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Interview with Pedro Arnt, CEO @ dLocal dLocal $DLO is a fast-growing payments company focused on emerging markets, sitting at the intersection of several major tech trends: cross-border payments, stablecoins, agentic commerce and the digitization of structurally underpenetrated economies. Alasdair Mann and I sat down with Pedro Arnt, CEO... of dLocal, to discuss the company, its moat, its growth opportunity and what the future of payments could look like. Quick note: I was travelling in Florence with my girlfriend when we recorded this. I couldn’t find a spot in the Airbnb with better lighting and internet, and I only had my laptop mic. Will make sure it's better in future recordings! Timestamps: 00:00 Meet Pedro Art 00:27 Why Join dLocal 03:16 Emerging Markets Similarities 06:29 Moat Beyond Software 11:48 Beating Stripe and Adyen 14:34 Volatility as Opportunity 15:57 Take Rate and Margins 17:51 Operating Leverage Playbook 21:45 Investor Trust and Numbers 26:13 Long Term Secular Trends 27:13 Small Cap Upside 28:06 Emerging Market Megatrend 29:14 Long Term Builders 31:10 Stablecoin Reality Check 37:03 Banks Finally Compete 38:33 Agents Inside DeLocal 40:38 Agentic Payments Future 45:45 Shopping Still Human 48:11 AI Native Threats 50:02 Big Favourshow more

Daniel Koss

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44,561 görüntüleme • 2 ay önce •via X (Twitter)

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

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35,253 görüntüleme • 4 ay önce

"‘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 görüntüleme • 1 yıl önce

This week on The Knowledge Project: A rare interview with Bruce Flatt, the quiet force behind 19% annual returns for 30 years, reveals the investment principles that transformed Brookfield into a $1T global powerhouse. "Our view always has been 'Buy the best.' Own the best, buy the best; continue to reinvest into the best." (00:00:54) Changes in Investing Over the Past 25 Years (00:02:50) How Private Enterprise Has Built Our Tech Infrastructure (00:05:07) Implications and Opportunities of Passive Investing (00:14:40) AI (00:19:39) Transition to Low-Carbon Energy (00:23:19) Future of Data Centers (00:25:28) De-globalization of Industry (00:27:55) Implications of Manufacturing Repatriation (00:29:06) Long-term Prospects for America (00:31:35) Changes in Real Estate (00:34:13) Approach to Risk and Debt (00:38:40) Managing Market Dislocations (00:40:22) Long-term Investing Strategy (00:42:59) History and Future of Brookfield (00:45:48) Exploration of Private Markets and Insurance (00:46:41) Investment Decision Process (00:48:34) Introduction to Annuities (00:53:10) Understanding Brookfield’s Structure (01:00:51) Focus on Downside Protection (01:02:56) Accountability in Investment Decisions (01:04:24) Understanding Investment Cycles (01:06:59) Postmortem Analysis of Investments (01:09:07) Consideration of Geopolitical Risks

This week on The Knowledge Project: A rare interview with Bruce Flatt, the quiet force behind 19% annual returns for 30 years, reveals the investment principles that transformed Brookfield into a $1T global powerhouse. "Our view always has been 'Buy the best.' Own the best, buy the best; continue to reinvest into the best." (00:00:54) Changes in Investing Over the Past 25 Years (00:02:50) How Private Enterprise Has Built Our Tech Infrastructure (00:05:07) Implications and Opportunities of Passive Investing (00:14:40) AI (00:19:39) Transition to Low-Carbon Energy (00:23:19) Future of Data Centers (00:25:28) De-globalization of Industry (00:27:55) Implications of Manufacturing Repatriation (00:29:06) Long-term Prospects for America (00:31:35) Changes in Real Estate (00:34:13) Approach to Risk and Debt (00:38:40) Managing Market Dislocations (00:40:22) Long-term Investing Strategy (00:42:59) History and Future of Brookfield (00:45:48) Exploration of Private Markets and Insurance (00:46:41) Investment Decision Process (00:48:34) Introduction to Annuities (00:53:10) Understanding Brookfield’s Structure (01:00:51) Focus on Downside Protection (01:02:56) Accountability in Investment Decisions (01:04:24) Understanding Investment Cycles (01:06:59) Postmortem Analysis of Investments (01:09:07) Consideration of Geopolitical Risks

