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Eric Jackson is finding more stocks to 100x while shorting 5 names in software. We sat down for his latest bull thesis for $OPEN $IREN $BETR and other high-conviction names while unpacking the biggest losers of the SaaSpocalypse, using AI for trade ideas, and turning bearish on private credit.... We also discuss the New York Times' botched Satoshi investigation. Eric shares unique ideas in this conversation that I have not heard anywhere else. TIMESTAMPS: 0:00 – OpenDoor $OPEN 4:49 – Better Home & Financing $BETR 7:36 – $CIFR, $IREN, $HUT 9:14 – Public & Generated Assets 10:20 – Why Eric is short SaaS 15:56 – Salesforce, Asana, DocuSign 20:59 – "Overcompensation" for SaaS CEO 23:10 – Language vs. fundamentals 25:14 – Private credit red flags 28:45 – PIKs as 2008-style warning 32:08 – Blue Owl, $OWL 36:03 – 25% odds of contagion event 38:48 – The real Satoshi 48:41 – Follow Eric Jacksonshow more

Phil Rosen

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77,001 Aufrufe • vor 3 Monaten •via X (Twitter)

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Eric Jackson only buys stocks he expects to 100x. He joined me to explain why he's bullish on $OPEN $IREN $BETR and other names, his $50 million bitcoin forecast, the AI trade, asymmetrical investing and the rise of the retail investor. The world pays attention when Eric Jackson makes a new stock pick. This is a must-watch conversation. 0:00 - AI and crypto 3:00 - AI impact on jobs 5:33 - Bitcoin & 100-bagger ideas 15:00 - Public & Generated Assets 16:07 - Bitcoin & Opendoor, $OPEN 23:13 - Finding 100x stocks 34:51 - Better, $BETR 41:10 - Cipher Mining, $CIFR

Eric Jackson only buys stocks he expects to 100x. He joined me to explain why he's bullish on $OPEN $IREN $BETR and other names, his $50 million bitcoin forecast, the AI trade, asymmetrical investing and the rise of the retail investor. The world pays attention when Eric Jackson makes a new stock pick. This is a must-watch conversation. 0:00 - AI and crypto 3:00 - AI impact on jobs 5:33 - Bitcoin & 100-bagger ideas 15:00 - Public & Generated Assets 16:07 - Bitcoin & Opendoor, $OPEN 23:13 - Finding 100x stocks 34:51 - Better, $BETR 41:10 - Cipher Mining, $CIFR

Phil Rosen

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An inspiring conversation with investor and entrepreneur Eric Jackson. He shares insights into finding 100x investing opportunities, disrupting the real estate market to make homes more affordable, the importance of “buying quality” and why he’s “bullish as Michael Saylor” on Bitcoin. Alright $OPEN army, you have quite the challenge if you want Eric to beat Mike Alfred’s # of views… can you do it? TIMESTAMPS: 00:00 Who is Eric Jackson? 3:51 Lessons from his grandfather 5:49 Gemini Bitcoin Credit Card | Bitwise | Ledn Bitcoin-backed Loans 7:24 Becoming a successful investor 8:54 Carvana: $3.50 → $400 stock 13:10 $IREN, $CIFR, AI miner analysis 16:35 What Opendoor actually does #OpenArmy 22:34 Real estate disruption 27:03 Eric’s Bitcoin thesis, digital asset treasury 34:11 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 35:56 Retail investors aren’t “dumb money” 44:44 Building your rising dynasty 46:56 How Eric would invest $1 million 48:11 Eric’s current 100x targets 51:27 Using AI for investing 54:01 Making videos outside Drake's house

An inspiring conversation with investor and entrepreneur Eric Jackson. He shares insights into finding 100x investing opportunities, disrupting the real estate market to make homes more affordable, the importance of “buying quality” and why he’s “bullish as Michael Saylor” on Bitcoin. Alright $OPEN army, you have quite the challenge if you want Eric to beat Mike Alfred’s # of views… can you do it? TIMESTAMPS: 00:00 Who is Eric Jackson? 3:51 Lessons from his grandfather 5:49 Gemini Bitcoin Credit Card | Bitwise | Ledn Bitcoin-backed Loans 7:24 Becoming a successful investor 8:54 Carvana: $3.50 → $400 stock 13:10 $IREN, $CIFR, AI miner analysis 16:35 What Opendoor actually does #OpenArmy 22:34 Real estate disruption 27:03 Eric’s Bitcoin thesis, digital asset treasury 34:11 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 35:56 Retail investors aren’t “dumb money” 44:44 Building your rising dynasty 46:56 How Eric would invest $1 million 48:11 Eric’s current 100x targets 51:27 Using AI for investing 54:01 Making videos outside Drake's house

Natalie Brunell ⚡️

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Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel

Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel

Phil Rosen

82,052 Aufrufe • vor 5 Monaten

"Big Short" investor Danny Moses (Danny Moses) sees parallels between 2008 and 2026. We sat down to unpack his highest-conviction trades for the new year, what he expects gold and silver to do next, why he's paying attention to uranium and how a weaker dollar impacts the investment landscape. Danny delivers an absurd amount of insights per minute in this conversation. This is a must-watch for any investor. 0:00 - Intro 0:28 - Gold & silver 4:48 - AI and metals 6:46 - AI circular financing 8:34 - Energy trade 11:10 - Public & Generated Assets 12:20 - Uranium 14:08 - Oil & energy sector 16:11 - Hidden opportunities 18:38 - Market rotation 20:19 - Government debt 23:19 - Weaker US dollar 25:10 - 2008 parallels 27:54 - Bullish environment 29:54 - Lessons of 2008 33:04 - The next Big Short? 35:22 - Easing regulations 37:28 - Danny’s work and media

"Big Short" investor Danny Moses (Danny Moses) sees parallels between 2008 and 2026. We sat down to unpack his highest-conviction trades for the new year, what he expects gold and silver to do next, why he's paying attention to uranium and how a weaker dollar impacts the investment landscape. Danny delivers an absurd amount of insights per minute in this conversation. This is a must-watch for any investor. 0:00 - Intro 0:28 - Gold & silver 4:48 - AI and metals 6:46 - AI circular financing 8:34 - Energy trade 11:10 - Public & Generated Assets 12:20 - Uranium 14:08 - Oil & energy sector 16:11 - Hidden opportunities 18:38 - Market rotation 20:19 - Government debt 23:19 - Weaker US dollar 25:10 - 2008 parallels 27:54 - Bullish environment 29:54 - Lessons of 2008 33:04 - The next Big Short? 35:22 - Easing regulations 37:28 - Danny’s work and media

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NEW POD | EP 74 🎙️ Trade War & The Markets Timestamps: 0:46 Eric Trump 1:59 Movement Labs 4:37 Regulation in Crypto 8:34 Benefits of Going Public 9:25 OpenAI Tried to Buy Windsurf 12:48 OpenAI as a Super App 14:24 Investment in AI Companies 15:57 AI vs Crypto Startups 17:18 Impact of Crypto's Speculative Nature 19:03 Trade War 25:01 Trade War Strategy Discussion 28:18 Impact of Trade War on Global Relations 30:30 Impact of Trade War on Startups 31:57 Impact of Military Conflict on AI Progress 32:34 China's Dominance in Robotics 36:01 China's Advancements in Solar Energy 38:18 Zora Launch & "Base is for everyone" Token 41:07 What's New in AI? 48:35 OpenAI o3 49:54 Competitive Nature of AI Models 53:50 AI Memory Feature 56:37 Market Discussion 59:34 Market Predictions 1:02:02 Exciting Startups in AI and Crypto 1:03:19 Poof 1:03:38 slop.club 1:05:10 o1.exchange Link ↓

NEW POD | EP 74 🎙️ Trade War & The Markets Timestamps: 0:46 Eric Trump 1:59 Movement Labs 4:37 Regulation in Crypto 8:34 Benefits of Going Public 9:25 OpenAI Tried to Buy Windsurf 12:48 OpenAI as a Super App 14:24 Investment in AI Companies 15:57 AI vs Crypto Startups 17:18 Impact of Crypto's Speculative Nature 19:03 Trade War 25:01 Trade War Strategy Discussion 28:18 Impact of Trade War on Global Relations 30:30 Impact of Trade War on Startups 31:57 Impact of Military Conflict on AI Progress 32:34 China's Dominance in Robotics 36:01 China's Advancements in Solar Energy 38:18 Zora Launch & "Base is for everyone" Token 41:07 What's New in AI? 48:35 OpenAI o3 49:54 Competitive Nature of AI Models 53:50 AI Memory Feature 56:37 Market Discussion 59:34 Market Predictions 1:02:02 Exciting Startups in AI and Crypto 1:03:19 Poof 1:03:38 slop.club 1:05:10 o1.exchange Link ↓

Good Game

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E176: Eric Larchevêque - Why Bitcoin Is the Only Money You Actually Own Eric Larchevêque is the co-founder of Ledger, the hardware wallet used to secure billions in crypto worldwide. He built his first company from zero, sold it for €27 million, lost his savings in a Latvian bank collapse, had his gold bars confiscated by a Luxembourg bank, and went 100% Bitcoin in 2013. He's now building TBSO - La Société Bitcoin - a publicly listed company co-founded with NBA legend Tony Parker Timestamps: 0:00 Introduction 2:00 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 5:47 What Does Eric Do & Why 6:53 Are The Majority Of People Ready For Responsibility? 8:01 Why People Need To Hit A wall 9:42 When Did Eric Take Responsibility For His Future? 11:48 Eric Had No Idea What Building A Company Meant 12:39 Who Is Eric Larcheveque? 13:21 Eric’s First Major Leap For His Company 14:30 What Will Become A Commodity In 5+ Years 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 38:52 Eric Believes He Could Still Be Wrong About Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 41:39 Eric’s Explanation Of Bitcoin & Time Preference 46:50 Why Look At Bitcoin As A Long-Term Asset Only 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: KAST 1:00:12 Why Bitcoin Will Never Hit 0 1:03:54 How To Understand Bitcoin, Explained Simply 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:23:11 How Eric Sleeps Knowing Bad Situations Happen 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: Jupiter Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does Tony Parker Do With Bitcoin? 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand? 1:39:00 Does Eric Feel Happier Now With Money? 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences Over Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts

MR SHIFT 🦁

103,729 Aufrufe • vor 1 Monat

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months

MR SHIFT 🦁

93,102 Aufrufe • vor 10 Monaten

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

Michael Saylor

483,895 Aufrufe • vor 1 Jahr

E97: Gavin Wood : Why Ethereum is Going Nowhere since 8 years (and my solution to it) Dr. Gavin Wood is the CoFounder of Ethereum, the Creator of the EVM and of the solidity language, and the Inventor and Founder of Polkadot & Parity Technologies Timestamps 0:00 Introduction 2:44 Culture in Japan VS UK 6:00 Humour 7:40 Who is Gavin? 9:17 Mission 10:28 Characteristics of Successful Founders 13:53 Developing Big Ideas 16:08 Creative Success Mechanism 20:03 Suffering 24:56 From Theory to Transactions 32:28 Building a Support Network 34:36 Legacy Banking Systems 36:01 Music Engineering 45:08 Childhood Dreams 46:27 Camino de Santiago 49:19 Crypto Fascination 54:44 Web3: The Post Snowden Web 1:00:39 Co-Founding Ethereum 1:03:12 Biggest Ethereum Achievement 1:04:04 Is Ethereum a Success? 1:07:38 Why Gavin Left Ethereum 1:09:48 Polkadot 1:14:53 Polkadots Achievements and Problems 1:24:05 Solution to Polkadot Main Problem 1:28:12 Polkadots Adoption & Communication Strategy 1:38:26 Polkadot Vision of Success 1:42:30 Memecoins 1:45:19 Crypto Integrity 1:49:45 Crypto's Limited Adoption 1:58:35 Identity vs. Individuality 2:07:15 Is AI a Bad Thing? 2:09:27 AI's Communication Revolution 2:25:06 Decentralization Role in AI 2:29:08 Eternal Happiness 2:32:17 Are You Happy? 2:33:52 Meaning of Life 2:38:58 What is Money? 2:45:55 Experience as a Father 2:48:54 Non-Consensus Beliefs

E97: Gavin Wood : Why Ethereum is Going Nowhere since 8 years (and my solution to it) Dr. Gavin Wood is the CoFounder of Ethereum, the Creator of the EVM and of the solidity language, and the Inventor and Founder of Polkadot & Parity Technologies Timestamps 0:00 Introduction 2:44 Culture in Japan VS UK 6:00 Humour 7:40 Who is Gavin? 9:17 Mission 10:28 Characteristics of Successful Founders 13:53 Developing Big Ideas 16:08 Creative Success Mechanism 20:03 Suffering 24:56 From Theory to Transactions 32:28 Building a Support Network 34:36 Legacy Banking Systems 36:01 Music Engineering 45:08 Childhood Dreams 46:27 Camino de Santiago 49:19 Crypto Fascination 54:44 Web3: The Post Snowden Web 1:00:39 Co-Founding Ethereum 1:03:12 Biggest Ethereum Achievement 1:04:04 Is Ethereum a Success? 1:07:38 Why Gavin Left Ethereum 1:09:48 Polkadot 1:14:53 Polkadots Achievements and Problems 1:24:05 Solution to Polkadot Main Problem 1:28:12 Polkadots Adoption & Communication Strategy 1:38:26 Polkadot Vision of Success 1:42:30 Memecoins 1:45:19 Crypto Integrity 1:49:45 Crypto's Limited Adoption 1:58:35 Identity vs. Individuality 2:07:15 Is AI a Bad Thing? 2:09:27 AI's Communication Revolution 2:25:06 Decentralization Role in AI 2:29:08 Eternal Happiness 2:32:17 Are You Happy? 2:33:52 Meaning of Life 2:38:58 What is Money? 2:45:55 Experience as a Father 2:48:54 Non-Consensus Beliefs

