Raoul Pal The Journey Man
Raoul Pal The Journey Man

February 26, 2026 · 9 min read

The AI Intelligence Tsunami Is Here | Raoul Pal The Journey Man with Emad Mostaque

The AI Intelligence Tsunami Is Here | Raoul Pal The Journey Man with Emad Mostaque
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Key Takeaways

  • 1We're witnessing something unprecedented in human history - an intelligence tsunami that's about to fundamentally reshape our entire economic system.
  • 2The most striking development is how quickly we've moved from experimental AI tools to fully functional business agents.
  • 3What we're experiencing is a wave of intelligence that will cost essentially nothing.
  • 4The economics are staggering.
  • 5We're also seeing the convergence of two exponential trends: solar electricity costs are dropping exponentially while AI intelligence is growing ex...

Overview

We're witnessing something unprecedented in human history - an intelligence tsunami that's about to fundamentally reshape our entire economic system. The speed of AI adoption has surpassed anything we've ever seen, moving beyond traditional Metcalfe's law adoption to Reed's law, which is Metcalfe's law squared. This isn't just technological change; it's exponential transformation at a scale we're barely beginning to comprehend.

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