Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

"I will no longer make an investment that doesn't touch AI." — Sam Lehman Rish (AI Solana) and Sam Lehman (AI Pantera Capital) join our Stateful podcast, hosted by Mason Nystrom. In this episode, they discuss the convergence of AI and crypto: - $211B in AI investments - How...

PanteraCapital's profile picture

Pantera Capital

219,626 subscribers

17,201 Aufrufe • vor 6 Monaten •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

I don’t know how long the AI Agents hype will continue. But I do know that AI crypto as a whole is a long-term narrative, and I have kept this thesis publicly for 2 years already. Today I’ll be showing all the different sub-sectors in AI Crypto not only including AI agents, but also AI blockchains, DePin, AI Gaming, Launchpads, and AI Memes. 01:53 Large Caps 02:33 DePin 03:36 AI Gaming 04:18 AI Agent Infra 06:12 AI Memes 07:30 Mid Caps 14:21 Low Caps
29:04

I don’t know how long the AI Agents hype will continue. But I do know that AI crypto as a whole is a long-term narrative, and I have kept this thesis publicly for 2 years already. Today I’ll be showing all the different sub-sectors in AI Crypto not only including AI agents, but also AI blockchains, DePin, AI Gaming, Launchpads, and AI Memes. 01:53 Large Caps 02:33 DePin 03:36 AI Gaming 04:18 AI Agent Infra 06:12 AI Memes 07:30 Mid Caps 14:21 Low Caps

VirtualBacon

119,562 Aufrufe • vor 1 Jahr

AI agents are redefining Crypto Twitter, but are they helping the space—or crowding out humans? Special guest EtherMage joins to explore aixbt's rise, Virtuals’ success, and why scarcity vs. abundance is crypto’s ultimate showdown. Timestamps 00:00 Intro 02:19 What Are AI Agents? 07:23 AI Agents in Crypto 13:04 AI-Driven Societies Emerge 15:53 Challenges of AI Agents 24:47 Tokenizing AI Revenue Models 35:13 AI Crypto Predictions 43:26 AI Influencers and Trust 53:54 Perception of AI Content 01:04:44 Humans vs. AI Roles 🔥Stay updated with all the latest hot takes by following and subscribing to The Chopping Block and Unchained! 🎥 YouTube: 🎧 Spotify: 🍎 Apple Podcasts: 🎙 Podcast Home:
1:07:10

AI agents are redefining Crypto Twitter, but are they helping the space—or crowding out humans? Special guest EtherMage joins to explore aixbt's rise, Virtuals’ success, and why scarcity vs. abundance is crypto’s ultimate showdown. Timestamps 00:00 Intro 02:19 What Are AI Agents? 07:23 AI Agents in Crypto 13:04 AI-Driven Societies Emerge 15:53 Challenges of AI Agents 24:47 Tokenizing AI Revenue Models 35:13 AI Crypto Predictions 43:26 AI Influencers and Trust 53:54 Perception of AI Content 01:04:44 Humans vs. AI Roles 🔥Stay updated with all the latest hot takes by following and subscribing to The Chopping Block and Unchained! 🎥 YouTube: 🎧 Spotify: 🍎 Apple Podcasts: 🎙 Podcast Home:

The Chopping Block

43,204 Aufrufe • vor 1 Jahr

EXCLUSIVE: Programmable IP In The Age of AI with Jason Zhao In this episode, & Wayne Sim sit down with of Story Protocol Legacy for a session about the evolving landscape of IP in the context of AI and blockchain technology. We cover: > Programmable IP onchain > The intersection of IP and AI > AI agents evolution > Jason's vision for IP in crypto > Why crypto x AI is so exciting Full episode links below. Timestamps: 00:00 Intro 01:05 AI and IP Refresher 07:35 Evolving IP with Blockchains 19:04 Can Agents Have Original ideas? 31:34 Crypto & AI: Direction of Causality 43:50 Is Story an AI or IP chain? 51:42 Training Agents on IP
1:02:04

