The Hyperscale Advantage: Finding the Next Shopify Before Wall Street Does VIEW IN BROWSER 
In late 2025, I was back in California on a work trip, visiting the tech capital of the world: Silicon Valley. And on a hill overlooking the sprawling office parks and garages that gave birth to Apple (AAPL), Google, and Tesla (TSLA), I realized something both terrifying and wonderful: the world is ripping in two. On one side are those who understand – and they are minting money at a rate that defies logic. On the other? Complete financial annihilation. Right now, 1,000 new millionaires are created in America every single day. That's more than one every other minute. Meanwhile, the bottom 50% of Americans now hold just 2.5% of the nation’s wealth – down from 4% in 1990. The wealth gap between the top 10% and everyone else has reached its widest point since the 1920s. The economic middle ground is shrinking fast. It’s a terrifying reality. How can it be a ‘wonderful’ thing? Because now the path to generating 20X returns in the financial markets isn’t reserved for the venture capitalists on Sand Hill Road. It’s open to all. This ‘hyperscale secret’ is what separates the billionaires from the bankrupt. And it’s the key to turning terrifying into wonderful. Let me show you what I mean. How Linear Thinking Is Destroying Your Wealth After seeing that figure about the creation of millionaires in America, there was probably one thought on your mind… Why aren’t I one of them? It’s not because you aren’t smart or because you don’t work hard. It’s because you are likely betting on the “Old Economy,” using linear thinking in an exponential world. But, of course, that’s how human beings are wired. If you take 30 linear steps, you end up 30 steps away from where you started. Technology, however, does not care about biology. It progresses exponentially. If you take 30 exponential steps (1, 2, 4, 8, 16…), you don’t end up at 30. You end up at 1 billion. This is due to “The Law of Accelerating Returns.” And it’s why it feels like the world is spinning off its axis. Moore’s Law on Steroids: When Technology Compounds Exponentially In 1975, the first digital camera cost $10,000, weighed eight pounds, and captured 0.01 megapixels. Today, the camera in your phone is thousands of times more powerful and costs mere dollars to produce. The acceleration isn’t just in quality – it’s in adoption speed: - The telephone took 75 years to reach 50 million users
- The internet took seven years to reach 50 million users
- Facebook took three years to reach 50 million users
- ChatGPT took just two months to reach 100 million users
Do you see the compression? The timelines are collapsing. It took IBM (IBM) 42 years to become a billion-dollar company. Alphabet (GOOGL) did it in eight. Jet.com did it in just four months. The rate at which companies are growing – and the rate at which wealth is being generated – is accelerating. Instead of years or quarters, we’re measuring growth in days. For example, Netflix (NFLX) made its most recent billion dollars in just 31 days. And Apple did it in less than two. So, if you are holding stocks that grow at 6% a year because “slow and steady wins the race,” you are being lapped by a Ferrari while riding a bicycle. Why Half of Today’s Fortune 500 Will Be Dead by 2035 Now, I mentioned earlier that the world is ripping in two. This isn’t hyperbole. While AI and exponential tech are minting millionaires, they are also obliterating industries that don’t adapt. Remember Blockbuster? In 2004, the company was raking in $6 billion in revenue. By 2010, it was bankrupt, utterly annihilated by Netflix. Look at the taxi industry. For decades, a taxi medallion was a golden ticket… until Uber (UBER) and Lyft (LYFT) arrived, and the industry was devastated. Then there’s retail. Amazon didn’t just compete with stores like Kmart, Sears, Circuit City, and Borders; it made them irrelevant. This is the “dark side” of exponential progress. If you are invested in “Old School” companies – the ones with heavy debt, physical inventory, and linear growth models – you are standing on the tracks while the AI train barrels down on you. According to a September 2025 survey by Resume.org, 1 in 4 companies has already replaced workers with AI. And it’s expected that by the end of 2026, nearly 40% of companies will. This trend is not reversible. You cannot put the genie back in the bottle. We now face a binary choice: make money, or become a statistic. | Recommended Link | | | | Luke Lango, who was once voted America’s Top Stock Picker, just released his #1 AI investment right now… he’s even giving this recommendation away for free. This AI company is positioned to take over a $1.9 trillion industry that has yet to be disrupted. The incredible thing is… not too many people are paying attention to this company right now (you’ll see why here)… And that’s why Luke says this stock — trading around $8 right now — could be the next big 1,000% AI winner. Click here to get the name and ticker symbol right now. |  | | What Makes a Company Hyperscalable? The Zero-Friction Formula So, how do you ensure you’re on the winning side and find the companies that can go from a garage to a trillion-dollar valuation? You need to look for a specific type of business. I call them Hyperscale opportunities. And here is the secret that sounds completely insane until you look at the data: Many of the best businesses in the world today don’t make anything. They don’t manufacture steel, build cars, or drill for oil. Those are “high friction” businesses that require factories, massive labor forces, and expensive supply chains. Hyperscale companies deal in information and data. Think about it. - Uber is the world’s largest transportation service, but it owns no vehicles.
