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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,...

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Anthony Pompliano 🌪

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72,370 просмотров • 13 дней назад •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 discuss this week with Jordi Visser: - why AI trade is not over - memory shortage - which AI models are winning - agentic loops replacing jobs - bitcoin & debasement trade - which areas of market he likes rest of year YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:13 - Is the AI trade over? 4:11 - Micron, memory shortage, & the AI supply chain 9:54 - Intel, TSMC & the AI arms race 13:11 - Claude vs. ChatGPT vs. Gemini 24:26 - Agentic loops & job displacement 29:50 - What is the impact of regulation? 34:55 - Stripe, solopreneurs & AI commerce 38:12 - Bitcoin, gold & the debasement selloff 43:11 - Tokenization & bitcoin's third wave 45:04 - Jordi’s upcoming video
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> "In no scenario is it bad for the US to have frontier-class open-source models." > "Every time there’s a step-function improvement in AI, a human bottleneck emerges alongside it." > "Your desire to be liked sometimes takes away from your desire to do the right thing and seek the truth." > "Every job will get refactored. The people who aren’t AI fluent will have a very hard time finding jobs." Jeetu Patel (Jeetu Patel), President & Chief Product Officer at Cisco sat down for an expansive talk about life and the future. 00:00 AI, jobs, and human potential 00:41 AI cybersecurity and Cisco’s security models 06:33 Why Cisco released the models openly 08:08 Running AI models locally 10:12 Why people are negative about AI 12:14 Will humans always be needed? 14:56 Can curiosity and ambition be taught? 17:12 Passion vs. expertise 19:39 The importance of unlearning 23:52 How to find the truth 26:06 How to get people excited about AI 33:35 How open source affects the AI industry 35:07 Can open-source AI make money? 46:44 Are Chinese open-source models good for the US? 49:55 Should the US restrict Chinese AI models? 53:05 Does open source make humanity safer? 54:11 Advice for people worried about AI
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My conversation with Sam Altman (Sam Altman), CEO of OpenAI. We discuss: - Kimi, distillation, and open source - OpenAI's compute bets - The Hugging Face incident - What happens after AGI - Raising kids in an age of abundant intelligence - And much more Enjoy! TIMESTAMPS 0:00 Intro 4:10 The Race for Compute 14:24 A Sci-Fi Cyber Incident 16:14 The Promise and Risks of AGI 23:27 How AI Will Change Jobs 29:38 Sam’s Vision for a Personal AI 35:02 Robotics, ChatGPT, and What Comes Next 44:39 The Weight of Leading OpenAI 51:36 OpenAI’s Biggest Lessons

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I did a live recording with Jordi Visser to discuss the scarcity trade across markets, bitcoin’s potential short squeeze, silver’s role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:27 - Bitcoin, silver & the coming scarcity trade 5:42 - Politics, Davos & why it doesn’t matter for markets 8:58 - Inflation vs deflation 12:16 - Why is bitcoin’s price not higher right now? 17:24 - Quantum risk & bitcoin security 19:01 - OpenAI, AI competition & monetization 24:34 - Elon Musk, Tesla & humanoid robots 31:05 - Robotaxis, dark factories & the future of labor 37:49 - How small businesses should use AI 41:40 - Strategy & bitcoin as collateral 44:14 - Robotics, vision models & what’s next

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38,590 просмотров • 6 месяцев назад

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I sat down with Jordi Visser to discuss why bitcoin is the purest AI trade available in the market, breakdown of energy infrastructure, how to invest amid the government shutdown, the Fed/interest rates, and why prediction markets and tokenization are two big themes moving forward. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:04 - Why bitcoin is the purest AI trade 11:43 - The impact of new energy infrastructure 16:53 - How Base Power is building a decentralized grid and other opportunities for investors 23:49 - Why retail spots themes before institutions 32:33 - Retail orange-pilling each other in public 37:25 - What is the impact of government shutdown on financial markets? 40:25 - The rise of prediction markets and tokenization 49:28 - Where to follow Jordi on the internet

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110,012 просмотров • 10 месяцев назад

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A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

Delphi Digital

21,214 просмотров • 1 месяц назад

I spoke with Jordi Visser this week about: - is the AI mid-cycle slowdown over? - AI token price war - why he is turning bullish on bitcoin - tokenization & stablecoins - Siri vs Grok voice mode - Samsung and bottleneck stocks - Fed's July rate decision - gold and silver - regional banks YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend 10:03 - Apple's Siri stumble & price hikes 14:50 - Using Grok in a Tesla 17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown 23:34 - Why Jordi is turning bullish on bitcoin 29:55 - Tokenization, stablecoins & the AI-crypto nexus 33:33 - Michael Saylor's Bitcoin sale — does it matter? 38:02 - Where else Jordi is deploying capital 42:04 - Does the Iran war actually matter for markets? 45:00 - The new robotic hand demo that changed everything 50:18 - Jordi’s upcoming video
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I spoke with Jordi Visser this week about: - is the AI mid-cycle slowdown over? - AI token price war - why he is turning bullish on bitcoin - tokenization & stablecoins - Siri vs Grok voice mode - Samsung and bottleneck stocks - Fed's July rate decision - gold and silver - regional banks YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend 10:03 - Apple's Siri stumble & price hikes 14:50 - Using Grok in a Tesla 17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown 23:34 - Why Jordi is turning bullish on bitcoin 29:55 - Tokenization, stablecoins & the AI-crypto nexus 33:33 - Michael Saylor's Bitcoin sale — does it matter? 38:02 - Where else Jordi is deploying capital 42:04 - Does the Iran war actually matter for markets? 45:00 - The new robotic hand demo that changed everything 50:18 - Jordi’s upcoming video

