Bitcoin's Turn Is Next — The Easy Money AI Trade Is Over? | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 25 July 2026
⏱️ 54 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
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
Transcript
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| 0:52.3 | second half of the year and the fact that at some point here, the agenic side becomes really important for crypto. That's not going to be today's business. The AI trade's over. The ability of getting seven, eight times your money, and that is over. I think the things people need to watch, and I've started to post more next on this. What's going on, guys? Today, we got a great conversation with Jordy Visser. In this conversation, we go deep into the rabbit hole of AI, what's going on with all the open source models. Does this actually present a risk to all of the American large language model labs? And then we also get into what's going to happen to the portfolios. What companies are going to be winners? What companies are going to be winners? Are companies like Google betting their entire company on winning the AI race? What's going on with the war in Iran, interest rates, the Fed, and of course, Bitcoin and Crypto, all that much more in this week's conversation with Jordy Visser. All right, Jordy, all hell has broken loose. People are very worried about the Chinese open source models. |
| 1:44.8 | There are people who are advocating that the White House bans them. We now have an open letter |
| 1:48.8 | coming from Nvidia and a bunch of other companies saying, no, we should not ban them. We should |
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