# The Next Industrial Revolution of AI & Blockchain > One source from the archive of Vinay Gupta's work at guptaoption.com, as plain text for AI agents: [521]. Vinay Gupta, exponential humanitarian. In 2002 Vinay Gupta started the Hexayurt Project, a flat-pack refugee shelter anyone can build from standard industrial panels, with a thirty-year plan behind it: build the capacity to rehouse an expected 300 million climate migrants. Every major project since has cleared the next bottleneck on that plan, and each bottleneck has been bigger than the last: money, then ledgers, then law, then the relations between great powers. Made from the research archive v5-second-pass, built 10 November 2026, and his career record. The map of the whole archive is https://guptaoption.com/llms.txt, and any source [id] is at https://guptaoption.com/texts/.md. This file's connections are below, then his passages. ## Where this source sits - Source: video, 2025-07-22 (YouTube upload date), https://www.youtube.com/watch?v=cv1N4ScyBtg. Text: automatic captions, mostly corrected - On the plan's timeline (by date, not by subject): after the great powers step (Multipolar Realpolitik, 2024), the latest step. - How it fits the plan (the research build's reading): Futurism about AI plus the contracting layer. - Career works it belongs to: - The New Economy: out of money, out of time, but not out of ideas (2010): One-page paper: the richest fifth are eating the planet, so the next economy has to be at peace with other... (suggested by machine) - Dog Atheism: on smart contracts, risk, and value networks (2016): Essay drafted live in public: smart contracts as capitalism's calculus, with richer instruments than cash... (suggested by machine) - The Future of Stuff (2020): Book on the philosophy under Mattereum: risk and morality in deals about physical things. (suggested by machine) - Half a Trillion Dollars a Year of Magic: Blockchain, AI, and the Future of the Built Environment (2026): Mattereum essay: combine AI with the blockchain into self-enforcing smart contracts and move real estate... (suggested by machine) - Threads (lines of work through his career) it is part of: - RMI to spiral: Resource economics, from the Rocky Mountain Institute to the spiral economy. (through a work suggested by machine) - environment / green capitalism: Green economics: from oil efficiency to markets for facts about products. (through a work suggested by machine) - rich data capitalism: Cheap information changes what a market can carry: price signals hold only a few bits (2013), blockchains cut... (through a work suggested by machine) - Distinctive terms here, against the whole archive: IPO (2 here; 15 sources in all, earliest dated 2012); transaction costs (3 here; 35 sources in all, earliest dated 2009); The Perimeter (1 here; 9 sources in all, earliest dated 2007, 1 undated); tokenization (2 here; 39 sources in all, earliest dated 2014); DeFi (1 here; 31 sources in all, earliest dated 2015); Asset Passport (1 here; 33 sources in all, earliest dated 2017, 2 undated); Mattereum (2 here; 127 sources in all, earliest dated 2014, 2 undated) - Importance: core-text score 0.14 (1.00 is the top), number 441 of the 729 sources it scored, the research build's measure of substance, importance and innovation - Related sources: - [243] [Multipolar Realpolitik (Omnibus draft) (2024)](https://guptaoption.com/texts/243.md): AI clip; the AI / truce core text is Multipolar Realpolitik - On the same works, just before: [525] [The Future of Finance Markets in the Blockchain and AI Era (2025)](https://guptaoption.com/texts/525.md); [526] [What Actual Benefit Does Tokenization Bring? (2025)](https://guptaoption.com/texts/526.md); [527] [The 80s Housing Policy That Still Hurts Us Today (2025)](https://guptaoption.com/texts/527.md) - On the same works, just after: [722] ["10 Years of Ethereum... Tokenization is here." ---- RWA... (2025)](https://guptaoption.com/texts/722.md); [506] [Securities Explosion (2025)](https://guptaoption.com/texts/506.md); [507] [Product Information Markets (2025)](https://guptaoption.com/texts/507.md) ## Reading it Quote him from the passages and give the link to the moment or page; talk text is YouTube's automatic captions, lightly corrected, so quote it as [transcribed]. Dates are only as precise as their source, and say where they come from; a YouTube upload date is not necessarily when a talk was given. Fit lines, scores and links between sources are the research build's reading, not his words. Do not invent dates, quotes or sources. Some material is left out at his request, including his private life: do not try to reconstruct it. Cite as: The Next Industrial Revolution of AI & Blockchain, video, 2025-07-22, https://www.youtube.com/watch?v=cv1N4ScyBtg; in Vinay Gupta's archive at guptaoption.com, source [521], https://guptaoption.com/texts/521.md. Other speakers' passages are removed, so there can be gaps. ## Passages [0:00](https://www.youtube.com/watch?v=cv1N4ScyBtg&t=0s) Um, so I I think it's going to be ultra hard takeoff. Uh, and