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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
They've done a fantastic job.
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I think they will continue to do a great job.
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But they're all pretty much consensus at this point.
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People realize these companies are going to be very valuable.
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And so that's why you see so much capital chasing them.
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What I don't see a lot of people chasing is the physical AI and robotics space.
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And so some of it is just they haven't spent the time yet.
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Some of it is the teams that are evaluating these are not suited to actually underwrite, does the technology work?
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What is the market opportunity?
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I don't have anyone in my network who would be a potential buyer of this, right?
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So it's harder when there's hardware involved.
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But if you look at something like Tesla, in my mind, Tesla is actually a software company, right?
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The thing that is valuable there is the machine learning models, the AI, the computer vision.
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It's all the like IP.
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They just are simply putting that into the hardware and the hardware can think and see now.
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And that is their monetization method.
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No different than the model companies creating the model, but the model is actually not valuable unless they create a consumer enterprise interface where people can then use the model, right?
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Same thing at Tesla is you need to have some sort of interface that the world can interact with.
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That's how you do it.
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But then if you go look, one of the things that I'm very excited about and I think is going to be a huge opportunity is there's a publicly traded closed-end fund called RoboStrategy.
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