Videos

Anthony Pompliano · 57:11 min · 30 de June de 2026

OG Crypto Investor SOLD HIS BITCOIN For AI

Anthony Pompliano · 1:14:35 min · 29 de June de 2026

Why Are Bitcoin & AI Stocks CRASHING?!

Anthony Pompliano · 45:38 min · 27 de June de 2026

Will The K-Shaped Economy Destroy America?

Anthony Pompliano · 40:16 min · 25 de June de 2026

I Just Revealed My Current Portfolioâ€¦

Anthony Pompliano · 43:03 min · 23 de June de 2026

The Biggest Pivot In AI History Is Happening Right Now

Anthony Pompliano · 48:36 min · 20 de June de 2026

Should You Invest In SpaceX IPO, Elon Musk, Bitcoin or AI?

Anthony Pompliano · 54:48 min · 13 de June de 2026

Why Is Bitcoin CRASHING?!

Anthony Pompliano · 57:39 min · 6 de June de 2026

Should You Invest In Digital Credit Backed By Bitcoin?

Anthony Pompliano · 52:18 min · 4 de June de 2026

The Biggest Money-Making Opportunity Since Bitcoin?

Anthony Pompliano · 1:20:18 min · 2 de June de 2026

Bitcoin Will Breakout By Summer If This Happens

Bitcoin Breakout Prediction: The speaker forecasts a potential Bitcoin breakout by Summer if commodities like silver or gold experience a dramatic supply-driven surge, signaling a major macro regime shift. Â· Market Divergence & Risk: Global markets are showing significant divergence (US rally vs. Eâ€¦

Anthony Pompliano · 53:11 min · 24 de May de 2026

Is AI Taking Money & Attention Away From Bitcoin?

AI is a productivity tool, not just a cost reducer: The narrative of mass job loss is refuted; human engineering and specialized skills will be the critical differentiators. Â· Infrastructure drives investment: Bullish views are supported by real-world demand for chips and memory components, fuelingâ€¦

Anthony Pompliano · 52:25 min · 21 de May de 2026

Volatility Is Coming! Here Is How To Profit From It

Macro Shift & Volatility: The debasement of the dollar and rapid expansion of AI infrastructure are driving massive market growth, making extreme volatility inevitable across all tokenized assets. Â· Tokenization is Key: Financial institutions are prioritizing tokenization as the primary mechanism tâ€¦

Anthony Pompliano · 37:47 min · 20 de May de 2026

Dogecoin & Bitcoin Are Both Signaling Something Big?

The market faces a complex regime shift driven by explosive AI energy demand (potentially 1000x current levels) and persistent inflation, despite recent stock highs. Â· Dogecoin is analyzed not as an investment but as a pure technical signal for renewed retail sentiment in crypto, while geopoliticalâ€¦

Anthony Pompliano · 51:19 min · 17 de May de 2026

The TRUTH About Bitcoin Mining & AI Data Centers

Digital Energy Transition: Companies like HUD are pivoting from pure Bitcoin mining to building large-scale, next-generation digital energy infrastructure supporting both AI HPC and other critical technologies. Â· National Infrastructure Imperative: Building domestic data centers is crucial for theâ€¦

Anthony Pompliano · 32:35 min · 15 de May de 2026

The AI Boom Is Very BULLISH For Bitcoin

AI's Structural Shift: The AI boom is driving massive, parabolic growth in compute and infrastructure (data centers), creating supply bottlenecks that are replacing traditional economic recessions. Â· Inflationary Hedge: Due to persistent commodity inflation and hardware delays, the current environmâ€¦

Anthony Pompliano · 59:11 min · 10 de May de 2026

Bitcoin & AI Will DOMINATE The Next Rotation

Bitcoin (BTC) is positioned to dominate the next rotation, acting as a hedge against devaluation and succeeding in both inflationary and AI-driven deflationary scenarios. A sustainable move may start if BTC trades above $76,000 and ETH is above $2,400 . Â· The AI revolution is fundamentally disruptiâ€¦

