Jordi Visser 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.
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- 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
