agent handling your schedule, research, and communications.
2/ Quantum Computing
IBM, Google, and China are all pushing past 1,000 qubits. Quantum will break current encryption, revolutionize drug discovery, and solve problems classical computers can't. The race is real. The timeline is accelerating.
3/ Brain-Computer Interfaces
Neuralink is just the start. Non-invasive BCIs are coming that let you control devices with thought. Medical applications first (paralysis, communication).
Consumer applications by 2030.
4/ Fusion Energy
2023 was the year fusion net energy gain was proven.
Commonwealth Fusion Systems and Helion are racing to commercialize. If fusion works at scale, it changes everything about energy geopolitics.
5/ Humanoid Robotics
Figure, Tesla Optimus, and Boston Dynamics are converging on general-purpose humanoids. By 2028, you'll see them in warehouses and factories. By 2035, they could be in homes. Labor markets will never be the same.
6/ Gene Editing (CRISPR 2.0)
CRISPR cured sickle cell in 2023. Next: targeted cancer therapies, hereditary disease prevention, and potentially longevity treatments. The ethical debates will define the next decade.
7/ Autonomous Everything
Self-driving cars are just the beginning. Autonomous ships, drones, delivery bots, farming equipment, and mining vehicles are all coming online. The physical world is being automated.
If you want to track these technologies — and the ones coming next — follow me.
I post threads, analysis, and early signals on emerging tech every week.
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BREAKING: Trump says Apple chairman Tim Cook should replace Jensen Huang as Nvidia CEO after Huang resigned.
“There is only one man to take his place – TIM COOK of Apple,” Trump posted. “A Legend replaces a Legend!” He also said Huang “has done a fantastic job.”
JUST IN: 🇺🇸 Former Nvidia $NVDA CEO Jensen Huang agrees to testify before Congress over his affair with Chinese spy.
The affair is the headline, but the part that moves $NVDA is the China questions. Whatever lawmakers learn about chip sales could shape the next export rule, and that's real revenue.
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$NVDA - BREAKING: NVIDIA CEO JENSEN HUANG RESIGNS EFFECTIVE IMMEDIATELY
Nvidia announces a major leadership shake-up:
🔸 Jensen Huang resigns as CEO, president and board member, effective immediately.
🔸 Colette Kress, Nvidia's CFO, appointed interim CEO.
🔸 Harvey C. Jones named board chair.
🔸 Search for permanent CEO begins, considering internal and external candidates.
Huang's departure ends his 33-year tenure leading the AI chip giant he co-founded.
Prediction. Screenshot this post, we'll talk again in five years.
They're going to pull it off. Jensen Huang is going to be pushed out of Nvidia.
And here's what happens next.
Elon hires Jensen and puts him in charge of Terafab.
He's already said it publicly: hiring him would be an honor. And Terafab is the project made for him. A chip factory Musk wants to be the largest ever built, one terawatt of compute per year, from design to packaging under one roof. Terafab's challenge is to do in a few years what the industry took decades to build. There's only one man on Earth who knows every layer of that stack.
They execute like absolute maniacs.
Musk brings speed, capital and appetite for risk. Jensen brings thirty years of mastery of the stack: architecture, software, customers, supply chain. Musk builds factories faster than anyone alive. Jensen knows exactly what to put inside them. It's the only duo in the world capable of compressing a decade into three years.
SpaceXAI merges with Tesla.
This isn't even science fiction anymore: independent committees are already studying the merger. Rockets, satellites, AI, robots, self-driving cars, energy, and now chips. One single entity, integrated from silicon to orbit.
The group climbs to $50 trillion.
Today, SpaceX and Tesla are worth around $3.4 trillion combined. $50 trillion sounds insane. But remember: ten years ago, Nvidia was worth a few tens of billions. When you own superintelligence, the robots that do the work and the rockets that go to space, you don't capture a market. You capture the economy.
Elon buys Nvidia.
Meanwhile, Nvidia without Jensen does what every company does after losing its founder: it manages. It protects its margins. It loses ground to its own customers' in-house chips. And one day, it becomes a target. For a $50 trillion group, buying Nvidia is just one acquisition among others.
