Time & Money
What makes us alive? What gives us our soul? I think it is our memories. If we could only experience the present with no memory of the past, then we would not have the ability to recognize people, learn, or do much of anything. We would be like bugs. Consciousness is humanity's God-given gift of the perception of time.
The concept of disruptive innovation can be distilled down to one of the universe's most fundamental elements: time. The adage "time is money" prompts an intriguing question: does this also mean that money is time?
Humanity's Greatest Inventions
We understand that the universe exists within a framework of spacetime, where time isn't just a separate entity but an integral part of the fabric of reality itself. According to Einstein's theory of general relativity, time and space are interwoven into a single continuum known as spacetime. Time, in this context, is not merely a measure of change or the sequence of events but a fundamental essence of the universe. Reflecting on history, humanity's most transformative inventions have consistently either saved or redefined time, reshaping our lives and societies.
The Wheel
Dramatically reduced the time needed for transportation, transforming the way societies could move goods and people.
Writing
Enabled the recording and dissemination of knowledge across time, fundamentally altering how information is preserved and shared.
The Printing Press
Accelerated the spread of information, compressing the time from manuscript creation to mass communication.
Electricity
Illuminated the night and extended productive hours, redefining the human day by overcoming the constraints of natural light.
Internet
Enabled instant global communication and access to information while transforming how we spend our time, work, and connect.
Artificial Intelligence
We are living through the dawn of this invention, which is rapidly changing the way we consume, communicate, and create new information.
These innovations are not just technological achievements; they are time-altering events in the context of humanity's journey. Each development has transformed how collective human consciousness experiences time within the universe.
The Largest Companies in the World
Many financial analysts focus on short-term gains, fixating on quarterly profits and various financial metrics that often fail to capture the long-term value of a company. However, if we examine today's leading corporations—Microsoft, Apple, Nvidia, Google, and Amazon—a clear pattern emerges. These tech giants are intricately linked with how we allocate our time, indicating a strong correlation between technological innovations that reshape our experience of time and the accumulation of wealth.
Microsoft
Microsoft transformed the way we interact with computers, play games, and work, consuming significant daily hours of billions of people worldwide.
Apple
Apple revolutionized personal technology with the iPhone and other products, reshaping our attention and daily activities.
Nvidia
Nvidia pioneered the infrastructure for artificial intelligence, which demands substantial computational time.
Google altered how we seek information and engage with content, significantly impacting our use of time in both consumption and creation.
Amazon
Amazon redefined logistics and shipping, dramatically reducing the wait time for online purchases.
These examples highlight only a fraction of the intricate operations of these vast enterprises. However, when viewed through the lens of time as a fundamental unit of value, it becomes clear how these companies have expanded into the giants they are now, offering substantial rewards to early investors who recognized this temporal advantage.
This analysis proposes that one of the key indicators for evaluating the potential of an individual stock is how profoundly a company will change the way people spend their time. If a company cannot offer a transformative impact on time usage, its potential for significant success, and thus its stock's upside, may be limited. Conversely, a company that promises to alter time allocation in meaningful ways could represent a substantial investment opportunity, provided further in-depth research confirms its viability.
This understanding guides us into the realm of fundamental and technical analysis, two key investment techniques used to evaluate and normalize companies alongside their stock prices, aiding in determining optimal investment strategies and timing for entry and exit.