Forward Guidance AI Is Ushering in an Entirely New Economic Paradigm | Jordi Visser
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Nov 26, 2025 
Jordi Visser, a founder and expert in exponential technology trends and AI innovation, shares insights on how these advancements are reshaping the economy. He discusses the limitations of traditional macro models, emphasizing why AI and deflation might be more pivotal than usual data metrics. Jordi explains the infinite demand for AI infrastructure and contrasts today’s tech investment strategies with the dot-com era. He also elaborates on the implications of wealth concentration, Bitcoin's role as a digital asset, and how emerging technologies could redefine economic paradigms.
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MAJORITY Fund Buildout With Mission Cash
- Big tech funds AI buildouts with their immense cash and strategic motives beyond profit, reducing bubble risk.
- Their spending is driven by military, legacy, and mission objectives, not just revenue chasing.
Watch Margins As CapEx Scales
- Monitor profit margin compression as AI CapEx scales and be selective among MAG-7 exposures.
- Expect risk to grow as compute spending accelerates and intelligence enables efficiency breakthroughs.
AI Demand Is Practically Infinite
- Demand for AI compute and services is effectively limitless because intelligence plugs into every machine and creates new needs.
- The transition to VLMs and embodied AI expands revenue opportunities into medicine, robotics, and defense.
