Valuetainment - June 12, 2026


“The Bitcoin Burrito” - Bitcoin vs AI： Where Should You Invest？


Episode Stats


Length

7 minutes

Words per minute

214.89

Word count

1,684

Sentence count

143

Harmful content

Toxicity

2

sentences flagged


Summary

Summaries generated with gmurro/bart-large-finetuned-filtered-spotify-podcast-summ .

Transcript

Transcript generated with Whisper (turbo).
Toxicity classifications generated with s-nlp/roberta_toxicity_classifier .
00:00:00.000 Bitcoin hitting $250,000, and Jason from All Insane,
00:00:04.160 take all your money away from crypto and put it into AI.
00:00:07.160 If you're in crypto, pivot to AI.
00:00:10.460 But look when he tweeted it.
00:00:11.840 Yes, in 2023.
00:00:13.120 2023.
00:00:13.640 Which, by the way, that's a pretty good pivot.
00:00:15.260 He nailed it.
00:00:16.380 People gave Jason Kalkanis a hard time.
00:00:19.120 People should have listened.
00:00:20.220 Maybe I should have listened to him.
00:00:21.540 If you were, no.
00:00:22.860 No, look, I've always believed that when I buy things,
00:00:26.540 I try really hard never to sell them.
00:00:28.560 And so there's nothing you're going to do to convince me to sell my Bitcoin.
00:00:32.840 But I did.
00:00:34.260 Maybe I'm a good example.
00:00:36.200 We built Sylvia, right?
00:00:37.460 We started to use the new technology.
00:00:39.280 I've always been industry agnostic, interested in technology, right?
00:00:43.260 Bitcoin was one technology.
00:00:44.820 We've got AI, et cetera.
00:00:46.440 But I do think that there's-
00:00:47.760 Are you more pro?
00:00:49.200 Are you more optimistic with Bitcoin today or AI?
00:00:52.280 I think that they actually reinforce each other.
00:00:54.680 And if you think about what does AI do?
00:00:56.380 AI is, from an offensive perspective, it's going to help companies go make money.
00:00:59.260 It's going to be abundance, right?
00:01:01.520 It's going to create a lot of stuff.
00:01:03.880 Bitcoin is all about scarcity.
00:01:05.160 So in a world of abundance, scarcity becomes more valuable.
00:01:07.640 I think that Bitcoin will still continue.
00:01:09.060 Let me ask the question a different way.
00:01:10.360 So I know you're running for office with Bitcoin, the way you gave the answer.
00:01:13.540 What is more likely to 10x faster?
00:01:16.520 Bitcoin, if I take a million dollars and I put it in Bitcoin or if I put it in AI,
00:01:21.860 what's more likely to 10x?
00:01:23.500 It depends what in AI, but AI for sure.
00:01:25.520 AI. Well, think about Bitcoin has gone, I mean, it's a trillion and a half dollar asset, right?
00:01:30.340 It lost $235 billion, the recent one that they had. It's down to 60, I don't know where it's at,
00:01:35.000 62K right now. If you had asked me, so in 2018, the bear market, that's when I first started
00:01:40.220 really going on television talking about it. And I used to think like, these people think I'm an
00:01:43.560 idiot, but I can't believe how easy this is going to be because the thing just fell 80%. 0.96
00:01:47.880 If you start talking about an asset after it's down 80%, the odds is, as long as it goes back 0.99
00:01:52.440 at an all-time high, you look like a genius, right? And so that's a very different story
00:01:56.480 than now when you're talking about when it's $60,000. And so I think that Bitcoin, just given
00:02:00.340 the size, the volatility is compressing. The asymmetric returns
00:02:04.400 that used to be there are very different. Now, go look at gold. I don't think that there's
00:02:08.360 a lot of folks buying gold because they think it's going to 10x in two years. Instead, they're buying gold
00:02:12.260 because they're like, the government's never going to stop printing money. It's going to continue to appreciate.
00:02:15.680 That's really, in my mind, Bitcoin is kind of gold, but a better return over the next decade or so.
00:02:20.380 The AI stuff, though, is creation from scratch.
00:02:24.540 So my investing framework is when you create something from scratch, that is where asymmetry lies.
00:02:29.480 Bitcoin got created from scratch.
00:02:31.080 It became very valuable.
00:02:32.240 Asymmetry.
00:02:33.320 AI today, we're starting at zero.
00:02:35.560 We're not going to go create it.
00:02:36.560 There's going to be a lot of asymmetry.
00:02:38.020 But at some point, AI will hit enough mass adoption where it becomes still very attractive.
00:02:42.560 It's just not going to be 10x in two years.
00:02:44.780 And I think that Bitcoin is already there.
00:02:46.140 And gold at some point will get there, too.
00:02:47.360 Tom, where am I at right now?
00:02:51.080 I'll answer that question where I'm at right now.
00:02:53.220 I see investing right now as a as a burrito and I'm putting a burrito.
00:03:00.820 No, I'm no, I'm I'm I have I have AI stocks and AI blend.
00:03:07.320 But then I also have guacamole.
00:03:08.860 I'm still buying Bitcoin.
00:03:10.720 I'm not buying a ton of Bitcoin.
00:03:12.180 You're hungry, Tom.
00:03:13.080 But I'm not.
00:03:14.020 I bought Bitcoin earlier this week.
00:03:16.220 Yeah.
00:03:16.440 I'm like low 60s. And so is there a little dollar cost averaging? Yeah. I'm not heavy Bitcoin by any means whatsoever, but I bought some because I believe that this is just where it is. Now, am I out there with the Bitcoin bulls and half of what I have? No, no, I'm not. But I'm still there. And I don't think AI and Bitcoin are mutually exclusive. And you already heard what I would say here.
00:03:41.540 And actually, you guys have kind of convinced me.
00:03:43.860 Remember, I was sheepishly 25% when I said open AI.
00:03:47.960 I'm probably not.
00:03:49.340 And I like the analysis that we heard here.
