Jordi Visser: 2026 Outlook: The AI → Physical World Inflection


📝 Quick Summary

Source: Youtube Jordi Visser

Type: Video

Published: January 04, 2026 at 01:31 PM (5 months ago)

Video Description

In this week's video, I examine how 2024 closed with surprising strength—back-to-back quarters of 4%+ real GDP growth with zero job creation, a phenomenon that's only occurred three times this century. With two Fed cuts still projected for 2025 despite robust nominal GDP running at 8% annualized, we're witnessing a productivity boom driven entirely by AI—the same AI that's now hitting physical infrastructure limits rather than compute constraints.

The binding constraint has shifted from GPUs to electrical power, transforming where alpha lives in the market. Gas turbines, transformers, and grid interconnects are now the bottleneck, forcing a rotation into utilities, energy infrastructure, and flexible demand solutions. Bitcoin miners emerge as "virtual batteries" that stabilize...

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