The Biggest Pivot In AI History Is Happening Right Now | Jordi Visser

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.6 • 2K Ratings

🗓️ 20 June 2026

⏱️ 50 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 discuss the AI pivot happening with hyperscalers, the rise of open source models, what the Mythos/Fable 5 situation means for governments and investors, Kevin Warsh's first Fed press conference, where inflation is actually headed, and why bitcoin is still in a bear market and what needs to change.

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0:00 - Intro
0:57 - AI pivot & hyperscaler weakness
5:47 - Open source models & US vs China AI race
7:19 - Token demand, Jevons Paradox & AI adoption trends
14:22 - When does the CapEx spending become a problem?
17:59 - Open source vs closed AI models — who wins long term?
19:25 - Agency & what it means for individuals
24:34 - Is AI & energy the only thing holding the market up?
28:32 - Kevin Warsh's first Fed press conference
31:36 - Inflation outlook & next CPI print
37:44 - Why so many Americans feel trapped & real cost of living
44:51 - Bitcoin bear market & what needs to change

Transcript

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0:00.0	The internet is coaching our kids.
0:04.9	When boys hear that on repeat, it shapes how they see themselves.
0:08.4	We can't leave it to those voices.
0:10.3	We have to be louder.
0:11.6	Together with EE, we need to coach them, guide them, back them.
0:15.6	Building our boys up every chance we get.
0:18.0	Be yourself.
0:18.8	Back your mates.
0:19.9	Confidence comes from a vin.
0:21.2	Yes.
0:21.7	As proud partner of the England team's EE has support and guidance to help build all our
0:26.4	voice up on and off the pitch.
0:28.3	Search EE Yes, Boys.
0:30.2	Your team just added its 67th AI tool and also your 67th security blind spot.
0:36.5	The good news, the Vantor agent works like a GRC engineer in the background,
0:41.3	finding every app your team uses, scoring the risk and drafting fixes for you.
0:46.3	Vanta is the platform used by over 16,000 fast-moving companies like Synthesia, Nandoz and Granola,
0:53.3	who are shaping the future with AI and staying ahead of
0:56.5	AI risk. Get started at Vanta.com.
1:00.3	When SpaceX happened this week, it became obvious.
1:03.7	SpaceX and Bitcoin are basically the same thing.
1:06.4	I love when people send me things and they're going, you're wrong, SpaceX is overvalued.
	...

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