The Knowledge Project

453,197 görüntüleme • 1 yıl önce

Every agent needs its own computer: my conversation with Ivan Burazin, CEO of Daytona, about sandboxes and the emerging agent stack. 00:00 Intro 02:13 What is an AI agent sandbox? 03:17 Security risks of running agents locally 05:17 Stateful vs. stateless hyperscalers 07:04 The history of cloud IDEs and the end of localhost 09:45 Do all AI agents need a sandbox? 12:26 Sandbox use cases: RL evals & background agents 14:10 Unpacking the emerging AI Agent Stack 16:20 The unsolved problem of agent memory and learning 19:37 Where sandboxes fit in the agent harness 21:35 OpenAI, Anthropic, and agent SDKs 23:06 Ivan's founder journey: From CodeAnywhere to Daytona 26:59 GTM strategies and building developer communities 33:48 Why customer support is your best GTM strategy 35:34 Leveraging Twitter during the AI super cycle 40:50 The technical anatomy of a sandbox 41:53 Why fast spin-up speeds maximize GPU efficiency 46:09 Firecracker, QEMU, and isolation primitives 49:58 Why sandbox snapshots and state forking matter 51:40 Why Daytona built a custom scheduler from scratch 55:24 The challenge of long-running stateful sandboxes 58:10 The build your own sandbox trap 1:01:03 Why AI agents might trigger a global CPU shortage 1:02:46 The future of the AI Agent Stack

Every agent needs its own computer: my conversation with Ivan Burazin, CEO of Daytona, about sandboxes and the emerging agent stack. 00:00 Intro 02:13 What is an AI agent sandbox? 03:17 Security risks of running agents locally 05:17 Stateful vs. stateless hyperscalers 07:04 The history of cloud IDEs and the end of localhost 09:45 Do all AI agents need a sandbox? 12:26 Sandbox use cases: RL evals & background agents 14:10 Unpacking the emerging AI Agent Stack 16:20 The unsolved problem of agent memory and learning 19:37 Where sandboxes fit in the agent harness 21:35 OpenAI, Anthropic, and agent SDKs 23:06 Ivan's founder journey: From CodeAnywhere to Daytona 26:59 GTM strategies and building developer communities 33:48 Why customer support is your best GTM strategy 35:34 Leveraging Twitter during the AI super cycle 40:50 The technical anatomy of a sandbox 41:53 Why fast spin-up speeds maximize GPU efficiency 46:09 Firecracker, QEMU, and isolation primitives 49:58 Why sandbox snapshots and state forking matter 51:40 Why Daytona built a custom scheduler from scratch 55:24 The challenge of long-running stateful sandboxes 58:10 The build your own sandbox trap 1:01:03 Why AI agents might trigger a global CPU shortage 1:02:46 The future of the AI Agent Stack

Matt Turck

11,908 görüntüleme • 2 ay önce

One of the most foundational things is the Economic Singularity and the fact that you have ~5 years to unfuck your future... The world will change dramatically by 2030, and we don't have much time left to build wealth! Can't stress enough how important this is... the apex of everything I'm doing.... Enjoy! Timestamps: 00:00 Intro 00:48 2030 Will Change Everything 01:41 Retirement Crisis Looms 03:02 AI & Robots Take Over 03:54 The GDP Formula 04:45 Demographics Collapse 06:27 Robots Replace Labor 07:34 AI Disrupts Knowledge 08:19 From Scarcity to Abundance 09:06 Cheap Energy Boom 10:21 Renewables & Grids 11:43 Nuclear = Free Power 12:45 Infinite Humans + Output 13:50 AI Agents + Crypto 14:58 AI Builds Products Fast 15:41 1-Person Billionaires 16:41 AGI vs. Markets 17:54 Universal Basic Equity 19:10 Adapt or Die 20:47 Human-AI Merge 22:58 Tech & Blockchain Win 25:42 Communities Win 26:31 Deflation Shock 27:48 AI Solves Itself 28:38 RV’s AI & Blockchain Plan 30:14 Human-Safe Industries 31:23 AI Companions Rise 35:00 Closing Thoughts

