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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: 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: 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