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Specialized AI models will outperform general purpose models long-term. That's the big bet our team is making with Silvia, the super-intelligent financial AI product we are personally using and building every day. Anthony Pompliano 🌪 explains why works.

Phil Rosen

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22,835 views • 1 day ago •via X (Twitter)

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Bitcoin is a long-term winner with the AI supercycle set to accelerate over the next decade. I sat down with Anthony Pompliano 🌪 to discuss what's happening inside frontier AI labs, the US-China AI race, how bitcoin fits into the AI investment outlook, building CFOSilvia, and the latest on $BRR. This conversation covers unique ideas across AI, finance and wealth generation. Rapid fire insights-per-minute. 0:00 - AI fat model thesis 2:34 - US vs. Chinese AI models 5:24 - AI economics and costs 7:17 - DeepSeek and the price war 9:24 - Bitcoin as an AI play 11:38 - Why AI is deflationary 13:11 - Federal Reserve outlook 14:36 - The impossible comeback 20:02 - Specialized vs. general-purpose models 22:27 - Building Silvia

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.Anthony Pompliano 🌪 is exactly right. while the scope of work of some jobs may suffer in the mid-term, entirely new categories of work are continuing to emerge. AI will ultimately create a lot more jobs than it displaces. and those displaced, in almost every case, will be evolutions of the same job.

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