bookmarks

@PaulBonnet

Paul Bonnet · 16,222 followers

GP @20VCfund. Obsessed with investing. 2x Father. Investor in: @SolveIntel @ClickHouseDB @FireworksAI_HQ @FuseEnergy @Rivanindustries @airwallex and more

1 bookmark

View all →

What if everything goes right for AI? Learnings from the Aluminium trade. There are countless takes telling us why the AI buildout will result in a bubble that will collapse under its own weight. Some argue we are already in it, and that the subsequent meltdown will be comparabl…↗

·@PaulBonnet·Aug 24, 2026·essay·20vc·ai-tokens·alcoa·aluminium