Jordi Visser: GLP-1 drugs like Ozempic might be funding the next stage of human biology.
Eli Lilly now has a thousand-GPU data center on their campus. They worked with Nvidia.
"GLP1s were the ability to finance the next stage of the human software."
Just like Google used advertising cash flows to fund everything else - Lilly may use blockbuster drugs to fund AI-powered breakthroughs in medicine.
FT @RaoulGMI @jvisserlabs @RealVision.
1
5
13
2,225
M&m retweeted
Jun 10
🍷 Drinks with Raoul 🍷
It's almost that time, join @RaoulGMI for another round at 6:00PM ET.
x.com/i/broadcasts/1yKAPPbZM…
5
6
58
104,287
Jamie Coutts CMT retweeted
Apr 21
One of the breadth indicators I track and publish on @RealVision hit an extreme on February 6.
79% of the top 200 crypto assets hit a 1-year new low. That's higher than June 2022.
In 2022, that reading was followed by one more flush — then the actual cycle low.
Not a buy signal. A proximity signal.
14
17
230
24,008
Jamie Coutts CMT retweeted
15 Jun 2025
Sublime thread from @paulguerratv of a presentation at @RealVision . Thanks for putting it together!
15 Jun 2025
🚨The world is broken.
But we now have the tech to fix it...
AI, Blockchain & #Bitcoin aren’t just buzzwords — they’re the solution to a collapsing global economy. [thread] 🧵
4
10
84
35,035
Jordi Visser: "Building a business in AI has tremendous margins. Tremendous! It allows you to grow rapidly."
Jordi runs his business with one person, one helper for the paywall, and AI agents that handle subscribers.
"Once we launched the paywall it's grown consistently... because I'm using AI agents."
FT @RaoulGMI @jvisserlabs @RealVision.
May 24
Raoul Pal: "The entire focus of the world is moving towards intelligence per unit of energy."
"That's the entire game."
"The f*cking thing is moving at Reed's Law (which is Metcalfe's law, squared)"
"Never in humanity has Reed's Law ever been witnessed at scale - and it's being witnessed in almost everything I look at right now."
FT @RaoulGMI @BittelJulien @RealVision.
1
1
5
2,883
Raoul Pal: The Mac Mini phase is actually a signal about where we are in the AI adoption curve.
"It's laughable us buying Mac Minis... but it just shows you the phase we're at. We're at the tinkering phase."
"In the end, literally every electronic device will have a powerful LLM model."
Small enough for a mobile phone, carrying the history of humanity, and able to code.
"And soon that'll be in your fridge."
FT @RaoulGMI @jvisserlabs @RealVision.
May 31
Raoul Pal: The AI race cannot be stopped. Not by governments, not by markets, not by anyone.
"There is no world in which you can allow one superpower to have AGI."
Game theory means neither the US nor China can slow down.
And if OpenAI blew up tomorrow? The US would auction off its assets in seconds to Microsoft and Google.
"The game is so big that nobody will stop."
FT @RaoulGMI @KevinWSHPod @RealVision.
4
3
24
11,522
Jordi Visser: AI will never work the same way for everyone.
"It will never be a button. There will never be a format way that everyone uses it. Everyone will use it differently."
"If you're not learning how to use it now, I don't know if you can catch up. I really don't."
FT @RaoulGMI @jvisserlabs @RealVision.
May 24
The economic singularity is coming and Raoul Pal is putting a date on it.
"The economic singularity - I said 2030 to 2032. I think 2030 is spot on."
"I think we'll be straight into the economic singularity where nothing makes sense anymore in terms of how the economy works."
FT @RaoulGMI @BittelJulien @RealVision.
3
12
5,229
Raoul Pal: The biggest marketplace on Earth will soon be invisible to humans.
"Everything, every single piece of information that can possibly be digitized will get digitized and used to train AGI into ASI."
API calls and MCPs are just the start.
"The biggest marketplace on Earth is not going to be the assets and stuff that humans have."
"It's the data that the AI needs and we don't see any of it."
FT @RaoulGMI @jvisserlabs @RealVision.
May 16
Raoul Pal: "In four years, we'll have superintelligence."
AI is developing at the fastest rate of any technology we've ever seen.
Politics can't deal with it. Institutions can't deal with it.
"We're just not set up for this."
FT @RaoulGMI @RealVision
7
18
54
15,088
Real Vision retweeted
Jun 13
Your weekend reading material...
@Jamie1Coutts digs into why near:native might be one of crypto's most asymmetric long-term opportunities.
The market is still sleeping on it👇
5
5
58
9,909
Real Vision retweeted
Added a few new bets within the Industry today. See which @RealVision
Up a lot this year after two good years in 2024 and 2025 as well. We are more than crypto, in other words
8
1
77
17,992
Jun 13
Problem is I STILL can't afford your service until crypto recovers. Just saying.
2
280
Jun 13
Jordi Visser: upload every Jensen Huang transcript into NotebookLM and treat it as a knowledge brain.
"Jensen Yuang speaks multiple times a week... anywhere from an hour to 3 hours."
"If you upload 3 hours of him speaking, he doesn't have a teleprompter. He's just winging it. You get so much good raw information."
"He's basically telling you what companies to buy."
FT @RaoulGMI @jvisserlabs @RealVision.
Jun 1
Why should people stay in crypto when AI is where its all happening?
Raoul Pal: "People don't have to stay in crypto."
"Your job is to be a mercenary for your own capital. You want to make the most money over time."
"For me, I still think it [crypto] compounds higher returns than most of these stocks."
FT @RaoulGMI @KevinWSHPod @RealVision.
2
5
41
13,799
