Jordie Visser on Why Bitcoin and AI Disruptors Excel by Eliminating Time Friction

Macro investor Jordie Visser joined Anthony Pompliano to discuss the convergence of artificial intelligence, financial markets, and digital assets, arguing that accelerating technological velocity is reshaping traditional business models. Visser pointed to emerging tech-native firms like Figure Technologies—which recently reported triple-digit revenue growth—as evidence that stripping out administrative friction from lending and asset originations yields massive efficiency gains. By leveraging automated systems, tokenization, and AI infrastructure, these disruptors are moving transactions at digital speeds, putting pressure on legacy financial institutions bound by human-speed bureaucracies.

Addressing current macroeconomic conditions, Visser noted that inflation data continues to surprise on the lower end despite persistent market anxieties. He suggested that productivity gains from early AI integration across industries are already introducing subtle disinflationary pressures. As AI agents and decentralized rails become increasingly interconnected, the velocity of transactions will continue to rise, enabling businesses to execute complex financial tasks in minutes rather than over typical 30-to-60-day settlement windows.

Concluding with a structural view on store-of-value assets, Visser framed Bitcoin as the prospective benchmark asset of the next decade. Unlike corporate entities or technology frameworks that face constant competition, multiple compression, and growth deceleration over time, Bitcoin's core protocol operates completely outside the constraints of time decay. Visser emphasized that as the modern economy spins faster, assets that do not rely on time-based earnings will ultimately prove to be the most resilient.