The Pomp Podcast: Jordi Visser Says the Easy AI Money Trade Is Over

AI, crypto, and markets are entering a new phase—and Jordi Visser argues the biggest wins are no longer in the obvious trade. In this condensed recap of The Pomp Podcast with Anthony Pompliano and guest Jordi Visser, you’ll hear why the “easy money” AI rally may be over, why open-source models and agentic AI are changing the competitive landscape, and why memory, GPUs, and data centers may be the real bottlenecks. This summary moves from the full episode to a quick 10-minute listen, highlighting Visser’s views on Google, Anthropic, DeepSeek, robotics, inflation, the Fed, and what AI means for jobs and deflation. It also covers his take on Bitcoin, Ethereum, stablecoins, and why he believes regulation can’t keep up with intelligence itself. If you want the key ideas on artificial intelligence, crypto, macroeconomics, and the future of automation, listen now to get the key ideas in minutes.