Jordi Visser

speaker

10,824 appearances 24 recordings 1 series first heard Nov 2025 last heard 3d ago

Jordi Visser’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 24 in all, peaking in Aug 2026 with 5.

newest first · ▶ plays the moment

Why are they scared of it? voice-verified

Well, because anthropic and open AI are basically the AI bubble. voice-verified

Like they're gonna control voice-verified

as much as fifty percent of compute a year from now. voice-verified

You think so? voice-verified

That's what all the story is somewhere between a third and fifty percent. voice-verified

Brad Gersner just talked about it on the All in Pod on his presentation at the summit. voice-verified

Uh so you can go look at the deck. voice-verified

I mean, we're talking about them controlling 50% of compute. voice-verified

Compute is the entire S P 500 right now, as far as I'm concerned. voice-verified

Like it's all about compute. voice-verified

So two companies, they're not even public. voice-verified

They don't release their numbers. voice-verified

Instinct. voice-verified

No, they have 80% margin. voice-verified

before cogs. voice-verified

Instinct. voice-verified

I'm sure if you go look, how much money have you paid Instinct? voice-verified

Zero. voice-verified

So, but they're worth 10 billion. voice-verified

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