Can Eli Lilly become the largest company in the world?
@jvisserlabs thinks so.
"The reason I believe Eli Lilly has a chance to be the largest company in the world, and the number one AI company in the world within 5 years, is because they are building a specialized model."
"They have their own data center with 1,000 GPUs with all the data that $LLY has had [as] a 150 year old company."
"They are creating an innovation hub of using data all for human software."
I sat down with @jvisserlabs to discuss why bitcoin is down 50%, whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now.
Enjoy!
YouTube: https://youtu.be/5TTtJBwmmnM?si=un1v4GHlKY0_zLg3 Spotify: https://open.spotify.com/episode/0yV3i1TUk7ZpMeHLwTXqJd?si=rw8U21ljQPqxH2s3RpUgkg Apple: https://podcasts.apple.com/us/podcast/why-is-bitcoin-crashing-jordi-visser/id1434060078?i=1000771440301
TIMESTAMPS: 0:00 - Intro 0:45 - Why bitcoin is down 50% & is the bear market over? 6:48 - What would convince Jordi to sell his bitcoin? 9:07 - Bitcoin as the S&P 500 of crypto 14:02 - Why bitcoin is safer than any company past 2030 17:45 - Bitcoin volatility vs. the stock market 22:22 - The five-layer AI stack & where revenues are missing 26:22 - Token budgets & the shift to specialized AI 35:10 - Are LLMs now commoditized? 40:30 - Peptides as the API key for the human body 49:24 - Healthcare, entitlements & the future outlook 55:12 - Jordi’s upcoming video & final thoughts
