Semis, Tech, Accelerating Obscolecence Changes Economics/Everything

[Arthur Hanson]

The accelerating changes being brought on the semi/tech sector have reached a point that obsolescence has reached a critical mass to the point almost all of our social, legal, economic, educational and social structure are obsolete, plunging us ever more deeper into a world fewer and fewer people understand. Education will have to shortly abandon the degree system for they will be replaced by training on platforms on a subscription basis. Educational institutions will not be about students as about constantly maintaining and updating platforms for current subscribers and building on ramps for new subscribers. Making platforms intuitive to those initially trained in them will be the most valuable skill set in the future. Everything we know will rotate around this new world that is well on its way to gradually displacing our traditional social, educational, government and economic structures. Handling and dealing with ever more rapid obsolescence of literally everything will present ever more new challenges and choices. The builders of subscription platforms will be the winners as is being proved by Netflix, Amazon, Google, Apple and others right now. Soon, education will be about platforms and not degrees for traditional education will fall by the wayside as platforms and nanodegrees are in the process of taking over everything. Just like customers are tied into the TSM platforms and TSM is tied into the ASML, LAM and AMAT platforms among many, the same decisions will have to be made by investors, professionals and customers at all levels and aspects of their lives, from housing, transportation, careers and entertainment. If hard decisions aren't made, life will get increasingly difficult for those that don't. All this will further accelerate progress as compounding takes hold and progress picks up speed to a point the world as we know it will be gone for ever as with the speed of progress forces changes once considered unimaginable at a speed equally unimaginable. As a lone wolf professional investor for the last twelve years exclusively, making these journeys into this brave new world is an ongoing adventure. Anyone or any organization that doesn't make the transition to ever accelerating change is going to suffer. Sadly most government cultures are mired in the past to the point we will all have major challenges before us.
We can already see this, all we have to do is look.