One of the most foundational things is the Economic Singularity and the fact that you have ~5 years to unfuck your future... The world will change dramatically by 2030, and we don't have much time left to build wealth! Can't stress enough how important this is... the apex of everything I'm doing.... Enjoy! Timestamps: 00:00 Intro 00:48 2030 Will Change Everything 01:41 Retirement Crisis Looms 03:02 AI & Robots Take Over 03:54 The GDP Formula 04:45 Demographics Collapse 06:27 Robots Replace Labor 07:34 AI Disrupts Knowledge 08:19 From Scarcity to Abundance 09:06 Cheap Energy Boom 10:21 Renewables & Grids 11:43 Nuclear = Free Power 12:45 Infinite Humans + Output 13:50 AI Agents + Crypto 14:58 AI Builds Products Fast 15:41 1-Person Billionaires 16:41 AGI vs. Markets 17:54 Universal Basic Equity 19:10 Adapt or Die 20:47 Human-AI Merge 22:58 Tech & Blockchain Win 25:42 Communities Win 26:31 Deflation Shock 27:48 AI Solves Itself 28:38 RV’s AI & Blockchain Plan 30:14 Human-Safe Industries 31:23 AI Companions Rise 35:00 Closing Thoughts

Raoul Pal

336,732 görüntüleme • 11 ay önce

NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran Khan & qw 1:05 We’re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link ↓

NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran Khan & qw 1:05 We’re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link ↓

Good Game

51,608 görüntüleme • 9 ay önce

Maths savant turned Cognition founder Scott Wu joins me to discuss their AI software engineer, acquiring Windsurf over a weekend, the Moneyball-ification of everything, math contests with Alexandr Wang in 6th grade, the future of independent coding tools, and why he thinks we already have AGI. Subscribe on Spotify, Apple Podcasts, and YouTube for future Cheeky Pint episodes. Timestamps: 00:00 Intro 01:13 Early life and maths competitions 03:47 Addepar job as a high schooler 05:43 Where are all the young founders? 08:45 Moneyball-ification of everything 11:42 Cognition’s AI software engineer, Devin 15:46 Essential and accidental complexity 17:59 How Devin works with enterprises 19:48 IDE productivity 21:56 Nihilist computer use argument 25:55 Benchmarking Devin 27:15 Market structure 30:32 Agent economy 37:21 Cognition’s team of founders 39:31 Jevons paradox and software 42:00 When will we see AI UIs? 45:52 “I think we have AGI” 47:03 Windsurf deal 52:37 M&A in AI 54:21 Cognition’s culture 55:48 Learning as a CEO 57:12 Scott’s information diet

Maths savant turned Cognition founder Scott Wu joins me to discuss their AI software engineer, acquiring Windsurf over a weekend, the Moneyball-ification of everything, math contests with Alexandr Wang in 6th grade, the future of independent coding tools, and why he thinks we already have AGI. Subscribe on Spotify, Apple Podcasts, and YouTube for future Cheeky Pint episodes. Timestamps: 00:00 Intro 01:13 Early life and maths competitions 03:47 Addepar job as a high schooler 05:43 Where are all the young founders? 08:45 Moneyball-ification of everything 11:42 Cognition’s AI software engineer, Devin 15:46 Essential and accidental complexity 17:59 How Devin works with enterprises 19:48 IDE productivity 21:56 Nihilist computer use argument 25:55 Benchmarking Devin 27:15 Market structure 30:32 Agent economy 37:21 Cognition’s team of founders 39:31 Jevons paradox and software 42:00 When will we see AI UIs? 45:52 “I think we have AGI” 47:03 Windsurf deal 52:37 M&A in AI 54:21 Cognition’s culture 55:48 Learning as a CEO 57:12 Scott’s information diet

John Collison

345,485 görüntüleme • 10 ay önce

Here's my recent talk at Sui Basecamp in Dubai—Enjoy! 00:00 - PALvatar introduces the episode 01:04 - Reframing the macro fear narrative 01:26 - The Everything Code and liquidity 01:51 - Debt cycles and macro structure 02:10 - Demographics, debt, and GDP 02:38 - Aging populations and GDP drag 03:00 - Liquidity as the real driver 03:25 - Fed balance sheet to total liquidity 03:50 - M2 and asset correlations 04:23 - Why the rich get richer 04:47 - Global tax via currency debasement 05:21 - Crypto as a generational opportunity 05:48 - Banana zones and BTC decoupling 06:13 - Bitcoin log regression and upside 06:37 - 850K $BTC and market cycles 06:56 - Debasement and asset returns 07:19 - Liquidity vs. traditional returns 07:48 - Why tech and crypto matter 08:10 - Bitcoin vs Nasdaq performance 08:38 - Crypto: best asset in history 09:03 - The "Don’t F*ck This Up" thesis 09:38 - Liquidity and the macro setup 09:58 - Volatility is the price for returns 10:31 - Tariffs, rates, and market lag 11:01 - Economic surprises and liquidity 11:37 - 2017 tariffs and liquidity boost 12:01 - Twitter narratives vs macro truth 12:24 - What assets lead market cycles 12:51 - Inventory buildup and Q1 GDP 13:12 - Philly Fed confirms thesis 13:31 - ISM and forward outlook 14:00 - #Bitcoin and DeMark analysis 14:21 - Trump cycle deja vu 14:38 - My Bitcoin trading mistake 14:57 - Dollar strength and the Trump pivot 15:16 - Why the dollar isn’t over 15:36 - A weak dollar lifts global growth 15:56 - The 2017 breakout comparison 16:18 - One of the best setups ever 16:40 - Global M2 and debt cycle 17:03 - Basel IV and monetary creation 17:25 - Liquidity cycles repeat 17:45 - Debt refi cycles and patterns 18:06 - Liquidity leads Bitcoin 18:29 - Banana Zone phases 18:50 - Global M2 vs BTC chart 19:09 - Breakouts and corrections 19:29 - The voodoo chart: M2 + BTC 19:50 - One-way street ahead 20:08 - China, the dollar, and liquidity 20:31 - Central banks printing 20:50 - Liquidity surge from all angles 21:14 - Correlation with BTC and Nasdaq 21:39 - The Everything Code plays out 22:03 - Business cycle and crypto 22:32 - Bitcoin and ISM outlook 22:54 - Bitcoin at 450K? 23:21 - Altseason and business cycle 23:48 - Earnings, spending, and risk 24:16 - Altcoins = risk curve 24:40 - ISM >50 = big signal 25:06 - Everyone's fearful at the bottom 25:35 - Bearish sentiment at extremes 26:03 - Institutions still not in 26:29 - Indicators signal reversals 26:56 - Bitcoin corrections are normal 27:18 - The 2017 rollercoaster 27:42 - Technicals: #Solana & $SUI 28:00 - Sui charts breaking out 28:28 - Sui vs $SOL: faster horse 28:50 - $DEEP: top performer 29:16 - Ecosystem growth & excitement 29:45 - Market reacting to the vision 30:07 - Follow liquidity, not noise 30:27 - RSI and breakouts 30:47 - Liquidity patterns repeat 31:13 - We are in the Banana Zone 31:30 - No cycle top in sight 31:56 - This is just the beginning 32:19 - Banana Zone map 32:44 - Final advice: don’t mess this up 33:08 - Cycle could run into Q2 2026 33:39 - Stick to the program and DFTU

