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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...

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Bankless

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14,854 görüntüleme • 19 gün önce •via X (Twitter)

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OomDagobert profil fotoğrafı
OomDagobert19 gün önce

@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

🧠 Fred | PocketIQ | Free AI Trading profil fotoğrafı
🧠 Fred | PocketIQ | Free AI Trading19 gün önce

@RyanSAdams ☝️ You need direction.

Namoo🦅 profil fotoğrafı
Namoo🦅14 gün önce

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

dexstock.app profil fotoğrafı
dexstock.app18 gün önce

@RyanSAdams the bigger opportunity onchain is tokenized stocks.

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Arvel Demon17 gün önce

@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.

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