Raoul Pal, co-founder and CEO of Real Vision, stated on X on Thursday, November 12, 2026, that the AI race is unstoppable due to competitive pressures. Pal commented on prevailing market questions regarding the AI sector, saying, "Everyones asking the same questions this week. Is AI a bubble, is the money just going round in circles, is this correction the start of the end. All of it misses something crucial. which is the simple fact that none of the players in this race can stop."
The statement comes amidst ongoing discussions about the sustainability of the AI market and the leadership at key companies like Nvidia. Recent Gokhshtein Media coverage noted a surge in OpenAI's API revenue, highlighting the economic activity in frontier models. Nvidia stock has also seen recent volatility, with some coverage discussing potential succession questions surrounding its CEO, Jensen Huang.
Pal's view suggests that despite market corrections or concerns about a bubble, the inherent competitive dynamic—where "Intelligence per unit of energy is doubling roughly every 4.5 months"—forces companies to continue investing heavily. He implies that any company pausing its AI development would fall significantly behind, losing its position in what he describes as "the most important technology in human history." His position indicates a long-term bullish outlook for the AI sector, driven by innovation rather than short-term market cycles.
