The Pomp Podcast Bitcoin & AI Just Hit A MAJOR Inflection Point | Jordi Visser
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Dec 6, 2025 
Jordi Visser, a seasoned macro investor with over 30 years on Wall Street and creator of VisserLabs, shares his insights on the evolving landscape of Bitcoin and AI. He discusses the crucial impact of institutional adoption and the volatility in Bitcoin's price. Jordi explores how advancements in AI drive economic change and productivity, while also scrutinizing deflationary pressures and the emerging significance of physical AI in industries. The conversation highlights the potential shifts in job markets and the overall economy in the face of these trends.
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Bitcoin At An AI-Driven Inflection
- Jordi Visser sees Bitcoin at a major inflection point tied to AI's evolution from LLMs to physical AI.
- He expects Bitcoin to benefit as capital rotates from software growth into physical infrastructure and hardware.
Physical AI Will Reprice Industries
- Visser argues physical AI (robots, devices) is the next phase beyond textual LLMs and will reshape asset leadership.
- This shift favors companies that make physical inputs rather than pure software moats.
Invest Where Trends Converge
- Position portfolios for multiple macro trends converging, not just AI alone.
- Seek assets that benefit from AI plus favorable macro policy and monetary flows.
