The Pomp Podcast #1517 Jordi Visser | Bitcoin & AI Will Change The World FAST
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Mar 29, 2025 
Jordi Visser, a macro investor with over 30 years on Wall Street and the mind behind 'VisserLabs', dives into the interplay of Bitcoin and AI in transforming the financial landscape. He discusses Bitcoin's role as a stable asset amid volatility and its potential as a protective moat similar to gold. The conversation also touches on how AI is reshaping investment strategies and industries like healthcare. Additionally, Jordi reflects on shifts in the semiconductor market and the growing appeal of stable investments over riskier options.
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Bitcoin's Moat
- Bitcoin stands out due to its defensible moat in a world of accelerating technological innovation.
- Its decentralized network effect, exceeding the combined computing power of tech giants, provides a significant technical advantage.
Shifting AI Sentiment
- AI sentiment is shifting, with increased competition and questions about long-term valuations.
- This is evident in DeepSeek's achievements and Microsoft's strategic pullback on data center leases.
ChatGPT's Medical Diagnosis
- Anthony Pompliano shares a story where ChatGPT provided a less concerning medical diagnosis than a doctor.
- The doctor later admitted their mistake, highlighting AI's potential in healthcare.