#1582 Jordi Visser | AI Boom & Bitcoin Will Lead To MASSIVE Bull Market

Unknown Source August 02, 2025 47 min

artificial-intelligence investment generative-ai startup microsoft meta google apple

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64 Companies

89 Key Quotes

4 Topics

2 Insights

🎯 Summary

Podcast Episode Summary: #1582 Jordi Visser | AI Boom & Bitcoin Will Lead To MASSIVE Bull Market

This episode of the Pom Podcast features Anthony Pompliano in conversation with Jordi Visser, a 30-year veteran of Wall Street, focusing on the confluence of the AI boom, macroeconomic shifts (specifically Federal Reserve policy), and the bullish outlook for Bitcoin.

1. Focus Area

The discussion centers on three primary, interconnected areas:

Macroeconomics & Monetary Policy: Analysis of recent weak jobs data revisions, the expectation of imminent Federal Reserve interest rate cuts, and the historical impact of cutting rates into a non-recessionary environment.
Artificial Intelligence (AI) Revolution: Deep dive into the exponential growth driven by AI, particularly the concept of “recursive learning” (code learning from code), and its profound impact on corporate earnings and productivity.
Bitcoin & Asset Markets: The prediction that the combination of Fed easing and the AI-driven productivity explosion will fuel a massive bull market, with Bitcoin positioned as a primary beneficiary.

2. Key Technical Insights

Recursive Learning & Exponential Productivity: The most critical technical insight is the acceleration driven by AI agents creating new AI agents (“code learning from code”). This is framed as an exponential hiring event, allowing companies to scale productivity (and potentially profit margins) without commensurate linear labor costs.
Data Center & Infrastructure Bottlenecks: Despite massive revenue beats from cloud providers (Mag Seven), significant supply chain bottlenecks exist in necessary infrastructure, including gas turbines, transformers, and cooling systems, which currently limit the speed of the AI build-out.
AI Adoption Phase: The massive cloud revenue growth signals a shift from the infrastructure build-out phase (dominated by chipmakers like Nvidia) into the AI adoption phase, where service-based companies (finance, healthcare) will begin seeing significant profit margin improvements from AI integration.

3. Market/Investment Angle

Bullish Fed Cut Scenario: Visser argues that the market is correctly pricing in a Fed cut, and if the Fed cuts rates into an economy that is merely “okay” (or accelerating due to AI investment), “stocks usually do phenomenally well.”
AI Earnings Substantiate Valuations: The staggering revenue beats from the Mag Seven ($18 billion combined beat vs. the S&P 500 #400 market cap) prove that the AI trade is based on fundamental substance, not just froth, justifying current high valuations.
Bitcoin Outperformance: The expectation of lower rates, combined with the massive productivity gains from AI, creates a combustible environment for risk assets, strongly favoring Bitcoin, which has historically outperformed during similar monetary easing cycles.

4. Notable Companies/People

Mag Seven (Google, Amazon, Meta, Apple, Microsoft): Highlighted for their massive earnings beats, driven primarily by cloud revenue, signaling the core of the current economic distortion caused by AI investment.
Nvidia (Jensen Huang): Mentioned regarding the justification for massive AI engineer salaries, framing talent acquisition as a necessary CapEx component for winning the AGI race.
MicroStrategy: Cited as an example of a company whose stock performance is now overwhelmingly driven by its Bitcoin holdings rather than traditional earnings metrics.
Peter Diamandis (Moonshots Podcast): Recommended for listeners seeking deeper context on the historic nature and proximity to Artificial General Intelligence (AGI).

5. Regulatory/Policy Discussion

Political Support for AI Race: The conversation noted that the current political environment (specifically referencing the Trump administration’s stated goals) is actively supporting the AI race by fast-tracking permits for energy and data center infrastructure and providing favorable tax treatment for CapEx accounting.
Dodd-Frank Impact: Visser noted that regulatory constraints (like Dodd-Frank) have effectively frozen government hiring, contributing to the weakness seen outside of subsidized sectors like leisure and healthcare in the jobs report.

6. Future Implications

The conversation suggests the industry is heading toward a period of unprecedented, non-linear productivity growth driven by recursive AI learning. This will lead to exploding profit margins for companies that successfully adopt AI, fundamentally changing how Wall Street analysts model growth. The combination of this productivity boom and dovish monetary policy sets the stage for a massive, sustained bull market across risk assets, led by technology and Bitcoin. The primary near-term risk is the physical bottleneck in energy and hardware supply needed to sustain the build-out.

7. Target Audience

This episode is highly valuable for institutional investors, hedge fund managers, technology strategists, and sophisticated crypto investors who need to synthesize macroeconomic forecasts with deep technological shifts (AI) to inform high-conviction investment theses.

🏢 Companies Mentioned

Signal ✅ N/A (Influencer/Information Source)

JP Morgan ✅ Traditional Finance (Adopting Crypto)

ChatGPT ✅ AI Tool (Contextual)

New York City ✅ unknown

Federal Reserve ✅ unknown

What I ✅ unknown

Washington Post ✅ unknown

The ECB ✅ unknown

JP Morgan ✅ unknown

Jamie Dimon ✅ unknown

The Treasury Secretary ✅ unknown

The White House ✅ unknown

Like Bitcoin ✅ unknown

White House ✅ unknown

Eric Schmidt ✅ unknown

💬 Key Insights

"Are we at a point now where we can start to actually automate the Federal Reserve? Like, that is the ultimate irony of this: is that if the AI gets good enough, why do we have humans who are making these decisions?"

Impact Score: 10

"Bitcoin... is an automated monetary policy. It was set, it executes based on code, it does not care what goes on in the world, and the world has to bend to the reality of that Bitcoin monetary policy."

Impact Score: 10

"I think with the AGI input, recursive learning hitting now, to me, that is the explosion point for the network effects of crypto."

Impact Score: 10

"in that world where people are looking for stability in what they invest in, Bitcoin to me is the only thing that has proven that it has a moat around it. I don't believe in any of the innovation side because I just think their ideas and better ideas that you actually need to invest in something that people believe in, and I believe Bitcoin is that."

Impact Score: 10

"I don't think people realize how much volume is going to transfer from individuals in transactions, and it's going to go to computers. How much will be in stablecoins?"

Impact Score: 10

"profit margins are going to explode because we're literally going to be able to hire millions of employees for close to zero, and that's where the profitability goes. It's the transfer for all companies from the labor side to the market cap side."

Impact Score: 10

📊 Topics

#artificialintelligence 85 #investment 13 #generativeai 8 #startup 2

🧠 Key Takeaways

💡 be cutting rates

💡 do everything we possibly can to accelerate our growth