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Today on MCG: Logan from Nockchain | $NOCK Nockchain is a PoW blockchain whose mining produces zk proofs of state transitions rather than discarded hashes. The energy that secures the chain also subsidizes a global market for verifiable compute. Topics covered on stream: 01:11 - Kraken listing 04:11 -...

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26,314 просмотров • 1 месяц назад •via X (Twitter)

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State of AI compute 2026: my conversation with stephen balaban of Lambda on the neocloud boom, data centers, GPUs and what's ahead 00:00 — Cold open 01:21 — Why GPU compute was never a commodity 02:45 — The H100 price index and what it gets wrong 04:02 — The real moat: technology or financing? 05:57 — Winner-take-all, or room for many neoclouds 06:48 — Are we overbuilding or underbuilding AI compute? 09:26 — What if AI gets 10x more compute-efficient? 10:44 — The real bottleneck: land, power, and shell 11:38 — The backlash against data centers — and the misinformation 15:00 — Opening the hood: from photons to tokens 17:11 — Extracting more value from the same chip 19:26 — Frontier inference and distributed training, explained 23:26 — What actually drives compute cost 25:21 — Lambda's chip stack and the NVIDIA relationship 26:17 — A multi-silicon world? CUDA, CUDNN, and NVIDIA's real moat 28:59 — Networking, storage, and the one-click cluster 34:46 — Renting vs. owning, and full vertical integration 36:24 — How global is Lambda? Does location still matter? 38:44 — The financing stack: off-take agreements, SPVs, and credit 41:16 — Why a 2023 GPU leases for more today 42:36 — A futures market for compute? 43:54 — Origin story: facial recognition, Perceptio, and Apple 47:03 — The Lambda hat and Dream Scope 48:59 — The $60K bet that became a cloud business 52:00 — Holding the team together through the hard times 54:30 — Bringing on a new CEO; Stephen as CTO 57:33 — Matching xAI on high-velocity deployment 59:29 — "AI won't write software — it will become the software" 01:01:30 — Neural software vs. vibe coding 01:04:25 — Do agents change the compute layer 01:06:14 — Self-assembling software inside Lambda 01:08:18 — Gigawatt-scale AI factories 01:08:57 — One person, one GPU 01:12:04 — Hot takes: overrated and underrated in AI
1:14:27

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

Matt Turck

70,916 просмотров • 1 месяц назад

Today on MCG: Yannik Schrade (ARX MODE) |Co-Founder + CEO Arcium ☂️ | $ARX (Not Live Yet) Arcium is the confidential computing network built on Solana that lets any blockchain or AI application add encrypted privacy Highlights from our conversation include: 01:48 - Yannik's background 03:12 - The privacy thesis 08:02 - The shift from "privacy = hide data" to "privacy = compute over data without seeing it" 09:04 - The big pivot 15:58 - Web 2 enterprise customers already using Arcium for confidential AI 16:59 - The acquisition 21:04 - Why $ARX will be required for the network 22:30 - Multi-trillion $ TAM 24:33 - US regulators in favor of privacy 37:32 - Mainnet Alpha metrics 40:37 - Revenue breakdown 43:08 - TGE confirmed coupled with mainnet launch
52:15

Today on MCG: Yannik Schrade (ARX MODE) |Co-Founder + CEO Arcium ☂️ | $ARX (Not Live Yet) Arcium is the confidential computing network built on Solana that lets any blockchain or AI application add encrypted privacy Highlights from our conversation include: 01:48 - Yannik's background 03:12 - The privacy thesis 08:02 - The shift from "privacy = hide data" to "privacy = compute over data without seeing it" 09:04 - The big pivot 15:58 - Web 2 enterprise customers already using Arcium for confidential AI 16:59 - The acquisition 21:04 - Why $ARX will be required for the network 22:30 - Multi-trillion $ TAM 24:33 - US regulators in favor of privacy 37:32 - Mainnet Alpha metrics 40:37 - Revenue breakdown 43:08 - TGE confirmed coupled with mainnet launch

MCG

47,339 просмотров • 2 месяцев назад

📢 NEURALAI X 🤩 NeuralAI is extraordinarily excited to reveal that we have started working closely with Akash Network, the world's premier decentralized compute marketplace! ✔️ The offerings of align perfectly with the vision and roadmap of NeuralAI, making this collaboration extremely significant for NeuralAI. For a start, NeuralAI will run inference on Akash based on our 3D #AI model and prepare TAO miners for reward-yielding subnets. NeuralAI will also leverage Akash's powerful GPUs to enhance our #AI #model training. Currently, provides us with 56 powerful A6000 GPUs, scalable on demand. ✔️ NeuralAI also gets highly competitive pricing from Akash Network, significantly lower than any other compute provider in the world. The lower pricing is possible partially thanks to the crypto-driven incentives within Akash Network, making it an excellent opportunity for NeuralAI to leverage. The synergy with Akash Network is a big leap forward, fueling our mission of becoming the #1 AI-driven 3D asset generator subnet on Bittensor. ✔️ We look forward to our close work with , we are certain with their support we will be able to secure a unique edge in the market! Stay tuned for exciting updates and developments.
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📢 NEURALAI X 🤩 NeuralAI is extraordinarily excited to reveal that we have started working closely with Akash Network, the world's premier decentralized compute marketplace! ✔️ The offerings of align perfectly with the vision and roadmap of NeuralAI, making this collaboration extremely significant for NeuralAI. For a start, NeuralAI will run inference on Akash based on our 3D #AI model and prepare TAO miners for reward-yielding subnets. NeuralAI will also leverage Akash's powerful GPUs to enhance our #AI #model training. Currently, provides us with 56 powerful A6000 GPUs, scalable on demand. ✔️ NeuralAI also gets highly competitive pricing from Akash Network, significantly lower than any other compute provider in the world. The lower pricing is possible partially thanks to the crypto-driven incentives within Akash Network, making it an excellent opportunity for NeuralAI to leverage. The synergy with Akash Network is a big leap forward, fueling our mission of becoming the #1 AI-driven 3D asset generator subnet on Bittensor. ✔️ We look forward to our close work with , we are certain with their support we will be able to secure a unique edge in the market! Stay tuned for exciting updates and developments.

