I sat down with @jvisserlabs to discuss: - the recent weakness from hyperscalers - the rise of open source models - what the Mythos/Fable 5 situation ...
Anthony Pompliano sat down with J. Visser for a wide-ranging discussion covering weakness among hyperscalers, the rise of open source AI models, the implications of the Mythos/Fable 5 situation for governments and investors, Kevin Warsh's first Fed press conference, the inflation outlook, and why bitcoin remains in a bear market.
Background
- **Anthony Pompliano** ("Pomp") is a well-known crypto investor and podcast host. This post promotes a long-form interview, cross-posted to YouTube, Apple Podcasts, and Spotify.
- **Hyperscalers** = large cloud providers (AWS, Azure, Google Cloud). "Weakness" refers to slowing returns on their massive AI infrastructure spending.
- **Open source vs. closed AI models**: Meta's Llama, Mistral (open-weight) vs. OpenAI's GPT, Anthropic's Claude (closed). Central debate: will open models commoditize AI?
- **Mythos/Fable 5** is obscure — likely a specific startup, fund, or incident in tech/crypto circles, not widely known.
- **Kevin Warsh** served as a Fed governor (2006–2018) and is often discussed as a potential future Fed chair. The reference imagines a hypothetical scenario where he takes over.
- Pompliano's claim "bitcoin is still in a bear market" means he believes on-chain activity, retail participation, and liquidity haven't recovered to bull-market levels, despite price rallies.