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Jordi model

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Mery Sondal

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13,190 次观看 • 17 天前 •via X (Twitter)

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Jordi Visser explains why he thinks Google’s Gemini model has fallen behind. - Anthropic & OpenAI are fast, lean & focused - Google is bloated & distracted - Recursive learning extends advantages - Open source models put more pressure on $GOOG Jordi Visser
1:51

Jordi Visser explains why he thinks Google’s Gemini model has fallen behind. - Anthropic & OpenAI are fast, lean & focused - Google is bloated & distracted - Recursive learning extends advantages - Open source models put more pressure on $GOOG Jordi Visser

Anthony Pompliano 🌪

66,469 次观看 • 2 个月前

Produïm més perquè som més gent, no perquè el país vagi millor. Més PIB, menys renda per càpita: qui paga el model econòmic català? Conversa de luxe entre Jordi Graupera i Jordi Galí, catedràtic UPF i un dels economistes catalans més reconeguts del món:
0:48

Produïm més perquè som més gent, no perquè el país vagi millor. Més PIB, menys renda per càpita: qui paga el model econòmic català? Conversa de luxe entre Jordi Graupera i Jordi Galí, catedràtic UPF i un dels economistes catalans més reconeguts del món:

Júlia Ojeda Caba

24,248 次观看 • 6 个月前

🗣 Secretari general Jordi Turull i Negre: "A Catalunya tenim 15 impostos propis i patim els trams autonòmics més alts dels impostos estatals. Cap altre territori en té tants. I això no és una dada tècnica. És un model. És el model socialista, que té una voracitat fiscal infinita."
0:29

🗣 Secretari general Jordi Turull i Negre: "A Catalunya tenim 15 impostos propis i patim els trams autonòmics més alts dels impostos estatals. Cap altre territori en té tants. I això no és una dada tècnica. És un model. És el model socialista, que té una voracitat fiscal infinita."

Junts per Catalunya🎗

19,084 次观看 • 5 个月前

El sistema fiscal català fa la vida difícil als professionals d'alt valor afegit i fàcil als sectors que viuen de la mà d'obra barata. Això és el model econòmic que tenim i que cal canviar. No us perdeu el podcast sencer amb Jordi Galí, aquí:
1:23

El sistema fiscal català fa la vida difícil als professionals d'alt valor afegit i fàcil als sectors que viuen de la mà d'obra barata. Això és el model econòmic que tenim i que cal canviar. No us perdeu el podcast sencer amb Jordi Galí, aquí:

Alhora

10,180 次观看 • 6 个月前

I sat down with Jordi Visser to discuss the SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout. We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO, Elon & orbital data centers 12:15 - Critical minerals & the AI supply chain 18:55 - American industrial sovereignty & critical chemicals 22:36 - AI model cost crisis & who wins the model war 37:10 - Knicks NBA Finals & the case for crypto in an AI world 47:48 - Jeff Bezos launches Prometheus 50:34 - AI use case of the week
54:47

I sat down with Jordi Visser to discuss the SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout. We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO, Elon & orbital data centers 12:15 - Critical minerals & the AI supply chain 18:55 - American industrial sovereignty & critical chemicals 22:36 - AI model cost crisis & who wins the model war 37:10 - Knicks NBA Finals & the case for crypto in an AI world 47:48 - Jeff Bezos launches Prometheus 50:34 - AI use case of the week

Anthony Pompliano 🌪

133,301 次观看 • 3 个月前

Avui estrenem "Jo, travesti" amb Cia Roberto G Alonso i Jordi Cornudella , persones de talent enorme i a qui estimo. Feliç de fer aquest muntatge amb un equip increïble; de reivindicar la cultura travesti i el transformisme; i de fer-ho a La model, espai i arquitectura de memòria terrible.
1:20

Avui estrenem "Jo, travesti" amb Cia Roberto G Alonso i Jordi Cornudella , persones de talent enorme i a qui estimo. Feliç de fer aquest muntatge amb un equip increïble; de reivindicar la cultura travesti i el transformisme; i de fer-ho a La model, espai i arquitectura de memòria terrible.