Anthony Pompliano · 52:49 min · 7 de May de 2026

Wall Street Is ALL-IN On Bitcoin

Institutional Adoption: Major financial players like BlackRock , Morgan Stanley , and Fidelity are aggressively entering the market via Bitcoin ETFs, signaling a massive shift in institutional focus. Â· Macro Outlook & Deflation: Despite geopolitical volatility, powerful macro forces (tariffs, AI, râ€¦

Anthony Pompliano · 28:36 min · 7 de May de 2026

Former Citadel Trader is Now Betting on Retail

Bitcoin Macro Trading

Retail Empowerment & Tokenization: Modern platforms like Moomoo US are democratizing finance, allowing retail investors to access sophisticated tools (no-code algo building) and utilize blockchain native tokens for yield and collateral. Â· The Shift in Investor Profile: The modern retail investor isâ€¦

Anthony Pompliano · 33:23 min · 7 de May de 2026

All-Time High Stocksâ€¦ Bitcoin About To Explode?

Scarcity is the new driver: Current market highs are fueled by secular bull markets in hardware, commodities, and semiconductors, not broad economic health. Investors should prioritize scarcity names over general indexes like the S&P 500. Â· AI Compute Bottleneck: The rapid acceleration of AI agentsâ€¦

Anthony Pompliano · 57:41 min · 7 de May de 2026

How Michael Saylor Bet Billions on Bitcoin

The Macro Thesis: Traditional cash is rapidly losing purchasing power due to "asset inflation" (estimated at 25% to 30%), a problem standard CPI measures fail to capture. This forces companies like MicroStrategy to seek hard, scarce assets. Â· Saylor's Strategy: Driven by the need to protect capitalâ€¦

Anthony Pompliano · 1:29:30 min · 7 de May de 2026

Why Bitcoin, Stablecoins & Tokenization Push Prices MUCH Higher

â—† The current geopolitical climate demands trustless and permissionless assets, positioning Bitcoin as a superior solution against traditional, centralized financial systems. Â· â–¶ï¸ The US is proposing an offensive cyber strategyâ€”a "privateering" mechanismâ€”to empower regulated citizens to recover stoâ€¦

Anthony Pompliano · 39:29 min · 7 de May de 2026

Why All-Time High Stocks Are Bullish for Bitcoin â€” Anthony Pompliano

The current market surge is driven by the Industrial Revolution fueled by Artificial Intelligence, shifting investment focus from pure software to essential hardware (semiconductors, power infrastructure). Â· While crypto lags due to retail focus on AI trades, institutional money is expected to drivâ€¦

Anthony Pompliano · 52:44 min · 3 de May de 2026

Why Bitcoin WINS No Matter What Happens to Inflation

Bitcoin's Resilience: Bitcoin maintains value regardless of whether the economy is inflationary or deflationary, acting as a hedge against rising CPI and excessive government spending. Â· The Scarcity Shift: The market is moving toward extreme abundance due to rapid innovation (AI), making assets tiâ€¦

Anthony Pompliano · 57:11 min · 28 de April de 2026

Autores varios - AI

RTX 5090, Mac Studio, or DGX Spark? I tried all three.

Ownership is Key: The shift in AI usage demands building a durable, locally owned computing stack to preserve private data and institutional memory, making the local machine a "routing system" for tasks. Â· Hardware vs. Workflow: Hardware choice (e.g., Mac Studio , dual RTX 5090s , or DGX Spark ) shâ€¦

Autores varios - AI · 32:35 min · 3 de May de 2026

My M5 Max, Gemma 4, MLX LOCAL Stack. (This KILLS MODEL PROVIDERS)

Local Performance Revolution: The analysis demonstrates that running powerful models locally (especially using MLX optimized formats) provides superior speed, privacy, and cost savings compared to relying on external cloud APIs. Â· M5 Max Advantage: The M5 Max MacBook Pro significantly outperforms tâ€¦

