This week I spoke to @jvisserlabs about the latest inflation numbers, the difference between AI stocks and software stocks, why money is rotating into commodities and semiconductors, and the big idea behind a significant bitcoin move in the coming months. YouTube: https://youtu.be/urhiMNIk27Q?si=DTb0dtHAws9AYG_j Spotify: https://open.spotify.com/episode/4CX7BfjmO7CiRQlK6qmuqs?si=s4fYQKS8SNe5vJHEShHsCQ Apple: https://podcasts.apple.com/us/podcast/bitcoin-ai-will-dominate-the-next-rotation-jordi-visser/id1434060078?i=1000760806522 TIMESTAMPS: 0:00 - Intro 0:50 - Iran war, markets & current outlook 3:22 - AI vs software (what’s the difference?) 5:43 - Who is actually using AI today? 9:10 - Who gets access to powerful AI models? 15:16 - Where are the investment opportunities? 19:38 - Large caps vs small caps 23:09 - Inflation vs deflation (what actually matters?) 29:27 - Bitcoin setup & macro conditions 37:37 - Why bitcoin wins in multiple scenarios 41:31 - Bitcoin volatility & cycle timing 44:34 - Dollar weakness & global shifts 46:31 - Future outlook for AI, bitcoin, & markets(Anthony Pompliano 🌪)