Josep Maria Miró

12,353 次观看 • 3 年前

A great video of Xavi talking about the importance of the ‘4 P’s’ in the Game Model and DNA of Barcelona: Positioning. Pressure. Possession. Perception. Jordi Alba also talking about how it is difficult for players that were not taught these things as children to do them now. That’s why it is so important to implement #KingKnightEd Concepts from an early age.
2:56

A great video of Xavi talking about the importance of the ‘4 P’s’ in the Game Model and DNA of Barcelona: Positioning. Pressure. Possession. Perception. Jordi Alba also talking about how it is difficult for players that were not taught these things as children to do them now. That’s why it is so important to implement #KingKnightEd Concepts from an early age.

King Knight Education

83,840 次观看 • 2 年前

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
57:10

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

Anthony Pompliano 🌪

37,737 次观看 • 4 个月前

Honored to have been on TBPN yesterday to talk about Heaviside, Arena Physica 's foundation model for electromagnetism, <24h before their OpenAI acquisition announcement. Even more honored that Jordi Hays and John Coogan went deep on alien geometries with me on such a big week. They are genuinely great humans, with such an authentic love for technology, business and the people building it. Nice get Sam Altman!
1:38

Honored to have been on TBPN yesterday to talk about Heaviside, Arena Physica 's foundation model for electromagnetism, <24h before their OpenAI acquisition announcement. Even more honored that Jordi Hays and John Coogan went deep on alien geometries with me on such a big week. They are genuinely great humans, with such an authentic love for technology, business and the people building it. Nice get Sam Altman!

Pratap Ranade

11,709 次观看 • 5 个月前

I sat down with Jordi Visser to discuss why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward scarce, physical assets. We cover data centers, AI, energy, and semiconductors, plus insights on Elon Musk, Tesla, SpaceX, and what it all means for markets. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 – Intro 0:50 – Why is bitcoin crashing? 3:01 – The big crypto utility shift & why software multiples are collapsing 10:55 – The rotation: hardware/commodities outperforming software 17:14 – How AI agents disrupt legacy enterprise software 33:51 – Jordi’s “turbulence model” & what it’s signaling in markets 40:34 – Tesla/Elon: bull case, risks, & the path to $10T 50:25 – Should Elon merge Tesla + SpaceX + xAI + X? 53:22 – Wrap & what Jordi is publishing next
56:03

I sat down with Jordi Visser to discuss why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward scarce, physical assets. We cover data centers, AI, energy, and semiconductors, plus insights on Elon Musk, Tesla, SpaceX, and what it all means for markets. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 – Intro 0:50 – Why is bitcoin crashing? 3:01 – The big crypto utility shift & why software multiples are collapsing 10:55 – The rotation: hardware/commodities outperforming software 17:14 – How AI agents disrupt legacy enterprise software 33:51 – Jordi’s “turbulence model” & what it’s signaling in markets 40:34 – Tesla/Elon: bull case, risks, & the path to $10T 50:25 – Should Elon merge Tesla + SpaceX + xAI + X? 53:22 – Wrap & what Jordi is publishing next

Anthony Pompliano 🌪

44,334 次观看 • 7 个月前

Not NVIDIA. Not OpenAI. Eli Lilly. Jordi Visser (Jordi Visser) says a 150-year-old pharma company in Indianapolis has the best shot at becoming the world's largest company within five years. The case: ~1,000 NVIDIA Blackwell GPUs in a private data center, a co-innovation lab with Jensen Huang, an AlphaFold partnership via Isomorphic Labs, Toon Lab in Silicon Valley, and 150 years of proprietary metabolic disease data no general model can replicate. That last moat is the one that matters. You cannot train your way to that dataset. Eli Lilly has it. The investor gap: the stock is filed under healthcare. The thesis is AI application. That category mismatch is where the repricing happens. The full breakdown on why $LLY is the AI trade the market hasn't priced: Source: Anthony Pompliano Podcast -
11:40