Anthony Pompliano 🌪

50,825 просмотров • 27 дней назад

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
57:38

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 просмотров • 2 месяцев назад

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 🌪

86,314 просмотров • 7 дней назад

My conversation with Jordi Visser this week covers the horrible jobs report, what will happen with inflation and the Fed, when bitcoin will break out, artificial intelligence, Tesla, and why asset prices will keep going higher. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:55 - Current state of the economy 8:23 - Has the fed and government outlawed bear markets? 10:36 - What is going on with bitcoin? 21:44 - Tesla, humanoid robots, & Elon Musk 35:34 - Should we be worried about electricity prices? 38:48 - What can be done about the national housing crisis? 43:40 - Trump administration communication style 48:57 - Should fed cut 50 bps?
52:07

My conversation with Jordi Visser this week covers the horrible jobs report, what will happen with inflation and the Fed, when bitcoin will break out, artificial intelligence, Tesla, and why asset prices will keep going higher. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:55 - Current state of the economy 8:23 - Has the fed and government outlawed bear markets? 10:36 - What is going on with bitcoin? 21:44 - Tesla, humanoid robots, & Elon Musk 35:34 - Should we be worried about electricity prices? 38:48 - What can be done about the national housing crisis? 43:40 - Trump administration communication style 48:57 - Should fed cut 50 bps?

Anthony Pompliano 🌪

42,364 просмотров • 11 месяцев назад

I sat down with Jordi Visser to discuss $TSLA robo-taxis, inflation, interest rates, and the U.S.–China trade dynamic. Jordi also shares how he’s positioning his portfolio, and what Bitcoin, gold, and market psychology reveal about where asset prices are headed next. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:45 - Tesla and the rise of robotaxis 14:39 - How AI, abundance, and bitcoin connect 20:11 - Generational divide and government control 22:20 - Why AI adoption mirrors Bitcoin adoption 25:06 - Gold’s parabolic run and sharp pullback 28:33 - China–US trade deal impact on gold and markets 36:28 - Layoffs, future of automation, and wealth effect 42:12 - Who could be selling bitcoin right now? 48:04 - The inevitability of AI and the next wave of innovation
52:03

I sat down with Jordi Visser to discuss $TSLA robo-taxis, inflation, interest rates, and the U.S.–China trade dynamic. Jordi also shares how he’s positioning his portfolio, and what Bitcoin, gold, and market psychology reveal about where asset prices are headed next. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:45 - Tesla and the rise of robotaxis 14:39 - How AI, abundance, and bitcoin connect 20:11 - Generational divide and government control 22:20 - Why AI adoption mirrors Bitcoin adoption 25:06 - Gold’s parabolic run and sharp pullback 28:33 - China–US trade deal impact on gold and markets 36:28 - Layoffs, future of automation, and wealth effect 42:12 - Who could be selling bitcoin right now? 48:04 - The inevitability of AI and the next wave of innovation

Anthony Pompliano 🌪

117,084 просмотров • 9 месяцев назад

Bitcoin and AI will define the next stage of the bull market. I sat down with Anthony Pompliano 🌪 to discuss $BTC's sideways trading, the slowing labor market, geopolitical risks, the Fed’s policy errors, and how to leverage AI for the new era. This conversation with Pomp is a must-listen. It is packed with unique insights you will not find anywhere else. TIMESTAMPS: 0:00 - Bitcoin vs Gold 3:16 - Jobs Data and AI Impact 5:41 - Fed outlook, rate cuts 10:06 - Oil prices vs deflation 14:19 - Why consensus is wrong 19:40 - AI skills for the new era 23:03 - Conclusion
23:09

Bitcoin and AI will define the next stage of the bull market. I sat down with Anthony Pompliano 🌪 to discuss $BTC's sideways trading, the slowing labor market, geopolitical risks, the Fed’s policy errors, and how to leverage AI for the new era. This conversation with Pomp is a must-listen. It is packed with unique insights you will not find anywhere else. TIMESTAMPS: 0:00 - Bitcoin vs Gold 3:16 - Jobs Data and AI Impact 5:41 - Fed outlook, rate cuts 10:06 - Oil prices vs deflation 14:19 - Why consensus is wrong 19:40 - AI skills for the new era 23:03 - Conclusion

Phil Rosen

16,782 просмотров • 5 месяцев назад