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Robotics is expected to become a multi-trillion dollar sector over the coming years, and we are still in the early stages! However, many of the top companies in the space have yet to go public and are only open to accredited investors. CEO Mauricio Zolliker Mauricio | XMAQUINA created...

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DePIN Connection

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272,726 Aufrufe • vor 8 Monaten •via X (Twitter)

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Lex Fridman

813,033 Aufrufe • vor 1 Jahr

We profiled the most hyped robotics company in the world. Inside Physical Intelligence with Co-founder Lachy Groom Exclusive interview in the Physical Intelligence robotics lab, who’re backed by top investors to build robots which work in the real world. Not just scripted environments. We cover: 0:00 So…What is Physical Intelligence? 1:41 Why can’t we solve Marovec’s Paradox? 2:33 Live Demo: Meet the Machines 4:17 Why robots still struggle today… 6:14 Meet PI’s Investors (Thrive Capital) 7:19 Teaming up with the mega-brilliant co-founder group of Karol Haussman, Sergey Levine, Chelsea Finn, Brian Ichter, Adnan Esmail & Quan Vuong 9:20 PI’s Robot Capabilities 11:37 How are they making intelligent robots? 13:43 The Future Impact of Everyday Robots 15:49 Jeff Bezos Investment in Physical Intelligence 16:43 What will the next 1-3 years look like? 17:54 Revealing PI’s Work Culture 19:23 Outro
21:38

We profiled the most hyped robotics company in the world. Inside Physical Intelligence with Co-founder Lachy Groom Exclusive interview in the Physical Intelligence robotics lab, who’re backed by top investors to build robots which work in the real world. Not just scripted environments. We cover: 0:00 So…What is Physical Intelligence? 1:41 Why can’t we solve Marovec’s Paradox? 2:33 Live Demo: Meet the Machines 4:17 Why robots still struggle today… 6:14 Meet PI’s Investors (Thrive Capital) 7:19 Teaming up with the mega-brilliant co-founder group of Karol Haussman, Sergey Levine, Chelsea Finn, Brian Ichter, Adnan Esmail & Quan Vuong 9:20 PI’s Robot Capabilities 11:37 How are they making intelligent robots? 13:43 The Future Impact of Everyday Robots 15:49 Jeff Bezos Investment in Physical Intelligence 16:43 What will the next 1-3 years look like? 17:54 Revealing PI’s Work Culture 19:23 Outro

Sachin Shah

119,550 Aufrufe • vor 7 Monaten

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital
38:38

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital

Tim Kotzman

25,225 Aufrufe • vor 1 Monat

It was time for a True North-Coin Stories hangout! Thanks for taking the time to share more about the powerful movement you've created Jeff Walton Tim Kotzman We talk about the origin story of , corporate Bitcoin treasuries, the revolution in credit markets, the "digital transformation of investor relations," which companies make them most bullish and much more. Let us know what you think! Timecodes: 00:00 What is True North? 3:49 Creating a New Media Platform in the Bitcoin Space 7:46 What Makes a Great Bitcoin Treasury Company? 10:16 What Is mNAV? How to Evaluate Bitcoin Companies Using mNAV 19:33 How Bitcoin Treasury Companies Differentiate Themselves 21:14 How Companies Gain Liquidity to Buy More Bitcoin 24:55 What Are $STRF, $STRK & $STRD? New Bitcoin-Backed Instrument from Strategy 34:03 Are Bitcoin Treasuries a Bubble? 38:20 Bullish on These Corporate Bitcoin Treasuries 43:27 Top Companies Leading the Bitcoin Treasury Movement 47:17 Semler Scientific: Healthcare Innovation Meets Bitcoin 52:17 True North’s Vision for the Future of Bitcoin & Finance
57:23

It was time for a True North-Coin Stories hangout! Thanks for taking the time to share more about the powerful movement you've created Jeff Walton Tim Kotzman We talk about the origin story of , corporate Bitcoin treasuries, the revolution in credit markets, the "digital transformation of investor relations," which companies make them most bullish and much more. Let us know what you think! Timecodes: 00:00 What is True North? 3:49 Creating a New Media Platform in the Bitcoin Space 7:46 What Makes a Great Bitcoin Treasury Company? 10:16 What Is mNAV? How to Evaluate Bitcoin Companies Using mNAV 19:33 How Bitcoin Treasury Companies Differentiate Themselves 21:14 How Companies Gain Liquidity to Buy More Bitcoin 24:55 What Are $STRF, $STRK & $STRD? New Bitcoin-Backed Instrument from Strategy 34:03 Are Bitcoin Treasuries a Bubble? 38:20 Bullish on These Corporate Bitcoin Treasuries 43:27 Top Companies Leading the Bitcoin Treasury Movement 47:17 Semler Scientific: Healthcare Innovation Meets Bitcoin 52:17 True North’s Vision for the Future of Bitcoin & Finance

