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Videos
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Everyone Gave Up On Bitcoin At Exactly The Wrong Time
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AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
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Every AI Agent Demo Stops at Email. I Pointed Mine at the Bills That Cost You Money.
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Sonnet 5 Drops, China’s $4,900 Robot, Fusion’s First Plant Gets Licensed W/ Philip Johnston | #268
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I Built My Own AI Memory by Talking to Claude. It Did 80% Itself.
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Dave Portnoy GOES OFF On Bitcoin, AI, Socialism & Being Fired From Barstool
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The $5B Company Building a Faster, Cheaper Chip Than NVIDIA
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OG Crypto Investor SOLD HIS BITCOIN For AI
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Bitcoin: The Last Honest Market
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Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028
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Anthropic vs. Alibaba, OpenAI Delays Its IPO, and the US Government Blocks GPT-5.6 | #267
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Hyperscalers Are Collapsing. Is the AI “Bubble” Crashing or Consolidating?
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Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron’s Blowout Quarter
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Why Are Bitcoin & AI Stocks CRASHING?!
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The $10B Satellite Empire Putting AI in Orbit, Why Chips Beat Rockets & China’s #1 Open Model | #266
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Will The K-Shaped Economy Destroy America?
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Lyn Alden: MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
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Demis Hassabis: DeepMind Chief Demis Hassabis Says Google’s Still Winning AI Talent | Semafor Tech
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I Just Revealed My Current Portfolio…
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Oil, The Fed, Strategy, And The Bear Market
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Investing a $120 Billion Balance Sheet with No Outside Investors
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GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
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Lyn Alden: Did Another Great Depression Just Trigger? | Lyn Alden
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Signal Over Noise: “The Most Important Moment in Human History”
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The Biggest Pivot In AI History Is Happening Right Now
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Dario Amodei: Inside the Mind of Anthropic CEO Dario Amodei | The Circuit | Extended Interview
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Clay’s Unusual Path to Building a Multi-Billion Dollar Company
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Gavin Baker: SpaceX Might Be the Greatest Company of All Time
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The AI Mid-Cycle Slowdown: OpenAI, Anthropic, and the AI Price War
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Should You Invest In SpaceX IPO, Elon Musk, Bitcoin or AI?
Navigating the AI Mid-Cycle Slowdown — Jordi Visser (June 2026 Subscriber Call)
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Gavin Baker: The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang
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Jensen Huang: NVIDIA’s Jensen Huang on Building the Dynamo of the Intelligence Age
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Bitcoin Selloff Explained: Capital Rotation & Strategy Deep Dive
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Gavin Baker interviews SpaceX CFO Bret Johnsen at Mission Control
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The Fireworks Show Is Over: Why This Is An AI Rotation, Not a Bubble Unwind
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Lyn Alden: The Bubble No One Is Talking About
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Demis Hassabis, Alison Noble and Paul Nurse discuss the future of science with AI
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Why Is Bitcoin CRASHING?!
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My Codex Ran 800 Million Tokens in A Day. The Real Story Isn’t Cost.
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Should You Invest In Digital Credit Backed By Bitcoin?
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ThE fOur YeAr cyCle iS dEAd
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Opus 4.8 Scored 81. Your Workflow Doesn’t Care.
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The Biggest Money-Making Opportunity Since Bitcoin?
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Demis Hassabis: A Conversation with Demis Hassabis, Co-Founder and CEO of Google DeepMind
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Why Hyperliquid Is the “Gold Standard” | REKT Vision with @blocmates.
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“We Will Have a Crash”: Why AI Brings Out the Fear in People
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Microsoft Says 86% Treat AI Output as a Starting Point. Your Resume Just Stopped Working.
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Jensen Huang: Nvidia’s Jensen Huang on the AI revolution, job losses and what drives him | Full interview
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Cheap software made your PM job harder, not easier. Here’s the new job.
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A Cursor Agent Wiped a Database in 9 Seconds. Agent Analytics Would Have Seen It Coming.
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Bitcoin Memorial Day Briefing
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The Infrastructure Nightmare Nobody Is Talking About
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Demis Hassabis On What AI Will Do Next
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Why the AI boom is about to hit a wall
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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. · Market Divergence & Risk: Global markets are showing significant divergence (US rally vs. E…
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The One AI Writing Hack Nobody Talks About.
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Bitcoin Doesn’t Negotiate
The global financial system is facing systemic risk due to high leverage and unsustainable debt, accelerating the death of fiat currency. · Bitcoin is presented as essential hard money, offering a hedge against extreme inflation (evidenced by hot PPI data at 6%) and government debasement. · Investo…
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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. · Infrastructure drives investment: Bullish views are supported by real-world demand for chips and memory components, fueling…
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Opus 4.7 and OpenAI 5.5 Made Your Prompting Style Obsolete.
