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01 Iverson in the playoffs / 1.35 points per possession in transition (103 poss) best transition efficiency since 14: 19 Kawhi 1.3 (125) 20 Bron 1.25 (119) 18 Bron 1.2 (104) 19 Giannis 1.18 (104) 22 Giannis 1.17 (104) 16 Bron 1.16 (108) 17 Bron 1.14 (126)

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𝐹𝑟𝑎𝑛𝑐𝑖𝑠𝑡𝑒𝑛

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19,092 просмотров • 2 месяцев назад •via X (Twitter)

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Engineers need to communicate effectively when building AI Systems. These terms will help you use a shared vocabulary. This is useful when discussing concepts, reading papers, or collaborating with teammates. Listed in order. 00:00 Agenda 00:28 1. Large Language Model 01:28 2. Tokenization 02:53 3. Vectorization 04:15 4. Attention 07:22 5. Self-Supervised Learning 12:07 6. Transformer 14:32 7. Fine-tuning 17:05 8. Few-shot Prompting 18:11 9. Retrieval Augmented Generation 20:33 10. Vector Database 23:03 11. Model Context Protocol 25:43 12. Context Engineering 28:17 13. Agents 29:19 14. Reinforcement Learning 34:42 15. Chain of Thought 35:55 16. Reasoning Models 36:36 17. Multi-modal Models 38:21 18. Small Language Models 40:24 19. Distillation 41:47 20. Quantization If you are a software engineer looking to transition to AI, click the link below. AI Engineering Course: #AI #SoftwareEngineering #Agents
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Engineers need to communicate effectively when building AI Systems. These terms will help you use a shared vocabulary. This is useful when discussing concepts, reading papers, or collaborating with teammates. Listed in order. 00:00 Agenda 00:28 1. Large Language Model 01:28 2. Tokenization 02:53 3. Vectorization 04:15 4. Attention 07:22 5. Self-Supervised Learning 12:07 6. Transformer 14:32 7. Fine-tuning 17:05 8. Few-shot Prompting 18:11 9. Retrieval Augmented Generation 20:33 10. Vector Database 23:03 11. Model Context Protocol 25:43 12. Context Engineering 28:17 13. Agents 29:19 14. Reinforcement Learning 34:42 15. Chain of Thought 35:55 16. Reasoning Models 36:36 17. Multi-modal Models 38:21 18. Small Language Models 40:24 19. Distillation 41:47 20. Quantization If you are a software engineer looking to transition to AI, click the link below. AI Engineering Course: #AI #SoftwareEngineering #Agents

Gaurav Sen

80,115 просмотров • 10 месяцев назад

Iowa State’s Best Sets From The ‘25-‘26 College Basketball Season 1. 77 Shuffle 2. Weave Knicks 3. Stack Out Step Up Strong Exit 4. 77 5. Stack Out Chin PnR 6. Step Up Veer Stagger Away 7. Elbow Cross STS 8. Away Curl Empty Spain 9. Pop Cross 10. Ram Empty Chest 11. Horns Slip Strong Exit 12. Horns Elbow Down Over Zoom 13. Horns Elbow Empty Flare 14. Down Punch Logo PnR 15. Pop Over Shuffle STS 16. Iverson Elbow PnR 17. Pop Over Stagger Away Twirl 18. Elbow Peja 19. Horns Elbow Over Down Away 20. Step Up Veer Wide 21. Elbow Flex 22. Iverson Elbow Duck In 23. Pop Over Double Zoom
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Iowa State’s Best Sets From The ‘25-‘26 College Basketball Season 1. 77 Shuffle 2. Weave Knicks 3. Stack Out Step Up Strong Exit 4. 77 5. Stack Out Chin PnR 6. Step Up Veer Stagger Away 7. Elbow Cross STS 8. Away Curl Empty Spain 9. Pop Cross 10. Ram Empty Chest 11. Horns Slip Strong Exit 12. Horns Elbow Down Over Zoom 13. Horns Elbow Empty Flare 14. Down Punch Logo PnR 15. Pop Over Shuffle STS 16. Iverson Elbow PnR 17. Pop Over Stagger Away Twirl 18. Elbow Peja 19. Horns Elbow Over Down Away 20. Step Up Veer Wide 21. Elbow Flex 22. Iverson Elbow Duck In 23. Pop Over Double Zoom

Sam Dailey

20,578 просмотров • 2 месяцев назад

We lost ~20% of the global oil supply. Prices haven’t fully reacted. Why? Because the shock hasn’t reached you… yet. Here’s the “air pocket” effect most people are missing. Rory Johnston Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:26 – Why $115 Brent Is Still "Too Low" 02:28 – "Detonation In Spacetime" 03:27 – Trump’s Failed Strike Plan 05:17 – Intraday Chaos 06:46 – Largest Supply Shock In History 08:04 – The Hormuz Deficit 09:09 – COVID-level Demand Destruction 10:29 – Rerouting: The Saudi Pipeline 12:14 – SPR Release Offset 13:22 – Removing Sanctions On Water Oil 14:52 – Current Offsets Are Temporary 16:06 – Houthis: Red Sea Risk 17:12 – Tracking The Global Shockwave 18:53 – When Empty Pipelines Hit You 20:19 – The US-Canada Oil Relationship 22:18 – Can't Turn Off Refineries 24:50 – Asia's Jet Fuel & Diesel Epicenter 27:38 – Sponsor: Nexo 28:17 – Beijing’s Export Ban 30:59 – US Squeezing China 32:40 – Force Majeure: The Qatari Crater 34:37 – Gas Field Escalations 35:52 – Iran’s "Game-end" Targets 37:19 – $2M Per Tanker 39:29 – Two Tankers a Day 41:22 – The Danger of Forced Shut-ins 43:08 – Four Months To Restore Production 45:03 – A Crisis Of Lost Time & Bad Faith 46:31 – How To Navigate These Currents 48:44 – Unwinding a Crisis With No Roadmap 50:53 – Helium & Chip Supply Chain Threats 51:34 – Wrap-up
53:02

We lost ~20% of the global oil supply. Prices haven’t fully reacted. Why? Because the shock hasn’t reached you… yet. Here’s the “air pocket” effect most people are missing. Rory Johnston Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:26 – Why $115 Brent Is Still "Too Low" 02:28 – "Detonation In Spacetime" 03:27 – Trump’s Failed Strike Plan 05:17 – Intraday Chaos 06:46 – Largest Supply Shock In History 08:04 – The Hormuz Deficit 09:09 – COVID-level Demand Destruction 10:29 – Rerouting: The Saudi Pipeline 12:14 – SPR Release Offset 13:22 – Removing Sanctions On Water Oil 14:52 – Current Offsets Are Temporary 16:06 – Houthis: Red Sea Risk 17:12 – Tracking The Global Shockwave 18:53 – When Empty Pipelines Hit You 20:19 – The US-Canada Oil Relationship 22:18 – Can't Turn Off Refineries 24:50 – Asia's Jet Fuel & Diesel Epicenter 27:38 – Sponsor: Nexo 28:17 – Beijing’s Export Ban 30:59 – US Squeezing China 32:40 – Force Majeure: The Qatari Crater 34:37 – Gas Field Escalations 35:52 – Iran’s "Game-end" Targets 37:19 – $2M Per Tanker 39:29 – Two Tankers a Day 41:22 – The Danger of Forced Shut-ins 43:08 – Four Months To Restore Production 45:03 – A Crisis Of Lost Time & Bad Faith 46:31 – How To Navigate These Currents 48:44 – Unwinding a Crisis With No Roadmap 50:53 – Helium & Chip Supply Chain Threats 51:34 – Wrap-up

