Anthony Pompliano

You are now seeing this happen much more rapidly, I think, in technology and true innovation are these external shocks.

LLMs is not a kind of one to two to three type evolution.

This is an external shock to a lot of these companies.

In pharmaceutical, I invested in a friend of mine, a company called Varda.

At the time, it was not necessarily a pharmaceutical company.

It was very much, now that we have reusable rockets, which Blue Origin now is the second company in America that can go ahead and do this, the cost to get to space has significantly come down.

What if we can manufacture things in space, bring them back to Earth to benefit on Earth?

So a lot of people think of space as like, let's go outward.

Their thing was, let's use space to come back here.

Now, they thought about a lot of different things.

They've ended up, one of the key components is pharmaceutical.

The idea of manufacturing drugs in zero gravity, certain things are possible that are not as either cheap or possible here on earth.

that is an external innovative shock to pharmaceutical development, right?

So there's like the science of like, what are the drugs and then how do you actually manufacture?

I think that you can go through, whether it's Bitcoin, LLM, something like Avarta, et cetera, and you can see that these external shocks, they're incredibly hard to create, but when they happen, it spreads like wildfire through an industry.

And I actually wonder how many people are Bitcoin-minded

versus people who start to recognize these patterns of, okay, I know a lot of people who are saying, look, Bitcoin, I didn't sell my Bitcoin.

I still got my Bitcoin.

Net new dollars though, they went to AI.

Net new dollars next are going to go to humanoid robots.