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🎬 Hype’s @PlayOffTheGrid Breakdown ⚡️ Ft. TRIP TEDDY 0:00 - 🎃 Kill The Feed Biggest OTG Update 0:10 - 🪖 Cinematic Story Missions 0:23 - 🦾 PainKilla limb + Feardrop Halloween 0:32 - 🎮 Loot 2.0 + Gameplay Progression 0:43 - 🔗 On-chain: 300K+ players, 750K txns

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Hype Unit

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16,410 views • 8 months ago •via X (Twitter)

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Lex Fridman

738,686 views • 11 months ago

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Joseph Noel Walker

128,950 views • 11 months ago

New episode! Learned a lot chatting with Martin Parkinson about the economics of migration policy. The issue that most people haven't properly understood: Australia has built an economy that requires roughly 2 million more workers than our population of citizens and permanent residents can supply. We've drifted into a guest-worker system that no government ever proposed. Is it possible to have an ethical temporary program for unskilled workers where there is no path to permanency? And what does that look like? We also discuss: - International student fees now fund close to 50% of the cost of all university research in Australia, which means a cap on student numbers trades off with research, R&D, and ultimately productivity. (Australian R&D spending already sits at 1.7% of GDP versus an OECD average of 2.7%.) - Australia has 250,000 skilled migrants -- including 50,000 engineers, 20,000 teachers, 16,000 nurses, and 1,300 electricians -- who were admitted because their qualifications were assessed as commensurate with Australian standards, but who cannot work in their fields because of state-government and professional-body licensing barriers. - The Australian skilled-occupation list is based on a 2001 taxonomy, which is why employers trying to bring in a global procurement manager were forced to map the role to "supermarket manager." - The Australian points test is "dumb": being 40 years and 1 month old gets you dramatically fewer points than being 39 years and 11 months -- Canada's system steps down gradually, ours falls off a cliff. - Indonesia's diaspora in Australia is 90,000 people -- the same size as Fiji's, and roughly 0.03% of Indonesia's population -- despite Indonesia being projected to become the world's fourth-largest economy by 2045. - And much more. Watch below - or on YouTube, Apple Podcasts or Spotify. Timestamps: (0:00:00) – Introduction. (0:02:37) – What surprised Parkinson about Australia's immigration system? (0:10:20) – How does migration affect Australians' living standards? (0:16:56) – The political equilibrium (0:19:23) – What are the objectives of the migration program? (0:24:01) – The drift into a guest-worker system (0:41:40) – How leveraged are universities to international students? (0:47:56) – Should we have an official low-skilled migration program? (0:51:32) – Using migration to slow population ageing (0:58:42) – What "skills shortage" actually means (1:08:17) – Problems with the points test (1:14:52) – Our Soviet-style occupation list (1:24:45) – We need to better utilise our skilled migrants (1:34:39) – What is the biggest problem with Australia's migration system? (1:42:01) – How can we attract true global talent? (1:45:58) – Is the migration system robust to AI disruption? (1:53:38) – What should the upper/lower bound for net migration be? (1:56:43) – The Indonesian question (2:06:53) – How much more strategic weight would a bigger population buy us?
2:17:59

