I spoke with @jvisserlabs this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: https://youtu.be/Kp9rfw1Iqw8?si=q5XFOtdGmA-ldVLb Apple: https://podcasts.apple.com/us/podcast/everyone-gave-up-on-bitcoin-at-exactly-the-wrong-time/id1434060078?i=1000775434367 Spotify: https://open.spotify.com/episode/7diAwH21agKw0VhdvInVg4?si=2kmu6K96QkibjhTUEH3OnA TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end(Anthony Pompliano 🌪)