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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. · Tokenization is Key: Financial institutions are prioritizing tokenization as the primary mechanism t…
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Gavin Baker: Watts, Wafers, and the Future of AI Infra | Gavin Baker
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These 5 Infrastructure Giants Secretly Rule AI
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Google Spent a Year Stitching MCP, A2A, AG-UI Together. I/O Today.
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Running Hot Into Scarcity: Why Bottlenecks Are the Risk to the AI “Bubble”
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. · AI's explosive demand for compute (requiring up to 1,000x more power than generative AI) is creating critical supply chain constraints in energy…
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The Prove-It Economy is Here | And Most Marketers Aren’t Ready
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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. · Dogecoin is analyzed not as an investment but as a pure technical signal for renewed retail sentiment in crypto, while geopolitical…
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When to Automate, Build, Buy, Hire, or Wait on AI
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Lyn Alden on How Fiscal Dominance Reshapes Markets (TIP815)
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Anthropic’s Mythos Just Beat OpenAI’s GPT-5.5 At Real Hacking
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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. · National Infrastructure Imperative: Building domestic data centers is crucial for the…
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Gavin Baker: Inside the Mind of a Tech Investor with Gavin Baker
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Your SaaS Bill Just Got a Second Meter. You’re About to Pay It.
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Dario Amodei: Anthropic CEO on Safety, Job Displacement and Anthropic’s $350B Valuation | WSJ
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The Trillion Dollar Agentic Workflow Opportunity Is Here
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Jensen Huang: Stanford CS153 Frontier Systems | Jensen Huang from NVIDIA on the Compute Behind Intelligence
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Bitcoin & The Tale of Two Wolves
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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. · Demand for intelligence is effectively unlimited (e.g., Anthropic saw 80x growth in Q1), backed by real rev…
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Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
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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. · Inflationary Hedge: Due to persistent commodity inflation and hardware delays, the current environm…
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Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
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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). · While markets rally on strong earnings and CapEx demand (e.g., Caterpillar's $62B backlog), signifi…
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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 . · The AI revolution is fundamentally disrupti…
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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. · Macro Outlook & Deflation: Despite geopolitical volatility, powerful macro forces (tariffs, AI, r…
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Former Citadel Trader is Now Betting on Retail
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. · The Shift in Investor Profile: The modern retail investor is…
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All-Time High Stocks… 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. · AI Compute Bottleneck: The rapid acceleration of AI agents…
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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. · Saylor's Strategy: Driven by the need to protect capital…
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Why Bitcoin, Stablecoins & Tokenization Push Prices MUCH Higher
◆ The current geopolitical climate demands trustless and permissionless assets, positioning Bitcoin as a superior solution against traditional, centralized financial systems. · ▶️ The US is proposing an offensive cyber strategy—a "privateering" mechanism—to empower regulated citizens to recover sto…
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Hold Onto Your Butts (And Your Bitcoin)
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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. · Hardware vs. Workflow: Hardware choice (e.g., Mac Studio , dual RTX 5090s , or DGX Spark ) sh…
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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. · M5 Max Advantage: The M5 Max MacBook Pro significantly outperforms t…
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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. · It excels over competitors like OpenClaw because it remains lightweight, highly performant, and reliably functional without performance degr…
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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. · The project suffers from major security vulnerabilities, including prompt injection attacks and massive data leaks stemming from its enormous…
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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. · The Payments Revolution: Systems like Strike and Cash App's Tap to Pay are bui…
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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. · Liquidity & Conviction: The focus is on providing users liquidity against their BTC holdings through produ…
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Why All-Time High Stocks Are Bullish for Bitcoin — 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). · While crypto lags due to retail focus on AI trades, institutional money is expected to driv…
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OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
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CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
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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. · The Scarcity Shift: The market is moving toward extreme abundance due to rapid innovation (AI), making assets ti…
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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. · The core investment thesis is a thematic long/short strategy: Go…
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Mailbag Monday: Live From The Bitcoin Conference
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SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
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Dylan Patel: The Supply and Demand of AI Tokens | Dylan Patel Interview
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All Time Highs Built On A Compute Shortage — 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." · Energy & Power are Critical Bottlenecks: Jensen…
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Dylan Patel: The Supply and Demand of AI Tokens | Dylan Patel Interview
22V Research Webinar: AI Macro Nexus — Digital Scarcity and Trading Setup (April 22, 2026)
🇬🇧 ENThe 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. · A severe global compute shortage (memory, CPUs, GPUs) exists, positioning assets like Bitcoin and Silver favo…
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Sam Altman’s Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248