New episode! Learned a lot chatting with Martin Parkinson about the economics of migration policy. The issue that most people haven't properly understood: Australia has built an economy that requires roughly 2 million more workers than our population of citizens and permanent residents can supply. We've drifted into a guest-worker system that no government ever proposed. Is it possible to have an ethical temporary program for unskilled workers where there is no path to permanency? And what does that look like? We also discuss: - International student fees now fund close to 50% of the cost of all university research in Australia, which means a cap on student numbers trades off with research, R&D, and ultimately productivity. (Australian R&D spending already sits at 1.7% of GDP versus an OECD average of 2.7%.) - Australia has 250,000 skilled migrants -- including 50,000 engineers, 20,000 teachers, 16,000 nurses, and 1,300 electricians -- who were admitted because their qualifications were assessed as commensurate with Australian standards, but who cannot work in their fields because of state-government and professional-body licensing barriers. - The Australian skilled-occupation list is based on a 2001 taxonomy, which is why employers trying to bring in a global procurement manager were forced to map the role to "supermarket manager." - The Australian points test is "dumb": being 40 years and 1 month old gets you dramatically fewer points than being 39 years and 11 months -- Canada's system steps down gradually, ours falls off a cliff. - Indonesia's diaspora in Australia is 90,000 people -- the same size as Fiji's, and roughly 0.03% of Indonesia's population -- despite Indonesia being projected to become the world's fourth-largest economy by 2045. - And much more. Watch below - or on YouTube, Apple Podcasts or Spotify. Timestamps: (0:00:00) – Introduction. (0:02:37) – What surprised Parkinson about Australia's immigration system? (0:10:20) – How does migration affect Australians' living standards? (0:16:56) – The political equilibrium (0:19:23) – What are the objectives of the migration program? (0:24:01) – The drift into a guest-worker system (0:41:40) – How leveraged are universities to international students? (0:47:56) – Should we have an official low-skilled migration program? (0:51:32) – Using migration to slow population ageing (0:58:42) – What "skills shortage" actually means (1:08:17) – Problems with the points test (1:14:52) – Our Soviet-style occupation list (1:24:45) – We need to better utilise our skilled migrants (1:34:39) – What is the biggest problem with Australia's migration system? (1:42:01) – How can we attract true global talent? (1:45:58) – Is the migration system robust to AI disruption? (1:53:38) – What should the upper/lower bound for net migration be? (1:56:43) – The Indonesian question (2:06:53) – How much more strategic weight would a bigger population buy us?

Joseph Noel Walker

169,846 views • 1 month ago

My conversation with Samo Burja, founder of Bismarck Analysis and chair of the editorial board at PALLADIUM Magazine. Enjoy! 0:00 - Intro 1:18 - Live players 5:41 - Great Founder Theory 11:20 - Our material technology rests on our social interactions 14:23 - Optimism, pessimism, and human agency 23:21 - Operationalized knowledge 25:22 - Lost and dead traditions of knowledge 27:34 - Tradition of criticism 29:36 - The most important piece of knowledge to preserve 32:27 - Common features of declining societies 39:18 - Are the Spartan warriors overrated? 42:07 - Elon Musk, DOGE, and bureaucracy in America 45:28 - The machinery of freedom 47:43 - Tech Samo is most excited about over the next 5 years 50:10 - Curtis Yarvin and the orbital authority 55:01 - Samo’s advice for young people
58:46

My conversation with Samo Burja, founder of Bismarck Analysis and chair of the editorial board at PALLADIUM Magazine. Enjoy! 0:00 - Intro 1:18 - Live players 5:41 - Great Founder Theory 11:20 - Our material technology rests on our social interactions 14:23 - Optimism, pessimism, and human agency 23:21 - Operationalized knowledge 25:22 - Lost and dead traditions of knowledge 27:34 - Tradition of criticism 29:36 - The most important piece of knowledge to preserve 32:27 - Common features of declining societies 39:18 - Are the Spartan warriors overrated? 42:07 - Elon Musk, DOGE, and bureaucracy in America 45:28 - The machinery of freedom 47:43 - Tech Samo is most excited about over the next 5 years 50:10 - Curtis Yarvin and the orbital authority 55:01 - Samo’s advice for young people

Arjun Khemani

25,720 views • 1 year ago

We Do A Little Chikai is now live on X, YouTube and all podcast platforms! We dive into Chikai’s progression as an artist and collector, founding Keyhole and being acquired by Google, his biggest artistic inspirations, tips for people who want to explore AI tools, Culture on L2s, and so much more. 📝Show Notes📝 0:00 Intro 4:50 Chikai’s progression as an artist 17:00 How do you keep up with new AI tools? 21:50 Where does your appreciation of photography come from? 31:30 Creating Google Earth 43:15 What drew you to the NFT space? 52:00 How did Panopticon come together? 58:30 Do you feel like an artist yet? 1:16:10 How do you track your ideas? 1:29:50 Do you find yourself using Discord outside of Midjourney? 1:32:35 Tips for people who want to explore AI tools? 1:36:50 Do you find your taste in art changing as you create more? 1:40:20 Biggest AI inspirations? 1:46:10 Culture on L2s 1:49:30 What would the title of your autobiography be?
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DeeZe ⛳🏌️‍♂️

