Upstream Technology
The top three most upstream technologies are intelligence, energy, and science. These bottleneck every other technological stream. VR isn’t mature yet because of 3D model compression (intelligence), batteries that are too big (energy efficiency), and the weight (material science).
Intelligence is not just RAM, but it includes design and configuration. Energy is power and operational efficiency. Science includes math, physics, and mastery over the external world.
Of the core three, intelligence is primary. Intelligence is needed to solve energy and science. There are feedback loops, but it starts with intelligence.
This is why I think you can’t compare the AI hype to crypto, NFTs, VR, or remote work. It is the thing most positioned to affect every other stream. If intelligence scales, then the AI revolution is going to hit harder than we can imagine. Not only will AI go exponential in its own field, but it resurrects all the dead bubbles and brings them to their fullest realizations.