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I spoke with @jvisserlabs to break down the AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, Bitcoin's reaction, and why robotics could be the next big AI trade. YouTube: https://t.co/MO9FAw4LnW Spotify: https://t.co/NDWDOVxFF2 Apple: https://t.co/CTOsj52ycJ TIMESTAMPS: 0:00 - Intro 0:50 - AI stock unwind & the summer slowdown 5:45 - Framework for picking AI winners 7:1 3 - China's Kimi K3 & open source vs. closed models 11:09 - Model routers & how many models is too many? 17:46 - The hidden "cultural weights" in AI models 22:37 - Inflation report & Fed reaction 32:28 - Bitcoin's reaction & crypto allocation 39:26 - Nasdaq outlook & where he's avoiding 45:09 - Software stocks & what is the next trade?