00:03:52.400 Okay, so you're not going to be going into open AI.
00:03:55.340 After what I heard here, and I'm going to go back and read more, especially around Fable 5.
00:04:01.340 But if it's truly just a step and it's not the big, you know, hey, I got you.
00:04:05.800 Because they've been playing leapfrog.
00:04:07.240 All the AI guys are playing leapfrog.
00:04:09.260 Who was faster?
00:04:10.220 And it was definitive.
00:04:11.060 It was very clear, like Opus 4.7.
00:04:13.620 It was very clear.
00:04:15.660 And then, you know, 5.5.
00:04:18.620 That was very clear.
00:04:19.880 This is not clear.
00:04:21.980 Yeah, absolutely.
00:04:22.920 I would go AI right now because, you know, it's a clear, easy to explain reason for what it's going to do for society, the value add.
00:04:32.000 And it's not just one thing that you could invest in AI with.
00:04:35.320 It's not just like it's Anthropic or it's NVIDIA, but it's the inputs that go into it.
00:04:40.000 Like, I can't tell you how many people I speak to that are, like, making boatloads of money just from the inputs that go into the data centers.
00:04:45.460 Like, you know, like whether it's HVAC people doing the certain parts of the data centers that go into AI.
00:04:49.840 So it's like this whole initiative by the government that, you know, hundreds of billions of dollars are getting pumped into that are feeding the AI.
00:04:56.700 Because, you know, it's an arms race when it really comes down to it.
00:04:58.740 So whatever the government is trying to, you know, put a strategic initiative towards and pumping money into, you know, that's, you know, it's like the wind blowing at your back.
00:05:05.660 So why fight that?
00:05:07.320 Right?
00:05:07.820 Yeah, makes sense.
00:05:08.400 By the way, Autopilot, one of the things Autopilot has, which, Pop, you remember we talked about Autopilot, I think, the first time you were on here.
00:05:15.760 One of the Autopilots they have right now is called the White House Asset Management, whatever they have.
00:05:21.460 I don't know if you participated in that one or not.
00:05:23.720 It's heavy on quantum right now.
00:05:24.740 It is.
00:05:25.260 And then there's another one that says AI World War III portfolio.
00:05:29.760 They have the best.
00:05:30.840 They have Inverse Kramer, Jim Simons, Pelosi tracker, all of it, right, for you to pick and choose from.
00:05:34.960 It's interesting to see, you know, if the government portfolio is going to do good with things that they have,
00:05:42.340 because they're investing into those things right now.
00:05:45.880 It'll be interesting.
00:05:46.780 It'll be interesting to see where it goes.
00:05:48.020 38% of you guys are business owners.
00:05:50.040 If you're a business owner, this is by far the worst season to go through it by yourself.
00:05:54.220 So Vault Conference, if you haven't yet registered, Rob, you may want to play this clip.
00:05:59.080 Every one of us is one relationship away from taking our lives and our business to the next level.
00:06:03.540 I want you to hear the story about what a friend of Elon Musk ended up doing just because of becoming friends with him.
00:06:08.780 Go ahead, Rob.
00:06:09.780 Have you heard about Elon Musk's friend named Antonio Gracios, who allegedly they made in the mid-90s networking.
00:06:14.700 They became friends.
00:06:15.760 And he lent Elon a million dollars, which somehow, someway ends up owning 7.3% of SpaceX.
00:06:22.040 That million dollars today, according to Entrepreneur Magazine, could be worth between $100 billion to $150 billion,
00:06:28.960 making them top 50 richest men in the world.
00:06:31.400 So how did this happen?
00:06:32.500 Every one of us, if you're watching this, you are one contact, one relationship away from changing your business, changing your life.
00:06:38.620 How do you do it?
00:06:39.520 You've got to put yourself out there.
00:06:40.800 If you're not, the way I did it is by going to four to ten business conferences every year.
00:06:44.960 Once a year, we host an event called the Vol Conference.
00:06:47.520 This year, we're doing it at the MGM Grand Arena, August 31st to September 3rd.
00:06:51.820 12,000 people will be attending this event if you haven't yet registered.
00:06:56.580 Your Antonio may be at that event.
00:06:58.620 Click on the link above or below.
00:07:00.080 Get registered.
00:07:00.680 We'll see you there.
00:07:01.780 Again, bring your business partners.
00:07:03.600 A lot of people are bringing their employees.
00:07:05.140 Every year, they're bringing somebody new.
00:07:06.900 If anybody that comes in, they typically bring back 5, 10, 15 people the next year with them.
00:07:10.860 I think one of the companies from France, if I'm not mistaken, is bringing 500 people to the event, to the Vol Conference.
00:07:17.460 But Logan Paul will be there to talk about how to create content and get noisy at a time like this.
00:07:21.500 He's always in the marketplace talking about it.
00:07:23.520 I know he's got a torn triceps, but even that makes it in the news.
00:07:26.200 Stephen Bartlett, fastest-growing podcast in the world from Diary of his CEO.
00:07:29.760 He'll be there.
00:07:30.700 Jerry Rice and Joe Montana will be sitting down with me to talk about how to find running mates.
00:07:35.240 And last but not least, Dan Martel, the great Dan Martel, will talk about how to use AI, multiple eight-figure exits, author of Buy Back Your Time.
00:07:43.520 They will be at the conference as well.
00:07:44.740 If you enjoyed this video, you want to watch more videos like this, click here.
00:07:47.440 And if you want to watch the entire podcast, click here.