Загрузка видео...

Не удалось загрузить видео

На главную

Can AI investment keep compounding without eventually consuming the entire economy? RYAN SΞAN ADAMS is skeptical: “By 2030, we may need as much as $11 trillion in AI CapEx.” “Where’s all this going to come from?” “At some point in time, the exponential eats the rest of the world...

Bankless's profile picture

Bankless

413,430 subscribers

14,854 просмотров • 19 дней назад •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 5

Фото профиля OomDagobert
OomDagobert19 дней назад

@RyanSAdams Exponential AI growth will hit a wall. @RyanSAdams’s $11T CapEx warning ignores reality:ROI: Shareholders will cut budgets if revenues stall.Physics: The global power grid can't scale 10x by 2030.GDP: AI expands the pie via productivity. It’s a bubble, not an eclipse

Фото профиля 🧠 Fred | PocketIQ | Free AI Trading
🧠 Fred | PocketIQ | Free AI Trading19 дней назад

@RyanSAdams ☝️ You need direction.

Фото профиля Namoo🦅
Namoo🦅14 дней назад

@RyanSAdams This AI investment cycle may be overestimated eventually real-world constraints will force sharp correction or slowdown in global capital markets Concordium.

Фото профиля dexstock.app
dexstock.app18 дней назад

@RyanSAdams the bigger opportunity onchain is tokenized stocks.

Фото профиля Arvel Demon
Arvel Demon17 дней назад

@RyanSAdams Where’s the $11T coming from? Same place every bubble-that-became-infrastructure came from: cash flow first, credit second, taxpayers last. The tell is which one dominates by 2028.

Похожие видео

Sen. Dave McCormick: "The economy is on fire. There's not a country in the world that wouldn't die for our economy ... $17 trillion of inbound foreign direct investment." (The entire US GDP is about $30 trillion, so this '$17 trillion' figure Trump and company have been using is a fabrication.)
0:28

Sen. Dave McCormick: "The economy is on fire. There's not a country in the world that wouldn't die for our economy ... $17 trillion of inbound foreign direct investment." (The entire US GDP is about $30 trillion, so this '$17 trillion' figure Trump and company have been using is a fabrication.)

Aaron Rupar

456,239 просмотров • 11 месяцев назад

World Labs CEO Dr. Fei-Fei Li says AI must change how we teach and evaluate students: "AI must change learning. AI must change K-16 learning." "The most precious resource of our entire world is human capital." "When we have gotten the technology that can answer standardized tests... when AI can do better than an average human, it's not about humans are bad. It's about we need to change the education system." "We need to change how we evaluate. We need to change the way we empower teachers to educate the next generation of students where they can use these tools, be empowered, and do things that we can never imagine." "All of the kids today should not be scared of AI. They should feel the human agency to lead AI, to use AI in the right way, and to use AI to make the impact that they want to make for the world." Fei-Fei Li at Bloomberg Tech live with Emily Chang
1:35

World Labs CEO Dr. Fei-Fei Li says AI must change how we teach and evaluate students: "AI must change learning. AI must change K-16 learning." "The most precious resource of our entire world is human capital." "When we have gotten the technology that can answer standardized tests... when AI can do better than an average human, it's not about humans are bad. It's about we need to change the education system." "We need to change how we evaluate. We need to change the way we empower teachers to educate the next generation of students where they can use these tools, be empowered, and do things that we can never imagine." "All of the kids today should not be scared of AI. They should feel the human agency to lead AI, to use AI in the right way, and to use AI to make the impact that they want to make for the world." Fei-Fei Li at Bloomberg Tech live with Emily Chang

a16z

81,845 просмотров • 3 месяцев назад

CEO of Goldman Sachs says: "we need to raise this money as fast as possible and put it to work so the USA can remain ahead on AI" "we're going to need to raise Trillions over the coming years" As I've been saying, the market is WAY too bearish on AI infra and Capex These numbers are going MUCH higher and almost everyone who's part of this build out is telling you the exact same thing See you in 2027 when Capex hits $1.5T+ and in 2028 when we hit $2T+
1:28

CEO of Goldman Sachs says: "we need to raise this money as fast as possible and put it to work so the USA can remain ahead on AI" "we're going to need to raise Trillions over the coming years" As I've been saying, the market is WAY too bearish on AI infra and Capex These numbers are going MUCH higher and almost everyone who's part of this build out is telling you the exact same thing See you in 2027 when Capex hits $1.5T+ and in 2028 when we hit $2T+

Kyle Reidhead | Milk Road

102,738 просмотров • 1 месяц назад

“We have an AI bubble.” Edward Dowd just revealed an uncomfortable truth about AI data center spending. GDP growth for Q4 2025 came in at 0.7%. But … “If you back out the data center AI GDP number, about 1.5%, which doesn’t really add to the labor force, we were negative GDP.” AI capital expenditure has been “driving a lot of the GDP, and especially Nvidia.” But Dowd warns that that’s about to change. “AI CapEx is gonna be rolling over very soon.” “We just made the power complex that much more expensive.” “We don’t have enough electricity and water to fund all this CapEx for AI.” “It’s already starting to show signs of cracking because the debt markets are questioning the ROI on the whole complex.” “There’s not enough revenue to support this CapEx spend.” Edward Dowd Jeffrey A Tucker
1:46

