The Pomp Podcast The AI Race Will Make Bitcoin EXPLODE | Jordi Visser
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Feb 28, 2026 
Jordi Visser, a 30+ year macro investor and author at VisserLabs, breaks down AI hype versus physical limits. He weighs software valuation compression, which firms might win, Nvidia’s market signal, and how AI-driven need for verification could boost crypto and Bitcoin. Short, sharp takes on risk, deepfakes, and positioning for chaotic, fast-moving markets.
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Enterprise Frictions Will Slow AI Disruption
- AI adoption in enterprises will be slow due to physical and organizational frictions that Citrini underestimates.
- Jordi Visser cites compute capacity, clean data, internal workflows, and orchestration as key bottlenecks preventing rapid mass layoffs or instant AI-enabled replacement.
AI Compresses Time And Reprices Software
- AI is compressing time horizons, converting software's multi-year growth bets into near-instant binary outcomes for investors.
- Visser explains the market is re-pricing software on shorter-duration expectations after breakthroughs like OpenClaw and Opus 4.5/4.6.
Focus On Finding The Few AI Winners
- Do hunt for the select software winners rather than buy the whole sector; low multiples mean winners can multiply returns.
- Visser uses Salesforce and Palantir as contrasts: cheap incumbents may be losers, select winners already trade rich multiples.