Here's my recent talk at Sui Basecamp in Dubai—Enjoy! 00:00 - PALvatar introduces the episode 01:04 - Reframing the macro fear narrative 01:26 - The Everything Code and liquidity 01:51 - Debt cycles and macro structure 02:10 - Demographics, debt, and GDP 02:38 - Aging populations and GDP drag 03:00 - Liquidity as the real driver 03:25 - Fed balance sheet to total liquidity 03:50 - M2 and asset correlations 04:23 - Why the rich get richer 04:47 - Global tax via currency debasement 05:21 - Crypto as a generational opportunity 05:48 - Banana zones and BTC decoupling 06:13 - Bitcoin log regression and upside 06:37 - 850K $BTC and market cycles 06:56 - Debasement and asset returns 07:19 - Liquidity vs. traditional returns 07:48 - Why tech and crypto matter 08:10 - Bitcoin vs Nasdaq performance 08:38 - Crypto: best asset in history 09:03 - The "Don’t F*ck This Up" thesis 09:38 - Liquidity and the macro setup 09:58 - Volatility is the price for returns 10:31 - Tariffs, rates, and market lag 11:01 - Economic surprises and liquidity 11:37 - 2017 tariffs and liquidity boost 12:01 - Twitter narratives vs macro truth 12:24 - What assets lead market cycles 12:51 - Inventory buildup and Q1 GDP 13:12 - Philly Fed confirms thesis 13:31 - ISM and forward outlook 14:00 - #Bitcoin and DeMark analysis 14:21 - Trump cycle deja vu 14:38 - My Bitcoin trading mistake 14:57 - Dollar strength and the Trump pivot 15:16 - Why the dollar isn’t over 15:36 - A weak dollar lifts global growth 15:56 - The 2017 breakout comparison 16:18 - One of the best setups ever 16:40 - Global M2 and debt cycle 17:03 - Basel IV and monetary creation 17:25 - Liquidity cycles repeat 17:45 - Debt refi cycles and patterns 18:06 - Liquidity leads Bitcoin 18:29 - Banana Zone phases 18:50 - Global M2 vs BTC chart 19:09 - Breakouts and corrections 19:29 - The voodoo chart: M2 + BTC 19:50 - One-way street ahead 20:08 - China, the dollar, and liquidity 20:31 - Central banks printing 20:50 - Liquidity surge from all angles 21:14 - Correlation with BTC and Nasdaq 21:39 - The Everything Code plays out 22:03 - Business cycle and crypto 22:32 - Bitcoin and ISM outlook 22:54 - Bitcoin at 450K? 23:21 - Altseason and business cycle 23:48 - Earnings, spending, and risk 24:16 - Altcoins = risk curve 24:40 - ISM >50 = big signal 25:06 - Everyone's fearful at the bottom 25:35 - Bearish sentiment at extremes 26:03 - Institutions still not in 26:29 - Indicators signal reversals 26:56 - Bitcoin corrections are normal 27:18 - The 2017 rollercoaster 27:42 - Technicals: #Solana & $SUI 28:00 - Sui charts breaking out 28:28 - Sui vs $SOL: faster horse 28:50 - $DEEP: top performer 29:16 - Ecosystem growth & excitement 29:45 - Market reacting to the vision 30:07 - Follow liquidity, not noise 30:27 - RSI and breakouts 30:47 - Liquidity patterns repeat 31:13 - We are in the Banana Zone 31:30 - No cycle top in sight 31:56 - This is just the beginning 32:19 - Banana Zone map 32:44 - Final advice: don’t mess this up 33:08 - Cycle could run into Q2 2026 33:39 - Stick to the program and DFTU

