AI isn’t a bubble — it’s a supercycle. Altimeter CEO @altcap joined @SaraEisen on CNBC’s Money Movers to unpack the OpenAI headlines, the AI infrastructure buildout, and what’s next for the market. Key takeaways from Brad: “We’re in a global AI race with China. This is like the Manhattan Project — a national and economic security imperative.” “We’ve lived through three supercycles — internet, social, mobile and cloud — and each ended up far bigger than we thought. AI will be no different.” “The market is on edge — it’s saying show us the money. But the trajectory is on pace for $100B+ in revenue by 2028.” AI is real. The opportunity is generational. We’re investing for the long term. 🎥 Watch the full Money Movers interview with Sara Eisen: