Raoul Pal, co-founder and CEO of Real Vision, asserted on X today, October 20, 2026, that the rapid development of artificial intelligence will lead to a fundamental shift in the global economy within the next few years. Pal stated, "Everyone is looking at the roadblocks to AI. not enough energy, not enough data centres, not enough chips. and assuming this is all going to be slow. It isnt. All of that compute gets built in 27. By 28, 29 we have electricity at scale, robots at scale, new chips. at that point the price of everything will collapse. Thats The Economic Singularity. the point where intelligence and labour get so cheap and abundant that the old rules of the economy stop working. The window before all of this hits is miniscule, and it's the best opportunity most of us will ever get. The Everything Code is the roadmap for it. where the liquidity flows, which assets outrun debasement, and what the world looks like on the other side."
Pal's prediction arrives amidst significant investment and development in the artificial intelligence sector. Recent reports indicate SpaceX's AI unit achieved $7.56 billion in revenue and $431 million in profit during Q3. Additionally, an AI capex boom, coupled with the U.S. deficit, has driven a surge in on-chain speculation. Chinese tech giants have also reportedly ordered $35 billion in Nvidia chips to mitigate U.S. restrictions, highlighting the global race in AI infrastructure.
Pal's view implies that traditional economic models may soon become obsolete as the cost of intelligence and labor approaches zero. He suggests that investors should identify assets positioned to outpace currency debasement in this new economic paradigm. The short window before this transition represents a significant opportunity, according to Pal, for those who understand the liquidity flows and the future structure of the world economy.
