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Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this episode, we break down the viral Citrini paper and whether AI disruption is being overstated or simply repriced by markets. We also discuss compressed software valuations, NVIDIA, shifting credit conditions, and why crypto and bitcoin could benefit in a world that increasingly needs speed, verification, and secure financial rails. 🔊 Audio Podcast Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com 🖥️ From The Desk of Anthony Pompliano Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/ 📧 Newsletter Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: https://pomp.substack.com/ 👉 Follow Pomp on Social Media: Twitter: / apompliano Instagram: / pompglobal LinkedIn: / anthonypompliano 🤝 Podcast Sponsors Bitget (https://bitget.com/promotion/futures-...) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-..., serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/1.... For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn ( / bitget-global ) | Discord ( / discord ) For media inquiries, please contact: media@bitget.com BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards. Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading. ⏰ TimeStamps: 0:00 – Intro 0:57 – The Citrini AI Paper debate 4:55 – Why software stocks are getting repriced 10:39 - Can AI replace SaaS companies? 15:53 – NVIDIA earnings & market regime shift 21:05 – Why crypto wins in the next cycle 29:37 – AI, government & autonomous weapons 36:39 – Deepfakes, spam & the need for crypto 41:29 – Survive vs Thrive: positioning for what’s next #Bitcoin #AnthonyPompliano #Pomp