Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout. We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes.
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0:00 - Intro
1:00 - SpaceX IPO, Elon & orbital data centers
12:15 - Critical minerals & the AI supply chain
18:55 - American industrial sovereignty & critical chemicals
22:36 - AI model cost crisis & who wins the model war
37:10 - Knicks NBA Finals & the case for crypto in an AI world
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