What he's saying is not applicable at the scale of the entire economy.
The thesis is simple: invest in the U.S. market, benefit from superior returns, and potentially earn even more because of the long-term weakening of the rupee.
What he's talking about applies to a tiny, tiny percentage of people who have surplus income that they can legally deploy overseas through LRS and improve their lives through capital appreciation.
Take one of my friends as an example.
We started investing through Vested in 2023. Over the years, he invested about $45,000 through himself and his family members (father and mother). Today, his portfolio is worth roughly $126,000.
That's a return of over 280% in INR terms.
Total investment: ₹43.2 lakh
Current corpus: ₹1.2 crore
Now let's talk about the bigger picture.
The AI hypercycle is still going strong, driven by unprecedented capital expenditure.
Google alone is projected to spend $180-190 billion in capex in 2026.
Combined capex from the top firms is projected to be around:
• $800 billion in 2026
• $1.2 trillion in 2027
• $1.1 trillion in 2028
These are projections, and many of them will likely be exceeded.
We're only halfway through 2026.
What we're witnessing is a hypercycle driven purely by AI infrastructure spending, and this likely extends well into 2030. Robotics hasn't even properly entered the conversation yet.
This capital will be deployed into chips, power generation, cooling systems, optics, robotics, energy infrastructure, wafers, networking, cables, and countless supporting industries.
The capex itself can create a powerful feedback loop that drives economic activity and market enthusiasm.
In my view, the window to benefit from this once-in-a-generation opportunity remains open until around 2032, and possibly beyond.
We're only in the third inning of a ten-inning game.
There are only two outcomes.
This is not a debate.
This is not about being rude.
This is not about winning arguments.
It's about protecting your purchasing power so you can provide for yourself and your family and live with dignity.
Outcome 1
You debate endlessly, do nothing, sit idle, or move capital into unproductive assets and markets.
Over time, inflation, currency depreciation, money supply expansion, and the inability of an economy to generate enough high-value STEM-driven output gradually erode your purchasing power.
The decline is slow.
Most people don't notice it.
But when your children graduate, your parents fall sick, you need to relocate because of water shortages, pollution, or extreme weather, you suddenly discover that you don't have enough purchasing power to make those choices.
That's how poverty often arrives: gradually, then all at once.
Outcome 2
You become an enabler for yourself, your family, and your loved ones.
You allocate capital to productive, growing markets where innovation, technology, and economic activity are concentrated.
The objective is simple:
First, protect purchasing power by beating inflation.
Then compound wealth over time.
The choice is yours.
You can either become materially wealthier by acting as an enabler, or remain where you are.
In reality, most people don't remain where they are.
They slowly lose purchasing power and don't even realize it's happening.
One more thing.
It's not just purchasing power that declines.
Products and services deteriorate as well.
Companies rarely stop making products.
Instead, they gradually reduce quality until the offering matches what consumers can afford.
In the end, travelling in a crowded, filthy local train versus flying business class is often a function of choices made years earlier.
@Akshat__world is simply showing people what it takes to make that choice.
Cheers 🤘