World of the Machines
The Book Behind the Thesis
World of
the Machines
the Machines
The Essay is the Map. The Book is the Territory.
The essay you’ve read on this site is the compressed version — the core thesis, distilled to its essence. The book goes deeper. Much deeper.
World of the Machines is the full investment framework for the convergence of AI, Robotics, and Crypto. It covers everything the essay touches — and everything it doesn’t.
"Every civilizational step-change has been defined by the reallocation of a single critical scarce variable. The Intelligence Revolution is a war on Attention. Its weapon is The Token."
"The question is not whether machines will do your job. The question is whether you will own the machines that do."
"The barbell strategy answers the right question: How do I stay in the game — if I'm wrong AND if I'm right?"
"You'll own nothing and be happy is not a prediction. It is a sedative — an ideology that justifies passivity. Don't believe it."
What the Book Covers (Beyond the Essay)
- The Complete Barbell Portfolio — Specific allocations, three variants (conservative, balanced, aggressive), with concrete products accessible to European investors
- The Longevity Chapter — How AI is pushing the boundaries of aging. The smartest money in tech is betting on immortality. Why this is the ultimate long-term investment thesis.
- The Ethics and Philosophy — When does a tool become an identity? What happens when AI agents found companies? Who owns the productivity of machines?
- The Detailed Scenario 2026–2035 — What happens to office real estate, to entry-level jobs, to the birth rate, when machines can do everything?
- The Physical Infrastructure — Copper, tungsten, titanium, uranium conversion — the materials bottlenecks that no AI can solve
- Brain-Computer Interfaces — The full analysis of Neuralink, Synchron, Merge Labs, and the coming synthetic reality
- Risks and Counterarguments — An honest chapter about what can go wrong, including “what if I’m fundamentally wrong”
Coming Soon
Originally published in German as Maschinengeld — Warum KI, Roboter und Krypto eine Ökonomie ohne Menschen erschaffen.
English edition in progress.