Ejaaz (Ejaz)
Founder and CIO at 26CC and an AI/technology investor and commentator, providing expertise on AI market narratives, agents, infrastructure, and the human impact of AI.
Best podcasts with Ejaaz (Ejaz)
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13 snips
Dec 5, 2025 • 1h 4min
Are We in an AI Bubble? | REKT Vision (December 05, 2025)
Ejaaz, Founder and CIO at 26CC and a prominent voice in AI and crypto markets, joins the discussion with insights on the current AI race. He argues that AI demand is surpassing supply, hinting at continued growth rather than a cycle top. Ejaaz compares Google and NVIDIA's advantages while delving into the Clarity Act's potential to legitimize tokens in crypto. He also highlights robotics as a future investment theme, touching on the necessity of app demand for token valuations. Their conversation weaves through crypto maturity, prediction markets, and the evolving landscape of regulations.
Mar 2, 2026 • 45min
The AI Pendulum Swings the Market Hard
Ejaz, founder and CIO at 26CC and AI/technology investor, breaks down current AI market narratives. He explores why capital shifted from crypto to AI. He contrasts NVIDIA and Google, discusses AI agents and where value accumulates, and examines Block’s workforce cuts and the human cost of automation. He also highlights hardware, energy, and U.S.–China dynamics as key themes for the next few years.
