Anthony Pompliano (Parody)
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Anthony Pompliano (Parody)
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I tweet about Bitcoin seven times before breakfast — the Pomp never stops, and neither do my daily takes.
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Bidding for Jensen’s leather jacket starts at $1 million
Bidding for Jensen’s leather jacket starts at $1 million
Charlie Munger once said liquor, leverage, and ladies are the downfall of men.
Everyone thought AI would blow up over leverage, but no one was prepared for it to be women.
Charlie Munger once said liquor, leverage, and ladies are the downfall of men.
Everyone thought AI would blow up over leverage, but no one was prepared for it to be women.
Everyone thought AI would blow up over leverage, but no one was prepared for it to be women.
13
Jensen’s yet-to-be-launched Nvidia competitor is going to do numbers in the seed round.
Jensen’s yet-to-be-launched Nvidia competitor is going to do numbers in the seed round.
Before any rumors get started, I am not interested in replacing Jensen as the CEO of Nvidia.
Before any rumors get started, I am not interested in replacing Jensen as the CEO of Nvidia.
295
If Nvidia ousts Jensen Huang and the bull market continues, there is literally nothing that will stop the AI tsunami from enriching investors.
If Nvidia ousts Jensen Huang and the bull market continues, there is literally nothing that will stop the AI tsunami from enriching investors.
421
The New York Times is reporting “Jensen Huang had a relationship with an Nvidia executive who reported to him.”
Headlines are about to get very crazy in the coming days.
The New York Times is reporting “Jensen Huang had a relationship with an Nvidia executive who reported to him.”
Headlines are about to get very crazy in the coming days.
Headlines are about to get very crazy in the coming days.
391
All the noise around the AI sell-off is just that…noise.
Fundamentals are getting better as stocks get cheaper.
The bears will be in shambles soon enough.
All the noise around the AI sell-off is just that…noise.
Fundamentals are getting better as stocks get cheaper.
The bears will be in shambles soon enough.
Fundamentals are getting better as stocks get cheaper.
The bears will be in shambles soon enough.
185
Happy Veterans Day to all those who served this great nation of ours 🇺🇸
Happy Veterans Day to all those who served this great nation of ours 🇺🇸
61
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
More parents should consider home school.
There is a good chance you can educate your child better than the government can.
More parents should consider home school.
There is a good chance you can educate your child better than the government can.
There is a good chance you can educate your child better than the government can.
99
I sat down with @DivesTech to break down the Jensen Huang controversy and what it means for Nvidia, China, and the entire AI industry.
We also discuss Anthropic’s IPO, OpenAI, $TSLA, $SPCX, $PLTR, $CRWV, $META, and whether the AI bull market can survive this moment.
YouTube: https://youtu.be/PWMNwdI360M?si=wXh8SICUXmvyGqlA
Spotify: https://open.spotify.com/episode/1iVgwMpc3GXQBDZ4IeN0ff?si=MzFnOoJDRKGUUcwWZ8QKYw
Apple: https://podcasts.apple.com/us/podcast/is-jensen-huang-finished-at-nvidia-dan-ives/id1434060078?i=1000801073876
TIMESTAMPS:
0:00 - Intro
0:56 - Will Jensen Huang remain Nvidia CEO?
4:57 - What this means for China & US chip exports
9:03 - The spy story: what’s really going on?
16:10 - The most resilient bull market ever?
21:33 - Anthropic IPO & falling valuation
23:12 - Frontier models vs. their partners
27:12 - OpenAI going public
30:26 - Marvell merger, leverage & AI’s first-phase winners
35:21 - CoreWeave, Nebius & Palantir
37:36 - SpaceX, Tesla & the midterm fallout
41:11 - Cybercab, robotics & China’s lead
43:30 - Still bullish on AI?
45:08 - Meta’s comeback
I sat down with @DivesTech to break down the Jensen Huang controversy and what it means for Nvidia, China, and the entire AI industry.
We also discuss Anthropic’s IPO, OpenAI, $TSLA, $SPCX, $PLTR, $CRWV, $META, and whether the AI bull market can survive this moment.
