The Man Who Owns 1% Of ALL Bitcoin
About This Episode
Anthony Pompliano joins the pod to discuss the mechanics of Bitcoin's price surge, Michael Saylor's aggressive corporate debt strategy, and the transition from business operator to capital allocator. The group explores 'Pomp's List' of high-growth companies to join for career leverage and identifies significant wealth-building opportunities in 'boring' infrastructure businesses like line striping and traffic equipment rental.
Episode Description
Show Notes
- 0:00Intro
- 00:25Bitcoin going up?
- 5:26Michael Saylor's bet-the-company, burn-the-boats strategy
- 14:18Pomp's take: genius or insane?
- 16:42Product manager to people manager to money manager
- 20:35Pomp's weird side businesses
- 28:51The truth about buying blue-collar businesses
- 30:01You can't put rocket fuel in a car
- 35:06The prolific ownership of Philip Anschutz
- 36:35Pomp's List: Startups You Should Work For
- 38:5810X reputation: Anduril or OpenAI
- 43:37Shaan interviews at Facebook
- 50:3510X Potential: Eight Sleep, Varda, Figure.ai, Traba, Placer.ai, Rainmaker, Galvanick
- 1:04:45How Pomp thinks about trade positions
- 1:10:28A simple thesis on Solana
- 1:11:22Being early on Andrew Tate
Check Out Shaan's Stuff
Check Out Sam's Stuff
Key Takeaways
Transition through the three levels of business: move from being a product manager (building things) to a people manager (scaling teams) to ultimately a money manager (allocating capital) like Warren Buffett or Michael Saylor.
Invest in 'dumb' infrastructure required by 'smart' technology: rather than competing in high-risk tech like autonomous driving, acquire high-margin businesses like road line painting that are legally mandated for those technologies to function safely.
Optimize your career for '10X reputation' by joining mid-stage companies (500-1500 employees) like OpenAI or Anduril where the risk is lower than a startup but the equity and resume value still have massive upside.
Business Ideas Mentioned
Acquiring and Scaling Line Striping Businesses
Boring Business
High-Margin Safety Equipment Rental
Boring Business
Captured Audience Ad Models for Events
Content & Media