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“We really try to avoid non-player characters (when recruiting) - people who just go through life as if they’re on a stream and they have no agency over themselves.” Will Bryk. Co-founder and CEO of Exa. The founder who listens to the Mission Impossible soundtrack every morning, and finds... more inspiration in fictional superheroes than real-life ones, on how he’s building the company powering the internet of agents. Knuckle Up ↓ In this conversation with Will: 00:00 Who is Will Bryk? 01:49 Why do agents need a different search engine than humans? 02:53 How can an independent search company survive the big labs? 07:33 What does the internet look like when agents do the searching? 10:19 How did writing a book on the history of civilization lead to Exa? 15:39 Why does Exa hire first-principles thinkers, not rebels? 18:05 What is a “non-playable character,” and why does Exa screen for it? 19:49 How does Exa win engineers against the labs’ packages? 21:30 Why does Will kill process “before it lays eggs”? 26:27 Does the “bitter lesson” apply to humans? 29:52 What breaks when a company outgrows a single room? 34:47 Are there 100x and 1000x engineers now, not just 10x? 37:32 Why should nothing at Exa ever take a month to ship? 45:30 Where does Will’s drive actually come from? 48:28 Why are Will’s role models fictional, not real? 51:05 What does “We’ll figure it out” mean at Exa? 54:05 Why do Will’s best thoughts happen at 2:00 AM? 57:47 Quickfire: red flags, young founder myths, and Will’s mission impossibleshow more

Nakul Mandan

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91,091 views • 25 days ago •via X (Twitter)

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"I've tried to make it so that the pressure goes down as success goes up. If you're more successful, why are you more stressed about it?" - immad. Immad Akhund. Founder and CEO of Mercury. $650M annualized revenue. $5.2B valuation. 300K customers. Immad has achieved all of this on his own terms: He's anti-996. Remote-first when rest of Silicon Valley has bounced back to fully in-person. Hires for curiosity and low ego. Optimized to be a founder for life. Knuckle Up ↓ 00:00 Who is Immad Akhund? 01:53 Is culture just the founder's personality externalized? 07:53 Is 996 actually less productive? 13:14 Why is Mercury still remote-first when Silicon Valley went back? 15:52 How did Immad hire Mercury's first ten people? 20:33 What is Mercury's famous “curiosity interview”? 25:06 How do you hold the hiring bar at 1,200 people? 28:48 What does Immad’s day-to-day look like? 34:10 How do you know when an exec is no longer right for the job? 37:32 Why does Mercury run on small, autonomous product teams? 40:27 What breaks when a company runs purely on metrics? 47:03 How is AI changing Mercury? 54:09 What does becoming a chartered bank actually change? 56:19 How did the SVB collapse end up helping Mercury? 1:03:40 What does psyche management look like 20 years in? 1:11:19 What does it mean to be at the founder “bonus levels”? 1:15:21 Quickfire: overrated traits, AI blind spots, and being proven wrong 1:17:52 What would Immad tell his 25-year-old self?

"I've tried to make it so that the pressure goes down as success goes up. If you're more successful, why are you more stressed about it?" - immad. Immad Akhund. Founder and CEO of Mercury. $650M annualized revenue. $5.2B valuation. 300K customers. Immad has achieved all of this on his own terms: He's anti-996. Remote-first when rest of Silicon Valley has bounced back to fully in-person. Hires for curiosity and low ego. Optimized to be a founder for life. Knuckle Up ↓ 00:00 Who is Immad Akhund? 01:53 Is culture just the founder's personality externalized? 07:53 Is 996 actually less productive? 13:14 Why is Mercury still remote-first when Silicon Valley went back? 15:52 How did Immad hire Mercury's first ten people? 20:33 What is Mercury's famous “curiosity interview”? 25:06 How do you hold the hiring bar at 1,200 people? 28:48 What does Immad’s day-to-day look like? 34:10 How do you know when an exec is no longer right for the job? 37:32 Why does Mercury run on small, autonomous product teams? 40:27 What breaks when a company runs purely on metrics? 47:03 How is AI changing Mercury? 54:09 What does becoming a chartered bank actually change? 56:19 How did the SVB collapse end up helping Mercury? 1:03:40 What does psyche management look like 20 years in? 1:11:19 What does it mean to be at the founder “bonus levels”? 1:15:21 Quickfire: overrated traits, AI blind spots, and being proven wrong 1:17:52 What would Immad tell his 25-year-old self?

