Should You Invest In SpaceX IPO, Elon Musk, Bitcoin or AI? | Jordi Visser

— SpaceX IPO valuation and dual nature as both space/infrastructure and AI company; Elon Musk's competitive advantage in building data centers faster than competitors via vertical integration and engineering excellence.

— Critical minerals and supply chain bottlenecks (copper, silver, indium phosphate) required for AI buildout; China controls key materials, creating geopolitical friction that may slow infrastructure expansion.

— AI model commoditization and token cost dynamics; subsidized pricing by OpenAI and Anthropic below actual production cost; demand for cheaper alternatives (DeepSeek, open-source models) creating deflationary pressure on revenue.

— Talent migration and leadership shifts in AI firms; prediction that Sam Altman may not lead OpenAI within a year; Anthropic gaining momentum in coding and talent attraction.

— Physical infrastructure, humanoids, and robotics as critical future bottleneck; Jeff Bezos' Prometheus manufacturing venture targeting 10x efficiency gains via AI-driven hardware development.

— New York Knicks playoff experience as analogy for irreplaceable real-world value and blockchain utility; commemorative tickets selling for $300+ on eBay highlighting scarcity and authenticity concerns in AI-deepfake world.

— Monitor physical commodity bottlenecks (silver, copper, indium phosphate) as constraint on AI infrastructure deployment; position in materials and energy infrastructure rather than expensive AI software stocks during mid-cycle slowdown.

— Prepare for model commoditization and tiered pricing; expect companies to shift to cheaper inference models for commodity tasks and reserve expensive models for high-value enterprise use cases; monitor hyperscaler margins.

— Skills development in AI-native roles is critical; traditional silos and majors are obsolete; proficiency with AI tools (Claude, ChatGPT for real-time problem solving) is table stakes for future employment.