Bitcoin's Turn Is Next — The Easy Money AI Trade Is Over? | 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 break down the AI trade — Chinese open-source models catching up, Google's massive CapEx bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next.

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• 0:00 - Intro
• 0:48 - Chinese open-source AI models & the risk to portfolios
• 12:10 - Google's massive CapEx bet & the odds it pays off
• 16:53 - Anthropic's growth slowdown & the shift to token efficiency
• 19:39 - The memory & compute shortage
• 29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire
• 40:06 - The Fed & rate policy
• 43:23 - Bitcoin's setup & why the "easy" AI trade is over
• 50:36 - Jordi's prompting method for AI research & upcoming video