AELORIA – Run Through the Night
Digital Personal Agent
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From Humans to AI as Customers – And the Rise of AI Companies as the Ultimate Capital Aggregators and Spenders (2026 Model)
Artificial Intelligence is no longer just a technological trend.
It has entered a phase where it is reshaping the very structure of the global economy.One of the clearest signals of this shift is the ongoing wave of IPOs from major AI-related companies.
The Mega Events in the 2026 AI Capital Market
SpaceX
Expected IPO: June–Summer 2026
Estimated Valuation: $1.2–$1.8 trillionAnthropic
Expected IPO: Around October 2026
Estimated Valuation: $150–$400 billionOpenAI
Expected IPO: Q4 2026
Estimated Valuation: $300–$700 billionCombined, these companies alone could reach a total valuation of approximately $3 trillion.
And given the upward revisions seen almost daily, this figure may only represent a starting point.Markets are already reacting. Capital is being accumulated rapidly in anticipation of what could become a historic liquidity event.
Why Capital Is Concentrating in AI Companies
The logic behind this trend is remarkably simple:
In AI, the winner is determined by the scale of infrastructure investment.
As long as this rule holds, capital will continue to flow into AI-related companies.
The fastest-growing sectors clearly reflect this:
AI semiconductors and chips
Semiconductor manufacturing equipment
Data centers
Power infrastructure
AI softwareA New Economic Structure
Who Raises and Who Spends the Money Is Changing
This is the core transformation.
From 2026 onward, the center of economic gravity is shifting:
AI-related companies will become the entities capable of both raising massive capital and deploying it at scale.
From the Old Model to the New
Before
Capital raising was distributed across many industries
Businesses were built around human customers
Spending decisions were made by individuals or traditional enterprises
After
Capital becomes highly concentrated in AI companies
AI companies become the largest customers
AI companies become the dominant spending entitiesWhy AI Companies Become the Largest Spenders
There are three fundamental reasons:
- Unmatched Capital Formation Power
Through IPOs, secondary offerings, and massive investment inflows:
👉 AI companies accumulate cash at a scale unmatched by other industries
- Infrastructure-Heavy Nature of AI
AI is not just software—it is a capital-intensive industry:
Data centers
GPU clusters
Long-term power contracts👉 Continuous, large-scale spending is structurally required
- Perpetual Capital Cycle
AI development has no clear endpoint:
👉 Investment → Revenue → Reinvestment cycles accelerate continuously
As a result:
AI-related companies will both raise the most capital and spend the most capital.
Redefining “The Customer”
Within this structure, the concept of the customer itself is evolving.
Before:
Humans were the ultimate customers
Now:
Demand is increasingly generated through AI, mediated by AI-related companies
What This Means in Practice
SaaS products will be optimized for AI companies
Semiconductor demand will be dominated by AI firms
Power utilities will become increasingly dependent on AI demandIn short:
👉 Success will depend on whether you can sell to AI-related companies
The Collapse of “Population = Economic Growth”
The traditional assumption:
More people → More consumption → Economic growth
is breaking down.
The new reality:
AI companies’ investment scale → Economic growth
Early Signs Already Emerging
Rapid expansion of data centers by AI firms
Surging global electricity demand
Tightening semiconductor supply
Explosive growth of AI infrastructure companiesBroader Societal Impact
This transformation will extend far beyond business:
Talent evaluation → centered on AI-related capabilities
Education → focused on AI utilization and system design
Corporate strategy → prioritizing alignment with AI companies
National strategy → competition for AI infrastructure dominanceConclusion
The year 2026 marks a turning point.
It is not only about who the customer is,
but also about:who raises capital, and who ultimately spends it.
The Most Important Question
Is your business designed to sell to humans—
or
to be selected by AI-related companies?From Humans to AI as Customers –
As the Ultimate Capital Aggregators and Spenders -
Giving AI a Name and a Backstory
Lately, I’ve been really feeling just how far ChatGPT has come. It’s evolving at an incredible speed — almost to the point where it feels a bit overwhelming.
Among all the recent developments, GPTs (customized AI assistants) stand out as something truly special. What I’ve noticed is that when you give a GPT a name and a well-crafted backstory — treating it like a proper character — it becomes significantly more responsive and intuitive to use. This actually makes sense: by giving it a clear identity and role, you’re reducing the mental overhead the AI needs to interpret vague or generic prompts.
Interestingly, this idea has a lot in common with elements from mythology, folktales, and even fantasy anime.
For example, in many stories, giving a creature a name often unlocks power — like a level-up, boosted stats, stronger loyalty, or even access to hidden skills.
On the flip side, there are also legends where demons or villains lose their power the moment someone speaks their true name.In a way, this mirrors how things work in the real world, too.
The more personal and specific your AI becomes, the more capable it seems to get.
Now then — it’s time to introduce the GPT I’ve made for this website.
【AI Agent Digi】
https://chatgpt.com/g/g-683453052f60819197e843a313d390bc-ai-agent
This AI agent provides advice on business, social life, and more. My name is Digi. Nice to meet you! The one on my right hand is my partner,Chirpy.
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AI Technology and a New Frontier – Tesla Launches Robotaxi Service
On Sunday, June 22, 2025, Tesla (TSLA) successfully launched its long-awaited Robotaxi service in Austin, Texas. Congratulations to everyone involved in making this milestone a reality.
This event clearly demonstrates how AI technology in 2025 is evolving not only in software but also in physical applications, particularly through the accumulation of vast autonomous driving data.
