AI 시대에 대비한 투자 전략 고민 🤖

Energy my friend. Energy.

I'm in the same boat (software developer, mid career). I would suggest looking into and mirroring the SALP and VARA hedge funds, they have made very good picks for a while now. After the very quick progress made the last two months i also bought deep out of the money call options on Nasdaq with december 2028 expiration dates. I expect these to expire worthless but see them as an efficient hedge towards an intelligence explosion scenario. A more conservative play is google due to being a top three model developer and the only vertically integrated player. Also they own 10-12% of anthropic (another of the three big model providers).

A few people have already voiced this, so to reiterate: just go with a low-cost ETF (like SPY) that mirrors the S&P 500. Much like the dot-com boom and bust, it's going to be hard to pick winners and losers at this point. We don't really know how AI is going to impact the market quite yet, although everyone has an opinion and speaks confidently about it. The S&P 500 will always track the largest companies, so you'll get those gains without the headache and nail-biting drama of worrying about concentrating your risk within a select group of companies.

It works in theory but not in practice, as you can't necessarily predict which winners even if 'AI wins'. AI might also destroy law revenue but not win in general. And lastly your increased returns are unlikely to offset lost income sufficiently. FIRE is the best thing you can do to protect yourself, not stock pick. Having said that, always good to invest your expertise. You are likely to pick up on 'killer' AI lawtech companies before the general market.

Materials and industrials are 2 industrys not likely to be disrupted. They are main beneficiaries. Stocks have gone up quite a bit but i think they continue with some volatility

The S&P 500

I think the premise of massive white-collar job displacement is overblown. Or if anything, in your specific case, I could see paralegal work being far more at risk rather than lawyers. In any event, AI and machine learning benefits companies across all industries. I don't think it's any one sector or handful of companies that are going to benefit. Could be airlines and hotels having even more horsepower behind their revenue management engines. Or any major retailer being able to analyze and optimize supply chain and just-in-time delivery systems. Or design and manufacturing finding new efficiencies. Pharmaceutical and chemical companies with more ability to data mine trials and studies. The question of "who is going to use and benefit from AI?" is like if you went back in time and asked the same question about... computers or the internet.

Probably things that people always need. Like food and hygiene and medicine.

If you want AI it's the sp500

VGT. Vanguard Technology ETF