“We have an AI bubble.” Edward Dowd just revealed an uncomfortable truth about AI data center spending. GDP growth for Q4 2025 came in at 0.7%. But … “If you back out the data center AI GDP number, about 1.5%, which doesn’t really add to the labor force, we were negative GDP.” AI capital expenditure has been “driving a lot of the GDP, and especially Nvidia.” But Dowd warns that that’s about to change. “AI CapEx is gonna be rolling over very soon.” “We just made the power complex that much more expensive.” “We don’t have enough electricity and water to fund all this CapEx for AI.” “It’s already starting to show signs of cracking because the debt markets are questioning the ROI on the whole complex.” “There’s not enough revenue to support this CapEx spend.” Edward Dowd Jeffrey A Tucker

Brownstone Institute

23,331 просмотров • 2 месяцев назад

New data just came out: California’s population grew for another year in a row. We are now the 4th largest economy in the world. We have more Fortune 500 companies than ever before. We dominate every space -- from trade to agriculture to AI -- and we continue to grow.
1:45

New data just came out: California’s population grew for another year in a row. We are now the 4th largest economy in the world. We have more Fortune 500 companies than ever before. We dominate every space -- from trade to agriculture to AI -- and we continue to grow.

Gavin Newsom

507,328 просмотров • 1 год назад

An “AI detector” incorrectly flagged a student’s essay as AI-generated. Banning AI systems/ trying to detect AI generated content in school is a losing battle. The purpose of education is to prepare students for the world and economy of tomorrow. That world will include AI.
1:43

An “AI detector” incorrectly flagged a student’s essay as AI-generated. Banning AI systems/ trying to detect AI generated content in school is a losing battle. The purpose of education is to prepare students for the world and economy of tomorrow. That world will include AI.

Sinead Bovell

32,698 просмотров • 3 лет назад

AI is already changing our economy. So we can’t let a handful of Big Tech billionaires make all the decisions and get all the benefits. We can start to level the playing field by taxing AI data centers and investing in people.
1:18

AI is already changing our economy. So we can’t let a handful of Big Tech billionaires make all the decisions and get all the benefits. We can start to level the playing field by taxing AI data centers and investing in people.

Elizabeth Warren

36,731 просмотров • 3 месяцев назад

Taoiseach of Ireland to Trump: "The US is the largest economy in the world. Ireland is small. We need free and fair trade to make our way in the world, and we'd like to see as few tariffs get in the way of that as possible"
0:26

Taoiseach of Ireland to Trump: "The US is the largest economy in the world. Ireland is small. We need free and fair trade to make our way in the world, and we'd like to see as few tariffs get in the way of that as possible"

Headquarters

170,154 просмотров • 6 месяцев назад

Elon Musk explains the trillion dollar opportunity in AI The idea is simple: “As soon as you unlock digital human, you basically have access to trillions of dollars in revenue” The most valuable companies on Earth (Apple, Google, Microsoft) all produce digital output. So if you have a human emulator you can basically create one of the most valuable companies in the world overnight The simple entry point is a customer service It's 1% of the entire global economy. Most companies already outsource it. There's no complex API integration needed - AI just steps in, does the job better, and charges a fraction of the cost The companies that figure this out first won't just win a market, they'll rewrite the rules of what a company even is
1:35

Elon Musk explains the trillion dollar opportunity in AI The idea is simple: “As soon as you unlock digital human, you basically have access to trillions of dollars in revenue” The most valuable companies on Earth (Apple, Google, Microsoft) all produce digital output. So if you have a human emulator you can basically create one of the most valuable companies in the world overnight The simple entry point is a customer service It's 1% of the entire global economy. Most companies already outsource it. There's no complex API integration needed - AI just steps in, does the job better, and charges a fraction of the cost The companies that figure this out first won't just win a market, they'll rewrite the rules of what a company even is

X Freeze

171,720 просмотров • 6 месяцев назад

Lutnick: "Serving in the cabinet of Donald Trump is the greatest honor of a lifetime. As his commerce secretary, my job is to bring in investment, and we brought in $18 trillion." (The $18 trillion figure is made up -- the entire GDP of America is about $32 trillion.)
0:26

Lutnick: "Serving in the cabinet of Donald Trump is the greatest honor of a lifetime. As his commerce secretary, my job is to bring in investment, and we brought in $18 trillion." (The $18 trillion figure is made up -- the entire GDP of America is about $32 trillion.)

