A SUPERSONIC AI TSUNAMI IS COMING

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Elon Musk describes what’s coming as a Supersonic Tsunami of converging exponentials. AI isn’t improving linearly anymore. We’re watching three exponential curves hit their inflection points simultaneously: compute scaling, model capabilities, and infrastructure deployment. When exponentials converge, you don’t get incremental progress. You get phase shifts.

Let me give you the raw numbers that demonstrate just how fast this is moving. What’s happening with AI revenue right now is unprecedented in the history of business. Anthropic hit $14 billion in annualized revenue in February 2026, growing from $1 billion just 14 months earlier. That figure has since surpassed $19 billion, more than doubling from $9 billion at the end of 2025. There is simply no precedent for this in B2B software.

And yet most people do not know who Anthropic is and what they do. Also, to understand what that means: Anthropic’s monthly revenue run rate is now roughly $1.6 billion per month, and it keeps accelerating. Anthropic projects as much as $70 billion in revenue by 2028.

OpenAI reached $25 billion in annualized revenue at the end of February 2026, up from $21.4 billion at year-end 2025, with full-year 2025 revenue coming in at $13.1 billion. Both companies are now valued in the hundreds of billions, Anthropic at $380 billion following its $30 billion Series G. OpenAI’s most recent private round in February 2026 valued it at approximately $730 billion, with an IPO potentially targeting a $1 trillion valuation.

Nvidia’s, Jensen Huang recently finalized a $30 billion investment in OpenAI and a $10 billion investment in Anthropic, and told investors these will likely be Nvidia’s last private investments in either company, because both are heading toward public markets. Think about that: the CEO of Nvidia, who has better visibility into AI infrastructure demand than anyone on Earth, made $40 billion in bets on these two companies as his final pre-IPO move.

What’s driving this revenue? It’s not IT budgets anymore. The models — Claude from Anthropic, GPT-5 from OpenAI — have crossed a threshold. They’re now competing with labour budgets.

Companies aren’t buying AI to replace servers. They’re buying AI to augment and ultimately displace human labour.

What’s the breakthrough use case? Coding. Claude Code (Anthropic’s agentic coding tool) now has run-rate revenue above $2.5 billion, having more than doubled since the beginning of 2026. Business subscriptions have quadrupled since the start of the year, and enterprise use has grown to represent over half of all Claude Code revenue.

Now you can buy intelligence on a metered basis. Pay per token. No recruiting, no vetting, no retention, no equity. Just intelligence as a utility. Consumers pay $20/month. Enterprise power users pay $200/month. And companies are spending millions per year because the ROI is there.

The Infrastructure Equation

Here’s the infrastructure reality that almost nobody is talking about loudly enough.

The five largest US hyperscalers — Microsoft, Alphabet, Amazon, Meta, and Oracle — have collectively committed to spending ~$690 billion on capital expenditure in 2026 alone, nearly doubling 2025 levels. The vast majority is directed at AI compute, data centers, and networking.

Total global AI spending is forecast to hit $2.5 trillion in 2026, a 44% increase over 2025, according to Gartner. Data centers, GPUs, power generation, chip fabrication. This is the largest infrastructure buildout in the history of technology, by a wide margin.

The rule of thumb in this industry: roughly $50 billion per gigawatt of infrastructure, and approximately $10 billion of annual revenue per gigawatt. Energy equals intelligence.

On a recent earnings call, Jensen Huang estimated that between $3 trillion and $4 trillion will be spent on AI infrastructure by the end of the decade. TechCrunch

This isn’t hype. This is capital deployment at a scale that rewrites the rules of what’s possible. When you’re spending $50 billion on a single data center and generating $10 billion a year in revenue from it, you’re not building a product… you’re building a new economic substrate. You’re building the electricity grid of the 21st century.

The tsunami is here. The question is whether you’re building on the wave or getting buried by it.

