5 Profit Forces in AI to Make Money (And Avoid the Bust)

In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets.

Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean for supply chains, AI hardware, and the race toward energy independence?

Next, we break down Luke Lango’s five profit-driving forces in AI — exploring how each one could shape the biggest opportunities of the decade. We’ll also spotlight breakout stocks in biotech, where science and investing are intersecting in mind-blowing ways. And finally, we’ll dig into power storage for data centers, the critical — and often overlooked — piece powering the AI revolution.

It’s a fast-moving, thought-provoking ride through the ideas, technologies, and players shaping an exponential future.