The Pomp Podcast
00:49:26 · Anthony Pompliano, Jordi Visser
[00:49:26] S3: Because of the AI and cybersecurity concerns, do you have any cybersecurity stocks that you are buying or interested in? [00:49:33] S2: So I do not spend a ton of time on single companies with inside the space. If I wanted to say the only software company that I own is Palantir, and Palantir is becoming a much bigger position for me relative to the semi names because Palantir has outperformed so much. I've talked about Palantir in here, but this got into the sovereign AI thing. And if you go back from the day that Alex Karp spoke about the importance of sovereignty, AI sovereignty, and you go look at what Palantir has done since that day, you made a lot of money if you went out and bought Palantir. So I... That is kind of my theme on this. These names trade at such high multiples, and that means I really have to drill down and I have to get a sense. I think all the demand side is gonna be there, but if you ask me, do I believe that a lot of that demand is already built into the stock? There is no doubt that those names could go sideways for a year and a half, just like we've seen in the semiconductor names for the last four months while their earnings have grown. It can just be stuck in the mud.
00:50:34 · Anthony Pompliano, Jordi Visser
[00:50:34] S3: Alright. Before I let you go, I want you to think of, is there anything that you did with AI this week that is a little tip for everybody? While you're thinking, I'm gonna tell them one that, that I figured out. I used Grok bot, and I set up a bot, genealogist. And I basically sat then maybe fifteen minutes telling it, hey, here's my parents' names, my grandparents' names, here's family lore. I think that there's somebody named this that did this, blah blah blah. Go find as far back in my family lineage as possible. And I knew some detail. Like, I knew the town that my great grandfather comes from in Italy. I know this or that. But actually, you'd be surprised some stuff I don't know. [00:51:18] S2: Mhmm.
00:51:18 · Jordi Visser, Anthony Pompliano
[00:51:18] S2: Mhmm. [00:51:19] S3: Right? This thing was incredible. Marriage certificates, birth certificates, voter rolls, all all the, like, public stuff that you you almost expected to able to It started to identify where certain records were. So my family, one one part of my family comes from a place called Sulmona, Italy, which is... I don't know if you ever seen, like, a confetti candy, you know, like, alright. That's where I was invented. That's the only thing that the town is known for. But the records only go to, like, 1865 or something on the Internet. Past that, it is all, you know, written in books and stuff. It was crafting emails in Italian to email to the people in this town saying, can you go into the books and get this info? I said, dude, this thing is incredible. I would pay any amount of money Yep. For this tool. And then when you focus it on genealogy, I was like, you could do this for anything. So my one thing is if you're interested in your family's lineage, your genealogy, don't worry about all these websites. Just hook up a Grok, tell it you're a genealogist, go, and just tell as much information as you can, and, it's a nice little, weekend activity. Your turn. [00:52:28] S2: Only thing I'll I'll add, that was new this week, and this actually was from a direct thing that Matt said, your your producer. [00:52:39] S3: The boss.
00:52:39 · Anthony Pompliano, Jordi Visser
[00:52:39] S3: The boss. [00:52:41] S2: Yeah, so I started to, I have a lot of people that want shorter versions of my video, they wanted me to do YouTube shorts, they wanted me to do other types of videos, my family did as well. So I literally took my video from the weekend, and asked it to create shorts. I also uploaded a bunch of old videos that I'd done of my son skiing, and had it create a new video with all the little clips as The one video editing Incredible. It's incredible because I didn't have to do anything. I literally just uploaded the first video and said, can you find the most interesting clips? I wanna do these as YouTube shorts for the YouTube channel. That's the way it started, and that was from the suggestion of Matt, and it did it in a matter of minutes, like it was maybe six or seven minutes. I couldn't believe how good the selections were. But with my other videos and doing it from, like, family related things, this is where it became more interesting to me because the creativity that it has with, hey, here are six videos. Why don't you put these together in a way that makes it more interesting? If you wanna put some music into it, go... Like, anything along those lines, you'd be shocked at the ability to do it. [00:53:59] S3: What did you use to do it? Which platform? [00:54:02] S2: No, this is Grokbot. [00:54:03] S3: Grokbot, oh yeah. Yeah. [00:54:04] S2: Grokbot. That's what I mean is that historically, to do video editing, there were AI tools, but it was kind of a... Still a little bit of a hassle. With Grok, it was shocking how fast it was.
00:54:16 · Anthony Pompliano
[00:54:16] S3: Alright. I actually lied. I have one other one that the team the team will get mad. It's not as AI specific, but I do think this is very important. This week with Sylvia, we launched something called Sylvia Legacy. And, if you watch this podcast, I've had this conversation with a ton of friends that are married in the last three or four months as we've been thinking through this. Sit down with your loved one, spouse, friend, child, whatever, and say, if something unfortunate happened to me, do you know where our assets are, and could you actually get access to them? Some people, yes. Some couples or or, you know, families, there is an awareness across most people. Most of that is not true. Usually, somebody is responsible for the spending. Somebody is responsible for, you know, the investment assets. What we built is when you hook up all of your accounts into Sylvia's, you go to sylvia.com, you text your bank account, brokerage, crypto account, etcetera, you can now pick an individual, up to three of them Mhmm. And say, if I do not log back into Sylvia for some period of time, I want you to notify me. And so what I did is I chose my wife as my, Sylvia legacy person. I said, after sixty days, if I don't log in, I want you to send me an email and a text message. Send one the first week. If I don't respond, send me another one the next week. Send me another one the third week. If I do not respond or engage in any of those for three weeks straight, I want you to wait, think, seven or fourteen days. And then I want you to take all of the information in Sylvia's, all my accounts, my assets, where they are, etcetera. And I want you to deliver what we call financial package to her. So I'm in control of who's the recipient, what information she gets, etcetera. But then I had to make a decision. Do I include... So Sylvia allows you to choose just the assets, or do I include the chat history? Because we thought the fine control... Some people think the chat history is very
00:56:05 · Jordi Visser, Anthony Pompliano
[00:56:05] S2: personal. Mhmm. [00:56:06] S3: For me, I chose... I said include the chat history. Now part of it is I think she would be entertained by reading me talking to an an L. [00:56:12] S2: Yep. [00:56:13] S3: But two was that's really where the why is. What was I thinking when I bought this? What was I thinking about, you know, tax, but whatever? And so one, I genuinely believe that multiple people in a family, loved ones, etcetera, are knowing that they will get access at some point if somebody passes away or whatever is important. But two is, it started me thinking about the chat history has become this weird asset. It's kinda like families have scrapbooks, you know, all all these different, like, family based things. I talked to you just about the genealogy bot. Right? You're talking about the video editing. Like, what happens to all of your videos and all of your knowledge? How do you get that to loved ones? Mhmm. Chat history, not just of, you know, something like Sylvia where it's very attributable to the assets, but then like, well, what about me talking to Grokbot about the business? Should somebody get access to that stuff so they could hopefully, you know, transition the business or whatever? It's just a fascinating time that we're living through that, right? [00:57:11] S2: It is, and this is the point about when you get back to how few people are using the technology. I I I don't know what to say to people, it's just about how powerful it is. You're gonna get over the privacy issues at some point. [00:57:23] S3: 100%.