From the Desk of Anthony Pompliano America IS WINNING! Economic Data Tells Us The Truth
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Feb 25, 2026 
David Steinberg, CEO and founder of Zeta Global, a data-driven enterprise marketing leader. He talks about AI becoming a foundational platform component, how AI agents like Athena improve client outcomes, and why strong software companies remain resilient amid market noise. Short, sharp takes on SaaS fundamentals, productivity gains, and Zeta’s growth and cash strategy.
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Real-Time Data Shows Rapid Disinflation
- Anthony Pompliano highlights Truflation showing headline inflation falling from 2.3% to 0.9% in 12 months.
- He cites Truflation's median existing home price down 1.5% and a big drop in the Breakfast Index as concrete deflation signals.
Deflation Is The Bigger Near-Term Portfolio Risk
- Pompliano warns investors the present risk is deflation, not inflation, which would pressure the government to print money and push rates lower.
- He frames market consequences as potentially chaotic and urges vigilance for portfolio impact.
LLMs As Foundational Infrastructure
- David A. Steinberg compares large language models to foundational infrastructure like AWS or Snowflake.
- He explains Zeta already partners with OpenAI, Anthropic, Gemini and Microsoft and is integrating LLMs into its stack.