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 AI trade and why it's far from over, the memory shortage driving Micron, which AI models are winning and losing, how agentic loops are replacing white collar jobs, why bitcoin and the debasement trade are selling off — and what comes next.

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  • 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

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