162,611 views • 2 years ago

LIVE NOW - Ethereum’s Last Big Upgrade: The zkEVM Ethereum scaling isn’t just “bigger blocks.” It’s a shift from re-executing everything → verifying once with proofs. ansgar.eth breaks down: - verifying blocks without re-execution - real-time proofs for L1 - optional → mandatory proofs roadmap - the 3 bottlenecks: compute / IO / bandwidth - why “L1 gets rollup-like” (without losing verifiability) 🎬 Enjoy. --- TIMESTAMPS 0:00 Intro 0:43 Ethereum’s Biggest Upgrade 4:35 The Core Idea: Verify Blocks Without Re-Executing 10:40 From Bitcoin’s “Verify Cheaply” to Verifying Full Execution 16:22 Cryptography 2.0: Proving Arbitrary Computation 22:56 Scaling All 3 Constraints: Compute, IO, Bandwidth 32:33 Why Ethereum Has Been “Slow” by Design 38:29 3× Per Year: Scaling Now, Not Someday 41:28 ZK Isn’t About Faster Blocks (But Speed Still Improves) 46:33 Rollout Plan: Optional Proofs → Mandatory Proofs 49:59 Dependencies: Block-in-Blobs, Repricing, New State Trees 54:14 Security Reality Check: Performance → Security → Production 1:01:24 Client Diversity in a ZK World 1:10:51 Timeline: ZK Ethereum, Around 2030 1:16:31 Second-Order Wins: L2 Bridging and Beyond Crypto 1:20:49 Closing: Build the Boring Infrastructure, Enable the Apps
1:23:35

LIVE NOW - Ethereum’s Last Big Upgrade: The zkEVM Ethereum scaling isn’t just “bigger blocks.” It’s a shift from re-executing everything → verifying once with proofs. ansgar.eth breaks down: - verifying blocks without re-execution - real-time proofs for L1 - optional → mandatory proofs roadmap - the 3 bottlenecks: compute / IO / bandwidth - why “L1 gets rollup-like” (without losing verifiability) 🎬 Enjoy. --- TIMESTAMPS 0:00 Intro 0:43 Ethereum’s Biggest Upgrade 4:35 The Core Idea: Verify Blocks Without Re-Executing 10:40 From Bitcoin’s “Verify Cheaply” to Verifying Full Execution 16:22 Cryptography 2.0: Proving Arbitrary Computation 22:56 Scaling All 3 Constraints: Compute, IO, Bandwidth 32:33 Why Ethereum Has Been “Slow” by Design 38:29 3× Per Year: Scaling Now, Not Someday 41:28 ZK Isn’t About Faster Blocks (But Speed Still Improves) 46:33 Rollout Plan: Optional Proofs → Mandatory Proofs 49:59 Dependencies: Block-in-Blobs, Repricing, New State Trees 54:14 Security Reality Check: Performance → Security → Production 1:01:24 Client Diversity in a ZK World 1:10:51 Timeline: ZK Ethereum, Around 2030 1:16:31 Second-Order Wins: L2 Bridging and Beyond Crypto 1:20:49 Closing: Build the Boring Infrastructure, Enable the Apps

