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AI is replacing apps with agents, bypassing traditional distribution, and deciding which tech platforms survive. Hedgeye Asset Management Portfolio Manager Sam Rahman Sam Rahman and Communications analyst Andrew Freedman Andrew Freedman, CFA 🦅 break down what Google x Apple’s Gemini deal means for Siri, agents, apps, ads, and the...

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16,465 views • 7 months ago •via X (Twitter)

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66,581 views • 9 months ago

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93,678 views • 11 months ago

2026 is the year of Agents OpenClaw, Claude Code, Codex and Cursor... In this video, I broke it all down with Micky. Consider this a 2026, year in review for AI agents. 00:00 Intro 01:35 Q1 Belonged to Anthropic 03:02 Opus 4.5 Inflection 08:42 Codex vs Claude UX War 12:53 Cursor was first? 14:27 SpaceX Acquisition Deal with Cursor 21:45 OpenClaw and the Agentic Personal Computer 28:57 Reactive vs Proactive Work 30:30 Keep Agents Narrow 33:12 Memory Layer Matters 36:23 Computer Use will get FAST 39:28 Who Wins the Super App? (Codex so far) 41:06 The Problem With Google... 45:17 Prompting and Skills creation 51:30 Codex Skill Example 56:56 Integrations Beat Prompts 59:39 All the Muxes (CMUX, TMUX) 01:02:04 Bold Predictions 01:06:38 Agent Commerce
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2026 is the year of Agents OpenClaw, Claude Code, Codex and Cursor... In this video, I broke it all down with Micky. Consider this a 2026, year in review for AI agents. 00:00 Intro 01:35 Q1 Belonged to Anthropic 03:02 Opus 4.5 Inflection 08:42 Codex vs Claude UX War 12:53 Cursor was first? 14:27 SpaceX Acquisition Deal with Cursor 21:45 OpenClaw and the Agentic Personal Computer 28:57 Reactive vs Proactive Work 30:30 Keep Agents Narrow 33:12 Memory Layer Matters 36:23 Computer Use will get FAST 39:28 Who Wins the Super App? (Codex so far) 41:06 The Problem With Google... 45:17 Prompting and Skills creation 51:30 Codex Skill Example 56:56 Integrations Beat Prompts 59:39 All the Muxes (CMUX, TMUX) 01:02:04 Bold Predictions 01:06:38 Agent Commerce

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20,154 views • 4 months ago

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Lex Fridman

2,058,783 views • 6 months ago

Everything Gets Rebuilt: my conversation with Harrison Chase, CEO of LangChain about agent harnesses, evals, runtimes, sandboxes, MCP and the future of the agent stack 00:00 Intro - meet Harrison Chase - at the Chase Center for the Daytona Compute conference 01:32 What changed in agents over the last year 03:57 Why coding agents are ahead 06:26 Do models commoditize the framework layer? 08:27 Harnesses, in plain English 10:11 Why system prompts matter so much 13:11 The upside — and downside — of subagents 15:31 Why a useful agent needs a filesystem 18:13 Additional core primitives of modern agents 19:12 Skills: the new primitive 20:19 What context compaction actually means 23:02 How memory works in agents 25:16 One mega-agent or many specialized agents? 27:46 The future of MCP 29:38 Why agents need sandboxes 32:35 How sandboxes help with security 33:32 How Harrison Chase started LangChain 37:24 LangChain vs LangGraph vs Deep Agents 40:17 Why observability matters more for agents 41:48 Evals, no-code, and continuous improvement 44:41 What LangChain is building next 45:29 Where the real moat in AI lives
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Everything Gets Rebuilt: my conversation with Harrison Chase, CEO of LangChain about agent harnesses, evals, runtimes, sandboxes, MCP and the future of the agent stack 00:00 Intro - meet Harrison Chase - at the Chase Center for the Daytona Compute conference 01:32 What changed in agents over the last year 03:57 Why coding agents are ahead 06:26 Do models commoditize the framework layer? 08:27 Harnesses, in plain English 10:11 Why system prompts matter so much 13:11 The upside — and downside — of subagents 15:31 Why a useful agent needs a filesystem 18:13 Additional core primitives of modern agents 19:12 Skills: the new primitive 20:19 What context compaction actually means 23:02 How memory works in agents 25:16 One mega-agent or many specialized agents? 27:46 The future of MCP 29:38 Why agents need sandboxes 32:35 How sandboxes help with security 33:32 How Harrison Chase started LangChain 37:24 LangChain vs LangGraph vs Deep Agents 40:17 Why observability matters more for agents 41:48 Evals, no-code, and continuous improvement 44:41 What LangChain is building next 45:29 Where the real moat in AI lives

Matt Turck

35,253 views • 5 months ago

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History
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Raoul Pal

326,827 views • 1 year ago

Short $META: Hedgeye Analyst Andrew Freedman Nails It In today’s edition of The Call @ Hedgeye, Communications analyst Andrew Freedman, CFA 🦅 and Hedgeye CEO Keith McCullough recap Freedman’s short $META call made on Monday before the company crashed nearly 15% after yesterday’s earnings report. “A lot of bullish investors are saying ‘buy the dip, this is an opportunity,’ but, if this plays out like we expect, that’s going to be a mistake,” said Freedman. “The next move if you’re long $META is to sell it,” added McCullough. “It’s not to rationalize it on valuation.” Click to watch the full breakdown:
0:36

