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I sat down with Jordi Visser to discuss: - the recent weakness from hyperscalers - the rise of open source models - what the Mythos/Fable 5 situation means for governments and investors - Kevin Warsh's first Fed press conference - where inflation is actually headed - why bitcoin is...

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Anthony Pompliano 🌪

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88,053 views • 3 months ago •via X (Twitter)

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I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end
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I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end

Anthony Pompliano 🌪

64,370 views • 2 months ago

I spoke with Jordi Visser this week about the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. We also went deep on the AI landscape, including where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026. Enjoy! Youtube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:52 - Fed decision, rate cut & initial market reaction 5:45 - How equities & bitcoin reacted 9:32 - Identifying the next consensus trade & AI progress 15:44 - When is AI escape velocity? 20:34 - Impact of open-source vs closed-source models 26:28 - How hedge funds are actually using AI 30:40 - Small business stress, economic transition & IPO wave 37:20 - Biggest risks, corrections & market volatility ahead 42:00 - The next AI cycle: chips, power & real-world systems 45:50 - Preview for Jordi’s next video
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I spoke with Jordi Visser this week about the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. We also went deep on the AI landscape, including where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026. Enjoy! Youtube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:52 - Fed decision, rate cut & initial market reaction 5:45 - How equities & bitcoin reacted 9:32 - Identifying the next consensus trade & AI progress 15:44 - When is AI escape velocity? 20:34 - Impact of open-source vs closed-source models 26:28 - How hedge funds are actually using AI 30:40 - Small business stress, economic transition & IPO wave 37:20 - Biggest risks, corrections & market volatility ahead 42:00 - The next AI cycle: chips, power & real-world systems 45:50 - Preview for Jordi’s next video

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103,029 views • 9 months ago

I sat down with Jordi Visser to discuss why bitcoin is down 50%, whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:45 - Why bitcoin is down 50% & is the bear market over? 6:48 - What would convince Jordi to sell his bitcoin? 9:07 - Bitcoin as the S&P 500 of crypto 14:02 - Why bitcoin is safer than any company past 2030 17:45 - Bitcoin volatility vs. the stock market 22:22 - The five-layer AI stack & where revenues are missing 26:22 - Token budgets & the shift to specialized AI 35:10 - Are LLMs now commoditized? 40:30 - Peptides as the API key for the human body 49:24 - Healthcare, entitlements & the future outlook 55:12 - Jordi’s upcoming video & final thoughts
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I sat down with Jordi Visser to discuss why bitcoin is down 50%, whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:45 - Why bitcoin is down 50% & is the bear market over? 6:48 - What would convince Jordi to sell his bitcoin? 9:07 - Bitcoin as the S&P 500 of crypto 14:02 - Why bitcoin is safer than any company past 2030 17:45 - Bitcoin volatility vs. the stock market 22:22 - The five-layer AI stack & where revenues are missing 26:22 - Token budgets & the shift to specialized AI 35:10 - Are LLMs now commoditized? 40:30 - Peptides as the API key for the human body 49:24 - Healthcare, entitlements & the future outlook 55:12 - Jordi’s upcoming video & final thoughts

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286,011 views • 3 months ago

New pod with the legend Dan Ives is live! We break down the AI trade, including Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit 4:36 - Falling model costs and the pricing war 5:55 - Cultural bias baked into Chinese AI models? 7:44 - Will AI models eat the whole stack? 11:20 - Specialized AI workflows & model routing 14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue 17:37 - The real AI bottlenecks: memory chips, data centers & energy 30:13 - Anthropic's revenue growth is slowing — should investors worry? 31:17 - Why Dan is leaving Wall Street to build Yorkville Ives 34:32 - Dan's AI market predictions & closing thoughts
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New pod with the legend Dan Ives is live! We break down the AI trade, including Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit 4:36 - Falling model costs and the pricing war 5:55 - Cultural bias baked into Chinese AI models? 7:44 - Will AI models eat the whole stack? 11:20 - Specialized AI workflows & model routing 14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue 17:37 - The real AI bottlenecks: memory chips, data centers & energy 30:13 - Anthropic's revenue growth is slowing — should investors worry? 31:17 - Why Dan is leaving Wall Street to build Yorkville Ives 34:32 - Dan's AI market predictions & closing thoughts

