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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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Hedgeye

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16,465 次观看 • 7 个月前 •via X (Twitter)

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⚫UNCANNY VALLEY: PERPLEXITY VS GOOGLE — THE WAR FOR THE FUTURE OF SEARCH BEGINS Special Guest: Aravind Srinivas Host: Dr Danish Search is dead. Agents are rising. Phones are getting smarter—without Apple or Google. Aravind Srinivas, CEO of Perplexity, lays out the future: AI-native assistants, ambient search, agent browsers, and a war for the next-gen OS. If Google is the old internet—Perplexity wants to be the new one. Welcome to The Uncanny Valley Weekly Series, Fridays at 4:20 PM ET, ONLY on 𝕏. Episode 5: THE AGENT ERA IS HERE — AND GOOGLE CAN’T STOP IT 01:05 – “We started as an answer engine.” How Perplexity went from RAG to research to real-world action. 03:03 – “Tell me what I should think about NVIDIA.” Agents as consultants, not just search engines. 05:07 – Buy buttons, autofill, AI shopping carts—how agents are already doing tasks. 07:05 – “You don’t have to see the tabs.” What the new browser will look like. 10:45 – “Warren Buffett doesn’t use apps—why should you?” The inspiration behind the AI-native phone. 12:36 – Why Apple, Google, and even OpenAI won’t build an AI-native OS. 17:28 – “Search is the most important tool in the agent era.” And Perplexity owns it. 21:33 – Mukesh Ambani’s advice: “Content is king, but distribution is GOD.” 27:13 – “Retrofit AI into iOS? It’ll never work.” Why the future needs a native platform. 30:26 – Humane failed, but the idea didn’t. Why assistants—not apps—are the next big UX shift. 33:38 – “We want Perplexity to feel like Apple.” Design still matters—even with agents. 37:11 – Why the real moat in AI isn’t models—it’s trust, taste, and vibe. 42:07 – 80M impressions in 6 weeks: How “Ask Perplexity” is going viral on 𝕏. 47:52 – “We’ve survived the internet—AI’s not scarier.” Aravind pushes back on the doomerism. 50:00 – Healthcare, finance, travel—Perplexity wants to power the vertical agent revolution. 54:24 – “LLMs can reason. But only agents can do.” Why execution is the next AI frontier. 56:34 – COMET browser drops in 3 weeks.
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⚫UNCANNY VALLEY: PERPLEXITY VS GOOGLE — THE WAR FOR THE FUTURE OF SEARCH BEGINS Special Guest: Aravind Srinivas Host: Dr Danish Search is dead. Agents are rising. Phones are getting smarter—without Apple or Google. Aravind Srinivas, CEO of Perplexity, lays out the future: AI-native assistants, ambient search, agent browsers, and a war for the next-gen OS. If Google is the old internet—Perplexity wants to be the new one. Welcome to The Uncanny Valley Weekly Series, Fridays at 4:20 PM ET, ONLY on 𝕏. Episode 5: THE AGENT ERA IS HERE — AND GOOGLE CAN’T STOP IT 01:05 – “We started as an answer engine.” How Perplexity went from RAG to research to real-world action. 03:03 – “Tell me what I should think about NVIDIA.” Agents as consultants, not just search engines. 05:07 – Buy buttons, autofill, AI shopping carts—how agents are already doing tasks. 07:05 – “You don’t have to see the tabs.” What the new browser will look like. 10:45 – “Warren Buffett doesn’t use apps—why should you?” The inspiration behind the AI-native phone. 12:36 – Why Apple, Google, and even OpenAI won’t build an AI-native OS. 17:28 – “Search is the most important tool in the agent era.” And Perplexity owns it. 21:33 – Mukesh Ambani’s advice: “Content is king, but distribution is GOD.” 27:13 – “Retrofit AI into iOS? It’ll never work.” Why the future needs a native platform. 30:26 – Humane failed, but the idea didn’t. Why assistants—not apps—are the next big UX shift. 33:38 – “We want Perplexity to feel like Apple.” Design still matters—even with agents. 37:11 – Why the real moat in AI isn’t models—it’s trust, taste, and vibe. 42:07 – 80M impressions in 6 weeks: How “Ask Perplexity” is going viral on 𝕏. 47:52 – “We’ve survived the internet—AI’s not scarier.” Aravind pushes back on the doomerism. 50:00 – Healthcare, finance, travel—Perplexity wants to power the vertical agent revolution. 54:24 – “LLMs can reason. But only agents can do.” Why execution is the next AI frontier. 56:34 – COMET browser drops in 3 weeks.

