I sat down with @jvisserlabs to break down the viral Citrini paper and whether AI disruption is being overstated or simply repriced by markets. We also discuss compressed software valuations, NVIDIA, shifting credit conditions, and why crypto and bitcoin could benefit in a world that increasingly needs speed, verification, and secure financial rails. YouTube: https://youtu.be/u48856z9Stc?si=OeA-DXn7NHLybCtx Spotify: https://open.spotify.com/episode/3Ww6xLBhJ5W3vKgJHU7Rde?si=Xh5Wd9nZQzm7P44e6xg7ew Apple: https://podcasts.apple.com/us/podcast/the-ai-race-will-make-bitcoin-explode-jordi-visser/id1434060078?i=1000752077212 TIMESTAMPS: 0:00 – Intro 0:57 – The Citrini AI Paper debate 4:55 – Why software stocks are getting repriced 10:39 - Can AI replace SaaS companies? 15:53 – NVIDIA earnings & market regime shift 21:05 – Why crypto wins in the next cycle 29:37 – AI, government & autonomous weapons 36:39 – Deepfakes, spam & the need for crypto 41:29 – Survive vs Thrive: positioning for what’s next(Anthony Pompliano 🌪)