I sat down with @jvisserlabs to discuss the SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout.
We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes.
YouTube: https://youtu.be/gAqXcGn3BlY?si=6lSfRlnb7rKhb-FE Spotify: https://open.spotify.com/episode/3DjSCCHigpc9zY0WproKE0?si=f63azZFATZCUwoY4-wnifw Apple: https://podcasts.apple.com/us/podcast/should-you-invest-in-spacex-ipo-elon-musk-bitcoin-or/id1434060078?i=1000772517032
TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO, Elon & orbital data centers 12:15 - Critical minerals & the AI supply chain 18:55 - American industrial sovereignty & critical chemicals 22:36 - AI model cost crisis & who wins the model war 37:10 - Knicks NBA Finals & the case for crypto in an AI world 47:48 - Jeff Bezos launches Prometheus 50:34 - AI use case of the week
