Anthony Pompliano

And we learned this lesson in crypto.

If you look at the crypto world, what are the things that ended up having the most value?

They were native to crypto.

Bitcoin is a native asset, right?

It wasn't take a real estate fund and bring it into the crypto world.

It was build something that's native.

And so to me, in AI, we haven't really seen a lot of those companies yet, right?

We're starting, Clawbot might be one, you know, Moltbook, like there's a couple of these things.

And then maybe the last data point I saw is now some companies are reporting that more than 50% of the visits to their technical documentation is agents, not humans.

Like it's coming.

counter argument to that i think is google with gemini i think they reported most recently 750 million monthly actives now it's a different type of product the distribution is kind of being inserted into the the workflow of google searches etc um it does feel to me like it is a narrative violation that search volume is up

because everyone thought that the LLMs were gonna take that search volume away.

But I wonder how much of it is just tied to the fact that you're getting an AI kind of summary.

I find myself using that quite a bit rather than scrolling down and seeing the links.

And so how are they gonna make ad revenue?

There's kind of these second and third order effects.

I don't disagree.

Turbulence model, explain what this is and why is everyone so interested in what you got going on with your turbulence model?

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