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

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

So when you put that all together, you have exposure to a theme that to me feels a lot like going into GPUs in 2017, 2018, going into Bitcoin before that. matched

It's like the thing that is not yet popular and people are heavily allocated to, but it's very obvious over the next 10 years, this is going to become a major theme. matched

It goes back to what is the game that you want to play? matched

I helped raise an SPV to invest in SpaceX. matched

I think SpaceX, something like, you know, maybe a $30 billion valuation. matched

So somewhere around that timeframe. matched

So this is probably like 2017-ish, you know, timeframe. matched

And at the time, it was kind of like, hey, we're going to do this deal. matched

And we moved on and we went and did a bunch of other stuff. matched

Well, in hindsight, we should have just spent 100% of our time focused on how do we get as much money into this company as possible, right? matched

Like this was the structural winner in a market that was not very popular, but it was going to become popular. matched

But 2017 is 16, 17 years after they started the company. matched

And so you look at that and you say to yourself, now nobody knew it was going to become a, you know, one and a half, $2 trillion company. matched

But there was this entire viewpoint of rather than go try to find what is the percentage return, if you're just looking for total dollar return, actually just pouring capital into the thing that is most likely to win, durability, right, is going to drive that return. matched

And so go look today, like why are a lot of investors waiting maybe on the physical AI side? matched

Like there's like, hey, we have a lot of capital. matched

We don't need to be the first. matched

We can just simply wait till we have high certainty. matched

That certainty will lead to a lower return profile because we're not getting paid for taking massive risk. matched

But it doesn't matter if I put a billion dollars in and it's only a 3x and I don't get a 10x. matched

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