Not NVIDIA. Not OpenAI. Eli Lilly. Jordi Visser (Jordi Visser) says a 150-year-old pharma company in Indianapolis has the best shot at becoming the world's largest company within five years. The case: ~1,000 NVIDIA Blackwell GPUs in a private data center, a co-innovation lab with Jensen Huang, an AlphaFold partnership via Isomorphic Labs, Toon Lab in Silicon Valley, and 150 years of proprietary metabolic disease data no general model can replicate. That last moat is the one that matters. You cannot train your way to that dataset. Eli Lilly has it. The investor gap: the stock is filed under healthcare. The thesis is AI application. That category mismatch is where the repricing happens. The full breakdown on why $LLY is the AI trade the market hasn't priced: Source: Anthony Pompliano Podcast -

Podcast Alpha

63,599 次观看 • 3 个月前

xAI charges $50B per gigawatt. Neoclouds charge $17-25B. Gavin Baker Gavin Baker of Atreides Management told John Coogan and Jordi Hays on TBPN that Mars is not the SpaceX bull case. Altimeter's research shows xAI monetizes compute at $50B per gigawatt on the Google deal - 2-3x what any neocloud competitor charges. Baker stayed long through the IPO. His 12-month model doesn't track rocket launches. It tracks gigawatt additions. xAI also ordered roughly 20% of NVIDIA's Ruben production. Ruben is easier to deploy than Blackwell. Each new gigawatt at that pricing premium is a significant revenue event. Model gigawatts, not launch cadence. That's the trade. Full breakdown of Baker's near-term SpaceX case: Source: TBPN -
1:14

xAI charges $50B per gigawatt. Neoclouds charge $17-25B. Gavin Baker Gavin Baker of Atreides Management told John Coogan and Jordi Hays on TBPN that Mars is not the SpaceX bull case. Altimeter's research shows xAI monetizes compute at $50B per gigawatt on the Google deal - 2-3x what any neocloud competitor charges. Baker stayed long through the IPO. His 12-month model doesn't track rocket launches. It tracks gigawatt additions. xAI also ordered roughly 20% of NVIDIA's Ruben production. Ruben is easier to deploy than Blackwell. Each new gigawatt at that pricing premium is a significant revenue event. Model gigawatts, not launch cadence. That's the trade. Full breakdown of Baker's near-term SpaceX case: Source: TBPN -

Podcast Alpha

54,609 次观看 • 2 个月前

"Bitcoin is a narrative. It will always be a narrative. And that's its moat." Jordi Visser (Jordi Visser) on why Bitcoin survives every bear market and what's actually holding it back right now: "It has a moat because belief is harder than fundamentals. Fundamentals come and go. Belief systems don't." "It's survived many, many bear markets. It's in the stage of long-term acceptance now." "The problem is simple: it needs money. And right now the money is going somewhere else." Translation: Bitcoin's strength isn't a cash flow or a fundamental you can model, it's belief, and belief is harder to kill than any balance sheet. That's why it keeps surviving. But belief doesn't move price on its own. It needs capital flowing in, and in a market where AI is absorbing every available dollar, that's the one thing Bitcoin isn't getting yet. Belief keeps it alive. Money makes it move. Which one are you betting shows up first? Jordi Visser: BTC is a narrative, it will always be a narrative. Its in the stage of a long term acceptance, the problem is, it needs money.
3:01

"Bitcoin is a narrative. It will always be a narrative. And that's its moat." Jordi Visser (Jordi Visser) on why Bitcoin survives every bear market and what's actually holding it back right now: "It has a moat because belief is harder than fundamentals. Fundamentals come and go. Belief systems don't." "It's survived many, many bear markets. It's in the stage of long-term acceptance now." "The problem is simple: it needs money. And right now the money is going somewhere else." Translation: Bitcoin's strength isn't a cash flow or a fundamental you can model, it's belief, and belief is harder to kill than any balance sheet. That's why it keeps surviving. But belief doesn't move price on its own. It needs capital flowing in, and in a market where AI is absorbing every available dollar, that's the one thing Bitcoin isn't getting yet. Belief keeps it alive. Money makes it move. Which one are you betting shows up first? Jordi Visser: BTC is a narrative, it will always be a narrative. Its in the stage of a long term acceptance, the problem is, it needs money.

