Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI trade — 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.

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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

Bitcoin's Turn Is Next — The Easy Money AI Trade Is Over? | Jordi Visser

The Pomp Podcast

Bitcoin's Turn Is Next — The Easy Money AI Trade Is Over? | Jordi Visser