Anthony Pompliano 🌪 (@APompliano)

I spoke with @jvisserlabs to break down the AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, Bitcoin's reaction, and why robotics could be the next big AI trade. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:50 - AI stock unwind & the summer slowdown 5:45 - Framework for picking AI winners 7:1 3 - China's Kimi K3 & open source vs. closed models 11:09 - Model routers & how many models is too many? 17:46 - The hidden "cultural weights" in AI models 22:37 - Inflation report & Fed reaction 32:28 - Bitcoin's reaction & crypto allocation 39:26 - Nasdaq outlook & where he's avoiding 45:09 - Software stocks & what is the next trade?

I am not exaggerating when I say that @nickshirleyy is currently the top journalist in the country. He appears to get a business owner defrauding the US government to admit it on camera in just a few minutes. Insane.

Not enough people are talking about physical AI and robotics. I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:28 - Why Andrew shifted from crypto to humanoid robots 3:58 - How big is the total addressable market? 8:08 - Building conviction — the $19M bet on Figure AI 16:06 - US vs. China — who wins the robot race? 28:08 - General purpose vs. specialized robots 31:05 - Where does training data come from? 40:24 - Humanoid robots in your everyday life 43:27 - Can Tesla & Elon win the humanoid race? 46:19 - Job displacement & UBI 51:15 - RoboStrategy — the publicly traded venture fund 1:11:17 - What is exciting about Apptronik? 1:13:24 - Addressing the critics

Tomorrow we introduce the world to @Rewkang, one of the best investors of the last decade. He is relatively unknown, but I believe he is on track to become one of the legends of finance. Episode out tomorrow.

.@jvisserlabs says "we are in the first inning of the most disruptive supersonic tsunami that we have ever seen, so if you want to compound money you need to be involved in the AI trade." "The ability to compound your money is becoming more challenging because of exponential innovation." "We are in a very unique period of time where you're seeing things that are going up dramatically." "I am going to highlight this weekend how many of the names in my thematic portfolio...100 names....more than 40 [of them] have doubled in one year. The stock market is up 25% in the last year."

I sat down with @jvisserlabs to discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are under-appreciated, how Eli Lilly's AI partnerships could transform longevity and chronic disease, and where Jordi thinks you need to position your portfolio to actually compound in an exponential world. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:35 - Why markets keep hitting all-time highs despite bad news 10:30 - Consumer confidence, savings rate & what it means 16:02 - Running the economy hot — who wins and who loses 19:30 - AI + biotech: why Eli Lilly is the sleeper story 31:27 - How AI will improve education, finance & health 38:48 - Why your wealth manager may be failing you in the exponential era $LLY

Credit card interest rates are way too high. What if you could create a credit card that had an interest rate below 10% to solve the problem. This is what @SadiSKhan and Aven have done. Fascinating business & discussion.

The bull market in stocks is only beginning. Everyone is underestimating how big the shortage of compute and power exists. The bears are wrong. The bulls are going to make money. Choose wisely.