Buying Into the Singularity

Reserve
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A podcast from Reserve about the AI revolution: the technology, the power, and the future it's pulling us toward. Reserve co-founder and CEO Nevin Freeman explores the AI boom from two angles: how to invest in it and own your share of the buildout, and where AI may really take us in the long term. But it's really about investing our way out of the permanent underclass.

Episodes

  1. Jul 29

    How We Get Through the Singularity Without Losing Control — AI Futures Project

    AI scenarios usually come in two flavors: utopian hype or doom. In episode 2 of "Buying Into the Singularity," Reserve co-founder and CEO Nevin Freeman sits down with Thomas Larson and Romeo Dean of the AI Futures Project — the team behind the viral AI 2027 forecast — to walk through something much rarer: a detailed, step-by-step plan for how humanity actually gets through the intelligence explosion without loss of control, permanent power concentration, or World War III. They call it Plan A / AI 2040. Along the way: why they want to delay superintelligence until 2040, mutually assured compute destruction (and why US data centers end up in Mongolia), a $1M-a-year citizen dividend that becomes $10M by 2040, why the AI stocks everyone's buying might underperform a broad index, China's EUV bottleneck and the widening compute gap, what happens to land prices, and whether any of this is an AI bubble. Read Plan A / AI 2040 → https://ai-2040.comRead AI 2027 → https://ai-2027.com Guests: Thomas Larson — https://x.com/thlarsen, Romeo Dean — https://x.com/romeovdeanHost: Nevin Freeman — https://x.com/nnevvinn

  2. Jul 9

    The AI Boom Is Actually an Industrial Revolution — Samo Burja

    The AI boom is usually told as a software story. In episode 1 of “Buying Into the Singularity,”  Reserve co-founder and CEO Nevin Freeman sits down with Samo Burja — founder of Bismarck Analysis and author of the Bismarck Brief — to make the case that it's really an industrial one: a physical buildout running through chips, TSMC and ASML, gas turbines, atomically-polished mirrors, LNG, cement and steel, big enough to “restart the engine of industrial society.” Along the way: whether this civilization actually reaches the singularity, who ends up controlling superintelligence, why the scaling hypothesis might be the most pro-human one, the data-center “water” myth, live players vs. dead players, and where Samo thinks the real opportunities are hiding across the AI supply chain. Guest: Samo Burja — https://x.com/SamoBurjaHost: Nevin Freeman — https://x.com/nnevvinn

  • 2 Episodes

About

A podcast from Reserve about the AI revolution: the technology, the power, and the future it's pulling us toward. Reserve co-founder and CEO Nevin Freeman explores the AI boom from two angles: how to invest in it and own your share of the buildout, and where AI may really take us in the long term. But it's really about investing our way out of the permanent underclass.

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