Short $META: Hedgeye Analyst Andrew Freedman Nails It In today’s edition of The Call @ Hedgeye, Communications analyst Andrew Freedman, CFA 🦅 and Hedgeye CEO Keith McCullough recap Freedman’s short $META call made on Monday before the company crashed nearly 15% after yesterday’s earnings report. “A lot of bullish investors are saying ‘buy the dip, this is an opportunity,’ but, if this plays out like we expect, that’s going to be a mistake,” said Freedman. “The next move if you’re long $META is to sell it,” added McCullough. “It’s not to rationalize it on valuation.” Click to watch the full breakdown:

Hedgeye

190,594 views • 2 years ago

INTERVIEW: Cloudflare Needs 100M TPS from Crypto to Fix the Internet | CEO Matthew Prince The internet is about to be flooded by machines, and Matthew Prince 🌥 thinks the old business model is not ready. The Cloudflare co-founder and CEO joins Bankless to explain why AI agent traffic could overtake human traffic by 2027, how crawlers are changing the economics of content, why ads and subscriptions may not survive in their current form, and how x402, stablecoins, and pay-per-crawl could create a new payment layer for the web. [TIMESTAMPS] 0:00 Intro 1:18 When AI Bot Traffic Overtakes Humans 4:19 What Cloudflare Actually Does 8:33 Life on the Internet’s “Ice Wall” 11:26 The Internet’s Business Model Problem 15:36 Google, Traffic, and the Attention Economy 22:49 AI Agents and the End of Ads 26:40 Why Faster Answers Can Still Hurt Creators 31:19 AI Companies as the Next YouTube or Netflix 36:11 Creating Scarcity for Content Markets 39:45 Content Independence Day 43:35 Should AI Agents Count as Human Users? 49:30 The Risks of Subscription-Only AI 53:36 A Golden Age of Content Creation? 57:58 Pay-Per-Crawl and x402 1:00:46 Why Stablecoins Matter 1:04:08 The Cloudflare Stablecoin Question 1:10:30 The Final Form of the Internet 1:13:52 The Park Record and Local Journalism 1:18:27 The Centralization Risk 1:23:24 Advice for Content Creators
1:32:42

INTERVIEW: Cloudflare Needs 100M TPS from Crypto to Fix the Internet | CEO Matthew Prince The internet is about to be flooded by machines, and Matthew Prince 🌥 thinks the old business model is not ready. The Cloudflare co-founder and CEO joins Bankless to explain why AI agent traffic could overtake human traffic by 2027, how crawlers are changing the economics of content, why ads and subscriptions may not survive in their current form, and how x402, stablecoins, and pay-per-crawl could create a new payment layer for the web. [TIMESTAMPS] 0:00 Intro 1:18 When AI Bot Traffic Overtakes Humans 4:19 What Cloudflare Actually Does 8:33 Life on the Internet’s “Ice Wall” 11:26 The Internet’s Business Model Problem 15:36 Google, Traffic, and the Attention Economy 22:49 AI Agents and the End of Ads 26:40 Why Faster Answers Can Still Hurt Creators 31:19 AI Companies as the Next YouTube or Netflix 36:11 Creating Scarcity for Content Markets 39:45 Content Independence Day 43:35 Should AI Agents Count as Human Users? 49:30 The Risks of Subscription-Only AI 53:36 A Golden Age of Content Creation? 57:58 Pay-Per-Crawl and x402 1:00:46 Why Stablecoins Matter 1:04:08 The Cloudflare Stablecoin Question 1:10:30 The Final Form of the Internet 1:13:52 The Park Record and Local Journalism 1:18:27 The Centralization Risk 1:23:24 Advice for Content Creators

Bankless

41,894 views • 3 months ago

A deep dive conversation with Dan Shipper 📧 on how AI can (actually) improve your life. We explore the human side of AI: why producing good work still requires taste, how coordinating agents can fry your attention and why automation actually creates more work for humans. Timestamps: 0:38 Annie Dillard, art + writing 4:14 Can AI deepen human craft? 5:43 The slot-machine effect of AI agents 6:55 Dan's “house phone” experiment 8:01 What AI can actually help us create 13:55 AI as a non-specific amplifier 17:23 Why AI companies mishandled the story 19:36 Will AI destroy jobs? 22:35 AI as “frozen competence” 26:11 Are human-AI centaurs temporary? 31:34 Career advice for the AI era 37:19 The skills that matter now 40:08 Every 🪨 as an AI research lab 42:25 The coherence problem 45:25 Rapid-fire questions 48:00 Super-intelligence by 2030? 50:44 Life after superintelligence 52:07 The questions Dan is living 53:02 Give yourself permission
53:26

A deep dive conversation with Dan Shipper 📧 on how AI can (actually) improve your life. We explore the human side of AI: why producing good work still requires taste, how coordinating agents can fry your attention and why automation actually creates more work for humans. Timestamps: 0:38 Annie Dillard, art + writing 4:14 Can AI deepen human craft? 5:43 The slot-machine effect of AI agents 6:55 Dan's “house phone” experiment 8:01 What AI can actually help us create 13:55 AI as a non-specific amplifier 17:23 Why AI companies mishandled the story 19:36 Will AI destroy jobs? 22:35 AI as “frozen competence” 26:11 Are human-AI centaurs temporary? 31:34 Career advice for the AI era 37:19 The skills that matter now 40:08 Every 🪨 as an AI research lab 42:25 The coherence problem 45:25 Rapid-fire questions 48:00 Super-intelligence by 2030? 50:44 Life after superintelligence 52:07 The questions Dan is living 53:02 Give yourself permission

Jonny Miller

94,051 views • 27 days ago

I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end
55:11

I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end

Anthony Pompliano 🌪

64,370 views • 1 month ago