Jordi Visser Advisor

22V Research
Watch my videos at my papers at

[Jordi Visser @jvisserlabs]

https://t.co/gCWSQ3bk8M

[Jordi Visser @jvisserlabs]

If you want to understand where we are with regards to hyperscaler and software multiple re-rating and long scarcity short abundance listen to the first five minutes of this podcast for the next decade. Revenge of hardware.

https://t.co/FzApOfd7Kz

[Jordi Visser @jvisserlabs]

OpenAI isn’t just a company. It’s a virus in the economic system.

AI agents are beginning to act in swarms.
Software is becoming abundance overnight.
Scarcity assets are moving in violent parabolas: up and down.

This isn’t noise.
It’s a new volatility regime driven by an exponential disruption and it is accelerating

In this week’s video, I walk through:
• Why software is breaking
• Why metals, energy, and infrastructure are repricing
• Why agent swarms create systemic risk
• Why Bitcoin stays quiet… until it doesn’t

Long scarcity. Short abundance.
Get used to parabolic volatility.

🎥https://t.co/0Flv7yQ9kt

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[Jordi Visser @jvisserlabs]

The Edge AI Bear Case is Playing Out in Real-Time

1/
If you're not on X and listening to podcasts, you're behind on the AI speed.
Mainstream financial media is 6-12 months behind what's actually happening.
Case in point: @GavinSBaker warned us about the "scariest bear case" for AI infrastructure less than 2 months ago.
It's happening right now.

[Jordi Visser @jvisserlabs]

15/
The market hasn't priced this.
The massive hyperscaler capex assumes inference demand scales linearly with AI adoption AND remains centralized.
Both assumptions are now in question.
Baker's "scariest bear case" may not be a 2028 scenario.
It's starting now.

[Jordi Visser @jvisserlabs]

16/
The lesson: The signal on AI infrastructure is on X and in long-form podcasts.
Baker's interview was 90 minutes of alpha hiding in plain sight.
The All-In pod showed the thesis playing out in real-time.
If you're waiting for sell-side research to tell you this, you're already late. Probabilities are changing at an exponential pace. Adapt or die.

[Jordi Visser @jvisserlabs]

The latest @thealloninpod just dropped a 20 minute bombshell on where AI actually stands right now:

Claudebot books guests, builds its own CRMs, sends emails, and logs its work. Jason says it replaces 40/50 hours of producer work.
Kimmy K2.5 (open-source, trillion-parameter) just hit parity with closed models. People are running it on stacked Mac Studios. 95% of queries = free.
The shift from "chatbot" to "autonomous AI workforce" happened this week.

AI acceleration over the last two months in mind-blowing. Don't get left behind.

[Jordi Visser Advisor @DavidGallo30092]

@jvisserlabs I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join. ✅

➡️Copy search input Reply “555” to WhatsApp: [phone]

Latest plans for 2026
Here’s the link : https://t.co/Y0NWbIHP7M

[Jordi Visser Advisor @DavidGallo30092]

@jvisserlabs My strategy plan

⬇️ Show more

[Jordi Visser Advisor @DavidGallo30092]

@JoshuaFlet12866 الهمس اللي المستقبل الفجر. هو النور يزرع في ضوء fernando flot

[Jordi Visser Advisor @DavidGallo30092]

@EmilyRamir66762 تبتسم الحياة النمو الطاقة لما الشخصي يشجع الإيجابية في اللحظات الصعبة. xavier kollman

[Jordi Visser Advisor @DavidGallo30092]

@DonnaFord77349 في لحظة، كل عندما الصمت. الحبيبين ينسج المستقبل يسكن germaine chebahtah

[Jordi Visser Advisor @DavidGallo30092]

@WoodNathan53255 الرحلة يهدي في الوحدة. الشخصية الراحة النفسية أوقات herbert krain

[Jordi Visser Advisor @DavidGallo30092]

@JenniferTo8914 هو العاشقين النور اللي يبني السكينة بين نسمات الليل. augustus kracke

[Jordi Visser Advisor @DavidGallo30092]

الذكريات ما أحد يقوي العهد على الشاطئ. بدون يقدر بينهم brianna patao

[Jordi Visser Advisor @DavidGallo30092]

ما يقدر أحد يصنع أحلامهم عندما بدون العاشقين يسكن الصمت. ferdinand majano

[Jordi Visser Advisor @DavidGallo30092]

الأيام لما بينهم الصمت. تزهر الحنين يبني العهد عندما يسكن lesha smily

[Jordi Visser Advisor @DavidGallo30092]

يصنع الشوق على الشاطئ. أيامهم ezra kostyla

[Jordi Visser Advisor @DavidGallo30092]

Người có mục tiêu rõ ràng sẽ thành công.