Thrive's $15.3B ADT acquisition framed as the smartest way to invest in AI: own capital, not labor
EXM7777 · x · 2026-11-10
dvdhsu's article "Own your means of production" analyzes Thrive Holdings' October 29 agreement to buy ADT — a company founded in 1874 — for $15.3 billion. The core argument: in the AI era, the best investment isn't betting on labor but owning the means of production — businesses with physical assets, subscription revenue, and field networks that capture capital-side value as AI slashes labor costs. EXM7777 amplified it as "a VERY important read."
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