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Today on MCG $P0 | p0 Systems w/SerPepe P0 is building the operating system for creators... Highlights from our second convo with Cory: 01:21 - Cory is back 03:16 - The scale claim 04:40 - Bedrock Foundation incorporation 06:33 - Enables USDC staking from revenue, requires the legal structure...

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MCG

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31,314 Aufrufe • vor 1 Monat •via X (Twitter)

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Today on MCG $AgenC | AGENC w/tetsuo acidburn AgenC is building the rails for agent work on Solana Highlights from our convo: 02:24 - The pitch 05:23 - C programming language, 600K+ lines built around Grok from the last cycle 07:02 - The team behind $AgenC 08:16 - Where the $250K in funding is going 09:58 - The core loop 11:36 - Live traction 15:00 - The TAM framing 16:52 - The one-person-company thesis 23:06 - The hardware play 37:48 - Business model: 5% protocol fee on each completed task, rest split worker/operator/referrer 41:44 - Token mechanics: buybacks and locks, a percentage of protocol fees flow back, "add value, don't extract"
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Today on MCG $AgenC | AGENC w/tetsuo acidburn AgenC is building the rails for agent work on Solana Highlights from our convo: 02:24 - The pitch 05:23 - C programming language, 600K+ lines built around Grok from the last cycle 07:02 - The team behind $AgenC 08:16 - Where the $250K in funding is going 09:58 - The core loop 11:36 - Live traction 15:00 - The TAM framing 16:52 - The one-person-company thesis 23:06 - The hardware play 37:48 - Business model: 5% protocol fee on each completed task, rest split worker/operator/referrer 41:44 - Token mechanics: buybacks and locks, a percentage of protocol fees flow back, "add value, don't extract"

MCG

15,778 Aufrufe • vor 1 Monat

Updated: Vocals & Rap - #성화 #Seonghwa 00:00 Still Here 00:15 Wonderland 00:36 Halazia 00:47 Answer 01:21 Cyberpunk 01:27 Wave 01:37 Utopia 01:50 My Way 02:00 With U 02:16 Be With You 02:54 Star 1117 03:21 Turbulence (야간비행) 03:39 Days 04:26 Promise 04:38 Fever 04:54 Sunrise 05:19 Mist 05:43 Take Me Home 06:11 Better 06:34 All About You 06:43 Aurora 06:55 Blue Summer 07:23 Diamond 07:46 Time Of Love 07:58 Stay 08:07 Desire 08:21 WDIG 08:28 New World 08:35 Dreamers 08:53 Not Too Late 09:03 The Letter 09:19 One Day At A Time 09:28 Dazzling Light 09:40 Light 09:50 The Ring 10:04 Paradigm 10:18 This World 10:38 Bouncy 10:51 Not Okay 11:15 The King 11:23 Inception 11:52 Fireworks 12:03 Limitless 12:19 Precious 12:28 Rocky 12:41 Let’s Get Together 13:07 White Love 13:17 The Leaders 13:27 Crazy Form 13:43 Arriba 13:57 Silver Light 14:06 Dreamy Day 14:26 Matz 15:15 Outlaw 15:23 Twilight 15:31 Dune 15:38 Hala Hala 15:43 Deja Vu 15:50 Horizon 15:54 Say My Name 15:57 Sector 1 16:02 Good Lil Boy 16:09 Don’t Stop 16:12 Still Here (Acoustic Ver) 16:19 Siren 16:31 Guerrilla 16:45 We Know 17:00 Empty Box 17:28 Wake Up 17:40 Dancing Like Butterfly Wings 17:49 Work 18:09 Thanxx 18:26 If Without U 18:45 Shaboom 19:01 Outlaw 19:18 Treasure 19:33 Eternal Sunshine 20:03 Django 20:31 Turbulence Japanese Ver. 20:55 Blind 21:16 Pirate King 21:24 Forevermore 22:00 Birthday 22:11 Deep Dive 22:26 Ice On My Teeth 22:50 Man On Fire 23:10 Selfish Waltz 23:25 Enough
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Updated: Vocals & Rap - #성화 #Seonghwa 00:00 Still Here 00:15 Wonderland 00:36 Halazia 00:47 Answer 01:21 Cyberpunk 01:27 Wave 01:37 Utopia 01:50 My Way 02:00 With U 02:16 Be With You 02:54 Star 1117 03:21 Turbulence (야간비행) 03:39 Days 04:26 Promise 04:38 Fever 04:54 Sunrise 05:19 Mist 05:43 Take Me Home 06:11 Better 06:34 All About You 06:43 Aurora 06:55 Blue Summer 07:23 Diamond 07:46 Time Of Love 07:58 Stay 08:07 Desire 08:21 WDIG 08:28 New World 08:35 Dreamers 08:53 Not Too Late 09:03 The Letter 09:19 One Day At A Time 09:28 Dazzling Light 09:40 Light 09:50 The Ring 10:04 Paradigm 10:18 This World 10:38 Bouncy 10:51 Not Okay 11:15 The King 11:23 Inception 11:52 Fireworks 12:03 Limitless 12:19 Precious 12:28 Rocky 12:41 Let’s Get Together 13:07 White Love 13:17 The Leaders 13:27 Crazy Form 13:43 Arriba 13:57 Silver Light 14:06 Dreamy Day 14:26 Matz 15:15 Outlaw 15:23 Twilight 15:31 Dune 15:38 Hala Hala 15:43 Deja Vu 15:50 Horizon 15:54 Say My Name 15:57 Sector 1 16:02 Good Lil Boy 16:09 Don’t Stop 16:12 Still Here (Acoustic Ver) 16:19 Siren 16:31 Guerrilla 16:45 We Know 17:00 Empty Box 17:28 Wake Up 17:40 Dancing Like Butterfly Wings 17:49 Work 18:09 Thanxx 18:26 If Without U 18:45 Shaboom 19:01 Outlaw 19:18 Treasure 19:33 Eternal Sunshine 20:03 Django 20:31 Turbulence Japanese Ver. 20:55 Blind 21:16 Pirate King 21:24 Forevermore 22:00 Birthday 22:11 Deep Dive 22:26 Ice On My Teeth 22:50 Man On Fire 23:10 Selfish Waltz 23:25 Enough

