$NEUROSCIENCE - Neuroscience research infrastructure needs massive investment and will unlock understanding of intelligence, with potential for billion-dollar scale funding opportunities.
$FORMALVERIFICATION - Formal verification and provable programming languages like Lean are about to become mainstream as AI improves at generating verifiable proofs, enabling provably secure software.
$CONNECTOMICS - Brain mapping technology (connectomics) is becoming dramatically cheaper and could attract significant investment from AI labs seeking to understand intelligence.
$GOOGL - Gemini AI assistant demonstrated powerful capabilities for accelerating software development and research, suggesting Google's AI tools are highly competitive.
Bearish:
$LLMS - Current LLM architecture may not be the path to AGI, lacking key capabilities like omnidirectional inference and proper value functions that the brain implements.
$ACADEMIA - Academic research is structurally constrained by poor incentives and inability to pursue large-scale infrastructure projects needed for breakthroughs.