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OpenAI’s Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani’s First Tax, Swalwell Out
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Bitcoin & the Bigger Shovel
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Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI’s $852B Valuation | EP #247
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Ceasefire, Inflation, Mythos and a Scarcity vs Abundance Moonshot — 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). · Investment focus must shift from software/abundance to scarcity trades (Energy, Materials, Industrials) driven by massive AI infrastructure demand (Capi…
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SpaceX Goes Public, Claude’s Mythos Release, and the US Data Center Delay | EP #246
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Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel’s Influence
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Bitcoin Billionaire Reveals His Current Investing Strategy
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Josh Shapiro on Trump, Iran War Chaos, Israel’s Failure, the Economy, and 2028 Race
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AI + Synthetic Biology: The Most Transformative Technology in Human History | Ben Lamm (Colossal)
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Demis Hassabis: The Hardest Problem AI Ever Solved, with Google DeepMind CEO
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The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
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While You’re Watching Oil Prices, AI Is Accelerating And Rewriting The Economy — 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. · Dual Risks Looming: The economy faces rising stagflation risk due to weakening global growth…
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What’s Actually Happening To Bitcoin & The Economy Right Now
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SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
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Uber’s Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)
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They’re Lying to You. Again. Stay Humble & Stack Sats.
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Uber vs. Tesla, Robotaxi Timelines, and the End of Human Driving | Uber CEO Dara Khosrowshahi | #243
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Bitcoin, Gold & Energy: The Next Massive Wealth Shift
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The End of TACO PTSD: Markets Are Finally Facing The Inflation Reality — 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. · Inflation & Risk Alert: Import prices are surging, with annualized CPI projected between 4%…
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Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242
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. · Market Disruption & Risk: AI automation is driving a "great reshuffling," threatening traditional business mod…
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Anthropic’s Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
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Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World… Here’s What It Was Like
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Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242
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When the Music Stops: Why Bitcoin Is Next
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Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage | 241
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Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
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How Matt Mahan Thinks He Can Save California
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Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494
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2025 TACO PTSD: Why Strategists, Analysts, and Investors Are Still Fighting the Last War — 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). · Critical supply chains are under threat from geopolitical conflict, specifically the disruption of heli…
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NVIDIA’s $1 Trillion Prediction, Anthropic Beats OpenAI, Tesla vs. TSMC & The CS Job Collapse | 240
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Jensen Huang: Nvidia’s Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
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John Fetterman: ‘I’m the Only Democrat in Congress Saying This’
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Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
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Uncle, Not TACO: Bitcoin in a World on Fire
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Oil, AI, and Private Credit: The New Market Stress Cycle — Jordi Visser (15 marzo 2026)
Geopolitical Oil Shock: The closure of the Strait of Hormuz is driving oil prices into an extreme range ($85–$120), fueling global supply disruption, surging jet fuel costs, and significant inflationary pressure (CPI). · AI & Labor Market Divergence: AI adoption is accelerating rapidly (Claude 5.4…
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My Life in Four Trades with Raoul Pal | The Best of RV
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Iran War, Oil Shock, Off Ramps, AI’s Revenue Explosion and PR Nightmare
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Dylan Patel — The single biggest bottleneck to scaling AI compute
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Elon Musk: The Economy Will Be 10x the Size in 10 Years | #239
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They’re Opening the Stock Market to Everyone. Here’s What That Actually Means
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OpenClaw Explained: Baby AGI, Security Threats, Mac Mini Became Everyone’s Supercomputer
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." · The shift toward local AI powered by devices like Mac Studios is accelerating, creating massive mar…
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Oil, Bonds, and Bitcoin: The Rules Are That There Are No Rules
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“This is Bibi’s War” – Harvard’s Graham Allison on the Influences and Endgame of the Iran War
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OpenClaw Explained: Baby AGI, Security Threats, Mac Mini Became Everyone’s Supercomputer | #237
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Dylan Patel: AI in War, Jobs are Cooked, Chinese Hacking, Microsoft Cope, and Super Intelligence
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Financials Are Warning Something Is Wrong: Oil, AI and Credit Are Colliding — 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. · While AI continues to dominate growth narratives, its rapid technological progress (e.g., autonomous agents) is outpacing real-wo…
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My Life in 4 Trades with Dan Tapiero | Best of Real Vision
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Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236
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Amazon’s $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235
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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. · The strategy is viable if Bitcoin's annual growth rate exceeds the borrowing cost (e.g., 13% APR ). · Users can employ the "Smart Block" strategy, maintaining a low L…
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War, AI, and Bitcoin In Deep Value
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Anthropic vs. The Pentagon, Claude Outpaces ChatGPT, and Consulting Gets Replaced | #234
