AI Will Drive The Biggest Boom In History | Raoul Pal

Bullish:

• $ENERGY - Massive energy infrastructure buildout needed to power AI revolution, with solar and nuclear expansion going 'hyper vertical' to meet planetary-scale energy demands.

  • “China produced more solar last year than all of the rest of the world's entire existing solar stock added together, and that's just going hyper vertical. And that's telling you where this is going. It's going to be all forms of power.”

    Raoul·5:39

  • “all of the data centers are going to be nuclear plus gas. You know, it's kind of everything everywhere all at once. There's no other way around it because these things are consuming so much energy, and we've only just started.”

    Raoul·5:58

  • “as we move from AGI towards ASI, you're going to consume planetary style amounts of energy”

    Raoul·6:13
• $ROBOTICS - Robotics sector set to explode as AGI brains get put into physical robots, with both US and China racing to develop this technology at massive scale.

  • “People are not ready for putting AGI brains into Optimus robots or Figure robots.”

    Raoul·0:06

  • “when you put something that's physically more able, stronger, faster, better, more adaptable, and cheaper to operate than a human, and put an AGI brain in it, what the fuck is that? That's a new species.”

    Raoul·0:12

  • “we're seeing it with how fast China is accelerating on robotics and trying to catch up with The US on AI. And The US is the reverse. It's trying to catch up on robotics, but it's well ahead in AI.”

    Raoul·22:01

  • “You've got a lot of boomers, there's 76,000,000 of them, so that's 76,000,000 robots we can have and it will be a status quo.”

    Raoul·23:20
• $CRYPTOAI - Crypto infrastructure will become essential rails for AI agents conducting transactions and managing treasuries, with TAM expanding by orders of magnitude.

  • “the TAM of everything has gone to infinity. Right, we think about TAM being, okay, what's the TAM of the internet? Maybe there's 6,000,000,000 people using the internet in the world today, so therefore that's the TAM of anything, and there's eight and a half billion humans. But there's going be eight and a half billion AI agents, maybe doing micro transactions.”

    Raoul·30:35

  • “the TAM of crypto, I'm wildly wrong. I'm wildly wrong on this by orders of magnitude.”

    Raoul·30:59

  • “this is the strongest narrative we will ever have. It's more than the institutions are coming, it's the agents are coming, and they're coming in gigantic size.”

    Raoul·31:05

  • “agents who are doing economic activity will end up running a treasury because they'll be executing in Solana and Ethereum and TUI and whatever it is. Right? And they'll have all this stuff and they might be using Tau for compute. So they're going be running treasuries and they will be instantly using DeFi rails to manage treasuries”

    Raoul·32:22
• $DEFI - DeFi will become the default treasury management system for AI agents, disrupting traditional asset management industry.

  • “they will be instantly using DeFi rails to manage treasuries and figuring out what is the best asset allocation.”

    Raoul·32:36

  • “that is really disruptive for everybody from Fidelity through to every hedge fund in the world. So that's all going to change.”

    Raoul·33:30
• $ALTDATA - All data will be tokenized and traded in vast marketplaces as AI agents need massive amounts of data to progress from AGI to ASI.

  • “all data is going to be converted into a token and token not crypto token, just think of it as packets of information that are movable transferable. So all data becomes a token. We're going to have vast token marketplaces because the agents will need data, and as we move from AGI to ASI, you're going to need vast amounts of data.”

    Raoul·34:14

  • “that amount of data is all going to get tokenized, I. Packets of information, and then tradable. So that's another gigantic marketplace we don't even think about that's going to be invisible to all of us because it's going be agents doing it.”

    Raoul·34:39
• $NFT - Digital art capturing the culture of the internet through humanity's most monumental change, representing persistent value as an offset to technological disruption.

  • “I started investing a lot in digital art because digital art to me was capturing the culture of the Internet through the most monumental change humanity's ever gone through. And these are the stories we tell ourselves, much like cave paintings are or war hole is.”

    Raoul·35:42

  • “I started collecting enormous amounts of digital art because, you know, the digital world is the new world and it will have value.”

    Raoul·35:58