AI: The Capability Jump

Those revenue numbers I just showed you are driven by real capability breakthroughs happening right now.

Start here: neuromorphic chips just solved complex physics simulations at 1,000x better energy efficiency than supercomputers. That’s not 10% better. That’s three orders of magnitude. When compute gets that cheap, you don’t just do the same things faster. You do entirely new things that were economically impossible before.

Drug discovery moves from weeks on supercomputer clusters to hours on desktop chips. Climate modeling that required national labs runs on university hardware. Real-time protein folding for personalized cancer treatment becomes viable. This is Dematerialization, demonetization, and democratization followed by disruption (four of the Six D’s) in action.

Meanwhile, China’s DeepSeek launches V4 next-gen models through Huawei and Cambricon instead of U.S. chips. The AI race is officially multi-polar. OpenAI is preparing for the largest AI IPO in history.

And NVIDIA releases Alpamayo — the “ChatGPT moment for the physical world” — bringing reasoning to autonomous vehicles.

What it means: AI just moved from virtual to physical, from U.S.-dominated to globally distributed, and from expensive to radically cheap. All in the same week. And the revenue is proving it’s not experimental anymore: companies like Palantir, the U.S. military, and NVIDIA are running this in production for existential wartime operations.

Energy: Solving the Bottleneck

The elephant in the room: AI requires massive power. Those $50 billion data centers being built need gigawatts of electricity – and the grid was never designed for this.

Global electricity demand from data centers is set to more than double by 2030, reaching around 945 terawatt-hours: roughly equivalent to Japan’s entire annual electricity consumption. In the United States alone, data centers will account for nearly half of all electricity demand growth between now and 2030. AI will drive most of this increase, with electricity demand from AI-optimized data centers expected to more than quadruple by 2030.

Lawrence Berkeley National Laboratory projects U.S. data center electricity demand will grow from 176 TWh in 2023 to between 325 and 580 TWh by 2028 — representing up to 12% of total U.S. electricity consumption.

The grid was simply not built for this. Interconnection queues are backed up two to three years, transmission permitting takes a decade, and the power plants needed don’t yet exist. In just northern Virginia, a 2024 voltage fluctuation triggered the simultaneous disconnection of 60 data centers, a preview of what grid strain at scale actually looks like.

But look at what’s happening to solve it.

Nuclear Fusion is converging – fast: China’s “Artificial Sun” EAST reactor recently breached a major fusion plasma density barrier that researchers had long considered impossible to cross. In 2025, France’s WEST tokamak sustained plasma for over twenty minutes, while EAST maintained high-confinement plasma for nearly eighteen minutes — demonstrating the levels of stability required for commercial operation.

On the private side, the race has never moved faster. Commonwealth Fusion Systems has raised nearly $3 billion, including investments from Nvidia and Google, with the ultimate goal of a 400-megawatt power plant — enough to power around 280,000 average U.S. homes. CFS’s SPARC demonstration machine is expected to produce its first plasma in 2026 and achieve net fusion energy shortly after — the first commercially relevant design to produce more power than it consumes. That paves the way for ARC, their grid-connected power plant, targeted for the early 2030s.

Helion Energy has also begun construction of its first commercial fusion plant, designed to supply power directly to Microsoft’s data centers starting from 2028.

Private fusion investment has mushroomed, growing to $10.6 billion between 2021 and 2025, with the number of private fusion companies more than doubling from 23 to 53 in the same period.

The timeline is compressing. “Fusion in 30 years away” is becoming “Fusion this decade.” Fusion timelines are collapsing in real time — and AI is actually helping accelerate the plasma physics research itself. The irony: the technology that creates the power problem may also be helping solve it.

The wild card: Tesla Terafab: On March 14, 2026, Elon Musk announced on X that the “Terafab Project launches in 7 days” (March 21st).

