Podcast Alpha
@PodcastAlphaX
Signal. Not noise. Forensic breakdowns of the world’s most influential podcasts.
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가입 April 2026
608 팔로잉 중 16.7K 팬
Jordi Visser @jvisserlabs: he used Waze for two or three years before switching to Google Maps.
Then Waze had 1,700 clones by the next day.
On Anthony Pompliano's @APompliano show, Visser said that gap, years of user loyalty to one app, is gone. New AI models and assistants like Astra, Meta's Muse, and Grok now ship faster than people can evaluate them, so the old rule that the best app wins for years no longer holds. The one thing still hard to copy overnight, Visser said, is a user's accumulated memory and context inside the assistant they already use.
If a product's edge is a good model, its lifespan is weeks. If its edge is your history inside it, that lifespan resets to zero the moment you would have to start over somewhere else.
Podcast Alpha is tracking who actually owns the memory layer in the personal assistant race, subscribe for the coverage.
Source: Anthony Pompliano -
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The government did not stop calling recessions by accident.
Jordi Visser @jvisserlabs says it is a monopoly.
On Anthony Pompliano's @APompliano show, Visser pointed to two straight quarters of negative GDP growth that never got labeled a recession. His read: the people who define recession understand the market cannot absorb one for long, so a slowdown that would have counted a decade ago quietly stops counting. Add a monetary bazooka ready to fire at any real downturn, and Visser does not expect to see an 18-month recession again in his lifetime.
Two negative quarters only equals a recession if the people who track it are willing to say so.
Podcast Alpha tracks which macro rules still hold and which ones quietly stopped applying, subscribe for the next one.
Source: Anthony Pompliano -
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