Autores varios - AI · 39:03 min · 3 de May de 2026

Hermes Agent w/ ChatGPT 5.5 is literally magic

Hermes Agent is a revolutionary, self-improving AI employee powered by ChatGPT 5.5 , designed for massive productivity gains and constant skill development. Â· It excels over competitors like OpenClaw because it remains lightweight, highly performant, and reliably functional without performance degrâ€¦

Autores varios - AI · 17:17 min · 3 de May de 2026

Why Everyone Is Quietly Quitting OpenClaw

Despite initial hype, users are quietly abandoning OpenClaw due to high costs (e.g., $86/month "heartbeat"), technical failures, and severe unreliability. Â· The project suffers from major security vulnerabilities, including prompt injection attacks and massive data leaks stemming from its enormousâ€¦

Autores varios - AI · 13:41 min · 3 de May de 2026

Jack Mallers

Bitcoin: The Last Honest Market

Jack Mallers · 1:21:17 min · 29 de June de 2026

Oil, The Fed, Strategy, And The Bear Market

Jack Mallers · 1:54:39 min · 23 de June de 2026

Bitcoin Selloff Explained: Capital Rotation & Strategy Deep Dive

Jack Mallers · 1:50:01 min · 9 de June de 2026

Bitcoin Memorial Day Briefing

Jack Mallers · 58:12 min · 25 de May de 2026

Bitcoin Doesn’t Negotiate

Bitcoin Macro Policy +1

The global financial system is facing systemic risk due to high leverage and unsustainable debt, accelerating the death of fiat currency. Â· Bitcoin is presented as essential hard money, offering a hedge against extreme inflation (evidenced by hot PPI data at 6%) and government debasement. Â· Investoâ€¦

Jack Mallers · 98:21 min · 21 de May de 2026

Bitcoin & The Tale of Two Wolves

Jack Mallers · 1:48:12 min · 12 de May de 2026

Hold Onto Your Butts (And Your Bitcoin)

Jack Mallers · 1:55:45 min · 5 de May de 2026

Multiple Paths, One Asset: Spend, Borrow, or HODL? | Bitcoin 2026

Bitcoin's Dual Role: The debate centers on whether Bitcoin is primarily a "store of value" or "freedom money" used for everyday transactions, with adoption depending heavily on consumer behavior rather than technology. Â· The Payments Revolution: Systems like Strike and Cash App's Tap to Pay are buiâ€¦

Jack Mallers · 23:41 min · 3 de May de 2026

Keynote: Jack Mallers – The Bitcoin Company | Bitcoin 2026

Integrated Model: Jack Mallers is building the "ideal Bitcoin company," merging global financial services (like Strike ) with physical infrastructure ( Electron Mining ) and capital markets. Â· Liquidity & Conviction: The focus is on providing users liquidity against their BTC holdings through produâ€¦

Jack Mallers · 37:05 min · 3 de May de 2026

Mailbag Monday: Live From The Bitcoin Conference

Jack Mallers · 1:23:51 min · 27 de April de 2026

Bitcoin & the Bigger Shovel

Jack Mallers · 1:56:56 min · 14 de April de 2026

They’re Lying to You. Again. Stay Humble & Stack Sats.

Jack Mallers · 1:59:16 min · 31 de March de 2026

When the Music Stops: Why Bitcoin Is Next

Jack Mallers · 2:04:45 min · 24 de March de 2026

Uncle, Not TACO: Bitcoin in a World on Fire

Jack Mallers · 1:33:28 min · 16 de March de 2026

Oil, Bonds, and Bitcoin: The Rules Are That There Are No Rules

Jack Mallers · 2:03:00 min · 10 de March de 2026

War, AI, and Bitcoin In Deep Value

Jack Mallers · 1:26:22 min · 3 de March de 2026

Strike Bitcoin Line Of Credit: What It Is & How I Use It

Strike's Bitcoin Line of Credit allows users to live on Bitcoin by borrowing fiat against BTC collateral, avoiding taxable events. Â· The strategy is viable if Bitcoin's annual growth rate exceeds the borrowing cost (e.g., 13% APR ). Â· Users can employ the "Smart Block" strategy, maintaining a low Lâ€¦

