Really enjoyed this deep dive with Robin Seyr! Thanks for having me on Robin!
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The highest-conviction AI investment may not be an AI company at all.
It may be the monetary asset that benefits from all the productivity gains AI creates.
Instead of trying to predict AI winners, hold the asset that appreciates as the entire economy becomes more productive.
Most people think the Bitcoin thesis is:
"Governments print too much money."
The deeper thesis is:
"Exponential productivity and exponential debt cannot coexist indefinitely."
Bitcoin is what happens when abundance collides with a debt-based monetary system.