AI Is Changing Time: Those Who Can’t Compete, Compute The biggest mistake investors are making in AI is treating this like a normal tech cycle. It is not. AI agents do not sleep. They do not take lunch. They do not stop working. They exponentially consume tokens in AI time The supply of compute is built in human time AI is changing time “Year-over-year” is a human framework being applied to a non-human workforce. Productivity is ultimately the creation of more economic output per unit of time AI is beginning to manufacture that time at digital speed. That is why earnings are accelerating while hiring is not. That is why compute demand is insatiable. And that is why old academic models are breaking down in real time. This week’s video covers: Why global EPS is breaking out Why compute is becoming the new infrastructure layer CoreWeave, Google, SpaceX and the race for gigawatts Why the next AI constraint may be financial, not physical Why crypto rails, stablecoins and tokenization matter for consumer agents Why the academic Fed is missing the regime change The AI bull market is not just about models. It is about compute, time compression and the financial rails that agents will need to operate. "Those who can’t compete, compute." Watch: