Real Vision: Finance & Investing How a Crypto Pro Uses AI
May 11, 2026
Jamie Coutts, Chief Crypto Analyst known for building agentic AI workflows, explains how he uses AI across work and life. They dig into agent-powered phones versus incumbent stacks. They debate private AI firm valuations and Anthropic’s market moves. They explore AI’s implications for SaaS, crypto, government contracts, and national security.
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Agent Phones Could Kill The App Store
- OpenAI's proposed phone replaces the app economy with an AI agent interface that performs tasks conversationally instead of through separate apps.
- Kris Bullock notes the phone would run agentic workflows and could spin up personalized apps on demand, bypassing app stores.
Private Markets Now Price AI Unicorns In Real Time
- Anthropic reached a near-$1 trillion private valuation driven by rapid product releases and demand for frontier LLMs.
- Kris Bullock highlights that new secondary markets like Forge and Hive provide real-time private company price discovery fueling those valuations.
Jamie Migrated To Anthropic After A Step Change
- Jamie Coutts describes moving from ChatGPT to Anthropic (Claude) after a big step change and now using Anthropic for most work.
- He recounts building his own OpenClaw instance and shifting silos about six months ago for better model fit.