Mario Nawfal

1,748,592 次观看 • 1 年前

LIVE NOW -- The Rise of AI Crypto Agents The collision between crypto and AI agents has officially begun. Joining us today is Matthew Stephensen, Research Partner Pantera Capital and author of “Crypto: Picks and Shovels for the AI Gold Rush”. We dive into the world of autonomous AI agents on blockchains, discuss the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt Stephenson sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech. Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain. ------------------------------------------------------------ Chapters: 0:00 Intro 5:34 Crypto x AI Narrative Shift 6:39 AI & Economic Agents Explained 11:50 $GOAT Memecoin Summary 23:15 Were AI Crypto Agents Obvious? 25:18 Luna AI Token & Terminal 29:41 Consequences? Is This Life? 33:27 Exciting Use Cases 40:27 Sam Altman Quote Importance 42:33 Wealth Generation Process & Blockspace 48:15 Programmable Money & Agent MEV 56:14 The #AI Agent & Memecoin Thesis 1:03:03 Government & Society Reaction Predictions 1:11:09 No Off Buttons?... 1:13:40 #DePin & AI 1:16:45 AI Agent Blockspace Demand 1:19:15 Closing & Disclaimers
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LIVE NOW -- The Rise of AI Crypto Agents The collision between crypto and AI agents has officially begun. Joining us today is Matthew Stephensen, Research Partner Pantera Capital and author of “Crypto: Picks and Shovels for the AI Gold Rush”. We dive into the world of autonomous AI agents on blockchains, discuss the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt Stephenson sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech. Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain. ------------------------------------------------------------ Chapters: 0:00 Intro 5:34 Crypto x AI Narrative Shift 6:39 AI & Economic Agents Explained 11:50 $GOAT Memecoin Summary 23:15 Were AI Crypto Agents Obvious? 25:18 Luna AI Token & Terminal 29:41 Consequences? Is This Life? 33:27 Exciting Use Cases 40:27 Sam Altman Quote Importance 42:33 Wealth Generation Process & Blockspace 48:15 Programmable Money & Agent MEV 56:14 The #AI Agent & Memecoin Thesis 1:03:03 Government & Society Reaction Predictions 1:11:09 No Off Buttons?... 1:13:40 #DePin & AI 1:16:45 AI Agent Blockspace Demand 1:19:15 Closing & Disclaimers