Hwanakin

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The Fall-Off by J. Cole but it's just my voice 1. 29 Intro - 0:00 2. Two Six - 0:57 3. SAFETY - 4:13 4. Run a Train (Future) - 9:31 5. Poor Thang - 13:30 6. Legacy (PJ) - 18:20 7. Bunce Road Blues (Future, Tems) - 22:15 8. WHO TF IZ U - 27:24 9. Drum n Bass - 31:59 10. The Let Out - 36:14 11. Bombs in the Ville - 40:27 11. (Part 2) Hit The Gas - 41:52 12. Lonely at the Top (Bonus) - 44:31 13. 39 Intro - 47:49 13. (Part 2) 39 Intro Part 2 - 50:41 14. The Fall-Off Is Inevitable - 53:53 15. The Villest - 56:50 16. Old Dog - 1:01:19 17. Life Sentence - 1:04:40 18. Only You - 1:08:52 19. Man Up Above - 1:13:38 20. I Love Her Again - 1:18:33 21. What If - 1:24:03 22. Quik Stop - 1:29:20 23. and the whole world is the ville - 1:33:41 24. Ocean Way (Bonus) - 1:38:12
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The Fall-Off by J. Cole but it's just my voice 1. 29 Intro - 0:00 2. Two Six - 0:57 3. SAFETY - 4:13 4. Run a Train (Future) - 9:31 5. Poor Thang - 13:30 6. Legacy (PJ) - 18:20 7. Bunce Road Blues (Future, Tems) - 22:15 8. WHO TF IZ U - 27:24 9. Drum n Bass - 31:59 10. The Let Out - 36:14 11. Bombs in the Ville - 40:27 11. (Part 2) Hit The Gas - 41:52 12. Lonely at the Top (Bonus) - 44:31 13. 39 Intro - 47:49 13. (Part 2) 39 Intro Part 2 - 50:41 14. The Fall-Off Is Inevitable - 53:53 15. The Villest - 56:50 16. Old Dog - 1:01:19 17. Life Sentence - 1:04:40 18. Only You - 1:08:52 19. Man Up Above - 1:13:38 20. I Love Her Again - 1:18:33 21. What If - 1:24:03 22. Quik Stop - 1:29:20 23. and the whole world is the ville - 1:33:41 24. Ocean Way (Bonus) - 1:38:12

