From the Desk of Anthony Pompliano AI Is NOT In A Bubble, It Just Needs MORE POWER
Nov 3, 2025
Jordi Visser, a crypto and finance commentator, dives into the current AI landscape and debunks the bubble myth. He argues that the real challenge lies in the infrastructure, specifically the need for more electricity to support AI growth. Visser also explains why Bitcoin is struggling, likening its current state to an IPO moment where early holders are shifting capital. With macroeconomic insights, he highlights how energy deals may shape the future of AI and digital assets.
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Episode notes
Listen To Treasury Signals On Interest Rates
- Heed Treasury signals: expect lower interest rates and potential policy tailwinds for innovation.
- Consider positioning for rate cuts that could amplify an investment-led boom.
AI Is Fueling A Real Construction And Power Boom
- AI-driven investment is creating a real construction and power boom, not just hype.
- Demand for data centers and energy far outpaces supply, shifting leverage to infrastructure owners.
Power, Not Chips, Is The Bottleneck
- Power capacity, not chips, is the current bottleneck for hyperscalers deploying AI.
- Whoever locks in energy and data-center capacity early gains decisive leverage in the AI race.