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

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the AI pivot happening with hyperscalers, the rise of open source models, what the Mythos/Fable 5 situation means for governments and investors, Kevin Warsh's first Fed press conference, where inflation is actually headed, and why bitcoin is still in a bear market and what needs to change.

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