Bankless

43,849 次观看 • 1 年前

Amjad Masad and Marc Andreessen on AI agents, AGI, Creativity, and Reasoning Agents are getting better, fast. Replit Agent v1 could do only 2 minutes of coherent work. v2 could do 20 minutes. Today’s v3? 200 minutes. As agents get more and more reliable, we can make huge progress in coding without ever achieving “true” AGI. In this episode, Marc Andreessen and Erik Torenberg sit down with Replit ⠕ co-founder and CEO Amjad Masad to discuss the upward trajectory of agents, how RL unlocked reasoning for modern models, why verification loops changed everything, and whether LLMs are hitting diminishing returns. 00:00 Intro 03:00 The vision behind Replit 07:00 Building apps with AI agents 09:30 When the agent becomes the programmer 13:45 Reinforcement learning and problem solving 17:30 The verification loop and multi-agent systems 26:00 Why coding is advancing faster than other Fields 33:45 AGI debate 41:15 Functional AGI and automating labor 53:10 Creativity, reasoning, and finding truth in AI 57:30 The origins of Replit 01:03:00 Hacking his university and getting caught Amjad Masad Marc Andreessen 🇺🇸 Erik Torenberg
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Amjad Masad and Marc Andreessen on AI agents, AGI, Creativity, and Reasoning Agents are getting better, fast. Replit Agent v1 could do only 2 minutes of coherent work. v2 could do 20 minutes. Today’s v3? 200 minutes. As agents get more and more reliable, we can make huge progress in coding without ever achieving “true” AGI. In this episode, Marc Andreessen and Erik Torenberg sit down with Replit ⠕ co-founder and CEO Amjad Masad to discuss the upward trajectory of agents, how RL unlocked reasoning for modern models, why verification loops changed everything, and whether LLMs are hitting diminishing returns. 00:00 Intro 03:00 The vision behind Replit 07:00 Building apps with AI agents 09:30 When the agent becomes the programmer 13:45 Reinforcement learning and problem solving 17:30 The verification loop and multi-agent systems 26:00 Why coding is advancing faster than other Fields 33:45 AGI debate 41:15 Functional AGI and automating labor 53:10 Creativity, reasoning, and finding truth in AI 57:30 The origins of Replit 01:03:00 Hacking his university and getting caught Amjad Masad Marc Andreessen 🇺🇸 Erik Torenberg

a16z

741,578 次观看 • 10 个月前

AI INTERVIEW: AI RULES THE CRYPTO WORLD… BUT WILL IT LAST? In this power-packed interview with Buzz 巴斯光年, Christian Hentschel unpacks his thrilling crypto journey and how AI is reshaping the future. From Hiero Terminal’s unique ecosystem to the evolution of agents, DeFi, and the growing role of AI coins, Christian Hentschel dives deep into the cutting-edge intersection of AI, crypto, and tech. This conversation covers everything from the rise of the Metaverse to whether AI could replace Google and how gaming, NPCs, and crypto are becoming intertwined. A must-watch for anyone curious about where the industry is headed! 12:38 - AI will replace Google? 14:37 - The difference between agents and bots. 17:25 - We can now begin to dream about truly intelligent robots. 23:08 - AI might replace most non-creative workers in the next 5 years. 28:18 - AI coins are poised to be the next big thing. 30:00 - combining gaming with NFTs will massively boost DeFi. 31:19 - How can agents elevate DeFi?: “The ecosystem is too complex for humans.” 35:53 - Hiero agents could be programmed to work forever. 38:16 - Almost anyone will be able to use the agents. 44:20 - Conspiracies and fears: Can agents become flawed like humans? 49:19 - AI could soon expose half of your secrets to the world.
53:46

AI INTERVIEW: AI RULES THE CRYPTO WORLD… BUT WILL IT LAST? In this power-packed interview with Buzz 巴斯光年, Christian Hentschel unpacks his thrilling crypto journey and how AI is reshaping the future. From Hiero Terminal’s unique ecosystem to the evolution of agents, DeFi, and the growing role of AI coins, Christian Hentschel dives deep into the cutting-edge intersection of AI, crypto, and tech. This conversation covers everything from the rise of the Metaverse to whether AI could replace Google and how gaming, NPCs, and crypto are becoming intertwined. A must-watch for anyone curious about where the industry is headed! 12:38 - AI will replace Google? 14:37 - The difference between agents and bots. 17:25 - We can now begin to dream about truly intelligent robots. 23:08 - AI might replace most non-creative workers in the next 5 years. 28:18 - AI coins are poised to be the next big thing. 30:00 - combining gaming with NFTs will massively boost DeFi. 31:19 - How can agents elevate DeFi?: “The ecosystem is too complex for humans.” 35:53 - Hiero agents could be programmed to work forever. 38:16 - Almost anyone will be able to use the agents. 44:20 - Conspiracies and fears: Can agents become flawed like humans? 49:19 - AI could soon expose half of your secrets to the world.