Bankless

18,628 views • 4 months ago

LIVE NOW - Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' Zcash 🛡️ founder zooko🛡🦓🦓🦓 ⓩ joins Bankless to argue that privacy is back on the critical path, that AI turns chain surveillance into pattern-recognition at scale and that the real bottleneck for cypherpunk tools has always been UX and onboarding. We dig into Zcash’s “encrypted Bitcoin” meme, the dev fund’s evolving design (and why it helped Zcash survive), recent ZEC momentum, and the wallet/intents stack that makes private spending actually usable. -------------- TIMESTAMPS 0:00 Intro 0:46 What Failed 3:58 What Succeeded 5:04 Institutional Adoption 6:53 Areas Neglected 10:51 The Cypherpunk Vision 18:53 Can The Cypherpunks Win? 23:19 Crypto’s Path to Success 27:44 Crypto vs Linux 30:39 AI Cypherpunks? 33:05 Optimism 35:49 AI Surveillance 37:10 Zcash 43:02 Zcash Dev Fund 51:45 Zashi is now Zodl Governance Drama 56:32 Zcash Privacy Practices 1:15:56 AI Privacy Consequences 1:22:31 Is Zec a Store of Value 1:26:01 Encrypted Bitcoin? 1:29:01 Ethereum Privacy & Anoma 1:33:14 Closing & Disclaimers
1:34:55

LIVE NOW - Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' Zcash 🛡️ founder zooko🛡🦓🦓🦓 ⓩ joins Bankless to argue that privacy is back on the critical path, that AI turns chain surveillance into pattern-recognition at scale and that the real bottleneck for cypherpunk tools has always been UX and onboarding. We dig into Zcash’s “encrypted Bitcoin” meme, the dev fund’s evolving design (and why it helped Zcash survive), recent ZEC momentum, and the wallet/intents stack that makes private spending actually usable. -------------- TIMESTAMPS 0:00 Intro 0:46 What Failed 3:58 What Succeeded 5:04 Institutional Adoption 6:53 Areas Neglected 10:51 The Cypherpunk Vision 18:53 Can The Cypherpunks Win? 23:19 Crypto’s Path to Success 27:44 Crypto vs Linux 30:39 AI Cypherpunks? 33:05 Optimism 35:49 AI Surveillance 37:10 Zcash 43:02 Zcash Dev Fund 51:45 Zashi is now Zodl Governance Drama 56:32 Zcash Privacy Practices 1:15:56 AI Privacy Consequences 1:22:31 Is Zec a Store of Value 1:26:01 Encrypted Bitcoin? 1:29:01 Ethereum Privacy & Anoma 1:33:14 Closing & Disclaimers

Bankless

60,682 views • 5 months ago

I asked Oren John to walk me through what to do at every level of marketing based on a budget. Level 1: $0 - $10k Level 2: $10k - $100k Level 3: $100k - $1m Level 4: $1m++ Level 5: UNLIMITED 0:00 Level 1 Zero to $10K 2:05 Creativity Is Just Empathy 3:23 Build a Fake Feed of Your Customer 5:25 Does the Founder Have to Be on Camera 6:32 Free Attention Is the Biggest Opportunity 7:07 What $10 a Day on Meta Actually Teaches You 8:18 Test Campaign vs Scale Campaign 10:30 When to Start Scaling Your Ad Budget 13:00 Retargeting and Warm Audiences 15:00 The Creative Testing System 18:00 Level 2 $10K to $100K 21:00 Email Is Still the Best Asset You Own 24:00 SMS and Owned Channel Strategy 28:00 When to Hire Your First Marketing Person 31:00 The Metrics That Actually Matter 35:00 Affiliate and Referral Programs 38:00 Level 3 $100K to $1M 42:00 Building an Influencer Program 46:00 Seeding vs Paid Influencer Deals 50:00 How to Brief Creators Without Killing the Content 54:00 Long Term Creator Relationships 58:00 Accountability Systems for Marketing Teams 1:01:08 Level 4 Over $1M a Month 1:03:00 How to Not Lose Your Edge as You Scale 1:06:00 Let Creators Be Creative 1:09:11 Brand Awareness vs Direct Response 1:12:00 Niche Audiences and High AOV Brands 1:17:00 The Podcast Advertising Opportunity 1:20:00 CPM vs Audience Quality 1:25:37 Brand Pages Worth Studying 1:29:34 Level 5 Unlimited Budget 1:31:00 How Claude Dominated Influencer Marketing 1:32:00 Scale vs Monoculture 1:34:04 The Super Bowl Play 1:36:00 Mr Beast and the Celebrity Crossover 1:38:00 Get In Early on Rising Creators
1:44:22

