This week @jvisserlabs breaks down the coming “bankpocalypse,” why AI agents will disrupt big tech, and whether AI models are becoming commoditized. We also discuss the bitcoin setup for Q4, crypto’s shift from contrarian to consensus trade on Wall Street, and how to separate signal from noise in the AI bubble debate. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - The “bankpocalypse” 5:20 - Can AI agents disrupt Amazon & the banks? 10:08 - Are AI models becoming commoditized? 20:40 - How do personal agents make money? 23:30 - Toll collectors: compute & crypto 28:16 - Bitcoin outlook & why patience pays 33:53 - Crypto & Wall Street: contrarian to consensus 38:46 - Bubble talk: signal vs noise 44:00 - Jordi’s 2027 crypto world tour