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"Planning for 20 years based on today's technology can be risky." Franklin Templeton's Jenny Johnson tells Francine Lacqua why rapid innovation makes it risky to project today’s computing and energy needs decades into the future

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13,418 Aufrufe • vor 4 Monaten •via X (Twitter)

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Profilbild von Takes as Big as Trucks
Takes as Big as Trucksvor 4 Monaten

@flacqua

Profilbild von ASG
ASGvor 4 Monaten

@flacqua

Profilbild von Hire Fortuna
Hire Fortunavor 4 Monaten

"Planning 20 years on today's tech is risky" — exact reason Fortuna auto-routes across Claude, GPT, Gemini, Meta AI and Grok and upgrades automatically as frontier models improve. Operators don't pick the winner, they ride them all. 80% of CS handled, $75k–$200k/year saved.

Profilbild von 13F Pro
13F Provor 4 Monaten

@flacqua The hard part isn't forecasting tech—it's forecasting which tech actually matters. A decade ago we'd have bet the farm on things that are now worthless. Energy infra built for 2026 tech will probably be oversized for 2036's needs anyway

Profilbild von Arthur
Arthurvor 4 Monaten

@flacqua Interesting….Ai compute matching energy infrastructure is a numbing question

Profilbild von TradersPro
TradersProvor 4 Monaten

@flacqua The internet barely looked investable to most people in the 90s and now entire economies run on it, so projecting straight lines 20 years out gets dangerous fast.

Profilbild von Prof Aoife M. Foley
Prof Aoife M. Foleyvor 4 Monaten

@flacqua Excellent and well said. This is infrastructure it’s not like making an Ap, making a laptop or selling software. #Infrastructure see

Profilbild von Prestia Group
Prestia Groupvor 4 Monaten

Jenny Johnson of Franklin Templeton highlights how rapid technological advancements are making long-term forecasts in computing and energy increasingly uncertain, underscoring the need for flexible and adaptive investment strategies that respond to rapidly changing global markets and evolving infrastructure demands. At @WelsMedia, we help developers and investors achieve returns of $50,000 to over $500,000 through data-driven client acquisition systems, delivering 30 to 100 qualified clients within 30 days. Learn more: #RealEstate #Investors #CEOs #Founders #Startups #BusinessOwners #AI #GlobalMarkets

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