Episode Details

Power, technology, and scarcity shape this wide-ranging conversation with Anthony Pompliano and Jordi Visser. In the original 1-hour episode, now condensed into a quick listen, they break down why AI models may become commoditized, why SpaceX’s vertical integration and Starlink could create a massive moat, and how the AI boom is tied to copper, chips, energy, and global supply chains. They also explore Bitcoin, blockchain, digital identity, live sports as a rare source of authenticity, and what the race to AGI means for jobs, enterprise software, and robotics. Along the way, Pompliano shares why becoming AI-native matters and how investors should think about innovation, scarcity, and long-term value. Listen now to get the key ideas in minutes.