NeuralAI

241,287 просмотров • 2 лет назад

DROPS E10: Hana : Building the Tiktok of crypto Hana is the Founder of Hana Network, a P2P marketplace, complete with casual earning, live social tipping, and on/off ramp - built on the top of Hyperlquid Timestamps 00:00 – Intro 01:37 – Welcome to DROPS 02:14 – Who is Hana? 05:08 – TikTok of Crypto 08:09 – Leaving University for Crypto 11:51 – Crypto Barriers in Japan 16:07 – Starting Hana in Dubai 18:09 – What Are “Why Now” Moments? 20:52 – Why the Privacy Layer Didn’t Work 24:43 – When Vision Meets Real Users 26:30 – What Crypto Users Really Want 28:08 – What is Hana Network? 31:36 – Crypto Made Easy and Fun 33:42 – Financial Tools Disguised as Content 36:11 – Crypto Without Wallet Headaches 37:44 – Crypto That Feels Like a Game 40:40 – Crypto’s Future Is Hyperlocal 43:40 – Why Creators Are Leaving TikTok 45:24 – Building on Hyperliquid - the CEX killer 47:00 – If Hana Network Was a Game Character 49:01 – This Is the Year It Happens
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DROPS E10: Hana : Building the Tiktok of crypto Hana is the Founder of Hana Network, a P2P marketplace, complete with casual earning, live social tipping, and on/off ramp - built on the top of Hyperlquid Timestamps 00:00 – Intro 01:37 – Welcome to DROPS 02:14 – Who is Hana? 05:08 – TikTok of Crypto 08:09 – Leaving University for Crypto 11:51 – Crypto Barriers in Japan 16:07 – Starting Hana in Dubai 18:09 – What Are “Why Now” Moments? 20:52 – Why the Privacy Layer Didn’t Work 24:43 – When Vision Meets Real Users 26:30 – What Crypto Users Really Want 28:08 – What is Hana Network? 31:36 – Crypto Made Easy and Fun 33:42 – Financial Tools Disguised as Content 36:11 – Crypto Without Wallet Headaches 37:44 – Crypto That Feels Like a Game 40:40 – Crypto’s Future Is Hyperlocal 43:40 – Why Creators Are Leaving TikTok 45:24 – Building on Hyperliquid - the CEX killer 47:00 – If Hana Network Was a Game Character 49:01 – This Is the Year It Happens

MR SHIFT 🦁

71,560 просмотров • 1 год назад

When we first met Tom, his obsession with energy markets came through immediately. Seemed random, but it's "actually" central to what he's building at Actual Computer. The thesis is that local inference is inevitable. Open source models are getting good enough, people don't want to feed their thoughts to AI labs, and demand for compute will continue to be insatiable. But the main forcing function is that chips aren't the bottleneck anymore - power is. Compute is derivative of energy, and the massive data center buildout has created an energy shortage where GPUs sit idle waiting for power to come online. Yet one place that already has power, and always will, is everywhere else. Homes. Businesses. Universities. Collectively, they have more compute than all the data centers combined. Tom Lynch goal is to build a distributed network of people plugging in their local compute (devices like Mac minis to consumer Nvidia cards) to serve inference demand. The substrate he's chosen is Bittensor, on Subnet 95. Actual Computer has an exceptional team behind it, and this is one of the projects that's gotten me most excited in a long time. Enjoy this conversation with the two of us!
37:17

When we first met Tom, his obsession with energy markets came through immediately. Seemed random, but it's "actually" central to what he's building at Actual Computer. The thesis is that local inference is inevitable. Open source models are getting good enough, people don't want to feed their thoughts to AI labs, and demand for compute will continue to be insatiable. But the main forcing function is that chips aren't the bottleneck anymore - power is. Compute is derivative of energy, and the massive data center buildout has created an energy shortage where GPUs sit idle waiting for power to come online. Yet one place that already has power, and always will, is everywhere else. Homes. Businesses. Universities. Collectively, they have more compute than all the data centers combined. Tom Lynch goal is to build a distributed network of people plugging in their local compute (devices like Mac minis to consumer Nvidia cards) to serve inference demand. The substrate he's chosen is Bittensor, on Subnet 95. Actual Computer has an exceptional team behind it, and this is one of the projects that's gotten me most excited in a long time. Enjoy this conversation with the two of us!

Sami Kassab

35,706 просмотров • 6 месяцев назад

Early on, Jonathan Ross foresaw the unprecedented demand for compute of the 2020s. After pioneering Google's TPUs, he founded Groq, a "Language" Processing Unit dedicated for inference. After joining NVIDIA, he is betting on the GPU+LPU combo to power the agentic chains of AI calling AI calling AI. This interview is part of my larger series on dedicated AI chips, so drop any suggestions/questions below. Thank you NVIDIA for hosting us at your HQ! 00:00 Intro 01:00 The Google TPU & Groq origin story 02:41 How is Groq different from a GPU? 04:43 Static scheduling makes Groq faster 05:47 Does Groq work with Mixture-of-Experts? 09:27 Are LPUs limited to text models? 11:03 Diffusion models 13:41 NVIDIA Vera Rubin: the GPU+LPU combo 15:26 Will Groq still be sold as a standalone chip? 16:49 How does agentic AI impact inference economics? 19:21 Will AI replace CUDA kernel engineers? 21:08 Will AI democratize hardware design? 26:11 Jevon's paradox: An endless demand for compute 29:04 What should kids learn in the AI age?
30:38