MR SHIFT 🦁

265,106 Aufrufe • vor 1 Jahr

State of AI compute 2026: my conversation with stephen balaban of Lambda on the neocloud boom, data centers, GPUs and what's ahead 00:00 — Cold open 01:21 — Why GPU compute was never a commodity 02:45 — The H100 price index and what it gets wrong 04:02 — The real moat: technology or financing? 05:57 — Winner-take-all, or room for many neoclouds 06:48 — Are we overbuilding or underbuilding AI compute? 09:26 — What if AI gets 10x more compute-efficient? 10:44 — The real bottleneck: land, power, and shell 11:38 — The backlash against data centers — and the misinformation 15:00 — Opening the hood: from photons to tokens 17:11 — Extracting more value from the same chip 19:26 — Frontier inference and distributed training, explained 23:26 — What actually drives compute cost 25:21 — Lambda's chip stack and the NVIDIA relationship 26:17 — A multi-silicon world? CUDA, CUDNN, and NVIDIA's real moat 28:59 — Networking, storage, and the one-click cluster 34:46 — Renting vs. owning, and full vertical integration 36:24 — How global is Lambda? Does location still matter? 38:44 — The financing stack: off-take agreements, SPVs, and credit 41:16 — Why a 2023 GPU leases for more today 42:36 — A futures market for compute? 43:54 — Origin story: facial recognition, Perceptio, and Apple 47:03 — The Lambda hat and Dream Scope 48:59 — The $60K bet that became a cloud business 52:00 — Holding the team together through the hard times 54:30 — Bringing on a new CEO; Stephen as CTO 57:33 — Matching xAI on high-velocity deployment 59:29 — "AI won't write software — it will become the software" 01:01:30 — Neural software vs. vibe coding 01:04:25 — Do agents change the compute layer 01:06:14 — Self-assembling software inside Lambda 01:08:18 — Gigawatt-scale AI factories 01:08:57 — One person, one GPU 01:12:04 — Hot takes: overrated and underrated in AI

State of AI compute 2026: my conversation with stephen balaban of Lambda on the neocloud boom, data centers, GPUs and what's ahead 00:00 — Cold open 01:21 — Why GPU compute was never a commodity 02:45 — The H100 price index and what it gets wrong 04:02 — The real moat: technology or financing? 05:57 — Winner-take-all, or room for many neoclouds 06:48 — Are we overbuilding or underbuilding AI compute? 09:26 — What if AI gets 10x more compute-efficient? 10:44 — The real bottleneck: land, power, and shell 11:38 — The backlash against data centers — and the misinformation 15:00 — Opening the hood: from photons to tokens 17:11 — Extracting more value from the same chip 19:26 — Frontier inference and distributed training, explained 23:26 — What actually drives compute cost 25:21 — Lambda's chip stack and the NVIDIA relationship 26:17 — A multi-silicon world? CUDA, CUDNN, and NVIDIA's real moat 28:59 — Networking, storage, and the one-click cluster 34:46 — Renting vs. owning, and full vertical integration 36:24 — How global is Lambda? Does location still matter? 38:44 — The financing stack: off-take agreements, SPVs, and credit 41:16 — Why a 2023 GPU leases for more today 42:36 — A futures market for compute? 43:54 — Origin story: facial recognition, Perceptio, and Apple 47:03 — The Lambda hat and Dream Scope 48:59 — The $60K bet that became a cloud business 52:00 — Holding the team together through the hard times 54:30 — Bringing on a new CEO; Stephen as CTO 57:33 — Matching xAI on high-velocity deployment 59:29 — "AI won't write software — it will become the software" 01:01:30 — Neural software vs. vibe coding 01:04:25 — Do agents change the compute layer 01:06:14 — Self-assembling software inside Lambda 01:08:18 — Gigawatt-scale AI factories 01:08:57 — One person, one GPU 01:12:04 — Hot takes: overrated and underrated in AI

Matt Turck

70,916 Aufrufe • vor 1 Monat

2025 = the year of AI Agents x DAOS x Onchain Capital Allocation NEW greenpill.network podcast: Today, I'm joined by Shaw (spirit/acc) jin from ai16zdao to talk about AI Agents. How we use them to allocate capital in DAOs? To route information? To accelerate movements? To solve coordination failure? Timestamps for ez navigation 🫡 00:00 - Intro & focusing on DAOs and the intersection of AI agents. 01:00 - AI Agents and Their Impact 02:03 - The Evolution of the Internet 07:52 - Defining AI Agents 09:40 - Reducing Friction in Information Sharing 11:56 - Building a Movement, Not a Cult 14:15 - The Cathedral and the Bazaar Metaphor 16:04 - Using AI for Coordination 17:49 - Reducing Information Siloing 18:39 - Common Tools Across Organizations 19:31 - Open Sourcing Solutions 20:07 - Capital Allocation Challenges 20:55 - AI and Capital Allocation Intersection 21:50 - Human Oversight in Funding 22:48 - Continuous Retroactive Funding 24:42 - Creating a Supportive Culture 25:06 - Feedback Loops for Builders 26:09 - Reducing Overhead in Funding 26:36 - Acknowledging Non-Coding Contributions 27:58 - Chat Summarization Tool 28:34 - Profiles and Social Capital 29:00 - Marketplace of AI Agents 29:46 - Layered AI Systems 32:42 -Human Oversight in AI 34:39 - Feedback Loops in Development 37:01- Documentation and Community Engagement 38:12 - Self-Documenting Code 40:20 - Accelerated Idea Generation 45:03 - Circle of AI Champions 46:32 - Infinite Backrooms Concept 47:48 - Personal Infinite Backroom Ideas 49:23 - Concerns About Backrooms and Information Hiding 51:23 - Infinite Backrooms Concept 53:35 - Implementers and Skill Sharing 54:40 - Vision for the Future 56:39 - Concerns About UBI Implementation 57:56 - Community Income as a Solution 58:14 - A Hope for Self-Sufficiency and AI 59:36 - Outro

