Jordi Visser
@jvisserlabs
22V Research Watch my videos at https://www.youtube.com/@JordiVisserlabs Read my papers at http://substack.com/@visserlabs
Was dir gefallen könnte
🧵 How to Learn (and Teach) AI by Listening Smarter Using one podcast clip to understand embodied AI, Tesla’s next move, and the trillion-dollar robot economy. 👇
Pomp and I sat down yesterday morning to discuss everything that happened in the week. This was just before the Trump post on China, but we talked about that regarding the rare earth risk and the current asset market structure being impacted by First Brands bankruptcy.
I sat down with @jvisserlabs to discuss whether there’s a bubble forming and where Jordi stands — bullish or bearish. We also dive into the AI trade, the supply and demand imbalance driving energy and infrastructure, the growing “debasement trade” as institutions allocate to…
For those wondering, no, there is no AI data centers buildout by 2030 without rare earths. Power is a separate issue but rare earths are a necessity.
I reference this podcast often in my weekly video. My favorite macro podcast of the week in terms of nuggets under the hood. The final 4 minutes about retail taking over market alpha is a must listen. podcasts.apple.com/us/podcast/for…
this is extraordinary please read it; the progress is amazing
🪩The one and only @stateofaireport 2025 is live! 🪩 It’s been a monumental 12 months for AI. Our 8th annual report is the most comprehensive it's ever been, covering what you *need* to know about research, industry, politics, safety and our new usage data. My highlight reel:
All day long, news of AI Bubble. Try to find an AI bubble person who hasn’t been a 15 year BTC bubble person and counting. We need more Annie Duke books! “When we are certain, we stop thinking critically. Binary thinking protects our ego, but it blocks learning. The truth…
The AI boom isn’t a bubble. It’s Pearl Street 1882 at 10x speed and 100x scale. We’re spending $7 trillion to build the next grid not for light, but for intelligence. Edison couldn’t see ChatGPT coming. We can’t see what’s next. “You can only connect the dots looking backward.”…
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