The Pomp Podcast

Ramez Naam is an investor at Planetary VC and a longtime clean energy and AI expert. In this conversation, we break down the energy bottleneck constraining AI growth — from gas turbines and batteries to floating ocean data centers and Elon's orbital data center ambitions. We also cover why bitcoin miners are pivoting to AI infrastructure, general vs. narrow superintelligence, and the data bottleneck reshaping AI training.
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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
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0:00 - Intro
1:03 - Why power is the real bottleneck for AI & solutions
7:35 - Elon's orbital data center thesis
11:17 - Cooling & maintenance challenges in space
15:06 - Panthalassa: floating ocean data centers
19:16 - Base Power & Texas deregulated grid
21:30 - Giga Energy: from bitcoin mining to AI infrastructure
22:44 - American Consolidated Electric & supple chain bottlenecks
24:58 - General vs. narrow superintelligence
33:02 - Where untapped data lives & building a data moat
36:47 - Token costs, open source models & model routing
41:53 - What is the mission Ramez is going after?

Stephanie Roth is the Chief Economist at Wolfe Research. In this conversation, we break down whether inflation has peaked, why tariffs, AI chip shortages, and the Iran war are driving short-term prices, and why consumers feel poor despite a resilient economy. We also cover trust in government data, incoming Fed chair Kevin Warsh, the 2026 IPO wave, and the bitcoin and gold debasement trade.
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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
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0:00 - Intro
1:03 - Has inflation peaked? Tariffs, AI & energy price drivers
5:14 - Why consumers feel poor despite a strong economy
7:43 - Can you trust government economic data?
13:54 - Housing affordability & why NYC rent hit an all-time high
17:43 - Return to office, commutes & worker productivity
21:37 - Kevin Warsh takes over the Fed — what's changed?
30:57 - Could the Fed cut rates to influence the 2026 election?
35:42 - The mega IPO wave & the AI bubble question
41:32 - What happened to the bitcoin & gold debasement trade?
43:00 - What keeps a chief economist up at night?

Geoff Woo is the co-founder and managing partner of Anti Fund and a co-founder of Ketone-IQ and Archive. In this conversation, we break down choke points and information asymmetry — how smart money hunts for bottlenecks in AI, semiconductors, tungsten, and power. We also cover defense tech, humanoid robots, biohacking, Trump's aura in the Oval Office, and where bitcoin fits into Geoff's portfolio after 13 years of holding.
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This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp See important disclosures at disclaimer.mogul.club.
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0:00 - Intro
1:00 - Why VCs are hunting for choke points in every industry
4:45 - Can OpenAI & Anthropic crush every AI startup?
13:40 - How Geoff uses AI daily & the tungsten choke point
17:43 - Investing across public & private markets
25:48 - The memory trade, CapEx & the power/fusion bet
33:07 - How top investors like Peter Thiel play every trend at once
35:03 - Inside Anti Fund's defense thesis
39:50 - AI, robots & the ethics of force
45:15 - The Waymo & teenagers story
52:18 - Facial recognition & the end of privacy
54:44 - Neuralink vs ultrasound brain-computer interfaces
57:05 - Biohacking, sleep & the future of longevity
1:06:33 - Gambling, hustle culture & internet fame
1:22:20 - Geoff's honest take on bitcoin
1:26:19 - Where to find Anti Fund

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.
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Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp  and use code POMP for 15% off.
====================
Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
====================
This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.
====================
Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
====================
0:00 - Intro
0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend
10:03 - Apple's Siri stumble & price hikes
14:50 - Using Grok in a Tesla
17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown
23:34 - Why Jordi is turning bullish on bitcoin 
29:55 - Tokenization, stablecoins & the AI-crypto nexus
33:33 - Michael Saylor's Bitcoin sale — does it matter?
38:02 - Where else Jordi is deploying capital
42:04 - Does the Iran war actually matter for markets?
45:00 - The new robotic hand demo that changed everything
50:18 - Jordi’s upcoming video

Kevin Clancy, better known as KFC, is one of the original voices of Barstool Sports and former host of KFC Radio. In this conversation, we break down how technology and AI are quietly reshaping everyday life — from self-driving cars, surveillance camera, Neuralink, humanoid robots, and AI catching medical mistakes doctors missed. We also get into the affordability crisis facing younger generations, the wild early days of Barstool, and why scarce assets like bitcoin and gold still matter in a world of abundance.
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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
=======================
0:00 - Intro
0:59 - Waymo "arrests" teens: the self-driving surveillance case
5:03 - Flock cameras, Ring cameras & the rise of constant surveillance
12:07 - Youth sports & the money behind it
19:10 - Body cams, cop shootings & the truth technology reveals
23:49 - The affordability crisis: housing, salaries & the American dream
33:56 - Kevin's path from Deloitte to Barstool
36:50 - Algorithms, authenticity & the death of discovery in podcasting
45:00 - AI catching what doctors missed & the rise of humanoid robots
53:08 - Neuralink, brain implants & joining the hive mind
1:00:46 - Psychedelics, ignorance as bliss & wanting to unplug
1:04:21 - The 2022 crash & envying the simple life
1:08:16 - Barstool's origin story
1:14:42 - Private equity, scarcity & the bitcoin "crazy uncle portfolio"