Spectre

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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
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Matt Turck

70,916 Aufrufe • vor 2 Monaten

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#명재현 댄스 챌린지 모음 zip 00:00 Candy 00:26 특 00:51 # menow 01:20 최애의 아이 01:36 NIGHT DANCER 01:57 Seven 02:21 Cream Soda 02:47 RINDAMAN 03:23 In Bloom 03:41 ALOHA 04:12 해금 04:29 Killin' Me Good 04:56 Bubble 05:19 블루체크 05:36 Ready or Not 05:49 Perfume 06:04 겐토 06:29 ビートDEトーヒ 07:00 3D 07:41 Worth It 07:52 B.O.M.B 08:28 첫 눈 08:43 War Cry 08:58 Perfect Night 09:37 Like I Do 09:48 Honey 10:05 DASH 10:27 Standing Next To You 10:46 Hype Boy 11:13 첫 만남은 계획대로 되지 않아 11:41 사랑스러워 12:07 때깔 12:22 Legit 12:51 Water 13:04 Two of Hearts 13:12 EASY 13:32 Smoke Remix 14:09 TAP 14:46 Martini Blue 15:03 BODY 15:26 PICK IT UP 15:41 LIGHTHOUSE 16:00 EENIE MEENIE 16:22 Nectar 16:45 C'est La Vie 17:07 쩔어 17:26 꿈빛 파티시엘 17:56 Impossible 18:14 포켓몬 18:29 SWEAT 18:51 빠나나날라 19:41 SPOT! 20:05 포철고 20:28 빛 20:56 MAESTRO 21:21 Girls Never Die 21:45 KICK IT 22:12 Armageddon 22:39 Taxi Blurr 23:00 Nothin' on You 23:20 Feel the POP 23:39 Shooting Star 24:00 진격의 방탄 24:16 ZOMBIE 24:30 LIKE THAT 24:45 ABCD 25:01 Boom Boom Bass 25:16 Yo Bunny 25:31 BADVILLAIN 25:51 올드스쿨 뉴스쿨 26:08 Supernatural 26:31 How Sweet 27:08 내일에서 기다릴게 27:31 Peaches 27:46 GOOD SO BAD 28:13 별별별 28:41 CRAZY 29:03 슈퍼슈퍼 29:32 껌 29:52 I Need A Girl 30:14 SAD SONG 30:32 네모네모 30:51 옴브리뉴 31:12 반가워, 나의 첫사랑 31:33 혀끝 32:00 Hit the Floor 32:16 기억사탕 32:34 Cherish

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27,798 Aufrufe • vor 5 Monaten

.Eric Jang is spearheading AI at 1X. Eric believes 1X is on the path to becoming an AGI company — not just a robotics company. I sat down with him at 1X’s new Palo Alto office to discuss the key AI building blocks needed to bring humanoid robots into homes at scale. 00:00 Eric Jang joins Humanoid Hub 00:27 Move to Palo Alto 01:02 Why 1X targets the home 02:01 The AGI company 02:49 Redwood AI overview 04:01 Unified control, modular stack 06:07 Data labeling at scale 07:10 RL mobility update for NEO 10:03 GPU and onboard compute 11:09 World model explained 13:34 Trusting world models for evaluation 15:05 Synthetic data generation 16:30 A world model Turing Test 17:41 RL in manipulation 20:08 Lessons from early NEO deployments 21:00 Full autonomy 22:18 1X’s unique edge in AI 24:02 Eric asks Devang a question
26:53

.Eric Jang is spearheading AI at 1X. Eric believes 1X is on the path to becoming an AGI company — not just a robotics company. I sat down with him at 1X’s new Palo Alto office to discuss the key AI building blocks needed to bring humanoid robots into homes at scale. 00:00 Eric Jang joins Humanoid Hub 00:27 Move to Palo Alto 01:02 Why 1X targets the home 02:01 The AGI company 02:49 Redwood AI overview 04:01 Unified control, modular stack 06:07 Data labeling at scale 07:10 RL mobility update for NEO 10:03 GPU and onboard compute 11:09 World model explained 13:34 Trusting world models for evaluation 15:05 Synthetic data generation 16:30 A world model Turing Test 17:41 RL in manipulation 20:08 Lessons from early NEO deployments 21:00 Full autonomy 22:18 1X’s unique edge in AI 24:02 Eric asks Devang a question

