An Essay by Thomas Huhn

The Convergence Thesis

Why AI, Robotics, and Crypto Represent the Greatest Investment Opportunity of Our Lifetime

Three Pillars. One Thesis.

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Artificial Intelligence

From tool to co-worker to autonomous agent. AI is not a software trend — it is a cognitive revolution that will reshape every industry.

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Robotics

When AI gets a body. Humanoid robots will transform factories, logistics, healthcare, and construction — at a fraction of today's labor cost.

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Crypto

The monetary system machines need. Programmable money, smart contracts, and permissionless payments — the infrastructure of the autonomous economy.

The Investment Framework for the Machine Economy

"There are moments in history when the tectonic foundations of the economy shift. The steam engine was such a moment. Electrification. The internet. We are standing at such a point right now. And this time, the transformation is more radical than anything we have ever known."

A 10,000+ word analysis covering the four phases of AI evolution, why machines will need crypto, the geopolitical landscape, brain-computer interfaces, and a concrete investment framework based on Nassim Taleb's barbell strategy.