Bitcoin's Turn Is Next — The Easy Money AI Trade Is Over? | Jordi Visser

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Bitcoin's Turn Is Next — The Easy Money AI Trade Is Over? | Jordi Visser

The Pomp Podcast

1 DAYS AGO

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Highlights

Transcript

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Unprocessed episode, you can be the first!

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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 ...