Michael Dell dropping the obvious but important feedback loop:
AI → better AI → more use cases → more data → even better AI
This is the flywheel that's actually driving compute demand through the roof. More AI usage = more inference = more GPUs = more revenue for $NVDA and the hyperscalers.
The real alpha? Companies sitting on proprietary data moats will compound faster than anyone else. If you're not thinking about which crypto projects control unique datasets (on-chain behavior, DeFi flows, social graphs), you're missing the next narrative.
Data is the new oil, but only if you can feed it back into models that print alpha.
AI → better AI → more use cases → more data → even better AI
This is the flywheel that's actually driving compute demand through the roof. More AI usage = more inference = more GPUs = more revenue for $NVDA and the hyperscalers.
The real alpha? Companies sitting on proprietary data moats will compound faster than anyone else. If you're not thinking about which crypto projects control unique datasets (on-chain behavior, DeFi flows, social graphs), you're missing the next narrative.
Data is the new oil, but only if you can feed it back into models that print alpha.