How This Big Tech Race Is Changing Our Economy

lightning speed. And as you know, with every revolution comes opportunity. Now, in the early stages, it's hard to know who the winners will be. But what if there was a way that we could profit from this trend regardless of which companies win this new tech race. So in this video, I'm going to break down how the tech race is changing the world, the opportunities for us to join the race, and how to safely position our investments in a win win scenario. Now, for those of you who don't know

who I am, my name is Mark Moss. I've been in the tech space for over two decades now. I launched my first internet business in nineteen ninety nine, before the dot com revolution. Now since then, I've been involved in tech. I've had a fortune five hundred exit from tech companies. I've also been speaking at some of the biggest tech conferences in the world talking about a fifty year technological revolution cycle and how it changes the world.

So let's dig in. All right, So technological revolutions, what the heck is it? Now? If you've been watching me for any period of time or seeing me speaking on stages, of course you've already heard me talking about it. So I'm going to give you a real quick rundown. Now, this is a chart that I've put together that I use often, and what we know is that about every fifty years there is a technological revolution. You might have heard of it called a kwave or conjoint and wave.

It's a forty to sixty year cycle. I call it a fifty year cycle. And so you can see about every fifty years we have a revolution. So we had the industrial revolution. We had steam engines and railways, we had steel, heavy equipment, electricity, we had oil, automobiles, mass production. Nineteen seventy one, we had microchips, brought telecom internet, personal computers, and now here we are right here starting another technological

revolution for the next fifty years. Now. The one thing, well, there's lots of things that are different about technological revolutions, not technologies, but revolutions. Mainly, the point that I want to hit on for this is that they drive financial markets. So what drove the financial markets for the last fifty years, telecom, Internet, personal computers, Jeff Bezos. What drove it the fifty years before that? Well, it was Ford gm ge. What drove

it before that, Oh it was steel. What drove before that, Oh it was railways, it was oil. And so each one of these technological revolutions of course changed the world as we know it because of technology, but they drive financial markets. That's why it's important to get in front of this now. The technological revolution that we're in right now, it's already started. And if I map this out, they happen again about every fifty years, I say, we're right

about there. So it's already gotten started. We've been involved in this for a while. I've been talking about this for years, but there's still plenty of time to catch

this upside right there. Okay, So that's technological revolutions. But specifically, what we want to talk about is as this technology picks up, it requires a lot of energy, specifically energy, and what the goal of the globalists and the politicians and all these things is to transition our energy supply, get rid of fossil fuels, oil gas, and move to electricity and specifically over like solar power and things like that.

They want to re electrify everything. Now, if you watch my videos, you know that I think that's a horrible idea. But this is the case. This is what we're doing now. In places like where I live, for example, they're forcing this top down. California is banning gas appliances. You can't even do gas appliance anymore now. They want everything to be all electric, So they want to push everything onto the electrical grid, including gas appliances, heaters, stoves, things like that.

In California, we can't even buy gas logs for our gas fireplace. It's crazy. They want to push everything. They want to electrify everything. They want everyone to drive evs electric vehicles. So governments around the world and the United States and California specifically have mandates as to when gas vehicles have to be phased out and we have to move to electric vehicles. Of course, those electric vehicles require electric charging stations everywhere for that to happen. And so

really it's about this energy transition. The entire world is trying to go into and again, love it or hate it. Agreed, disagree, it doesn't matter. This is what's happening. Okay, Energy transition, it says here, changing as many processes as possible to operate on low carbon electricity, to move every into electricity. Keating of buildings is being electrified, heat pumps being electricified.

To improve the flexibility of electric grids, the installation of energy storage and supergrids are vital to enable the use of the variable power. So supergrids, superstorage. Okay, So all of these things are changing, and of course we have the rise of we'll talk about AI, but then we have the rise of the robots. This time we are the horses being disrupted, so we have the rise of robots. So you can see everywhere you look, it's all about electricity.

The technological revolution, techechnology is going to require more and more electricity, and not the electricity that we're used to coming from coal and natural gas. But they want to take everything to electricity. We also know that in this technological revolution, and really since the last revolution, since the Internet revolution, we've seen the new oil. What's the new oil? You probably already know by now it's data right. Data

is the new oil. You know that if you don't pay for the product like Facebook and Instagram and TikTok, you are the product. Why because they harvest your data. And so now we have this massive amount of data and as we have this growth of data centers, they're exploding like crazy, and specifically around the new AI booms, we're seeing the amount of data being processed at an alarming rate. As a matter of fact, I mentioned the dot com run up in nineteen ninety nine and two thousand.

We have the dot com crash after two thousand in two thousand and one, so the Internet had just gotten started, had just crashed that year in two thousand and one. More data, more content was created that one year than all of humanity before that year, was double that the next year, double that. It's been moving exponentially, and we can see that the data center market is growing like crazy.

