What the sharpest voices think about markets, AI and crypto, right now

Most voices lean constructive on AI and risk assets, while flagging compute limits, concentrated spending and crypto security as open questions.

Jordi Visser argued the hedge-fund-driven selloff is largely spent, that AI is not a bubble, and that corporate profits up 20% show no recession signal.[1] All-In Podcast expected AI demand to keep growing, with Nikesh Arora saying compute demand exceeds world supply, though Chamath Palihapitiya noted spending is concentrated in unprofitable, VC-backed companies.[2] Peter Diamandis's panel expected AI capability to keep expanding, citing Elon Musk's view that SpaceX could add 10 gigawatts of compute in 2027, provided agent governance and safeguards keep pace.[3] Chamath said a massive compute shortage could last three or four years and that he is less invested than at any point in 15 years, preferring cash-flow businesses and power assets.[4] On All-In, Nikesh Arora expected major SaaS disruption over the next few years, while Dylan Field argued specialized software firms can still build durable, growing businesses.[5][6]