Jordi Visser: The AI Trade Is Back - But the Biggest Opportunity May Be Somewhere Else

Jordi Visser (0:00)

You have no idea what company will be worth anything in five years. None, you don't know. And that means since it's the...

John (0:06)

Hello everyone, and welcome to the Milk Road Stocks channel. We are doing something a little bit different today on this channel. We just recorded a one hour interview with Jordi Visser, who is one of our favorite guests, and the bulk of that conversation focused on crypto. We've released that on the Milk Road crypto channel. So if you have missed that episode, definitely go and check it out. Subscribe there and follow us. There's a lot of great information in that conversation. But as I said, Jordi isn't expert on a lot of things. There's always more to cover than we have time for. So we thought we would release the portion of the conversation that focused on AI and stocks on this channel. LG and I are gonna break it down for you all and kind of go over our highlights and takeaways from the conversation as well. But we hope you enjoy the rest of this conversation with Jordi Visser. And as a reminder, this podcast is free. That would not be possible without our wonderful sponsors at Sabre.Money, the stablecoin payments platform built for Asia, keeping you out for more information on them later in the episode. But for now, I hope you all enjoy the rest of this conversation as much as I did. And thank you all for being here. Jordi, you are one of the most, let's say, respected and earliest voices to the AI trade. But there have been a lot of recent developments in AI in terms of some of the tools, some of the models that have come out. I want to pivot a little bit towards that in this conversation here at the end.

And I wanted to just ask your thoughts on Grokbot because I think you are always a very early adopter of a lot of things that come out. And this, I think, feels like harnessing some of these LLMs in a way that average people are able to get an agentic agent for the first time maybe ever. Talk to me about how you are using this technology and how you would advise our audience to think about their own adoption of Grokbot and things like that.

Jordi Visser (1:34)

Yeah. So for this, and I think this is an important, I didn't know how I was going to answer this if Grokbot came up.

So I want people to think about this in two different ways. One is the intelligence of AI and two is the tools. So let's assume that you go out to dinner. I do not like going out to dinner. The reason I don't like going out to dinner is because I'm trapped with people. So I don't like being trapped. I'm very claustrophobic with people. I'm very claustrophobic with a bunch of stuff. Now, I like people, but you're rolling the dice if you don't know the person. So I try to keep it to my friends. Like 9-11 is coming up. The best friend of mine, my best friend died, and all of our friends are getting together on 9-11. I'll go out to dinner with them because we'll laugh and have a great time, but if I go out to dinner with someone I don't know, I just don't know if it will be there and I don't like being rude and getting up and leaving the table. So the intelligence level of the systems, I focus on a lot and I'm going to get into that with Astra after I respond to Grokbot. Grokbot had a huge influence on me two weeks because the tool side of it immediately resonated because after whatever it's been, seven months since I set up OpenClaw on my own laptop, I've had at least 25 different times where either it broke, the computer was shut by the housekeeper, a whole bunch of things where it just drove me nuts because I'm like, when are we going to get to the point? Now, Grokbot changed all that immediately. It's so easy to use, it's so easy to have a quote unquote staff meeting. If I'm on the road and I come up with an idea, I tell my chief of staff, it gives me my emails and my calendar for the week. Everything is agentic. That is the first time that AI agents actually, to me, got very easy where there was no breakdown and I didn't have to worry about things and I could use it on every device. Computer use is good with it, everything like that. I feel comfortable using it on my machine, that it's not going to go haywire.