Oct 10, 2026 · 48 min · 19 segments
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the coming “bankpocalypse,” why AI agents will…
Jordi VisserGuest
Anthony PomplianoHostThere's a Wall Street Journal article, uh, that said, uh, the title is Spending on AI is Becoming Almost Impossible for Businesses to Budget.
So if you're y- like, I hear you talking and, and I think you think differently than I do in the end game, which is I don't wanna be a VC fund.
... because I believe it will always be an entrepreneur that says, "I'm willing to make less-
... and I'm gonna build a business, and I don't, I only need to make 100 grand a year." So when people ask me how to, like, it...
AI is gonna keep going." The alpha, as you're stacking your chips, building a poker chip, which you're getting through your job, if you don't feel like you're growing fast enough in your job, then go build an app on your own and collect 10,000, and then go build a second app, collect 10,000.
There's a Wall Street Journal article, uh, that said, uh, the title is Spending on AI is Becoming Almost Impossible for Businesses to Budget.
So if you're y- like, I hear you talking and, and I think you think differently than I do in the end game, which is I don't wanna be a VC fund.
... because I believe it will always be an entrepreneur that says, "I'm willing to make less-
... and I'm gonna build a business, and I don't, I only need to make 100 grand a year." So when people ask me how to, like, it...
AI is gonna keep going." The alpha, as you're stacking your chips, building a poker chip, which you're getting through your job, if you don't feel like you're growing fast enough in your job, then go build an app on your own and collect 10,000, and then go build a second app, collect 10,000.
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