- Airbnb (ABNB) is the world’s largest rental company, but it owns no real estate.
- Meta (META) is the world’s largest media owner, but it creates no content.
These companies built a platform once – and adding new customers afterward costs them virtually nothing. That is hyperscalability. It allows for profit margins that manufacturing companies could only dream of. Case Studies In Disruption Let me give you some concrete examples. Take Shopify (SHOP), a platform that helps people set up online stores. It doesn’t sell the products; it just provides the code. In 2015, the firm had 162,000 businesses on its platform. By 2025, it reached 5.5 million. Because Shopify deals in software, not physical goods, it could handle that explosive growth without exorbitant overhead costs. It went from a $1.2 billion company to an $87 billion giant. And I recommended that stock most of the way. Investors who followed my recommendation on Shopify saw gains as high as 17-fold, turning a $5,000 investment into $85,000. Then there’s Paycom (PAYC), maker of payroll software. Sounds boring, right? Wrong. Once the software is written, the company can sell it over and over again at minimal cost. That’s why Paycom’s market value has increased nearly 11-fold since 2014. Or look at Copart (CPRT), which runs car auctions. But it doesn’t just possess a lot; it invented a virtual auction technology called VB3. The company sits back and rakes in service fees on over 1 million car sales a year. The result? Copart shares have soared 26-fold since their IPO in ’94. I wanted to prove this thesis, so I created an index tracking 15 companies with true hyperscale business models – firms like Shopify, Paycom, and Copart that can add customers at virtually zero marginal cost. This “Hyperscale 15” index delivered returns over 7X greater than the S&P 500 over the past decade. A $10,000 investment in these companies would have grown to over $70,000. But here’s what keeps me up at night – and what should excite you… AI is hyperscalability on steroids. These earlier hyperscale companies still required human customer service, sales, and operations teams. AI eliminates even those costs. Once the model is trained, serving one customer or 1 million customers costs nearly the same. This is why AI startups are reaching billion-dollar valuations in months, not years. And why the next wave of 20X, 50X, even 100X returns will come from AI-powered hyperscale businesses that haven’t even gone public yet. The Hyperscale Investment Thesis: How to Spot 100X Returns Shopify is a fantastic opportunity. But it is just one. I have identified seven AI Hyperscale startups that are ready to change the world and could run like Shopify did from 2015 to 2025. - One is an AI robotics company that Amazon, Walmart (WMT), and Softbank (SFTBY) are all backing to automate warehouses.
- One is a data science firm that is, as far as I can tell, the best in the world at applying AI to data analytics – the “oil” of the 21st century.
- Another is building the “railway” for future AI computing power and is backed by Nvidia (NVDA).
These companies are small. They are hyperscalable. And they are moving fast… Because we are witnessing the inflection point of technology. Once we develop machines that can truly think and learn for themselves, that is it. As AI systems become increasingly capable, the companies that dominate this era will control the future. And the investors who back them will control the wealth. Fifty percent of the Fortune 500 companies we see today will be dead in 10 years, replaced by startups you haven't heard of yet. I want you to hear about those up-and-comers first. My latest video presentation goes into much deeper detail about the Law of Accelerating Returns, the Hyperscale 15 Index, and exactly how to position yourself for this massive wealth transfer. In this presentation, I pull back the curtain on: - The specific AI startups that are poised to become the next Googles and Amazons.
- The “Network Effect” and how to spot it before Wall Street does.
- My “VC Insider” methodology – how I use my Caltech background and Silicon Valley contacts to find these deals before the general public.
If you are tired of single-digit returns and watching other people get rich on the news you read six months too late… then you need to watch this. Don’t let “linear thinking” cost you your financial future. Click here to watch the full presentation and harness that hyperscale momentum. Sincerely, | 
Post a Comment
Post a Comment