The AI Intelligence Tsunami Is Here | Raoul Pal The Journey Man with Emad Mostaque @RaoulPalTJM
The AI Intelligence Tsunami Is Here | Raoul Pal The Journey Man with Emad Mostaque  @RaoulPalTJM
Uploaded February 2026 | Updated September 2026, 2 weeks ago
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Raoul welcomes back Emad Mostaque, Founder and CEO of Intelligent Internet, to catch up on the latest developments regarding AI and what it all means for the future of the global economy. Recorded on February 20, 2026.

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Timestamps:
00:00 - Abra Sponser Read & Introduction
01:49 – AI’s Fastest Adoption Ever & The Exponential Shift
04:25 – Enter Emad: The Great Takeoff Has Begun
05:05 – 10,000 Agents & Zero-Cost Intelligence
07:09 – The Collapse Of Friction = The Collapse Of Profit
08:58 – Solar + AI: The Double Exponential Shock
11:40 – AI Optimizing Itself & The End Of Language Friction
14:19 – Self-Recursive Learning & AI Building AI
17:25 – Persistent Memory & Infinite Compounding Intelligence
21:06 – Claude Bot, Agents & The Mac Mini Moment
24:27 – Apple, Hardware & The Missed Agent Opportunity
27:09 – Switching Costs Go To Zero In The Agent Economy
29:51 – The AI Data Myth: We Already Have Enough
33:51 – World Models, Video AI & Simulated Reality
37:54 – Benchmarks Saturated: What Happens Next?
42:17 – AGI In Robots: The Physical Wave
45:53 – $1/Hour Robots & The Collapse Of Labor Economics
50:21 – Hedge Funds, Super Forecasting & AI Alpha
53:56 – GDP Rewritten: Humans + AI + Robots + Energy
58:45 – What’s Investable Before The Economic Singularity?
01:00:19 – The Great Disruption: 1929-Style Creative Destruction
01:04:14 – The Agent As Your Primary Economic Counterparty
01:08:47 – Total Destruction Or Total Abundance

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#raoulpal #emadmostaque #artificialintelligence #aieconomy #globalmacro #intelligentinternet #aiboom #productivityshock #futureofwork #capitalcycles #techrevolution #macroinvesting #exponentialage #aiagents #economictransformation
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The AI Intelligence Tsunami Is Here | Raoul Pal The Journey Man with Emad Mostaque

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