Natalie Brunell ⚡️

123,426 Aufrufe • vor 1 Jahr

In episode 25 of Launch Pad, I talk to Charles Allen, Charles Allen (charlesallen.eth) 🐢🦄, CEO of BTCS - an Ether treasury company. Charles talks about: - working in the early days of Bitcoin - pivoting to Ethereum - staking with Rocket Pool - what sets BTCS apart from DATs and much more! Check Linktree in the bio for links to watch/listen elsewhere. Chapters 00:00 Introduction to Charles Allen and BTCS 03:02 Charles Allen's Engineering Background and Early Career 05:26 Transition to Crypto and BTCS's Origins 11:10 Challenges and Strategies in Early BTCS 13:02 Pivoting to Bitcoin Mining 18:58 Developing a Digital Asset Strategy 21:07 Exploring Ethereum and Its Potential 25:08 Public Perception of Bitcoin and Crypto 29:48 The Boom of 2017 and M&A Deals 33:03 Navigating the Staking Landscape 36:50 Communicating Risks to Investors 38:06 Exploring Revenue Strategies 41:11 Regulatory Challenges in Staking 43:41 The SEC's Impact on Operations 50:07 Innovations with Rocket Pool 59:01 The Evolution of Digital Asset Treasury Strategies 01:04:32 Navigating Market Dynamics and Shareholder Interests 01:07:07 Investor Focus: Beyond Stock Prices 01:08:58 Leveraging DeFi: The Aave Strategy Explained 01:14:39 SEC Ruling Impact: Opportunities for Liquid Staking Tokens 01:18:53 The Future of Rocket Pool and Ethereum 01:22:56 The Evolution of Blockchain and Institutional Adoption 01:27:00 Ethereum's Role in the Future of Finance 01:32:37 Looking Ahead: BTCS's Strategic Vision 01:34:11 Personal Reflections: The Journey and Future Aspirations
1:38:18

In episode 25 of Launch Pad, I talk to Charles Allen, Charles Allen (charlesallen.eth) 🐢🦄, CEO of BTCS - an Ether treasury company. Charles talks about: - working in the early days of Bitcoin - pivoting to Ethereum - staking with Rocket Pool - what sets BTCS apart from DATs and much more! Check Linktree in the bio for links to watch/listen elsewhere. Chapters 00:00 Introduction to Charles Allen and BTCS 03:02 Charles Allen's Engineering Background and Early Career 05:26 Transition to Crypto and BTCS's Origins 11:10 Challenges and Strategies in Early BTCS 13:02 Pivoting to Bitcoin Mining 18:58 Developing a Digital Asset Strategy 21:07 Exploring Ethereum and Its Potential 25:08 Public Perception of Bitcoin and Crypto 29:48 The Boom of 2017 and M&A Deals 33:03 Navigating the Staking Landscape 36:50 Communicating Risks to Investors 38:06 Exploring Revenue Strategies 41:11 Regulatory Challenges in Staking 43:41 The SEC's Impact on Operations 50:07 Innovations with Rocket Pool 59:01 The Evolution of Digital Asset Treasury Strategies 01:04:32 Navigating Market Dynamics and Shareholder Interests 01:07:07 Investor Focus: Beyond Stock Prices 01:08:58 Leveraging DeFi: The Aave Strategy Explained 01:14:39 SEC Ruling Impact: Opportunities for Liquid Staking Tokens 01:18:53 The Future of Rocket Pool and Ethereum 01:22:56 The Evolution of Blockchain and Institutional Adoption 01:27:00 Ethereum's Role in the Future of Finance 01:32:37 Looking Ahead: BTCS's Strategic Vision 01:34:11 Personal Reflections: The Journey and Future Aspirations

waqwaqattack.eth

31,327 Aufrufe • vor 1 Jahr

"Big Short" investor Danny Moses (Danny Moses) sees parallels between 2008 and 2026. We sat down to unpack his highest-conviction trades for the new year, what he expects gold and silver to do next, why he's paying attention to uranium and how a weaker dollar impacts the investment landscape. Danny delivers an absurd amount of insights per minute in this conversation. This is a must-watch for any investor. 0:00 - Intro 0:28 - Gold & silver 4:48 - AI and metals 6:46 - AI circular financing 8:34 - Energy trade 11:10 - Public & Generated Assets 12:20 - Uranium 14:08 - Oil & energy sector 16:11 - Hidden opportunities 18:38 - Market rotation 20:19 - Government debt 23:19 - Weaker US dollar 25:10 - 2008 parallels 27:54 - Bullish environment 29:54 - Lessons of 2008 33:04 - The next Big Short? 35:22 - Easing regulations 37:28 - Danny’s work and media
41:16

