Real Vision: Finance & Investing Are We in an AI Bubble? | REKT Vision (December 05, 2025)
Dec 5, 2025
Ejaaz, Founder and CIO at 26CC and a prominent voice in AI and crypto markets, joins the discussion with insights on the current AI race. He argues that AI demand is surpassing supply, hinting at continued growth rather than a cycle top. Ejaaz compares Google and NVIDIA's advantages while delving into the Clarity Act's potential to legitimize tokens in crypto. He also highlights robotics as a future investment theme, touching on the necessity of app demand for token valuations. Their conversation weaves through crypto maturity, prediction markets, and the evolving landscape of regulations.
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Demand Outruns Supply In AI Hardware
- Demand for AI hardware far outstrips supply, benefiting multiple vendors simultaneously.
- NVIDIA's supply control via TSMC remains the key bottleneck despite Google's TPU performance gains.
Cash-Rich Tech Firms Lower Bubble Risk
- Free cash flow at large tech firms funds AI capex, reducing classic bubble concerns.
- Google operates across software, cloud, apps and distribution, making its AI lead structurally different from NVIDIA's GPU focus.
Crypto Is Maturing, Not Dead
- Crypto appears to be maturing as its four‑year halving cycle narrative weakens.
- Institutional infrastructure, tokenization and regulation will take longer to unlock broad crypto utility.