EXCLUSIVE: Programmable IP In The Age of AI with Jason Zhao In this episode, & Wayne Sim sit down with of Story Protocol Legacy for a session about the evolving landscape of IP in the context of AI and blockchain technology. We cover: > Programmable IP onchain > The intersection of IP and AI > AI agents evolution > Jason's vision for IP in crypto > Why crypto x AI is so exciting Full episode links below. Timestamps: 00:00 Intro 01:05 AI and IP Refresher 07:35 Evolving IP with Blockchains 19:04 Can Agents Have Original ideas? 31:34 Crypto & AI: Direction of Causality 43:50 Is Story an AI or IP chain? 51:42 Training Agents on IP

The Rollup

276,591 Aufrufe • vor 1 Jahr

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 Aufrufe • vor 1 Jahr

SPECIAL: How Erik Voorhees Built the Leading Private, Uncensored AI Venice Timestamps: 00:00 Intro & ShapeShift Origin Story 05:25 Did Crypto Play Out as Expected? 06:25 AI vs. Crypto: Are They Similar? 07:23 What Is Venice AI? 09:38 From ShapeShift to Venice 10:31 Censorship in AI & the Open Source Alternative 11:38 Hibachi, infiniFi Ads 12:00 Are AI Labs Too Censored? 13:24 Relay Ad 13:41 Geopolitics: Chinese Open Source vs. US Closed Models 14:15 SBF, the Anthropic Investment & Crypto Scammers 16:26 NearCon, Illia & the AI/Crypto Convergence
17:28

SPECIAL: How Erik Voorhees Built the Leading Private, Uncensored AI Venice Timestamps: 00:00 Intro & ShapeShift Origin Story 05:25 Did Crypto Play Out as Expected? 06:25 AI vs. Crypto: Are They Similar? 07:23 What Is Venice AI? 09:38 From ShapeShift to Venice 10:31 Censorship in AI & the Open Source Alternative 11:38 Hibachi, infiniFi Ads 12:00 Are AI Labs Too Censored? 13:24 Relay Ad 13:41 Geopolitics: Chinese Open Source vs. US Closed Models 14:15 SBF, the Anthropic Investment & Crypto Scammers 16:26 NearCon, Illia & the AI/Crypto Convergence

The Rollup

47,718 Aufrufe • vor 5 Monaten

SPECIAL: 2025 Crypto & AI Predictions with Haseeb Qureshi In today's episode, & @robbie_rollup were joined by Haseeb ＞|＜ of Dragonfly ＞|＜ to discuss the year ahead in crypto, focusing on: > AI & Crypto convergence > AI Agent meta > New token launches & ICOs > Onchain price discovery > Big EVM and altVM chain launches Full episode links below. Timestamps: 00:00 Intro 01:25 The AI Meta 06:25 AI Causing Division 20:46 Next AI Infra Companies 39:09 Crypto and AI Dynamics 51:24 EVM vs. altVM Dominance 1:00:29 New Token Launches 1:06:09 Onchain Price Discovery & Regulation
1:20:26

SPECIAL: 2025 Crypto & AI Predictions with Haseeb Qureshi In today's episode, & @robbie_rollup were joined by Haseeb ＞|＜ of Dragonfly ＞|＜ to discuss the year ahead in crypto, focusing on: > AI & Crypto convergence > AI Agent meta > New token launches & ICOs > Onchain price discovery > Big EVM and altVM chain launches Full episode links below. Timestamps: 00:00 Intro 01:25 The AI Meta 06:25 AI Causing Division 20:46 Next AI Infra Companies 39:09 Crypto and AI Dynamics 51:24 EVM vs. altVM Dominance 1:00:29 New Token Launches 1:06:09 Onchain Price Discovery & Regulation

