Investing

The Hyperscale Advantage: Finding the Next Shopify Before Wall Street Does

Why the best businesses in the world don’t make anything – and how to profit from them

In late 2025, I was back in California on a work trip, visiting the tech capital of the world: Silicon Valley. And on a hill overlooking the sprawling office parks and garages that gave birth to Apple (AAPL), Google, and Tesla (TSLA), I realized something both terrifying and wonderful: the world is ripping in two. 

On one side are those who understand – and they are minting money at a rate that defies logic. On the other? Complete financial annihilation. 

Right now, 1,000 new millionaires are created in America every single day. That’s more than one every other minute. 

Meanwhile, the bottom 50% of Americans now hold just 2.5% of the nation’s wealth – down from 4% in 1990. The wealth gap between the top 10% and everyone else has reached its widest point since the 1920s. 

The economic middle ground is shrinking fast. 

It’s a terrifying reality. How can it be a ‘wonderful’ thing? 

Because now the path to generating 20X returns in the financial markets isn’t reserved for the venture capitalists on Sand Hill Road. It’s open to all.

This ‘hyperscale secret’ is what separates the billionaires from the bankrupt. And it’s the key to turning terrifying into wonderful.

Let me show you what I mean.

How Linear Thinking Is Destroying Your Wealth

After seeing that figure about the creation of millionaires in America, there was probably one thought on your mind… 

Why aren’t I one of them?

It’s not because you aren’t smart or because you don’t work hard.

It’s because you are likely betting on the “Old Economy,” using linear thinking in an exponential world. But, of course, that’s how human beings are wired. 

If you take 30 linear steps, you end up 30 steps away from where you started. 

Technology, however, does not care about biology. It progresses exponentially. If you take 30 exponential steps (1, 2, 4, 8, 16…), you don’t end up at 30. You end up at 1 billion

This is due to “The Law of Accelerating Returns.” And it’s why it feels like the world is spinning off its axis.

Moore’s Law on Steroids: When Technology Compounds Exponentially

In 1975, the first digital camera cost $10,000, weighed eight pounds, and captured 0.01 megapixels. Today, the camera in your phone is thousands of times more powerful and costs mere dollars to produce.

The acceleration isn’t just in quality – it’s in adoption speed:

  • The telephone took 75 years to reach 50 million users
  • The internet took seven years to reach 50 million users
  • Facebook took three years to reach 50 million users
  • ChatGPT took just two months to reach 100 million users

Do you see the compression? The timelines are collapsing.

It took IBM (IBM) 42 years to become a billion-dollar company. Alphabet (GOOGL) did it in eight. Jet.com did it in just four months.

The rate at which companies are growing – and the rate at which wealth is being generated – is accelerating. Instead of years or quarters, we’re measuring growth in days. For example, Netflix (NFLX) made its most recent billion dollars in just 31 days. And Apple did it in less than two.

So, if you are holding stocks that grow at 6% a year because “slow and steady wins the race,” you are being lapped by a Ferrari while riding a bicycle.

Why Half of Today’s Fortune 500 Will Be Dead by 2035

Now, I mentioned earlier that the world is ripping in two. This isn’t hyperbole. While AI and exponential tech are minting millionaires, they are also obliterating industries that don’t adapt.

Remember Blockbuster? In 2004, the company was raking in $6 billion in revenue. By 2010, it was bankrupt, utterly annihilated by Netflix.

Look at the taxi industry. For decades, a taxi medallion was a golden ticket… until Uber (UBER) and Lyft (LYFT) arrived, and the industry was devastated.

Then there’s retail. Amazon didn’t just compete with stores like Kmart, Sears, Circuit City, and Borders; it made them irrelevant.

This is the “dark side” of exponential progress. If you are invested in “Old School” companies – the ones with heavy debt, physical inventory, and linear growth models – you are standing on the tracks while the AI train barrels down on you.

According to a September 2025 survey by Resume.org, 1 in 4 companies has already replaced workers with AI. And it’s expected that by the end of 2026, nearly 40% of companies will. This trend is not reversible. You cannot put the genie back in the bottle.

We now face a binary choice: make money, or become a statistic.

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