Jack Mallers · 28:24 min · 3 de March de 2026

AI Is Breaking The System & What It Means For Bitcoin

Jack Mallers · 2:11:07 min · 24 de February de 2026

BTFD? Understanding Bonds, Debt, Markets & Bitcoin

Bitcoin Macro Markets +1

The global financial system is undergoing a monetary regime change, driven by excessive national debt and the breakdown of traditional fiat systems (e.g., Japan's dilemma). Â· Bitcoin is positioned as the superior, decentralized monetary asset compared to gold, offering a functional network capableâ€¦

Jack Mallers · 109:21 min · 16 de February de 2026

From Software to Hard Asset: Bitcoin in a New Liquidity Regime

Asset Transition: Bitcoin is undergoing a necessary "painful correction" to shed its classification as a volatile tech stock and mature into a true, superior hard asset in the new global liquidity regime. Â· Macro Drivers: Global capital is rotating away from highly leveraged, cash-intensive softwarâ€¦

Jack Mallers · 106:30 min · 14 de February de 2026

Bitcoin and the End of Globalism

The current global financial system, built on fiat currency and the Bretton Woods structure, is fundamentally failing due to persistent deficits and debt crises. Â· Bitcoin is presented as the superior, decentralized monetary solution capable of replacing unstable fiat currencies in an impending "neâ€¦

Jack Mallers · 106:02 min · 12 de February de 2026

Japan, AI, & The Next Liquidity Shock For Bitcoin

AI Bitcoin Macro +1

The global economy faces an impending liquidity shock driven by converging forces: massive sovereign debt (especially in Japan and the US) and powerful deflationary pressure from rapid AI adoption. Â· Capital is actively rotating out of government paper and into hard assets like gold, while Bitcoinâ€¦

Jack Mallers · 94:52 min · 11 de February de 2026

Bitcoin & The Return of Wartime Economics

Jack Mallers · 1:36:33 min · 16 de December de 2025

The Liquidity Airpocket: Real Rates, Panic, and Bitcoinâ€™s Flush

Jack Mallers · 1:38:48 min · 25 de November de 2025

The Plot Is In The Plumbing & Bitcoin Can Smell the Printer

Jack Mallers · 2:02:08 min · 11 de November de 2025

Bitcoin: The End Of The Beginning

Jack Mallers · 2:08:00 min · 4 de November de 2025

The Great Repricing: From Fiat to Bitcoin

Jack Mallers · 1:44:56 min · 27 de October de 2025

Bitcoin All Time Highs & The End of the Dollarâ€™s Monopoly

Jack Mallers · 1:31:27 min · 6 de October de 2025

When Rocks Beat Bonds: Get Yourself Some Bitcoin

Jack Mallers · 1:21:44 min · 29 de September de 2025

Policy Is The Plot: Why Bitcoin Thrives In Financial Respression

Current economic trends, driven by dollar debasement and fiscal dominance, are deliberate policy choices creating a polarized economy that crushes the middle class. Â· Bitcoin is positioned as the necessary exit door against this systemic monetary decay, offering a bottom-up opportunity to outperforâ€¦

Jack Mallers · 49:20 min · 15 de September de 2025

Jordi Visser / VisserLabs

Hyperscalers Are Collapsing. Is the AI “Bubble” Crashing or Consolidating?

Jordi Visser / VisserLabs · 56:14 min · 28 de June de 2026

Signal Over Noise: â€œThe Most Important Moment in Human Historyâ€

Jordi Visser / VisserLabs · 49:49 min · 21 de June de 2026

The AI Mid-Cycle Slowdown: OpenAI, Anthropic, and the AI Price War

Jordi Visser / VisserLabs · 47:47 min · 14 de June de 2026

Navigating the AI Mid-Cycle Slowdown â€” Jordi Visser (June 2026 Subscriber Call)

