I sat down with @jvisserlabs to discuss:
- the recent weakness from hyperscalers - the rise of open source models - what the Mythos/Fable 5 situation means for governments and investors - Kevin Warsh's first Fed press conference - where inflation is actually headed - why bitcoin is still in a bear market
YouTube: https://youtu.be/qezOp08hwPQ?si=7zY_GtH4N1DYXreC Apple: https://podcasts.apple.com/us/podcast/the-biggest-pivot-in-ai-history-is-happening-right/id1434060078?i=1000773515016 Spotify: https://open.spotify.com/episode/2kY4iZodvFkjCZ0p3Ld4cm?si=K7PTmuzDSSaNdh0xQW6dEw
TIMESTAMPS: 0:00 - Intro 0:57 - AI pivot & hyperscaler weakness 5:47 - Open source models & US vs China AI race 7:19 - Token demand, Jevons Paradox & AI adoption trends 14:22 - When does the CapEx spending become a problem? 17:59 - Open source vs closed AI models — who wins long term? 19:25 - Agency & what it means for individuals 24:34 - Is AI & energy the only thing holding the market up? 28:32 - Kevin Warsh's first Fed press conference 31:36 - Inflation outlook & next CPI print 37:44 - Why so many Americans feel trapped & real cost of living 44:51 - Bitcoin bear market & what needs to change
