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I discuss this week with @jvisserlabs: - why AI trade is not over - memory shortage - which AI models are winning - agentic loops replacing jobs - bitcoin & debasement trade - which areas of market he likes rest of year YouTube: https://t.co/aR6EGjDavb Spotify: https://t.co/QPVTsHqi4g Apple: https://t.co/rVwW6furND TIMESTAMPS: 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