Bluechip
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Bullish
BEZOS JUST MADE A $6.2B BET THAT WILL KILL YOUR JOB—OR SAVE AMERICA
Jeff Bezos returned as CEO today. Not of Amazon. Of something bigger.
Project Prometheus: The AI company nobody saw coming that just declared war on China’s manufacturing dominance.
While you were worried about ChatGPT writing essays, Bezos spent $6.2 BILLION building AI that manufactures rockets, cars, and semiconductors.
Without humans.
This isn’t theory. It’s operational. He poached 100 top researchers from OpenAI and DeepMind. Blue Origin’s New Glenn rocket that launched last week? The testbed. Your iPhone? About to get 70% cheaper to make. Your car? Designed by AI in weeks, not years.
THE NUMBERS THAT CHANGE EVERYTHING:
China makes 28.7% of everything on Earth. America makes 12%.
Prometheus reverses this through AI that learns physics, not text. Machines that understand metal fatigue, thermal expansion, and material stress better than any human engineer alive.
Manufacturing productivity has been stuck at 0.5% growth for 20 years. Prometheus targets 3-5% annually. That’s $8 trillion in new wealth by 2045. Or 40 million manufacturing jobs eliminated by 2040.
Both will happen.
THE GEOPOLITICAL BOMB:
Every semiconductor, EV battery, and fighter jet could be made in Ohio by 2038. Fully automated. Zero labor cost advantage for China. Complete supply chain sovereignty for America.
This is the CHIPS Act on steroids. The reshoring of the entire industrial base. The end of globalization as we know it.
Vik Bajaj, his co-CEO, built Waymo at Google X. Self-driving cars were impossible until they weren’t. Self-manufacturing factories are next.
By 2040, AI won’t help engineers. It will replace them.
This is either America’s industrial renaissance or the greatest job displacement event in history.
Bezos is betting it’s both.
And he’s never been wrong on a 30-year bet.
$BTC
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