The Rollup

58,412 Aufrufe • vor 1 Jahr

Deeply thoughtful conversation with Zico Kolter, board member at OpenAI and head of the machine learning department at Carnegie Mellon University, about AI safety, AI security, agents and frontier AI 00:00 Intro 01:32 OpenAI board role and Safety & Security Committee 03:53 How OpenAI reviews major model releases 05:33 OpenAI’s preparedness framework explained 09:46 Are frontier AI models getting safer? 12:33 Why AI safety does not come from scale 15:23 The four categories of AI risk 19:38 Doomerism vs accelerationism in AI 24:11 The six-month AI pause debate 26:20 AI safety as a global effort 28:04 How Zico Kolter got into machine learning 31:05 OpenAI in the early days 34:14 Why Carnegie Mellon became an AI powerhouse 38:43 What Gray Swan does in AI security 40:44 AI safety vs AI security 43:15 The GCG jailbreak paper 49:19 How AI labs responded to jailbreak research 50:19 State-of-the-art AI defenses 52:32 State-of-the-art AI attacks 54:22 Why AI agents expand the attack surface 58:39 Are AI agents ready for production? 59:40 Mechanistic interpretability explained 1:02:31 Will AI be safer in two years? 1:03:46 Reinforcement learning and self-improving models 1:08:09 Do post-transformer architectures matter 1:09:29 Best research directions in AI now 1:11:00 Zico Kolter’s Intro to Modern AI course 1:14:53 Why modern AI is simpler than people think
1:16:39

Deeply thoughtful conversation with Zico Kolter, board member at OpenAI and head of the machine learning department at Carnegie Mellon University, about AI safety, AI security, agents and frontier AI 00:00 Intro 01:32 OpenAI board role and Safety & Security Committee 03:53 How OpenAI reviews major model releases 05:33 OpenAI’s preparedness framework explained 09:46 Are frontier AI models getting safer? 12:33 Why AI safety does not come from scale 15:23 The four categories of AI risk 19:38 Doomerism vs accelerationism in AI 24:11 The six-month AI pause debate 26:20 AI safety as a global effort 28:04 How Zico Kolter got into machine learning 31:05 OpenAI in the early days 34:14 Why Carnegie Mellon became an AI powerhouse 38:43 What Gray Swan does in AI security 40:44 AI safety vs AI security 43:15 The GCG jailbreak paper 49:19 How AI labs responded to jailbreak research 50:19 State-of-the-art AI defenses 52:32 State-of-the-art AI attacks 54:22 Why AI agents expand the attack surface 58:39 Are AI agents ready for production? 59:40 Mechanistic interpretability explained 1:02:31 Will AI be safer in two years? 1:03:46 Reinforcement learning and self-improving models 1:08:09 Do post-transformer architectures matter 1:09:29 Best research directions in AI now 1:11:00 Zico Kolter’s Intro to Modern AI course 1:14:53 Why modern AI is simpler than people think

Matt Turck

33,195 Aufrufe • vor 3 Monaten

Continuum Ep. 12 | America's AI Gamble Keith and Ryan discuss America’s dependence on the AI boom, Chinese competition, and what happens when the bubble bursts: 00:00 Introduction 2:34 The rise of Chinese AI 4:31 The corporate leaders of AI 7:17 Why did Anthropic ban Keith? 9:14 The cynicism of AI leaders 12:44 LLM limitations 19:47 Anti-tech populism 22:46 America's growing reliance on the AI bubble 30:10 How is this different to other bubbles? 33:44 China's open source models 41:32 What happens if the bubble pops? 43:32 Who really owns AI? 49:17 AI and unemployment, living standards
54:27

Continuum Ep. 12 | America's AI Gamble Keith and Ryan discuss America’s dependence on the AI boom, Chinese competition, and what happens when the bubble bursts: 00:00 Introduction 2:34 The rise of Chinese AI 4:31 The corporate leaders of AI 7:17 Why did Anthropic ban Keith? 9:14 The cynicism of AI leaders 12:44 LLM limitations 19:47 Anti-tech populism 22:46 America's growing reliance on the AI bubble 30:10 How is this different to other bubbles? 33:44 China's open source models 41:32 What happens if the bubble pops? 43:32 Who really owns AI? 49:17 AI and unemployment, living standards

Europa.com

52,142 Aufrufe • vor 6 Tagen

A fascinating chat with CZ 🔶 BNB in Dubai—Enjoy! 00:00 Intro 00:47 CZ returns: AI, education, and what’s next 02:12 Giggle Academy: Scaling AI to teach 100M kids 04:01 CZ’s global crypto diplomacy with governments 07:08 Dubai’s rise as crypto capital: Behind the scenes 10:22 Strategic crypto reserves: Bhutan, US, more 13:22 AI + blockchain: The future of government & ID 16:11 Real builders vs hype chasers in crypto 18:54 Investing advice: What new users should avoid 21:17 AI agents will pay, trade, and build in crypto 24:35 Why CZ invested in X (Twitter) 26:30 Decentralizing AI & monetizing data 29:03 What CZ got wrong: Stablecoins, memes & more 32:14 Advice for founders: What the space needs 36:22 ETFs, cycles & why #Bitcoin leads first 39:26 Final thoughts: Patience, building, and an AI-powered future
42:02