According to McKenzie and one of the largest consulting companies in the world, it's expected to be a ten percent growth through twenty thirty, ten percent every year. Compounding on top of that, experts predict even higher. So McKenzie says that but experts is like, whoa, whoa, whoa. No, it's going to be at least twenty percent annually that this is going to be growing at for the data center

hyper scale market what they're calling it. So the amount of data is growing to the amount of data centers that we have to grow. And if we grow the data centers, what does that mean? It means more electricity that's going to be needed to power all of this. Now we have the AI servers which are super super power hungry, and then of course we have bitcoin, which I talk about all the time, and that's superpower hungry as well. As the price of bitcoin has gone up,

we've seen the mining power also go up. And so the mining the computers that hold the bitcoin transactions and process transactions use a lot of electricity. And you can see how fast hat's grown. So we have power consumption come from all different levels at a parabolic rate. Okay, So now the question is who's going to win in all this? Who wins this race? All right? So in this AI specifically and sort of this new guard that's happening,

we have the new guard. Now, typically what we see with technological revolutions and new technologies is the new guard displaces the old guard. Kodak was there making film for cameras for one hundred years, but then digital cameras came out. They went away creative destruction. So the new guard typically comes and disrupts the old guard. Open Ai is a brand new company, but the old guard doesn't want to

give up. Now it's important to understand these technological revolutions and how they play out, so you can figure out who's going to win. We want to know who's going to win, because which jockey are we going to bet on? Which horse do we want to put our money on? Now it's important to understand the Internet. We can look at that as a parallel. In nineteen ninety eight, which was pre two thousand, these companies dominated AOL, Yahoo, GeoCities, Netscape, Info,

c Hotmail, zd net. How many of those are still around today? Now you do recognize MSN, Microsoft, and Amazon. So we got a couple of those. Aol obviously gone, Yahoo's still there, barely, Geocity's gone, right, So most of these comings from nineteen ninety eight didn't make it. Now. Fast forward on the other side of the dot com to two thousand and three, AOL time Warner gone, Licos Gone,

About Gone, Excite gone. All these are gone. Basically a couple of make it And the point is is that the ones that came first aren't always the one that make it, and so we have this battle over the newcomers and the existing ones, and a lot of the people who were the first movers don't end up making it. Here's a good example from the dot com boom. We had the famous, most famous case, pets dot Com. They went out of business. It was a great idea, buying

pets product online, it was just too early. Today we have a company called Chewy with a fourteen billion dollar valuation, So Chewey was like pets dot Com two point zero. We had webban dot com, which went out of business. Today we use Instacart with a forty billion dollars evaluation. We had e Toys today we have Amazon. One trillion dollar application. GeoCities is gone. Now we have Reddit. Flu Flus was an online currency which is gone. But we

have Bitcoin that's one point two trillion dollars. Now for all of you guys that don't believe in bitcoin and say, oh, but Bitcoin's like MySpace, it's going to go away the next Facebook will come out no flues. Flus was the MySpace. There was at least eight iterations of digital currency. Bitcoin is not the first one. So the question is, when you understand this, it's really hard to know who to bet on because which ones are going to make it,

which ones are going to survive. We can see just in the AI space right now the battle's heating up. Meta just this week steps up in the AI battle to battle open Ai and Google. So Google's got one, Meta's got one, open Ai has got one. Now Twitter's got one x I should say grock right, And so we have all these people battling. So, as an investor who wants to get in on this trend, who wants to make money understanding this is going to drive financial

marksplace fifty years, where do I go? Which one do I bet on? I don't know. I know that early mover often don't make it. Should I bet on the old guard, the new guard? Et cetera? But what if what if we understood the world from a different lens? What if we understood the world from a different lens? Then we realize that there's actually not two sides to a coin, but there's three sides to a coin. There's certainly heads and tails, but what about the edge? And

that's exactly what I want to talk about. What if there's a way that we could profit from this AI boom without having to choose a winner. You know, heads I win and tails I win. Well, that's exactly what I want to talk about. So let's take a look at it. So what we know is that there's a new old metal. Old things are becoming new again. And I'm talking about copper. Now. I know, before you roll your eyes and yawn, Copper's old, right, I get it.

But copper is crucial for this to happen. You see, if we really want to decarbonize the world, if we really want to transition the world, if we really want to go down this route to band fossil fuels and put everything into electricity to decarbonize, we have to have copper. If we really want to build out these data centers, we need to have copper. For military going into World War iie, guess what missiles, missile guidance system, guess what

ammunition all requires copper. Now here's the problem. We have a massive growing demand for copper from like I said, electrifying the grid, decarbonization, all these things, massive massive demand, but we have no new supply. You know, price is always the equilibrium of supply and demand, right, So we have massively growing demand at the same time there's no new supply coming. But it gets even worse because the existing supply that we have is under threat. It's under attack.