The Humanoid Hub

96,465 Aufrufe • vor 1 Jahr

Full Printr interview w/Fed 03:08 - Meet Fed 03:40 - True pioneers in combining tokens and chains 05:23 - What were the pain points that led to building Printr? 06:50 - How did Printr amass so much support? 07:44 - What makes Printr fundamentally different 09:34 - Staking as a signal of belief in a project 11:10 - Creators can set custom fees 11:41 - 180 day breakdown 14:28 - Long term vision 19:36 - The most intuitive token creation flows in the space 21:22 - V1 recap 23:24 - Cross-chain tokens explained 23:41 - Two tokens connected by the same bridge infrastructure 27:27 - V2 just rolled out... what changed? 29:12 - Airdrop 🚨 29:40 - How Printr sees launchpads 33:31 - The HyperLiquid team comparison 36:32 - Backed by Bybit Ventures 37:39 - The $PRINT token 40:17 - A live look at the numbers 40:40 - Connected to Trojan 41:00 - Permissionless platform 45:30 - Takeaways
50:25

Full Printr interview w/Fed 03:08 - Meet Fed 03:40 - True pioneers in combining tokens and chains 05:23 - What were the pain points that led to building Printr? 06:50 - How did Printr amass so much support? 07:44 - What makes Printr fundamentally different 09:34 - Staking as a signal of belief in a project 11:10 - Creators can set custom fees 11:41 - 180 day breakdown 14:28 - Long term vision 19:36 - The most intuitive token creation flows in the space 21:22 - V1 recap 23:24 - Cross-chain tokens explained 23:41 - Two tokens connected by the same bridge infrastructure 27:27 - V2 just rolled out... what changed? 29:12 - Airdrop 🚨 29:40 - How Printr sees launchpads 33:31 - The HyperLiquid team comparison 36:32 - Backed by Bybit Ventures 37:39 - The $PRINT token 40:17 - A live look at the numbers 40:40 - Connected to Trojan 41:00 - Permissionless platform 45:30 - Takeaways

MCG

62,197 Aufrufe • vor 4 Monaten

Today on MCG p0 Systems | solana:HmTi3CQfKfXWbn1tNoiAxH7GzMV7L3tDAmPWabZEBAGS (Protocol Zero) is a platform that empowers creators, developers, and entrepreneurs to build, deploy, and monetize web applications and digital assets on Solana-without writing a single line of code They are actively dominating the OpenRouter leaderboard Key topics include: 02:23 - The China moat 04:31 - Why open source wins 09:08 - The silent pivot from agent launchpad to inference gateway 09:24 - The real growth hack 15:24 - The numbers 20:57 - Why Chinese labs give free inference 22:55 - The wholesale margin 24:23 - Self-host on owned GPUs, then become an AI lab 42:46 - Raised $319K fully non-dilutive through grants, no equity sold 53:37 - How to gauge inference projects
58:15

Today on MCG p0 Systems | solana:HmTi3CQfKfXWbn1tNoiAxH7GzMV7L3tDAmPWabZEBAGS (Protocol Zero) is a platform that empowers creators, developers, and entrepreneurs to build, deploy, and monetize web applications and digital assets on Solana-without writing a single line of code They are actively dominating the OpenRouter leaderboard Key topics include: 02:23 - The China moat 04:31 - Why open source wins 09:08 - The silent pivot from agent launchpad to inference gateway 09:24 - The real growth hack 15:24 - The numbers 20:57 - Why Chinese labs give free inference 22:55 - The wholesale margin 24:23 - Self-host on owned GPUs, then become an AI lab 42:46 - Raised $319K fully non-dilutive through grants, no equity sold 53:37 - How to gauge inference projects

