Raoul Pal(@RaoulGMI):Everyone wants to know if the AI bubble is about to pop... My good friends @DMattin and @AndreasSteno got together for a special crossover on the Journeyman to dig into it. Funding stress, GPU rental prices still surging, OpenAI vs Anthropic, and why intelligence is becoming a commodity. The boom isnt bursting.. but the trade is changing. As ever, please enjoy!

Raoul Pal

@RaoulGMI

Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru.

Joined April 2014

1.8K Following 1.5M Followers

Raoul Pal@RaoulGMI

2026.10.29 19:42

Everyone wants to know if the AI bubble is about to pop... My good friends @DMattin and @AndreasSteno got together for a special crossover on the Journeyman to dig into it. Funding stress, GPU rental prices still surging, OpenAI vs Anthropic, and why intelligence is becoming a commodity. The boom isnt bursting.. but the trade is changing. As ever, please enjoy!