Anthony Pompliano: How to invest in the AI-bitcoin SUPERCYCLE

Anthony Pompliano is the CEO of ProCap Financial, the public company behind the AI personal finance product CFO Silvia. He joins Phil Rosen on Full Signal to discuss the outlook for frontier AI models, Chinese open-source models, bitcoin as the pair trade to abundant intelligence, and running a company with a stock that's down 80%.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - AI fat model thesis2:34 - US vs. Chinese AI models5:24 - AI economics and costs7:17 - DeepSeek and the price war9:24 - Bitcoin as an AI play11:38 - Why AI is deflationary13:11 - Federal Reserve outlook14:36 - The impossible comeback20:02 - Specialized vs. general-purpose models22:27 - CFO Silvia#podcast #investing #markets #macro #stocks #bitcoin #fed