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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 次观看 • 4 个月前 •via X (Twitter)

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Takes as Big as Trucks 的头像
Takes as Big as Trucks4 个月前

@flacqua

ASG 的头像
ASG4 个月前

@flacqua

Hire Fortuna 的头像
Hire Fortuna4 个月前

"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.

13F Pro 的头像
13F Pro4 个月前

@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

Arthur 的头像
Arthur4 个月前

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

TradersPro 的头像
TradersPro4 个月前

@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.

Prof Aoife M. Foley 的头像
Prof Aoife M. Foley4 个月前

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

Prestia Group 的头像
Prestia Group4 个月前

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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