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86,547 views • 2 months ago

I spoke with Jordi Visser this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:53 - Why the stock market keeps hitting all-time highs 4:37 - AI vs. software (who's winning & who's losing) 11:28 - Is this a bubble? Demand vs. supply dynamics 13:00 - Why crypto is lagging the AI trade & bitcoin setup 17:22 - The industrial revolution thesis & why stocks won't stop 20:40 - Inflation, the Fed & politics 32:00 - How to use AI to get ahead 33:08 - The compute cost problem & AI model wars 48:13 - Retail vs. institutional investors — who has the edge 50:39 - Where to find Jordi's work
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I spoke with Jordi Visser this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:53 - Why the stock market keeps hitting all-time highs 4:37 - AI vs. software (who's winning & who's losing) 11:28 - Is this a bubble? Demand vs. supply dynamics 13:00 - Why crypto is lagging the AI trade & bitcoin setup 17:22 - The industrial revolution thesis & why stocks won't stop 20:40 - Inflation, the Fed & politics 32:00 - How to use AI to get ahead 33:08 - The compute cost problem & AI model wars 48:13 - Retail vs. institutional investors — who has the edge 50:39 - Where to find Jordi's work

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32,389 views • 4 months ago

This week Jordi Visser breaks down the AI trade, including Chinese open-source models catching up, Google's massive Capex bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:48 - Chinese open-source AI models & the risk to portfolios 12:10 - Google's massive CapEx bet & the odds it pays off 16:53 - Anthropic's growth slowdown & the shift to token efficiency 19:39 - The memory & compute shortage 29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire 40:06 - The Fed & rate policy 43:23 - Bitcoin's setup & why the "easy" AI trade is over 50:36 - Jordi's prompting method for AI research & upcoming video
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72,746 views • 2 months ago

My biggest fear for AI is concentration of power. Open-source is a solution. Watch this video to understand what's going on: 0:00 Intro 0:52 NVIDIA's letter 1:36 What is open-source? 3:53 How open-source works 5:48 Kimi K3 6:38 Closed vs Open 8:39 Open-source in the U.S. 12:10 The AI stack 13:05 What if open source wins? 14:08 Jevon's Paradox 14:56 How the AI stack is affected 18:04 User experience 19:38 AI safety 30:30 China 35:50 Distillation 41:40 Banning Chinese models? 43:38 Anthropic's response
53:37

My biggest fear for AI is concentration of power. Open-source is a solution. Watch this video to understand what's going on: 0:00 Intro 0:52 NVIDIA's letter 1:36 What is open-source? 3:53 How open-source works 5:48 Kimi K3 6:38 Closed vs Open 8:39 Open-source in the U.S. 12:10 The AI stack 13:05 What if open source wins? 14:08 Jevon's Paradox 14:56 How the AI stack is affected 18:04 User experience 19:38 AI safety 30:30 China 35:50 Distillation 41:40 Banning Chinese models? 43:38 Anthropic's response