Aaron Rupar

396,865 просмотров • 3 месяцев назад

"Maybe the right UI for AI is a generative UI." Here's my new interview with Stephen Chau featuring a live demo of Cove's ground-breaking visual AI interface that breaks free from chatbots. We had a great chat about: - Real world use cases for visual AI interfaces - Generative UI and just-in-time AI apps - How Stephen scaled Uber Eats to $25B ARR Some quotes from Stephen Chau: "In computing, we moved from the command line to graphic user interfaces. Chatbots are like the command line era of AI. What's next is this..." "Imagine the entire layout of the workspace and all its contents is something made just in time, based on what you're trying to do..." "Our goal with Uber Eats was to build a business that's the same size as the Rides business. Here's what mattered..." 📌 Watch now:
1:09

"Maybe the right UI for AI is a generative UI." Here's my new interview with Stephen Chau featuring a live demo of Cove's ground-breaking visual AI interface that breaks free from chatbots. We had a great chat about: - Real world use cases for visual AI interfaces - Generative UI and just-in-time AI apps - How Stephen scaled Uber Eats to $25B ARR Some quotes from Stephen Chau: "In computing, we moved from the command line to graphic user interfaces. Chatbots are like the command line era of AI. What's next is this..." "Imagine the entire layout of the workspace and all its contents is something made just in time, based on what you're trying to do..." "Our goal with Uber Eats was to build a business that's the same size as the Rides business. Here's what mattered..." 📌 Watch now:

Peter Yang

74,721 просмотров • 1 год назад

Machines used to serve the economy. Now they are the economy. IoTeX built the only infrastructure to connect tens of millions of real-world sensors to AI. In 2026 we scale. Real-World AI that sees, hears, and feels the world and acts in real-time across every industry.
2:37

Machines used to serve the economy. Now they are the economy. IoTeX built the only infrastructure to connect tens of millions of real-world sensors to AI. In 2026 we scale. Real-World AI that sees, hears, and feels the world and acts in real-time across every industry.

IoTeX

25,636 просмотров • 7 месяцев назад

AI is going to define the future paradigm of economy and culture. We are extremely happy to launch India’s first AI computing stack that is unique to our context, connecting our future to our roots. AI will certainly transform everything, making India the most productive, efficient and empowered economy in the world.
3:24

AI is going to define the future paradigm of economy and culture. We are extremely happy to launch India’s first AI computing stack that is unique to our context, connecting our future to our roots. AI will certainly transform everything, making India the most productive, efficient and empowered economy in the world.

Bhavish Aggarwal

276,609 просмотров • 2 лет назад

3 months in, today is fun because we start to collaborate with builders. We have been hard at work. 🔥 Our goal by the end of year is to make the entire AI stack adaptable. Data is the foundation all AI progress has been built on. So, it is our natural starting point.
0:24

3 months in, today is fun because we start to collaborate with builders. We have been hard at work. 🔥 Our goal by the end of year is to make the entire AI stack adaptable. Data is the foundation all AI progress has been built on. So, it is our natural starting point.

Sara Hooker

42,742 просмотров • 6 месяцев назад

Costco is immune to AI. We did an entire a16z pod on all the ways AI WILL disrupt commerce, and the businesses that are at risk - but this is my favorite clip. Alex Rampell on why Costco is "the greatest company in the world" ⬇️
1:09

Costco is immune to AI. We did an entire a16z pod on all the ways AI WILL disrupt commerce, and the businesses that are at risk - but this is my favorite clip. Alex Rampell on why Costco is "the greatest company in the world" ⬇️

Justine Moore

152,483 просмотров • 11 месяцев назад

The AI world is being reduced to two tribal labels: China AI = open AI = authoritarian AI. U.S. AI = closed AI = democratic AI. The absurdity is almost perfect. China offers open weights, local deployment, lower costs, and greater technological autonomy—and this is called “authoritarian influence.” American corporations keep the models closed, control the infrastructure, set the prices, rewrite the rules, and can revoke access at any time—and this is marketed as “democratic AI.” In this new theology, openness becomes authoritarianism, while corporate monopoly becomes freedom. The argument is no longer about what the technology does. It is about who is permitted to define the rules. “Democratic AI” apparently means intelligence owned by American companies. “Authoritarian AI” means intelligence the rest of the world can actually possess.
4:29

The AI world is being reduced to two tribal labels: China AI = open AI = authoritarian AI. U.S. AI = closed AI = democratic AI. The absurdity is almost perfect. China offers open weights, local deployment, lower costs, and greater technological autonomy—and this is called “authoritarian influence.” American corporations keep the models closed, control the infrastructure, set the prices, rewrite the rules, and can revoke access at any time—and this is marketed as “democratic AI.” In this new theology, openness becomes authoritarianism, while corporate monopoly becomes freedom. The argument is no longer about what the technology does. It is about who is permitted to define the rules. “Democratic AI” apparently means intelligence owned by American companies. “Authoritarian AI” means intelligence the rest of the world can actually possess.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

100,180 просмотров • 1 месяц назад