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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: https://t.co/OqqhzI9Zdl
Spotify: https://t.co/jICKC1DrYF
Apple: https://t.co/0eDh7s6qvI
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
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