2025 Predictions

Can't wait for everyone to tell me how wrong I am

It’s the first Monday back from the new year, which means I can finally get my life back in order and be rid of this endless holiday season.

In today’s issue, I am starting my inaugural predictions.

LFG. 🔥

1. AI Software Tools Are The Hidden Investments

AI is clearly the next world-changing technology. As you know, I have been learning as much as I can, and I recently launched a newsletter all about AI. (Click here to subscribe to AI For Regular People.)

The more I learn about the tech, the more I realize that the media focuses heavily on big stories: NVIDIA, Sam Altman, Elon Musk, OpenAI, Google, etc. But I am seeing a massive opportunity for smaller SaaS products that speak to regular people who will incorporate these tools into their lives and work. In business, every person has their own stack of tech products they use. Every position in a company requires different skills and organization.

The same will happen with AI.

Most of the AI tools I use revolve around online marketing, writing, SEO, and automation. But my accountants will use AI tools for budgeting and projections. Different positions within the accounting firm will also use different tools. The tax planners will use different tools than the estate consultants.

I’m very interested in the long tail of AI. I believe this will be the real investment opportunity in AI. Everything else is already taken.

2. The Year Of Testosterone

Most of you know my view on hormones and the alarming decline in testosterone levels happening worldwide.

I believe 2025 is the year the market explodes.

Young men have spoken. They are sick of woke-ism and feel left behind. Masculinity, for young men and older men, will become cool again. Trump’s 2024 win is a byproduct of this, as young men and mothers of young men have decided they don’t want to hear about toxic masculinity anymore.

There is a crisis among young men. They are falling behind in western society, and a society without strong young men is doomed.

For better or worse, one way to quickly fix the manliness problem is with hormone therapy.

However manufactured the manliness market may be, the fertility market is not. Birth rates and testosterone levels are plummeting, and many will need to inject testosterone to restore fertility to healthy levels.

There is nuance here, as a declining world population has its benefits. The United States is somewhat shielded, as we can immigrate young men to our country without issue (even if we can’t seem to do it without making it a political fight). But countries like Germany, Japan, and China are in serious trouble. Their economies will collapse alongside their birth rates.

Testosterone is a fascinating topic and market. I plan to write more about it in future issues. For now, just know that I believe testosterone and fertility will be booming markets in 2025.

3. The Year Of The Drones

War is hell. It is also responsible for some of the most significant technological advancements in history:

• Blood banks

• Nuclear fission

• Satellites

• The internet

• Pressurized air cabins

And countless other innovations.

The Ukraine war has turned into a drone war. While it’s hard to say Ukraine will “win” against their invaders, it’s equally hard to say they will have lost.

Drones have decimated the Russian military. They depleted the Black Sea fleet, sunk Russia’s flagship, destroyed billions of dollars worth of tanks, advanced jamming and electronic warfare, and did all this at a fraction of the cost.

A $400 drone regularly destroys $4,000,000 tanks. That’s a 999,900% return on investment.

This year, I predict you will get your first packages delivered by drone. Drone shows will become more common than fireworks. The United States will allocate more defense capital to drones and asymmetric warfare than any other department.

When AI and drones combine, the brave new world begins.

4. The Year Of The Sickcare Revolt

This will be a quiet revolt. Most people remain under the thumb of the American sick care system with no way out.

For wealthier Americans, a new healthcare system will emerge, built around private pay, concierge, and non-industrialized care.

I live in a relatively wealthy community. My neighborhood is filled with 30-something couples with two kids under five. Not a single parent I know wants to give their kids ADHD medication. They are deeply concerned about chemicals in our food.

Many parents are opting out of the healthcare system. Sunlight, fresh air, vitamin D, no sugar, and high-protein diets are top priorities. Additionally, these parents are opting out of the mental health cycle. Exercise, psychedelics, breathwork, and community are replacing SSRIs, isolated talk therapy, and perpetual sadness.

I’ve said many times that I love Western medicine. If not for it, I would likely be crippled, as my back surgery saved my life. One of my best friends and training partners has Crohn’s disease. Without modern medication, he would be dead.

But we have gone too far.

As I mentioned, this is a wealthy demographic. Most of America will continue to make themselves sick and rely on the healthcare system to alleviate symptoms. Many will sacrifice financial security for symptom relief. But rich people will opt out and spend money to stay healthy.

5. America Continues To Dominate

America is the most powerful nation-state in history. We run the show, and there’s nothing anyone can do about it.

Nothing lasts forever, and the day will come when the United States is dethroned. But that day is not happening anytime soon.

2025 will be a year where America further separates itself from the rest of the world.

Some interesting facts:

• America has the best farmland in the world, and it’s not close.

• America has the best ports in the world, and it’s not close.

• America has 11 aircraft carriers.

• America has over 600 F-35s. Each one of these planes could dominate most countries alone, and that’s not an exaggeration.

• China’s debt is 297% of its GDP.

• Russia’s economy is about the size of Texas.

• Mexico has a more skilled workforce than China.

• Manufacturing is cheaper in Mexico than in China.

The only thing that can dethrone America is America. But I believe everyone is making so much money that the incentive to do business outweighs the incentive to fight.

I have business partners who are avid Trump supporters. These people are my friends, but more importantly, we are mutually incentivized to cooperate. Most of us are more alike than we are different. I believe the division in our country exists much more in the media than in real life. I’ve never met an American who didn’t want what they thought was best for their family and the country.

We’re all the same, just different.

This fabric will hold the United States together, and the advantages we have in power accumulation will compound in 2025. There’s nothing anyone can do to stop it.

Other Predictions:

• Trump’s tariffs will create inflation and disrupt the bond market, but it won’t happen.

• The Philippines and the United States will strengthen their alliance.

• Local SEO will continue to grow in importance.

• Boomers will spend more money in the economy than millennials.

• Housing prices will keep rising.

• Bitcoin will keep going up.

• Elon and Trump will fight.

• DOGE will flop because there’s no way to decrease federal spending without cutting social services.

• LinkedIn will keep getting bigger.

• Eagles win the Super Bowl. LET’S FUCKING GOOOOOO. 🦅🦅🦅🦅🦅🦅

  

Love you guys. Talk to you tomorrow.

Tim