Early on, Jonathan Ross foresaw the unprecedented demand for compute of the 2020s. After pioneering Google's TPUs, he founded Groq, a "Language" Processing Unit dedicated for inference. After joining NVIDIA, he is betting on the GPU+LPU combo to power the agentic chains of AI calling AI calling AI. This interview is part of my larger series on dedicated AI chips, so drop any suggestions/questions below. Thank you NVIDIA for hosting us at your HQ! 00:00 Intro 01:00 The Google TPU & Groq origin story 02:41 How is Groq different from a GPU? 04:43 Static scheduling makes Groq faster 05:47 Does Groq work with Mixture-of-Experts? 09:27 Are LPUs limited to text models? 11:03 Diffusion models 13:41 NVIDIA Vera Rubin: the GPU+LPU combo 15:26 Will Groq still be sold as a standalone chip? 16:49 How does agentic AI impact inference economics? 19:21 Will AI replace CUDA kernel engineers? 21:08 Will AI democratize hardware design? 26:11 Jevon's paradox: An endless demand for compute 29:04 What should kids learn in the AI age?

Julia Turc

46,967 просмотров • 1 месяц назад

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

172,640 просмотров • 1 год назад

DROPS E27: Ben from Talus Labs: Building the Future of Decentralized AI Agents In this episode Ben breaks down why AI isn’t a bubble, how Talus is redefining on-chain agents, and why optimism is something you earn and not something you just feel. We talk about: - Why AI is not a bubble and how mega-cap tech is funding the next AI wave through massive CapEx - How Talus enables decentralized AI agents that can act and transact trustlessly - The three big crypto × AI intersections: compute, data ownership, and intelligent on-chain workflows - Why AI needs verifiable, censorship-resistant execution layers and why blockchains provide that - Nuclear energy as a prerequisite for AGI-scale compute demand - Why SWE’s object model + parallelization is perfect for autonomous agent payments and priority fees And much more! Timestamps: 0:00 Introduction 1:31 Welcome To Drops 2:10 Getting Backers Like Polychain 3:16 Building While In College 7:51 VC’s vs Founders Differences Explained 10:01 Is There An AI Bubble 11:53 How Do We Quantify The AI Opportunity In Crypto 12:33 AI Is Difficult To Invest In, Why? 13:35 Risks To Look Out For To Ensure AI Investments Deliver 16:47 Energy Being A Big Risk For AI 20:50 How You Became Fascinated By Crypto & Blockchain 22:00 Why Does AI & Blockchain Intersection Make Sense Compute Side 24:39 Why Does AI & Blockchain Intersection Make Sense for Data Ownership 26:30 Complex Workflows With Intelligent Execution Meaning 28:19 Why Do We Need This On Blockchain 30:26 How Adding This Decentralized Layer Helps With The Black Box 32:01 Explain Talus To Your Mom 33:39 Talus Solved Blockchain Determinism Limitation Explained 35:43 Two Examples That Can Be Built On The Zapier Of Web 3 39:32 Why Get Investment From SUI 42:56 What’s Needed To Get To The Next Level 43:35 One Takeaway From Conversation 43:51 One Thing Pessimistic People Are Missing
45:43

DROPS E27: Ben from Talus Labs: Building the Future of Decentralized AI Agents In this episode Ben breaks down why AI isn’t a bubble, how Talus is redefining on-chain agents, and why optimism is something you earn and not something you just feel. We talk about: - Why AI is not a bubble and how mega-cap tech is funding the next AI wave through massive CapEx - How Talus enables decentralized AI agents that can act and transact trustlessly - The three big crypto × AI intersections: compute, data ownership, and intelligent on-chain workflows - Why AI needs verifiable, censorship-resistant execution layers and why blockchains provide that - Nuclear energy as a prerequisite for AGI-scale compute demand - Why SWE’s object model + parallelization is perfect for autonomous agent payments and priority fees And much more! Timestamps: 0:00 Introduction 1:31 Welcome To Drops 2:10 Getting Backers Like Polychain 3:16 Building While In College 7:51 VC’s vs Founders Differences Explained 10:01 Is There An AI Bubble 11:53 How Do We Quantify The AI Opportunity In Crypto 12:33 AI Is Difficult To Invest In, Why? 13:35 Risks To Look Out For To Ensure AI Investments Deliver 16:47 Energy Being A Big Risk For AI 20:50 How You Became Fascinated By Crypto & Blockchain 22:00 Why Does AI & Blockchain Intersection Make Sense Compute Side 24:39 Why Does AI & Blockchain Intersection Make Sense for Data Ownership 26:30 Complex Workflows With Intelligent Execution Meaning 28:19 Why Do We Need This On Blockchain 30:26 How Adding This Decentralized Layer Helps With The Black Box 32:01 Explain Talus To Your Mom 33:39 Talus Solved Blockchain Determinism Limitation Explained 35:43 Two Examples That Can Be Built On The Zapier Of Web 3 39:32 Why Get Investment From SUI 42:56 What’s Needed To Get To The Next Level 43:35 One Takeaway From Conversation 43:51 One Thing Pessimistic People Are Missing

MR SHIFT 🦁

41,057 просмотров • 8 месяцев назад

How to AGI-Proof Your Life | Nick Bostrom Today, work gives many of us purpose and meaning. But AI is making more and more of that work obsolete, until one day, AI might make redundant not just work but also much of leisure! Deep Utopia, a new book by @NickBostromPhD, is all about that day and what to do about it. In this interview, you are going to learn: 1. Where you can invest your time, effort, and resources NOW that is most AI-proof. 2. What human activities even AGI cannot replace. 3. What life will look like post-AGI. Timestamps 02:15 AI Radically Changes the Practice of Philosophy 06:08 Why Ignorance Is Set to Become a Luxury 07:45 Why AI Can’t Replace Human Relationships 11:41 How AI Changes the Labor Market 17:40 AI will make even leisure obsolete 20:35 How AI Changes the Meaning of the Good Life 21:52 The Five Pillars of Meaning post-AGI 35:22 People underestimate the importance of pleasure 42:33 The Biggest Problem in Utopia Will Be Boredom 51:01 Can Life Be Meaningful Without Stakes & Risk? 55:19 Utopia's Greatest Challenge to Human Nature 58:38 Can Simulation Save Us from Boredom? 1:03:18 The Unabomber's Prescient Intuition 1:05:44 Philosophy of AI & Theology
1:09:12

