Jordi Visser
@jvisserlabs
22V AI Macro Nexus at
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参加 March 2022
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Apple, Nvidia and Microsoft combined are 14t in market cap and all three are about to make new all time highs. We just entered the agentic consumer world which explodes the demand for compute and changes the way the world consumes from humans to agents. You would have thought people would have learned from the enterprise agentic moment last November with Opus 4.5 when everyone was sending out scary charts of ORCL CDS and talking about bubbles and Sam Altman on BG2, but instead my X feed is littered with scary news about breadth and 10y rates. Future shock is a real thing.
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