As a matter of fact. We can see here. I don't want to go into all the ways, but we can see sustainable copper. Copper's role in a low carbon economy. Win we need it, Energy stores, we need copper. Solar we need copper. We can't go into this world without copper. But here's the problem. Oh, just one more. So we can also see copper is used in military applications. What kind I don't want to go into all of them, but artillery shells, jackets, et cetera. It's the second most

widely used material. Did you know that the second most widely use material by the US Department of Defense, the DoD wiring, guidance systems, ammunition, naval vessels all require copper. Now, do you think there's going to be more military intervention in the future or less? Do you think the demand goes up or does it go down. We can see here copper futures hit record high as data centers are building up. The demand is skyrocketing as we sit here

and talk right now. But here's the problem. We don't have enough supply coming. Part of the reason why we don't have enough supply coming is that according to Blackrock, they say that it's going to take a twelve thousand dollars price on copper in order to incentivize people to go find more in the ground. So there's been almost no exploration. So we have this growing demand, but the supply hasn't expanded, and supply hasn't expanded because we need

twelve thousand dollars price. Now, what does that mean. It means that the price of copper has to go up twenty percent from now. You've probably seen in the news. Is at all time highs already right now. We've been talking about this for a while, but it still needs to go up another twenty percent from here before it even incentivizes people to go get more supply. So we're going to be in this supply demand in balance for

a while. But it gets even worse than that, because let's say hypothetically the price jumps another twenty percent this year, which I think it will probably not hypothetical. Let's say it does great, so then it incentivizes people to go get new supply. But how long does that take. Well, here we have per Stanley Druckenmiller, the greatest investor of all time. I talk about him all the time. Copper will hit new record highs over the next five to

six years, is what he's saying. That's what Standy Ruckamilli is saying. He's a billionaire. But here's the thing. Strong demand for copper is cool, but supply and balances are due to the decade plus lead time. What does that mean from the time they get the money to go get new copper and explore it and find it and get out of the ground, it can take a decade, he says. Right here, copper is a pretty simple story. Pretty simple. I like that it takes about twelve years

to get new supply into the market. So if we have massive growing demand from military, from electrification, from AI, et cetera, and we have no new supply coming for at least a decade or twelve years, per Druggi Miller, what do you think happens to the price. But again, as I was going to say, it gets even worse than that. What am I talking about, Well, we have a lot of problems with the existing supply. So for example,

as I said, it takes about fifteen years. But the problem that we have with the existing supply is political instability. You see, about forty percent of the global copper today comes from South America. Problem is there's political instability that's stopping that production from getting to market. So, for example, Chile and Peru about forty percent of global supply. Over the past couple of years, both countries have seen numerous

scenes of civil unrest and social opposition to mining. Lots of minds are shut down and sitting dormant in Panama, in billion dollar mine sitting there dormant. They can't get out because of the political opposition in too, mining they don't want anymore. Some of these countries want to nationalize it. All of these things, and so that's disrupting the supply. So one increasing supply. Two we can't get a new

supply to the market for a decade. Three the existing supply we have is dwindling at a rapid rate because of this, which is why you see like city, right here, says copper prices climb to a twenty four high as city calls for the start of the metal's second bowl market this century, the second time we've seen in this century. It's a pretty big deal and it's all about to happen right now. Okay, so at this point it might be going great, Mark, that's cool, But like, how do

we play this well? I talk about commodities all the time. It's my favorite place to play. I think it's where the money is hard scarce assets. As I say, so, copper is definitely one of those. So there's really three ways that you can play this. First way is you can buy physical copper. Now I don't mean like going buying a chunk of copper and put into your safe, but you can buy physical copper through many ETFs. Just

search copper ETFs. I'm not going to tell you which one to buy here, but you can find lots of ways to get acts to the price of copper just through ETF that's number one. Number two, you can certainly trade you know, options and futures on this, and so you could try to get a little bit more return on your money doing that way. Options in futures a little bit complex or Third, my favorite way to do this is through copper producers. These are the miners that

produce it. So you see me talking a lot about gold producers, uranium producers, the resource producers, because you know, Buffett doesn't like the metal because it doesn't do anything. But these companies are producers. They actually produce a product. We can look at the profit and we know those profits get returned to us as shareholders. And so that's

my favorite way to play. It's a leverage play. Now, I have a ten point checklist on how to find the best resource mining companies, and you can get it for free. I'm going to go ahead and link to it in the show does down below, and it gives you ten things that you should look at if you're evaluating producers that you want to buy for your own portfolio. Let me show you just a couple of the points that I would look at when I look at producing companies.