Nakul Mandan

581,334 views • 2 months ago

"10,000 hours? 996? That's rookie numbers. Like... what are we talking about?" Guillermo Rauch (Guillermo Rauch). Founder and CEO of Vercel. Only a founder as intense and energetic as Guillermo can call 996 "rookie numbers", and you still nod along. The man who's coming after every pixel and every token of the internet. Knuckle Up ↓ 00:00 Who is Guillermo Rauch? 02:01 What is Recursive Founder Mode? 07:28 Why did Vercel open source its playbook with skills dot sh? 10:14 What is a "work prompt" interview? 14:33 Why is Guillermo still involved in every hire at nearly 800 people? 18:17 What keeps founders at Vercel when seed money is everywhere? 23:41 Do urgency and taste pull against each other? 26:43 What is the new engineering meta skill? 32:21 How does a 17-year-old show they're exceptional today? 35:47 Why does Vercel route the whole company through one agent? 38:47 Which software survives the agent era? 42:11 How has AI changed Guillermo's job as CEO? 51:39 Does Vercel even need executives anymore? 54:40 If Guillermo started Vercel today, what would he build first? 57:45 What's the story behind v0? 1:03:48 Are there still moats when anyone can build fast? 1:11:24 How does a legendary coder learn the inner game of being a CEO? 1:19:21 Where does Guillermo's energy actually come from? 1:23:07 Quickfire: overrated advice, Chrome, voice AI, Demo Fridays 1:28:38 What does the journey to greatness actually require?

"10,000 hours? 996? That's rookie numbers. Like... what are we talking about?" Guillermo Rauch (Guillermo Rauch). Founder and CEO of Vercel. Only a founder as intense and energetic as Guillermo can call 996 "rookie numbers", and you still nod along. The man who's coming after every pixel and every token of the internet. Knuckle Up ↓ 00:00 Who is Guillermo Rauch? 02:01 What is Recursive Founder Mode? 07:28 Why did Vercel open source its playbook with skills dot sh? 10:14 What is a "work prompt" interview? 14:33 Why is Guillermo still involved in every hire at nearly 800 people? 18:17 What keeps founders at Vercel when seed money is everywhere? 23:41 Do urgency and taste pull against each other? 26:43 What is the new engineering meta skill? 32:21 How does a 17-year-old show they're exceptional today? 35:47 Why does Vercel route the whole company through one agent? 38:47 Which software survives the agent era? 42:11 How has AI changed Guillermo's job as CEO? 51:39 Does Vercel even need executives anymore? 54:40 If Guillermo started Vercel today, what would he build first? 57:45 What's the story behind v0? 1:03:48 Are there still moats when anyone can build fast? 1:11:24 How does a legendary coder learn the inner game of being a CEO? 1:19:21 Where does Guillermo's energy actually come from? 1:23:07 Quickfire: overrated advice, Chrome, voice AI, Demo Fridays 1:28:38 What does the journey to greatness actually require?

Nakul Mandan

791,265 views • 4 days ago

"If you just compound and stack day after day after day and give it your best, great things will happen. That's been the story of my life and the story of this business." Garrett Lord. Founder & CEO of Handshake. At a Christmas party in December 2024, Garrett met a researcher from a frontier AI lab who told him about the challenges of model training. Two weeks later, Garrett's company Handshake was recruiting STEM PhDs for that same lab. Fifteen months after that, Handshake AI had gone from zero to a billion dollars in gross annualized revenue, and now is the human data engine behind the frontier labs. This conversation is a dissection of the most audacious reinvention in tech. Knuckle Up ↓ -- 00:00 Who is Garrett Lord? 01:36 How did a Christmas party conversation spark Handshake AI? 11:59 How do you tell your execs and board you're refounding the company? 18:18 What keeps A players motivated in the core business? 22:22 Olympic Pace: why did around 100 team members leave Handshake? 27:02 What broke first going zero to a billion in a year? 31:45 How do you protect quality when 85% of the company is new? 39:36 Why hasn't Garrett upgraded a single exec? 49:00 What does the bear case on human data get wrong? 53:30 How do you make accounting verifiable enough for reinforcement learning? 1:00:08 Will enterprises leave the labs for open source? 1:07:13 What does all this mean for knowledge workers? 1:08:51 The inner game: how is Garrett holding it all together? 1:14:22 What's the mission in this new chapter? 1:18:27 Will vertical AI apps survive the frontier labs? 1:21:23 Quickfire: red flags, overrated advice, jobs of the future

