Just tried Seedance 2.0 for the first time.
When I step back and realize we’re still right at the beginning of this tech, I honestly can’t even imagine what it’ll look like in a few months, let alone a year from now.
In the end, the tech will keep getting ridiculously good, but I keep thinking it’s the narrative and the story behind it that will really make the difference.
Feels wild to be here right now!!
#AAII가 한국을 명실공히 AI 기술 3대 강국이라 소개했고 정부의 국가대표 AI 사업 (National Sovereign AI Initiative) 가 주효했다라고 소개했습니다~ 기업-정부 원팀으로 겨우 4개월만에 이룬 성과로 앞으로도 더 강력하게 지원하고 국민들이 체감할 수 있도록 확산하겠습니다!
2025년 실적 기준 충격적인 1인당 순이익 비교 👇
(추정치, 조원 단위)
삼성전자 → 40조 순익 / 12.5만 명 → 1인당 3.2억
현대차 → 15조 순익 / 7.3만 명 → 1인당 2.0억
두나무(업비트) → 1.2조 순익 / 600명 → 1인당 20억 🚀
→ 삼성의 6배!
이 격차의 핵심은 소프트웨어 레버리지 + 고밀도 인재 + 경량화된 의사결정
한계비용 거의 0 → 무한 확장
10명이 1,000억 버는 조직이 1,000명 조직을 압도. 토스·무신사·빗썸 등 경량 조직들이 이미 증명 중.
시대 흐름은 경량화.
#송길영 #경량문명 #업비트 #두나무 #삼성전자 #스타트업 #생산성
#ARKInvest#BigIdeas2026#Innovation#AI#Robotics#FutureTech#Investing
ARK Big Ideas 2026: 5가지 핵심 테마 정리 🚀
1. AI & 소프트웨어의 진화
단순 생성형 AI를 넘어 'AI 에이전트' 시대로.
소프트웨어 개발 비용은 급감하고, 기업의 생산성 효율은 전례 없는 속도로 가속화될 전망.
2. 자율주행 & 모빌리티
로보택시(Robotaxi) 서비스가 대중화의 임계점을 넘음.
단순한 운송 수단 변화가 아니라, 도시 구조와 물류 시스템 자체의 재편을 의미.
3. 정밀 의학 (Precision Medicine)
유전자 편집 및 멀티오믹스 기술이 희귀 질환 치료를 넘어 암, 심혈관 질환 등으로 확장.
'치료' 중심에서 '예방 및 완치' 중심으로 의료 패러다임 전환.
4. 에너지 저장 & 전동화
배터리 비용 하락 곡선이 가팔라지면서 전기차(EV)와 재생 에너지 저장 시스템(ESS)의 경제성이 내연기관을 압도하기 시작.
5. 비트코인 & 디지털 자산
제도권 편입 가속화. 단순한 투기 자산이 아닌 '신뢰 기반의 글로벌 화폐 네트워크'로서의 위상 공고화.
"ARK’s Big Ideas 2026 is officially here. 📂 This isn't just a report; it’s a roadmap for the next decade of disruptive innovation. AI, Blockchain, and Robotics are converging faster than ever. Are you ready for the 'Great Acceleration'? ⚡️ Let’s break down the highlights:
🧵 Thread: The Great Acceleration (Big Ideas 2026)
1/ Intro: The Big Picture
🚀 Big Ideas 2026 is out, and the future is accelerating.
We’re not just seeing tech improvements; we’re witnessing a convergence.
AI, Robotics, Energy Storage, Public Blockchains, and Multiomics are merging to reshape the global economy. 🌍💥
The "Great Acceleration" is here. Let's dive in. 👇
2/ Artificial Intelligence: The Central Dynamo
🤖 AI isn't just a chatbot anymore. It's the engine of everything.
Inference costs have collapsed 99% in just one year. We are moving from the "Chatbot Era" to the "Agentic Era." AI agents will soon handle your shopping, travel, and complex tasks.
Productivity is about to go parabolic. 📈
3/ Robotaxis: The $34 Trillion Opportunity
🚗 Driving yourself? That’s becoming a luxury (or a chore).
Autonomous driving costs are crashing below human-driven ride-hail costs. ARK estimates Robotaxis could generate $34 TRILLION in enterprise value by 2030.
Your car sits parked 95% of the time. Robotaxis monetize that time. 💸
4/ Bitcoin: The Financial Revolution
₿ Bitcoin: From "Magic Internet Money" to Institutional Standard.
With ETFs and nation-states jumping in, Bitcoin is maturing. ARK forecasts the total digital asset market could hit $28 Trillion by 2030. Crypto isn't just speculation; it's becoming the new layer of the global financial system. 🏦➡️🔗
5/ Multiomics: Curing, Not Just Treating
🧬 We are debugging the human code.
AI + Gene Editing = The end of "incurable." We’re moving from managing chronic diseases to delivering one-time functional cures.The value of a cure? Priceless for patients, and massive for the economy.
6/ Reusable Rockets: The Space Economy
🚀 Space is finally open for business.
Thanks to SpaceX, launch costs are aiming for <$100/kg. This unlocks global connectivity (Starlink) and even space-based AI compute. The sky is no longer the limit. It’s the new infrastructure layer. 🛰️
7/ Robotics: The Labor Shift
🦾 Robots are stepping out of cages and into our lives.
Generalizable humanoid robots are coming. With labor shortages and aging populations, robots aren't taking jobs—they are saving economies. We are entering a world where physical labor becomes digitized. 📉➡️🤖
8/ Conclusion
💡 The future is faster than you think.
These technologies aren't isolated; they are catalyzing each other.
AI accelerates Robotics. Robotics builds Rockets. Rockets launch Satellites.
Buckle up. We are just getting started. 🚀✨
#ARKInvest #BigIdeas2026 #AI #Bitcoin #Innovation
https://t.co/JPfLU7rIl4