Should You Invest In SpaceX IPO, Elon Musk, Bitcoin or AI? | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 13 June 2026
⏱️ 56 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 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.
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- 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
Transcript
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| 0:00.0 | Some follow the noise. |
| 0:03.3 | Bloomberg follows the money. |
| 0:05.4 | Because behind every headline is a bottom line. |
| 0:09.3 | Whether it's the funds fueling AI or crypto's trillion dollar swings, |
| 0:13.8 | there's a money side to every story. |
| 0:16.5 | And when you see the money side, you understand what others miss. |
| 0:20.8 | Get the money side of the story. |
| 0:22.9 | Subscribe now at Bloomberg.com. |
| 0:30.0 | The internet is coaching our kids. |
| 0:32.6 | When boys hear that on repeat, it shapes how they see themselves. |
| 0:36.2 | We can't leave it to those voices. We have |
| 0:38.6 | to be louder. Together with EE, we need to coach them, guide them, back them. Building our boys up |
| 0:44.3 | every chance we get. Be yourself. Back your mates. Confidence comes from a vin. As proud partner |
| 0:50.3 | of the England's teams, EEE, has support and guidance to help build all our voice up on and |
| 0:55.3 | off the pitch. Search EEE, yes, boys. And that has always been my belief is that these models will be |
| 1:00.6 | commoditized, that you don't need to use the most expensive ones, and that the corporations haven't |
| 1:05.8 | figured out yet how to use them. When you put all that together and then you add in Bernie Sanders and |
| 1:10.3 | Donald Trump want to own part of the companies, I posted on X. There are so many headwinds when the Pope speaks out against the models. Like, how many things do you want to have where people are like slow this down? And then what's going on, guys? Today we got a great conversation with Jordie Visser. In this conversation, we talk about the SpaceX IPO, what he likes about it, where he thinks there could be risk, and what you should think about in your portfolio. On top of that, we talk about artificial intelligence, orbital data centers, what's going on with the model companies, token costs, and usage of these products, and then we get into physical AI and robotics, what Jeff Bezos is doing, how Jordy is thinking about all these different tools. And last but not least, we talk about the New York Knicks, the future NBA champions, but we don't talk about it from a basketball perspective. We talk about it as how it relates to AI in crypto. And I think it'll give you a lot to think about as to where the future is going. Here's my latest conversation with Jordy Visser. All right, Jordy, let's talk about the SpaceX IPO. Yesterday, it goes public. |
| 2:01.6 | Everyone's super excited about it. |
| 2:03.6 | What's your general take on the company valuation, |
| 2:06.6 | whether investors should look at this as a space company, |
| 2:08.6 | an AI company, just how do you evaluate Elon's great accomplishment here? |
... |
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