Consider investing in the rapidly expanding "non-human" automated economy, a theme already valued at over a trillion dollars. The internet advertising sector is a prime example of this trend's success, operating almost entirely through automated processes. Investors should research leading companies in business process automation and AI-driven services, as these areas are poised for significant expansion. This includes technology and software-as-a-service (SaaS) businesses that help other companies automate their core operations. These sectors are expected to grow very rapidly as automation becomes more widespread across the economy.

The "Non-Human" (Automated) Economy

• The discussion highlights the significant and growing size of the economy driven by automated, non-human processes.
• The internet advertising business is used as a prime example, described as a $300 billion a year market that is "completely non-human" through automated bidding and automated placement.
• The speaker estimates the total "non-human economy" is already worth over a trillion dollars.
• A strong bullish sentiment was expressed, with the speaker stating that parts of the economy where this automation can be deployed "are going to grow very rapidly now."

Takeaways

• Investment Theme: The core takeaway is the massive growth potential in companies that are building or benefiting from the "non-human economy," which refers to sectors heavily reliant on automation and AI rather than human labor.
• Sector to Watch: The internet advertising sector is presented as a mature and successful model of this theme. Investors could explore companies that are leaders in automated advertising technology.
• Growth Outlook: The transcript suggests a strong forward-looking growth trajectory for automation. This implies that investments in companies providing AI and automation solutions across various industries could see significant appreciation.
• Actionable Insight: Consider researching companies that are at the forefront of business process automation, AI-driven services, and digital advertising. While no specific companies were named, the theme points towards technology and software-as-a-service (SaaS) businesses that help other companies automate their operations.