Jensen becomes the chip boss again.
He takes over the semiconductor division of the new entity. Pushed out of his own company, he gets it back from above, inside the largest industrial group in history.
Sounds crazy? Steve Jobs did exactly that. Pushed out of Apple, he came back when Apple bought NeXT. You know the rest.
Nvidia's board thinks it's getting rid of a problem.
It's creating the biggest competitor in its history.
See you in five years.
JUST IN: 🇨🇳🇺🇸 China says US should not use Nvidia CEO Jensen Huang's Chinese spy relationship allegations to justify imposing tech restrictions.
Who replaces Jensen? The names reported so far. Follow for the chip story as it breaks.
Kress, Nvidia's CFO: some directors favor her as interim CEO (Semafor)
Srouji, Apple's hardware chief: among those considered (Semafor)
Tim Cook: reportedly floated
Bloomberg says an outside firm is running the search.
My bet: Kress as interim, and the permanent pick is the real fight.
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BREAKING: Alice Huang, the founder of Megaspeed International and a suspected Chinese intelligence asset, has returned to China and is living in Beijing, per Bloomberg.
Jensen Huang has admitted to an affair, and Nvidia’s board has launched an independent investigation. Trump has said the FBI is looking into the matter, and Nvidia is facing a class-action lawsuit.
Our message to Nvidia's board:
Do not fire Jensen Huang.
There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution.
First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost.
A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view.
Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment.
The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter.
Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say.
In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal.
We believe Jensen Huang's potential removal as CEO is now ~80% priced in.
Why take an action with massive downside potential when the market has already priced in much of that risk?
The downside of retaining Huang may be limited, while the potential upside is tremendous.
Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021.
Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success.
We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly.
Once the dust settles, firing Jensen Huang would prove to be a costly mistake.
It is time to pause and consult your shareholders.
BREAKING: Nvidia is seeking to find a new CEO to replace Jensen Huang, according to Bloomberg report.
$NVDA - NVIDIA BOARD MEETING WEDNESDAY TO DECIDE WHETHER TO OUST CEO JENSEN HUANG - SOURCE
BREAKING: Jensen Huang of Nvidia, $NVDA, is suspected of having another extramarital affair, with a direct report of his at the company, Kimberly Powell, Nvidia’s vice president of healthcare.
Powell, like Huang, is married, the outlet says.
"To be fired" is still ahead of the reporting. WSJ says the board is preparing to oust him and meets to decide. Markets aren't waiting: Kobeissi has $NVDA down ~$650B in market cap since the first affair story.
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JUST IN: Nvidia $NVDA to convene emergency board meeting today to determine if Jensen Huang should be fired and replaced with a new temporary CEO.
BREAKING: Nvidia, $NVDA, is now working with an "outside firm" to find a new CEO to replace Jensen Huang, per Bloomberg.
The company is also reportedly weighing naming a temporary CEO while searching for a replacement.
The tell is "temporary CEO." If the board had a ready successor, they'd just name one. That lack of a bench is the real $NVDA risk here, more than the headlines.
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Cook is a supply-chain operator, and that fits Nvidia's real bottleneck. But Nvidia's moat is CUDA and Jensen picking the next architecture, not logistics. A caretaker CEO buys time. It doesn't replace that.
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Who is Alice Huang, the Chinese businesswoman tied to Nvidia's CEO? reut.rs/4zvHBj8
Nvidia and CEO Jensen Huang are hit with a shareholder lawsuit over his reported relationship with a woman suspected of spying for China.
The lawsuit, filed Monday in federal court in San Jose, California, accuses Nvidia and Huang of misleading investors by failing to disclose potential national security concerns tied to the alleged relationship.
Huang told employees he had been unfaithful to his wife but did not address his reported relationship with Alice Huang, a former executive at Singapore-based chip buyer Megaspeed.
Nvidia shares closed down 4.3%, wiping out approximately $190 billion in market value. Shareholders filed the lawsuit just five minutes after the closing bell.
See the allegations in the full story: foxnews.com/live-news/ai-new…
