I sat down with @jvisserlabs at Bitcoin Investor Week to discuss why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence. YouTube: https://youtu.be/MDJG-qtmIZY?si=JScIav6IMisoyo1_ Spotify: https://open.spotify.com/episode/5wmxZQHvyu1FxFR7gMNrHw?si=XCzxWul1TKGmlQ2gLNhNPQ Apple: https://podcasts.apple.com/us/podcast/the-bitcoin-rotation-no-one-sees-coming-jordi-visser/id1434060078?i=1000749726086 TIMESTAMP: 0:00 - Intro 0:56 – Cathie Wood’s AI take & why Jordi disagrees 4:30 – Why Big Tech may struggle to monetize AI 6:57 – Deflation vs disinflation in an AI-driven economy 10:08 – What investors should actually do right now 14:12 – The scarcity trade & why bitcoin stands out 16:25 – How investors can use AI to gain an edge 19:16 – Where to follow Jordi Visser & his work(Anthony Pompliano 🌪)