Mario Nawfal

220,333 次观看 • 1 年前

🤖 Bots with Wallets: What Could Possibly Go Right? In this episode of CDPod, yuga.eth 🛡 and erik.eth 🛡 are joined by EtherMage, co-founder of Virtuals Protocol. They break down the emergence of wallet-enabled AI agents, why crypto is the missing piece for real autonomy, and how tokenization creates new ways for people to benefit from agent-driven economies. Timestamps: 00:00 - Intro 01:26 - Introducing Jansen Tang from Virtuals Protocol 03:27 - From gaming DAO to Roblox autonomous NPCs 04:01 - Expanding into entertainment and TikTok agents 06:39 - Giving agents agency, goals, and memory 11:01 - Launching Luna as tokenized TikTok influencer 13:54 - Luna’s market cap rise, inspiring other agents 16:00 - Different schools of thought in AI 20:08 - How agents interact with each other 24:00 - Problems faced: information loss 25:05 - How blockchain solves information loss 29:40 - Agent economy stack and ACP’s role 30:39 - x402 enabling agent payments and wallets 32:33 - Combining tools, agents, and x402 32:59 - What agents do on ACP today 35:55 - Information agents like AIXBT 36:41 - Personal finance agents 38:08 - Current adoption 40:07 - Making agents richer 42:09 - Robotics gaps: data and real‑world testing 44:11 - Closing, ending questions
48:59

🤖 Bots with Wallets: What Could Possibly Go Right? In this episode of CDPod, yuga.eth 🛡 and erik.eth 🛡 are joined by EtherMage, co-founder of Virtuals Protocol. They break down the emergence of wallet-enabled AI agents, why crypto is the missing piece for real autonomy, and how tokenization creates new ways for people to benefit from agent-driven economies. Timestamps: 00:00 - Intro 01:26 - Introducing Jansen Tang from Virtuals Protocol 03:27 - From gaming DAO to Roblox autonomous NPCs 04:01 - Expanding into entertainment and TikTok agents 06:39 - Giving agents agency, goals, and memory 11:01 - Launching Luna as tokenized TikTok influencer 13:54 - Luna’s market cap rise, inspiring other agents 16:00 - Different schools of thought in AI 20:08 - How agents interact with each other 24:00 - Problems faced: information loss 25:05 - How blockchain solves information loss 29:40 - Agent economy stack and ACP’s role 30:39 - x402 enabling agent payments and wallets 32:33 - Combining tools, agents, and x402 32:59 - What agents do on ACP today 35:55 - Information agents like AIXBT 36:41 - Personal finance agents 38:08 - Current adoption 40:07 - Making agents richer 42:09 - Robotics gaps: data and real‑world testing 44:11 - Closing, ending questions

Coinbase Developer Platform🛡️

66,581 次观看 • 9 个月前

LIVE NOW - AI on Ethereum: 8004, x402 and the Botconomy AI agents are moving onchain, so Ethereum needs new rails for identity, reputation, and payments. We had Davide Crapis and Austin Griffith to break down: ERC-8004: “AI passports” for agents (identity + reputation + validation) Why reputation + verification matters when bots become the main onchain users x402: pay-per-call payments for agent-to-agent services What “agent commerce” looks like when bots can discover → trust → pay The Clawdbot/OpenClaw moment, and why the next UX is talking to your wallet Watch now. -------------- TIMESTAMPS 0:00 “AI is the new UI,” and you’ll be talking to your wallet 4:09 Is there an arms race for AI activity across chains? 7:32 The Clawdbot/OpenClaw moment: agents get OS-level power 13:18 Why crypto is native to agents 19:41 Austin’s setup: Claude bot, heartbeat loops, and real autonomy 22:28 The token incident: how a bot “got a treasury” 28:46 Prompt injection meets wallets 38:20 ERC-8004 explained: identity, reputation, validation 40:35 x402 + 8004: discovery + payment rails for agent commerce 48:38 8004 “scans” and early adoption reality 1:05:32 What agents could build when they can hire other agents 1:12:38 Tooling for the new builder era: Speedrun → Wingman 1:25:23 “Worst time to be a junior dev…” 1:28:15 Predictions: clean English becomes the sign of AI
1:37:18

