Raoul Pal|Oct 29, 2026 19:44
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!
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