Michaël van de Poppe

35,125 次观看 • 2 个月前

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms
58:23

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms

Anthony Pompliano 🌪

287,741 次观看 • 22 天前

Des del Departament d’Educació expressem tota la nostra determinació i compromís per poder reconduir la situació que ara mateix viu el sistema educatiu. Hem de tornar a seure i parlar, i ho farem dijous amb els sindicats per trobar marges on posar-nos d'acord. Davant dels reptes de l'educació dels nostres dies, estic convençuda que trobarem voluntat d’avançar per enfortir les bases del nostre model educatiu: amb més professionals de suport a la inclusió per millorar la qualitat de l’atenció educativa. Ho he explicat avui a El món a RAC1 amb Jordi Basté.
0:42

Des del Departament d’Educació expressem tota la nostra determinació i compromís per poder reconduir la situació que ara mateix viu el sistema educatiu. Hem de tornar a seure i parlar, i ho farem dijous amb els sindicats per trobar marges on posar-nos d'acord. Davant dels reptes de l'educació dels nostres dies, estic convençuda que trobarem voluntat d’avançar per enfortir les bases del nostre model educatiu: amb més professionals de suport a la inclusió per millorar la qualitat de l’atenció educativa. Ho he explicat avui a El món a RAC1 amb Jordi Basté.

Esther Niubó

10,286 次观看 • 4 个月前

Can Eli Lilly become the largest company in the world? Jordi Visser thinks so. "The reason I believe Eli Lilly has a chance to be the largest company in the world, and the number one AI company in the world within 5 years, is because they are building a specialized model." "They have their own data center with 1,000 GPUs with all the data that $LLY has had [as] a 150 year old company." "They are creating an innovation hub of using data all for human software."
1:15

Can Eli Lilly become the largest company in the world? Jordi Visser thinks so. "The reason I believe Eli Lilly has a chance to be the largest company in the world, and the number one AI company in the world within 5 years, is because they are building a specialized model." "They have their own data center with 1,000 GPUs with all the data that $LLY has had [as] a 150 year old company." "They are creating an innovation hub of using data all for human software."

Anthony Pompliano 🌪

140,518 次观看 • 3 个月前

Jordi says Paramount+'s first UFC stream was "materially worse" than the pay-per-view model: Not only were the fighter walkouts replaced by 200 seconds of straight ads, but I don't think Paramount was ready for the influx of new live viewers. We were trying to watch the fights - it would play for a minute, then throw up a "fatal error." You had to turn the app off and turn it back on again. We did this for a while, then realized we could watch the Portuguese stream, so we ended up watching most of it with low volume in Portuguese.
3:22

Jordi says Paramount+'s first UFC stream was "materially worse" than the pay-per-view model: Not only were the fighter walkouts replaced by 200 seconds of straight ads, but I don't think Paramount was ready for the influx of new live viewers. We were trying to watch the fights - it would play for a minute, then throw up a "fatal error." You had to turn the app off and turn it back on again. We did this for a while, then realized we could watch the Portuguese stream, so we ended up watching most of it with low volume in Portuguese.

TBPN

35,432 次观看 • 7 个月前

Jordy Visser Jordi Visser: "Google's not a player in this anymore." Visser is an AI-native power user who tracks his own model usage as a leading indicator. Two months ago Claude was 35% of his usage, ChatGPT 25%, Google 20%. Now ChatGPT and Claude are 90% combined and Gemini is near zero. The same week, two senior DeepMind scientists left for Anthropic. He would never short Google. But multiple compression is already underway, the same pattern that hit Meta and Microsoft. A business does not have to fail to destroy shareholder value. Why the AI race narrowed to two: Source: Anthony Pompliano Podcast -
4:52

Jordy Visser Jordi Visser: "Google's not a player in this anymore." Visser is an AI-native power user who tracks his own model usage as a leading indicator. Two months ago Claude was 35% of his usage, ChatGPT 25%, Google 20%. Now ChatGPT and Claude are 90% combined and Gemini is near zero. The same week, two senior DeepMind scientists left for Anthropic. He would never short Google. But multiple compression is already underway, the same pattern that hit Meta and Microsoft. A business does not have to fail to destroy shareholder value. Why the AI race narrowed to two: Source: Anthony Pompliano Podcast -

Podcast Alpha

32,589 次观看 • 2 个月前

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
52:44

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

Anthony Pompliano 🌪

32,389 次观看 • 4 个月前