Investor breaks down the AI trade: models improve exponentially, automated economy coming fast
abhiadesai · x · 2026-11-03
Investor abhiadesai pushes back on bubble concerns with a framework: the AI trade boils down to two questions — whether models keep getting exponentially better, and whether better models convert to revenue on a timeline matching the data center buildout.
He argues the answer to the first is clearly yes: despite Wall Street doubts about paradigm shifts in biology and materials science, labs are spending heavily on human data labeler hiring, implying real ROI. On the second, he believes an end-to-end automated economy (no human in the loop) is possible and coming quickly, and warns there is too much short-duration capital with low drawdown limits.
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