Episode
Anthony Pompliano: How to invest in the AI-bitcoin SUPERCYCLE
- Podcast
- Full Signal
- Published
- Jul 28, 2026
- Duration seconds
- 1412
- Processing state
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Summary
Anthony Pompliano is the CEO of ProCap Financial, the public company behind the AI personal finance product CFO Silvia. He joins Phil Rosen on Full Signal to discuss the outlook for frontier AI models, Chinese open-source models, bitcoin as the pair trade to abundant intelligence, and running a company with a stock that's down 80%. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - AI fat model thesis 2:34 - US vs. Chinese AI models 5:24 - AI economics and costs 7:17 - DeepSeek and the price war 9:24 - Bitcoin as an AI play 11:38 - Why AI is deflationary 13:11 - Federal Reserve outlook 14:36 - The impossible comeback 20:02 - Specialized vs. general-purpose models 22:27 - CFO Silvia #podcast #investing #markets #macro #stocks #bitcoin #fed