Anthony Pompliano

speaker

882 appearances 1 recordings 1 series first heard Jul 2026 last heard 8 Jul

Anthony Pompliano’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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How I Invest with David Weisburd · E400: Anthony Pompliano on Power Laws, Conviction, and Compounding · 8 Jul 2026 podcast

So it trades under the ticker BOT. matched

We've got a position there. matched

And it basically gives anyone with a brokerage account exposure to the top physical AI and robotics companies in the private market. matched

So again, you have an access and structural advantage. matched

But the reason why I find it so interesting is not just that anyone off the street can go and buy exposure to, you know, figure AI or Apptronic or, you know, standard bots or any of these kind of physical AI companies. matched

More importantly is because of the structural advantage, these things tend to trade at a premium. matched

When they trade at a premium... matched

that premium can be monetized. matched

And the way that that ends up getting monetized is accretive to current shareholders. matched

And so what you find is you find a capital markets innovation or advantage. matched

You find a sector that either has not yet become consensus or is not liked by investors. matched

And then you find a very long durability. matched

So if you go and you look, Jensen Huang, Masayoshi Son, all of these people are talking about physical and robotics are going to be a really big industry. matched

Well, a key piece of this has been allocating to it before everyone starts talking about it. matched

So I think that we're just on the precipice of this now becoming a really big theme. matched

But I want exposure to it in the public market and in the private market. matched

I want exposure in companies like a Tesla where there's very concentrated effort to take artificial intelligence, put it into these physical devices and have self-driving cars and humanoid robots. matched

But I also want it in the private sector where you're going to get much more kind of specialized workflows. matched

So you're going to get companies that are just humanoid. matched

You're going to get companies that are just warehouse type automation, etc., matched

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