What a week. 

First, I accidentally bought dress pants large enough to parachute with.

Then, a deer threw itself at my car with the determination of a medieval siege weapon.

Caption: The brand new dent.

Then, the TSA frisked me so thoroughly, I asked if they could at least tell me I was special.

And yet… nothing could stop me from getting to Austin.

Right now, Team Altucher is in Texas preparing for tomorrow’s live event.

And today, I’m releasing my notes. (Minus my #1 pick. More on that live at 2PM ET tomorrow.)

Point blank:

Every great technological leap faces bottlenecks.

And in our data-heavy world, those bottlenecks are forming around STACC:

• Storage (Where do we put all this data?)
• Talent (Who’s actually building all of this?)
• Amps (Energy) (What’s powering this madness?)
• Compute (Who gets the GPUs?)
• Cybersecurity (How do we stop it all from breaking?)

In the old world, the answer was simple: Make it bigger, throw money at it, and hope for the best.

But that world is dead.

The answer isn’t “bigger.” It’s smarter, more modular, and tailored to context.

Composability is the new scalability.

Let’s break it down.

1. STORAGE: Not Enough Space in the Closet

Old World: Data hoarding. Centralized cloud storage. Expensive and fragile.

• AWS, Google Cloud, and Microsoft Azure control half of the world’s data and keep raising prices.
• Storage in data centers consumes as much energy as small countries.
• Companies store useless data because they’re afraid to delete anything.

New World: Decentralized, modular, and contextual storage.

• Decentralized storage for permanent or long-term data.
• DePIN (Decentralized Physical Infrastructure Networks) – Distribute storage across unused resources worldwide.
• DNA Storage – Yes, storing data in synthetic DNA. It’s ultra-dense, can last for thousands of years, and is already being tested by Microsoft and ETH Zurich.

Composability means different storage solutions for different needs.

Not everything should go into a hyperscale data center. Some things should go on-chain. Some should go into DNA. Some should go into your sock drawer.

The winners are those who bring these solutions together.

2. TALENT: The Hidden Einsteins Problem

Old World: Linear, credential-based talent acquisition.

• AI is eating software jobs faster than universities can train new ones.
• The best minds in the world are working on ads, not solving the energy crisis.
• There are millions of hidden Einsteins who don’t go through the Ivy-League pipeline.

New World: Distributed, permissionless, AI-augmented talent networks.

• Open-source development (Gitcoin, Stack Overflow, Replit) – Talent isn’t hired, it’s tapped into.
• On-chain reputation & bounties – Work isn’t assigned by HR. It’s executed in decentralized, transparent ways.
• AI copilots – Every person gets an AI assistant. The barrier to entry for programming, research, and content creation drops to nearly zero.

Composability means you don’t need a single employer to develop talent. Instead of universities and credentialism, the future is real-time, on-chain proof of work.

3. AMPS (ENERGY): The Grid is a Joke

Old World: Centralized, fragile energy grids.

• AI compute demands could exceed global energy production by 2040.
• Governments keep subsidizing old energy infrastructure instead of innovating.
• Power outages are increasing because grids aren’t designed for AI, EVs, or real-time load balancing.

New World: Decentralized energy production, storage, and distribution.

• Microgrids – Localized, resilient energy networks that don’t rely on a centralized grid. (Up 20x in the USA in the past 5 years.)
• AI-driven load balancing – Instead of guessing energy demand, smart grids optimize supply in real time.
• Peer-to-peer energy trading – Sell excess power directly to your neighbor, without a middleman.

Composability means energy isn’t a single-point failure system. Energy flows like the internet—distributed, adaptive, and resilient.

4. COMPUTE: Nvidia Can’t Print GPUs Fast Enough

Old World: Compute monopolies.

• Nvidia owned the AI boom, with a massive market share in AI chips.
• AI researchers and startups can’t even get access to GPUs without gatekeepers.
• The cost of training models is astronomical.

New World: DePIN compute, decentralized AI inference.

• Decentralized marketplaces – Open marketplaces for GPU compute.
• Edge computing – AI models run locally instead of relying on massive cloud infrastructure.
• Specialized AI chips (ASICs, neuromorphic computing) – Instead of trying to scale general-purpose GPUs, use hardware optimized for specific AI tasks.

Composability means compute power gets allocated dynamically.

5. CYBERSECURITY: The World is Already Hacked

Old World: Centralized security models.

• Trust everything inside the firewall. Block everything outside.
• If one part of the system gets compromised, everything is compromised.

New World: Zero-trust, AI-driven, decentralized security.

• Zero-trust architecture – No implicit trust in any system component.
• AI-powered anomaly detection – Instead of waiting for attacks, AI finds and neutralizes threats before they happen.
• Blockchain-based permissions– No more passwords. Verification happens on-chain.

Composability means security isn’t about perimeter defense. It’s about adaptive, decentralized protection.

Integration is the New Innovation

The old world scaled by making things bigger. The new world scales by making things modular, composable, and adaptive.

• Monolithic storage? Modular, context-based solutions win.
• Credential-based talent? Open-source, AI-augmented talent pools win.
• Fragile energy grids? Distributed, intelligent, composable grids win.
• GPU monopolies? Breaking apart. Important, but decentralized compute marketplaces win.
• Centralized security? Zero-trust, AI-driven cybersecurity wins.

The future doesn’t belong to one big thing. It belongs to everything working together.

So stop looking for the next monopoly.

Start looking for the networks, protocols, and composable solutions that will define the next era.

More on my #1 pick for this new era tomorrow.

If you haven’t already, bookmark our Tech Turning Point page…

We’re going live tomorrow (Tuesday, March 11th) at 2PM ET.