In this episode of Top Traders Unplugged, Kevin Coldiron interviews Aubrie Pagano, a general partner at Alpaca VC, about her white paper on the transition to Artificial General Intelligence (AGI). They discuss the potential impact of AI on society and the economy, focusing on the blockers that stand in the way of AGI reaching its full economic potential, such as energy abundance, foundational industry resilience, and agent and human coordination. Aubrie shares her insights on investment opportunities in these areas and speculates on the contours of a future economic system called the Aquarius Economy, where human agency and whisper networks become increasingly important. The conversation explores the roles of different groups in this future society and the potential challenges and opportunities that may arise.
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