Matthew Berman

13,762 views • 2 months ago

This week Jordi Visser breaks down why bitcoin and stocks refused to crash even as the Fed hiked rates. We also discuss why AI agents are now driving crypto's next leg higher and why the real "AI bubble" lives inside just two companies. Then we get into Andrew Yang's bombshell AI lab claims and why Jordi remains a bitcoin maxi for the next 30 years. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:51 - Why bitcoin & stocks didn't crash when the Fed hiked rates 4:44 - The liquidity cycle is broken (there are no more recessions) 14:34- AI agents solve impossible problems & what it means for the future 23:18 - Andrew Yang's AI lab bombshell claim 33:21 - Instinct AI & the rise of agent-run personal assistants 40:10 - Recursive self-improvement: AI outpacing human comprehension 43:22- Why Jordi is a bitcoin maxi for the next 30 years 48:06 - Bitcoin vs altcoins: are AI agents the new demand source? 55:54 - What would make Jordi change his mind? 1:02:33 - Bitcoin back above $80,000 & Jordi launches his crypto research
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This week Jordi Visser breaks down why bitcoin and stocks refused to crash even as the Fed hiked rates. We also discuss why AI agents are now driving crypto's next leg higher and why the real "AI bubble" lives inside just two companies. Then we get into Andrew Yang's bombshell AI lab claims and why Jordi remains a bitcoin maxi for the next 30 years. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:51 - Why bitcoin & stocks didn't crash when the Fed hiked rates 4:44 - The liquidity cycle is broken (there are no more recessions) 14:34- AI agents solve impossible problems & what it means for the future 23:18 - Andrew Yang's AI lab bombshell claim 33:21 - Instinct AI & the rise of agent-run personal assistants 40:10 - Recursive self-improvement: AI outpacing human comprehension 43:22- Why Jordi is a bitcoin maxi for the next 30 years 48:06 - Bitcoin vs altcoins: are AI agents the new demand source? 55:54 - What would make Jordi change his mind? 1:02:33 - Bitcoin back above $80,000 & Jordi launches his crypto research

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271,373 views • 9 days ago

Is the President and his team intentionally tanking the market? Will the Fed raise their inflation target to 3% because they can't get inflation under control? I sat down to discuss these questions and more with Darius Dale today. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:25 - What is a market regime change? 2:52 - “Kitchen sinking” the economy 7:10 - Consumer confidence and market expectations 9:13 - Impact of Trump’s policies 10:44 - Inflation expectations 17:09 - Market outlook 19:03 - Crypto strategic reserve
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Is the President and his team intentionally tanking the market? Will the Fed raise their inflation target to 3% because they can't get inflation under control? I sat down to discuss these questions and more with Darius Dale today. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:25 - What is a market regime change? 2:52 - “Kitchen sinking” the economy 7:10 - Consumer confidence and market expectations 9:13 - Impact of Trump’s policies 10:44 - Inflation expectations 17:09 - Market outlook 19:03 - Crypto strategic reserve

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85,149 views • 1 year ago

I spoke with Jordi Visser to break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure 11:45 - Korea & Japan's market collapse 13:56 - AI will destroy all public companies? 15:20 - The bull case for hyperscalers & compute scarcity 27:44 - Why bitcoin is the best hedge fund ever 29:12 - Kevin Warsh & the Fed 33:48 - Does this help Wall Street or Main Street? 36:47- Advice for a 25-year-old starting their career today 41:18 - Bitcoin & the rest of crypto industry 48:52 - Migration, digital money & the breakdown of borders 57:56 - What Jordi is covering in his next video
59:50

I spoke with Jordi Visser to break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure 11:45 - Korea & Japan's market collapse 13:56 - AI will destroy all public companies? 15:20 - The bull case for hyperscalers & compute scarcity 27:44 - Why bitcoin is the best hedge fund ever 29:12 - Kevin Warsh & the Fed 33:48 - Does this help Wall Street or Main Street? 36:47- Advice for a 25-year-old starting their career today 41:18 - Bitcoin & the rest of crypto industry 48:52 - Migration, digital money & the breakdown of borders 57:56 - What Jordi is covering in his next video

Anthony Pompliano 🌪

92,968 views • 1 month ago

Jordi Visser (Jordi Visser) and I discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of commodity shortages. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Bitcoin vs. software stocks decoupling? 5:43 - Inflation vs. deflation & what it means for bitcoin 12:35 - The 5 thematic investment baskets 23:27 - Real-time information & podcasts vs reading 33:27 - AI security, hacking & what it means for bitcoin 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 42:15 - Contracted annual run rate & the revenue illusion 45:35 - Jordi's scarcity trader worldview 49:03 - The fourth turning, politics & generational change
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Jordi Visser (Jordi Visser) and I discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of commodity shortages. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Bitcoin vs. software stocks decoupling? 5:43 - Inflation vs. deflation & what it means for bitcoin 12:35 - The 5 thematic investment baskets 23:27 - Real-time information & podcasts vs reading 33:27 - AI security, hacking & what it means for bitcoin 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 42:15 - Contracted annual run rate & the revenue illusion 45:35 - Jordi's scarcity trader worldview 49:03 - The fourth turning, politics & generational change