So, what is Terafab? Musk first outlined the concept at Tesla’s 2025 shareholder meeting, describing a chip fabrication facility comparable in scale to TSMC’s largest plants. During Tesla’s January 2026 earnings call, he confirmed the company would “have to build a Tesla TeraFab: a very big fab that includes logic, memory and packaging, domestically” to avoid hitting a hard ceiling on chip supply in three to four years.

The facility is designed to produce between 100 and 200 billion custom AI and memory chips per year, with an initial target of 100,000 wafer starts per month and an ambition to scale toward one million, roughly 70% of TSMC’s total output, concentrated in a single U.S. facility. The project carries an estimated cost of approximately $25 billion. Tesla’s fifth-generation AI chip, AI5, is expected to be among the first products fabricated at Terafab, with small-batch production in 2026 and volume production projected for 2027.

To be precise: March 21st almost certainly marks the formal kickoff: a groundbreaking or announcement event, not a fully operational fab. Semiconductor fabs of this scale take years to build and commission. But the signal matters enormously. Tesla is joining Apple, Google, Amazon, and Microsoft in a new category of tech company: one that controls its own silicon. When the largest AI compute consumers own their own chip supply chains, the semiconductor industry is permanently restructured.

What It All Means: The energy bottleneck that threatened to constrain AI is being attacked from every direction simultaneously: fusion physics breakthroughs, private capital pouring into next-generation reactors, nuclear power plant revivals, and vertical integration of the chip supply chain. This is abundance thinking in action. When problems get big enough, fast enough, the solutions scale to match.

The constraint isn’t permanent. It never was.

The Supersonic Tsunami: How It All Connects

Here’s what Elon understood: these are not separate trends. They’re one interlocking system.

Neuromorphic chips make AI 1,000x more efficient → inference becomes cheap enough to deploy everywhere → agentic systems run locally in robots and cars. Fusion energy solves the power bottleneck → enables massive AI training clusters → next-gen frontier models get deployed in humanoids → robots work in any environment and can be launched to orbit on Starship for space manufacturing.

And the capital is already flowing. $1 trillion in infrastructure. $50 billion data centers generating $10 billion annually. Companies going from $1 billion to $14 billion in 14 months. This is not speculation…. it’s deployment at a scale that’s rewriting the rules.

The companies being built right now aren’t competing with 2024 business models.

Today’s companies are competing in an “Abundance Economy” where everything becomes possible, where intelligence is free, energy is abundant, labour is robotic, and orbital access is cheap.

As well, the professions are capitulating faster than the machines can replace them. An AMA survey found 81 percent of physicians now use AI, more than double the 2023 rate. New US Senate guidelines permit aides to use Gemini, ChatGPT, and Copilot for official work.

 Large language models, multimodal reasoning systems, and humanoid robots are not displacing one type of work — they are displacing all types of work, and the economic value of human time itself, across every sector, simultaneously.

There is no adjacent labor category to retrain into. The escalator that carried workers from disrupted industries to new ones for two centuries has no destination… it is crumbling.

That future isn’t ten years away. It’s arriving now and deploying over the next 12-24 months.

This will cause chaos particularly for Gen Z. How do they prepare for work in the AI era? Biblical prophecy reveals that in this world that no longer believes that God is in control. and that a spiritual war is intensifying as Satan the prince of this world does his utmost to retain rulership of the world, people worldwide will embrace Satan’s Antichrist ruler that has supernatural powers and promises peace and prosperity. Watch as Biblical end times prophecies unfold in our time.

THE IMPACT OF AI & ROBOTICS ON JOBS

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Amazon, the online retailer behemoth, is the second-largest private employer in the U.S. – 1.5 million people. It’s also one of the largest investors in AI. It’s building out fully autonomous warehouses… It’s working to automate the delivery process with self-driving vans and delivery drones… and 30% of its “workforce” are already robots.

