Phones, GPUs, and the inference edge

Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the key lessons from 2025 and what to watch in 2026. We cover the assets and trends shaping the next cycle, the rapid impact of artificial intelligence on productivity, GDP, economic growth, and how individuals can use these tools to create more value in their work and lives. We also dive into bitcoin, AI’s role in markets, and practical takeaways you can apply immediately.

=======================

CFO Silvia: https://www.cfosilvia.com/

=======================

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (⁠http://www.figuremarkets.co/pomp⁠), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! ⁠http://www.figuremarkets.co/pomp⁠ Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.

=======================

Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/

=======================

This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.

=======================

Timestamps:

• 0:00 – Intro

• 1:49 – 2025 market recap and biggest lessons

• 14:47 – 2026 outlook: can GDP growth accelerate?

• 21:30 – 2026 asset outlook: stocks, commodities, crypto

• 28:45 – How to use AI to make better decisions and investing ideas

• 33:36 – Silvia tax/parenting use cases and better portfolio construction with AI

• 40:41 – Karpathy’s tweet: AI is changing programming

• 49:17 – Building apps and tools with AI and the importance of curiosity + persistence

• 1:00:56 – 2026 prediction: task-specific AI agents

• 1:05:06 – Health, longevity, and Jordi’s new Substack