A fascinating chat with CZ 🔶 BNB in Dubai—Enjoy! 00:00 Intro 00:47 CZ returns: AI, education, and what’s next 02:12 Giggle Academy: Scaling AI to teach 100M kids 04:01 CZ’s global crypto diplomacy with governments 07:08 Dubai’s rise as crypto capital: Behind the scenes 10:22 Strategic crypto reserves: Bhutan, US, more 13:22 AI + blockchain: The future of government & ID 16:11 Real builders vs hype chasers in crypto 18:54 Investing advice: What new users should avoid 21:17 AI agents will pay, trade, and build in crypto 24:35 Why CZ invested in X (Twitter) 26:30 Decentralizing AI & monetizing data 29:03 What CZ got wrong: Stablecoins, memes & more 32:14 Advice for founders: What the space needs 36:22 ETFs, cycles & why #Bitcoin leads first 39:26 Final thoughts: Patience, building, and an AI-powered future

Raoul Pal

154,282 Aufrufe • vor 1 Jahr

NEW POD | EP 71 Where Does Crypto Go From Here? ft. qw & Imran Timestamps: 0:46 $LIBRA 6:23 4 Use Cases of Crypto 8:17 The End Goal for Payments 9:54 DePIN and Energy 12:12 Simplicity of Crypto 13:18 Crypto is Finance 14:43 “Web 3.0” is a Lie? 15:43 The Biggest Risk for Ethereum 16:16 Qiao on DeFi 18:19 Crypto AI Builders Pivoting Straight to AI 19:47 AI in Education 27:25 AI for Ad Creation 29:32 AI for Building dApps 31:51 Personalized Apps 32:49 "The Future is Personalization" 34:07 "Lazy People Will Get F**ked by AI" 35:08 AI in Gaming and Video Generation 36:54 NFTs Comeback with AI? 42:21 Verticalized Science AI 48:52 Startups Solving Capital Markets Problem 54:59 Criticizing Trump's Token Launch 59:19 "Crypto Twitter is imploding" 1:00:51 Reminiscing Good Times in Crypto 1:02:27 Promising Crypto Startups 1:04:15 AI Arms Race 1:06:26 Impact of AI on Startups 1:12:11 AI in B2B 1:15:52 Are Memecoins Dead? 1:16:11 Market Analysis 1:18:48 End of the Cycle or 1 More Pump? 1:20:13 Reflection on Early Crypto Ideals 1:21:05 Cypherpunk Ideologies Link ↓
1:22:45

NEW POD | EP 71 Where Does Crypto Go From Here? ft. qw & Imran Timestamps: 0:46 $LIBRA 6:23 4 Use Cases of Crypto 8:17 The End Goal for Payments 9:54 DePIN and Energy 12:12 Simplicity of Crypto 13:18 Crypto is Finance 14:43 “Web 3.0” is a Lie? 15:43 The Biggest Risk for Ethereum 16:16 Qiao on DeFi 18:19 Crypto AI Builders Pivoting Straight to AI 19:47 AI in Education 27:25 AI for Ad Creation 29:32 AI for Building dApps 31:51 Personalized Apps 32:49 "The Future is Personalization" 34:07 "Lazy People Will Get F**ked by AI" 35:08 AI in Gaming and Video Generation 36:54 NFTs Comeback with AI? 42:21 Verticalized Science AI 48:52 Startups Solving Capital Markets Problem 54:59 Criticizing Trump's Token Launch 59:19 "Crypto Twitter is imploding" 1:00:51 Reminiscing Good Times in Crypto 1:02:27 Promising Crypto Startups 1:04:15 AI Arms Race 1:06:26 Impact of AI on Startups 1:12:11 AI in B2B 1:15:52 Are Memecoins Dead? 1:16:11 Market Analysis 1:18:48 End of the Cycle or 1 More Pump? 1:20:13 Reflection on Early Crypto Ideals 1:21:05 Cypherpunk Ideologies Link ↓

