I discuss this week with @jvisserlabs: - why AI trade is not over - memory shortage - which AI models are winning - agentic loops replacing jobs - bit...

- Anthony Pompliano ("Pomp") is a prominent crypto and tech investor, podcaster, and former Facebook product manager. He hosts "The Pomp Podcast" and is a vocal Bitcoin bull. - Jordi Visser is a former CIO at macro hedge fund Weiss Multi-Strategy and now runs Visser Insights, focusing on macroeconomics and AI. - "AI trade" = stock-market bets on AI companies (Nvidia, TSMC) that surged in 2023-2024; the debate is whether that rally is exhausted. - "Memory shortage" = shortage of high-bandwidth memory (HBM), a critical component for AI chips, made mainly by SK Hynix, Micron, Samsung. - "Agentic loops" = AI agents autonomously performing multi-step tasks, seen as a shift that could replace white-collar jobs. - "Debasement trade" = the thesis that fiat currency loses value via money printing, making Bitcoin, gold, and real estate attractive stores of value.