2025 = the year of AI Agents x DAOS x Onchain Capital Allocation NEW greenpill.network podcast: Today, I'm joined by Shaw (spirit/acc) jin from ai16zdao to talk about AI Agents. How we use them to allocate capital in DAOs? To route information? To accelerate movements? To solve coordination failure? Timestamps for ez navigation 🫡 00:00 - Intro & focusing on DAOs and the intersection of AI agents. 01:00 - AI Agents and Their Impact 02:03 - The Evolution of the Internet 07:52 - Defining AI Agents 09:40 - Reducing Friction in Information Sharing 11:56 - Building a Movement, Not a Cult 14:15 - The Cathedral and the Bazaar Metaphor 16:04 - Using AI for Coordination 17:49 - Reducing Information Siloing 18:39 - Common Tools Across Organizations 19:31 - Open Sourcing Solutions 20:07 - Capital Allocation Challenges 20:55 - AI and Capital Allocation Intersection 21:50 - Human Oversight in Funding 22:48 - Continuous Retroactive Funding 24:42 - Creating a Supportive Culture 25:06 - Feedback Loops for Builders 26:09 - Reducing Overhead in Funding 26:36 - Acknowledging Non-Coding Contributions 27:58 - Chat Summarization Tool 28:34 - Profiles and Social Capital 29:00 - Marketplace of AI Agents 29:46 - Layered AI Systems 32:42 -Human Oversight in AI 34:39 - Feedback Loops in Development 37:01- Documentation and Community Engagement 38:12 - Self-Documenting Code 40:20 - Accelerated Idea Generation 45:03 - Circle of AI Champions 46:32 - Infinite Backrooms Concept 47:48 - Personal Infinite Backroom Ideas 49:23 - Concerns About Backrooms and Information Hiding 51:23 - Infinite Backrooms Concept 53:35 - Implementers and Skill Sharing 54:40 - Vision for the Future 56:39 - Concerns About UBI Implementation 57:56 - Community Income as a Solution 58:14 - A Hope for Self-Sufficiency and AI 59:36 - Outro

owockai

60,440 Aufrufe • vor 1 Jahr

“This Is EXACTLY What THE BOTTOM Feels Like” Watch our latest full conversation with Samson Mow (Samson Mow) as he dispels the FUD and explains exactly what is going on with Bitcoin right now Timestamps 00:00 Cold Open 01:35 Why Saylor Sold and Why It's Not a Betrayal 05:15 MSTR, BTC, STRC: Is Someone Forced to Lose? 07:25 MSTR Is Amplified Bitcoin in Both Directions 09:25 The Four-Year Cycle Is Complete Rubbish 11:20 Why Everything Else Pumps While Bitcoin Lags 14:50 Treasury Company Bickering and the Orange Ties 21:10 Separation of Money and State 22:40 Iran, Hormuz, and Censorship Resistant Money 26:15 Agentic Aqua: A Bitcoin Wallet for AI Agents 32:05 Production Ready and a Third Bitcoin Client 34:25 Ossification and the Knots BIP-110 Debate 36:25 Is Quantum a Nothing Burger? 38:45 The Clarity Act, Banks, and Stablecoins 43:25 Self-Custody vs Financial Products 46:35 Ending 2026: The Omega Candle to $1 Million 47:45 Where to Find Jan3 and Aqua Watch on YouTube:

“This Is EXACTLY What THE BOTTOM Feels Like” Watch our latest full conversation with Samson Mow (Samson Mow) as he dispels the FUD and explains exactly what is going on with Bitcoin right now Timestamps 00:00 Cold Open 01:35 Why Saylor Sold and Why It's Not a Betrayal 05:15 MSTR, BTC, STRC: Is Someone Forced to Lose? 07:25 MSTR Is Amplified Bitcoin in Both Directions 09:25 The Four-Year Cycle Is Complete Rubbish 11:20 Why Everything Else Pumps While Bitcoin Lags 14:50 Treasury Company Bickering and the Orange Ties 21:10 Separation of Money and State 22:40 Iran, Hormuz, and Censorship Resistant Money 26:15 Agentic Aqua: A Bitcoin Wallet for AI Agents 32:05 Production Ready and a Third Bitcoin Client 34:25 Ossification and the Knots BIP-110 Debate 36:25 Is Quantum a Nothing Burger? 38:45 The Clarity Act, Banks, and Stablecoins 43:25 Self-Custody vs Financial Products 46:35 Ending 2026: The Omega Candle to $1 Million 47:45 Where to Find Jan3 and Aqua Watch on YouTube:

Bitcoin News

12,442 Aufrufe • vor 1 Monat

Full conversation with Luke Alexander on the real reason he shut down his business to bootstrap an AI SaaS. 0:00 Where It Started 4:39 No Internet Rural Ohio 7:21 Leaving Home to Save His Family 9:13 Dropping Out With $500 11:08 Cold DMing His First Client 13:14 Family Responsibility and What Drives Him 16:21 Why Anxiety Doesn't Exist 19:14 Suffering Is the Only Real Skill 21:18 Shutting Down the Agency 25:30 Moving to Miami With 15K 27:08 Launching Closer Cartel 70K Month One 31:01 The Character He Had to Play 33:08 The $12K Car and the Info Meta 36:48 Idols Becoming Brothers 40:06 Retiring His Mom First Million 41:41 His Dad the Restraining Order 43:20 The Man Who Stepped In 47:15 Burnout and Losing the Passion 50:16 The Moment He Walked Away 53:28 Why Info Rewards the Wrong Behavior 56:02 Spiritual Warfare in Miami 1:04:29 Living in Alignment 1:07:56 What He Wants to Look Back On 1:12:18 Why He Built Kindo 1:17:32 The Real Moat Is Taste 1:20:03 Learning Enterprise Sales 1:23:43 Bootstrapping vs Raising 1:26:03 How Kindo Works 1:29:05 AI Will Replace Sales Reps 1:36:09 Genetics and the Real Red Pill 1:39:53 Vision at 30 1:46:13 What It Means to Be a Good Dad 1:49:46 Looking for a Unicorn in Miami 1:51:29 Final Words

Full conversation with Luke Alexander on the real reason he shut down his business to bootstrap an AI SaaS. 0:00 Where It Started 4:39 No Internet Rural Ohio 7:21 Leaving Home to Save His Family 9:13 Dropping Out With $500 11:08 Cold DMing His First Client 13:14 Family Responsibility and What Drives Him 16:21 Why Anxiety Doesn't Exist 19:14 Suffering Is the Only Real Skill 21:18 Shutting Down the Agency 25:30 Moving to Miami With 15K 27:08 Launching Closer Cartel 70K Month One 31:01 The Character He Had to Play 33:08 The $12K Car and the Info Meta 36:48 Idols Becoming Brothers 40:06 Retiring His Mom First Million 41:41 His Dad the Restraining Order 43:20 The Man Who Stepped In 47:15 Burnout and Losing the Passion 50:16 The Moment He Walked Away 53:28 Why Info Rewards the Wrong Behavior 56:02 Spiritual Warfare in Miami 1:04:29 Living in Alignment 1:07:56 What He Wants to Look Back On 1:12:18 Why He Built Kindo 1:17:32 The Real Moat Is Taste 1:20:03 Learning Enterprise Sales 1:23:43 Bootstrapping vs Raising 1:26:03 How Kindo Works 1:29:05 AI Will Replace Sales Reps 1:36:09 Genetics and the Real Red Pill 1:39:53 Vision at 30 1:46:13 What It Means to Be a Good Dad 1:49:46 Looking for a Unicorn in Miami 1:51:29 Final Words

Grant

33,376 Aufrufe • vor 3 Monaten

New episode of Public Keys at the NYSE 🏛! 🎙️ The White House advisor Patrick Witt remains "cautiously optimistic" on crypto legislation, Eric Jackson unpacks the analysis behind his $50M BTC target by 2041, and Morgan Stanley’s Amy Oldenburg discusses the firm's crypto roadmap after a successful $MSBT launch. Watch the full show with Jenn Sanasie. 00:00 Welcome to Public Keys 00:32 Tax Deadline, Inflation Data and Earnings Season Ahead 01:10 Barclays Downgrades Coinbase as Crypto Trading Declines 01:25 Senate Returns with Clarity Act on the Agenda 01:43 White House's Patrick Witt on Market Structure Timeline 04:41 Stablecoin Yield Poses Limited Risk to Banks, White House Finds 07:37 DeFi, Developer Language and Other Sticking Points 11:03 EMJX CEO Eric Jackson on 'Gen 2' Digital Asset Treasuries 16:12 Why AI Agents Will Use Ethereum, Not Solana 17:09 The Case for $50 Million Bitcoin by 2041 19:24 Crypto Equities to Watch: Bittensor, IREN, Cipher and Hut 8 23:33 Bitcoin and Ether ETF Flows 25:48 Morgan Stanley's Amy Oldenburg on the Firm's Spot Bitcoin ETF 27:00 Spot ETH, SOL Filings and E-Trade Crypto Trading 30:06 Tokenized Money Market Funds and the Road Ahead

