Long Humans ( 1)
Look where capital is flowing and you'll see the world's position on humans. Trillions are going into compute, data centers, and models. At the same time, entry-level job postings have fallen about 35% since 2023, and roughly 43% of recent graduates are underemployed. The market is long AI and short humans.
I think the short side of the trade is wrong. Every major technology wave so far has been followed by infrastructure for humans. Industrialization needed workers who could read and follow processes, so we built public schooling. The knowledge economy needed specialists, so we scaled universities. The technology came first, and then someone built the system that prepared humans to be valuable alongside it. And in each case, that second system became one of the defining institutions of its era.
The AI wave has no such system yet. We have the most powerful technology in history and human development systems designed for the previous era. Schools still train people for an economy where knowledge had a shelf life of decades, and that economy is gone. So the gap between what humans are trained for and what the world needs is widening, while the money that could close it flows to the other side of the trade.
A fair objection is that this time the technology may replace humans rather than complement them, in which case building infrastructure for humans is wasted effort. I'd take that seriously if value were staying in tasks. But it isn't. As AI absorbs well-specified work, the value of a human concentrates in deciding what's worth doing, in judgment under uncertainty, and in figuring things out when no specification exists. Those capabilities get more valuable as AI gets better, and almost nothing is being invested in producing them.
The most valuable resource in the world isn't oil or gold. It's human potential. But resources don't extract themselves. Oil sat underground for millions of years until someone built drills, pipelines, and refineries. Human potential sits inside billions of people right now, and the extraction systems we've built for it (schools, degrees, multiple choice tests) recover a small fraction of what's there.
Everyone understands what AI infrastructure means. We're spending trillions on data centers, chips, and power so machine intelligence has what it needs to grow, and entire industries exist to supply it. Ask me what the equivalent is for human intelligence. Nobody's building it. That's what Zero is, and human infrastructure is the most accurate name for it.
Zero is the long position. We're building, deliberately and from first principles, the system that develops human capability the way past eras built systems to extract their defining resources. When everyone crowds one side of a trade, the other side gets cheap. Humans have never been cheaper to bet on, and the case for betting on them has never been stronger.
The world is short humans. We're long.
- Navid
Inspired by
@ThriveHoldings post titled "Long Humans".
in markets, to go long on something is to bet it grows more valuable over time. much of the conversation today is short on humans, wagering that ai makes people redundant. we believe the opposite is true for the industries
@ThriveHoldings operates in.
we are long humans.
thriveholdings.com/long-humaβ¦