AI × CryptoBullishCrypto Briefing · Jun 117/10
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Jordi Visser: AI demand may outstrip supply, a fundamental shift from labor to compute is underway, and we’re entering an unprecedented super cycle of capital expenditure | Raoul Pal
Jordi Visser argues that AI demand is beginning to outstrip computational supply, marking a structural shift from labor-intensive to compute-intensive economies and triggering an unprecedented capital expenditure super cycle. This supply-demand imbalance could create technological bottlenecks that reshape business cycles and accelerate innovation across sectors.
