AI Competition: OpenAI and Enterprise Players

Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. This was recorded live at the Real Vision 2026 Crypto Gathering. In this conversation, we discuss the scarcity trade across markets, bitcoin’s potential short squeeze, silver’s role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead.

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

Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp

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

BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.

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

Sign up for the Gemini Credit Card: ⁠https://gemini.com/pomp⁠

#GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: ⁠https://gemini.com/legal/cardholder-agreement ⁠Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: ⁠https://gemini.com/legal/credit-card-rewards-agreement ⁠Checking if you’re eligible will not impact your credit score. If you’re eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.

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

• 0:00 – Intro

• 1:21 – Bitcoin, silver & the coming scarcity trade

• 6:36 – Politics, Davos & why it doesn’t matter for markets

• 9:52 – Inflation vs deflation

• 13:10 – Why is bitcoin’s price not higher right now?

• 18:18 – Quantum risk & bitcoin security

• 19:55 – OpenAI, AI competition & monetization

• 25:28 – Elon Musk, Tesla & humanoid robots

• 31:59 – Robotaxis, dark factories & the future of labor

• 38:43 – How small businesses should use AI

• 42:34 – Strategy & bitcoin as collateral

• 45:08 – Robotics, vision models & what’s next