How to AGI-Proof Your Life | Nick Bostrom Today, work gives many of us purpose and meaning. But AI is making more and more of that work obsolete, until one day, AI might make redundant not just work but also much of leisure! Deep Utopia, a new book by @NickBostromPhD, is all about that day and what to do about it. In this interview, you are going to learn: 1. Where you can invest your time, effort, and resources NOW that is most AI-proof. 2. What human activities even AGI cannot replace. 3. What life will look like post-AGI. Timestamps 02:15 AI Radically Changes the Practice of Philosophy 06:08 Why Ignorance Is Set to Become a Luxury 07:45 Why AI Can’t Replace Human Relationships 11:41 How AI Changes the Labor Market 17:40 AI will make even leisure obsolete 20:35 How AI Changes the Meaning of the Good Life 21:52 The Five Pillars of Meaning post-AGI 35:22 People underestimate the importance of pleasure 42:33 The Biggest Problem in Utopia Will Be Boredom 51:01 Can Life Be Meaningful Without Stakes & Risk? 55:19 Utopia's Greatest Challenge to Human Nature 58:38 Can Simulation Save Us from Boredom? 1:03:18 The Unabomber's Prescient Intuition 1:05:44 Philosophy of AI & Theology

Johnathan Bi

18,737 просмотров • 1 год назад

Here's an edit of the Elon Musk interview hosted by Katherine Brodsky discussing a myriad of topics. This version boosts audio quality and reduces pauses and dead space by 33%. Thank you David Carbutt for the work! Timestamps: (00:00) The Journey of SpaceX and Tesla (01:06) Misunderstandings and Misinformation (03:42) The Role of Social Media in Free Speech (04:12) The Impact of Government Control on Media (06:32) The Evolution of Twitter and the Need for a Fresh Start (07:17) The Challenges of Moderation on Social Media Platforms (12:12) The Role of Citizen Journalism in Modern Media (17:45) The Future of Legacy Media (28:08) The Power of Amplifying Ideas and People (36:35) The Importance of Open-Mindedness and Self-Criticism (38:49) Community Notes and Open Source Data (39:58) The Role of Accuracy and Opinions in Posting (40:22) The Idea of a Sarcasm Detector (41:01) The Potential of AI in Enhancing Accuracy (42:39) The Future of AI and Deepfakes (44:59) The Vision for X as an All-in-One App (46:38) The Concept of Trust in Institutions (51:24) The Impact of Gene Editing on Humanity (55:42) The Challenge of Censorship and Free Speech (01:02:24) The Unusual Case of a Voice Doppelganger (01:07:35) Starting a Conversation: Texting and Simulations (01:08:43) Discussing Starship Launch and Future Plans (01:10:32) Engaging in Casual Conversations and Sharing Photos (01:11:55) Exploring the Idea of Expanding the Scope of Reality (01:13:27) Exploring the Concept of Simulation Theory (01:13:52) Discussing the Concept of AI in the Simulation (01:20:42) Addressing Questions about Ad Demonetization (01:23:11) Addressing Concerns about Doxxing and Harassment (01:30:47) Discussing the Monetization of Spaces (01:31:34) Discussing the Future of AI and OpenAI (01:35:17) Discussion on National Debt and AI (01:36:06) Involvement of Family Members (01:36:45) Questions and Answers (01:37:31) Impersonations and Voice Modulations (01:38:47) Discussion on Accents and Language Learning (01:41:14) Discussion on AI and Voice Imitation (01:46:45) Serious Discussion on AI and Social Media (01:51:27) Discussion on Physics and AI (01:58:18) Closing Remarks and Final Questions
1:59:51

Here's an edit of the Elon Musk interview hosted by Katherine Brodsky discussing a myriad of topics. This version boosts audio quality and reduces pauses and dead space by 33%. Thank you David Carbutt for the work! Timestamps: (00:00) The Journey of SpaceX and Tesla (01:06) Misunderstandings and Misinformation (03:42) The Role of Social Media in Free Speech (04:12) The Impact of Government Control on Media (06:32) The Evolution of Twitter and the Need for a Fresh Start (07:17) The Challenges of Moderation on Social Media Platforms (12:12) The Role of Citizen Journalism in Modern Media (17:45) The Future of Legacy Media (28:08) The Power of Amplifying Ideas and People (36:35) The Importance of Open-Mindedness and Self-Criticism (38:49) Community Notes and Open Source Data (39:58) The Role of Accuracy and Opinions in Posting (40:22) The Idea of a Sarcasm Detector (41:01) The Potential of AI in Enhancing Accuracy (42:39) The Future of AI and Deepfakes (44:59) The Vision for X as an All-in-One App (46:38) The Concept of Trust in Institutions (51:24) The Impact of Gene Editing on Humanity (55:42) The Challenge of Censorship and Free Speech (01:02:24) The Unusual Case of a Voice Doppelganger (01:07:35) Starting a Conversation: Texting and Simulations (01:08:43) Discussing Starship Launch and Future Plans (01:10:32) Engaging in Casual Conversations and Sharing Photos (01:11:55) Exploring the Idea of Expanding the Scope of Reality (01:13:27) Exploring the Concept of Simulation Theory (01:13:52) Discussing the Concept of AI in the Simulation (01:20:42) Addressing Questions about Ad Demonetization (01:23:11) Addressing Concerns about Doxxing and Harassment (01:30:47) Discussing the Monetization of Spaces (01:31:34) Discussing the Future of AI and OpenAI (01:35:17) Discussion on National Debt and AI (01:36:06) Involvement of Family Members (01:36:45) Questions and Answers (01:37:31) Impersonations and Voice Modulations (01:38:47) Discussion on Accents and Language Learning (01:41:14) Discussion on AI and Voice Imitation (01:46:45) Serious Discussion on AI and Social Media (01:51:27) Discussion on Physics and AI (01:58:18) Closing Remarks and Final Questions