MCG

50,319 Aufrufe • vor 1 Monat

춤 챌린지 모음 #윈터 #WINTER 00:00 Kick Back 00:17 Weekend 00:38 Second 01:02 Sparkling 01:23 Sneakers 01:35 Candy 01:55 야야야 02:08 Unforgiven 02:25 Movie Star 02:34 이프푸 02:55 Hard 03:20 최애의 아이 03:37 Vujade 03:53 It is what it is 04:06 Get A Guitar 04:16 INVITATION 04:25 Guilty 05:10 Fact Check 05:34 Maniac 05:56 WOP 06:13 Chill Kill 06:34 Trance x I Know 06:45 Sweet Venom 07:03 Siren 07:16 Hot & Cold 07:41 Rockin' Around The Pole Again 08:03 Underneath the Tree 08:21 Be There For Me 08:42 뭣 같아 08:54 UNTOUCHABLE 09:09 Two Of Hearts 09:19 Boyfriend 09:42 Nee, 09:59 움파룸파 10:17 사랑스러워 10:38 Like I Do 10:53 Like I Do (골댕이ver.) 11:08 민정이가 저장해놓은.. 11:29 갈매기.. 11:45 날 바라바라봐 12:01 GGB 12:12 홀씨 12:56 시나모롤 13:10 띵띵땅땅 13:26 EENIE MEENIE 13:47 How Sweet
14:25

춤 챌린지 모음 #윈터 #WINTER 00:00 Kick Back 00:17 Weekend 00:38 Second 01:02 Sparkling 01:23 Sneakers 01:35 Candy 01:55 야야야 02:08 Unforgiven 02:25 Movie Star 02:34 이프푸 02:55 Hard 03:20 최애의 아이 03:37 Vujade 03:53 It is what it is 04:06 Get A Guitar 04:16 INVITATION 04:25 Guilty 05:10 Fact Check 05:34 Maniac 05:56 WOP 06:13 Chill Kill 06:34 Trance x I Know 06:45 Sweet Venom 07:03 Siren 07:16 Hot & Cold 07:41 Rockin' Around The Pole Again 08:03 Underneath the Tree 08:21 Be There For Me 08:42 뭣 같아 08:54 UNTOUCHABLE 09:09 Two Of Hearts 09:19 Boyfriend 09:42 Nee, 09:59 움파룸파 10:17 사랑스러워 10:38 Like I Do 10:53 Like I Do (골댕이ver.) 11:08 민정이가 저장해놓은.. 11:29 갈매기.. 11:45 날 바라바라봐 12:01 GGB 12:12 홀씨 12:56 시나모롤 13:10 띵띵땅땅 13:26 EENIE MEENIE 13:47 How Sweet

취향의 윈터

390,042 Aufrufe • vor 2 Jahren

New Episode with the one & only Moxie Marlinspike Marlinspike, founder of Signal. Recorded in the ocean, on a floating sauna, that he built alone. TIMESTAMPS - 00:00 Intro 01:09 Building Physical World Projects Centered on Experiences 07:43 Tales from Hitchhiking 15:04 The Birth of Signal 22:23 Privacy 31:21 Introducing Confer: Private AI Chat 37:17 What is Developer Responsibility w/ AI 38:21 Historical Perspective on Encryption 39:15 Skepticism Towards Crypto 41:24 The Impact of Self-Publishing and Cancel Culture 44:01 Imagining MoxieLand 49:41 Why Do Conspiracy Theories Exist 58:00 Signal Gate 1:02:30 Limits of Solo Ambitions 1:05:09 Solving Aging 1:09:00 Moxie’s Next Physical World Project
1:13:18

New Episode with the one & only Moxie Marlinspike Marlinspike, founder of Signal. Recorded in the ocean, on a floating sauna, that he built alone. TIMESTAMPS - 00:00 Intro 01:09 Building Physical World Projects Centered on Experiences 07:43 Tales from Hitchhiking 15:04 The Birth of Signal 22:23 Privacy 31:21 Introducing Confer: Private AI Chat 37:17 What is Developer Responsibility w/ AI 38:21 Historical Perspective on Encryption 39:15 Skepticism Towards Crypto 41:24 The Impact of Self-Publishing and Cancel Culture 44:01 Imagining MoxieLand 49:41 Why Do Conspiracy Theories Exist 58:00 Signal Gate 1:02:30 Limits of Solo Ambitions 1:05:09 Solving Aging 1:09:00 Moxie’s Next Physical World Project

