AI scenarios usually come in two flavors: utopian hype or doom. In episode 2 of "Buying Into the Singularity," Reserve co-founder and CEO Nevin Freeman sits down with Thomas Larson and Romeo Dean of the AI Futures Project — the team behind the viral AI 2027 forecast — to walk through something much rarer: a detailed, step-by-step plan for how humanity actually gets through the intelligence explosion without loss of control, permanent power concentration, or World War III. They call it Plan A / AI 2040.

Along the way: why they want to delay superintelligence until 2040, mutually assured compute destruction (and why US data centers end up in Mongolia), a $1M-a-year citizen dividend that becomes $10M by 2040, why the AI stocks everyone's buying might underperform a broad index, China's EUV bottleneck and the widening compute gap, what happens to land prices, and whether any of this is an AI bubble.

Read Plan A / AI 2040 → https://ai-2040.com
Read AI 2027 → https://ai-2027.com

Guests: Thomas Larson — https://x.com/thlarsen, Romeo Dean — https://x.com/romeovdean
Host: Nevin Freeman — https://x.com/nnevvinn

The AI boom is usually told as a software story. In episode 1 of “Buying Into the Singularity,” Reserve co-founder and CEO Nevin Freeman sits down with Samo Burja — founder of Bismarck Analysis and author of the Bismarck Brief — to make the case that it's really an industrial one: a physical buildout running through chips, TSMC and ASML, gas turbines, atomically-polished mirrors, LNG, cement and steel, big enough to “restart the engine of industrial society.”

Along the way: whether this civilization actually reaches the singularity, who ends up controlling superintelligence, why the scaling hypothesis might be the most pro-human one, the data-center “water” myth, live players vs. dead players, and where Samo thinks the real opportunities are hiding across the AI supply chain.

Guest: Samo Burja — https://x.com/SamoBurja
Host: Nevin Freeman — https://x.com/nnevvinn