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The Limitless Podcast: Anthropic's Claude Returns, and AI Hits an Inflection Point
Limitless episode 199 lands on the week that changed the AI landscape — Claude's return from a two-week government ban, Anthropic's 80% inference margins, Etched's $1 billion in chip pre-orders, Meta selling compute, and why government alignment is becoming the new competitive moat.
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The AI Bubble Crowd Has It Exactly Backwards
Jordi Visser's read on a brutal month for the hyperscalers — why the rotation everyone's panicking about is a midcycle slowdown, not a top. Short the spenders, own the receivers: memory, semis, power, healthcare. Plus the memory wall with no relief until 2028, loops changing the margin math, and Bitcoin as the collateral of the agentic economy.
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Jordi Visser's Capex Arbitrage: Short the Hyperscalers, Long the Infrastructure Into Q2 Earnings
Jordi Visser's highest-conviction macro setup into Q2 earnings: long the AI infrastructure layer — semiconductors, memory, power, cooling, optical, neo-clouds — and short the hyperscalers (Microsoft, Meta, Alphabet) whose capex ROI is starting to break. The capex arbitrage trade explained.
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