New episode of Public Keys at the NYSE 🏛! 🎙️ The White House advisor Patrick Witt remains "cautiously optimistic" on crypto legislation, Eric Jackson unpacks the analysis behind his $50M BTC target by 2041, and Morgan Stanley’s Amy Oldenburg discusses the firm's crypto roadmap after a successful $MSBT launch. Watch the full show with Jenn Sanasie. 00:00 Welcome to Public Keys 00:32 Tax Deadline, Inflation Data and Earnings Season Ahead 01:10 Barclays Downgrades Coinbase as Crypto Trading Declines 01:25 Senate Returns with Clarity Act on the Agenda 01:43 White House's Patrick Witt on Market Structure Timeline 04:41 Stablecoin Yield Poses Limited Risk to Banks, White House Finds 07:37 DeFi, Developer Language and Other Sticking Points 11:03 EMJX CEO Eric Jackson on 'Gen 2' Digital Asset Treasuries 16:12 Why AI Agents Will Use Ethereum, Not Solana 17:09 The Case for $50 Million Bitcoin by 2041 19:24 Crypto Equities to Watch: Bittensor, IREN, Cipher and Hut 8 23:33 Bitcoin and Ether ETF Flows 25:48 Morgan Stanley's Amy Oldenburg on the Firm's Spot Bitcoin ETF 27:00 Spot ETH, SOL Filings and E-Trade Crypto Trading 30:06 Tokenized Money Market Funds and the Road Ahead

CoinDesk

30,847 Aufrufe • vor 3 Monaten

My conversation with Mike Volpi Mike Volpi, who is one of the strongest early stage investors of the last decade backing companies like Scale, ClickHouse, Confluent, Wealthfront, and many others. When I started investing a couple years ago, Mike was one of the first people I reached out to for advice. Since then he's started his own new firm, Hanabi. We talked about creating a new VC firm, how AI impacts venture capital, and a bunch of his ideas around specific trends in AI and elsewhere. I love this conversation, hope you enjoy. Timestamps: (0:00) Intro (0:39) Building a venture firm from scratch (4:02) Designing Hanabi (5:52) Why stage matters less (9:38) Building a venture brand (13:58) The role of board seats (17:06) Attributes of enduring firms (20:44) The future of AI labs (23:14) Open-source and neolabs (32:49) The compute race (36:51) The future of software (45:49) Investing in defense (47:50) From operator to investor (50:35) Thriving founders today

Jack Altman

49,116 Aufrufe • vor 1 Monat

Why Elon Musk Wins At Everything He Does (Almost) Eric Jorgenson 📚 ☀️ discusses his book The Book of Elon, which compiles Elon Musk’s most timeless, useful ideas into a dialogue-like format built from hundreds of sources, aiming to feel like direct mentorship. He argues Musk is a singular founder - combining extreme intensity, unconventional technical brilliance, and strategic bias to action - whose “system” produces extraordinary outcomes despite being prickly and polarizing. Our conversation covers Musk’s background, the role of “clean and dirty fuel,” vertical integration and manufacturing in the U.S., and how AI could amplify ambitious entrepreneurship. 0:00 Elon’s Singular Edge 0:45 Inside The Book of Elon 1:48 How the Book Is Built 3:11 Why Eric Chose Elon 8:04 Why Elon Wins 8:34 Purpose Over Optimization 11:51 Nature Nurture and Trauma 15:41 Sponsor Rebellion Air 16:30 High Standards Leadership 19:42 Blueprint for Builders 21:32 Manufacturing Vertical Integration 23:59 AI Abundance and a Million Musks 26:03 Future Arrives Faster 26:31 Problems Are Solvable 27:29 Pick a Mission 28:42 Elon Not Money Driven 30:23 Debt Crisis Forcing Function 32:14 Private Versus Public Safety Net 34:49 Subsidies Raise Costs 37:14 Tesla Disrupts Auto Industry 40:14 Writing an Evergreen Book 41:41 Beyond Political Headlines 44:48 Capitalism Despite Disagreement 46:40 SpaceX Sued NASA 49:09 Where to Get the Book

Why Elon Musk Wins At Everything He Does (Almost) Eric Jorgenson 📚 ☀️ discusses his book The Book of Elon, which compiles Elon Musk’s most timeless, useful ideas into a dialogue-like format built from hundreds of sources, aiming to feel like direct mentorship. He argues Musk is a singular founder - combining extreme intensity, unconventional technical brilliance, and strategic bias to action - whose “system” produces extraordinary outcomes despite being prickly and polarizing. Our conversation covers Musk’s background, the role of “clean and dirty fuel,” vertical integration and manufacturing in the U.S., and how AI could amplify ambitious entrepreneurship. 0:00 Elon’s Singular Edge 0:45 Inside The Book of Elon 1:48 How the Book Is Built 3:11 Why Eric Chose Elon 8:04 Why Elon Wins 8:34 Purpose Over Optimization 11:51 Nature Nurture and Trauma 15:41 Sponsor Rebellion Air 16:30 High Standards Leadership 19:42 Blueprint for Builders 21:32 Manufacturing Vertical Integration 23:59 AI Abundance and a Million Musks 26:03 Future Arrives Faster 26:31 Problems Are Solvable 27:29 Pick a Mission 28:42 Elon Not Money Driven 30:23 Debt Crisis Forcing Function 32:14 Private Versus Public Safety Net 34:49 Subsidies Raise Costs 37:14 Tesla Disrupts Auto Industry 40:14 Writing an Evergreen Book 41:41 Beyond Political Headlines 44:48 Capitalism Despite Disagreement 46:40 SpaceX Sued NASA 49:09 Where to Get the Book