Farzad 🇺🇸 🇮🇷

2,033,136 просмотров • 2 лет назад

Floresta: Making Bitcoin Node Verification Accessible with Davidson Souza | SLP705 Erik, full-time Bitcoin OSS contributor supported by Vinteum, joins me to discuss Floresta - a lightweight Bitcoin node focused on privacy, security, and usability. We explore compact block filters, Utreexo, easier self-sovereignty and more. (00:00) - Intro (01:04) - Who is Davidson Souza? (01:39) - What is Floresta? (03:40) - Floresta tradeoff for the end user (08:08) - How does a Utreexo-powered Electrum server work? (12:00) - Feasibility for mobile devices (14:47) - Which script types does Floresta support? (15:50) - Who is the target audience of Floresta? (20:18) - Could Floresta be built into existing Bitcoin phone apps? (22:22) - How does Floresta work? (27:53) - What’s the goal of ‘Proof of Work Fraud Proof’? (34:24) - Who are ‘honest miners’? (36:05) - Proof of Work Fraud Proof vs. SPV vs ‘trust the server’ model (42:50) - The relationship between Floresta and Utreexo; bridge nodes & compact state nodes (51:12) - What will be the cost & accessibility challenges to run a Floresta node? (56:23) - Is Floresta compatible with Bitcoin’s Layer 2 protocols? (59:15) - Using Floresta in real life (1:01:32) - Closing thoughts
1:03:43

Floresta: Making Bitcoin Node Verification Accessible with Davidson Souza | SLP705 Erik, full-time Bitcoin OSS contributor supported by Vinteum, joins me to discuss Floresta - a lightweight Bitcoin node focused on privacy, security, and usability. We explore compact block filters, Utreexo, easier self-sovereignty and more. (00:00) - Intro (01:04) - Who is Davidson Souza? (01:39) - What is Floresta? (03:40) - Floresta tradeoff for the end user (08:08) - How does a Utreexo-powered Electrum server work? (12:00) - Feasibility for mobile devices (14:47) - Which script types does Floresta support? (15:50) - Who is the target audience of Floresta? (20:18) - Could Floresta be built into existing Bitcoin phone apps? (22:22) - How does Floresta work? (27:53) - What’s the goal of ‘Proof of Work Fraud Proof’? (34:24) - Who are ‘honest miners’? (36:05) - Proof of Work Fraud Proof vs. SPV vs ‘trust the server’ model (42:50) - The relationship between Floresta and Utreexo; bridge nodes & compact state nodes (51:12) - What will be the cost & accessibility challenges to run a Floresta node? (56:23) - Is Floresta compatible with Bitcoin’s Layer 2 protocols? (59:15) - Using Floresta in real life (1:01:32) - Closing thoughts

Stephan Livera

21,686 просмотров • 7 месяцев назад

Hash Rate - Ep. 75: Bittensor Bull Vibes $TAO +130% 🧙‍♂️Guest: JJ $TAO is up 130% this month. Why? And what's next? 00:00 Introduction and Excitement for BitTensor 02:56 Understanding Proof of Work and BitTensor's Unique Approach 06:09 The Evolution of BitTensor: From Single Network to Subnets 08:58 Incentive Mechanisms and the Role of Subnets 11:50 The Importance of Data Labeling and AI Development 14:59 Monetization and the Duality of Capitalism in BitTensor 18:07 Comparing BitTensor to Bitcoin Mining 21:01 The Future of Fiat and Cryptocurrency 24:00 The Role of Subnets in AI and Market Dynamics 34:40 The Evolution of BitTensor and Token Dynamics 42:20 The Future of TAO and Its Market Potential 50:06 Human Potential vs. Artificial General Intelligence 56:00 BitTensor's Unique Value Proposition 01:02:45 Upcoming Innovations and EVM Integration Get a Ledger: Messari Pro (15% off code): MARKJEFFREY15 Also Available on YouTube / Apple / Amazon / Spotify
1:08:17

Hash Rate - Ep. 75: Bittensor Bull Vibes $TAO +130% 🧙‍♂️Guest: JJ $TAO is up 130% this month. Why? And what's next? 00:00 Introduction and Excitement for BitTensor 02:56 Understanding Proof of Work and BitTensor's Unique Approach 06:09 The Evolution of BitTensor: From Single Network to Subnets 08:58 Incentive Mechanisms and the Role of Subnets 11:50 The Importance of Data Labeling and AI Development 14:59 Monetization and the Duality of Capitalism in BitTensor 18:07 Comparing BitTensor to Bitcoin Mining 21:01 The Future of Fiat and Cryptocurrency 24:00 The Role of Subnets in AI and Market Dynamics 34:40 The Evolution of BitTensor and Token Dynamics 42:20 The Future of TAO and Its Market Potential 50:06 Human Potential vs. Artificial General Intelligence 56:00 BitTensor's Unique Value Proposition 01:02:45 Upcoming Innovations and EVM Integration Get a Ledger: Messari Pro (15% off code): MARKJEFFREY15 Also Available on YouTube / Apple / Amazon / Spotify