I asked Oren John to walk me through what to do at every level of marketing based on a budget. Level 1: $0 - $10k Level 2: $10k - $100k Level 3: $100k - $1m Level 4: $1m++ Level 5: UNLIMITED 0:00 Level 1 Zero to $10K 2:05 Creativity Is Just Empathy 3:23 Build a Fake Feed of Your Customer 5:25 Does the Founder Have to Be on Camera 6:32 Free Attention Is the Biggest Opportunity 7:07 What $10 a Day on Meta Actually Teaches You 8:18 Test Campaign vs Scale Campaign 10:30 When to Start Scaling Your Ad Budget 13:00 Retargeting and Warm Audiences 15:00 The Creative Testing System 18:00 Level 2 $10K to $100K 21:00 Email Is Still the Best Asset You Own 24:00 SMS and Owned Channel Strategy 28:00 When to Hire Your First Marketing Person 31:00 The Metrics That Actually Matter 35:00 Affiliate and Referral Programs 38:00 Level 3 $100K to $1M 42:00 Building an Influencer Program 46:00 Seeding vs Paid Influencer Deals 50:00 How to Brief Creators Without Killing the Content 54:00 Long Term Creator Relationships 58:00 Accountability Systems for Marketing Teams 1:01:08 Level 4 Over $1M a Month 1:03:00 How to Not Lose Your Edge as You Scale 1:06:00 Let Creators Be Creative 1:09:11 Brand Awareness vs Direct Response 1:12:00 Niche Audiences and High AOV Brands 1:17:00 The Podcast Advertising Opportunity 1:20:00 CPM vs Audience Quality 1:25:37 Brand Pages Worth Studying 1:29:34 Level 5 Unlimited Budget 1:31:00 How Claude Dominated Influencer Marketing 1:32:00 Scale vs Monoculture 1:34:04 The Super Bowl Play 1:36:00 Mr Beast and the Celebrity Crossover 1:38:00 Get In Early on Rising Creators

Grant

25,997 views • 1 month ago

EP:28 ft Paul Thomas Founder of Somnia Discussing: Web3 risk, AI’s impact on life, Web3 gaming’s biggest flaw & more. Timestamps: 1:25 Life pre-web3 4:10 What did you learn from your time at Goldman sachs? 5:55 Web3 participants risk appetite 7:35 The token prices for chains 9:20 Learnings from Improbable 11:10 learnings to go from 0-1 as a business 13:10 How success transforms motivation 14:55 Are you an obsessive sort of person? 16:10 What resources have helped you learn the most about business? 22:40 What did you learn about the big AAA gaming studios? 27:45 How do you battle against Games leaving Sonia? 30:30 Advantage to being a second mover? 34:16 Is Somnias success tied to the success of web3 gaming? 35:50 Can AI drive mass adoption? 38:00 AI’s impact on gaming 40:30 Impact of AI on peoples lives 42:00 Optimist or Pessimist around AI 43:00 AI Journal 46:50 How do you win the chain battle? 54:40 Biggest issue with web3 gaming
1:03:44

EP:28 ft Paul Thomas Founder of Somnia Discussing: Web3 risk, AI’s impact on life, Web3 gaming’s biggest flaw & more. Timestamps: 1:25 Life pre-web3 4:10 What did you learn from your time at Goldman sachs? 5:55 Web3 participants risk appetite 7:35 The token prices for chains 9:20 Learnings from Improbable 11:10 learnings to go from 0-1 as a business 13:10 How success transforms motivation 14:55 Are you an obsessive sort of person? 16:10 What resources have helped you learn the most about business? 22:40 What did you learn about the big AAA gaming studios? 27:45 How do you battle against Games leaving Sonia? 30:30 Advantage to being a second mover? 34:16 Is Somnias success tied to the success of web3 gaming? 35:50 Can AI drive mass adoption? 38:00 AI’s impact on gaming 40:30 Impact of AI on peoples lives 42:00 Optimist or Pessimist around AI 43:00 AI Journal 46:50 How do you win the chain battle? 54:40 Biggest issue with web3 gaming