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The Hidden Crisis: Private Credit, Hyperscaler Leverage, and the Software Reckoning — 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. · AI Adoption Friction & Hyperscaler Risk: Enterprise AI adoption is slow due to poor data q…
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The Exponential Man with Peter Diamandis & Raoul Pal | The Best of Real Vision
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Dario Amodei: Full interview: Anthropic CEO responds to Trump order, Pentagon clash
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Dylan Patel Explains the AI War While Cooking | In-Context Cooking
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This $40M AI Company Is Using AI Tutors to Teach 2 Hours/Day | #233
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AI Is Breaking The System & What It Means For Bitcoin
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Inside Dan Sundheim’s Bets on Anthropic, OpenAI, and SpaceX
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Valuations Are Falling for a Reason: AI Is Repricing the Future — 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. · AI Disruption & Valuation: Multiple compression in software is dominant; traditional SaaS models are viewed as potential…
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The Quantum Threat and Opportunities | With Charles Edwards & Jamie Coutts | #quantum #ai #crypto
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The Venezuela Crisis: State Of Disaster | From the Vault
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Ben Horowitz: xAI Executive Exodus, Apple’s AI Crisis, The Pace of AI | EP #232
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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). · The stock market is undergoing nationalization, driven by the designation of AI as a critical national security int…
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BTFD? Understanding Bonds, Debt, Markets & Bitcoin
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). · Bitcoin is positioned as the superior, decentralized monetary asset compared to gold, offering a functional network capable…
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Supersonic Tsunami Hits SaaS: My Turbulence Model Is Flashing Risk — 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. · Shift from…
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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. · Macro Drivers: Global capital is rotating away from highly leveraged, cash-intensive softwar…
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AI CEOs Come Online: Sam Altman’s Replacement Plan, Job Loss & ‘Solve Everything’ Launches |EP #230
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Dario Amodei — “We are near the end of the exponential”
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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. · Bitcoin is presented as the superior, decentralized monetary solution capable of replacing unstable fiat currencies in an impending "ne…
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Dario Amodei: Anthropic’s CEO: ‘We Don’t Know if the Models Are Conscious’ | Interesting Times with Ross Douthat
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Japan, AI, & The Next Liquidity Shock For Bitcoin
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. · Capital is actively rotating out of government paper and into hard assets like gold, while Bitcoin…
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The Humanoid Takeover: $50T Market, Figure’s Full Body Autonomy, and Robots in Dorms #229
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The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital)
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Is Macro Regime Shift Underway? ft. Andreas Steno & Mikkel Rosenvold
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The SaaS-Pocalypse, Bitcoin Crash and Why Understanding Palantir is Now Important for Both of Them — Jordi Visser (8 febrero 2026)
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. · Bitcoin's Role: Bitcoin is viewed not just as a crypto asset but as the most liquid hedge aga…
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It’s Not Different This Time
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Dylan Patel: NVIDIA’s New Moat & Why China is “Semiconductor Pilled”
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Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview
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Dylan Patel: FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
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Agent Swarms, OpenAI Virus, And The Age Of Parabolic Volatility — 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. · Tech Risks & Opportunities: Software firms face severe bottlenecks (data center capacity, optical fiber…
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He Built The Revenue Engines for Google, Facebook & Square
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Silver Went Parabolic — The Next Trade Is Still Forgotten — 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. · Investors should focus on buying scarcity—favoring commodities and emerging markets like Brazil over pure large-cap tech growth. · A mass…
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Dario Amodei: Watch: Anthropic CEO Dario Amodei From World Economic Forum | WSJ
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Semis vs Software Is Breaking the Market (Scarcity vs Abundance) — Jordi Visser (18 enero 2026)
Scarcity vs. Abundance: The market is shifting from software abundance to physical scarcity (gold, copper, semis), driven by industrial underinvestment and hardware bottlenecks. · Semis Outperform Software: Equal-weight semiconductor stocks are surging ( 65% gain), while high-multiple AI infrastruc…
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Demis Hassabis: The Man Behind Google’s AI Machine | Demis Hassabis
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How Ladder Became #1 Strength Training App
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Data Center Delays vs. Infinite AI Demand: The 2026 Bottleneck Trade — Jordi Visser (11 enero 2026)
Infrastructure is the new bottleneck: Infinite AI demand is currently capped by physical limits—specifically, electricity generation, power conversion, and cooling systems. · Portfolio Shift Required: Investment focus must rotate away from high-multiple software/data center plays toward AI adopters…
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The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview
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2026 Outlook: The AI → Physical World Inflection — 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. · Regime Shift & AI Inflection: The market is entering a regime where gold and equities ri…
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From Apps to Agents: Why 2026 Is the Real AI Inflection Point
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Bitcoin & The Return of Wartime Economics
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Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview
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Demis Hassabis: The future of intelligence | Demis Hassabis (Co-founder and CEO of DeepMind)
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Oracle Crashes 11%: The Deadly ROIC Gap Could Kill the AI Hyperscalers in 2026
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Lyn Alden: The Fourth Turning, ‘Structurally Long’ Hard Assets, Oil and Gas and the US Dollar
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GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview
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The AI Industry Is YOLOing to a Bubble… And That’s Why It Won’t Burst.