Sabrina Halper

24,498 Aufrufe • vor 7 Monaten

Today on MCG: Yannik Schrade |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 |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

61,038 Aufrufe • vor 3 Monaten

The State of Digital Asset Investing in 2026 (What’s Changed) with Mike Dudas of 6MV. Timestamps: 00:00 Intro 01:06 Why Now For VC 03:00 Founders Lack Confidence 05:30 Where Flows Are Going 07:22 Alien Ideas Still Win 09:03 RWA Investing Paralysis 10:23 Pumpfun & Hyperliquid 13:05 Fundamentals Not Rewarded 15:28 Consumer Onchain Thesis 16:35 MegaETH & Base 19:10 Plasma, Arc, Tempo Thesis 21:18 Agent Payments Changing 23:00 General Purpose Chain Risk 24:45 Circle vs. Tether 29:04 New Stablecoins 31:20 Stablecoin Issuers: M0 & Bridge 34:16 Kraken & Paxos IPO 36:08 AI IPOs As A Signal 38:57 Why Prices Hold 41:30 Vaults & Risk Management 44:00 What Comes Next
45:40

The State of Digital Asset Investing in 2026 (What’s Changed) with Mike Dudas of 6MV. Timestamps: 00:00 Intro 01:06 Why Now For VC 03:00 Founders Lack Confidence 05:30 Where Flows Are Going 07:22 Alien Ideas Still Win 09:03 RWA Investing Paralysis 10:23 Pumpfun & Hyperliquid 13:05 Fundamentals Not Rewarded 15:28 Consumer Onchain Thesis 16:35 MegaETH & Base 19:10 Plasma, Arc, Tempo Thesis 21:18 Agent Payments Changing 23:00 General Purpose Chain Risk 24:45 Circle vs. Tether 29:04 New Stablecoins 31:20 Stablecoin Issuers: M0 & Bridge 34:16 Kraken & Paxos IPO 36:08 AI IPOs As A Signal 38:57 Why Prices Hold 41:30 Vaults & Risk Management 44:00 What Comes Next

The Rollup

23,264 Aufrufe • vor 4 Monaten

Anthropic co-founder Jared Kaplan on scaling and the road to human-level AI. At AI Startup School in San Francisco. 00:17 - From Physics to AI 01:41 - Initial Skepticism and Shift to AI 02:12 - AI Training Phases 02:32 - Pre-Training 03:16 - Reinforcement Learning 04:19 - Scaling Laws in Training 08:19 - Unlocking AI Capabilities 11:27 - Organizational Knowledge and Memory 12:19 - Oversight and Nuanced Tasks 13:38 - Preparing for the Future 15:48 - Claude 4 and Beyond 21:18 - Human-AI Collaboration 29:50 - Scaling Laws and Compute Efficiency 35:26 - Audience Q&A
40:47

Anthropic co-founder Jared Kaplan on scaling and the road to human-level AI. At AI Startup School in San Francisco. 00:17 - From Physics to AI 01:41 - Initial Skepticism and Shift to AI 02:12 - AI Training Phases 02:32 - Pre-Training 03:16 - Reinforcement Learning 04:19 - Scaling Laws in Training 08:19 - Unlocking AI Capabilities 11:27 - Organizational Knowledge and Memory 12:19 - Oversight and Nuanced Tasks 13:38 - Preparing for the Future 15:48 - Claude 4 and Beyond 21:18 - Human-AI Collaboration 29:50 - Scaling Laws and Compute Efficiency 35:26 - Audience Q&A

Y Combinator

116,444 Aufrufe • vor 1 Jahr

Full interview w/Pop Punk 🇺🇸 01:05 - Founder background 01:34 - Pumpcade lore 03:15 - "Trenchifying" prediction markets 04:35 - Hackathon win and Pump.fun's support 06:40 - Advice to crypto founders 09:10 - Tokenized startups are the future 09:58 - Future of the token and common misconceptions 11:48 - VC pullback 14:08 - Token utility 17:19 - Preseed raise ($1m) 18:30 - The pitch 20:15 - Building on Solana (Solana_devs) 21:35 - Hiring talent (Steve + gnar) 23:00 - Platform redesign 24:00 - GTM & competition 26:00 - Infrastructure revamp 27:50 - User base and stats 29:58 - Tokenomics 31:00 - Fee & revenue model 31:35 - TAM 32:00 - Web2 native 35:25 - Inspo 37: 51 - Permissionless markets 43:00 - A thank you to the early supporters 43:15 - What's to come
45:32