Milk Road Macro

27,433 просмотров • 4 месяцев назад

🚨Episode #6 is now available on all major podcast platforms In this episode, I am joined by Bob Knakal | NYC Investment Sales , the top sales broker selling investment properties in New York City since 1984. It’s generally accepted that Bob has brokered the sale of more properties, 2,252 & $21 billion to be exact, in New York City than any individual agent EVER. Tune in to this episode to hear Bob’s serendipitous start to a 30-year partnership, what life was like in the first couple of years of brokerage, and learn from Bob the numerous tips to be successful in the commercial real estate market. Show Notes [01:11] – Introduction to Bob Knakal [04:36] – The Benefits of Being Active on Social Media [09:52] – Bob’s Typical Week & Day-to-Day [15:49] – Selling Buildings is Not Just a Career, it’s a Hobby [21:19] – Growing up in a Small Town [32:00] – Getting into Brokerage [45:18] – The Massey Knakal Catalyst [49:00] – Value Proposition, Inflection Points, and Almost Going Bankrupt [01:02:00] – The Process of Selling a Business & The Psychology Behind It [01:14:00] – Making the Transition to a Company [01:15:45] – Mentorship, Mindset, and the Characteristics that Increase the Probability Success [01:30:00] – What’s going on in the market today? [01:40:22] – Advice/Resources for Listeners
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🚨Episode #6 is now available on all major podcast platforms In this episode, I am joined by Bob Knakal | NYC Investment Sales , the top sales broker selling investment properties in New York City since 1984. It’s generally accepted that Bob has brokered the sale of more properties, 2,252 & $21 billion to be exact, in New York City than any individual agent EVER. Tune in to this episode to hear Bob’s serendipitous start to a 30-year partnership, what life was like in the first couple of years of brokerage, and learn from Bob the numerous tips to be successful in the commercial real estate market. Show Notes [01:11] – Introduction to Bob Knakal [04:36] – The Benefits of Being Active on Social Media [09:52] – Bob’s Typical Week & Day-to-Day [15:49] – Selling Buildings is Not Just a Career, it’s a Hobby [21:19] – Growing up in a Small Town [32:00] – Getting into Brokerage [45:18] – The Massey Knakal Catalyst [49:00] – Value Proposition, Inflection Points, and Almost Going Bankrupt [01:02:00] – The Process of Selling a Business & The Psychology Behind It [01:14:00] – Making the Transition to a Company [01:15:45] – Mentorship, Mindset, and the Characteristics that Increase the Probability Success [01:30:00] – What’s going on in the market today? [01:40:22] – Advice/Resources for Listeners

KyleMatthewsCEO

14,808 просмотров • 2 лет назад

How to build long-horizon AI agents: behavior specs, ontologies, process supervision - my conversation with Mitchell Troyanovsky, co-founder of Basis 01:09 Why Everyone at Basis Was Whispering to AI when Stephanie Palazzolo walked in 04:12 Accounting as "an Intelligence Over the Economy" 06:11 What Makes an Agent Truly Long-Horizon 08:24 Inside an Autonomous, Multi-Day Tax Return 10:19 Agents That Hand Off Like Senior Engineers 11:17 A Brief History of Agents: From ReAct to Today 12:33 Why LLMs Have No Long-Term Memory 14:13 Why AutoGPT Didn't Live Up to Its Promise 15:51 The Three Breakthroughs: Opus 3, o1, o3 17:07 Why Reasoning Models Unlocked Agents 18:23 "Let's Verify Step by Step": The Road Not Taken 20:32 Pushing Back on the METR Chart 22:09 Why Coding Agents Won First 25:14 Why Real-World Agents Are Harder 26:55 How Accountants Verify Non-Deterministic Work 29:18 You Can't Scale Tax Returns Like Math 33:16 100 Evals Pass - So What? 35:53 Right Answer, Wrong Process 36:37 Behavior Specs, Explained 39:58 How Specific Should Behaviors Be? 42:18 Context Is Runtime Training Data 44:21 Who Judges the Judge? 46:45 The Move 37 Objection 50:02 The Magic Box Mental Model 52:41 "Nothing Has Changed Since o3" 54:56 Open-Sourcing Behavior Specs with Ankur Goyal Braintrust 59:45 Ontologies: A World for Agents to Live In 01:04:20 Documentation as Codebase 01:06:33 Why the Founding Fathers Were Context Engineers 01:09:05 Onboarding 300 Brilliant Alien Employees 01:11:10 Self-Improving Agent Systems 01:12:50 The Context Mistake Agent Builders Make 01:14:29 RL on Behavior Adherence 01:17:01 Will the Bitter Lesson Swallow the Harness 01:18:46 "Technical Moats Are Not Real Moats" 01:21:03 Advice for AI Builders
1:22:51

How to build long-horizon AI agents: behavior specs, ontologies, process supervision - my conversation with Mitchell Troyanovsky, co-founder of Basis 01:09 Why Everyone at Basis Was Whispering to AI when Stephanie Palazzolo walked in 04:12 Accounting as "an Intelligence Over the Economy" 06:11 What Makes an Agent Truly Long-Horizon 08:24 Inside an Autonomous, Multi-Day Tax Return 10:19 Agents That Hand Off Like Senior Engineers 11:17 A Brief History of Agents: From ReAct to Today 12:33 Why LLMs Have No Long-Term Memory 14:13 Why AutoGPT Didn't Live Up to Its Promise 15:51 The Three Breakthroughs: Opus 3, o1, o3 17:07 Why Reasoning Models Unlocked Agents 18:23 "Let's Verify Step by Step": The Road Not Taken 20:32 Pushing Back on the METR Chart 22:09 Why Coding Agents Won First 25:14 Why Real-World Agents Are Harder 26:55 How Accountants Verify Non-Deterministic Work 29:18 You Can't Scale Tax Returns Like Math 33:16 100 Evals Pass - So What? 35:53 Right Answer, Wrong Process 36:37 Behavior Specs, Explained 39:58 How Specific Should Behaviors Be? 42:18 Context Is Runtime Training Data 44:21 Who Judges the Judge? 46:45 The Move 37 Objection 50:02 The Magic Box Mental Model 52:41 "Nothing Has Changed Since o3" 54:56 Open-Sourcing Behavior Specs with Ankur Goyal Braintrust 59:45 Ontologies: A World for Agents to Live In 01:04:20 Documentation as Codebase 01:06:33 Why the Founding Fathers Were Context Engineers 01:09:05 Onboarding 300 Brilliant Alien Employees 01:11:10 Self-Improving Agent Systems 01:12:50 The Context Mistake Agent Builders Make 01:14:29 RL on Behavior Adherence 01:17:01 Will the Bitter Lesson Swallow the Harness 01:18:46 "Technical Moats Are Not Real Moats" 01:21:03 Advice for AI Builders

Matt Turck

20,496 просмотров • 5 дней назад

Here's my recent talk at Sui Basecamp in Dubai—Enjoy! 00:00 - PALvatar introduces the episode 01:04 - Reframing the macro fear narrative 01:26 - The Everything Code and liquidity 01:51 - Debt cycles and macro structure 02:10 - Demographics, debt, and GDP 02:38 - Aging populations and GDP drag 03:00 - Liquidity as the real driver 03:25 - Fed balance sheet to total liquidity 03:50 - M2 and asset correlations 04:23 - Why the rich get richer 04:47 - Global tax via currency debasement 05:21 - Crypto as a generational opportunity 05:48 - Banana zones and BTC decoupling 06:13 - Bitcoin log regression and upside 06:37 - 850K $BTC and market cycles 06:56 - Debasement and asset returns 07:19 - Liquidity vs. traditional returns 07:48 - Why tech and crypto matter 08:10 - Bitcoin vs Nasdaq performance 08:38 - Crypto: best asset in history 09:03 - The "Don’t F*ck This Up" thesis 09:38 - Liquidity and the macro setup 09:58 - Volatility is the price for returns 10:31 - Tariffs, rates, and market lag 11:01 - Economic surprises and liquidity 11:37 - 2017 tariffs and liquidity boost 12:01 - Twitter narratives vs macro truth 12:24 - What assets lead market cycles 12:51 - Inventory buildup and Q1 GDP 13:12 - Philly Fed confirms thesis 13:31 - ISM and forward outlook 14:00 - #Bitcoin and DeMark analysis 14:21 - Trump cycle deja vu 14:38 - My Bitcoin trading mistake 14:57 - Dollar strength and the Trump pivot 15:16 - Why the dollar isn’t over 15:36 - A weak dollar lifts global growth 15:56 - The 2017 breakout comparison 16:18 - One of the best setups ever 16:40 - Global M2 and debt cycle 17:03 - Basel IV and monetary creation 17:25 - Liquidity cycles repeat 17:45 - Debt refi cycles and patterns 18:06 - Liquidity leads Bitcoin 18:29 - Banana Zone phases 18:50 - Global M2 vs BTC chart 19:09 - Breakouts and corrections 19:29 - The voodoo chart: M2 + BTC 19:50 - One-way street ahead 20:08 - China, the dollar, and liquidity 20:31 - Central banks printing 20:50 - Liquidity surge from all angles 21:14 - Correlation with BTC and Nasdaq 21:39 - The Everything Code plays out 22:03 - Business cycle and crypto 22:32 - Bitcoin and ISM outlook 22:54 - Bitcoin at 450K? 23:21 - Altseason and business cycle 23:48 - Earnings, spending, and risk 24:16 - Altcoins = risk curve 24:40 - ISM >50 = big signal 25:06 - Everyone's fearful at the bottom 25:35 - Bearish sentiment at extremes 26:03 - Institutions still not in 26:29 - Indicators signal reversals 26:56 - Bitcoin corrections are normal 27:18 - The 2017 rollercoaster 27:42 - Technicals: #Solana & $SUI 28:00 - Sui charts breaking out 28:28 - Sui vs $SOL: faster horse 28:50 - $DEEP: top performer 29:16 - Ecosystem growth & excitement 29:45 - Market reacting to the vision 30:07 - Follow liquidity, not noise 30:27 - RSI and breakouts 30:47 - Liquidity patterns repeat 31:13 - We are in the Banana Zone 31:30 - No cycle top in sight 31:56 - This is just the beginning 32:19 - Banana Zone map 32:44 - Final advice: don’t mess this up 33:08 - Cycle could run into Q2 2026 33:39 - Stick to the program and DFTU
34:04