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Lyn Alden: The Fed Quietly Halted QT On Dec 1st – Lyn Alden Warns ‘The Gradual Print’ Begins
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Jensen Huang: Joe Rogan Experience #2422 – Jensen Huang
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How a16z Growth Invests
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Momentum Crashes: Why Nvidia Is Falling, Google Is Surging, and VLMs Change Everything
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The Liquidity Airpocket: Real Rates, Panic, and Bitcoin’s Flush
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Inside General Atlantic: How a $100B Growth Equity Firm Invests
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AI Panic, Bitcoin Crash, Bubble Warnings… And the Opportunity Hiding Beneath the Fear
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Ari Emanuel’s “Anti-AI” Bet on Live Entertainment
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Lyn Alden: AI Is Hiding A Weak Economy, Argues Lyn Alden
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AI Capex Cuts and Retail Bubble Pops: Is this the Bear Market Beginning?
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The Plot Is In The Plumbing & Bitcoin Can Smell the Printer
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How Great Founders Tell Their Story
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No Dark GPUs, No Bear Market: The AI Cycle Meets the Bitcoin IPO
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Bitcoin: The End Of The Beginning
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The Playbook on Buying and Running Companies Forever
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The New QE Is AI and Crypto: A Deflationary Revolution of Agents, Tokens, Bitcoin, and Robotaxis
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The Great Repricing: From Fiat to Bitcoin
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New All-Time Highs for Stocks, Gold Cracks, and the Worst Jobs Market in 50 Years
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Gavin Baker: #1 Semiconductor Expert Gavin Baker: “China’s Not Getting Taiwan’s Fabs.” | Invested
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The Anatomy of Ramp’s Hyper-Growth | Karim Atiyeh Interview
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Rare Earths and the Liquidity Panic: Why the China–US Talks Matter More Than Rate Cuts
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China vs America: The Battle for Global Dominance Explained | Dan Wang interview
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7-Sigma Shock: Is This the Start of an S&P Crash?
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Bitcoin All Time Highs & The End of the Dollar’s Monopoly
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The Future of AI Agents | Jesse Zhang Interview
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The Real Bubble Is Coming: Why Bitcoin Is the Purest AI Macro Trade
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Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview
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When Rocks Beat Bonds: Get Yourself Some Bitcoin
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AI “Bubble” or $Trillion Shift? Compute Crunch, Power Grid Strain, Humanoids and Labor Weakness
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How Barry Diller Built Entertainment Empires
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5 Ingredients for the Perfect Investment | Jeff Horing Interview
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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. · Bitcoin is positioned as the necessary exit door against this systemic monetary decay, offering a bottom-up opportunity to outperfor…
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Lyn Alden: The Financial Reset Has Quietly Begun | Lyn Alden on Impact Theory W/ Tom Bilyeu
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Dario Amodei: Anthropic CEO Dario Amodei: AI’s Potential, OpenAI Rivalry, GenAI Business, Doomerism
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Jensen Huang: NVIDIA CEO Jensen Huang’s Vision for the Future
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Dario Amodei: Anthropic CEO on Claude, AGI & the Future of AI & Humanity | Lex Fridman Podcast #452
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The Birth of a Cycle
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Be Smart – Not Dumb
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There Will Be Blood
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Fear Is Your Friend
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On Your Marks – 4 Year Journey
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The Final Hurdle – 4 Year Journey
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Divorce Yourself from Emotion – 4 Year Cycle Journey
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The Business End of the Bitcoin 4-Year Cycle Journey
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Next Up – The Mania! – 4 Year Journey
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The Next Leg – 4 Year Journey
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Your Training is Complete
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The Person in the Mirror
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Only The Strong
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We Have Come So Far
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The Biggest Test
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