Full interview w/Pop Punk 🇺🇸 01:05 - Founder background 01:34 - Pumpcade lore 03:15 - "Trenchifying" prediction markets 04:35 - Hackathon win and Pump.fun's support 06:40 - Advice to crypto founders 09:10 - Tokenized startups are the future 09:58 - Future of the token and common misconceptions 11:48 - VC pullback 14:08 - Token utility 17:19 - Preseed raise ($1m) 18:30 - The pitch 20:15 - Building on Solana (Solana_devs) 21:35 - Hiring talent (Steve + gnar) 23:00 - Platform redesign 24:00 - GTM & competition 26:00 - Infrastructure revamp 27:50 - User base and stats 29:58 - Tokenomics 31:00 - Fee & revenue model 31:35 - TAM 32:00 - Web2 native 35:25 - Inspo 37: 51 - Permissionless markets 43:00 - A thank you to the early supporters 43:15 - What's to come

MCG

22,082 Aufrufe • vor 5 Monaten

Today on MCG $CRED | Credible w/Shrii Credible is a global payments business growing 29% MoM and generating $3.5M per year in run rate revenue. As of this post, they've raised $17.5M through MetaDAO, ~9x oversubscribed! Highlights from our wild interview: 00:46 - The raise oversubscribed within 3 minutes (live on stream) 03:21 - Team background 05:27 - The false start 07:00 - Organic pivot 07:57 - $800M+ in total volume, 1.8M in gross revenue since September 08:44 - 29% month-on-month for six months, 32M in December to $146M in June 09:11 - Where the volume comes from 10:14 - The wedge 11:14 - The model + mechanics 17:35 - Economics 31:53 - "We aim for Stripe, but for modern businesses" (prediction markets, stablecoin fintechs, gaming, creator apps) 36:33 - Identity 38:25 - The Solana story 41:42 - Net revenue accrues to the treasury instead of drawing out monthly
48:54

Today on MCG $CRED | Credible w/Shrii Credible is a global payments business growing 29% MoM and generating $3.5M per year in run rate revenue. As of this post, they've raised $17.5M through MetaDAO, ~9x oversubscribed! Highlights from our wild interview: 00:46 - The raise oversubscribed within 3 minutes (live on stream) 03:21 - Team background 05:27 - The false start 07:00 - Organic pivot 07:57 - $800M+ in total volume, 1.8M in gross revenue since September 08:44 - 29% month-on-month for six months, 32M in December to $146M in June 09:11 - Where the volume comes from 10:14 - The wedge 11:14 - The model + mechanics 17:35 - Economics 31:53 - "We aim for Stripe, but for modern businesses" (prediction markets, stablecoin fintechs, gaming, creator apps) 36:33 - Identity 38:25 - The Solana story 41:42 - Net revenue accrues to the treasury instead of drawing out monthly

MCG

26,909 Aufrufe • vor 1 Monat

This week on The Arena, the America First Legal team breaks down the woke education pipeline, invasive school surveys, the “privacy” excuse, and whether boys have a right to girls’ bathrooms. 00:00 - Intro 00:58 - This Episode Is for Parents 02:47 - Meet the AFL Panel 03:22 - Is Any of This Shocking? 03:59 - Schools Defying the Supreme Court 04:52 - Do Parents Have a Role? 05:14 - The Woke Education Pipeline 06:35 - Invasive School Surveys 07:41 - Teachers Who Want to Be Friends 08:44 - Where Did These Policies Come From? 10:28 - The Contraception Question 13:07 - Blackstone’s Three Parental Duties 14:16 - FERPA and the Two-Book System 15:25 - What Are Schools Afraid Of? 16:27 - Title IX Means Biological Sex 17:30 - Do Boys Have a Right to Girls’ Bathrooms? 19:43 - The Loving v. Virginia Parallel 20:49 - Hypothetical: A Boy in Your Daughter’s Bathroom 22:00 - Mahmoud v. Taylor and the Right to Opt Out 24:41 - The Privacy Excuse 25:21 - Situations Parents Are Facing 26:22 - Notice Would Break the System 29:49 - Making a Paper Trail 30:11 - Parents Aren’t Afraid Anymore 31:39 - California’s AB 1955 32:27 - The Spiritual Scales Are Falling 33:50 - Suing Individual Teachers 35:18 - States Can Strip Qualified Immunity 37:06 - The Future of Grimm v. Gloucester 39:30 - BPJ, Sports, and Locker Rooms 40:59 - You Are Not Alone 42:41 - Bad Legal Take: A Boy Is a Boy 46:02 - Bad Legal Take: The Privacy Argument 47:43 - Outro
48:35