🇬🇧 EN

Jordi Visser / VisserLabs · 30:45 min · 11 de June de 2026

The Fireworks Show Is Over: Why This Is An AI Rotation, Not a Bubble Unwind

Jordi Visser / VisserLabs · 55:27 min · 7 de June de 2026

â€œWe Will Have a Crashâ€: Why AI Brings Out the Fear in People

Jordi Visser / VisserLabs · 1:00:23 min · 31 de May de 2026

Running Hot Into Scarcity: Why Bottlenecks Are the Risk to the AI â€œBubbleâ€

The market is undergoing a regime shift driven by inflation and severe physical bottlenecks, moving from an era of abundance to one defined by scarcity. Â· AI's explosive demand for compute (requiring up to 1,000x more power than generative AI) is creating critical supply chain constraints in energyâ€¦

Jordi Visser / VisserLabs · 51:25 min · 18 de May de 2026

Bubbles, Parabolas and Speed Crashes: The End of Human Market Structure

The market is undergoing a fundamental shift from human-dominated cycles to one governed by emotionless, high-speed AI agents, rendering traditional frameworks like Kindleberger's obsolete. Â· Demand for intelligence is effectively unlimited (e.g., Anthropic saw 80x growth in Q1), backed by real revâ€¦

Jordi Visser / VisserLabs · 1:00:22 min · 11 de May de 2026

Your Capex is My Opportunity: The AI Capex Cycle Has Replaced the Old Economy Business Cycle

The traditional economic cycle is obsolete; the new growth driver is AI Capital Expenditure (Capex), shifting focus from corporate margins to massive infrastructure buildout ($90T global estimate). Â· While markets rally on strong earnings and CapEx demand (e.g., Caterpillar's $62B backlog), signifiâ€¦

Jordi Visser / VisserLabs · 43:48 min · 7 de May de 2026

The Edge Awakens: Why the Physical AI Upgrade Is Still in the First Inning [vGemma]

The Physical AI Upgrade is the dominant theme, requiring an estimated $90 trillion investment in power and optical fiber infrastructure, making this early innings opportunity far more significant than individual software chip picks. Â· The core investment thesis is a thematic long/short strategy: Goâ€¦

Jordi Visser / VisserLabs · 47:43 min · 28 de April de 2026

All Time Highs Built On A Compute Shortage â€” Jordi Visser (23 abril 2026)

Compute Scarcity is the New Macro Regime: The market rally (S&P new all-time highs) is driven by structural shortages in chips, memory, and power required for AI advancement, creating a "reflationary stagflation-leaning industrial scarcity regime." Â· Energy & Power are Critical Bottlenecks: Jensenâ€¦

Jordi Visser / VisserLabs · 45:07 min · 24 de April de 2026

22V Research Webinar: AI Macro Nexus â€” Digital Scarcity and Trading Setup (April 22, 2026)

🇬🇧 EN

The market is defined by a period of digital scarcity, driven by geopolitical risk and the massive demand for AI infrastructure, leading to extreme concentration in semiconductor leaders. Â· A severe global compute shortage (memory, CPUs, GPUs) exists, positioning assets like Bitcoin and Silver favoâ€¦

Jordi Visser / VisserLabs · 32:00 min · 22 de April de 2026

Ceasefire, Inflation, Mythos and a Scarcity vs Abundance Moonshot â€” Jordi Visser (12 abril 2026)

The market is entering a pendulum phase, not a trend, mirroring the 1970s due to persistent inflation and commodity shortages (CPI at 0.9% MoM). Â· Investment focus must shift from software/abundance to scarcity trades (Energy, Materials, Industrials) driven by massive AI infrastructure demand (Capiâ€¦

Jordi Visser / VisserLabs · 46:31 min · 12 de April de 2026

While You’re Watching Oil Prices, AI Is Accelerating And Rewriting The Economy â€” Jordi Visser (5 abril 2026)

Regime Shift Driven by AI: Oil prices have broken their negative correlation with stocks, signaling a fundamental shift where AI-driven investment themes are the most durable and important market driver. Â· Dual Risks Looming: The economy faces rising stagflation risk due to weakening global growthâ€¦

