50 years of devastation in less than a decade

EXCLUSIVE CONTENT

The radio took 38 years to reach 50 million users.

Television took 13 years. The internet, four. ChatGPT hit 100 million users in two months.

Read those numbers again. Because they tell you something critical about what's coming… and how little time you have to prepare for it or be left behind, cast aside into what Yuval Noah Harari calls “the useless class.”

That’s because America is entering a New 1776 Moment…

A convergence of economic, technological, and political forces we haven't seen in 250 years. But there's a part of this story that I believe almost everyone is underestimating…

The speed.

During The Industrial Revolution, the disruption took half a century to play out.

Fifty years of flat wages… collapsing life expectancy… societal upheaval. It was devastating, but it was slow. This time? We're compressing that same level of displacement into a few years.

And the evidence is already screaming at us.

Layoffs have hit recessionary levels… 1.21 million job cuts last year alone. And these aren't factory workers: Salesforce. Microsoft. IBM. Amazon. Intel. UPS. Accenture. PwC.

White-collar jobs.

The bedrock of the American middle class. Being gutted in real-time.

Knowledge work makes up roughly 50% of America's GDP… and McKinsey says AI can already perform tasks that occupy 44% of U.S. work hours. We're not talking about a threat on the horizon.

We're talking about a restructuring that is happening right now… accelerating every single week… and that most Americans won't fully grasp until they're on the wrong side of it.

As Elon Musk put it:

"We have entered the Singularity. 2026 is the year of the Singularity."

And a Nobel Prize winner, Sir Demis Hassabis, says this will be "10 times bigger than the Industrial Revolution and maybe 10 times faster."

10 times faster.

You don't have decades. You don't have years. The window to position yourself is right now.

Luke Lango and I have mapped out exactly what's coming… and, most importantly, what you need to do about it.

The stocks to buy… the stocks to sell… and the three money moves to ensure you're on the winning side of this new economic reality.

➡ Click here to get the full story at no cost.

Good investing,

Porter Stansberry

The Industrial Revolution took 50 years to hollow out the British middle class. AI just cut 45,000 tech jobs in the first two weeks of March.

Meanwhile, Jensen Huang is taking the stage in San Jose today to unveil the next wave of the technology doing the cutting.

Everyone is asking which jobs are disappearing. Almost nobody is asking the question that actually matters... who is building the replacement workforce?

We found an answer. And it just posted a blowout earnings report that nobody is talking about.

AI after they take jobs from people

THE INSIDER EDGE

THE PICKAXE PLAY

Here's the evidence.

Block just slashed 4,000 jobs.

Meta is reportedly planning 16,000 cuts.

Pinterest axed 675 positions and redirected the money into an "AI-forward strategy."

In 2025, companies cited AI in 55,000 job cuts... 12x more than two years earlier. If 2026 continues at this pace, that number could hit 264,000+ by December.

But the panic is the wrong trade.

Think about the Gold Rush. The miners mostly went broke, but the people who sold the pickaxes built dynasties.

The "pickaxes" in this AI wave are agentic automation platforms... software that turns AI models into actual digital workers.

They can be full-blown software employees that can navigate your company's legacy systems, process invoices, onboard customers, and handle support tickets without a lunch break.

Gartner says 40% of enterprise apps will embed AI agents by end of 2026, up from 5% last year. That market is projected to hit $41 billion by 2030.

OUR TAKE: Every company cutting headcount is spending that money on automation instead. The question isn't whether this shift is happening... it's which platform becomes the operating system for the new digital workforce.

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THE BLUEPRINT

$PATH — UIPATH INC.

MKT CAP: $6.2B • STOCK PLAY

What They Do: UiPath is the company that wires AI into the boring stuff... invoice processing, customer onboarding, data entry, compliance checks. The grunt work that keeps a Fortune 500 running but nobody wants to do.

Their Maestro platform orchestrates both traditional software bots and new AI agents on one system, so companies don't have to choose between old automation and the new wave. That's the moat.

Why Now: Q4 earnings dropped last Tuesday and the numbers were clean.

Revenue: $481 million, up 14% year-over-year. ARR hit $1.85 billion, up 11%.

First full year of GAAP profitability in company history, followed by a fresh $500 million buyback announcement.

They also became the first platform to earn AIUC-1 certification, the new industry standard for safe AI agent deployment. In a world where companies are nervous about letting AI agents loose, that safety stamp matters.

THE LEVELS WE'RE WATCHING
ENTRY ZONE	$10.50 – $11.50
STOP-LOSS POINT	$9.50
PRICE TARGET 1	$14.00
PRICE TARGET 2	$16.50
RISK METER	6/10

Post-earnings volatility could create chop this week. The stock trades near multi-year lows, so sentiment is poor even though the fundamentals just improved. Respect the stop-loss at $9.50.

Bull Case: PATH is the only platform with both legacy RPA connections and new agentic AI orchestration... a two-sided moat. Revenue is reaccelerating, the company is profitable, and $500M in buybacks at a $6B market cap is meaningful.

Bear Case: Microsoft, Salesforce, and ServiceNow are all building competing platforms with bigger distribution. If the market consolidates around hyperscalers, PATH could get squeezed. Oil at $95 and VIX above 25 aren't tailwinds for small-cap growth either.

MAR 16 INTRADAY • ~9:45 AM ET

NAMES ON OUR RADAR

THE WATCHLIST

$NOW $115.77 (+1.9%) ▲ LONG

ServiceNow builds the workflow automation platform that 85% of the Fortune 500 relies on. 97% renewal rate, down ~30% from highs, layering AI agents on top of an already-essential system.

$NVDA $184.60 (+2.4%) ▲ LONG

GTC keynote at 2 PM ET today. Vera Rubin chip platform reveal + NemoClaw open-source AI agent framework expected. This could be the catalyst that legitimizes the entire agentic AI ecosystem.

$XOM $155.57 (-0.4%) ▲ LONG

WTI dropped to ~$95 on US-China trade optimism, but Kharg Island strike threats and Hormuz risk haven't gone away. Energy might still be a good short-term geopolitical hedge in this environment.

ON DECK

WHAT TO WATCH TODAY

HIGH IMPACT NVIDIA GTC Keynote — 2:00 PM ET. New chip platform + AI agent tools. Every name in this issue is watching.

HIGH IMPACT US-China trade talks Day 2 in Paris. Bessent & He Lifeng. Watch for headlines that move oil and tech in opposite directions.

MEDIUM Iran/Hormuz. Oil is selling off on trade optimism, but the conflict hasn't ended. Any escalation headline could reverse the move fast.

BOTTOM LINE

The jobs being eliminated aren't coming back. The money is being redirected into automation, and that rotation from headcount to software is the trade of the decade.

Know your levels, know your stop-loss, and don't let a headline turn a setup into a panic.

— The Lead Editor, Main Street Betz

DISCLAIMER

We are a bunch of apes who figured out how to use a Bloomberg Terminal and a group chat at the same time. That combination is either genius or a liability, and we honestly aren't sure which one yet.

Nothing here is financial advice. Seriously. Do your own research. Talk to an actual licensed professional before you YOLO your savings into something you read in a newsletter written by an ape in a hoodie.

Past performance doesn't guarantee future results. The market doesn't care about your feelings, your conviction, or your 'diamond hands.' It will humble you. It humbles us too. That's the game.

We may hold positions in securities mentioned. Trading and investing is risky. Trade at your own risk. Eat Cookiez responsibly.