Here's my recent talk at Sui Basecamp in Dubai—Enjoy! 00:00 - PALvatar introduces the episode 01:04 - Reframing the macro fear narrative 01:26 - The Everything Code and liquidity 01:51 - Debt cycles and macro structure 02:10 - Demographics, debt, and GDP 02:38 - Aging populations and GDP drag 03:00 - Liquidity as the real driver 03:25 - Fed balance sheet to total liquidity 03:50 - M2 and asset correlations 04:23 - Why the rich get richer 04:47 - Global tax via currency debasement 05:21 - Crypto as a generational opportunity 05:48 - Banana zones and BTC decoupling 06:13 - Bitcoin log regression and upside 06:37 - 850K $BTC and market cycles 06:56 - Debasement and asset returns 07:19 - Liquidity vs. traditional returns 07:48 - Why tech and crypto matter 08:10 - Bitcoin vs Nasdaq performance 08:38 - Crypto: best asset in history 09:03 - The "Don’t F*ck This Up" thesis 09:38 - Liquidity and the macro setup 09:58 - Volatility is the price for returns 10:31 - Tariffs, rates, and market lag 11:01 - Economic surprises and liquidity 11:37 - 2017 tariffs and liquidity boost 12:01 - Twitter narratives vs macro truth 12:24 - What assets lead market cycles 12:51 - Inventory buildup and Q1 GDP 13:12 - Philly Fed confirms thesis 13:31 - ISM and forward outlook 14:00 - #Bitcoin and DeMark analysis 14:21 - Trump cycle deja vu 14:38 - My Bitcoin trading mistake 14:57 - Dollar strength and the Trump pivot 15:16 - Why the dollar isn’t over 15:36 - A weak dollar lifts global growth 15:56 - The 2017 breakout comparison 16:18 - One of the best setups ever 16:40 - Global M2 and debt cycle 17:03 - Basel IV and monetary creation 17:25 - Liquidity cycles repeat 17:45 - Debt refi cycles and patterns 18:06 - Liquidity leads Bitcoin 18:29 - Banana Zone phases 18:50 - Global M2 vs BTC chart 19:09 - Breakouts and corrections 19:29 - The voodoo chart: M2 + BTC 19:50 - One-way street ahead 20:08 - China, the dollar, and liquidity 20:31 - Central banks printing 20:50 - Liquidity surge from all angles 21:14 - Correlation with BTC and Nasdaq 21:39 - The Everything Code plays out 22:03 - Business cycle and crypto 22:32 - Bitcoin and ISM outlook 22:54 - Bitcoin at 450K? 23:21 - Altseason and business cycle 23:48 - Earnings, spending, and risk 24:16 - Altcoins = risk curve 24:40 - ISM >50 = big signal 25:06 - Everyone's fearful at the bottom 25:35 - Bearish sentiment at extremes 26:03 - Institutions still not in 26:29 - Indicators signal reversals 26:56 - Bitcoin corrections are normal 27:18 - The 2017 rollercoaster 27:42 - Technicals: #Solana & $SUI 28:00 - Sui charts breaking out 28:28 - Sui vs $SOL: faster horse 28:50 - $DEEP: top performer 29:16 - Ecosystem growth & excitement 29:45 - Market reacting to the vision 30:07 - Follow liquidity, not noise 30:27 - RSI and breakouts 30:47 - Liquidity patterns repeat 31:13 - We are in the Banana Zone 31:30 - No cycle top in sight 31:56 - This is just the beginning 32:19 - Banana Zone map 32:44 - Final advice: don’t mess this up 33:08 - Cycle could run into Q2 2026 33:39 - Stick to the program and DFTU

Raoul Pal

533,987 просмотров • 1 год назад

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TOP 30 Teams - Most Games Played in 2025 1. 🇨🇳 Bilibili Gaming - 189 2. 🇰🇷 T1 - 187 3. 🇨🇳 Anyone's Legend - 186 4. 🇨🇳 Top Esports - 183 5. 🇰🇷 Hanwha Life Esports - 169 6. 🇰🇷 Gen.G - 167 7. 🇨🇳 JD Gaming - 164 8. 🇰🇷 Dplus KIA - 163 9. 🇨🇳 Weibo Gaming - 160 10. 🇰🇷 BNK FEARX Youth - 154 11. 🇨🇳 Invictus Gaming - 150 12. 🇰🇷 T1 Esports Academy - 148 13. 🇰🇷 Nongshim RedForce - 144 14. 🇰🇷 DRX Challengers - 141 15. 🇨🇳 Team WE - 141 16. 🇰🇷 DN Freecs Challengers - 139 17. 🇰🇷 Hanwha Life Esports Academy - 135 18. 🇰🇷 KT Rolster - 134 19. 🇰🇷 Dplus KIA Youth - 134 20. 🇰🇷 Gen.G Global Academy - 130 21. 🇰🇷 KT Rolster Challengers - 129 22. 🇰🇷 BNK FEARX - 127 23. 🇫🇷 Karmine Corp Blue - 127 24. 🇨🇳 Ninjas in Pyjamas - 126 25. 🇪🇸 Los Heretics - 125 26. 🇰🇷 DN Freecs Academy - 123 27. 🇹🇼 Deep Cross Gaming - 122 28. 🇰🇷 T1 Esports Academy Rookies - 122 29. 🇹🇼 CTBC Flying Oyster - 119 30. 🇪🇸 Barça eSports - 118

Monsieur Yordle 📊

35,692 просмотров • 7 месяцев назад

Bitcoin & the END of Bankers' Wars w/ Kevin Kelly Puncher75 - BIP-110 joins Robert ₿reedlove & Eric V Stacks to discuss war, leadership, and the coming transition from fiat to Bitcoin. 0:00 - WiM Episode Trailer 0:55 - Bare Knuckle Boxing 8:09 - Regulation in Bare Knuckle Boxing 15:44 - Airforce & Combat 21:34 - Heart and Soil Supplements 22:34 - Mine Bitcoin with Blockware Solutions 23:59 - Endless Fiat Wars 29:10 - How to Become a Leader 34:11 - Are We About to Have WW3? 38:30 - Orange-Pilling & Personality Types 47:25 - OP_Return and Core 30 52:12 - Onramp Bitcoin Custody 53:09 - Mind Lab Pro Supplements 54:19 - BRICS, NATO, and Bitcoin 1:10:56 - Is Trump a Puppet? 1:20:43 - Buy Bitcoin with Coinbits 1:21:51 - The Farm at Okefenokee 1:23:00 - Charlie Kirk, Iryna Zarutska, and Civil Unrest 1:28:07 - War, PTSD, and Overcoming Trauma 1:48:04 - Orange Pill App 1:48:31 - Spaces & the Bitcoin Community 1:57:14 - People Are Feeling Economic Pain 2:04:57 - Bitcoin Alpha Conference 2:11:22 - Medical Advancements 2:16:24 - Where to Find Kevin Kelly 2:18:05 - Efani: Protect Yourself From SIM Swaps 2:19:11 - Unlock the Wisdom of the Best Non-Fiction Books
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The "What is Money?" Show

