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AI Acceleration, Software Repricing, and Bitcoin’s Structural Crossroads

AI Acceleration, Software Repricing, and Bitcoin’s Structural Crossroads

The February 15, 2026 episode of the Jordi Visser Podcast features Jordi arguing that AI has entered a recursive self-improvement phase that is structurally undermining SaaS, hyperscalers, and overowned growth equities.

AI Agents, Labor Disruption, and Machine-Mediated Money

AI Agents, Labor Disruption, and Machine-Mediated Money

The February 07, 2026 episode of the Unchained Pod features Michael Casey and David Mattin arguing that agentic AI will reshape work faster than institutions can adapt, with early effects already visible in entry-level knowledge roles.

AI Capital Cycles, Bitcoin Volatility, and Quantum Risk

AI Capital Cycles, Bitcoin Volatility, and Quantum Risk

The February 07, 2026 episode of the ARK Invest podcast features Cathie Wood arguing that recent market turmoil reflects misinterpretation of AI capital spending, Bitcoin’s volatility relative to gold, and tightening liquidity conditions.

Bitcoin, Software Repricing, and the AI-Driven Market Rotation

Bitcoin, Software Repricing, and the AI-Driven Market Rotation

The February 07, 2026 episode of the Anthony Pompliano Podcast features Jordi Visser arguing that Bitcoin’s recent drawdown reflects a broader repricing of software and long-duration assets rather than a collapse in Bitcoin’s core thesis.

AI Deflation, Open Source Competition, and Bitcoin Under Stress

AI Deflation, Open Source Competition, and Bitcoin Under Stress

The January 29, 2026 episode of the Moonshots podcast features Cathie Wood arguing that converging AI-era technologies could push global real GDP growth toward 7% through 2030.

AI Infrastructure, Power Constraints, and the Next Global Race

AI Infrastructure, Power Constraints, and the Next Global Race

The January 27, 2026 episode of the Peter H. Diamandis Podcast features the Moonshot panel looking at Davos 2026 and examining how artificial intelligence has moved from a sectoral technology to a system-shaping force.

AI Capex Boom Meets Bitcoin and Tokenization

AI Capex Boom Meets Bitcoin and Tokenization

The January 23, 2026 episode of ARK Invest features Cathie Wood explaining why converging innovation platforms could drive an extended AI-led capital spending cycle and a step-change in productivity.