"If you just compound and stack day after day after day and give it your best, great things will happen. That's been the story of my life and the story of this business." Garrett Lord. Founder & CEO of Handshake. At a Christmas party in December 2024, Garrett met a researcher from a frontier AI lab who told him about the challenges of model training. Two weeks later, Garrett's company Handshake was recruiting STEM PhDs for that same lab. Fifteen months after that, Handshake AI had gone from zero to a billion dollars in gross annualized revenue, and now is the human data engine behind the frontier labs. This conversation is a dissection of the most audacious reinvention in tech. Knuckle Up ↓ -- 00:00 Who is Garrett Lord? 01:36 How did a Christmas party conversation spark Handshake AI? 11:59 How do you tell your execs and board you're refounding the company? 18:18 What keeps A players motivated in the core business? 22:22 Olympic Pace: why did around 100 team members leave Handshake? 27:02 What broke first going zero to a billion in a year? 31:45 How do you protect quality when 85% of the company is new? 39:36 Why hasn't Garrett upgraded a single exec? 49:00 What does the bear case on human data get wrong? 53:30 How do you make accounting verifiable enough for reinforcement learning? 1:00:08 Will enterprises leave the labs for open source? 1:07:13 What does all this mean for knowledge workers? 1:08:51 The inner game: how is Garrett holding it all together? 1:14:22 What's the mission in this new chapter? 1:18:27 Will vertical AI apps survive the frontier labs? 1:21:23 Quickfire: red flags, overrated advice, jobs of the future

Nakul Mandan

330,468 views • 1 month ago

We sat down for the first time with Joseph Lubin, Founder and CEO of Consensys and Co-Founder of Ethereum, and Keone Hon, Co-Founder and GM of Monad Foundation. A conversation about where the future of money is headed, AI, and the new MetaMask 🦊 Money Account. Timestamps: 0:00 Intro 1:46 What Joe thought the internet would do to money 7:00 Why a 16-year-old skips the bank entirely 12:52 Has crypto only helped people already doing fine? 15:47 How AI changed the way they build 19:47 Is traditional finance moving onto crypto, or is crypto redefining it? 22:47 What do TradFi institutions actually want? 26:51 What is the MetaMask Money Account? 29:43 Who is it for? 30:14 What does it take at the chain level? 31:48 Why did MetaMask chose Monad? 33:37 When will stablecoins go mainstream? 38:09 AI agents that move money on their own 43:35 The story that says it all

We sat down for the first time with Joseph Lubin, Founder and CEO of Consensys and Co-Founder of Ethereum, and Keone Hon, Co-Founder and GM of Monad Foundation. A conversation about where the future of money is headed, AI, and the new MetaMask 🦊 Money Account. Timestamps: 0:00 Intro 1:46 What Joe thought the internet would do to money 7:00 Why a 16-year-old skips the bank entirely 12:52 Has crypto only helped people already doing fine? 15:47 How AI changed the way they build 19:47 Is traditional finance moving onto crypto, or is crypto redefining it? 22:47 What do TradFi institutions actually want? 26:51 What is the MetaMask Money Account? 29:43 Who is it for? 30:14 What does it take at the chain level? 31:48 Why did MetaMask chose Monad? 33:37 When will stablecoins go mainstream? 38:09 AI agents that move money on their own 43:35 The story that says it all

Monad

125,020 views • 2 months ago

I sat down with Nicolas Sharp, founder of Attio, to talk in depth about how his company is disrupting the $80 billion CRM market. Attio has raised $116m, is 4x'ing ARR and is one of the fastest growing companies in Europe. We talk about: - Why Attio went against all conventional wisdom and spent years 3 years building the product before launching - Why Attio doesn’t hire ‘Software Engineers’ and who they hire instead. - How Attio chose investors who would back a long-term bet against multi-billion $ incumbents - How Attio is building CRM from first principles for the AI era - Who should you avoid hiring at all costs, and who should you hire for your startup And so much more. If you’re interested in learning about the story of how Nick built Attio into the incredible company it is today and is disrupting one of the most important software categories, you’re going to want to see this. Enjoy // Timestamps 00:00 Intro 00:39 Why Attio spent 3 years building their product before launch 5:05 The Power of Building Systems, Not a Box of Features 9:05 How to know when it’s time to launch 13:30 Nick’s Playbook For a Killer Product Launch 18:09 How To Go From an Investor to a Founder 23:05 How Failure Led to Attio's Big Break 28:07 Why startups need to hire "Hidden Gems," 34:05 Fundraising 49:36 Why Attio Invests In Inexperienced Talent 55:07 The Case For Not Hiring Software Engineers (& Who You Should Hire Instead) 1:02:46 The 8 Persona Hiring Framework 1:09:05 How Attio doesn’t use OKR's 1:27:11 Where does Nick's Ambition and Grit come from? 1:36:59 How Attio is Building CRM from First Principles for the AI era 1:45:29 How to Successfully Market In A Crowded Industry 1:51:10 Breaking Down Attio’s Viral Marketing Strategies 2:02:15 The Change That Had The Biggest Impact on Customer Conversion 2:05:04 Why Attio created A “Reverse Trial” 2:10:16 Why Nick is building from London, not Silicon Valley 2:22:48 The 10-Year Vision for Attio