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

Phil Rosen

14,094 Aufrufe • vor 7 Monaten

My conversation with Ann Miura-Ko (Ann Miura-Ko 🦖). Ann Miura-Ko is the Co-Founding Partner of Floodgate, one of Silicon Valley's leading early-stage venture capital firms. She was one of the earliest investors in companies like Lyft, Twitch, Twitter, and Okta, and has spent nearly two decades investing in founders at the earliest stages of company building. In this episode we discuss: - The investment that became Twitch - The early rivalry between Uber and Lyft - Why Ann believes the best entrepreneurs are truth seekers - How teaching reveals curiosity and character - The future of AI-pilled organizations Enjoy! Timestamps: 0:00 Intro 0:41 The AI Pilled Organization 6:09 The Biggest Barrier to AI Adoption 8:41 The Rise of the Non-Technical Founders 10:32 How To Find Super-Thinkers 12:30 Why Ann Loves Teaching 13:36 Stanford Mayfield Program 16:25 Getting Pitched By A 14-Year-Old 18:52 Different Types Of Leadership 23:29 Early Investment In Twitter 24:42 Why Twitch Never Should Have Worked 27:01 Ann’s 10,000x Return From Lyft Investment 30:00 Inside the Uber vs. Lyft Rivalry 33:25 Ann’s Investment Philosophy 35:52 Investing In Lyft At $5M Valuation 39:10 Staying Disciplined On Fund Size 47:49 Evaluating Companies After The Investment 51:29 Ann’s Partnership With Mike Maples 1:03:27 Rapid Fire Questions
1:11:20

My conversation with Ann Miura-Ko (Ann Miura-Ko 🦖). Ann Miura-Ko is the Co-Founding Partner of Floodgate, one of Silicon Valley's leading early-stage venture capital firms. She was one of the earliest investors in companies like Lyft, Twitch, Twitter, and Okta, and has spent nearly two decades investing in founders at the earliest stages of company building. In this episode we discuss: - The investment that became Twitch - The early rivalry between Uber and Lyft - Why Ann believes the best entrepreneurs are truth seekers - How teaching reveals curiosity and character - The future of AI-pilled organizations Enjoy! Timestamps: 0:00 Intro 0:41 The AI Pilled Organization 6:09 The Biggest Barrier to AI Adoption 8:41 The Rise of the Non-Technical Founders 10:32 How To Find Super-Thinkers 12:30 Why Ann Loves Teaching 13:36 Stanford Mayfield Program 16:25 Getting Pitched By A 14-Year-Old 18:52 Different Types Of Leadership 23:29 Early Investment In Twitter 24:42 Why Twitch Never Should Have Worked 27:01 Ann’s 10,000x Return From Lyft Investment 30:00 Inside the Uber vs. Lyft Rivalry 33:25 Ann’s Investment Philosophy 35:52 Investing In Lyft At $5M Valuation 39:10 Staying Disciplined On Fund Size 47:49 Evaluating Companies After The Investment 51:29 Ann’s Partnership With Mike Maples 1:03:27 Rapid Fire Questions

Erica Wenger

40,137 Aufrufe • vor 1 Monat

Where are all the consumer AI apps??? This is the question I posed to s-tier consumer investors scott belsky (Uber, Pinterest) and steve jang (Coinbase, Postmates). We're almost 3 years into the AI hype the we're still all mostly just talking about ChatGPT, Perplexity, and Claude. We explore the answer through the ways in which the entire consumer stack (input, memory, personalization, browsers, hardware) are being re-written by AI and how that may give birth to the consumer opportunity we've all been waiting for. Chapters: 00:00 Welcome and Introductions 00:43 The Current State of AI Products 02:48 Surprises and Challenges with LLMs 05:24 Future of Consumer AI and Personal AI 15:49 Memory and Personalization in AI 21:52 Potential Risks and Business Models 24:22 The Battle for User Data in AI 25:11 Optimism in AI Model Inference 27:00 The Role of Open Source Models 28:13 The Future of AI Hardware 28:54 Challenges and Opportunities in AI Hardware Startups 30:29 The Evolution of Consumer Hardware 38:36 The Reinvention of Browsers 46:23 The Potential of AI-Enhanced Browsers 47:54 Conclusion and Final Thoughts Many thanks to my good friends for joining me in this discussion 🙏
45:47

Where are all the consumer AI apps??? This is the question I posed to s-tier consumer investors scott belsky (Uber, Pinterest) and steve jang (Coinbase, Postmates). We're almost 3 years into the AI hype the we're still all mostly just talking about ChatGPT, Perplexity, and Claude. We explore the answer through the ways in which the entire consumer stack (input, memory, personalization, browsers, hardware) are being re-written by AI and how that may give birth to the consumer opportunity we've all been waiting for. Chapters: 00:00 Welcome and Introductions 00:43 The Current State of AI Products 02:48 Surprises and Challenges with LLMs 05:24 Future of Consumer AI and Personal AI 15:49 Memory and Personalization in AI 21:52 Potential Risks and Business Models 24:22 The Battle for User Data in AI 25:11 Optimism in AI Model Inference 27:00 The Role of Open Source Models 28:13 The Future of AI Hardware 28:54 Challenges and Opportunities in AI Hardware Startups 30:29 The Evolution of Consumer Hardware 38:36 The Reinvention of Browsers 46:23 The Potential of AI-Enhanced Browsers 47:54 Conclusion and Final Thoughts Many thanks to my good friends for joining me in this discussion 🙏

Michael Mignano

25,155 Aufrufe • vor 1 Jahr