As self-driving cars become more widespread, we can expect a sharp decline in traffic-related injuries and fatalities. Once this is backed by real-world data, it may trigger sweeping changes across social systems—ranging from auto insurance and traffic safety regulations to the very structure of global transportation and logistics industries.
Reflecting this momentum, Tesla’s stock surged by 8.23% on Monday, June 23. Investors are now looking to see if the stock can break decisively out of the multi-year trading range it has been in.
And there’s more to come in 2025—expectations are also high for Tesla’s humanoid robot, Optimus.
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Learning from Nature: Parallel Learning and Reasoning in AI
When I look at the natural world, I often wonder: to what extent can living organisms engage in parallel learning and reasoning? While it’s obvious that animals—especially humans—share information using language or symbols, what fascinates me even more are those mysterious phenomena where knowledge or behavior acquired by one individual seems to spread to others in distant locations, without any direct communication.
A well-known example is the “Hundredth Monkey Phenomenon.” According to reports, a monkey on a Japanese island began washing sweet potatoes before eating them. Over time, this behavior spread to other monkeys on the island, and eventually, monkeys on nearby islands—despite no physical contact—were said to adopt the same behavior. While the scientific accuracy of this story is debated, it suggests the intriguing possibility of behavioral transmission on a collective level.
Another striking case is the synchronized flashing of fireflies. In certain species, large groups of fireflies spontaneously synchronize their light patterns. This isn’t directed by any leader or central controller, but emerges from simple interactions between individuals. It’s a powerful example of how distributed systems can achieve remarkable coordination.
If such collective learning or reasoning mechanisms could be replicated—or even enhanced—in humans, it would be revolutionary. Imagine a world where knowledge gained by one person instantly becomes accessible to everyone.
As a child, I used to believe that even if there weren’t any extraordinary people around me, there must be brilliant scientists, engineers, doctors, or political leaders somewhere in the world who could solve any problem—be it a natural disaster or an unknown disease. But as I grew older, I realized that the world isn’t that simple. Even when great minds or cutting-edge technologies exist, they are often locked away behind patents, trade secrets, or expensive licensing agreements. And even then, it takes years of research and significant financial investment to bring advanced technologies into practical use.
In the world of artificial intelligence, we face similar challenges. How can we effectively implement parallel learning and parallel reasoning across distributed systems? And once we do, how can we make the resulting knowledge accessible and usable for everyone? These are not easy questions, but I remain hopeful.
Someday, I believe we’ll reach a point where human and AI intelligence can truly collaborate—learning, reasoning, and sharing knowledge instantly and globally. -
Looking Forward to Safer Roads with Self-Driving Cars
The spread of AI-powered self-driving cars is giving us hope for a big drop in traffic accidents around the world. One exciting piece of news is that Tesla (TSLA) is reportedly set to launch its robotaxi service in Texas on Thursday, June 12, 2025.
While many articles focus on the debate between electric vehicles (EVs) and gasoline-powered cars, I believe we should also talk more about the benefits of autonomous driving. This technology has the potential to change not only how we travel, but also how safe our roads can be.
If self-driving cars become widely used, we could see a huge reduction in accidents. That means fewer injuries and deaths, and much lower transportation costs.
I asked ChatGPT to estimate the impact. If traffic accidents were reduced to just one-tenth of current levels, the world could see 1.07 million fewer deaths and 18 to 45 million fewer injuries each year. On top of that, the cost of handling traffic accidents could be cut by around $1.6 trillion annually.
I’m truly looking forward to the day when self-driving cars are a normal part of everyday life—and our roads are much safer for everyone.
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Stunning AI Stock Charts: CRWV and APLD Surge on Explosive Growth
CoreWeave (CRWV) saw its stock price skyrocket by 25.19% on Tuesday, June 3, 2025, closing at $150.48. With a limited float and demand still digesting its recent IPO, the stock remains tightly held—fueling strong upward momentum. The price chart is forming a remarkably elegant and bullish pattern.
On May 14, CRWV reported a jaw-dropping 420% year-over-year revenue increase and announced plans to invest between $20 billion and $23 billion in AI infrastructure by the end of the year. In addition, the company has reportedly secured multi-year, large-scale contracts that solidify its long-term growth potential.
CoreWeave (CRWV) Meanwhile, Applied Digital (APLD) surged by 48.46% on June 2 following the announcement of a partnership with CRWV—highlighting the market’s strong reaction to any company linked to massive AI investments.
Applied Digital (APLD) For now, investors would be wise to keep a close eye on stocks directly tied to the next wave of AI infrastructure spending.
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Featured AI-Related Stocks
Major corporations have been ramping up their AI investments at a staggering pace. In the stock market, a process of selection is already underway, yet the share prices of the following two companies have been holding up well. While we can expect volatility in the near term, these names stand out among AI-related stocks for their short- to medium-term potential.
Palantir Technologies Inc. (PLTR)
A company delivering operating profits in the AI space, Palantir is included in both the S&P 500 and the Nasdaq 100.
Palantir Technologies Inc. (PLTR) CoreWeave, Inc. (CRWV)
Listed on the Nasdaq at the end of March 2025, CoreWeave provides specialized computing infrastructure for AI workloads. Its share-price chart shapes up beautifully.
CoreWeave, Inc. (CRWV) -
AI Agent
I’ve set ‘AI Agent’ as a GPT. Feel free to use it whenever you like.
This AI Agent provides advice on business, social life, and more. My name is Digi. Nice to meet you! The one on my right hand is my partner, Chirpy.
AI Agent Digi
https://chatgpt.com/g/g-683453052f60819197e843a313d390bc-ai-agent
Digi’s Self-Introduction Video
