RT Anthony Pompliano 🌪: I sat down with @jvisserlabs to discuss: - the recent weakness from hyperscalers - the rise of open source models - what th...

Anthony Pompliano is a well-known crypto investor and podcast host. His guest, @jvisser (Jaran Visser), analyzes macroeconomics and tech markets. "Hyperscalers" refers to the mega-cap cloud companies (Amazon AWS, Microsoft Azure, Google Cloud) that have been spending enormous sums on AI infrastructure — recent signs of weakness could mean spending cuts or slower growth. "Mythos/Fable 5" appears to be a garbled reference to the Mythos AI / Fable dispute or a specific regulatory incident (context is unclear, but it likely involves a legal battle over AI models or data rights seen as a test case for government AI policy). Kevin Warsh is a former Fed governor rumored as a future Treasury Secretary or Fed Chair candidate; his first press conference would be a major policy signal. Jevons Paradox (discussed in the timestamps) is the economic idea that making a resource cheaper to use can increase total consumption rather than reduce it — applied here to AI: as models get cheaper, demand could boom.