Now I'm going to use an actual company here for educational purposes. Okay, So I'm going to break down a real company with three or four of these points that you can go find on your own. I do want to tell you that this is a promotional video. I am not telling you to buy this company. We're doing this for education purposes. But I want to use the real company so you can see this, and I'm talking about a company called Klinx Minds. Okay, so we're going

to break this one down. Caleen X Minds. You can find them right here. Here's their ticker symbol. Now you might recognize this name just because I've talked about them before. I've been working with them for a long time. As a matter of fact, I did a video talking about them right here on July twentieth of twenty twenty. It's been a couple of years since I talked about Kalinak.

At that time. When I talked about it right here, it went up by five hundred and thirty percent since I mentioned it right here, so you you know, could have had a five hundred percent gain here. Now it's come back down and we have another potential entry right here. So just somewhat pretty interesting. The one thing about these resource mining stocks is they're very volatile. They go up and down. This is a four year period right here, and I've talked lots of them that haven't gone up

by this much. But you don't have to be right on all of them. You've got to be right on one out of ten, and you do pretty good ones like this. Okay, but again we're looking at this for educational purpose. So a couple things I talked about. There's no new supply coming because it takes a decade to get and more importantly, or more problematically, the existing supply we have is dwindling because of jurisdictional risks. Okay, so we want to try

to solve that problem. Problems equal solutions or opportunities. We have Klinx Minds, which has hopper ready to go in Canada, which is a very friendly jurisdictional area. Right, They're very friendly to mining, they're friendly to North America. And for all of the copper that we're going to need to build up our grids in North America, we probably want copper from home, and so Calenx Minds has it in

a friendly jurisdictional region ready to go. As a matter of fact, they have six million tons at a five times average grade compared to the rest of the world, so they have better copper than the rest of the world. They have six million tons of it and it's right here in a friendly jurisdiction in Canada. As I said, like here in Panama, they have a ten billion dollar copper mind sitting there stagnant. Now, So the first thing,

I just want to look at the company. I want to look at the resources that they have in Canada. I want to look at how much they have. I want to look at the grade. All right, So we broke that down. The next thing I always want to look at is the team. Typically you hear in investing bet the jockey, not the horse. So who's the team. So a couple things I want to look at with the team is who's heading this up. And so we know that this company, Calanx has Max Porterfield heading this up.

Now he's been there for fifteen years. He was previously with a company called Uranium Energy Corp. Now you might recognize that name because I've talked about them as well. So he's previously at this company. And the reason why I want to understand this is because typically people that are successful move on to other successful things. And so, like I said, you've probably heard me talk about that company.

I've talked about them actually twice in two different videos in eight in August of twenty twenty one, and again in August of twenty twenty two, it went up by two hundred and fifty four percent on from here, and it went up one hundred and twenty seven percent from here. So that company has done amazingly well. He was with them and now he's doing his own company. So I want to bet the jockey in this case, and what I want to see is does he have skin in

the game? Is his money where his mouth is? And we can see that this company has strong insider ownership. About twenty percent of the ownership is with the insiders, and the CEO is the largest sharehold you see today in the news. You know CEOs, these publicly traded companies are dumping their stock left and right. You want to see they have skin in the game. Also, this company has no debt, and their tech team the one that's involved in finding it and bringing it out of the ground.

They have been responsible for three of the last four discoveries in this region, so lots of deep experience in that area. So those are a couple of things I want to look at when I'm looking at a resource play like this, like to play Copper ready to Go in a good jurisdiction. They have a good team, strong inside ownership, skin in the game, no debt and things like that. Okay, Now, in summary, I talk about this all the time. I am long hard scarce assets commodities.

You can't just print more copper or more lithium or more cobalt. You can't do that, or gold, etc. Right, So I'm long hard scarce assets. I also consider bitcoin to be a hard scarce asset. I'm long commodities because the world needs more. As we're building this out, We're going to need more copper, We're going to need more lithium, We're gonna need more wheat. As a matter of fact,

I'm also long technology. So when I can put technology and commodities together, that works out really well from my viewpoint. All Right. Now, lastly, what I'm saying is I think copper is the perfect way to play this because I don't know is it going to be Opening Eye or Microsoft or Google or Twitter that wins this. I don't know which robot company wins. I don't know which ev manufacturer wins. I don't know. But what I do know is every single one of those depends on having more copper. Okay,

So that's how I look at the market. That's how I approach my investments. But i'd love to hear what you have to say. Let me know what you think down in the comments down below. Of course, as always, give me thumbs up on the video if you like it. If you don't, you can give me thumbs down. That's okay, but at least tell me why in the comments down below. And that's what I got. All right, to your success, I'm out.