Caleb

27,761 views • 1 year ago

LIVE NOW - Vitalik Buterin: How Ethereum Becomes The World Ledger Ethereum just turned 10, and vitalik.eth returns to reflect on the last decade—and where it’s headed next. In this conversation, Vitalik shares what surprised him most about Ethereum’s growth, the hard lessons from challenges like The DAO and NFTs, and what he’d do differently if starting again. We explore Ethereum’s evolving cultural identity, privacy as a core value, the tradeoffs between L1 and L2, and how Vitalik envisions Ethereum surviving an AI-dominated future. -------------- TIMESTAMPS 0:00 Intro 0:52 Ethereum’s First 2 Years 2:25 Ethereum’s Top Contributions 4:18 Biggest Surprises 7:37 What Took Longer than Expected 9:05 Overcoming Challenges 11:03 Lesson for Younger Vitalik 15:53 Bitcoin vs Ethereum 18:49 Ethereum’s Cultural Evolution 32:11 Privacy on Ethereum 37:42 Nation State Resistant Privacy 43:03 Cypherpunk vs Mainstream 56:05 World Ledger 59:09 Ethereum in 2024 1:02:23 Changes in the Ethereum Foundation 1:10:10 Economic Alignment 1:16:38 Scaling the L1 1:31:21 Ethereum’s Barbell Strategy 1:39:28 Ethereum Nationalism 1:48:28 ETH Treasuries 1:55:19 The Next 10 Years for Ethereum 1:59:35 The Next 10 Years for Vitalik 2:01:25 The Next 10 Years for Bankless 2:02:52 Closing & Disclaimers
2:03:39

LIVE NOW - Vitalik Buterin: How Ethereum Becomes The World Ledger Ethereum just turned 10, and vitalik.eth returns to reflect on the last decade—and where it’s headed next. In this conversation, Vitalik shares what surprised him most about Ethereum’s growth, the hard lessons from challenges like The DAO and NFTs, and what he’d do differently if starting again. We explore Ethereum’s evolving cultural identity, privacy as a core value, the tradeoffs between L1 and L2, and how Vitalik envisions Ethereum surviving an AI-dominated future. -------------- TIMESTAMPS 0:00 Intro 0:52 Ethereum’s First 2 Years 2:25 Ethereum’s Top Contributions 4:18 Biggest Surprises 7:37 What Took Longer than Expected 9:05 Overcoming Challenges 11:03 Lesson for Younger Vitalik 15:53 Bitcoin vs Ethereum 18:49 Ethereum’s Cultural Evolution 32:11 Privacy on Ethereum 37:42 Nation State Resistant Privacy 43:03 Cypherpunk vs Mainstream 56:05 World Ledger 59:09 Ethereum in 2024 1:02:23 Changes in the Ethereum Foundation 1:10:10 Economic Alignment 1:16:38 Scaling the L1 1:31:21 Ethereum’s Barbell Strategy 1:39:28 Ethereum Nationalism 1:48:28 ETH Treasuries 1:55:19 The Next 10 Years for Ethereum 1:59:35 The Next 10 Years for Vitalik 2:01:25 The Next 10 Years for Bankless 2:02:52 Closing & Disclaimers

Bankless

56,301 views • 11 months ago

Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33 - Extreme co-design and rack-scale engineering 3:18 - How Jensen runs NVIDIA 22:40 - AI scaling laws 37:40 - Biggest blockers to AI scaling laws 39:23 - Supply chain 41:18 - Memory 47:24 - Power 52:43 - Elon and Colossus 56:11 - Jensen's approach to engineering and leadership 1:01:37 - China 1:09:50 - TSMC and Taiwan 1:15:04 - NVIDIA's moat 1:20:41 - AI data centers in space 1:24:30 - Will NVIDIA be worth $10 trillion? 1:34:39 - Leadership under pressure 1:48:25 - Video games 1:55:16 - AGI timeline 1:57:29 - Future of programming 2:11:01 - Consciousness 2:17:22 - Mortality
2:25:58

Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33 - Extreme co-design and rack-scale engineering 3:18 - How Jensen runs NVIDIA 22:40 - AI scaling laws 37:40 - Biggest blockers to AI scaling laws 39:23 - Supply chain 41:18 - Memory 47:24 - Power 52:43 - Elon and Colossus 56:11 - Jensen's approach to engineering and leadership 1:01:37 - China 1:09:50 - TSMC and Taiwan 1:15:04 - NVIDIA's moat 1:20:41 - AI data centers in space 1:24:30 - Will NVIDIA be worth $10 trillion? 1:34:39 - Leadership under pressure 1:48:25 - Video games 1:55:16 - AGI timeline 1:57:29 - Future of programming 2:11:01 - Consciousness 2:17:22 - Mortality

Lex Fridman

2,527,510 views • 3 months ago

Markets climbing the wall of worry, Bitcoin crossed $80,000, and AI rewriting the rules of every business on the planet, Elon Musk and Sam Altman fighting it out in court, Mike Novogratz and I discuss it all on this episode of All Things Markets (All Things Markets) Watch on X, YouTube, and Spotify. Timestamps 0:00 Mooch & Novo Introduction 1:01 Bitcoin hits $80K, Strait of Hormuz uncertainty, and crypto wants to go higher 2:30 Clarity Act breakdown: Why it's getting done and what it means for crypto 5:35 What the hell is happening to the market? 8:32 Novo: "Crypto is getting its mojo back." 10:11 Long Nvidia/data centers, short legacy SaaS, does it still work? 13:43 Bullish vs. Bearish segment 18:07 SpaceX IPO at $1.75T+: Every institution needs to own it 23:27 Tokenization timeline + the best trade of the next 12 months 26:19 Closing thoughts
27:16

Markets climbing the wall of worry, Bitcoin crossed $80,000, and AI rewriting the rules of every business on the planet, Elon Musk and Sam Altman fighting it out in court, Mike Novogratz and I discuss it all on this episode of All Things Markets (All Things Markets) Watch on X, YouTube, and Spotify. Timestamps 0:00 Mooch & Novo Introduction 1:01 Bitcoin hits $80K, Strait of Hormuz uncertainty, and crypto wants to go higher 2:30 Clarity Act breakdown: Why it's getting done and what it means for crypto 5:35 What the hell is happening to the market? 8:32 Novo: "Crypto is getting its mojo back." 10:11 Long Nvidia/data centers, short legacy SaaS, does it still work? 13:43 Bullish vs. Bearish segment 18:07 SpaceX IPO at $1.75T+: Every institution needs to own it 23:27 Tokenization timeline + the best trade of the next 12 months 26:19 Closing thoughts

Anthony Scaramucci

15,886 views • 2 months ago

Wall Street’s Big Crypto Bet – The Truth About Tokenized Securities | With Sonnenshein Full video below. 0:00 Intro 1:13 Are We Tokenizing Everything? 2:11 Inside BlackRock’s Tokenized Fund 3:50 Daily Yield and 24/7 Liquidity 5:22 Why Tokenization Actually Matters 7:23 Wallets vs Brokerage Accounts 9:11 Making Onchain Access Easy 10:36 What Gets Tokenized Next 13:43 Public Equities on Blockchain 16:04 Merging TradFi with Web3 18:46 From Grayscale to Securitize 20:03 A New SEC Attitude 22:12 Regulation Without New Laws 24:30 Connecting RWAs to DeFi 27:11 Launching the Converge Chain 29:54 Tokenizing Private Credit 32:20 Wall Street Yields for All 34:26 Tokenized Sovereign Debt? 35:47 Why Real Estate Is Hard 37:33 Institutions Finally Jump In 40:06 Settlement Speeds Revolution 42:10 TradFi vs Crypto Ideals 44:22 The Risk of Overreach 47:12 Bitcoin On Balance Sheets 50:10 Nation-State Bitcoin Strategy 50:55 Final Thoughts & Outro
51:23

