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The Pomp PodcastJuly 27, 2026

Wall Street's Top AI Bull Reveals the Real Bottleneck (It's Not Chips) | Dan Ives

1:06
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Anthony Pompliano
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Anthony Pompliano
July 27, 2026
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0:00 / 1:06
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Transcript

On the other side, like you've got cash and you want to yield, they've got something called Democratize Prime. It's earning up to 9% APY, paid hourly, and is backed by real world assets, not just token inflation. So whether you're trying to hold your Bitcoin long term or actually put capital to work, it's a pretty interesting setup. If you want to check it out, I've got a link in the description that you can go to, or you can go to figuremarkets.co/POMP. You know, the other thing I find pretty fascinating is there's these big bets on specialized workflows for general purpose models. And, you know, with Sylvia, we're making this massive bet on specialized workflows. But as we've built that product, what we realized is like the model is very important, but it's a lot of the proprietary technology you're building around it. It's, you know, agentic file systems, it's memory, it's, you know, even maybe like model routing is a pretty interesting idea. So Sierra, Brett Taylor's company, he's been talking about, I think they have an engineering blog that's out where they have something like 20 different models. And so for those that don't understand how this works, is when you ask a query on ChatGPT, they're routing it to some model that you've chosen on.

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Episode

The Pomp Podcast
Wall Street's Top AI Bull Reveals the Real Bottleneck (It's Not Chips) | Dan Ives
Host: Anthony Pompliano
Publisher: Anthony Pompliano