The Pomp Podcast: AI’s Biggest Pivot, Capex Risks, and Bitcoin’s Next Move

AI is entering a new phase fast, and Jordi Visser explains why the market, hyperscalers, and Bitcoin are all reacting at once. In this condensed version of The Pomp Podcast, Anthony Pompliano and Visser break down the biggest pivot in AI history, from rapid model releases and open-source acceleration to the risk of a capex air pocket in big tech. The full episode runs about 1 hour 4 minutes; this summary gets you the key ideas in just a few minutes. You’ll also hear why Jevons paradox matters for AI demand, how a K-shaped economy is reshaping opportunities, and why Visser thinks inflation and the Fed may matter less than people assume. Plus, he lays out his take on Bitcoin, the 200-day moving average, and why SpaceX and Bitcoin are both bets on the future. Listen now to get the key ideas in minutes.