Forward Guidance AI Is Ushering in an Entirely New Economic Paradigm | Jordi Visser
52 snips
Nov 26, 2025 
Jordi Visser, a founder and expert in exponential technology trends and AI innovation, shares insights on how these advancements are reshaping the economy. He discusses the limitations of traditional macro models, emphasizing why AI and deflation might be more pivotal than usual data metrics. Jordi explains the infinite demand for AI infrastructure and contrasts today’s tech investment strategies with the dot-com era. He also elaborates on the implications of wealth concentration, Bitcoin's role as a digital asset, and how emerging technologies could redefine economic paradigms.
AI Snips
Chapters
Books
Transcript
Episode notes
Two Economies And Measurement Limits
- The economy now has two parts: a digital intangible sector and a traditional industrial sector that GDP struggles to measure.
- Wealth concentration from tech lets aggregate demand persist despite weak income growth for most people.
Profit Margins Reveal Hidden Productivity
- Profit margins reveal productivity gains better than flawed GDP or productivity metrics.
- Tech firms show outsized margins, while non-coding sectors have compressed margins and low productivity gains.
From LLMs To Visual And Action Models
- AI progress moves from text LLMs to visual and action models requiring vastly more compute and new infrastructure.
- That shift will drive large, persistent revenue pools from real-world interaction use cases like medicine and robotics.