34,502 просмотров • 9 месяцев назад

Tokenization is no longer a back-office experiment. It’s the front office. Sandy Kaul from Franklin Templeton Digital Assets and Ian De Bode from Ondo Finance join our Stateful podcast, hosted by Franklin Bi. In this episode, they discuss how capital markets are coming onchain: - 100% of Franklin Templeton’s digital asset AUM comes from net new crypto-native customers - Ondo’s tokenized ETFs: permissionless, 24/7, usable as DeFi collateral like stablecoins for stocks - AI agents will need blockchain rails to execute 183 trillion in machine-to-machine transactions - A crypto whale bought $50M of Google stock in a single trade. Education incoming. - The headline for mission accomplished: net new inflows to tokenized products exceed off-chain launches 01:57 Franklin Templeton Tokenizing in 2019 03:37 Proving Blockchain Efficiency to the SEC 04:30 The Transfer Agent Advantage 05:55 How Ondo Tokenizes Stocks and ETFs 08:15 How Ondo’s Tokenization Relate 09:05 Why Permissionless Wrappers Unlock Global Capital Markets 10:48 The Real Reason Crypto Wants 24/7 Trading Access 12:02 Stablecoins vs Web2 Fintech: Why Blockchain Wins 13:05 Real-Time Settlement: The Death of T+2 14:22 Smart Contracts That Program Investor Protections 16:29 24/7 Markets Create More Demand 17:02 Why AI Agents Need Tokenization 18:04 $183 Trillion in AI Agent Transactions by 2030 19:01 Legacy Systems Can't Handle Machine-to-Machine Commerce 20:17 Tokenization: The Bridge to Institutional Crypto Allocations 21:04 Why TradFi Needs Crypto's Innovation Stack 22:02 Permissionless Wrappers: Why KYC Doesn't Scale for Agents 23:37 The Moment Franklin Templeton Decided to Partner with Ondo 25:14 Why Permissionless Tokens Scare Traditional Firms 27:29 100% of Franklin's Digital Assets Come From Crypto Natives 30:01 Opening Net New Distribution Channels, Not Just Products 33:20 Success Metrics: Assets, Thought Partnership, and Experimentation 35:07 Educating Crypto Natives on Diversification and ETFs 36:53 When $200M Bitcoin Holders Discover Traditional Assets 38:14 The Generational Shift: Crypto Natives Meet TradFi
48:11

Tokenization is no longer a back-office experiment. It’s the front office. Sandy Kaul from Franklin Templeton Digital Assets and Ian De Bode from Ondo Finance join our Stateful podcast, hosted by Franklin Bi. In this episode, they discuss how capital markets are coming onchain: - 100% of Franklin Templeton’s digital asset AUM comes from net new crypto-native customers - Ondo’s tokenized ETFs: permissionless, 24/7, usable as DeFi collateral like stablecoins for stocks - AI agents will need blockchain rails to execute 183 trillion in machine-to-machine transactions - A crypto whale bought $50M of Google stock in a single trade. Education incoming. - The headline for mission accomplished: net new inflows to tokenized products exceed off-chain launches 01:57 Franklin Templeton Tokenizing in 2019 03:37 Proving Blockchain Efficiency to the SEC 04:30 The Transfer Agent Advantage 05:55 How Ondo Tokenizes Stocks and ETFs 08:15 How Ondo’s Tokenization Relate 09:05 Why Permissionless Wrappers Unlock Global Capital Markets 10:48 The Real Reason Crypto Wants 24/7 Trading Access 12:02 Stablecoins vs Web2 Fintech: Why Blockchain Wins 13:05 Real-Time Settlement: The Death of T+2 14:22 Smart Contracts That Program Investor Protections 16:29 24/7 Markets Create More Demand 17:02 Why AI Agents Need Tokenization 18:04 $183 Trillion in AI Agent Transactions by 2030 19:01 Legacy Systems Can't Handle Machine-to-Machine Commerce 20:17 Tokenization: The Bridge to Institutional Crypto Allocations 21:04 Why TradFi Needs Crypto's Innovation Stack 22:02 Permissionless Wrappers: Why KYC Doesn't Scale for Agents 23:37 The Moment Franklin Templeton Decided to Partner with Ondo 25:14 Why Permissionless Tokens Scare Traditional Firms 27:29 100% of Franklin's Digital Assets Come From Crypto Natives 30:01 Opening Net New Distribution Channels, Not Just Products 33:20 Success Metrics: Assets, Thought Partnership, and Experimentation 35:07 Educating Crypto Natives on Diversification and ETFs 36:53 When $200M Bitcoin Holders Discover Traditional Assets 38:14 The Generational Shift: Crypto Natives Meet TradFi

Pantera Capital

27,104 просмотров • 4 месяцев назад

Everyone is talking about Vibe Coding (Using AI to Create Apps Only using AI) This is the most Comprehensive Guide for Vibe Coding with Cursor (By Far) 250 Minutes, All the vibe code basics of cursor, plus 4 Projects in one video! This is how I, as someone who has never written a line of code, approach building apps (every day). Part 1A Intro to Cursor, Composer, and some basics --------------------- 00:00 Intro 03:41 Downloading Cursor 06:09 What the hell is Composer? 10:47 A Note on Context and Keeping Composer Threads Small 11:38 Simple Desings with Cursor Composer From Blank Project 14:04 Editing a Simple Animation With Cursor Composer 16:35 Setting Up The Voice to Talk to Cursor Composer Whispr Flow 17:54 Lets an Early 2000's Landing Page Part 1B AI Image Generator --------------------- 23:59 Using the GitHub Template to Create a NextJS App 26:43 Template is Open, Let's Edit it 28:55 Drawing Out My Idea With Whimsical 30:11 First Prompt Using Place Holders For Image Generation 32:10 Accept All Vs Save All and Restoring in Composer (Saving your work) 33:54 Adding AI Feature (Brief Teaser, Deep Dive Later) 35:15 What is an API 37:22 Perplexity the best place to learn about API's 40:21 Api keys and running prompt for first AI Feature 42:48 Debugging, Woohoo! Learn to love this :) 43:20 Inspect - Console, In Browser Debugging Hack 48:02 AI Image Generation Works! Lets add more Part 2: Landing Page ---------------------- 51:03 Pause and Reflect, What have we done so far? 53:41 Plan for rest of video 54:34 Ok Let's Talk about (1) Designs 56:19 GitHub is like --sref for those who do image gen 58:20 Starting Cursor project from a GitHub Repo we found on Perplexity 01:00:48 Yolo Mode... Wtf is that? 01:02:38 Inspecting GitHub Repo's Examples, to use in our landing page 01:02:58 The Project We're making - A landing page 01:03:56 Landing Page from Screenshot 01:06:17 Making Changes to Landing Page 01:11:42 Making a more epic section 01:13:42 The Essence of Vibe Coding 01:15:17 Creating Cool Testimonials Section From Screenshot 01:18:18 Deploy to Vercel! But First New Repo on GitHub 01:20:45 Ok it's on GitHub... Now lets do vercel 01:21:17 Untechnical Explanation of what Vercel is Lol 01:24:18 Connecting Custom Domain (Bought on Name Cheap) To Vercel Deployment Part 3: App With Database and Authentication ---------------------- 01:27:59 Recap and Prep For The Bigger Project! 01:35:13 Getting Started from Template (Again) 01:38:52 Setting Up Database and Authentication (Firebase) 01:44:01 Back To Cursor, Let's Set up The Auth in the app 01:48:35 Switching to mermaid because compatibility issues 01:51:13 Using AI (Claude) to Generate Mermaid Diagrams 01:52:19 Adding Docs to Cursor to use AI Features over and over again 01:54:38 Let's Troubleshoot 01:56:10 Adding View Button and EDIT WITH AI 02:01:45 AI Diagram Edit Feature is DOPE 02:03:17 Using Search Feature on Cursor to find text in Codebase 02:05:55 Lets add ability to save these to Database 02:09:33 What does saved to Google Firebase even mean? 02:13:00 We can Export as PDF! 02:15:48 GitHub and Vercel Again! 02:17:27 Vercel with CLI From Cursor 02:20:52 Setting Vercel Domain as an Authorized Domain 02:27:34 How To Learn More
2:28:16

Everyone is talking about Vibe Coding (Using AI to Create Apps Only using AI) This is the most Comprehensive Guide for Vibe Coding with Cursor (By Far) 250 Minutes, All the vibe code basics of cursor, plus 4 Projects in one video! This is how I, as someone who has never written a line of code, approach building apps (every day). Part 1A Intro to Cursor, Composer, and some basics --------------------- 00:00 Intro 03:41 Downloading Cursor 06:09 What the hell is Composer? 10:47 A Note on Context and Keeping Composer Threads Small 11:38 Simple Desings with Cursor Composer From Blank Project 14:04 Editing a Simple Animation With Cursor Composer 16:35 Setting Up The Voice to Talk to Cursor Composer Whispr Flow 17:54 Lets an Early 2000's Landing Page Part 1B AI Image Generator --------------------- 23:59 Using the GitHub Template to Create a NextJS App 26:43 Template is Open, Let's Edit it 28:55 Drawing Out My Idea With Whimsical 30:11 First Prompt Using Place Holders For Image Generation 32:10 Accept All Vs Save All and Restoring in Composer (Saving your work) 33:54 Adding AI Feature (Brief Teaser, Deep Dive Later) 35:15 What is an API 37:22 Perplexity the best place to learn about API's 40:21 Api keys and running prompt for first AI Feature 42:48 Debugging, Woohoo! Learn to love this :) 43:20 Inspect - Console, In Browser Debugging Hack 48:02 AI Image Generation Works! Lets add more Part 2: Landing Page ---------------------- 51:03 Pause and Reflect, What have we done so far? 53:41 Plan for rest of video 54:34 Ok Let's Talk about (1) Designs 56:19 GitHub is like --sref for those who do image gen 58:20 Starting Cursor project from a GitHub Repo we found on Perplexity 01:00:48 Yolo Mode... Wtf is that? 01:02:38 Inspecting GitHub Repo's Examples, to use in our landing page 01:02:58 The Project We're making - A landing page 01:03:56 Landing Page from Screenshot 01:06:17 Making Changes to Landing Page 01:11:42 Making a more epic section 01:13:42 The Essence of Vibe Coding 01:15:17 Creating Cool Testimonials Section From Screenshot 01:18:18 Deploy to Vercel! But First New Repo on GitHub 01:20:45 Ok it's on GitHub... Now lets do vercel 01:21:17 Untechnical Explanation of what Vercel is Lol 01:24:18 Connecting Custom Domain (Bought on Name Cheap) To Vercel Deployment Part 3: App With Database and Authentication ---------------------- 01:27:59 Recap and Prep For The Bigger Project! 01:35:13 Getting Started from Template (Again) 01:38:52 Setting Up Database and Authentication (Firebase) 01:44:01 Back To Cursor, Let's Set up The Auth in the app 01:48:35 Switching to mermaid because compatibility issues 01:51:13 Using AI (Claude) to Generate Mermaid Diagrams 01:52:19 Adding Docs to Cursor to use AI Features over and over again 01:54:38 Let's Troubleshoot 01:56:10 Adding View Button and EDIT WITH AI 02:01:45 AI Diagram Edit Feature is DOPE 02:03:17 Using Search Feature on Cursor to find text in Codebase 02:05:55 Lets add ability to save these to Database 02:09:33 What does saved to Google Firebase even mean? 02:13:00 We can Export as PDF! 02:15:48 GitHub and Vercel Again! 02:17:27 Vercel with CLI From Cursor 02:20:52 Setting Vercel Domain as an Authorized Domain 02:27:34 How To Learn More

Riley Brown

368,431 просмотров • 1 год назад

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters
1:10:31

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters

University of Austin (UATX)

27,770 просмотров • 6 месяцев назад

Etched came out of stealth at $800M and by lunch X had NVIDIA in the ground We do this every few months. A chip launches, the deck says killer, the timeline holds a funeral, and NVIDIA closes green anyway Etched hardwires the transformer into silicon. That is where the speed comes from, nearly the whole die on one job instead of the ~30% a GPU uses. It is also the trap. The day that chip tapes out is the best it will ever be. You cannot patch it. You burned progress into a wafer and now pray the field stops moving NVIDIA made the opposite bet. Same board, faster every quarter in software. Dynamo is pulling more tokens per watt out of the same rack, on version 1.0 The depreciation risk the bears aimed at NVIDIA for two years does not live at NVIDIA. It lives here, on the chip built to bury it Etched is not a fraud. It is a niche tool priced like a general one, and $800M is not enough to run a frontier supply chain. The rest get bought on the next down cycle Bury the lead, not the leader. Full case with Jack Farley and Max Wiethe on MTS And special thanks for Baseten for the cool T Shirt! Chapters 00:00 Switching from bonds to semis 00:33 What Etched actually is 01:31 Faster and cheaper, but how much HBM 02:56 Maturing market, not an NVIDIA killer 05:01 $1B in contracts and a Taiwan factory 05:20 Why these startups all get absorbed 06:48 Tiered inference and the obsolescence trap 09:39 Etched vs TPUs and Trainium 12:17 Is the CUDA moat weakening 13:21 Co-design, squeezing every token per watt 14:37 NVIDIA is a software company that sells a chip 14:58 Who is NVIDIA's most dangerous competitor 16:23 The NVIDIA killers, ranked 18:19 A rich man's game 18:43 AMD's MI500 vs Rubin Ultra 20:19 The neocloud business decision 22:46 Lightning round, Rambus the toll on HBM 25:11 The CXL run-up on Astera, Marvell, Credo 26:22 Use AI less, go to the booth 28:10 EDA is not dead
30:42

Etched came out of stealth at $800M and by lunch X had NVIDIA in the ground We do this every few months. A chip launches, the deck says killer, the timeline holds a funeral, and NVIDIA closes green anyway Etched hardwires the transformer into silicon. That is where the speed comes from, nearly the whole die on one job instead of the ~30% a GPU uses. It is also the trap. The day that chip tapes out is the best it will ever be. You cannot patch it. You burned progress into a wafer and now pray the field stops moving NVIDIA made the opposite bet. Same board, faster every quarter in software. Dynamo is pulling more tokens per watt out of the same rack, on version 1.0 The depreciation risk the bears aimed at NVIDIA for two years does not live at NVIDIA. It lives here, on the chip built to bury it Etched is not a fraud. It is a niche tool priced like a general one, and $800M is not enough to run a frontier supply chain. The rest get bought on the next down cycle Bury the lead, not the leader. Full case with Jack Farley and Max Wiethe on MTS And special thanks for Baseten for the cool T Shirt! Chapters 00:00 Switching from bonds to semis 00:33 What Etched actually is 01:31 Faster and cheaper, but how much HBM 02:56 Maturing market, not an NVIDIA killer 05:01 $1B in contracts and a Taiwan factory 05:20 Why these startups all get absorbed 06:48 Tiered inference and the obsolescence trap 09:39 Etched vs TPUs and Trainium 12:17 Is the CUDA moat weakening 13:21 Co-design, squeezing every token per watt 14:37 NVIDIA is a software company that sells a chip 14:58 Who is NVIDIA's most dangerous competitor 16:23 The NVIDIA killers, ranked 18:19 A rich man's game 18:43 AMD's MI500 vs Rubin Ultra 20:19 The neocloud business decision 22:46 Lightning round, Rambus the toll on HBM 25:11 The CXL run-up on Astera, Marvell, Credo 26:22 Use AI less, go to the booth 28:10 EDA is not dead

Ben Pouladian

29,969 просмотров • 1 месяц назад

E180: KAST Founder: Most crypto neobanks will be gone in 12 months raagulanpathy is the founder and CEO of KAST , a global stablecoin neobank, and a former Circle exec. He raised $80 million at a $600 million valuation on the thesis that the real prize isn't the stablecoin - it's the bank you build on top of it. We get into the money, the grind, and the token decision that pissed a chunk of his community off. Timestamps 00:00 Introduction 01:58 How Raagulan Decides What Gets Done At KAST 04:35 The Chaos KAST Employees Deal With Daily 05:38 Raagulan's Hiring Philosophy At KAST 07:02 Why Firing Is Harder Than Hiring 08:35 The One Error That Could Kill KAST 09:52 How Raagulan Convinces Stablecoin Skeptics 10:46 What Outsiders Miss About The Payment Industry 12:06 Why KAST Needs So Many Different Departments 18:32 Partnerships: Variational & Bitwise 19:24 Raagulan's Real Take On Fees 21:55 KAST's Best Type Of Customer 23:53 The Thing Raagulan Can't Say Publicly 26:54 Founders Can't Chase All These Three Things At Once 29:04 Raagulan's Experience With GLP-1s 31:39 How KAST Kept Growing When Bitcoin Crashed 50% 34:05 KAST Is On Track For $100 Million In Revenue 36:55 Why KAST Hasn't Blown Up From Overspending 41:04 Why Everyone's Racing To Build Neobanks 42:52 What Makes Neobanks So Hard To Build 44:54 Why Neobanks Keep Shutting Down 45:57 What KAST Offers That Exchanges Can't 49:14 KAST Isn't A Card Business 50:43 How KAST Is Building Momentum 54:57 Raagulan On His Competitors 56:29 Partnerships: KAST & Trezor 57:33 Kevin's Honest Take On KAST 58:59 What KAST Is Doing With the $80 Million they raised 01:01:55 Would Raagulan Ever Sell Equity? 01:06:57 Who Buys In At A $3B Valuation Next? 01:08:39 Is Your Money Actually Yours Inside KAST 01:10:49 What Happens To Your Money If KAST Collapses 01:17:38 Custodial Vs Self-Custodial: Pros And Cons 01:19:52 Why KAST Obsesses Over Design And Brand 01:22:42 Partnerships: Jupiter & Ethena 01:23:26 KAST Points & Token: Should The KAST Community Feel Cheated? 01:34:13 What's Actually Behind This Tokenized Stock? 01:35:25 The Hill Raagulan Will Die On 01:36:41 One Prediction That Comes True In 5 Years 01:37:59 Is The Worst Behind Us In Crypto? 01:42:57 The One Thing To Remember From This Conversation 01:45:16 Closing Thoughts
1:46:06

E180: KAST Founder: Most crypto neobanks will be gone in 12 months raagulanpathy is the founder and CEO of KAST , a global stablecoin neobank, and a former Circle exec. He raised $80 million at a $600 million valuation on the thesis that the real prize isn't the stablecoin - it's the bank you build on top of it. We get into the money, the grind, and the token decision that pissed a chunk of his community off. Timestamps 00:00 Introduction 01:58 How Raagulan Decides What Gets Done At KAST 04:35 The Chaos KAST Employees Deal With Daily 05:38 Raagulan's Hiring Philosophy At KAST 07:02 Why Firing Is Harder Than Hiring 08:35 The One Error That Could Kill KAST 09:52 How Raagulan Convinces Stablecoin Skeptics 10:46 What Outsiders Miss About The Payment Industry 12:06 Why KAST Needs So Many Different Departments 18:32 Partnerships: Variational & Bitwise 19:24 Raagulan's Real Take On Fees 21:55 KAST's Best Type Of Customer 23:53 The Thing Raagulan Can't Say Publicly 26:54 Founders Can't Chase All These Three Things At Once 29:04 Raagulan's Experience With GLP-1s 31:39 How KAST Kept Growing When Bitcoin Crashed 50% 34:05 KAST Is On Track For $100 Million In Revenue 36:55 Why KAST Hasn't Blown Up From Overspending 41:04 Why Everyone's Racing To Build Neobanks 42:52 What Makes Neobanks So Hard To Build 44:54 Why Neobanks Keep Shutting Down 45:57 What KAST Offers That Exchanges Can't 49:14 KAST Isn't A Card Business 50:43 How KAST Is Building Momentum 54:57 Raagulan On His Competitors 56:29 Partnerships: KAST & Trezor 57:33 Kevin's Honest Take On KAST 58:59 What KAST Is Doing With the $80 Million they raised 01:01:55 Would Raagulan Ever Sell Equity? 01:06:57 Who Buys In At A $3B Valuation Next? 01:08:39 Is Your Money Actually Yours Inside KAST 01:10:49 What Happens To Your Money If KAST Collapses 01:17:38 Custodial Vs Self-Custodial: Pros And Cons 01:19:52 Why KAST Obsesses Over Design And Brand 01:22:42 Partnerships: Jupiter & Ethena 01:23:26 KAST Points & Token: Should The KAST Community Feel Cheated? 01:34:13 What's Actually Behind This Tokenized Stock? 01:35:25 The Hill Raagulan Will Die On 01:36:41 One Prediction That Comes True In 5 Years 01:37:59 Is The Worst Behind Us In Crypto? 01:42:57 The One Thing To Remember From This Conversation 01:45:16 Closing Thoughts

MR SHIFT 🦁

170,665 просмотров • 19 дней назад

Cam Jurgens On Replacing Jason Kelce For The Eagles + Nebraska’s Sweet 16 Run | Bussin’ 0:00 Intro 5:19 Callbacks 10:24 March Madness Sweet 16 Talk 16:15 Is Nebraska A Basketball School Now? 27:15 Coffin Callback 33:37 Flag Football Classic Recap + Team USA 43:42 Public Schools Top 25 50:08 Hater vs Passionate Fan 57:51 CAM JURGENS INTERVIEW STARTS 1:00:49 Cam's Family Cattle Farm 1:04:07 NIL Money Discussion 1:08:02 Forced Position Change 1:14:29 Growing Up A Husker 1:18:47 The Scott Frost Era 1:22:49 Nebraska's $250 Million Facility Upgrades 1:25:01 Meeting Jason Kelce & Winning A Super Bowl Year One 1:26:29 Philly Fan Base Is Built Different 1:30:50 Lane Johnson Is A Freak 1:38:51 Nebraska Basketball Is Finally Here 1:43:51 Big Ten Is Running College Sports 1:47:29 Best Live Sports 1:50:36 Cam's Injuries 1:53:25 Playing The NFC Championship With A Broken Back 1:58:06 Best Cheesesteak In Philly 1:59:34 Will & Taylor’s Hilarious Breakfast 2:02:40 Midwest Fast Food Hits Different 2:11:08 Talking Crap To Chris Jones 2:12:17 Stem Cell Treatment In Colombia 2:13:03 NAD Drip Racing 2:17:07 Pablo Escobar's Airstrip 2:18:20 Conspiracy Theories 2:21:04 Top Holidays 2:25:06 How Would You Fight A Ghost? 2:28:34 The NFL Is A Cold Business 2:34:19 Balancing Family & Football 2:39:38 Life After Football - Finding That Next Thing 2:45:09 Game Day Anxiety & Imposter Syndrome 2:51:16 How Long Does Cam Want To Play? 2:55:19 Small Town Kid In A Big City 2:57:33 Biggest Purchase After Signing 2:59:06 Masters Draft Weekend With The Boys
3:01:07

Cam Jurgens On Replacing Jason Kelce For The Eagles + Nebraska’s Sweet 16 Run | Bussin’ 0:00 Intro 5:19 Callbacks 10:24 March Madness Sweet 16 Talk 16:15 Is Nebraska A Basketball School Now? 27:15 Coffin Callback 33:37 Flag Football Classic Recap + Team USA 43:42 Public Schools Top 25 50:08 Hater vs Passionate Fan 57:51 CAM JURGENS INTERVIEW STARTS 1:00:49 Cam's Family Cattle Farm 1:04:07 NIL Money Discussion 1:08:02 Forced Position Change 1:14:29 Growing Up A Husker 1:18:47 The Scott Frost Era 1:22:49 Nebraska's $250 Million Facility Upgrades 1:25:01 Meeting Jason Kelce & Winning A Super Bowl Year One 1:26:29 Philly Fan Base Is Built Different 1:30:50 Lane Johnson Is A Freak 1:38:51 Nebraska Basketball Is Finally Here 1:43:51 Big Ten Is Running College Sports 1:47:29 Best Live Sports 1:50:36 Cam's Injuries 1:53:25 Playing The NFC Championship With A Broken Back 1:58:06 Best Cheesesteak In Philly 1:59:34 Will & Taylor’s Hilarious Breakfast 2:02:40 Midwest Fast Food Hits Different 2:11:08 Talking Crap To Chris Jones 2:12:17 Stem Cell Treatment In Colombia 2:13:03 NAD Drip Racing 2:17:07 Pablo Escobar's Airstrip 2:18:20 Conspiracy Theories 2:21:04 Top Holidays 2:25:06 How Would You Fight A Ghost? 2:28:34 The NFL Is A Cold Business 2:34:19 Balancing Family & Football 2:39:38 Life After Football - Finding That Next Thing 2:45:09 Game Day Anxiety & Imposter Syndrome 2:51:16 How Long Does Cam Want To Play? 2:55:19 Small Town Kid In A Big City 2:57:33 Biggest Purchase After Signing 2:59:06 Masters Draft Weekend With The Boys

Bussin' With The Boys

24,264 просмотров • 4 месяцев назад

Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with Cointelegraph at BTC Prague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support
28:48

Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with Cointelegraph at BTC Prague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support

Michael Saylor

262,028 просмотров • 1 месяц назад

DROPS E35: Core DAO 🔶 - Bitcoin yield without giving up your Bitcoin Rich is one of the initial contributors to Core DAO, the leading Bitcoin scaling solution. He's also a long-time Zcash holder and early backer of Z Protocol , a new privacy chain built on Core's Satoshi Plus consensus. We talk Bitcoin yield, financial privacy, AI surveillance, and why the next big move in crypto might not be where most people are looking. We talk about: - How Core DAO lets you earn yield on Bitcoin by time-locking it - without ever giving up custody - Why borrowing against Bitcoin makes sense now - OG Bitcoiners rotating to Zcash - what "transition" actually means and whether it's bad for Bitcoin - Z Protocol as the DeFi layer for private money - Why AI has made financial surveillance trivial - and why that accelerates privacy adoption - How Agents are leaving full financial fingerprints - and why privacy needs to be default on at the chain level And much more... Timestamps: 0:00 - Introduction 2:05 - What does Rich Rines do? 3:00 - Financial Freedom 4:09 - Journey from Bitcoin to Zcash 6:40 - Zcash Philosophy 8:38 - Transition to Zcash 11:20 - Who is Rich Rines? 11:46 - Bitcoin as Pristine Collateral 14:28 - Criticisms of Borrowing Strategy 16:52 - Explaining CORE 18:58 - Bitcoin Yield Story 20:29 - Misconception regarding CORE 22:08 - Time Lock 23:34 - Risk of using CORE 24:37 - Strategies used by CORE 26:42 - What Bitcoin Holders Want? 28:46 - Bitcoin Yield 30:10 - CORE Alpha 32:44 - SatPay 34:19 - Power Grid Thesis 35:37 - Satoshi Plus 37:07 - What is Z? 38:12 - Benefits of long-term Zcash Holder 40:01 - Vertical Integration 43:12 - Privacy for Agents 44:41 - Faux Privacy 46:14 - Privacy vs Government 49:01 - Zcash’s Future 50:01 - Conclusion
53:05

DROPS E35: Core DAO 🔶 - Bitcoin yield without giving up your Bitcoin Rich is one of the initial contributors to Core DAO, the leading Bitcoin scaling solution. He's also a long-time Zcash holder and early backer of Z Protocol , a new privacy chain built on Core's Satoshi Plus consensus. We talk Bitcoin yield, financial privacy, AI surveillance, and why the next big move in crypto might not be where most people are looking. We talk about: - How Core DAO lets you earn yield on Bitcoin by time-locking it - without ever giving up custody - Why borrowing against Bitcoin makes sense now - OG Bitcoiners rotating to Zcash - what "transition" actually means and whether it's bad for Bitcoin - Z Protocol as the DeFi layer for private money - Why AI has made financial surveillance trivial - and why that accelerates privacy adoption - How Agents are leaving full financial fingerprints - and why privacy needs to be default on at the chain level And much more... Timestamps: 0:00 - Introduction 2:05 - What does Rich Rines do? 3:00 - Financial Freedom 4:09 - Journey from Bitcoin to Zcash 6:40 - Zcash Philosophy 8:38 - Transition to Zcash 11:20 - Who is Rich Rines? 11:46 - Bitcoin as Pristine Collateral 14:28 - Criticisms of Borrowing Strategy 16:52 - Explaining CORE 18:58 - Bitcoin Yield Story 20:29 - Misconception regarding CORE 22:08 - Time Lock 23:34 - Risk of using CORE 24:37 - Strategies used by CORE 26:42 - What Bitcoin Holders Want? 28:46 - Bitcoin Yield 30:10 - CORE Alpha 32:44 - SatPay 34:19 - Power Grid Thesis 35:37 - Satoshi Plus 37:07 - What is Z? 38:12 - Benefits of long-term Zcash Holder 40:01 - Vertical Integration 43:12 - Privacy for Agents 44:41 - Faux Privacy 46:14 - Privacy vs Government 49:01 - Zcash’s Future 50:01 - Conclusion

MR SHIFT 🦁

105,830 просмотров • 3 месяцев назад

🧠 GOT SECURITY QUESTIONS? WE GOT ANSWERS. Our Casa Advisors receive many smart questions from bitcoiners looking to take self-custody, so we thought we would try to answer them all in one video (h/t Zach) 00:21 - What happens to my bitcoin if Casa disappears or goes bankrupt? 00:58 - How is Casa different from an exchange? 01:25 - Where is the bitcoin? 02:51 - If I lose a key, do I lose part of my bitcoin? 03:33 - How does my seed phrase relate to the rest of the multisig vault? 04:34 - What does Casa recommend about keeping seed phrases? 05:58 - What happens if I lose one of my keys? 07:04 - What do you mean by rotating the keys? 08:00 - What's the mobile key and can Casa control it? 09:40 - How does my spouse access my bitcoin? 11:48 - What's the best hardware wallet to use with Casa? 12:46 - How do I access the Casa Recovery Key? 14:17 - Do I need a dedicated phone or hardware? 15:46 - Is Casa open source? 16:40 - What's in the welcome package? Do I need it? 18:00 - Can I use different hardware wallets? 18:53 - Does it matter how long I take to sign a transaction? 20:25 - Why can't I change transactions after I've signed? 20:50 - What's the difference between Premium and Private Client? 22:19 - What's the difference in support at the different Casa tiers? 23:53 - Can I move between tiers with Casa? 25:06 - Does Casa hold more keys when I have more keys in my vault?
26:19

🧠 GOT SECURITY QUESTIONS? WE GOT ANSWERS. Our Casa Advisors receive many smart questions from bitcoiners looking to take self-custody, so we thought we would try to answer them all in one video (h/t Zach) 00:21 - What happens to my bitcoin if Casa disappears or goes bankrupt? 00:58 - How is Casa different from an exchange? 01:25 - Where is the bitcoin? 02:51 - If I lose a key, do I lose part of my bitcoin? 03:33 - How does my seed phrase relate to the rest of the multisig vault? 04:34 - What does Casa recommend about keeping seed phrases? 05:58 - What happens if I lose one of my keys? 07:04 - What do you mean by rotating the keys? 08:00 - What's the mobile key and can Casa control it? 09:40 - How does my spouse access my bitcoin? 11:48 - What's the best hardware wallet to use with Casa? 12:46 - How do I access the Casa Recovery Key? 14:17 - Do I need a dedicated phone or hardware? 15:46 - Is Casa open source? 16:40 - What's in the welcome package? Do I need it? 18:00 - Can I use different hardware wallets? 18:53 - Does it matter how long I take to sign a transaction? 20:25 - Why can't I change transactions after I've signed? 20:50 - What's the difference between Premium and Private Client? 22:19 - What's the difference in support at the different Casa tiers? 23:53 - Can I move between tiers with Casa? 25:06 - Does Casa hold more keys when I have more keys in my vault?

Nick Neuman

10,226 просмотров • 1 год назад

Ron Shaich created the fast-casual category with Au Bon Pain & Panera. Now he's doing CAVA. Here are 27 ideas from this episode and my research you can use. 1. Complexity kills more companies than competition. 2. Long-term greedy, not short-term stupid. 3. Innovation dies when efficiency takes over. 4. Focus on the means, not the byproduct. 5. Not all money is the same. 6. Commitment owns you. You don’t own it. 7. The best seek out the details. 8. Failing fast works in software, not restaurants. 9. What you do is more important than what you say. 10. Be something special for somebody. Don’t try to be everything for everybody. 11. There is no balance. You make choices. 12. Get the trend right. 13. If you can’t be the best alternative, don’t compete. 14. Structure defines capability. 15. When you focus exclusively on the bottom line, you destroy the customer experience. 16. Obsession isn’t a problem. It’s an advantage. 17. Find a mentor: Nobody goes up Everest without a guide. 18. You can’t scale what you don’t understand. 19. The world doesn’t need another business. It needs a better one. 20. Marketing is amplification. 21. Profit is the result, not the goal. 22. People want to feel special in a world where they don’t. 23. The greatest risk is underinvesting in what works. 24. Most entrepreneurs regret going public. 25. Build something worthy of those who believed in you. 26. Food is about more than what you put in your stomach. 27. It’s easier to exercise every day than five days a week. (Listen now "Ron Shaich on The Knowledge Project" or see links in comments.)
1:42:44

Ron Shaich created the fast-casual category with Au Bon Pain & Panera. Now he's doing CAVA. Here are 27 ideas from this episode and my research you can use. 1. Complexity kills more companies than competition. 2. Long-term greedy, not short-term stupid. 3. Innovation dies when efficiency takes over. 4. Focus on the means, not the byproduct. 5. Not all money is the same. 6. Commitment owns you. You don’t own it. 7. The best seek out the details. 8. Failing fast works in software, not restaurants. 9. What you do is more important than what you say. 10. Be something special for somebody. Don’t try to be everything for everybody. 11. There is no balance. You make choices. 12. Get the trend right. 13. If you can’t be the best alternative, don’t compete. 14. Structure defines capability. 15. When you focus exclusively on the bottom line, you destroy the customer experience. 16. Obsession isn’t a problem. It’s an advantage. 17. Find a mentor: Nobody goes up Everest without a guide. 18. You can’t scale what you don’t understand. 19. The world doesn’t need another business. It needs a better one. 20. Marketing is amplification. 21. Profit is the result, not the goal. 22. People want to feel special in a world where they don’t. 23. The greatest risk is underinvesting in what works. 24. Most entrepreneurs regret going public. 25. Build something worthy of those who believed in you. 26. Food is about more than what you put in your stomach. 27. It’s easier to exercise every day than five days a week. (Listen now "Ron Shaich on The Knowledge Project" or see links in comments.)

Shane Parrish

186,696 просмотров • 9 месяцев назад

NEW: a16z bought Turpentine. OpenAI bought TBPN. Jack Altman joined Benchmark. Now Lightspeed makes its move.. The $40B AUM VC fund hired Claire Zau (aka 'Zauey Talks' on IG) to lead *new media* & co-host Lightwork, its weekly AI podcast Zauey Talks Stats: - 350K+ followers - 10M+ monthly impressions - Built in ~1 year We cover: - The tech media land grab - Split investing + media role - Tech X vs mainstream social media - AI bubble? - Why does GenZ hate AI? - Who tells the AI story best? Lightwork is co-hosted by Claire Zau & CMO Josh Machiz Since 2000, Lightspeed has been an early backer of Abridge, Anthropic, Anduril, Castelion, Databricks, Glean, Mistral, Navan, Neko Health, Netskope, Thinking Machines, Reflection AI, Rubrik, Snap, Skild AI, Vinted, Wiz, & more. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Claire Zau, Partner at Lightspeed Venture Partners (00:54) Inside Lightspeed's new podcast studio (02:37) How Josh Found Claire on TikTok (04:34) Why venture expertise is missing from the mainstream (08:23) The content that actually works (10:19) What TikTok comments taught her about AI perception (13:01) Keeping editorial independence at a mega fund (14:42) The split role nobody thought was possible (17:20) The show built to bring mainstream audiences into venture (20:43) The AI bubble question everyone's asking (22:00) What Claire is most excited about covering (23:39) Why Gen Z hating AI makes no sense (28:50) How big tech companies can fix their image problem (32:16) Who tells the AI story best (34:14) The Lightspeed portfolio companies to watch (38:40) Two creators compare notes on building in media (43:31) Getting recognized in the wild (45:43) Expanding beyond ed tech into AI frontier
48:56

NEW: a16z bought Turpentine. OpenAI bought TBPN. Jack Altman joined Benchmark. Now Lightspeed makes its move.. The $40B AUM VC fund hired Claire Zau (aka 'Zauey Talks' on IG) to lead *new media* & co-host Lightwork, its weekly AI podcast Zauey Talks Stats: - 350K+ followers - 10M+ monthly impressions - Built in ~1 year We cover: - The tech media land grab - Split investing + media role - Tech X vs mainstream social media - AI bubble? - Why does GenZ hate AI? - Who tells the AI story best? Lightwork is co-hosted by Claire Zau & CMO Josh Machiz Since 2000, Lightspeed has been an early backer of Abridge, Anthropic, Anduril, Castelion, Databricks, Glean, Mistral, Navan, Neko Health, Netskope, Thinking Machines, Reflection AI, Rubrik, Snap, Skild AI, Vinted, Wiz, & more. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Claire Zau, Partner at Lightspeed Venture Partners (00:54) Inside Lightspeed's new podcast studio (02:37) How Josh Found Claire on TikTok (04:34) Why venture expertise is missing from the mainstream (08:23) The content that actually works (10:19) What TikTok comments taught her about AI perception (13:01) Keeping editorial independence at a mega fund (14:42) The split role nobody thought was possible (17:20) The show built to bring mainstream audiences into venture (20:43) The AI bubble question everyone's asking (22:00) What Claire is most excited about covering (23:39) Why Gen Z hating AI makes no sense (28:50) How big tech companies can fix their image problem (32:16) Who tells the AI story best (34:14) The Lightspeed portfolio companies to watch (38:40) Two creators compare notes on building in media (43:31) Getting recognized in the wild (45:43) Expanding beyond ed tech into AI frontier

Molly O’Shea

157,751 просмотров • 1 месяц назад

BITCOIN: WE ARE GOING HIGH (very high)!!! 🚨🚨🚨 00:00 Intro - bitcoin:native still around the 200 WMA 00:10 BTC weekly chart - still in a bear trend, but time to DCA in 01:15 About winning the game 02:47 Catalysts coming out - When they move the market back up the FIAT truck 03:57 Clarity Act potentially done - No more unethical behavior 05:20 The importance of passing the Clarity Act for crypto - No political retaliation 06:59 Senate Republicans updated the Clarity Act - Protection for non custodial software providers 09:34 Pro crypto Dems are still unhappy 10:20 We will bottom out anyway - No Clarity Act needed 10:56 Welcome to the chat 11:08 Shout out to Bullmania - Insane waitlist 12:03 Do the Bullmania quiz 12:28 Coinbase video - SEC wiping Gary Gensler communication 15:38 Brian Armstrong video - About Clarity Act 16:06 Base being Corporate chain is not bad 16:56 Brian is a legal machine 17:28 SEC deleted a full year of Gensler communication 18:03 About governments changing under pressure 19:22 About crypto influencers and not attacking the person 21:39 Now Matt Hougan and I are best friends, since we are both bullish now 22:40 Matt Hougan article - Signs of crypto bottom. Hype and hood will be big 24:36 Arbitrum bridge AFX_XYZ hacked for 24.15M USDC 26:14 BIP361 quantum proposal. More important than BIP110 29:21 BIP361 proposal abstract explored 31:16 Phase B: What about the Satoshi coins? 32:20 BIP361 needs to be implemented to guarantee BTC existence longterm 33:00 About wealth protection and staying rich 34:48 Ansem - Coins will go up, Trying to pump SOL 35:42 Robinhood chain crossed 2M in cumulative revenue 36:34 Token terminal - How much did ETH get from Robinhood? 38:00 How much did ARB make? 38:57 Robinhood RWA and meme coin pairs - over 50 percent pair with TradFi 41:23 Consulting Grok - Why pooling memes with stocks 41:45 About investing in SPCX and listening to influencers - Join Bullmania instead 43:30 About
57:48

BITCOIN: WE ARE GOING HIGH (very high)!!! 🚨🚨🚨 00:00 Intro - bitcoin:native still around the 200 WMA 00:10 BTC weekly chart - still in a bear trend, but time to DCA in 01:15 About winning the game 02:47 Catalysts coming out - When they move the market back up the FIAT truck 03:57 Clarity Act potentially done - No more unethical behavior 05:20 The importance of passing the Clarity Act for crypto - No political retaliation 06:59 Senate Republicans updated the Clarity Act - Protection for non custodial software providers 09:34 Pro crypto Dems are still unhappy 10:20 We will bottom out anyway - No Clarity Act needed 10:56 Welcome to the chat 11:08 Shout out to Bullmania - Insane waitlist 12:03 Do the Bullmania quiz 12:28 Coinbase video - SEC wiping Gary Gensler communication 15:38 Brian Armstrong video - About Clarity Act 16:06 Base being Corporate chain is not bad 16:56 Brian is a legal machine 17:28 SEC deleted a full year of Gensler communication 18:03 About governments changing under pressure 19:22 About crypto influencers and not attacking the person 21:39 Now Matt Hougan and I are best friends, since we are both bullish now 22:40 Matt Hougan article - Signs of crypto bottom. Hype and hood will be big 24:36 Arbitrum bridge AFX_XYZ hacked for 24.15M USDC 26:14 BIP361 quantum proposal. More important than BIP110 29:21 BIP361 proposal abstract explored 31:16 Phase B: What about the Satoshi coins? 32:20 BIP361 needs to be implemented to guarantee BTC existence longterm 33:00 About wealth protection and staying rich 34:48 Ansem - Coins will go up, Trying to pump SOL 35:42 Robinhood chain crossed 2M in cumulative revenue 36:34 Token terminal - How much did ETH get from Robinhood? 38:00 How much did ARB make? 38:57 Robinhood RWA and meme coin pairs - over 50 percent pair with TradFi 41:23 Consulting Grok - Why pooling memes with stocks 41:45 About investing in SPCX and listening to influencers - Join Bullmania instead 43:30 About

Ivan on Tech 🍳📈💰 Head Trader @ Bullmania

16,950 просмотров • 19 дней назад