Capital, talent, markets.
Click any number for its source. Not investment advice.
Capital
- Fund
Fund an outcome contract paid per controlled patient-year in one health system.
Hypertension control
Most underfunded vs need
Where money is moving
- AI infrastructure~$725B in 2026
- Energy investment$3.3T in 2025
- Data center electricity+17% in 2025
- GLP-1 drugs~$63B in 2025
Talent
- Join
Model the downstream savings per controlled patient so a payer can price the contract.
Hypertension control
- Join
Build the registry and follow-up queue for one clinic network, under its clinical lead.
Hypertension control
- Join
Map who forecasts and procures hypertension medicines in one country.
Hypertension control
Markets
Wealth (overlapping)
- Real estate$393T · -0.5% in 2024 (China housing)
- Debt, all sectors$348T · +$29T in 2025, led by governments
- Bonds$161T · +10.6% y/y
- Listed equitiesAI$152T · +18.5% in 2025
- Farmland$48T · +7.9% in 2024
- Gold~$31T · record highs, then volatile
- Private equity$9.1T · fundraising -17% y/y
- Crypto$3.0T · -30% y/y
- Private credit$2.3T · projected $4.5T by 2030
Biggest, per year
- Construction$14.7T · real output about -2% in 2025
- Healthcare$10.6T
- Insurance$7.8T · +7.2% nominal
- Banking$6.4T · +5%
- ITAI$6.4T · +14.2%
- Education$5.4T · flat since 2019
- Energy$3.3T
- Defense$2.9T · +2.9% real, 11th straight rise
- Tourism$1.6T · +3% real
- Mobile telecom$1.2T
Fastest growing
- Zepbound (obesity)$13.5B · +175%
- Mounjaro (diabetes)$23.0B · +99%
- Data center systemsAI$822B · +62.5%
- Battery storage$66B · additions +40%
- Cloud infrastructureAI$419B · +30%
- SemiconductorsAI$975B · +26%
- Electric cars20M+ units · +20%
- Space economy$686B · +12%
- Cybersecurity$245B · +11.6%
- Nuclear~$70B · +50% over 5 years
Largest companies · 2026-10-04
Got expensive
- Memory chips (DRAM)+171% y/y
- Frontier AI models+36% y/y
- Gold$5,502 peak
Got cheap
- AI output-88% since 2023
- Solar panels$0.09 to $0.11/W
- Eggs$6.23 to $2.50
- Cocoa-70% from peak
Idiot Index: price ÷ cost to make
| Product | Price | Cost | Ratio | Gap |
|---|---|---|---|---|
| Imatinib (Gleevec), 1 year | ~$108,000 | $216 (generic cost estimate) | 500× | closing |
| Sofosbuvir (Sovaldi), hepatitis C course | $84,000 | $178 (cost-based price) | 472× | open |
| Imatinib at retail vs Cost Plus | $9,657 | $47.50 (cost + 15% + fees) | 203× | closing |
| Hospital acetaminophen tablet | $1.50 | $0.015 | 101× | open |
| SMS text (pay per message) | $0.20 | ≤$0.003 | 67× | closed |
| Rocket nozzle jacket (SpaceX) | $13,000 | $200 of steel | 65× | closed |
| Military spare part (TransDigm) | 4,451% profit | the part’s own cost | 45.5× | open |
| Insulin (Humalog vial) | $275 list | $1.45 to $9.64 | 29× | closing |
| Hearing aids, pair | $4,600 prescription | $400 over the counter | 11.5× | closed |