Raoul Pal

533,748 görüntüleme • 1 yıl önce

New podcast episode with Kalshi Cofounder and CEO Tarek Mansour (Tarek Mansour) is live. In this special episode, our host Robert Hackett chats with Tarek bout how prediction markets are enabling people to trade directly on real-world events — from elections to inflation — and what this means for the future of finance and forecasting. Tarek explains why prediction markets aren’t gambling, how regulation has been central to Kalshi’s success, and why the company is embracing crypto and stablecoins as key components of its international strategy. He also discusses lessons learned about policy, product design, and staying compliant while innovating at the frontier. Topics include: → How prediction markets make society "smarter" → The role of regulation in fintech innovation → Why Kalshi started with crypto payments → Lessons from FTX and the importance of compliance → Building consumer trust and network effects → Tarek’s take on productivity, leadership, and even… kombucha Timestamps: 00:00 – Introduction: What are prediction markets, and why now? 01:04 – Kalshi’s mission: making forecasting tradable 01:52 – Why crypto fits into Kalshi’s long-term strategy 03:19 – Going global with stablecoins 05:55 – The long road to regulation and why it mattered 7:51 – Coinbase and Robinhood as role models 08:17 – The Trump trade: direct vs. indirect exposure to events 10:51 – Lessons from FTX and why compliance is a moat 12:06 – How Kalshi monitors markets and prevents manipulation 15:00 – Momentum after the presidential election 16:48 – How policy in DC really works 17:56 – The hidden advantage of being regulated 18:52 – Lightning round: worst advice, productivity habits, and more 21:00 – The importance of process and patience (“The Score Takes Care of Itself”) 22:30 – The smallest hill Tarek will die on

New podcast episode with Kalshi Cofounder and CEO Tarek Mansour (Tarek Mansour) is live. In this special episode, our host Robert Hackett chats with Tarek bout how prediction markets are enabling people to trade directly on real-world events — from elections to inflation — and what this means for the future of finance and forecasting. Tarek explains why prediction markets aren’t gambling, how regulation has been central to Kalshi’s success, and why the company is embracing crypto and stablecoins as key components of its international strategy. He also discusses lessons learned about policy, product design, and staying compliant while innovating at the frontier. Topics include: → How prediction markets make society "smarter" → The role of regulation in fintech innovation → Why Kalshi started with crypto payments → Lessons from FTX and the importance of compliance → Building consumer trust and network effects → Tarek’s take on productivity, leadership, and even… kombucha Timestamps: 00:00 – Introduction: What are prediction markets, and why now? 01:04 – Kalshi’s mission: making forecasting tradable 01:52 – Why crypto fits into Kalshi’s long-term strategy 03:19 – Going global with stablecoins 05:55 – The long road to regulation and why it mattered 7:51 – Coinbase and Robinhood as role models 08:17 – The Trump trade: direct vs. indirect exposure to events 10:51 – Lessons from FTX and why compliance is a moat 12:06 – How Kalshi monitors markets and prevents manipulation 15:00 – Momentum after the presidential election 16:48 – How policy in DC really works 17:56 – The hidden advantage of being regulated 18:52 – Lightning round: worst advice, productivity habits, and more 21:00 – The importance of process and patience (“The Score Takes Care of Itself”) 22:30 – The smallest hill Tarek will die on

a16z crypto

55,170 görüntüleme • 8 ay önce

. OpenLedger x : The full episode Our core contributor Ram sat down with Sreeram Kannan (founder ) to discuss verifiable AI, crypto's app problem, AI's trust problem and much more Check out the video below to learn more Timestamps: 00:00 Sreeram's introduction 00:29 How to build verification for AI systems 01:27 The Crypto and AI problem 03:10 Unstoppable AGI 05:08 What is Verifiable AI 06:05 The Verifiability Problem with Centralized AI 07:15 The current state of AI and its future 08:48 How humans are getting better at intelligence extraction 10:31 What is OpenLedger doing 11:50 Where LLMs fall short and how co-ordination helps 12:50 SLMs are already there 13:29 Crypto as an incentivisation mechanism 15:38 Apps with commitments, achieving product market fit 16:50 Existing examples of commitments in society 18:24 Investable AI 19:00 Data contributors as co-owner 21:30 The solution for the incentivisation problem 22:25 Explaining explainable AI 23:58 Trusting the trustless way 25:07 Data is the new oil 25:40 The idea of openledger is very crypto native 26:50 David v Goliath (in the data perspective) 28:03 What Eigen is working on 29:06 Making unstoppable verifiable AI practically possible 32:20 What Sreeram uses for productivity 33:30 Make Eigen Labs agentic 34:16 (community question) How Sreeram frames his prompts 36:08 (community question) What's the momentum driver for blockchain apps and what is Sreeram most excited about? (ZkTLS) 38:54 (community question) Where is attribution and verification really needed in AI?

