Bitcoin & AI: The Final Push Before the Biggest Bull Run Yet? | Jordi Visser
The Pomp Podcast
CapEx Race and Global AI Infrastructure Buildout
Jordi argues heavy CapEx is warranted for compute and capacity, with China and US both investing to secure AI edge devices.
Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss bitcoin outlook for rest of the year, interest rate cuts, how to evaluate AI acceleration, Nvidia’s $100 billion deal with OpenAI, and what metrics investors should keep an eye on.
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TimeStamps:
- 0:00 - Intro
- 1:31 - Interest rate cut and market sentiment
- 4:20 - Bullish on bitcoin in Q4?
- 5:54 - How to evaluate AI companies
- 8:14 - October outlook and uncertainty in the market
- 12:15 - Evaluating AI replacing human jobs
- 26:01 - Thoughts on Nvidia’s $100 billion OpenAI deal
- 35:30 - Merging between AI & bitcoin mining
- 39:04 - Are we going to continue seeing an economic boom?
- 44:11 - What metrics should investors be keeping an eye on?
- 47:38 - Thoughts on government getting involved with AI businesses
- 50:27 - What models and tools are Jordi using?
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