Mark Jeffrey

55,939 просмотров • 1 год назад

BREAKING: How a $15+ Trillion AUM Firm is Thinking About the Systemic $10T Rebuild Around AI Inside BlackRock's Fundamental Equities w/ Managing Director & Head of Global Tech, Tony Kim (Tony Kim) The irony of "the trillion dollars of CapEx this year & the $10T over the next 5 years that are coming.. is to move data centimeters & millimeters. That's AI." "Today we're all talking about compute, compute, compute. I think the primacy of memory will become even more important." Tony invests across public & private tech markets, covering semiconductors, memory, data centers, power, software, quantum, & robotics We Cover: › The shift from a software centric world to a compute centric world › The 10-20-30 trillion market cap breakdown, software, Mag 7, and hardware › RAMpocalypse, why memory becomes as important as compute › How BlackRock allocates, 90% in the 3-year AI vortex, 10% on frontier bets converging on 2030 › 140 Chinese robotics companies and the 30-40 IPOs coming this year › Following the "token flow" Special thank you to Brex, MongoDB, & AssemblyAI for helping make this RAISE AI Summit mini-series in Paris, France happen. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tony Kim, Head of BlackRock Fundamental Equities Global Technology (01:10) RAISE AI Summit in Paris (03:52) Why Compute now rules everything (05:17) Why old data centers can't survive AI (07:43) Why data centers are ditching Copper for Light (10:44) The shortage nobody saw coming: RAM (15:20) Only three companies control memory (16:03) Tony's Playbook for Investing in the AI Era (18:16) The 20-year lie: "Compute is just a Commodity" (22:38) How Hardware quietly became bigger than Software (27:49) The Investing Rule: Will you still be cool in 5 years? (32:41) 2030: the year every frontier technology bet converges (38:16) Chips were never a Commodity (41:30) Rack design, materials science, & the physical-world renaissance (43:30) Inside the architecture of a Robot's mind (45:03) Why China Is winning the Robotics race (47:37) Why the biggest Robotics market might be companionship (51:34) Speech models are growing faster than anyone expected (53:07) "Token Flow": Tony's Framework for the Future Enterprise (57:56) Are PE roll-ups the next big AI disruption play? (1:00:48) What Could Go Right (& Wrong) in AI This Year (1:03:51) The mentors who shaped Tony Kim's worldview
1:08:44

BREAKING: How a $15+ Trillion AUM Firm is Thinking About the Systemic $10T Rebuild Around AI Inside BlackRock's Fundamental Equities w/ Managing Director & Head of Global Tech, Tony Kim (Tony Kim) The irony of "the trillion dollars of CapEx this year & the $10T over the next 5 years that are coming.. is to move data centimeters & millimeters. That's AI." "Today we're all talking about compute, compute, compute. I think the primacy of memory will become even more important." Tony invests across public & private tech markets, covering semiconductors, memory, data centers, power, software, quantum, & robotics We Cover: › The shift from a software centric world to a compute centric world › The 10-20-30 trillion market cap breakdown, software, Mag 7, and hardware › RAMpocalypse, why memory becomes as important as compute › How BlackRock allocates, 90% in the 3-year AI vortex, 10% on frontier bets converging on 2030 › 140 Chinese robotics companies and the 30-40 IPOs coming this year › Following the "token flow" Special thank you to Brex, MongoDB, & AssemblyAI for helping make this RAISE AI Summit mini-series in Paris, France happen. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tony Kim, Head of BlackRock Fundamental Equities Global Technology (01:10) RAISE AI Summit in Paris (03:52) Why Compute now rules everything (05:17) Why old data centers can't survive AI (07:43) Why data centers are ditching Copper for Light (10:44) The shortage nobody saw coming: RAM (15:20) Only three companies control memory (16:03) Tony's Playbook for Investing in the AI Era (18:16) The 20-year lie: "Compute is just a Commodity" (22:38) How Hardware quietly became bigger than Software (27:49) The Investing Rule: Will you still be cool in 5 years? (32:41) 2030: the year every frontier technology bet converges (38:16) Chips were never a Commodity (41:30) Rack design, materials science, & the physical-world renaissance (43:30) Inside the architecture of a Robot's mind (45:03) Why China Is winning the Robotics race (47:37) Why the biggest Robotics market might be companionship (51:34) Speech models are growing faster than anyone expected (53:07) "Token Flow": Tony's Framework for the Future Enterprise (57:56) Are PE roll-ups the next big AI disruption play? (1:00:48) What Could Go Right (& Wrong) in AI This Year (1:03:51) The mentors who shaped Tony Kim's worldview

Molly O’Shea

341,794 просмотров • 12 дней назад

Verifiable AI is crypto’s true product–market fit. At DAS London by , our Chief Growth Officer, JT Rose shared a vision 10 years in the making. ☁️ EigenCloud: Ethereum’s Verifiable AI Cloud ☁️ Bitcoin gave us verifiable money. Ethereum gave us verifiable logic. Now, EigenCloud gives us verifiable intelligence. $20B in restaked assets. Hundreds of global operators, from Google to Coinbase 🛡️. The fastest-growing developer ecosystem in crypto. For the first time, you can run any compute offchain, and bring the results verifiably onchain. 🔥 Agents that trade verifiably 🔥 AI that earns, acts, and proves itself 🔥 Apps that can’t rug their users This is how we unlock the apps Ethereum was meant for from DeFi to AI to the agentic internet. The next growth driver for crypto isn’t just DeFi. It’s Verifiable AI. And it’s being built on EigenCloud and Ethereum. ☁️ Build trust ☁️ Build verifiable AI ☁️ Build on EigenCloud Timestamps: 0:06 Introduction 0:22 Who is EigenCloud 1:44 Scaling Verifiable Compute 3:02 Trillion Dollar TAM for Ethereum 5:19 Run any Compute Verifiably with EigenCloud 6:41 Programmability x Verifiability 7:10 Hyperscale Cloud vs Verifiable Cloud 8:29 Agentic Trading 9:52 Verifiable Agent to Agent Payments 11:00 Verifiable Agents 11:48 Agentic Gaming 12:36 Possibilities with Verifiable AI Cloud 14:14 Explosion of Interest from Builders 15:01 Golden Age of Innovation with Crypto x AI All slides ⬇️ 🧵
15:37