. OpenLedger x : The full episode Our core contributor Ram sat down with Sreeram Kannan (founder ) to discuss verifiable AI, crypto's app problem, AI's trust problem and much more Check out the video below to learn more Timestamps: 00:00 Sreeram's introduction 00:29 How to build verification for AI systems 01:27 The Crypto and AI problem 03:10 Unstoppable AGI 05:08 What is Verifiable AI 06:05 The Verifiability Problem with Centralized AI 07:15 The current state of AI and its future 08:48 How humans are getting better at intelligence extraction 10:31 What is OpenLedger doing 11:50 Where LLMs fall short and how co-ordination helps 12:50 SLMs are already there 13:29 Crypto as an incentivisation mechanism 15:38 Apps with commitments, achieving product market fit 16:50 Existing examples of commitments in society 18:24 Investable AI 19:00 Data contributors as co-owner 21:30 The solution for the incentivisation problem 22:25 Explaining explainable AI 23:58 Trusting the trustless way 25:07 Data is the new oil 25:40 The idea of openledger is very crypto native 26:50 David v Goliath (in the data perspective) 28:03 What Eigen is working on 29:06 Making unstoppable verifiable AI practically possible 32:20 What Sreeram uses for productivity 33:30 Make Eigen Labs agentic 34:16 (community question) How Sreeram frames his prompts 36:08 (community question) What's the momentum driver for blockchain apps and what is Sreeram most excited about? (ZkTLS) 38:54 (community question) Where is attribution and verification really needed in AI?

OpenLedger

274,759 görüntüleme • 1 yıl önce

Here's my conversation with Yann LeCun (Yann LeCun) about AI, importance of open source, limits of LLMs, why AI doomers are wrong, and the path to AGI. This was a fun and fascinating technical conversation! It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 2:18 - Limits of LLMs 13:54 - Bilingualism and thinking 17:46 - Video prediction 25:07 - JEPA (Joint-Embedding Predictive Architecture) 28:15 - JEPA vs LLMs 37:31 - DINO and I-JEPA 38:51 - V-JEPA 44:22 - Hierarchical planning 50:40 - Autoregressive LLMs 1:06:06 - AI hallucination 1:11:30 - Reasoning in AI 1:29:02 - Reinforcement learning 1:34:10 - Woke AI 1:43:48 - Open source 1:47:26 - AI and ideology 1:49:58 - Marc Andreesen 1:57:56 - Llama 3 2:04:20 - AGI 2:08:48 - AI doomers 2:24:38 - Joscha Bach 2:28:51 - Humanoid robots 2:38:00 - Hope for the future

Here's my conversation with Yann LeCun (Yann LeCun) about AI, importance of open source, limits of LLMs, why AI doomers are wrong, and the path to AGI. This was a fun and fascinating technical conversation! It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 2:18 - Limits of LLMs 13:54 - Bilingualism and thinking 17:46 - Video prediction 25:07 - JEPA (Joint-Embedding Predictive Architecture) 28:15 - JEPA vs LLMs 37:31 - DINO and I-JEPA 38:51 - V-JEPA 44:22 - Hierarchical planning 50:40 - Autoregressive LLMs 1:06:06 - AI hallucination 1:11:30 - Reasoning in AI 1:29:02 - Reinforcement learning 1:34:10 - Woke AI 1:43:48 - Open source 1:47:26 - AI and ideology 1:49:58 - Marc Andreesen 1:57:56 - Llama 3 2:04:20 - AGI 2:08:48 - AI doomers 2:24:38 - Joscha Bach 2:28:51 - Humanoid robots 2:38:00 - Hope for the future

Lex Fridman

1,022,139 görüntüleme • 2 yıl önce