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37,737 views • 5 months ago

Continuum Ep. 12 | America's AI Gamble Keith and Ryan discuss America’s dependence on the AI boom, Chinese competition, and what happens when the bubble bursts: 00:00 Introduction 2:34 The rise of Chinese AI 4:31 The corporate leaders of AI 7:17 Why did Anthropic ban Keith? 9:14 The cynicism of AI leaders 12:44 LLM limitations 19:47 Anti-tech populism 22:46 America's growing reliance on the AI bubble 30:10 How is this different to other bubbles? 33:44 China's open source models 41:32 What happens if the bubble pops? 43:32 Who really owns AI? 49:17 AI and unemployment, living standards
54:27

Continuum Ep. 12 | America's AI Gamble Keith and Ryan discuss America’s dependence on the AI boom, Chinese competition, and what happens when the bubble bursts: 00:00 Introduction 2:34 The rise of Chinese AI 4:31 The corporate leaders of AI 7:17 Why did Anthropic ban Keith? 9:14 The cynicism of AI leaders 12:44 LLM limitations 19:47 Anti-tech populism 22:46 America's growing reliance on the AI bubble 30:10 How is this different to other bubbles? 33:44 China's open source models 41:32 What happens if the bubble pops? 43:32 Who really owns AI? 49:17 AI and unemployment, living standards

Europa.com

76,759 views • 1 month ago

What is AI inference engineering, why is it such an in-demand skill, and how do you break into the field? With author of Inference Engineering Philip Kiely and head of training at Baseten Charlie O'Neill 0:00: What is inference? 2:47: History of inference 4:59: Downstream effects of AI research on inference 13:54: What you'll learn from Inference Engineering 16:14: Advice for engineers transitioning into AI 19:00: Open source models driving inference growth 20:55: Specialization vs. frontier closed models 23:51: "Big Token" and the importance of open source AI 27:18: Where to get Inference Engineering
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What is AI inference engineering, why is it such an in-demand skill, and how do you break into the field? With author of Inference Engineering Philip Kiely and head of training at Baseten Charlie O'Neill 0:00: What is inference? 2:47: History of inference 4:59: Downstream effects of AI research on inference 13:54: What you'll learn from Inference Engineering 16:14: Advice for engineers transitioning into AI 19:00: Open source models driving inference growth 20:55: Specialization vs. frontier closed models 23:51: "Big Token" and the importance of open source AI 27:18: Where to get Inference Engineering

