Why AI Will Reprice The Entire Economy | Jordi Visser

Key Takeaways

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  AI is driving a massive productivity boom - Recent data showing 4% GDP growth alongside zero job creation suggests that artificial intelligence is already decoupling economic output from traditional labor markets.

  “We are having 4% GDP. This, the last two quarters that we have GDP numbers for combined were over 4%... And during those six months, we created zero jobs.”

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  Capitalism is facing a structural fracture - As the cost of coding goes to zero and software becomes ubiquitous, traditional business moats are evaporating, making storage and power the new primary bottlenecks for value.

  “I basically said capitalism is effectively fractured and ending... the ability of getting a moat around your business is impossible.”

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  Reduced trade deficits are driving unexpected GDP gains - Tariffs and shifting trade policies are successfully narrowing the trade gap, contributing to a high-growth, low-inflation environment that contradicts traditional recession models.

  “The reason [GDP] is up there... is because the trade deficit is falling. And again, the trade deficit is the other side of this.”

Episode Description

AI is much more than another tech cycle. It’s a structural break that’s rewriting how economies function, how markets price assets, and how humans create value. We sit down with Jordi Visser of 22V Research live from the Digital Asset Summit in New York to unpack how the shift from chatbots to autonomous agents is reshaping productivity, markets, and long-term economic frameworks. We explore collapsing valuation models, AI-driven productivity, shifting labor dynamics, the compute arms race, and why Bitcoin, semiconductors, and hard assets may define the next cycle. Enjoy! TIMESTAMPS: 00:00 Intro 03:23 AI Changes Macro Frameworks 06:28 Productivity Boom or Bust? 09:19 Why Bitcoin Benefits 12:42 AI and the Labor Market 15:55 The Sovereign AI Arms Race 19:15 Can New Models Catch Up? 22:58 Why Compute Demand Is Infinite 26:44 Hardware vs. Software 29:14 How to Actually Use AI FOLLOW GUEST › Jordi – https://x.com/jvisserlabs FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.