Wall Street’s Big Crypto Bet – The Truth About Tokenized Securities | With Sonnenshein Full video below. 0:00 Intro 1:13 Are We Tokenizing Everything? 2:11 Inside BlackRock’s Tokenized Fund 3:50 Daily Yield and 24/7 Liquidity 5:22 Why Tokenization Actually Matters 7:23 Wallets vs Brokerage Accounts 9:11 Making Onchain Access Easy 10:36 What Gets Tokenized Next 13:43 Public Equities on Blockchain 16:04 Merging TradFi with Web3 18:46 From Grayscale to Securitize 20:03 A New SEC Attitude 22:12 Regulation Without New Laws 24:30 Connecting RWAs to DeFi 27:11 Launching the Converge Chain 29:54 Tokenizing Private Credit 32:20 Wall Street Yields for All 34:26 Tokenized Sovereign Debt? 35:47 Why Real Estate Is Hard 37:33 Institutions Finally Jump In 40:06 Settlement Speeds Revolution 42:10 TradFi vs Crypto Ideals 44:22 The Risk of Overreach 47:12 Bitcoin On Balance Sheets 50:10 Nation-State Bitcoin Strategy 50:55 Final Thoughts & Outro

The Wolf Of All Streets

95,163 views • 1 year ago

DROPS E29: Ivo Grigorov, CEO at Real - The Trust Layer That Traditional Finance Has Been Waiting For From managing $1.2B in traditional finance to building an institutional-grade L1, Ivo is on a mission to bring real-world assets on-chain and rebuild trust between banks and crypto. We talk about: - Why trust is the missing link in tokenized real-world assets - How Real Finance is designing an L1 for banks and institutions - Turning a $100M guarantee scheme into smart contracts - Why crypto misunderstands sustainability and compounding - Bridging TradFi and Web3 with transparency, validators & on-chain metadata - Raising $29M and onboarding banks before mainnet launch And much more... Timestamps: 0:00 - Introduction 1:35 - Founder Life 2:37 - The Mission & Sacrifices 4:10 - Building globally before launch 5:00 - Background & Qualifications 6:23 - Childhood Experiences 09:58 - Co-founders & Partnership 12:55 - Credibility 15:16 - What Crypto misunderstood about TradFi? 19:39 - What TradFi misunderstood about Crypto? 24:26 - The Real Turning Point 26:46 - Credefi to Real Finance 32:00 - What’s RWA? 34:40 - What’s broken with RWAs? 36:58 - Real Finance in simple terms 38:09 - Institutional interest in Real Finance 41:28 - Success & Failures 41:58 - How Global Finance could change 43:02 - Crypto isn’t a slow process 45:35 - Conclusion
47:16

DROPS E29: Ivo Grigorov, CEO at Real - The Trust Layer That Traditional Finance Has Been Waiting For From managing $1.2B in traditional finance to building an institutional-grade L1, Ivo is on a mission to bring real-world assets on-chain and rebuild trust between banks and crypto. We talk about: - Why trust is the missing link in tokenized real-world assets - How Real Finance is designing an L1 for banks and institutions - Turning a $100M guarantee scheme into smart contracts - Why crypto misunderstands sustainability and compounding - Bridging TradFi and Web3 with transparency, validators & on-chain metadata - Raising $29M and onboarding banks before mainnet launch And much more... Timestamps: 0:00 - Introduction 1:35 - Founder Life 2:37 - The Mission & Sacrifices 4:10 - Building globally before launch 5:00 - Background & Qualifications 6:23 - Childhood Experiences 09:58 - Co-founders & Partnership 12:55 - Credibility 15:16 - What Crypto misunderstood about TradFi? 19:39 - What TradFi misunderstood about Crypto? 24:26 - The Real Turning Point 26:46 - Credefi to Real Finance 32:00 - What’s RWA? 34:40 - What’s broken with RWAs? 36:58 - Real Finance in simple terms 38:09 - Institutional interest in Real Finance 41:28 - Success & Failures 41:58 - How Global Finance could change 43:02 - Crypto isn’t a slow process 45:35 - Conclusion

MR SHIFT 🦁

40,246 views • 5 months ago