This week on The Arena, the America First Legal team breaks down the woke education pipeline, invasive school surveys, the “privacy” excuse, and whether boys have a right to girls’ bathrooms. 00:00 - Intro 00:58 - This Episode Is for Parents 02:47 - Meet the AFL Panel 03:22 - Is Any of This Shocking? 03:59 - Schools Defying the Supreme Court 04:52 - Do Parents Have a Role? 05:14 - The Woke Education Pipeline 06:35 - Invasive School Surveys 07:41 - Teachers Who Want to Be Friends 08:44 - Where Did These Policies Come From? 10:28 - The Contraception Question 13:07 - Blackstone’s Three Parental Duties 14:16 - FERPA and the Two-Book System 15:25 - What Are Schools Afraid Of? 16:27 - Title IX Means Biological Sex 17:30 - Do Boys Have a Right to Girls’ Bathrooms? 19:43 - The Loving v. Virginia Parallel 20:49 - Hypothetical: A Boy in Your Daughter’s Bathroom 22:00 - Mahmoud v. Taylor and the Right to Opt Out 24:41 - The Privacy Excuse 25:21 - Situations Parents Are Facing 26:22 - Notice Would Break the System 29:49 - Making a Paper Trail 30:11 - Parents Aren’t Afraid Anymore 31:39 - California’s AB 1955 32:27 - The Spiritual Scales Are Falling 33:50 - Suing Individual Teachers 35:18 - States Can Strip Qualified Immunity 37:06 - The Future of Grimm v. Gloucester 39:30 - BPJ, Sports, and Locker Rooms 40:59 - You Are Not Alone 42:41 - Bad Legal Take: A Boy Is a Boy 46:02 - Bad Legal Take: The Privacy Argument 47:43 - Outro

The Arena America First Legal

409,202 Aufrufe • vor 25 Tagen

Bitcoin Has All the Good News… So Why Isn’t It Going Up? w/ The Wolf Of All Streets If $BTC being sideways makes you miserable, here’s the uncomfortable question: Do you believe in the asset, or were you just waiting for price to go up? Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:19 – Crypto Market Stability Shift 03:31 – Is Crypto a Macro Afterthought? 07:43 – Did Scott Expect This Market? 09:09 – Expectations vs Market Reality 11:30 – Crypto’s Biggest Misconception 13:20 – Finding Market Bottoms 17:18 – Bridge 17:41 – Reserve 18:07 – Building a Crypto Portfolio 22:47 – Scott on Altcoins 26:00 – Investing Beyond Crypto 28:07 – Chainlink 28:27 – Re-Examining Conviction 33:14 – China & Japan Liquidity Risks
36:26

Bitcoin Has All the Good News… So Why Isn’t It Going Up? w/ The Wolf Of All Streets If $BTC being sideways makes you miserable, here’s the uncomfortable question: Do you believe in the asset, or were you just waiting for price to go up? Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:19 – Crypto Market Stability Shift 03:31 – Is Crypto a Macro Afterthought? 07:43 – Did Scott Expect This Market? 09:09 – Expectations vs Market Reality 11:30 – Crypto’s Biggest Misconception 13:20 – Finding Market Bottoms 17:18 – Bridge 17:41 – Reserve 18:07 – Building a Crypto Portfolio 22:47 – Scott on Altcoins 26:00 – Investing Beyond Crypto 28:07 – Chainlink 28:27 – Re-Examining Conviction 33:14 – China & Japan Liquidity Risks

Milk Road

13,118 Aufrufe • vor 8 Monaten