Mindcraft Theme Bookshelf

Goldman Sachs' Mindcraft compilation explores the 'Agentic Economy' of AI, forecasting 120 quadrillion tokens/month by 2030, alongside emerging cycles in oil capex and global Medtech.

Key Takeaways

• 1.AI token usage is forecasted to reach 120 quadrillion per month by 2030, a 24x increase from today, driven by enterprise agentic workflows.
• 2.A structural oil capex upcycle is expected to begin in 2027, driven by declining reserve lives, plateauing shale production, and geopolitical tensions.
• 3.The Robotaxi industry is projected to reach a $415bn global market by 2035, part of a broader $2 trillion AV industry revenue pool.

Table of Contents

• Decoding the Agentic Economy: The coming inflection in AI usage and margins
• AI Spend vs. Benefit: Marking our views to market
• Top of Mind: Cracks in private credit
• Optical Networking: The next mega trend in AI infrastructure
• The Beginning of a New Oil Capex Upcycle: Back to the 2000s
• Analyzing the Impact of AI on Profit Pools: A transportation case study
• China Medtech Going Global: Assessing the opportunity for surgical robots
• C-Suite Conversations: The value of "terminal value"
• Also on our radar...
• Audibles

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial