Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

A Hacker Shakes Down Bitcoin Protocol for $50M by Playing White Hat: Uneasy Money Did OpenAI really solve a Millennium Prize proof on its own, or did it just read someone else's private chat? 🧮 kain and Tay 💖 press Alex Thorn and Jon Venice on why a mathematician's...

laurashin's profile picture

Laura Shin

297,001 subscribers

33,123 görüntüleme • 8 gün önce •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

6 Yorum

Laura Shin profil fotoğrafı
Laura Shin8 gün önce

DeFi reinvented money. Then somehow kept the “deposit and wait” model. 🤔 1inch Aqua is changing that. Thanks to @1inch for backing Unchained.

ROMI profil fotoğrafı
ROMI8 gün önce

@kain @tayvano_ @intangiblecoins @JonShapeShift Fifty million dollar shakedowns are getting wild

𝗦𝗛𝗔𝗕𝗕𝗜𝗥 profil fotoğrafı
𝗦𝗛𝗔𝗕𝗕𝗜𝗥8 gün önce

@kain @tayvano_ @intangiblecoins @JonShapeShift This is wild. Did they really get away with it?

Kimi profil fotoğrafı
Kimi8 gün önce

@kain @tayvano_ @intangiblecoins @JonShapeShift white hat hackers keeping 50m never sat right with me

YUXIN.AI profil fotoğrafı
YUXIN.AI8 gün önce

@kain @tayvano_ @intangiblecoins @JonShapeShift If the money comes with an “or else,” that’s not a bug bounty.

Phoenix Research profil fotoğrafı
Phoenix Research8 gün önce

@kain @tayvano_ @intangiblecoins @JonShapeShift white hat or ransom note?

Benzer Videolar

INTERVIEW - Venice Is Here to Win: How Private AI Takes On OpenAI and Anthropic David Hoffman sits down with Jon Venice and Jesse Proudman to unpack how Venice is taking on OpenAI and Anthropic with private AI. They talk about: - why AI is becoming the biggest data honeypot ever - private Grok access through Venice - unrestricted AI as a consumer wedge - how non-crypto users still feed the $VVV economy - $DIEM, tokenized inference, and AI agents --- TIMESTAMPS 0:00 Intro 1:12 Why Private AI Matters 3:01 The AI Data Honeypot 6:07 Venice’s Consumer AI Ambition 8:01 Beating the Big AI Labs 10:19 Model Aggregation and Agentic Chat 12:29 Open Source, Closed Source, and Private Grok 17:14 Who Actually Needs Private AI? 21:58 Venice’s User Base 23:53 What Drove Venice’s Recent Growth 27:21 $VVV, $DIEM, and Tokenized Inference 29:00 Where Venice Gets Its Compute 32:17 Bonding Curves and DIEM Monetary Policy 39:14 Real Tokenomics, Not Just a Pie Chart 45:46 AI Agents Need Inference to Exist 52:54 ShapeShift DNA Inside Venice 55:53 Regulation, AI, and Individual Rights
58:52

INTERVIEW - Venice Is Here to Win: How Private AI Takes On OpenAI and Anthropic David Hoffman sits down with Jon Venice and Jesse Proudman to unpack how Venice is taking on OpenAI and Anthropic with private AI. They talk about: - why AI is becoming the biggest data honeypot ever - private Grok access through Venice - unrestricted AI as a consumer wedge - how non-crypto users still feed the $VVV economy - $DIEM, tokenized inference, and AI agents --- TIMESTAMPS 0:00 Intro 1:12 Why Private AI Matters 3:01 The AI Data Honeypot 6:07 Venice’s Consumer AI Ambition 8:01 Beating the Big AI Labs 10:19 Model Aggregation and Agentic Chat 12:29 Open Source, Closed Source, and Private Grok 17:14 Who Actually Needs Private AI? 21:58 Venice’s User Base 23:53 What Drove Venice’s Recent Growth 27:21 $VVV, $DIEM, and Tokenized Inference 29:00 Where Venice Gets Its Compute 32:17 Bonding Curves and DIEM Monetary Policy 39:14 Real Tokenomics, Not Just a Pie Chart 45:46 AI Agents Need Inference to Exist 52:54 ShapeShift DNA Inside Venice 55:53 Regulation, AI, and Individual Rights

Bankless

59,687 görüntüleme • 3 ay önce

Why AI Can Now Make Discoveries - my conversation with Dan Roberts, Lead of the Foundations of Reinforcement Learning team at OpenAI 00:00 Intro: AI's wild week in mathematics 01:21 What OpenAI's Foundations of RL team does 03:08 Dan's journey: from black holes and quantum gravity to frontier AI 07:04 Are AI systems becoming useful for real science 08:21 The AI math moment: Erdős, OpenAI, DeepMind, and Anthropic 08:52 Why the OpenAI result was an act of exploration 10:25 OpenAI vs. DeepMind: informal reasoning vs. formal proof 12:13 RL 101: learning by doing, not just watching 15:10 Why reinforcement learning works 15:58 How RL breaks: sparse feedback and long-horizon tasks 17:03 RLHF: how human feedback shaped early language models 18:48 Move 37, self-play, and the search for novel strategies 22:16 Explore vs. exploit in scientific discovery 24:49 Why RL may now be "the cake," not the cherry on top 25:46 Why RL started working with large language models 27:29 Is RL "sucking supervision through a straw"? 28:47 Why language may be the grounding layer for intelligence 31:46 A contrarian take on the Bitter Lesson 32:41 What test-time compute actually is 34:50 How RL gives models the ability to think 35:40 Verifiable rewards, math, coding, and the messy real world 38:00 What physics can teach us about AI 42:08 Is there a thermodynamics of AI? 43:08 From Erdős problems to Einstein-level AI 45:16 Is AI already doing original science? 45:51 How far are we from AI automating AI research 47:41 Why Dan is excited about the future of science
49:06

Why AI Can Now Make Discoveries - my conversation with Dan Roberts, Lead of the Foundations of Reinforcement Learning team at OpenAI 00:00 Intro: AI's wild week in mathematics 01:21 What OpenAI's Foundations of RL team does 03:08 Dan's journey: from black holes and quantum gravity to frontier AI 07:04 Are AI systems becoming useful for real science 08:21 The AI math moment: Erdős, OpenAI, DeepMind, and Anthropic 08:52 Why the OpenAI result was an act of exploration 10:25 OpenAI vs. DeepMind: informal reasoning vs. formal proof 12:13 RL 101: learning by doing, not just watching 15:10 Why reinforcement learning works 15:58 How RL breaks: sparse feedback and long-horizon tasks 17:03 RLHF: how human feedback shaped early language models 18:48 Move 37, self-play, and the search for novel strategies 22:16 Explore vs. exploit in scientific discovery 24:49 Why RL may now be "the cake," not the cherry on top 25:46 Why RL started working with large language models 27:29 Is RL "sucking supervision through a straw"? 28:47 Why language may be the grounding layer for intelligence 31:46 A contrarian take on the Bitter Lesson 32:41 What test-time compute actually is 34:50 How RL gives models the ability to think 35:40 Verifiable rewards, math, coding, and the messy real world 38:00 What physics can teach us about AI 42:08 Is there a thermodynamics of AI? 43:08 From Erdős problems to Einstein-level AI 45:16 Is AI already doing original science? 45:51 How far are we from AI automating AI research 47:41 Why Dan is excited about the future of science

Matt Turck

69,801 görüntüleme • 3 ay önce

AI Agents Are Scheming, and Fighting Over Work - Uneasy Money Everyone assumed OpenAI's agents hacked Hugging Face to steal exam answers. According to the postmortem, they already had them, and the real hack involved trying to cover their tracks. 🕵️ Tay 💖 covers it with kain and Austin Griffith. Timestamps: 📈 01:09 How degens pumped BONER and HIMS on Robinhood Chain 📱 11:39 Austin calls FOMO's tokenized-stock UX crypto's smoothest onboarding yet 💧 25:51 1inch Aqua: See how it works at 🎭 26:37 Rune's fake $100M NASDAQ short squeeze LARP 🍄 33:39 The Chinese mushroom stock trading at an on-chain premium 🤖 34:46 OpenAI agents already had the answers and hacked to hide it ⚠️ 51:04 Bostrom's paperclip problem, 20 years later 🧠 54:20 Kain on the Claude 5.1 mixup that proved he can't tell the models apart 💸 01:04:13 Kyle Samani's $100 million 'line' with Multicoin 🔄 01:07:01 Cronos rolls back a $100M hack, and Moonwell gets hit again
1:18:07

AI Agents Are Scheming, and Fighting Over Work - Uneasy Money Everyone assumed OpenAI's agents hacked Hugging Face to steal exam answers. According to the postmortem, they already had them, and the real hack involved trying to cover their tracks. 🕵️ Tay 💖 covers it with kain and Austin Griffith. Timestamps: 📈 01:09 How degens pumped BONER and HIMS on Robinhood Chain 📱 11:39 Austin calls FOMO's tokenized-stock UX crypto's smoothest onboarding yet 💧 25:51 1inch Aqua: See how it works at 🎭 26:37 Rune's fake $100M NASDAQ short squeeze LARP 🍄 33:39 The Chinese mushroom stock trading at an on-chain premium 🤖 34:46 OpenAI agents already had the answers and hacked to hide it ⚠️ 51:04 Bostrom's paperclip problem, 20 years later 🧠 54:20 Kain on the Claude 5.1 mixup that proved he can't tell the models apart 💸 01:04:13 Kyle Samani's $100 million 'line' with Multicoin 🔄 01:07:01 Cronos rolls back a $100M hack, and Moonwell gets hit again

Laura Shin

11,384 görüntüleme • 15 gün önce

An Agent Deleted Kain's Database. Two AI Models Rebuilt It in 30 Seconds 🤖 @kaiynne says AI testing agents built their own "society" inside OpenAI's sandbox, then used it to break into Hugging Face. Tay 💖 isn't sure that's actually reassuring. 🤖 Timestamps: 🍴 00:40 Why Luke Dashjr's OP_RETURN fork split Bitcoin, then died in two blocks 💧 12:03 1inch Aqua: Back multiple liquidity positions from one wallet at 🔓 12:51 How a Metabase breach exposed Privy and a wave of other crypto apps 🇰🇵 18:32 A DPRK hacker's botched $500k laundering job, then a DEF CON fake-hire sting ⚖️ 24:45 Why Bybit is suing DPRK over its 'billion dollar' 2025 hack 🐜 30:30 The AI agents that built their own society inside OpenAI's sandbox 🕸️ 46:16 How a single shared repo let every sandboxed agent talk to each other 💾 47:44 Kain's coding agent deleted his database. Two AI models rebuilt it in 30 seconds 🏛️ 58:06 Why Taylor says the US government, not China, is AI's biggest risk 📊 01:03:12 Why Hyperliquid's RWA market creators keep half of HIP-3's fees
1:12:12

An Agent Deleted Kain's Database. Two AI Models Rebuilt It in 30 Seconds 🤖 @kaiynne says AI testing agents built their own "society" inside OpenAI's sandbox, then used it to break into Hugging Face. Tay 💖 isn't sure that's actually reassuring. 🤖 Timestamps: 🍴 00:40 Why Luke Dashjr's OP_RETURN fork split Bitcoin, then died in two blocks 💧 12:03 1inch Aqua: Back multiple liquidity positions from one wallet at 🔓 12:51 How a Metabase breach exposed Privy and a wave of other crypto apps 🇰🇵 18:32 A DPRK hacker's botched $500k laundering job, then a DEF CON fake-hire sting ⚖️ 24:45 Why Bybit is suing DPRK over its 'billion dollar' 2025 hack 🐜 30:30 The AI agents that built their own society inside OpenAI's sandbox 🕸️ 46:16 How a single shared repo let every sandboxed agent talk to each other 💾 47:44 Kain's coding agent deleted his database. Two AI models rebuilt it in 30 seconds 🏛️ 58:06 Why Taylor says the US government, not China, is AI's biggest risk 📊 01:03:12 Why Hyperliquid's RWA market creators keep half of HIP-3's fees

Laura Shin

13,184 görüntüleme • 1 ay önce

E182: Jordi Visser - Why Aging is a disease, Why Bitcoin is a hedge against abundance and why you shouldn't buy a house! Jordi Visser spent three decades on Wall Street, from a Morgan Stanley trading desk to CIO at Weiss Multi-Strategy. These days he studies AI, macro, and longevity full time. We cover why he thinks aging is optional, why Bitcoin is the only asset he'd bet on for the next decade, and why money never actually made him happy. 00:00 Intro 02:10 Jordi's Weekend Recap 03:49 The Blueprint For Living To 100 04:31 Why Longevity Became An Obsession 05:44 What Kills A Healthy Habit 07:20 Supplements & Meds: Worth It? 09:51 Partnerships: Variational Bitwise 10:44 The First Step Into Longevity 12:17 Wealth's Hidden Effect On Longevity 14:03 Peptides & Hormones: Jordi's Take 17:47 What Is Heart-Rate Variability? 21:21 How To Track Your HRV 23:17 Average vs. Great HRV 25:12 Lessons From The Finance World 29:10 Learning What Money Really Means 31:58 Partnership: KAST 32:47 Why Make More Money At All 35:20 "AI Will Make Everything Abundant" 38:20 Does Abundance Mean Cheaper? 38:54 Why We'll Still Need Wealth 41:22 How Jordi Fell Into Bitcoin 47:44 Jordi's Bitcoin Thesis, Simplified 50:10 How Much Bitcoin Is In His Portfolio 50:48 Would Jordi Ever Sell? 51:52 Partnerships: Jupiter Ethena 52:38 How Big Can Bitcoin Get 54:00 On "Bitcoin Is Too Expensive" 55:28 Why A Crypto Channel, Not Just Bitcoin 56:25 Does Jordi Own Other Crypto 57:24 Other Scarce Assets He's Bought 58:41 Should 20-Somethings Buy A House 01:02:00 Routine vs. Unique 01:03:57 Why Allergies Aren't Real 01:07:02 Closing Thoughts
1:07:34

E182: Jordi Visser - Why Aging is a disease, Why Bitcoin is a hedge against abundance and why you shouldn't buy a house! Jordi Visser spent three decades on Wall Street, from a Morgan Stanley trading desk to CIO at Weiss Multi-Strategy. These days he studies AI, macro, and longevity full time. We cover why he thinks aging is optional, why Bitcoin is the only asset he'd bet on for the next decade, and why money never actually made him happy. 00:00 Intro 02:10 Jordi's Weekend Recap 03:49 The Blueprint For Living To 100 04:31 Why Longevity Became An Obsession 05:44 What Kills A Healthy Habit 07:20 Supplements & Meds: Worth It? 09:51 Partnerships: Variational Bitwise 10:44 The First Step Into Longevity 12:17 Wealth's Hidden Effect On Longevity 14:03 Peptides & Hormones: Jordi's Take 17:47 What Is Heart-Rate Variability? 21:21 How To Track Your HRV 23:17 Average vs. Great HRV 25:12 Lessons From The Finance World 29:10 Learning What Money Really Means 31:58 Partnership: KAST 32:47 Why Make More Money At All 35:20 "AI Will Make Everything Abundant" 38:20 Does Abundance Mean Cheaper? 38:54 Why We'll Still Need Wealth 41:22 How Jordi Fell Into Bitcoin 47:44 Jordi's Bitcoin Thesis, Simplified 50:10 How Much Bitcoin Is In His Portfolio 50:48 Would Jordi Ever Sell? 51:52 Partnerships: Jupiter Ethena 52:38 How Big Can Bitcoin Get 54:00 On "Bitcoin Is Too Expensive" 55:28 Why A Crypto Channel, Not Just Bitcoin 56:25 Does Jordi Own Other Crypto 57:24 Other Scarce Assets He's Bought 58:41 Should 20-Somethings Buy A House 01:02:00 Routine vs. Unique 01:03:57 Why Allergies Aren't Real 01:07:02 Closing Thoughts

MR SHIFT 🦁

148,873 görüntüleme • 1 ay önce

AI Agents Can't Go to Jail. So GenLayer Built Them a Court Instead. What happens when an AI agent decides to cheat, and there's no jail to put it in? Albert Castellana 卡瑟 - e/acc of GenLayer and Arthur Hayes of Flop Labs told me why the only leverage left over an agent is the money sitting in escrow. 🤖⚖️ Timestamps: 🏛️ 01:20 Albert Castellana on the $150 million custody failure that led him to build GenLayer 🤖 05:20 Why Flop needs GenLayer's dispute layer to make agentic commerce work ⚖️ 07:26 The kinds of disputes AI agents will actually have with each other 📣 13:38 1inch Aqua: See how the shared liquidity platform works at 📜 14:29 How an intelligent contract escrows funds and calls in AI validators 🔗 18:51 Inside GenLayer's architecture: the L2 chain and 1,500 validators 💵 27:21 What an AI verdict actually costs: 50 cents to $100, minutes to hours 🔒 34:30 Why AI agents can't go to jail, so escrow is the only enforcement ⚔️ 40:14 How GenLayer compares to the AAA, Kleros, UMA, and the failed Aragon Court 🕵️ 49:29 Can the validator network be gamed or bought off? 🚀 54:34 What's next for GenLayer's token launch and Flop's Q4 airdrop
1:00:41

AI Agents Can't Go to Jail. So GenLayer Built Them a Court Instead. What happens when an AI agent decides to cheat, and there's no jail to put it in? Albert Castellana 卡瑟 - e/acc of GenLayer and Arthur Hayes of Flop Labs told me why the only leverage left over an agent is the money sitting in escrow. 🤖⚖️ Timestamps: 🏛️ 01:20 Albert Castellana on the $150 million custody failure that led him to build GenLayer 🤖 05:20 Why Flop needs GenLayer's dispute layer to make agentic commerce work ⚖️ 07:26 The kinds of disputes AI agents will actually have with each other 📣 13:38 1inch Aqua: See how the shared liquidity platform works at 📜 14:29 How an intelligent contract escrows funds and calls in AI validators 🔗 18:51 Inside GenLayer's architecture: the L2 chain and 1,500 validators 💵 27:21 What an AI verdict actually costs: 50 cents to $100, minutes to hours 🔒 34:30 Why AI agents can't go to jail, so escrow is the only enforcement ⚔️ 40:14 How GenLayer compares to the AAA, Kleros, UMA, and the failed Aragon Court 🕵️ 49:29 Can the validator network be gamed or bought off? 🚀 54:34 What's next for GenLayer's token launch and Flop's Q4 airdrop

Laura Shin

12,526 görüntüleme • 11 gün önce

'Ethereum should charge more.' That's @kaiynne's take on the latest Uneasy Money, and what stuck with me: he thinks weak L2s should be forced to become their own L1s. 🤔 According to Tay 💖, though, the lost revenue may not be lost at all. Worth the listen. Timestamps: 🪂 01:30 Benjamin and Weso explain how Cap's Stabledrop plan fell apart post-TGE 💸 08:05 Weso on why uncapped points programs turn into runaway marketing spend 🐦 21:31 Kain and Taylor on crypto Twitter's algorithm flip after a year of exile 📱 24:17 Cape: Get 33% off your first six months of privacy-first mobile service at 🏛️ 25:09 Why EthSystems, the newest EF spinout, splits Kain on bullish or bearish 🤝 30:20 Taylor on Jesse handing Base app duties to Cobie and what it signals 🎰 36:28 Robinhood Chain's memecoin surge, Morpho ties, and the CashCat backstory ⚖️ 41:17 Is Ethereum undercharging L2s? Kain makes the case for pushing costs to L1 🔓 55:51 BarnBridge's SEC-era DAO, this week's governance exploit, and the fix that stops it ☢️ 01:11:31 The Ostium hack: North Korea-linked actor, stolen keys, oracle compromise 💥 01:26:24 Closing rapid-fire: Euler's recovery and an old Vyper compiler bug revisited
1:29:29

'Ethereum should charge more.' That's @kaiynne's take on the latest Uneasy Money, and what stuck with me: he thinks weak L2s should be forced to become their own L1s. 🤔 According to Tay 💖, though, the lost revenue may not be lost at all. Worth the listen. Timestamps: 🪂 01:30 Benjamin and Weso explain how Cap's Stabledrop plan fell apart post-TGE 💸 08:05 Weso on why uncapped points programs turn into runaway marketing spend 🐦 21:31 Kain and Taylor on crypto Twitter's algorithm flip after a year of exile 📱 24:17 Cape: Get 33% off your first six months of privacy-first mobile service at 🏛️ 25:09 Why EthSystems, the newest EF spinout, splits Kain on bullish or bearish 🤝 30:20 Taylor on Jesse handing Base app duties to Cobie and what it signals 🎰 36:28 Robinhood Chain's memecoin surge, Morpho ties, and the CashCat backstory ⚖️ 41:17 Is Ethereum undercharging L2s? Kain makes the case for pushing costs to L1 🔓 55:51 BarnBridge's SEC-era DAO, this week's governance exploit, and the fix that stops it ☢️ 01:11:31 The Ostium hack: North Korea-linked actor, stolen keys, oracle compromise 💥 01:26:24 Closing rapid-fire: Euler's recovery and an old Vyper compiler bug revisited

Laura Shin

17,785 görüntüleme • 2 ay önce

.nick.eth says his belief that token governance can work is 'weaker than it was.' 🗳️ On Uneasy Money, he tells @kaiynne and Tay 💖 why he still isn't ready to give up on the ENS DAO. Timestamps: 🗳️ 02:14 Kain unpacks whether Nick really controls the ENS Security Council vote 🔥 06:37 Taylor pushes back: is the pile-on on Nick actually fair? ⚔️ 11:30 Kain calls it a DAO governance proxy war, echoing Aave's Stani fight 🍯 15:00 Nick on why a DAO treasury becomes a honeypot for capital allocation 🪙 28:01 Nick on why ETH-weighted voting would have left ENS open to a takeover ⚖️ 32:47 Nick clarifies what the ENS Labs proposal actually changes at the DAO 🏛️ 40:27 Nick argues the DAO should stop trying to run ENS day-to-day 📣 52:04 Cape: Get 33% off your first six months with code unchained at 🍴 58:56 Could a fork let Nick walk off with ENS's treasury? Alex says no 🎤 01:13:31 Taylor asks Nick and Alex point blank: why are you still here?
1:18:16

.nick.eth says his belief that token governance can work is 'weaker than it was.' 🗳️ On Uneasy Money, he tells @kaiynne and Tay 💖 why he still isn't ready to give up on the ENS DAO. Timestamps: 🗳️ 02:14 Kain unpacks whether Nick really controls the ENS Security Council vote 🔥 06:37 Taylor pushes back: is the pile-on on Nick actually fair? ⚔️ 11:30 Kain calls it a DAO governance proxy war, echoing Aave's Stani fight 🍯 15:00 Nick on why a DAO treasury becomes a honeypot for capital allocation 🪙 28:01 Nick on why ETH-weighted voting would have left ENS open to a takeover ⚖️ 32:47 Nick clarifies what the ENS Labs proposal actually changes at the DAO 🏛️ 40:27 Nick argues the DAO should stop trying to run ENS day-to-day 📣 52:04 Cape: Get 33% off your first six months with code unchained at 🍴 58:56 Could a fork let Nick walk off with ENS's treasury? Alex says no 🎤 01:13:31 Taylor asks Nick and Alex point blank: why are you still here?

Laura Shin

18,943 görüntüleme • 2 ay önce

In one of my favourite Cheeky Pint episodes to date, Brian Armstrong brings us behind the scenes at Coinbase 🛡️: their battles against North Korean hackers, war stories from breakneck early scaling, confronting people who won’t use AI to code, Coinbase becoming people’s primary financial account, and how banks are now embracing crypto. Subscribe on Spotify, Apple Podcasts, and YouTube for future Cheeky Pint episodes. Timestamps 00:00 Intro 01:14 How Coinbase won the exchange market 06:22 Losing money on every bitcoin purchase 10:54 North Korean hackers 14:54 The Everything Exchange 17:39 Crypto will be bigger than gold 19:22 Stablecoin adoption 23:28 Jamie Dimon and big banks on crypto 26:44 Coinbase as your primary financial account 27:53 Neobanks 29:41 Bitcoin going to $1 million 33:16 Crypto in an investment portfolio 34:43 GENIUS Act 37:10 Electing a pro-crypto Congress 45:24 Reforming accredited investor rules 48:33 Squashing scams 50:11 Bitcoin preserving the American experiment 57:09 Balaji Srinivasan 01:01:05 The mission-first company announcement 01:05:50 How does Coinbase focus? 01:07:44 Venture bets and Brian vetoing USDC 01:12:02 Brian’s AI coding mandate 01:15:13 Advice for Stripe
1:16:52

In one of my favourite Cheeky Pint episodes to date, Brian Armstrong brings us behind the scenes at Coinbase 🛡️: their battles against North Korean hackers, war stories from breakneck early scaling, confronting people who won’t use AI to code, Coinbase becoming people’s primary financial account, and how banks are now embracing crypto. Subscribe on Spotify, Apple Podcasts, and YouTube for future Cheeky Pint episodes. Timestamps 00:00 Intro 01:14 How Coinbase won the exchange market 06:22 Losing money on every bitcoin purchase 10:54 North Korean hackers 14:54 The Everything Exchange 17:39 Crypto will be bigger than gold 19:22 Stablecoin adoption 23:28 Jamie Dimon and big banks on crypto 26:44 Coinbase as your primary financial account 27:53 Neobanks 29:41 Bitcoin going to $1 million 33:16 Crypto in an investment portfolio 34:43 GENIUS Act 37:10 Electing a pro-crypto Congress 45:24 Reforming accredited investor rules 48:33 Squashing scams 50:11 Bitcoin preserving the American experiment 57:09 Balaji Srinivasan 01:01:05 The mission-first company announcement 01:05:50 How does Coinbase focus? 01:07:44 Venture bets and Brian vetoing USDC 01:12:02 Brian’s AI coding mandate 01:15:13 Advice for Stripe

John Collison

241,703 görüntüleme • 1 yıl önce

AMD invited us to their biggest launch of the year to check out the behind-the-scenes. At Advancing AI 2026, Anush Elangovan (VP, AI Software at AMD) and Quentin Anthony (VP, AI Engineering at Zyphra) join sophia dew on the floor to break down Helios, ROCm AI, and the Anthropic partnership, live the day it all shipped: 1:05 What actually changed today: AMD goes rack-scale 3:03 ROCm skills land in Claude Code and Codex 3:51 Why Zyphra bet its whole stack on AMD 3:57 Sparse mixture-of-experts and the HBM advantage 6:25 Why an open stack beats a closed one 8:52 The wall of logos: Anthropic, OpenAI, Meta 9:27 Why the frontier labs are committing gigawatts 11:30 Why the next wave will exceed expectations 17:02 Frontier models running on your own laptop + DeepSeek V4 Pro at 8-10 tokens/sec 17:41 How ROCm AI hits 3.3x inference gains 19:38 A kernel rewritten overnight with no humans in the loop 21:40 Do you still need kernel experts? 23:47 Why CPUs are critical for the agentic AI era 25:40 An agent that's been rewriting a driver for four months 28:14 The internet parallel, and the dark-fiber lesson
29:48

AMD invited us to their biggest launch of the year to check out the behind-the-scenes. At Advancing AI 2026, Anush Elangovan (VP, AI Software at AMD) and Quentin Anthony (VP, AI Engineering at Zyphra) join sophia dew on the floor to break down Helios, ROCm AI, and the Anthropic partnership, live the day it all shipped: 1:05 What actually changed today: AMD goes rack-scale 3:03 ROCm skills land in Claude Code and Codex 3:51 Why Zyphra bet its whole stack on AMD 3:57 Sparse mixture-of-experts and the HBM advantage 6:25 Why an open stack beats a closed one 8:52 The wall of logos: Anthropic, OpenAI, Meta 9:27 Why the frontier labs are committing gigawatts 11:30 Why the next wave will exceed expectations 17:02 Frontier models running on your own laptop + DeepSeek V4 Pro at 8-10 tokens/sec 17:41 How ROCm AI hits 3.3x inference gains 19:38 A kernel rewritten overnight with no humans in the loop 21:40 Do you still need kernel experts? 23:47 Why CPUs are critical for the agentic AI era 25:40 An agent that's been rewriting a driver for four months 28:14 The internet parallel, and the dark-fiber lesson

MTS

71,937 görüntüleme • 1 ay önce

Did the Ninth Circuit Just Send Kalshi to the Supreme Court? Is a Ninth Circuit loss actually good news for Kalshi's Supreme Court odds? Andy Ross makes that case to Austin Campbell, Ram Ahluwalia CFA, Lumida, and Christopher Perkins 🦅🌎⚓️NYC on the new Bits + Bips. ⚖️ Timestamps: 📣 00:39 1inch Aqua: Back multiple liquidity positions with one wallet at 🤖 01:31 How OpenAI's agents built a covert message board to game evaluations ⚖️ 11:16 Why Andy says blaming AI is easier than admitting human error 📣 17:18 1inch Aqua: See how the new shared liquidity platform works at 🏛️ 18:05 Ninth Circuit rules Nevada can enforce gambling law against Kalshi 🎯 22:49 Why the CFTC believes it has federal preemption over event contracts 💹 28:47 Perpetuals are back, and Kalshi is adding gold, FX, and rates contracts 📜 33:43 Austin on the blurry legal line between a swap and a future 🏦 41:45 Warsh's hawkish Jackson Hole speech and September hike odds 💰 52:14 Why Austin thinks Congress, not the Fed, owns the debt problem 🌐 56:03 Andy on stablecoin dollarization and Kalshi's coming AI markets
59:29

Did the Ninth Circuit Just Send Kalshi to the Supreme Court? Is a Ninth Circuit loss actually good news for Kalshi's Supreme Court odds? Andy Ross makes that case to Austin Campbell, Ram Ahluwalia CFA, Lumida, and Christopher Perkins 🦅🌎⚓️NYC on the new Bits + Bips. ⚖️ Timestamps: 📣 00:39 1inch Aqua: Back multiple liquidity positions with one wallet at 🤖 01:31 How OpenAI's agents built a covert message board to game evaluations ⚖️ 11:16 Why Andy says blaming AI is easier than admitting human error 📣 17:18 1inch Aqua: See how the new shared liquidity platform works at 🏛️ 18:05 Ninth Circuit rules Nevada can enforce gambling law against Kalshi 🎯 22:49 Why the CFTC believes it has federal preemption over event contracts 💹 28:47 Perpetuals are back, and Kalshi is adding gold, FX, and rates contracts 📜 33:43 Austin on the blurry legal line between a swap and a future 🏦 41:45 Warsh's hawkish Jackson Hole speech and September hike odds 💰 52:14 Why Austin thinks Congress, not the Fed, owns the debt problem 🌐 56:03 Andy on stablecoin dollarization and Kalshi's coming AI markets

Laura Shin

13,073 görüntüleme • 18 gün önce

She left Waterloo without graduating. Now she's a Member of Technical Staff at OpenAI. Brooke Joseph joined a 12-person startup called Sky as an intern. Six months later, OpenAI acquired it. Now she does agent post-training research on computer use full-time, teaching models to click, type, and operate any software a human can. I sat down with her in Washington Square Park to get into: •Why she takes jobs she's "unqualified" for and how you build that confidence •What makes software feel magical •Why computer use is the road to AGI •When you should not let an agent use your computer •How she learns and why she still does it by hand 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Intro: Washington Square Park (02:00) Her First Job: Her Dad's Produce Store (03:43) Why She Takes Roles She's "Unqualified" For (07:12) Why Sweden: Building Edge ML for Volvo & Siemens (11:18) What Made Sky Magical (14:19) Ari, Konrad, and Asking "Why" Relentlessly (17:28) Six Months In: OpenAI Acquires Sky (18:54) Computer Use, Explained (20:14) Why Computer Use Is the Road to AGI (25:14) When Not to Let an Agent Use Your Computer (29:32) The "Never Satisfied" Mindset (35:40) Her Love of Math, and Mr. White (45:32) Her Curiosity Deep-Dive System (52:29) Post-AGI Plans: A Bakery in Paris
54:14

She left Waterloo without graduating. Now she's a Member of Technical Staff at OpenAI. Brooke Joseph joined a 12-person startup called Sky as an intern. Six months later, OpenAI acquired it. Now she does agent post-training research on computer use full-time, teaching models to click, type, and operate any software a human can. I sat down with her in Washington Square Park to get into: •Why she takes jobs she's "unqualified" for and how you build that confidence •What makes software feel magical •Why computer use is the road to AGI •When you should not let an agent use your computer •How she learns and why she still does it by hand 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Intro: Washington Square Park (02:00) Her First Job: Her Dad's Produce Store (03:43) Why She Takes Roles She's "Unqualified" For (07:12) Why Sweden: Building Edge ML for Volvo & Siemens (11:18) What Made Sky Magical (14:19) Ari, Konrad, and Asking "Why" Relentlessly (17:28) Six Months In: OpenAI Acquires Sky (18:54) Computer Use, Explained (20:14) Why Computer Use Is the Road to AGI (25:14) When Not to Let an Agent Use Your Computer (29:32) The "Never Satisfied" Mindset (35:40) Her Love of Math, and Mr. White (45:32) Her Curiosity Deep-Dive System (52:29) Post-AGI Plans: A Bakery in Paris

Julia Fedorin

52,593 görüntüleme • 11 gün önce

.Jerry Tworek is an AI legend. He came to OpenAI from the world of finance and spent years contributing to some of the company's most important projects. He played a major role in ushering in the era of reasoning and, well, he just left OpenAI. In this Core Memory pod, Kylie Robison and I bring you the exclusive not-so-formal exit interview with Jerry. He explains his dissatisfaction with the company's current research direction and his fears for the field overall. He goes into spots where OpenAI lost its way and Google and Anthropic thrived. And he talks about what he's chasing next. It's a banger. The Core Memory podcast is on all major platforms and on our YouTube channel. This podcast is sponsored by Brex , the intelligent finance platform built to help companies spend smarter and move faster. And it's brought to you by the VC gurus E1 Ventures 🇺🇸 Timestamps 00:00:00 Intro 00:03:37 Jerry Tworek Joins the Pod 00:05:34 Reflecting on Seven Years at OpenAI 00:09:08 Why Jerry Left: 00:12:28 Beyond Pre-Training 00:16:19 The "Sad" Homogeneity of Current AI Labs 00:23:35 The Mavericks: Carmack, Ilya, and LeCun 00:26:32 Training AI on Video Games 00:32:14 Two Big Bets 00:34:32 Updating AGI Timelines 00:37:16 Q-Star 00:41:10 The Coup 00:43:29 Is the Hype Justified? 00:49:23 The Polish Mafia 00:53:15 Google's Comeback and OpenAI's Fumble 00:59:27 Why Anthropic is Impressive 01:03:01 Jerry's Next Chapter 01:11:56 Is AI Research Star-Driven? 01:14:32 Meditation & Conclusion
1:16:29

.Jerry Tworek is an AI legend. He came to OpenAI from the world of finance and spent years contributing to some of the company's most important projects. He played a major role in ushering in the era of reasoning and, well, he just left OpenAI. In this Core Memory pod, Kylie Robison and I bring you the exclusive not-so-formal exit interview with Jerry. He explains his dissatisfaction with the company's current research direction and his fears for the field overall. He goes into spots where OpenAI lost its way and Google and Anthropic thrived. And he talks about what he's chasing next. It's a banger. The Core Memory podcast is on all major platforms and on our YouTube channel. This podcast is sponsored by Brex , the intelligent finance platform built to help companies spend smarter and move faster. And it's brought to you by the VC gurus E1 Ventures 🇺🇸 Timestamps 00:00:00 Intro 00:03:37 Jerry Tworek Joins the Pod 00:05:34 Reflecting on Seven Years at OpenAI 00:09:08 Why Jerry Left: 00:12:28 Beyond Pre-Training 00:16:19 The "Sad" Homogeneity of Current AI Labs 00:23:35 The Mavericks: Carmack, Ilya, and LeCun 00:26:32 Training AI on Video Games 00:32:14 Two Big Bets 00:34:32 Updating AGI Timelines 00:37:16 Q-Star 00:41:10 The Coup 00:43:29 Is the Hype Justified? 00:49:23 The Polish Mafia 00:53:15 Google's Comeback and OpenAI's Fumble 00:59:27 Why Anthropic is Impressive 01:03:01 Jerry's Next Chapter 01:11:56 Is AI Research Star-Driven? 01:14:32 Meditation & Conclusion

Ashlee Vance

11,701 görüntüleme • 8 ay önce

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 🦁

108,101 görüntüleme • 5 ay önce

I think David George is one of the great growth investors today. But I also think some of the hardest and most pressing questions have not been asked. - How does a $5BN fund do a 5x? - Why invest $300M into Adam Neumann? - You say, “diamonds in the rough”, and largest positions are SpaceX, Stripe and Anduril… what am I missing? This is one of the spiciest shows we have ever done. Spotify 👉 Youtube 👉 Apple Podcasts 👉 My biggest takeaway from David George 👇 Timestamps: 00:00 Intro 01:24 Why Everyone is Wrong: Mega Funds Does Not Reduce Returns 07:13 The Biggest Advantage of Staying Private for Longer 11:02 Is Public Market Capital Actually Cheaper Than Private Capital? 22:42 The #1 Investing Rule for a16z: Always Invest in the Founder's Strength of Strengths 30:23 Does Revenue Matter as Much in a World of AI? 30:54 Does Kingmaking Still Exist in Venture Capital Today? 43:48 Do Margins Matter Less Than Ever in an AI-First World? 47:01 My Biggest Miss: Anthropic and What I Learn From it? 48:15 Has OpenAI Won Consumer AI? Will Anthropic Win Enterprise? 52:50 The Most Controversial Decision in Andreessen Horowitz History 55:59 Why Did You Invest $300M into Adam Neumann and Flow? 59:17 Quick-Fire Round
1:11:52

I think David George is one of the great growth investors today. But I also think some of the hardest and most pressing questions have not been asked. - How does a $5BN fund do a 5x? - Why invest $300M into Adam Neumann? - You say, “diamonds in the rough”, and largest positions are SpaceX, Stripe and Anduril… what am I missing? This is one of the spiciest shows we have ever done. Spotify 👉 Youtube 👉 Apple Podcasts 👉 My biggest takeaway from David George 👇 Timestamps: 00:00 Intro 01:24 Why Everyone is Wrong: Mega Funds Does Not Reduce Returns 07:13 The Biggest Advantage of Staying Private for Longer 11:02 Is Public Market Capital Actually Cheaper Than Private Capital? 22:42 The #1 Investing Rule for a16z: Always Invest in the Founder's Strength of Strengths 30:23 Does Revenue Matter as Much in a World of AI? 30:54 Does Kingmaking Still Exist in Venture Capital Today? 43:48 Do Margins Matter Less Than Ever in an AI-First World? 47:01 My Biggest Miss: Anthropic and What I Learn From it? 48:15 Has OpenAI Won Consumer AI? Will Anthropic Win Enterprise? 52:50 The Most Controversial Decision in Andreessen Horowitz History 55:59 Why Did You Invest $300M into Adam Neumann and Flow? 59:17 Quick-Fire Round

Harry Stebbings

334,152 görüntüleme • 9 ay önce

DROPS E27: Ben from Talus Labs: Building the Future of Decentralized AI Agents In this episode Ben breaks down why AI isn’t a bubble, how Talus is redefining on-chain agents, and why optimism is something you earn and not something you just feel. We talk about: - Why AI is not a bubble and how mega-cap tech is funding the next AI wave through massive CapEx - How Talus enables decentralized AI agents that can act and transact trustlessly - The three big crypto × AI intersections: compute, data ownership, and intelligent on-chain workflows - Why AI needs verifiable, censorship-resistant execution layers and why blockchains provide that - Nuclear energy as a prerequisite for AGI-scale compute demand - Why SWE’s object model + parallelization is perfect for autonomous agent payments and priority fees And much more! Timestamps: 0:00 Introduction 1:31 Welcome To Drops 2:10 Getting Backers Like Polychain 3:16 Building While In College 7:51 VC’s vs Founders Differences Explained 10:01 Is There An AI Bubble 11:53 How Do We Quantify The AI Opportunity In Crypto 12:33 AI Is Difficult To Invest In, Why? 13:35 Risks To Look Out For To Ensure AI Investments Deliver 16:47 Energy Being A Big Risk For AI 20:50 How You Became Fascinated By Crypto & Blockchain 22:00 Why Does AI & Blockchain Intersection Make Sense Compute Side 24:39 Why Does AI & Blockchain Intersection Make Sense for Data Ownership 26:30 Complex Workflows With Intelligent Execution Meaning 28:19 Why Do We Need This On Blockchain 30:26 How Adding This Decentralized Layer Helps With The Black Box 32:01 Explain Talus To Your Mom 33:39 Talus Solved Blockchain Determinism Limitation Explained 35:43 Two Examples That Can Be Built On The Zapier Of Web 3 39:32 Why Get Investment From SUI 42:56 What’s Needed To Get To The Next Level 43:35 One Takeaway From Conversation 43:51 One Thing Pessimistic People Are Missing
45:43

DROPS E27: Ben from Talus Labs: Building the Future of Decentralized AI Agents In this episode Ben breaks down why AI isn’t a bubble, how Talus is redefining on-chain agents, and why optimism is something you earn and not something you just feel. We talk about: - Why AI is not a bubble and how mega-cap tech is funding the next AI wave through massive CapEx - How Talus enables decentralized AI agents that can act and transact trustlessly - The three big crypto × AI intersections: compute, data ownership, and intelligent on-chain workflows - Why AI needs verifiable, censorship-resistant execution layers and why blockchains provide that - Nuclear energy as a prerequisite for AGI-scale compute demand - Why SWE’s object model + parallelization is perfect for autonomous agent payments and priority fees And much more! Timestamps: 0:00 Introduction 1:31 Welcome To Drops 2:10 Getting Backers Like Polychain 3:16 Building While In College 7:51 VC’s vs Founders Differences Explained 10:01 Is There An AI Bubble 11:53 How Do We Quantify The AI Opportunity In Crypto 12:33 AI Is Difficult To Invest In, Why? 13:35 Risks To Look Out For To Ensure AI Investments Deliver 16:47 Energy Being A Big Risk For AI 20:50 How You Became Fascinated By Crypto & Blockchain 22:00 Why Does AI & Blockchain Intersection Make Sense Compute Side 24:39 Why Does AI & Blockchain Intersection Make Sense for Data Ownership 26:30 Complex Workflows With Intelligent Execution Meaning 28:19 Why Do We Need This On Blockchain 30:26 How Adding This Decentralized Layer Helps With The Black Box 32:01 Explain Talus To Your Mom 33:39 Talus Solved Blockchain Determinism Limitation Explained 35:43 Two Examples That Can Be Built On The Zapier Of Web 3 39:32 Why Get Investment From SUI 42:56 What’s Needed To Get To The Next Level 43:35 One Takeaway From Conversation 43:51 One Thing Pessimistic People Are Missing

MR SHIFT 🦁

41,057 görüntüleme • 9 ay önce

"You either die a capabilities researcher or live long enough to see yourself become an alignment researcher." Aidan McLaughlin says his job at OpenAI is quietly turning into the second one. Aidan McLaughlin, research scientist on OpenAI's Core Models team, joins Theo Jaffee and sof 𓋹 in the MTS studio on recursive self-improvement, why alignment and profit point the same way, and the chess video that got him into AI: 01:41 X as the uncheatable eval 03:10 his one-sentence take on RSI 04:28 Leopold's answer to why GDP can't stay flat 05:46 the 100 million Nobel-level immigrants thought experiment 07:16 who gets left out if America is central to superintelligence 10:16 "you either die a capabilities researcher..." 11:10 what the safetyists get wrong about the current moment 11:44 why the fastest way round a corner is to use the brakes 13:38 the internal vibe at OpenAI after the Hugging Face incident 15:02 the all-you-can-eat Codex buffet 15:36 from babysitting a bad intern to managing a team 16:06 why none of this shows up in productivity statistics yet 18:07 why he thinks you should work at a lab, not an auditing org 22:32 the AlphaZero video that made him feel like he'd met aliens 23:36 what AidanBench measured and why he wants someone to revive it 25:30 the risk isn't a mode collapsed model, it's a mode collapsed world
26:27

"You either die a capabilities researcher or live long enough to see yourself become an alignment researcher." Aidan McLaughlin says his job at OpenAI is quietly turning into the second one. Aidan McLaughlin, research scientist on OpenAI's Core Models team, joins Theo Jaffee and sof 𓋹 in the MTS studio on recursive self-improvement, why alignment and profit point the same way, and the chess video that got him into AI: 01:41 X as the uncheatable eval 03:10 his one-sentence take on RSI 04:28 Leopold's answer to why GDP can't stay flat 05:46 the 100 million Nobel-level immigrants thought experiment 07:16 who gets left out if America is central to superintelligence 10:16 "you either die a capabilities researcher..." 11:10 what the safetyists get wrong about the current moment 11:44 why the fastest way round a corner is to use the brakes 13:38 the internal vibe at OpenAI after the Hugging Face incident 15:02 the all-you-can-eat Codex buffet 15:36 from babysitting a bad intern to managing a team 16:06 why none of this shows up in productivity statistics yet 18:07 why he thinks you should work at a lab, not an auditing org 22:32 the AlphaZero video that made him feel like he'd met aliens 23:36 what AidanBench measured and why he wants someone to revive it 25:30 the risk isn't a mode collapsed model, it's a mode collapsed world

MTS

106,403 görüntüleme • 1 ay önce

Long-term holders pay the price for a hardware flaw, not a lapse in judgment. On the new Bits + Bips, Austin Campbell, Ram Ahluwalia CFA, Lumida, and Christopher Perkins 🦅🌎⚓️NYC join Alex Thorn, who has traced the Coldcard firmware bug in real time. According to Alex Thorn, three confirmed waves have taken over $100 million in BTC, and victims averaged four years of dormancy. 🔐 Timestamps: 📱 00:54 Cape: Get 33% off your first six months of privacy-first mobile service at 📉 02:22 How a $45B AI fund cratered to $10B in one brutal month 🖥️ 07:59 Alex Thorn: why AI infrastructure demand isn't actually slowing 🏦 15:45 Why Ram calls Citadel and Jane Street the new lenders of last resort 🔐 20:14 Inside the Coldcard hack: over $100M drained from cold storage 🎲 24:11 How a broken random number generator let attackers derive keys 🕵️ 30:19 Alex Thorn traces the Coldcard attacker's wave-by-wave pattern 🤖 40:23 Why US AI guardrails are pushing security research to Chinese models 🔑 45:50 Self-custody or Coinbase? Alex Thorn's advice for grandma's Bitcoin 🏛️ 54:44 The Fed holds rates as Kevin Warsh pushes for more accountability 🇯🇵 57:48 The yen carry trade, a more powerful Treasury, and how to keep rates low
1:01:10

Long-term holders pay the price for a hardware flaw, not a lapse in judgment. On the new Bits + Bips, Austin Campbell, Ram Ahluwalia CFA, Lumida, and Christopher Perkins 🦅🌎⚓️NYC join Alex Thorn, who has traced the Coldcard firmware bug in real time. According to Alex Thorn, three confirmed waves have taken over $100 million in BTC, and victims averaged four years of dormancy. 🔐 Timestamps: 📱 00:54 Cape: Get 33% off your first six months of privacy-first mobile service at 📉 02:22 How a $45B AI fund cratered to $10B in one brutal month 🖥️ 07:59 Alex Thorn: why AI infrastructure demand isn't actually slowing 🏦 15:45 Why Ram calls Citadel and Jane Street the new lenders of last resort 🔐 20:14 Inside the Coldcard hack: over $100M drained from cold storage 🎲 24:11 How a broken random number generator let attackers derive keys 🕵️ 30:19 Alex Thorn traces the Coldcard attacker's wave-by-wave pattern 🤖 40:23 Why US AI guardrails are pushing security research to Chinese models 🔑 45:50 Self-custody or Coinbase? Alex Thorn's advice for grandma's Bitcoin 🏛️ 54:44 The Fed holds rates as Kevin Warsh pushes for more accountability 🇯🇵 57:48 The yen carry trade, a more powerful Treasury, and how to keep rates low

Laura Shin

12,482 görüntüleme • 1 ay önce

🎙️Freedom, Forged in Art Ep. 155 with MADEX MADEX is an internationally renowned artist, designer and creative director from Alberta, Canada. He built the BULLBITCOIN.COM brand alongside FRANCIS ⚜️ BULLBITCOIN.COM, and runs MADEX CO, a fine art, jewelry and regalia project he describes as a freedom project. In this rare conversation, MADEX explains why art has been captured as a vehicle for collectivist ideas and how he is pushing the opposite, what his three pillars of freedom are, why he refuses to put the Bitcoin ₿ on anything he makes, and why everyone should have children. → Please like, comment, share & subscribe, to help me beat the suppressing algo's. Thank you! 00:00 - Coming Up... 01:33 - Introduction: MADEX 05:28 - Why MADEX Is a Freedom Project 08:41 - Judge a Society by How It Treats Its Entrepreneurs 09:32 - Ad-Break: Expat Money & Ledn 13:01 - Why American Pickup Trucks Keep Getting Bigger 17:56 - Fiat & Global Agendas Influencing Companies & Brands 20:03 - Madex' Childhood in Alberta, Building Toys 24:35 - The Three Pillars of Freedom: Transact, Defend, Communicate 27:48 - No Compromise on Quality & Great Products 32:35 - Bitcoin as a Patron of Arts 38:40 - AI, Creativity & Divine Connection 42:14 - Ad-Break: Trezor & Abundant Mines 44:03 - Beyond the "B" in Bitcoin Art 50:55 - "MADEX Manifesto" Film and a Future One 55:55 - Value Has to Be Created Before It Can Be Stolen 59:34 - What Makes MADEX Bullish 1:05:27 - Free Your Mind & Soul 1:11:28 - "MADEX Manifesto" Short Film
1:16:40

🎙️Freedom, Forged in Art Ep. 155 with MADEX MADEX is an internationally renowned artist, designer and creative director from Alberta, Canada. He built the BULLBITCOIN.COM brand alongside FRANCIS ⚜️ BULLBITCOIN.COM, and runs MADEX CO, a fine art, jewelry and regalia project he describes as a freedom project. In this rare conversation, MADEX explains why art has been captured as a vehicle for collectivist ideas and how he is pushing the opposite, what his three pillars of freedom are, why he refuses to put the Bitcoin ₿ on anything he makes, and why everyone should have children. → Please like, comment, share & subscribe, to help me beat the suppressing algo's. Thank you! 00:00 - Coming Up... 01:33 - Introduction: MADEX 05:28 - Why MADEX Is a Freedom Project 08:41 - Judge a Society by How It Treats Its Entrepreneurs 09:32 - Ad-Break: Expat Money & Ledn 13:01 - Why American Pickup Trucks Keep Getting Bigger 17:56 - Fiat & Global Agendas Influencing Companies & Brands 20:03 - Madex' Childhood in Alberta, Building Toys 24:35 - The Three Pillars of Freedom: Transact, Defend, Communicate 27:48 - No Compromise on Quality & Great Products 32:35 - Bitcoin as a Patron of Arts 38:40 - AI, Creativity & Divine Connection 42:14 - Ad-Break: Trezor & Abundant Mines 44:03 - Beyond the "B" in Bitcoin Art 50:55 - "MADEX Manifesto" Film and a Future One 55:55 - Value Has to Be Created Before It Can Be Stolen 59:34 - What Makes MADEX Bullish 1:05:27 - Free Your Mind & Soul 1:11:28 - "MADEX Manifesto" Short Film

Efrat Fenigson

11,268 görüntüleme • 1 ay önce

BITCOIN RAILS #46: BITCOIN MINING IN THE AGE OF AI | with MARA CEO Fred Thiel 🔗 YOUTUBE: 🌿 SPOTIFY: In response to the AI-driven shock in global demand for computing power, large players in the Bitcoin mining industry have been forced to make significant strategic shifts to remain competitive. MARA — the largest Bitcoin miner in the world by hashrate — is emerging as one of the more well-positioned beneficiaries of these changing tides, having transitioned from an “asset-light” strategy (via hosted mining at third-party facilities) to an “asset-heavy” approach (owning its own land, power, and infrastructure) just ahead of the AI compute wave in 2024/25. I sat down with MARA CEO Fred Thiel to discuss how these shifting industry dynamics are playing out in practice — as well as his perspective on how key mining-related security and infrastructure issues may evolve in the coming months and years. In this episode, we cover: — How MARA scaled from near-zero hash rate in 2020 to the largest Bitcoin miner globally by the end of 2023 — Key differences between operating Bitcoin mining facilities versus AI data centers, and where the two models meaningfully intersect — Why ownership of power generation — rather than reliance on PPAs — may represent a durable competitive edge for miners and AI data center operators over time — Why Bitcoin may be entering its “IPO phase,” and why recent price corrections could reflect increasing market maturity rather than structural weakness We also explore more technical and often under-discussed topics, such as heat reuse, open-source mining technologies, and the implications of US policy goals around Bitcoin mining. This episode offers a grounded, operator-level view of where Bitcoin mining is headed, informed by one of the most influential leaders in the public mining sector. This episode of Bitcoin Rails is powered by: — Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC-20 data aggregation and indexing. — Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. — Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 📌 00:00 Intro 01:09 From Marathon Patent Group to MARA 06:35 Why Owning Infrastructure is Key 07:46 First Public Companies Mining Bitcoin 09:54 Data Centers For AI vs Bitcoin Mining Facilities 14:07 How AI Data Centers Will Look Going Forward 15:37 How MARA is Diversifying From Bitcoin Mining 19:03 Private Cloud and Data Security 22:20 The Exaion Partnership 26:03 Future of Bitcoin and AI 40:22 Innovative Approaches to AI and Bitcoin Mining 42:06 Challenges and Opportunities in Power Generation 45:38 Strategic International Partnerships 50:43 The Future of Real World Assets 53:53 Bitcoin Mining in China 57:24 Why MARA Runs Their Own Software 01:00:19 Where is Bitcoin Mining Headed 01:04:17 Benefits of Running a Mining Pool 01:07:17 Heat Reuse in Mining 01:12:23 The Role of Data Centers in Power Generation
1:18:39

BITCOIN RAILS #46: BITCOIN MINING IN THE AGE OF AI | with MARA CEO Fred Thiel 🔗 YOUTUBE: 🌿 SPOTIFY: In response to the AI-driven shock in global demand for computing power, large players in the Bitcoin mining industry have been forced to make significant strategic shifts to remain competitive. MARA — the largest Bitcoin miner in the world by hashrate — is emerging as one of the more well-positioned beneficiaries of these changing tides, having transitioned from an “asset-light” strategy (via hosted mining at third-party facilities) to an “asset-heavy” approach (owning its own land, power, and infrastructure) just ahead of the AI compute wave in 2024/25. I sat down with MARA CEO Fred Thiel to discuss how these shifting industry dynamics are playing out in practice — as well as his perspective on how key mining-related security and infrastructure issues may evolve in the coming months and years. In this episode, we cover: — How MARA scaled from near-zero hash rate in 2020 to the largest Bitcoin miner globally by the end of 2023 — Key differences between operating Bitcoin mining facilities versus AI data centers, and where the two models meaningfully intersect — Why ownership of power generation — rather than reliance on PPAs — may represent a durable competitive edge for miners and AI data center operators over time — Why Bitcoin may be entering its “IPO phase,” and why recent price corrections could reflect increasing market maturity rather than structural weakness We also explore more technical and often under-discussed topics, such as heat reuse, open-source mining technologies, and the implications of US policy goals around Bitcoin mining. This episode offers a grounded, operator-level view of where Bitcoin mining is headed, informed by one of the most influential leaders in the public mining sector. This episode of Bitcoin Rails is powered by: — Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC-20 data aggregation and indexing. — Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. — Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 📌 00:00 Intro 01:09 From Marathon Patent Group to MARA 06:35 Why Owning Infrastructure is Key 07:46 First Public Companies Mining Bitcoin 09:54 Data Centers For AI vs Bitcoin Mining Facilities 14:07 How AI Data Centers Will Look Going Forward 15:37 How MARA is Diversifying From Bitcoin Mining 19:03 Private Cloud and Data Security 22:20 The Exaion Partnership 26:03 Future of Bitcoin and AI 40:22 Innovative Approaches to AI and Bitcoin Mining 42:06 Challenges and Opportunities in Power Generation 45:38 Strategic International Partnerships 50:43 The Future of Real World Assets 53:53 Bitcoin Mining in China 57:24 Why MARA Runs Their Own Software 01:00:19 Where is Bitcoin Mining Headed 01:04:17 Benefits of Running a Mining Pool 01:07:17 Heat Reuse in Mining 01:12:23 The Role of Data Centers in Power Generation

Isabel Foxen Duke⚡️

31,915 görüntüleme • 8 ay önce