Jordi Visser / VisserLabs · 54:29 min · 5 de April de 2026

The End of TACO PTSD: Markets Are Finally Facing The Inflation Reality â€” Jordi Visser (29 marzo 2026)

Regime Shift Confirmed: The economic environment since 2007 is over. Investors must adapt to a new framework of long scarcity and short abundance, driven by massive AI demands and geopolitical instability. Â· Inflation & Risk Alert: Import prices are surging, with annualized CPI projected between 4%â€¦

Jordi Visser / VisserLabs · 47:29 min · 29 de March de 2026

2025 TACO PTSD: Why Strategists, Analysts, and Investors Are Still Fighting the Last War â€” Jordi Visser (22 marzo 2026)

The market is exhibiting "TACO PTSD," showing dangerous complacency regarding rising inflation and recession risk, despite significant macroeconomic deterioration (e.g., zero net job creation). Â· Critical supply chains are under threat from geopolitical conflict, specifically the disruption of heliâ€¦

Jordi Visser / VisserLabs · 55:05 min · 22 de March de 2026

Oil, AI, and Private Credit: The New Market Stress Cycle â€” Jordi Visser (15 marzo 2026)

Geopolitical Oil Shock: The closure of the Strait of Hormuz is driving oil prices into an extreme range ($85â€“$120), fueling global supply disruption, surging jet fuel costs, and significant inflationary pressure (CPI). Â· AI & Labor Market Divergence: AI adoption is accelerating rapidly (Claude 5.4â€¦

Jordi Visser / VisserLabs · 50:32 min · 15 de March de 2026

Financials Are Warning Something Is Wrong: Oil, AI and Credit Are Colliding â€” Jordi Visser (8 marzo 2026)

The market is entering a period of necessary deleveraging, driven by converging risks from credit stress, rising oil prices (above $80), and financial sector weakness. Â· While AI continues to dominate growth narratives, its rapid technological progress (e.g., autonomous agents) is outpacing real-woâ€¦

Jordi Visser / VisserLabs · 56:15 min · 8 de March de 2026

The Hidden Crisis: Private Credit, Hyperscaler Leverage, and the Software Reckoning â€” Jordi Visser (1 marzo 2026)

Systemic Credit Crisis: A severe contagion risk is emerging from opaque private credit markets, with default rates rising to 15%. This debt stress is directly linked to the massive leverage of hyperscalers. Â· AI Adoption Friction & Hyperscaler Risk: Enterprise AI adoption is slow due to poor data qâ€¦

Jordi Visser / VisserLabs · 62:16 min · 1 de March de 2026

Valuations Are Falling for a Reason: AI Is Repricing the Future â€” Jordi Visser (22 febrero 2026)

Regime Shift Alert: The market is entering a new regime characterized by massive dispersion and the structural shift from asset-light to asset-heavy investments, driven by AI. Â· AI Disruption & Valuation: Multiple compression in software is dominant; traditional SaaS models are viewed as potentialâ€¦

Jordi Visser / VisserLabs · 46:19 min · 22 de February de 2026

Supersonic Tsunami Hits SaaS: My Turbulence Model Is Flashing Risk â€” Jordi Visser (15 febrero 2026)

AI Acceleration is Structural, Not Cyclical: Humanity faces a "supersonic tsunami" driven by confirmed recursive self-improvement (RSI) in AI. This fundamentally changes the capital structure, making traditional growth plays like picking the bottom in SaaS stocks dangerous value traps. Â· Shift fromâ€¦

Jordi Visser / VisserLabs · 64:42 min · 15 de February de 2026

The SaaS-Pocalypse, Bitcoin Crash and Why Understanding Palantir is Now Important for Both of Them â€” Jordi Visser (8 febrero 2026)

AI Bitcoin Macro +2

AI Disruption & SaaS Collapse: The rise of intelligent agents (like Ultron) is fundamentally changing enterprise software, leading to a massive industry transformation and failure among legacy providers. Â· Bitcoin's Role: Bitcoin is viewed not just as a crypto asset but as the most liquid hedge agaâ€¦