Verifiable AI is crypto’s true product–market fit. At DAS London by , our Chief Growth Officer, JT Rose shared a vision 10 years in the making. ☁️ EigenCloud: Ethereum’s Verifiable AI Cloud ☁️ Bitcoin gave us verifiable money. Ethereum gave us verifiable logic. Now, EigenCloud gives us verifiable intelligence. $20B in restaked assets. Hundreds of global operators, from Google to Coinbase 🛡️. The fastest-growing developer ecosystem in crypto. For the first time, you can run any compute offchain, and bring the results verifiably onchain. 🔥 Agents that trade verifiably 🔥 AI that earns, acts, and proves itself 🔥 Apps that can’t rug their users This is how we unlock the apps Ethereum was meant for from DeFi to AI to the agentic internet. The next growth driver for crypto isn’t just DeFi. It’s Verifiable AI. And it’s being built on EigenCloud and Ethereum. ☁️ Build trust ☁️ Build verifiable AI ☁️ Build on EigenCloud Timestamps: 0:06 Introduction 0:22 Who is EigenCloud 1:44 Scaling Verifiable Compute 3:02 Trillion Dollar TAM for Ethereum 5:19 Run any Compute Verifiably with EigenCloud 6:41 Programmability x Verifiability 7:10 Hyperscale Cloud vs Verifiable Cloud 8:29 Agentic Trading 9:52 Verifiable Agent to Agent Payments 11:00 Verifiable Agents 11:48 Agentic Gaming 12:36 Possibilities with Verifiable AI Cloud 14:14 Explosion of Interest from Builders 15:01 Golden Age of Innovation with Crypto x AI All slides ⬇️ 🧵

EigenCloud

88,288 просмотров • 9 месяцев назад

When will MiniMax have a Fable level model? Olive Song, research lead at MiniMax (official), joins The Bench to answer that question, plus M3, open source models closing the gap on Vibe Code Bench, and the truth about 996 culture. Full episode out now! 7:19 – Inside MiniMax's research culture: AI agents tracking papers since early last year 18:01- The headline of M3: native multimodality and one million tokens of context 21:10- The bottleneck of building models is people, not compute 22:48 – Does MiniMax work 996? 25:47 - Olive's prediction and the 30 point gap on Vibe Code Bench 32:02- Model capabilities Olive is most excited about 32:35- The lab Olive most respects outside of MiniMax 36:24- Will more labs go open source a year from now?
38:45

When will MiniMax have a Fable level model? Olive Song, research lead at MiniMax (official), joins The Bench to answer that question, plus M3, open source models closing the gap on Vibe Code Bench, and the truth about 996 culture. Full episode out now! 7:19 – Inside MiniMax's research culture: AI agents tracking papers since early last year 18:01- The headline of M3: native multimodality and one million tokens of context 21:10- The bottleneck of building models is people, not compute 22:48 – Does MiniMax work 996? 25:47 - Olive's prediction and the 30 point gap on Vibe Code Bench 32:02- Model capabilities Olive is most excited about 32:35- The lab Olive most respects outside of MiniMax 36:24- Will more labs go open source a year from now?

Vals AI

48,685 просмотров • 19 дней назад

🚨 This Is The Only Video You Need To Watch To Prepare For This Bull Market. Live Breakdowns, Sector Insights, Alpha on Hidden Gems and How To Find 100x Altcoins In Real Time. 0:01 - Introduction 2:50 - The Evolution of the Internet 6:10 - The Role of Bitcoin and Ethereum 9:02 - Decentralized Finance and NFTs 11:58 - Stablecoins and Institutional Adoption 14:50 - AI and Crypto 18:11 - The future of crypto 22:25 - Bitcoin's predictions & Market Dynamics 23:52 - The Role of AI in Crypto Trading 29:13 - Investment Framework for Crypto Investors 31:07 - Finding Promising Crypto Projects 33:04 - Emerging Technologies in Web3 and AI 35:32 - Real World Assets and Decentralized Finance 36:59 - Finding Alpha with Token Metrics 42:43 - Conclusion
45:41

🚨 This Is The Only Video You Need To Watch To Prepare For This Bull Market. Live Breakdowns, Sector Insights, Alpha on Hidden Gems and How To Find 100x Altcoins In Real Time. 0:01 - Introduction 2:50 - The Evolution of the Internet 6:10 - The Role of Bitcoin and Ethereum 9:02 - Decentralized Finance and NFTs 11:58 - Stablecoins and Institutional Adoption 14:50 - AI and Crypto 18:11 - The future of crypto 22:25 - Bitcoin's predictions & Market Dynamics 23:52 - The Role of AI in Crypto Trading 29:13 - Investment Framework for Crypto Investors 31:07 - Finding Promising Crypto Projects 33:04 - Emerging Technologies in Web3 and AI 35:32 - Real World Assets and Decentralized Finance 36:59 - Finding Alpha with Token Metrics 42:43 - Conclusion

