I sat down with iConnections CEO @rbiscardi to break down how pensions, endowments, and sovereign wealth funds are thinking about AI, data centers, Anthropic, and the venture comeback. We also discuss what’s holding back institutional bitcoin adoption and whether private credit has real issues or not. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:29 - How institutional money is reacting to the midterms 4:44 - Texas data center slowdown 8:51 - SpaceX orbital data centers 12:02 - Anthropic, OpenAI & the venture comeback 19:45 - What institutions really think of bitcoin 23:32 - Regulation, custody & the Binance hack 27:08 - Is private credit fear overblown? 32:35 - Why institutions move slower 34:50 - TomorrowX Summit in Austin