Is this really an AI bubble or the beginning of something much bigger? In this week’s breakdown, Jordi Visser explains why “bubble talk” is growing and this will not be the last. He does talk about why he thinks the Mag7 will have difficulties moving forward. At the same time, we’re in the first inning of a macro regime shift where fiscal stimulus, monetary policy, and exponential innovation collide. Stage one OF AI has been the infrastructure buildout, but the real adoption wave starts in 2026 with digital employees and robotic employees entering the economy. This shift mirrors past eras when productivity shocks allowed the economy to “run hot” without runaway inflation, and it sets the stage for one of the most transformative decades in markets.
At the center of this regime transition is Tesla, which isn’t just an auto company but the first embodied AI company. With its robo-taxi rollout, vertically integrated manufacturing, and chip partnerships, Tesla is leading the charge into a multi-trillion-dollar market for embodied AI—spanning robotics, logistics, and autonomy. Robo-taxis represent one of the biggest monetization opportunities in history, blending transportation, productivity, entertainment, and data collection. From the Fed’s policy pressures to small-cap breakouts, from PMI shifts to Bitcoin’s positioning as the next large-cap winner, this video connects the dots on how AI, macro, and Tesla’s embodied AI strategy converge to reshape the global economy.