LIVE NOW - AI on Ethereum: 8004, x402 and the Botconomy AI agents are moving onchain, so Ethereum needs new rails for identity, reputation, and payments. We had Davide Crapis and Austin Griffith to break down: ERC-8004: “AI passports” for agents (identity + reputation + validation) Why reputation + verification matters when bots become the main onchain users x402: pay-per-call payments for agent-to-agent services What “agent commerce” looks like when bots can discover → trust → pay The Clawdbot/OpenClaw moment, and why the next UX is talking to your wallet Watch now. -------------- TIMESTAMPS 0:00 “AI is the new UI,” and you’ll be talking to your wallet 4:09 Is there an arms race for AI activity across chains? 7:32 The Clawdbot/OpenClaw moment: agents get OS-level power 13:18 Why crypto is native to agents 19:41 Austin’s setup: Claude bot, heartbeat loops, and real autonomy 22:28 The token incident: how a bot “got a treasury” 28:46 Prompt injection meets wallets 38:20 ERC-8004 explained: identity, reputation, validation 40:35 x402 + 8004: discovery + payment rails for agent commerce 48:38 8004 “scans” and early adoption reality 1:05:32 What agents could build when they can hire other agents 1:12:38 Tooling for the new builder era: Speedrun → Wingman 1:25:23 “Worst time to be a junior dev…” 1:28:15 Predictions: clean English becomes the sign of AI

Bankless

46,809 次观看 • 6 个月前

Sonnet 4.5 & the AI Plateau Myth — epic conversation with Sholto Douglas of Anthropic 0:00 - Intro 1:09 - What's Behind The Rapid Pace of AI Releases at Anthropic 2:49 - Opus, Sonnet, and Haiku Model Tiers 4:14 - Sholto's Story: From Australian Fencer to AI Researcher 12:01 - The YouTube Effect: Mastery Through Observation 16:16 - Breaking Into AI Research Without Traditional Academic Signals 18:29 - DeepMind, Gemini, and Building Inference Stacks 23:05 - Why Anthropic? Culture and Mission Differences Amongst AI Research Labs 25:08 - What Is "Taste" in AI Research? 31:46 - This Week's Big Launch: Sonnet 4.5, Best Coding Model in the World 36:40 - From 7 Hours to 30 Hours: The Long-Running AI Agent Breakthrough 38:41 - How AI Agents Self-Correct and Maintain Coherence 43:13 - The Role of Memory in Extended Coding Sessions 47:42 - Pre-Training vs. RL: Textbooks vs. Worked Problems 52:11 - Test-Time Compute & Reinforcement Learning 55:55 - Why RL Finally Started Working on LLMs in 2024 59:38 - The Path to AGI 1:02:05 - Are We Hitting a Plateau in AI? So Many Low Hanging Fruits 1:03:41 - Beyond Coding: GDPVal & Impact Economic Sectors 1:05:47 - Preparing for 10-100x Individual Leverage & The Upcoming Robotics Explosion
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Sonnet 4.5 & the AI Plateau Myth — epic conversation with Sholto Douglas of Anthropic 0:00 - Intro 1:09 - What's Behind The Rapid Pace of AI Releases at Anthropic 2:49 - Opus, Sonnet, and Haiku Model Tiers 4:14 - Sholto's Story: From Australian Fencer to AI Researcher 12:01 - The YouTube Effect: Mastery Through Observation 16:16 - Breaking Into AI Research Without Traditional Academic Signals 18:29 - DeepMind, Gemini, and Building Inference Stacks 23:05 - Why Anthropic? Culture and Mission Differences Amongst AI Research Labs 25:08 - What Is "Taste" in AI Research? 31:46 - This Week's Big Launch: Sonnet 4.5, Best Coding Model in the World 36:40 - From 7 Hours to 30 Hours: The Long-Running AI Agent Breakthrough 38:41 - How AI Agents Self-Correct and Maintain Coherence 43:13 - The Role of Memory in Extended Coding Sessions 47:42 - Pre-Training vs. RL: Textbooks vs. Worked Problems 52:11 - Test-Time Compute & Reinforcement Learning 55:55 - Why RL Finally Started Working on LLMs in 2024 59:38 - The Path to AGI 1:02:05 - Are We Hitting a Plateau in AI? So Many Low Hanging Fruits 1:03:41 - Beyond Coding: GDPVal & Impact Economic Sectors 1:05:47 - Preparing for 10-100x Individual Leverage & The Upcoming Robotics Explosion