Good Game

29,494 Aufrufe • vor 1 Jahr

NEW POD | EP 73 AI & Robotics Stealing Crypto's Thunder? Timestamps: 0:47 The Only Narrative in Crypto Right Now 1:41 Competitive Landscape in Crypto 4:50 Robinhood's Future Plans 11:42 Future of Crypto Innovation 12:00 Noise ( 13:15 Circle IPO 16:51 USDC vs USDT 18:00 Predictions for Circle's Future 18:49 Circle & CCTP 20:07 Kraken Acquiring NinjaTrader 21:19 Where Are We in The Market? 25:55 China, US and Global Markets 32:13 Manus vs. Gemini 34:12 Sesame AI 35:07 Will Google Have The Best AI? 37:51 AI Investment and Valuation 39:35 AI Coding 43:54 AI in Startup Development and Innovation 44:15 46:24 Niche Apps and Micro Unicorns 49:01 Young Founders & Education 50:15 "Google/Harvard doesn't give you status" - Nikita Bier 52:04 Alpha School - AI-Powered Private School 55:19 AI Doctors 1:00:39 AI Replacing Jr. Jobs 1:02:19 Parenting and Teaching Agency 1:05:46 Tailoring Education to Children's Interests Link ↓
1:07:11

NEW POD | EP 73 AI & Robotics Stealing Crypto's Thunder? Timestamps: 0:47 The Only Narrative in Crypto Right Now 1:41 Competitive Landscape in Crypto 4:50 Robinhood's Future Plans 11:42 Future of Crypto Innovation 12:00 Noise ( 13:15 Circle IPO 16:51 USDC vs USDT 18:00 Predictions for Circle's Future 18:49 Circle & CCTP 20:07 Kraken Acquiring NinjaTrader 21:19 Where Are We in The Market? 25:55 China, US and Global Markets 32:13 Manus vs. Gemini 34:12 Sesame AI 35:07 Will Google Have The Best AI? 37:51 AI Investment and Valuation 39:35 AI Coding 43:54 AI in Startup Development and Innovation 44:15 46:24 Niche Apps and Micro Unicorns 49:01 Young Founders & Education 50:15 "Google/Harvard doesn't give you status" - Nikita Bier 52:04 Alpha School - AI-Powered Private School 55:19 AI Doctors 1:00:39 AI Replacing Jr. Jobs 1:02:19 Parenting and Teaching Agency 1:05:46 Tailoring Education to Children's Interests Link ↓

Good Game

11,576 Aufrufe • vor 1 Jahr

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts
1:14:59

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

Delphi Digital

21,214 Aufrufe • vor 1 Monat

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
1:21:01

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 Aufrufe • vor 1 Jahr

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 ↓
1:06:47

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

38,567 Aufrufe • vor 1 Jahr

Andrew Ng (Andrew Ng) on how startups can build faster with AI. At AI Startup School in San Francisco. 00:31 - The Importance of Speed in Startups 01:13 - Opportunities in the AI Stack 02:06 - The Rise of Agent AI 04:52 - Concrete Ideas for Faster Execution 08:56 - Rapid Prototyping and Engineering 17:06 - The Role of Product Management 21:23 - The Value of Understanding AI 22:33 - Technical Decisions in AI Development 23:26 - Leveraging Gen AI Tools for Startups 24:05 - Building with AI Building Blocks 25:26 - The Importance of Speed in Startups 26:41 - Addressing AI Hype and Misconceptions 37:35 - AI in Education: Current Trends and Future Directions 39:33 - Balancing AI Innovation with Ethical Considerations 41:27 - Protecting Open Source and the Future of AI
43:57

