In his 2019 book Life After Google, futurist George Gilder argues that the centralized internet is facing collapse, citing issues like lack of true data ownership and inefficiencies in AI processing. Gilder advocates for a decentralized blockchain infrastructure to address these problems, as demand for machine learning and AI grows.
Key technology companies such as Alphabet Inc. (NASDAQ: GOOGL), Meta Platforms Inc. (NASDAQ: META), and Apple Inc. (NASDAQ: AAPL) could be at risk if Gilder’s predictions hold true. Meanwhile, NVIDIA Corporation (NASDAQ: NVDA) is positioned to benefit from the blockchain economy, with a significant portion of its revenue stemming from AI and data centers. Coinbase Global Inc. (NASDAQ: COIN), the largest cryptocurrency exchange, offers a gateway to the decentralized economy, albeit with regulatory risks. Additionally, Riot Platforms Inc. (NASDAQ: RIOT) provides indirect exposure to Bitcoin, with a consensus price target of $17.35—over 74% upside potential for investors.