Farzad 🇺🇸 🇮🇷

26,789 Aufrufe • vor 4 Monaten

Passive investing and the AI bull run are fueling another 1987-style market crash, according to Mike Green (Michael Green). We sat down to unpack why AI economics do not work, the risks investors are ignoring right now, how passive flows and leverage distort markets, and where Mike would put capital to work today in a brand new portfolio. Mike has navigated markets for decades and his work on passive is second to none. This is a must-listen conversation with one of the best in the business. TIMESTAMPS: 0:00 - Caution on AI bull market 2:57 - AI's real value 5:38 - Nvidia's vendor financing 7:47 - The China threat 9:39 - Should investors sit out? 11:29 - Passive investing risks 13:17 - Are stocks actually cheap? 15:57 - 1987 crash parallels 19:17 - Are markets broken? 24:08 - Passive flows and leverage 26:10 - Can regulators step in? 28:21 - Building a new portfolio today 32:09 - Inflation vs. deflation 36:35 - US economic opportunity 42:32 - Mike's new book

Phil Rosen

98,115 Aufrufe • vor 21 Tagen

"‘It’s not about the tech, it’s about people." - Shaw checkout the full episode where we dive into the AI, Eliza, ai16z, and a lot more trust me it's well worth your time Episode timestamp: ⏰ Timestamps 00:00 Intro 00:59 Shaw's Journey: From Programmer to Entrepreneur 06:07 Story of ai16z: A New Economic Model 09:14 Nature of AI: Sentience and Human-AI Relationships 13:03 Will Ai take our jobs? Future of work & employment 16:36 Are we close to a Dystopian world? 28:50 Procuring Data for agents 32:15 AI Agents and Hallucinations 34:00 Incentives and Human Behavior in Society 34:55 Free Markets in Problem Solving 36:22 Decentralization and Its Challenges 38:10 Autonomous Investor 41:44 Building Trust in Trading Systems 43:14 Marketplace of Trust and Community Contributions 45:59 The Future of AI and Human Interaction 56:28 The Role of AI in Enhancing Human Experience 59:09 Navigating Truth and Bias in AI Systems 01:06:54 Innovations Shaping Tomorrow's Network States 01:07:56 Decentralized Coordination and Global Talent 01:10:21 Emerging Agentic Frameworks and Developer Choices 01:12:48 The Role of Web Development in Agent Technology 01:17:12 Opportunities in Agent Technology and DeFi 01:24:19 Revenue Models in Agent Frameworks 01:30:20 Building a Global Community and Open Source Strategy oh, and don't forget to follow The DeAI Dispatch I'm cooking some cool AI stuff for y'all thanks Shaw for taking over 90 minutes for this free wheeling convo

"‘It’s not about the tech, it’s about people." - Shaw checkout the full episode where we dive into the AI, Eliza, ai16z, and a lot more trust me it's well worth your time Episode timestamp: ⏰ Timestamps 00:00 Intro 00:59 Shaw's Journey: From Programmer to Entrepreneur 06:07 Story of ai16z: A New Economic Model 09:14 Nature of AI: Sentience and Human-AI Relationships 13:03 Will Ai take our jobs? Future of work & employment 16:36 Are we close to a Dystopian world? 28:50 Procuring Data for agents 32:15 AI Agents and Hallucinations 34:00 Incentives and Human Behavior in Society 34:55 Free Markets in Problem Solving 36:22 Decentralization and Its Challenges 38:10 Autonomous Investor 41:44 Building Trust in Trading Systems 43:14 Marketplace of Trust and Community Contributions 45:59 The Future of AI and Human Interaction 56:28 The Role of AI in Enhancing Human Experience 59:09 Navigating Truth and Bias in AI Systems 01:06:54 Innovations Shaping Tomorrow's Network States 01:07:56 Decentralized Coordination and Global Talent 01:10:21 Emerging Agentic Frameworks and Developer Choices 01:12:48 The Role of Web Development in Agent Technology 01:17:12 Opportunities in Agent Technology and DeFi 01:24:19 Revenue Models in Agent Frameworks 01:30:20 Building a Global Community and Open Source Strategy oh, and don't forget to follow The DeAI Dispatch I'm cooking some cool AI stuff for y'all thanks Shaw for taking over 90 minutes for this free wheeling convo

Rohit ($TAO arc)

100,740 Aufrufe • vor 1 Jahr