Madison Kanna

119,268 views • 6 months ago

🚨 Special Friday episode - this one couldn't wait. OpenAI's model hacked Hugging Face. As a side quest. Co-founder and CSO Thomas Wolf takes us inside the first autonomous AI attack, why GLM 5.2, rather than Claude, had to stop it, and what it all means for the future of open source. 00:00 An AI Agent Hacked Hugging Face 00:30 Introduction 01:00 17,000 Attacker Events, and a Strange Target 04:28 The Attack Was a “Side Quest” 06:13 AI Training Runs Left Notes for Each Other 07:09 Closed AI Refused to Help 09:47 Fighting Back With an Open-Source Model 13:15 Open vs. Closed Is the Wrong Safety Debate 15:46 AI Agents Start Social-Engineering Humans 22:24 The Three Walls: Sandboxes, Guardrails, Alignment 24:34 “Neuralese”: Can Humans Still Read AI Reasoning? 25:28 Why Monitoring AI Agents Gets So Hard 28:10 Reward Hacking and the “Paperclip Problem” 32:02 The State of Open-Source AI in 2026 33:47 Router Models and the Enterprise Shift to Open 37:01 The Real Economics of Open Models 39:41 Can Chinese AI Models Be Trusted? 41:37 AI Sovereignty: Who Controls the Switch? 43:16 Why Western Open-Source AI Matters 48:16 Is AI Heading Toward an Oligopoly? 49:41 The Race Toward Recursive Self-Improvement 51:54 Why Thomas Signed the AI Slowdown Letter 55:14 AI Slowdown - or Regulatory Capture?
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🚨 Special Friday episode - this one couldn't wait. OpenAI's model hacked Hugging Face. As a side quest. Co-founder and CSO Thomas Wolf takes us inside the first autonomous AI attack, why GLM 5.2, rather than Claude, had to stop it, and what it all means for the future of open source. 00:00 An AI Agent Hacked Hugging Face 00:30 Introduction 01:00 17,000 Attacker Events, and a Strange Target 04:28 The Attack Was a “Side Quest” 06:13 AI Training Runs Left Notes for Each Other 07:09 Closed AI Refused to Help 09:47 Fighting Back With an Open-Source Model 13:15 Open vs. Closed Is the Wrong Safety Debate 15:46 AI Agents Start Social-Engineering Humans 22:24 The Three Walls: Sandboxes, Guardrails, Alignment 24:34 “Neuralese”: Can Humans Still Read AI Reasoning? 25:28 Why Monitoring AI Agents Gets So Hard 28:10 Reward Hacking and the “Paperclip Problem” 32:02 The State of Open-Source AI in 2026 33:47 Router Models and the Enterprise Shift to Open 37:01 The Real Economics of Open Models 39:41 Can Chinese AI Models Be Trusted? 41:37 AI Sovereignty: Who Controls the Switch? 43:16 Why Western Open-Source AI Matters 48:16 Is AI Heading Toward an Oligopoly? 49:41 The Race Toward Recursive Self-Improvement 51:54 Why Thomas Signed the AI Slowdown Letter 55:14 AI Slowdown - or Regulatory Capture?

Matt Turck

93,416 views • 1 month ago

I spoke with Jordi Visser about why AI is creating massive shortages in chips, energy, and commodities, including what that means for inflation and markets. We also discuss why stocks keep hitting new highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move. YouTube: Apple: TIMESTAMPS: 0:00 - Intro 1:08 - Why stocks keep hitting all-time highs 5:44 - AI shortages & supply constraints 8:15 - Why dips don’t last (V-shaped market) 10:15 - Inflation vs deflation debate 21:35 - Semiconductors = key commodity 30:05 - Running out of compute (chips & power) 34:45 - AI demand surge & what future looks like 48:31 - Bitcoin outlook.. could it explode higher?
57:40

I spoke with Jordi Visser about why AI is creating massive shortages in chips, energy, and commodities, including what that means for inflation and markets. We also discuss why stocks keep hitting new highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move. YouTube: Apple: TIMESTAMPS: 0:00 - Intro 1:08 - Why stocks keep hitting all-time highs 5:44 - AI shortages & supply constraints 8:15 - Why dips don’t last (V-shaped market) 10:15 - Inflation vs deflation debate 21:35 - Semiconductors = key commodity 30:05 - Running out of compute (chips & power) 34:45 - AI demand surge & what future looks like 48:31 - Bitcoin outlook.. could it explode higher?

Anthony Pompliano 🌪

38,458 views • 5 months ago

I sat down with Jordi Visser at Bitcoin Investor Week to discuss why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence. YouTube: Spotify: Apple: TIMESTAMP: 0:00 - Intro 0:56 – Cathie Wood’s AI take & why Jordi disagrees 4:30 – Why Big Tech may struggle to monetize AI 6:57 – Deflation vs disinflation in an AI-driven economy 10:08 – What investors should actually do right now 14:12 – The scarcity trade & why bitcoin stands out 16:25 – How investors can use AI to gain an edge 19:16 – Where to follow Jordi Visser & his work
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I sat down with Jordi Visser at Bitcoin Investor Week to discuss why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence. YouTube: Spotify: Apple: TIMESTAMP: 0:00 - Intro 0:56 – Cathie Wood’s AI take & why Jordi disagrees 4:30 – Why Big Tech may struggle to monetize AI 6:57 – Deflation vs disinflation in an AI-driven economy 10:08 – What investors should actually do right now 14:12 – The scarcity trade & why bitcoin stands out 16:25 – How investors can use AI to gain an edge 19:16 – Where to follow Jordi Visser & his work

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44,385 views • 7 months ago