I discuss this week with @jvisserlabs: - why AI trade is not over - memory shortage - which AI models are winning - agentic loops replacing jobs - bitcoin & debasement trade - which areas of market he likes rest of year YouTube: https://youtu.be/LkU3fhWnfxU?si=plvrRsB4PrN2qUWL Spotify: https://open.spotify.com/episode/39c5ZYbhX1PVybz4UkqNNH?si=wNtZY-8xT5uETnbhaYmQPA Apple: https://podcasts.apple.com/us/podcast/why-are-bitcoin-ai-stocks-crashing-jordi-visser/id1434060078?i=1000774462849 TIMESTAMPS: 0:00 - Intro 1:13 - Is the AI trade over? 4:11 - Micron, memory shortage, & the AI supply chain 9:54 - Intel, TSMC & the AI arms race 13:11 - Claude vs. ChatGPT vs. Gemini 24:26 - Agentic loops & job displacement 29:50 - What is the impact of regulation? 34:55 - Stripe, solopreneurs & AI commerce 38:12 - Bitcoin, gold & the debasement selloff 43:11 - Tokenization & bitcoin's third wave 45:04 - Jordi’s upcoming video(Anthony Pompliano 🌪)