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258 videos found
Running Hot Into Scarcity: Why Bottlenecks Are the Risk to the AI “Bubble” 🇬🇧 EN

Running Hot Into Scarcity: Why Bottlenecks Are the Risk to the AI “Bubble”

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v2.1-anchor-first

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

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

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v2.1-anchor-first

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

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

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

AI Macro Markets +1

The traditional economic cycle is obsolete; the new growth driver is AI Capital Expenditure (Capex), shifting focus from corporate margins to massive infrastructure buildout ($90T global estimate).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…

TL;DR Chapters Transcript Alpha v2.1-anchor-first

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

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Why Bitcoin, Stablecoins & Tokenization Push Prices MUCH Higher 🇬🇧 EN

Why Bitcoin, Stablecoins & Tokenization Push Prices MUCH Higher

Bitcoin Macro

◆ 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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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

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

Bitcoin Macro Policy

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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Keynote: Jack Mallers – The Bitcoin Company | Bitcoin 2026 🇬🇧 EN

Keynote: Jack Mallers – The Bitcoin Company | Bitcoin 2026

Bitcoin Macro Policy

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

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Why All-Time High Stocks Are Bullish for Bitcoin — Anthony Pompliano 🇬🇧 EN

Why All-Time High Stocks Are Bullish for Bitcoin — Anthony Pompliano

Bitcoin Macro

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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All Time Highs Built On A Compute Shortage — Jordi Visser (23 abril 2026) 🇬🇧 EN

All Time Highs Built On A Compute Shortage — Jordi Visser (23 abril 2026)

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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

🇬🇧 EN
AI Macro Markets +1

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. · A severe global compute shortage (memory, CPUs, GPUs) exists, positioning assets like Bitcoin and Silver favo…

TL;DR Chapters Transcript Alpha v1-chunked

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

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Ceasefire, Inflation, Mythos and a Scarcity vs Abundance Moonshot — Jordi Visser (12 abril 2026) 🇬🇧 EN

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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While You’re Watching Oil Prices, AI Is Accelerating And Rewriting The Economy — Jordi Visser (5 abril 2026) 🇬🇧 EN

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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The End of TACO PTSD: Markets Are Finally Facing The Inflation Reality — Jordi Visser (29 marzo 2026) 🇬🇧 EN

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

AI Macro Markets +1

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%…

TL;DR Chapters Transcript Alpha v1-chunked

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

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

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. · Market Disruption & Risk: AI automation is driving a "great reshuffling," threatening traditional business mod…

TL;DR Chapters Transcript Alpha v1-chunked

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

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2025 TACO PTSD: Why Strategists, Analysts, and Investors Are Still Fighting the Last War — Jordi Visser (22 marzo 2026) 🇬🇧 EN

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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Oil, AI, and Private Credit: The New Market Stress Cycle — Jordi Visser (15 marzo 2026) 🇬🇧 EN

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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

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." · The shift toward local AI powered by devices like Mac Studios is accelerating, creating massive mar…

TL;DR Chapters Transcript Alpha v1-chunked

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

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Financials Are Warning Something Is Wrong: Oil, AI and Credit Are Colliding — Jordi Visser (8 marzo 2026) 🇬🇧 EN

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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

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

Bitcoin Macro Policy

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…

TL;DR Chapters Transcript Alpha jack-strike-watch-v1

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

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The Hidden Crisis: Private Credit, Hyperscaler Leverage, and the Software Reckoning — Jordi Visser (1 marzo 2026) 🇬🇧 EN

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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Valuations Are Falling for a Reason: AI Is Repricing the Future — Jordi Visser (22 febrero 2026) 🇬🇧 EN

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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Stocks Becoming Policy, Bitcoin Becoming Money 🇬🇧 EN

Stocks Becoming Policy, Bitcoin Becoming Money

Bitcoin Macro Policy

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

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BTFD? Understanding Bonds, Debt, Markets & Bitcoin 🇬🇧 EN

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). · Bitcoin is positioned as the superior, decentralized monetary asset compared to gold, offering a functional network capable…

TL;DR Chapters Transcript Alpha jack-strike-watch-v1

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

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Supersonic Tsunami Hits SaaS: My Turbulence Model Is Flashing Risk — Jordi Visser (15 febrero 2026) 🇬🇧 EN

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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

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

Bitcoin Macro Policy

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…

TL;DR Chapters Transcript Alpha jack-strike-watch-v1

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

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Japan, AI, & The Next Liquidity Shock For Bitcoin 🇬🇧 EN

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. · Capital is actively rotating out of government paper and into hard assets like gold, while Bitcoin…

TL;DR Chapters Transcript Alpha jack-strike-watch-v1

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

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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) 🇬🇧 EN

The SaaS-Pocalypse, Bitcoin Crash and Why Understanding Palantir is Now Important for Both of Them — 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. · Bitcoin's Role: Bitcoin is viewed not just as a crypto asset but as the most liquid hedge aga…

TL;DR Chapters Transcript Alpha v1-chunked

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

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Agent Swarms, OpenAI Virus, And The Age Of Parabolic Volatility — Jordi Visser (1 febrero 2026) 🇬🇧 EN

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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Silver Went Parabolic — The Next Trade Is Still Forgotten — Jordi Visser (25 enero 2026) 🇬🇧 EN

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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Semis vs Software Is Breaking the Market (Scarcity vs Abundance) — Jordi Visser (18 enero 2026) 🇬🇧 EN

Semis vs Software Is Breaking the Market (Scarcity vs Abundance) — 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. · Semis Outperform Software: Equal-weight semiconductor stocks are surging ( 65% gain), while high-multiple AI infrastruc…

TL;DR Chapters Transcript Alpha v1-chunked

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

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Data Center Delays vs. Infinite AI Demand: The 2026 Bottleneck Trade — Jordi Visser (11 enero 2026) 🇬🇧 EN

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

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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2026 Outlook: The AI → Physical World Inflection — Jordi Visser (4 enero 2026) 🇬🇧 EN

2026 Outlook: The AI → Physical World Inflection — Jordi Visser (4 enero 2026)

AI Macro Markets +1

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…

TL;DR Chapters Transcript Alpha v1-chunked

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

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Policy Is The Plot: Why Bitcoin Thrives In Financial Respression 🇬🇧 EN

Policy Is The Plot: Why Bitcoin Thrives In Financial Respression

Bitcoin Macro Policy

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…

TL;DR Chapters Transcript Alpha jack-strike-watch-v1

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

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