Andrew Ng (Andrew Ng) on how startups can build faster with AI. At AI Startup School in San Francisco. 00:31 - The Importance of Speed in Startups 01:13 - Opportunities in the AI Stack 02:06 - The Rise of Agent AI 04:52 - Concrete Ideas for Faster Execution 08:56 - Rapid Prototyping and Engineering 17:06 - The Role of Product Management 21:23 - The Value of Understanding AI 22:33 - Technical Decisions in AI Development 23:26 - Leveraging Gen AI Tools for Startups 24:05 - Building with AI Building Blocks 25:26 - The Importance of Speed in Startups 26:41 - Addressing AI Hype and Misconceptions 37:35 - AI in Education: Current Trends and Future Directions 39:33 - Balancing AI Innovation with Ethical Considerations 41:27 - Protecting Open Source and the Future of AI

Y Combinator

852,973 Aufrufe • vor 1 Jahr

E101: Virtuals Protocol : How to get Rich with AI Agents (Without Getting Lucky)! is the CoFounder of Virtuals, the leading AI Agent protocol valued at $2.5 Billion Timestamps 0:00 Intro 2:35 Mental Health 6:41 Having Optimistic Co-Founders 7:20 Post-Bull Survival Guide 10:09 Who is Wee Kee ? 10:51 Hyperliquid, an inspiration for Founders 15:21 Fascination of AI 16:56 What is an AI Game? 18:48 Crypto Gaming Narrative 21:20 Can AI Lovers Solve Loneliness? 24:33 What’s a Good AI Lover? 26:44 Solving Mental Health with AI 29:14 Why does Crypto AI Matter? 30:59 Purpose of terminal of truths & $Goat Token 33:54 Why AI Agents Matter 39:34 How aixbt Leads Crypto 43:09 The Risk of Social Coins 45:06 Replacing Humans with AI Agents 49:36 Fair Launches Reflect Crypto Values 58:20 What is Virtuals Protocol ? 1:00:56 Main Goal of Virtuals 1:02:12 What is Luna 1:05:30 Luna: AI Agents Hiring Humans 1:11:09 How AI Agents Mirror Humans 1:12:48 AI Agents Running Businesses 1:16:36 Network State & Why it Matters 1:19:24 AI Networks Bigger Than Earth 1:21:58 Human Advantage Over AI Agents 1:23:29 Does Decentralization Matter? 1:28:22 Base or Solana 1:33:49 Support from Base 1:35:13 What are Sentient Agents? 1:37:25 The Future of AI Agents 1:38:16 Non-Consensus Beliefs 1:39:54 Prediction for the Next 12 Months 1:42:52 Where is Hyperliquid Going?
1:45:11

E101: Virtuals Protocol : How to get Rich with AI Agents (Without Getting Lucky)! is the CoFounder of Virtuals, the leading AI Agent protocol valued at $2.5 Billion Timestamps 0:00 Intro 2:35 Mental Health 6:41 Having Optimistic Co-Founders 7:20 Post-Bull Survival Guide 10:09 Who is Wee Kee ? 10:51 Hyperliquid, an inspiration for Founders 15:21 Fascination of AI 16:56 What is an AI Game? 18:48 Crypto Gaming Narrative 21:20 Can AI Lovers Solve Loneliness? 24:33 What’s a Good AI Lover? 26:44 Solving Mental Health with AI 29:14 Why does Crypto AI Matter? 30:59 Purpose of terminal of truths & $Goat Token 33:54 Why AI Agents Matter 39:34 How aixbt Leads Crypto 43:09 The Risk of Social Coins 45:06 Replacing Humans with AI Agents 49:36 Fair Launches Reflect Crypto Values 58:20 What is Virtuals Protocol ? 1:00:56 Main Goal of Virtuals 1:02:12 What is Luna 1:05:30 Luna: AI Agents Hiring Humans 1:11:09 How AI Agents Mirror Humans 1:12:48 AI Agents Running Businesses 1:16:36 Network State & Why it Matters 1:19:24 AI Networks Bigger Than Earth 1:21:58 Human Advantage Over AI Agents 1:23:29 Does Decentralization Matter? 1:28:22 Base or Solana 1:33:49 Support from Base 1:35:13 What are Sentient Agents? 1:37:25 The Future of AI Agents 1:38:16 Non-Consensus Beliefs 1:39:54 Prediction for the Next 12 Months 1:42:52 Where is Hyperliquid Going?

MR SHIFT 🦁

284,090 Aufrufe • vor 1 Jahr