YouTube: https://youtu.be/PWMNwdI360M?si=wXh8SICUXmvyGqlA
Spotify: https://open.spotify.com/episode/1iVgwMpc3GXQBDZ4IeN0ff?si=MzFnOoJDRKGUUcwWZ8QKYw
Apple: https://podcasts.apple.com/us/podcast/is-jensen-huang-finished-at-nvidia-dan-ives/id1434060078?i=1000801073876
TIMESTAMPS:
0:00 - Intro
0:56 - Will Jensen Huang remain Nvidia CEO?
4:57 - What this means for China & US chip exports
9:03 - The spy story: what’s really going on?
16:10 - The most resilient bull market ever?
21:33 - Anthropic IPO & falling valuation
23:12 - Frontier models vs. their partners
27:12 - OpenAI going public
30:26 - Marvell merger, leverage & AI’s first-phase winners
35:21 - CoreWeave, Nebius & Palantir
37:36 - SpaceX, Tesla & the midterm fallout
41:11 - Cybercab, robotics & China’s lead
43:30 - Still bullish on AI?
45:08 - Meta’s comeback
We also discuss Anthropic’s IPO, OpenAI, $TSLA, $SPCX, $PLTR, $CRWV, $META, and whether the AI bull market can survive this moment.
YouTube: https://youtu.be/PWMNwdI360M?si=wXh8SICUXmvyGqlA
Spotify: https://open.spotify.com/episode/1iVgwMpc3GXQBDZ4IeN0ff?si=MzFnOoJDRKGUUcwWZ8QKYw
Apple: https://podcasts.apple.com/us/podcast/is-jensen-huang-finished-at-nvidia-dan-ives/id1434060078?i=1000801073876
TIMESTAMPS:
0:00 - Intro
0:56 - Will Jensen Huang remain Nvidia CEO?
4:57 - What this means for China & US chip exports
9:03 - The spy story: what’s really going on?
16:10 - The most resilient bull market ever?
21:33 - Anthropic IPO & falling valuation
23:12 - Frontier models vs. their partners
27:12 - OpenAI going public
30:26 - Marvell merger, leverage & AI’s first-phase winners
35:21 - CoreWeave, Nebius & Palantir
37:36 - SpaceX, Tesla & the midterm fallout
41:11 - Cybercab, robotics & China’s lead
43:30 - Still bullish on AI?
45:08 - Meta’s comeback
339
I met two 25 year old guys yesterday who are killing it marketing software on social media.
They kept referring to anything uncool as "unc"
At some point, I realized "unc" is their version of my generation's "boomer" quip.
The more things change, the more they stay the same.
I met two 25 year old guys yesterday who are killing it marketing software on social media.
They kept referring to anything uncool as "unc"
At some point, I realized "unc" is their version of my generation's "boomer" quip.
The more things change, the more they stay the same.
They kept referring to anything uncool as "unc"
At some point, I realized "unc" is their version of my generation's "boomer" quip.
The more things change, the more they stay the same.
111
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
2
Jensen Huang reportedly had an affair with a Chinese spy.
I wouldn’t be surprised if that marks the bottom of the AI sell-off.
What doesn’t destroy a bull market only makes it stronger.
Jensen Huang reportedly had an affair with a Chinese spy.
I wouldn’t be surprised if that marks the bottom of the AI sell-off.
What doesn’t destroy a bull market only makes it stronger.
I wouldn’t be surprised if that marks the bottom of the AI sell-off.
What doesn’t destroy a bull market only makes it stronger.
26
I sat down with iConnections CEO @rbiscardi to break down how pensions, endowments, and sovereign wealth funds are thinking about AI, data centers, Anthropic, and the venture comeback.
We also discuss what’s holding back institutional bitcoin adoption and whether private credit has real issues or not.
YouTube: https://youtu.be/RX1m7PdjPqQ?si=zfVPzmt_SHGq9v9y
Spotify: https://open.spotify.com/episode/0OOkzBJ93VHwpqLQbyhnlM?si=z46SoXu5TPCrRUlRqG_3HA
Apple: https://podcasts.apple.com/us/podcast/bitcoin-beats-stocks-for-the-next-5-years-jordi-visser/id1434060078?i=1000800405509
TIMESTAMPS:
0:00 - Intro
1:29 - How institutional money is reacting to the midterms
4:44 - Texas data center slowdown
8:51 - SpaceX orbital data centers
12:02 - Anthropic, OpenAI & the venture comeback
19:45 - What institutions really think of bitcoin
23:32 - Regulation, custody & the Binance hack
27:08 - Is private credit fear overblown?
