Don't Bet Against the Largest AI Capex Cycle: Demand and Revenue Surging
firstadopter · x · 2026-08-13
The author warns AI skeptics against betting against the largest capital expenditure cycle in human history.
- Strong Fundamentals: AI pricing is surging, revenue is accelerating, and there is overwhelming demand driven by reasoning models and agentic AI.
- Future Potential: Recursive Self-Improvement (RSI) and physical AI have the potential to drive exponential compute growth.
- Supply-Demand: While super cycles will eventually lead to oversupply (perhaps years from now), that is not happening yet.
- Stance: The author identifies as naturally bearish (publicly bearish in 2022 and 2008), but the current data is overwhelmingly positive, overriding their pessimistic inclination.
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