Robots don’t sleep. They don’t take vacations. They never need a break. So, let me ask you this: How much longer until Amazon decides these robots are ready to take on the full workload of its 1.5 million remaining workers? And what do you think will happen when 1.5 million hardworking Americans are suddenly out of a job?

Amazon is far from the only giant that has done this. Walmart Inc. (WMT), the largest private employer in the U.S., is rolling out fully automated distribution centers using a combination of AI and robots. The company’s distribution centers come with one big catch: No people.

Finding good critical thinkers is one of the most difficult things in business. I’m talking about “knowledge workers” – i.e., accountants, business strategists, lawyers, and doctors – who make optimal decisions, are good at problem-solving, can strategize, and always act in the business’s best interests.

The only thing more difficult than finding one good knowledge worker… is finding multiple. For most of the modern era, knowledge work was difficult to scale. These professions typically require years of education, on-the-job training, and experience. That adds up to lots of time and money.

But now, ChatGPT and other forms of AI are killing that paradigm. It makes it so that businesses can scale critical thinking and knowledge work. It doesn’t matter if you have a blue or white collar: AI could threaten your job.

The Quantum Leap

AI is more of a threat now than it was when ChatGPT made its debut in 2022 because of quantum computing.

In classical computing, data is encoded in binary bits. Transistors are like tiny switches that can either be in the on or off position – represented by ones and zeroes.

Every app you use, website you go to, and photo you take is made up of millions of combinations of ones and zeroes. However, a new kind of computing power surpasses the binary limitations of classical computers.

Quantum computers use quantum bits, or qubits, which can represent both 0 and 1 simultaneously due to a concept called superposition. If this all sounds a little confusing, don’t worry. Here’s the critical thing you need to know… Quantum computers allow for multiple computational pathways to be explored at the same time, opening new avenues and speeds for solving complex problems.

Imagine you have a large library and you’re trying to find a specific book. In classical computing, you would search for the book by examining each bookshelf and book one at a time until you find the right one. This approach can be time-consuming, especially if the book you’re looking for is in the back of the library. But imagine a computer so powerful it can explore all the books at once… That’s quantum computing.

It’s been said that the differences between quantum computers and classical computers are even more vast than those between classical computers and pen and paper. That may be an understatement.

We’re talking about machines so advanced that they can instantly execute calculations that would take the world’s most advanced supercomputers nearly half a century to process. It’s not like the transition from the horse and buggy to the automobile. It’s more like horse and buggy to the SR-71 Blackbird… the fastest jet ever made. The difference is utterly mind-blowing.

Quantum computing is real and it’s here. You can think of it as the turbocharger for artificial intelligence. It makes AI faster, more efficient, and more precise.

Quantum computing will give us the ability to solve intractable problems that take so long to tackle using today’s computers that no one even bothers trying. We’re talking about the ability to create, replicate, and commercialize complex analytical thinking and precise physical movement on a scale never seen before… This is the next huge leap forward for the digital elite… the people who have been getting rich while most Americans have been getting left behind.

With quantum computing, the digital elite will have AI that is not constrained by computational speed. Quantum-powered AI will drive efficiencies by getting rid of human workers and driving up corporate profits. No matter the job, robots, software and AI – powered by a new breed of computer – will be able to do it better and cheaper.

I expect that in the quantum era, we will see more technological progress in one month than we are seeing in three years from now. This is the societal and economic equivalent of a 10,000-foot mega-tsunami. It’s about to slam into our world and alter the trajectory of our country forever.

Governments that already have a debt problem that is out of control will be unable to address this unemployment problem and anarchy and lawlessness will be the outcome. The scene is being set for the Biblical prophesied rise of the Antichrist and a one-world government. The recent UN Pact for the Future where world leaders made a landmark declaration pledging concrete actions towards a safer, more peaceful, sustainable, and inclusive world for tomorrow’s generations is a significant move towards a one-world government. My next post will give more detail on the Pact for the Future.

QUANTUM COMPUTING AND HOW IT WILL IMPACT THE JOB MARKET

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Look what happened in the 1970s. Robots started becoming widely used in manufacturing… Corporations began using computers to automate routine tasks… record keeping, database management, accounting… Spreadsheet software could do the work of dozens of entry and mid-level workers…

This put incredible downward pressure on our value as workers… and pay. Technology slashes the number of people needed to do a job or complete a task. Technology is a deflationary force on wages.

The blame for America’s huge and rapidly growing wealth divide is often pinned on politics, race, interest rates, or our money. The truth is, it’s a force FAR larger and more powerful than any of those things. And it’s rarely talked about. The ROOT CAUSE of wealth inequality is technology.

The American worker hasn’t received a meaningful raise in pay since the 1970s. Americans have no money anymore because they’re not being paid. One of the most fundamental ideas of America itself is the belief that anyone who works hard and perseveres can get ahead. That is just no longer true. No matter how hard they work – or how well their investments do – people struggle to get ahead… while going deeper and deeper into debt.

In the modern digital economy, a rising tide no longer lifts all boats… just the mega yachts.

This is the biggest problem our country now faces. Being drastically underpaid and underappreciated is something people can only take for so long. America’s streets are quickly becoming ground zero for a class war that’s been building for years. As this crisis worsens, everyone left behind will turn to more extreme measures, creating an upheaval like we’ve never seen before. It will be a war between the haves and have nots. The people who understand this technology and everyone else.

This will have huge implications for the political landscape in the coming years. The outcry over low pay, joblessness, and wealth inequality will lead to American political power tilting more and more towards big government… towards socialist thinking.

Now, large percentages of wealthy households don’t earn enough income to repay their debts. The single-digit millionaire is the new middle class. Politicians will never allow tens of millions of citizens to go bankrupt. The only plausible solution is a nationwide program from which all citizens receive a regular minimum income, without a need to work… A Universal Basic Income. Some might think “There’s no way this could really happen… Not here.” However numerous pilot programs are already underway across the country. Many are being touted as huge successes… with full support from Tech’s top business leaders… And why wouldn’t they? Universal basic income is a dream come true for Big Tech. It’s like a subsidy for the digital elite. Why pay the salaries of millions of hard-working Americans when Uncle Sam will do it for you? That’s the new era into which we are entering.

Certain things are inevitable right now. Corporate bankruptcies will increase as AI and quantum computing go mainstream. New technology drives out old. Not everyone will adapt. Not everyone can adapt. Many of the companies that won’t make it are sitting in retirement accounts, IRAs, and 401(k)s as we speak… We saw this with the Internet revolution. Amazon killed hundreds of retail chains… Uber destroyed cabs… Netflix killed Blockbuster… The iPhone was the death knell for Kodak.

The percentage of stocks that produce good returns is about to go way down. The percentage of stocks that turn out to be losers is about to go way up. It’s like a wealth divide in the stock market. This has already started.

Millions of high-paying jobs will be reduced or eliminated as well… Regardless of what you do… Sometime in the next 5 years, you or someone you know will be replaced by a robot or an algorithm that does that job better. One that never sleeps, never vacations, never gets sick, doesn’t need healthcare or a 401(k).

As it worsens, we’ll see more and more people falling behind. There will be riots, protests, and violence on a scale we’ve never seen before. This is prophesied in God’s Word, the Bible, as the state of the world before Jesus returns to restore righteousness and rule and reign on the Earth for another 1,000 years. Bible prophecy warns us that we are approaching the last seven years before Jesus returns. It will be a time of intense persecution of Christians.

“Then they will deliver you up to tribulation and put you to death, and you will be hated by all nations for my name’s sake. And then many will fall away, betray, and hate one another. And many false prophets will arise and lead many astray. And because lawlessness will be increased, the love of many will grow cold. But the one who endures to the end will be saved.” Matthew 24:9-13