32:35 - Why institutions move slower
34:50 - TomorrowX Summit in Austin
I sat down with iConnections CEO @rbiscardi to break down how pensions, endowments, and sovereign wealth funds are thinking about AI, data centers, Anthropic, and the venture comeback.
We also discuss what’s holding back institutional bitcoin adoption and whether private credit has real issues or not.
YouTube: https://youtu.be/RX1m7PdjPqQ?si=zfVPzmt_SHGq9v9y
Spotify: https://open.spotify.com/episode/0OOkzBJ93VHwpqLQbyhnlM?si=z46SoXu5TPCrRUlRqG_3HA
Apple: https://podcasts.apple.com/us/podcast/bitcoin-beats-stocks-for-the-next-5-years-jordi-visser/id1434060078?i=1000800405509
TIMESTAMPS:
0:00 - Intro
1:29 - How institutional money is reacting to the midterms
4:44 - Texas data center slowdown
8:51 - SpaceX orbital data centers
12:02 - Anthropic, OpenAI & the venture comeback
19:45 - What institutions really think of bitcoin
23:32 - Regulation, custody & the Binance hack
27:08 - Is private credit fear overblown?
32:35 - Why institutions move slower
34:50 - TomorrowX Summit in Austin
We also discuss what’s holding back institutional bitcoin adoption and whether private credit has real issues or not.
YouTube: https://youtu.be/RX1m7PdjPqQ?si=zfVPzmt_SHGq9v9y
Spotify: https://open.spotify.com/episode/0OOkzBJ93VHwpqLQbyhnlM?si=z46SoXu5TPCrRUlRqG_3HA
Apple: https://podcasts.apple.com/us/podcast/bitcoin-beats-stocks-for-the-next-5-years-jordi-visser/id1434060078?i=1000800405509
TIMESTAMPS:
0:00 - Intro
1:29 - How institutional money is reacting to the midterms
4:44 - Texas data center slowdown
8:51 - SpaceX orbital data centers
12:02 - Anthropic, OpenAI & the venture comeback
19:45 - What institutions really think of bitcoin
23:32 - Regulation, custody & the Binance hack
27:08 - Is private credit fear overblown?
32:35 - Why institutions move slower
34:50 - TomorrowX Summit in Austin
187
Today we are launching the ability to share access to your @cfosilvia account with a spouse or partner.
You can both see your accounts, your assets, and your conversations in a single account.
Managing household finances should be a team sport.
Try it: https://www.silvia.com
Today we are launching the ability to share access to your @cfosilvia account with a spouse or partner.
You can both see your accounts, your assets, and your conversations in a single account.
Managing household finances should be a team sport.
Try it: https://www.silvia.com
You can both see your accounts, your assets, and your conversations in a single account.
Managing household finances should be a team sport.
Try it: https://www.silvia.com
7
Militaries around the world are investing billions into missiles, drones, robots, and autonomous submarines, yet the greatest threat on the battlefield remains female spies soliciting undisciplined men.
Story as old as time.
Militaries around the world are investing billions into missiles, drones, robots, and autonomous submarines, yet the greatest threat on the battlefield remains female spies soliciting undisciplined men.
Story as old as time.
Story as old as time.
41
Everyone is talking about the Trump interview for what was said by the President, but more people should be acknowledging how good @Douthat60 is as an interviewer.
Hall of Fame performance from Ross.
Everyone is talking about the Trump interview for what was said by the President, but more people should be acknowledging how good @Douthat60 is as an interviewer.
Hall of Fame performance from Ross.
Hall of Fame performance from Ross.
234
It would be objectively hilarious if Jensen’s affair marked the bottom of the AI sell-off.
The market gods sacrificed the reputation of the AI godfather in order to purge the bad spirits.
It would be objectively hilarious if Jensen’s affair marked the bottom of the AI sell-off.
The market gods sacrificed the reputation of the AI godfather in order to purge the bad spirits.
The market gods sacrificed the reputation of the AI godfather in order to purge the bad spirits.
64
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
28
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