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This week @jvisserlabs breaks down the AI trade, including Chinese open-source models catching up, Google's massive Capex bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next. YouTube: https://t.co/XSMTUHfztw Spotify: https://t.co/lTMfRLPxby Apple: https://t.co/eEN9jIK2aQ TIMESTAMPS: 0:00 - Intro 0:48 - Chinese open-source AI models & the risk to portfolios 12:10 - Google's massive CapEx bet & the odds it pays off 16:53 - Anthropic's growth slowdown & the shift to token efficiency 19:39 - The memory & compute shortage 29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire 40:06 - The Fed & rate policy 43:23 - Bitcoin's setup & why the "easy" AI trade is over 50:36 - Jordi's prompting method for AI research & upcoming video