Source item
Open original source ↗I spoke with @jvisserlabs this week about:
- is the AI mid-cycle slowdown over?
- AI token price war
- why he is turning bullish on bitcoin
- tokenization & stablecoins
- Siri vs Grok voice mode
- Samsung and bottleneck stocks
- Fed's July rate decision
- gold and silver
- regional banks
YouTube: https://t.co/Y2VEhv0DAI
Apple: https://t.co/WRd04G2wGY
Spotify: https://t.co/h7hWXJsYeQ
TIMESTAMPS:
0:00 - Intro
0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend
10:03 - Apple's Siri stumble & price hikes
14:50 - Using Grok in a Tesla
17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown
23:34 - Why Jordi is turning bullish on bitcoin
29:55 - Tokenization, stablecoins & the AI-crypto nexus
33:33 - Michael Saylor's Bitcoin sale — does it matter?
38:02 - Where else Jordi is deploying capital
42:04 - Does the Iran war actually matter for markets?
45:00 - The new robotic hand demo that changed everything
50:18 - Jordi’s upcoming video