Chris Campbell:

AI’s Millionaire Factory

Jensen Huang doesn’t think AI will steal your job.

He thinks Steve—who sits next to you, types slower, and can’t microwave popcorn without setting off the fire alarm—will steal your job… with AI.

That’s the terrifying equalizer:

Everyone can amplify their skills, Huang says. Even if they don’t know what an API is. (They once yelled at Siri, so close enough.)

And the thing is… this is just the beginning.

Today, AI is the worst it will ever be. And even if it stopped getting better than it is now, it would still reshape industries.

But Huang thinks we’re only a few hundred billion dollars into a multi-trillion dollar AI buildout.

Trillions. With a T.

So, what’s next? Let’s dive into Huang’s biggest predictions…

And how you can use them to stay ahead of Steve.

AI’s Millions of Millionaires

First prediction: AI infrastructure will become as essential as physical manufacturing infrastructure.

Every company that builds a physical machine will also need to operate a second kind of factory: one that produces the AI brains for those machines.

Cars and car minds. Drones and drone minds. Lawnmowers and—God help us—lawnmower minds.

It’s not enough to build the hardware anymore.

You’ll also need a dedicated system to build the software intelligence that controls it…

An ongoing process of training, updating, and improving the models that govern behavior.

At least, that’s how NVIDIA has stayed ahead.

NVIDIA’s edge lies not just in hardware, but in its software moat—CUDA. This enables NVIDIA’s chips to get better over time, making them more valuable long after purchase.

As a result, GPUs like Hopper (H100) retain 75–80% of their value even a year after release. (Unlike your car. Or your Peloton. Or that memecoin your cousin Todd made you buy.)

But it was Huang’s next prediction that got the most airtime on X: “AI will create more millionaires in 5 years than the internet did in 20.”

We’re used to hearing bold predictions from tech billionaires.

But this one? If he’s right, we’re living in the single-biggest wealth transfer in history.

Read that prediction again.

Now look around: Has anything prepared you for that kind of wealth explosion?

Probably not.

So What’s the Play?

You don’t need to code. You don’t need a VC fund or a PhD in computer vision.

What you need is leverage.

Here’s the simplified version of Jensen’s framework—translated from silicon-speak into plain English:

1. Identify where AI removes friction: Wherever something is annoying, repetitive, or slow… AI is coming for it.
2. Think infrastructure, not just products: Platforms, protocols, and pickaxes are where the real wealth is made.
3. Bet on intelligence arbitrage: Those who move fastest to integrate AI will outcompete those still stuck in meetings.
4. Capitalize on trust: AI is powerful. But people still crave humans they can trust. Be the bridge.

This isn’t a gold rush.

It’s something bigger.

Gold rushes end. Infrastructure lasts generations.

You’ll either look back at this moment and say:

“I wish I started then…”

Or:

“Thank God I did.”

Here’s What Steve Would Do

When it comes to investing, the same rules apply: You won’t get outtraded by AI. You’ll get outtraded by Steves… who use AI.

So what is Steve doing? He doesn’t code. He doesn’t day-trade. He thinks Python is just a brand of golf polo.

But he’s definitely looking to use AI to spot under-the-radar opportunities in the markets.

Models just like James’ DeepBlue 2.0. 

In the past, DeepBlue 2.0 flagged:

• Lockheed Martin before Russia invaded Ukraine
• Weight Watchers before Ozempic
• The 2020 crash before it hit CNBC

Right now, as you read this, the next signal’s already loading.

Keep this all in mind as we enter the new year.