Matt Turck

93,678 次观看 • 11 个月前

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
1:23:01

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

Riley Brown

20,154 次观看 • 4 个月前

Here's my conversation with Peter Steinberger (Peter Steinberger 🦞), creator of OpenClaw, an open-source AI agent that has taken the Internet by storm, with now over 180,000 stars on GitHub. This was a truly mind-blowing, inspiring, and fun conversation! It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:30 - Introduction 5:36 - OpenClaw origin story 8:55 - Mind-blowing moment 18:22 - Why OpenClaw went viral 22:19 - Self-modifying AI agent 27:04 - Name-change drama 44:15 - Moltbook saga 52:34 - OpenClaw security concerns 1:01:14 - How to code with AI agents 1:32:09 - Programming setup 1:38:52 - GPT Codex 5.3 vs Claude Opus 4.6 1:47:59 - Best AI agent for programming 2:09:59 - Life story and career advice 2:13:56 - Money and happiness 2:17:49 - Acquisition offers from OpenAI and Meta 2:34:58 - How OpenClaw works 2:46:17 - AI slop 2:52:20 - AI agents will replace 80% of apps 3:00:57 - Will AI replace programmers? 3:12:57 - Future of OpenClaw community
3:15:51

Here's my conversation with Peter Steinberger (Peter Steinberger 🦞), creator of OpenClaw, an open-source AI agent that has taken the Internet by storm, with now over 180,000 stars on GitHub. This was a truly mind-blowing, inspiring, and fun conversation! It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:30 - Introduction 5:36 - OpenClaw origin story 8:55 - Mind-blowing moment 18:22 - Why OpenClaw went viral 22:19 - Self-modifying AI agent 27:04 - Name-change drama 44:15 - Moltbook saga 52:34 - OpenClaw security concerns 1:01:14 - How to code with AI agents 1:32:09 - Programming setup 1:38:52 - GPT Codex 5.3 vs Claude Opus 4.6 1:47:59 - Best AI agent for programming 2:09:59 - Life story and career advice 2:13:56 - Money and happiness 2:17:49 - Acquisition offers from OpenAI and Meta 2:34:58 - How OpenClaw works 2:46:17 - AI slop 2:52:20 - AI agents will replace 80% of apps 3:00:57 - Will AI replace programmers? 3:12:57 - Future of OpenClaw community

Lex Fridman

2,058,783 次观看 • 6 个月前

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
46:57

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 次观看 • 5 个月前

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
1:04:51

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

Raoul Pal

326,827 次观看 • 1 年前

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 次观看 • 2 年前

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 次观看 • 3 个月前

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 次观看 • 27 天前

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 次观看 • 1 个月前