Alpha Exchange Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V
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Nov 18, 2025 Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V, dives into the transformative power of AI, likening it to electricity. He argues against the 'bubble' label, emphasizing AI's role in shaping various industries and its insatiable demand for compute resources. Jordi discusses the volatility surrounding AI investments, the effects on the labor market, and why Fed policies are lagging behind technological advancements. He also touches on the potential of tokenization in increasing market liquidity and the geopolitical implications of emerging technologies.
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AI As A Foundational Utility
- Jordi Visser compares AI to electricity as a pervasive enabling technology that will embed into every product and service.
- He argues dismissing AI as a bubble misses its role as foundational infrastructure driving long-term change.
Compute Demand Is Effectively Infinite
- Visser asserts demand for GPUs and compute is effectively infinite today and supply is the binding constraint.
- He warns efficiency gains won't eliminate the need for massive additional compute during the build-out phase.
Prepare For Big Volatility In AI Names
- Hedge AI build-out exposure and be ready to buy into 20–30% drawdowns in headline names.
- Use call replacement and roll positions rather than outright buying puts when RSI gets parabolic.