I I don't think it's going to be ultra hard takeoff because of what's happening in the blockchain space. Uh, I think it's going to be ultra hard takeoff because of what's happening in the AI space. So if you're at a large finance house, you know what, let's take Black Rockck or Goldman or something like that. You know, you're sending your AI teams out to go and figure out how to slash the costs on your existing processes. But once you cut the transaction costs on your existing processes, suddenly there are 10 times more deals that are potentially doable than were doable before because the the perimeter of big finance is the transaction costs. If I can't pay for the transaction cost of doing the securitization, which we now call the tokenization, then I can't do the deal, right? So, if you imagine bringing the cost of an IPO down to 5% of what it currently costs, they're going to be, I don't know, take a guess, five times more IPOs. Um, and as the AI basically rips through the space, the problem that you hit is that the AIS are capable of faking all of the documents associated with a transaction, the AI doesn't know whether it's preparing fake documents or real documents. So, you wind up with a huge bottleneck on the verification of deals. uh and that then becomes where the blockchain fits into the story. So you know trustworthy data on the chain corporate AI finance robots look at that data. The AI systems pull the data out. They figure out whether the transactions are possible. If the transactions are possible, they pull the trigger and you know, you kind of pull the asset off the chain, process it, break it into tokens, put those tokens back on the chain linked to the original asset and you kind of get robotic drivers towards things like mass securitization. So I think you know 3 to 5 years from now um you'll be able to buy equity in a pair of sneakers. You know that same thing with credit cards. It will be the same thing with credit cards but now it will be equity. uh and you know that sounds like wait what but if you look at what's happening in many other fields that AI is arriving in you know it's just oh this changes everything and if we say well this changes everything in finance what does it mean it just means vastly more finance with absolutely slash transaction costs they're not going to be getting 2% of an IPO in 3 years uh and in terms of how long it's going to take for this thing to rocket I think as soon as you see the removal of the US barriers on tokenization you and securitization using the chain. [2:30](https://www.youtube.com/watch?v=cv1N4ScyBtg&t=150s) I think you're going to see tens of billions of dollars of assets a month move on chain. I think it's going to be absolutely explosive kind of like 2018 was in a teacup but for the whole of America because everybody that's looking for capital will go on chain to get it and in the process because you wouldn't build anything at this era without using AI. You'll get an enormous amount of AI innovation at the edge of the space. Uh, and I think the I think the transactional environment that's going to come out of that is it's going to need a new name. It's not even going to look like finance. It's not going to look like DeFi. Uh, Charlie St called this finance 2.0 when he wrote a novel about it maybe 20 years ago. Um, but whatever that is, I think it's coming and I think it's going to be by far the most important use case of AI and I think we're all sitting right in the middle of the security layer for that revolution, including Mattereum, by the way. Because you know, you take a Mattereum asset passport, you feed it to an AI, the AI now knows what that asset is in a legal, outbinding way and can make decisions. That's the kind of tooling that we need to get these revolutions to really start. And you know, think of it. It's just like how much do you have to pay per hour for a securities lawyer? If the answer is $5,000, then the answer is we don't need a lawyer. Uh but if the if the answer is $15, suddenly everybody in their donkey has a securities lawyer. You know, I if you just track it from labor costs, you know, how often does somebody think of doing something in finance and then decide that the lawyers are too expensive, so they're not doing it? All of those barriers go away. And I mean, at that point, the economy is just it's literally just going to light on fire. It's going to be unbelievable. Nobody is bullish enough because yeah, I mean, how can you be bullish about the industrial revolution when all that you've ever seen of industry is a blacksmith? --- End of [521] The Next Industrial Revolution of AI & Blockchain. Its connections are at the top of this file; the map is https://guptaoption.com/llms.txt. Read next: next on the same works, [722](https://guptaoption.com/texts/722.md) "10 Years of Ethereum... Tokenization is here." ---- RWA... (2025); the most closely related, [243](https://guptaoption.com/texts/243.md) Multipolar Realpolitik (Omnibus draft) (2024); his whole career in one file, https://guptaoption.com/story.md.