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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

13,418 просмотров • 4 месяцев назад •via X (Twitter)

Комментарии: 8

Фото профиля Takes as Big as Trucks
Takes as Big as Trucks4 месяцев назад

@flacqua

Фото профиля ASG
ASG4 месяцев назад

@flacqua

Фото профиля Hire Fortuna
Hire Fortuna4 месяцев назад

"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.

Фото профиля 13F Pro
13F Pro4 месяцев назад

@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

Фото профиля Arthur
Arthur4 месяцев назад

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

Фото профиля TradersPro
TradersPro4 месяцев назад

@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.

Фото профиля Prof Aoife M. Foley
Prof Aoife M. Foley4 месяцев назад

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

Фото профиля Prestia Group
Prestia Group4 месяцев назад

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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