Token Metrics

21,891 просмотров • 1 год назад

DROPS E31: Dr K.quai⚡💵 co-founder and CTO of Quai Network ⚡️💵: Proof of Work Is Not Dead We dive deep into why 99% of crypto has drifted from the original cypherpunk ethos, how proof-of-work is far from dead, and why building for your mom might be the real key to global adoption. We talk about: - Why most of crypto is "irredeemable" and how we get back to true P2P electronic cash - The "energy dollar" - Qi - and how tying money to electricity could preserve purchasing power - SOAP: Quai’s merge-mining flywheel designed to capture hash rate and bootstrap growth - Why the future of digital money comes down to freedom vs. control - Why Bitcoin is digital gold but behaves like a tech stock And much more…. Timestamps: 0:00 - Introduction 1:47 - Crypto in 2026 3:26 - Fixing Bad Crypto 5:29 - Who is Karl Kreder? 6:20 - Scalability of Blockchain 10:23 - Fix the money, Fix the world 12:14 - Journey in ConsenSys 15:02 - Credit Cards vs Crypto 19:38 - What is Quai? 22:10 - Energy Dollar 24:47 - Money is energy 29:47 - Proof of Work (PoW) still matters 32:34 - Proof of Entropy Minima (PoEM) 37:00 - Rocket Chips 38:45 - Problem with Quai 41:43 - Why Hash rate matters 45:01 - SOAP upgrade 46:48 - End goal of Quai 51:18 - Conclusion
54:27

DROPS E31: Dr K.quai⚡💵 co-founder and CTO of Quai Network ⚡️💵: Proof of Work Is Not Dead We dive deep into why 99% of crypto has drifted from the original cypherpunk ethos, how proof-of-work is far from dead, and why building for your mom might be the real key to global adoption. We talk about: - Why most of crypto is "irredeemable" and how we get back to true P2P electronic cash - The "energy dollar" - Qi - and how tying money to electricity could preserve purchasing power - SOAP: Quai’s merge-mining flywheel designed to capture hash rate and bootstrap growth - Why the future of digital money comes down to freedom vs. control - Why Bitcoin is digital gold but behaves like a tech stock And much more…. Timestamps: 0:00 - Introduction 1:47 - Crypto in 2026 3:26 - Fixing Bad Crypto 5:29 - Who is Karl Kreder? 6:20 - Scalability of Blockchain 10:23 - Fix the money, Fix the world 12:14 - Journey in ConsenSys 15:02 - Credit Cards vs Crypto 19:38 - What is Quai? 22:10 - Energy Dollar 24:47 - Money is energy 29:47 - Proof of Work (PoW) still matters 32:34 - Proof of Entropy Minima (PoEM) 37:00 - Rocket Chips 38:45 - Problem with Quai 41:43 - Why Hash rate matters 45:01 - SOAP upgrade 46:48 - End goal of Quai 51:18 - Conclusion

MR SHIFT 🦁

39,263 просмотров • 5 месяцев назад

"I used to be a bitcoiner. The transition to a new store of value only happens once every 3,000 years. That's the main prize -- just focus on that. But [security] is the criteria that ultimately convinced me to flip from Bitcoin to ETH." "I have a higher degree of certainty that Ethereum will be around longer [than Bitcoin]. The reason for that is because Bitcoin relies on proof-of-work, which is less efficient than proof-of-stake and doesn't scale with the value of the network. And as the block subsidy of Bitcoin halves every four years, it is increasingly becoming more and more reliant on transaction fees to fund the security budget paid to miners." "If you look at [Bitcoin's] security budget right now, about 0.6% of revenue to miners is transaction fees... The problem with that is if Bitcoin becomes 'digital gold', flips gold, and becomes a $30 trillion asset, but it only costs $10-20 billion to attack it, that's too asymmetric." "You want the security budget to scale with the market cap, similar to how countries spend a % of their GDP on defense. The more valuable something is, the more you need to spend to protect it." "Ethereum, with the Merge, migrated to proof-of-stake, which is fundamentally more secure because it's less reliant on transaction fees and it scales with the value of the network. If 1/3rd of ETH is staked and then you need 1/3rd of those ETH to censor the network, you're looking at roughly 10% of the total market cap as the cost to attack the network." "So if Ethereum flips Bitcoin and gold and becomes a $30 trillion asset, it'll cost ~$3 trillion to attack the Ethereum network versus Bitcoin at like $10 billion." "The other aspect here is that as AI hyperscalers invest more and more in AI, proof-of-work becomes increasingly vulnerable because the cost to attack the Bitcoin network is starting to look close to the quarterly CapEx these hyperscalers are spending on their data centers." Full interview on Bankless with Vivek Raman discussing the new Etherealize "Productive Money" report below.
2:34

"I used to be a bitcoiner. The transition to a new store of value only happens once every 3,000 years. That's the main prize -- just focus on that. But [security] is the criteria that ultimately convinced me to flip from Bitcoin to ETH." "I have a higher degree of certainty that Ethereum will be around longer [than Bitcoin]. The reason for that is because Bitcoin relies on proof-of-work, which is less efficient than proof-of-stake and doesn't scale with the value of the network. And as the block subsidy of Bitcoin halves every four years, it is increasingly becoming more and more reliant on transaction fees to fund the security budget paid to miners." "If you look at [Bitcoin's] security budget right now, about 0.6% of revenue to miners is transaction fees... The problem with that is if Bitcoin becomes 'digital gold', flips gold, and becomes a $30 trillion asset, but it only costs $10-20 billion to attack it, that's too asymmetric." "You want the security budget to scale with the market cap, similar to how countries spend a % of their GDP on defense. The more valuable something is, the more you need to spend to protect it." "Ethereum, with the Merge, migrated to proof-of-stake, which is fundamentally more secure because it's less reliant on transaction fees and it scales with the value of the network. If 1/3rd of ETH is staked and then you need 1/3rd of those ETH to censor the network, you're looking at roughly 10% of the total market cap as the cost to attack the network." "So if Ethereum flips Bitcoin and gold and becomes a $30 trillion asset, it'll cost ~$3 trillion to attack the Ethereum network versus Bitcoin at like $10 billion." "The other aspect here is that as AI hyperscalers invest more and more in AI, proof-of-work becomes increasingly vulnerable because the cost to attack the Bitcoin network is starting to look close to the quarterly CapEx these hyperscalers are spending on their data centers." Full interview on Bankless with Vivek Raman discussing the new Etherealize "Productive Money" report below.

Michael McGuiness

120,456 просмотров • 3 месяцев назад