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@jvisserlabs

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jvisserlabs

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Last fetched 2026-06-22 00:56
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Recent items

The 15 most-recently-ingested items from this source, newest first.

Title Type Fetched
@jvisserlabs: Signal vs. Noise: "The Most Important Moment in Human History" This week’s video is about navigatin... article 2026-06-21
@jvisserlabs: The hyperscalers continue to be the funding side of the rotation into AI names. Equal weight (GOOGL... article 2026-06-17
@jvisserlabs: It was great to get my first chance to sit and talk the world of Ai with Phil. We are at an importa... article 2026-06-17
@jvisserlabs: It is amazing to me how many of the same oil doomers also believe AI is a bubble and scream "here w... article 2026-06-16
@jvisserlabs: This week's Video: The AI Mid-Cycle Slowdown: OpenAI, Anthropic, and the AI Price War As Gavin Bak... article 2026-06-14
@jvisserlabs: I do a weekly YouTube on AI to try and share the weekly trends for a mosaic look of the AI buildout,... article 2026-06-11
@jvisserlabs: For those who cannot attend today's market webinar at ai.22vresearch.com I will be showing how I am ... article 2026-06-10
@jvisserlabs: Tomorrow is the June monthly subscriber video. The AI agentic trade is showing its first real signs... article 2026-06-09
@jvisserlabs: When you have a day like Friday, you look for trends that continue on up days and down days to look ... article 2026-06-08
@jvisserlabs: 10/ This does not mean AI is over and this is not a bear call but along the AI buildout, these are s... article 2026-06-08
@jvisserlabs: 11/ That is the setup heading into the midterms. AI companies are raising massive amounts of capita... article 2026-06-08
@jvisserlabs: 9/ The jobs disruption noise has stopped. Magically at the same time as of all of this public outcr... article 2026-06-08
@jvisserlabs: 8/ This is also why AI is starting to enter the government conversation. Not because AI is a partis... article 2026-06-08
@jvisserlabs: 7/ This is happening just as the costs are exploding for enterprises and the summer seasonals kick i... article 2026-06-08
@jvisserlabs: 6/ We are already seeing this in data centers. AI data centers require local permits, land, water, ... article 2026-06-08