The Next Google Will Be an AI-Run Factory

[analyst75]

The next Google won’t curate content.

 

It’ll curate atoms.

 

It’ll 3D print them, weld them, drone them out of hatchways, and route them through an AI-run supply chain.

 

Already, we’re seeing the world tilt back toward physical industry.

 

As of 2025, the global robotics industry is on a tear. The world now has over 4.2 million industrial robots in operation—double the number from just seven years ago.

 

Meanwhile, “industrial software”—the digital layer that tells these machines what to do—was worth $146 billion last year.

 

It's set to more than double by 2030.

 

And then there’s space…

 

The orbital economy was once a playground for dudes with Mars fetishes. Now it’s a cold, hard trillion-dollar sector in the making.

 

In 2022, the global space economy hit $450 billion. One year later? $570 billion. By 2030? Over a trillion.

 

We’re building again.

 

With AI. With hardware. With plasma drives and predictive maintenance. And the companies doing it don’t need likes. They need launch pads.

 

2. Ironworks Will Flip Ivy League

Shop class used to be a place you got sent when you couldn’t sit still…

 

Now it’s where you get sent because the future refuses to.

 

Across America, we’re witnessing a comeback of “learning by doing,” only this time the tools are 3D printers, CNC routers, and robotics kits instead of bandsaws and belt sanders.

 

STEM education has exploded.

 

Since 2010, STEM degrees are up 62%. In 2024 alone, nearly 100,000 Americans were trained in advanced manufacturing via apprenticeships—a 27% jump in just five years.

 

The Ivy League is starting to look over its shoulder.

 

Engineering schools are expanding while humanities departments are quietly downsizing. Robotics programs are getting new wings—and funding. Meanwhile, high school kids are building battle bots and launching weather balloons into the stratosphere.

 

If yesterday’s elite got MBAs, tomorrow’s might come with welding goggles and GitHub accounts.

By Chris Campbell (AltucherConfidential)

 

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