The Exponential Age: Every Major Technology at Once (Ch. 2)

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Watch the full film: https://youtu.be/KLk55NI9DOY

Chapter 2 of One Code: what is happening all around us right now.

Every major technology is going exponential at the same time, for the first time in history, and each one feeds the others. This chapter follows the flywheel (energy unlocks compute, compute unlocks intelligence, intelligence discovers new energy), Wright's Law in solar, Moore's Law and the bend after it, and why adoption compounds, through Metcalfe's Law and Reed's Law.

It introduces the Exponential Age Index, and it is honest about the pace: the doubling is slower than a year ago. It closes with the three dominoes behind the productivity numbers, and the Coalmine, a set of eight warning signs on the build-out.

The full film (38 minutes, four frameworks, one code) is on this channel, and the other chapters are released here as weekly extras.

Global Macro Investor: https://globalmacroinvestor.com
The dashboards behind the charts: on Real Vision, Data Center, Dashboards, GMI
The book: The Everything Code, out 3 November (Harriman House). Pre-order: https://lnk.to/everythingcode

Charts are drawn from the GMI dashboards' own data, early October 2026, and each carries its source line on screen. Projections are scenarios, not forecasts.

The narration is synthetic: an AI clone of Raoul Pal's own voice, reading a script that Raoul approved. The pictures are animated graphics made for this film. There is no filmed footage.

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