AI Chips, Blackwell, Rubin and Power Constraints

Jordi Visser is a veteran macro investor with over 30 years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the shift toward higher growth and lower inflation, how AI-driven productivity is reshaping the economy, housing, labor markets, and why energy and critical minerals are becoming central to global geopolitics. We also break down what these trends mean for markets and long-term investment portfolios.

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Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.

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In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.

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Timestamps:

• 0:00 – Intro

• 1:57 – Is the economy entering high growth, low inflation?

• 4:17 – Could GDP really reach 10%?

• 9:09 – What this economic setup means for investors

• 12:36 – AI chips explained

• 16:44 – Data centers, power limits, & space

• 20:04 – AI, energy, & shifting global alliances

• 27:16 – Geopolitics: Iran, Cuba, Mexico, Greenland

• 30:54 – President Trump’s housing plan explained

• 33:20 – Will falling home prices hurt voters?

• 38:01 – Humans and humanoid robots working together

• 44:01 – Biggest risks & personal concerns

• 47:43 – A simple AI product that shows what’s coming

• 52:09 – How to build powerful AI prompts

• 55:16 – Why building software beats buying it now

• 1:03:17 – AI consulting and how to get involved

• 1:05:13 – Live show announcement