Jordi Visser / VisserLabs · 61:17 min · 8 de February de 2026

Agent Swarms, OpenAI Virus, And The Age Of Parabolic Volatility â€” Jordi Visser (1 febrero 2026)

Investment Thesis: The core theme is to be long scarcity (critical minerals, energy) and short abundance (software, high-growth AI deals) throughout the year, anticipating parabolic volatility. Â· Tech Risks & Opportunities: Software firms face severe bottlenecks (data center capacity, optical fiberâ€¦

Jordi Visser / VisserLabs · 38:12 min · 1 de February de 2026

Silver Went Parabolic â€” The Next Trade Is Still Forgotten â€” Jordi Visser (25 enero 2026)

The AI trade is shifting from software abundance to physical scarcity , making materials (silver, copper) and energy the primary structural investment drivers. Â· Investors should focus on buying scarcityâ€”favoring commodities and emerging markets like Brazil over pure large-cap tech growth. Â· A massâ€¦

Jordi Visser / VisserLabs · 51:53 min · 25 de January de 2026

Semis vs Software Is Breaking the Market (Scarcity vs Abundance) â€” Jordi Visser (18 enero 2026)

AI Hardware Macro +2

Scarcity vs. Abundance: The market is shifting from software abundance to physical scarcity (gold, copper, semis), driven by industrial underinvestment and hardware bottlenecks. Â· Semis Outperform Software: Equal-weight semiconductor stocks are surging ( 65% gain), while high-multiple AI infrastrucâ€¦

Jordi Visser / VisserLabs · 54:13 min · 18 de January de 2026

Data Center Delays vs. Infinite AI Demand: The 2026 Bottleneck Trade â€” Jordi Visser (11 enero 2026)

Infrastructure is the new bottleneck: Infinite AI demand is currently capped by physical limitsâ€”specifically, electricity generation, power conversion, and cooling systems. Â· Portfolio Shift Required: Investment focus must rotate away from high-multiple software/data center plays toward AI adoptersâ€¦

Jordi Visser / VisserLabs · 61:38 min · 11 de January de 2026

2026 Outlook: The AI â†’ Physical World Inflection â€” Jordi Visser (4 enero 2026)

Global Reflation & Productivity Boom: Q3 real GDP hit a surprising 4.3% , driven by applied intelligence (AI), signaling an early-cycle global reflationary boom supported by commodity strength and high CapEx. Â· Regime Shift & AI Inflection: The market is entering a regime where gold and equities riâ€¦

Jordi Visser / VisserLabs · 45:19 min · 4 de January de 2026

Peter H. Diamandis

Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242

AI Hardware Markets

TeraFab Initiative: Elon Musk's Terafab aims to produce one terawatt of AI compute annually, representing a radical shift in global infrastructure and potentially unifying his ecosystem. Â· Market Disruption & Risk: AI automation is driving a "great reshuffling," threatening traditional business modâ€¦

Peter H. Diamandis · 129:58 min · 27 de March de 2026

OpenClaw Explained: Baby AGI, Security Threats, Mac Mini Became Everyone’s Supercomputer

AI Hardware

OpenClaw is a revolutionary, open-source personal AI agent designed for local execution (e.g., on the Mac Mini ), enabling users to build autonomous organizations and leverage powerful "baby AGIs." Â· The shift toward local AI powered by devices like Mac Studios is accelerating, creating massive marâ€¦

Peter H. Diamandis · 89:26 min · 10 de March de 2026

THE JACK MALLERS SHOW

Stocks Becoming Policy, Bitcoin Becoming Money

The US economy is structurally insolvent, operating as a massive Ponzi scheme where non-discretionary government expenses (over $5.5 trillion) exceed total revenue ($4.92 trillion). Â· The stock market is undergoing nationalization, driven by the designation of AI as a critical national security intâ€¦

THE JACK MALLERS SHOW · 98:04 min · 18 de February de 2026