about what's going on in the macro world. Why are people so fearful when the data actually says you should be bullish? What's going on in AI? Why is the rise of personal AI assistance very bullish for token consumption or the big model labs actually coming under pressure or not? Jord and I disagree and then we agree on a big topic that I think you're going to enjoy. And then we talk about crypto, public equities, and what he sees going on in people's portfolios, how the end of the year should go, where we're going next year, and maybe he even gives a little bit of alpha, something he calls the micron moment, which I think that all of you will be very interested in. Here's my
Why is the rise of personal AI assistance very bullish for token consumption or the big model labs actually coming under pressure or not?