I sat down with Nicolas Sharp, founder of Attio, to talk in depth about how his company is disrupting the $80 billion CRM market. Attio has raised $116m, is 4x'ing ARR and is one of the fastest growing companies in Europe. We talk about: - Why Attio went against all conventional wisdom and spent years 3 years building the product before launching - Why Attio doesn’t hire ‘Software Engineers’ and who they hire instead. - How Attio chose investors who would back a long-term bet against multi-billion $ incumbents - How Attio is building CRM from first principles for the AI era - Who should you avoid hiring at all costs, and who should you hire for your startup And so much more. If you’re interested in learning about the story of how Nick built Attio into the incredible company it is today and is disrupting one of the most important software categories, you’re going to want to see this. Enjoy // Timestamps 00:00 Intro 00:39 Why Attio spent 3 years building their product before launch 5:05 The Power of Building Systems, Not a Box of Features 9:05 How to know when it’s time to launch 13:30 Nick’s Playbook For a Killer Product Launch 18:09 How To Go From an Investor to a Founder 23:05 How Failure Led to Attio's Big Break 28:07 Why startups need to hire "Hidden Gems," 34:05 Fundraising 49:36 Why Attio Invests In Inexperienced Talent 55:07 The Case For Not Hiring Software Engineers (& Who You Should Hire Instead) 1:02:46 The 8 Persona Hiring Framework 1:09:05 How Attio doesn’t use OKR's 1:27:11 Where does Nick's Ambition and Grit come from? 1:36:59 How Attio is Building CRM from First Principles for the AI era 1:45:29 How to Successfully Market In A Crowded Industry 1:51:10 Breaking Down Attio’s Viral Marketing Strategies 2:02:15 The Change That Had The Biggest Impact on Customer Conversion 2:05:04 Why Attio created A “Reverse Trial” 2:10:16 Why Nick is building from London, not Silicon Valley 2:22:48 The 10-Year Vision for Attio

Wouter Teunissen

26,369 views • 11 months ago

"We were go-karting and doing quite well. Now we've moved to Formula 1, and we're in the middle of the pack. We have a shot at the podium but we have to rewire for the race we're in." Akshay Kothari (Akshay Kothari). Cofounder and COO of Notion. Three years from now, most pre-AI companies will be gone. Notion will be one of the few standing stronger than before. This episode is a field study in how they're pulling it off. Knuckle Up ↓ 00:00 Intro 01:27 What were Notion's core founding principles? 06:20 Which early cultural principles scaled, and which broke? 08:22 How did Notion hire its first employees, and where did they come from? 11:48 How does hiring work now that the founders can't meet everyone? 14:35 Why does Akshay, as COO, prefer to have zero direct reports? 19:05 How do Ivan, Simon, and Akshay divide the work? 21:07 Does Notion's intentionality ever conflict with speed? 25:25 What should other founders steal from Notion's culture? 28:11 When did AI become a reason to rethink the whole product? 30:44 Why were the early AI years a "swamp of despair"? 36:05 How do you push AI across a huge product without losing the user? 39:25 Does Notion buy its AI DNA or build it? 40:44 Should Notion be afraid of OpenAI, Anthropic, and fast copycats? 46:58 What's hardest about the reinvention, and what does "meet the LLM" mean? 52:42 Is Notion AI-native in every function yet? 54:36 Are Notion's engineers still writing code, and how has engineering changed? 1:01:07 Once building is cheap, what's the new bottleneck? 1:02:39 How is AI reshaping sales, marketing, and support? 1:09:07 How many agents run inside Notion, and who builds them? 1:11:28 How has recruiting changed for the AI era? 1:13:48 What still worries Akshay about Notion's future? 1:15:22 Quickfire: admired founders, books, overrated AI advice, and Akshay’s superpower 1:19:42 What should a $50M pre-AI company do in the next 90 days?

"We were go-karting and doing quite well. Now we've moved to Formula 1, and we're in the middle of the pack. We have a shot at the podium but we have to rewire for the race we're in." Akshay Kothari (Akshay Kothari). Cofounder and COO of Notion. Three years from now, most pre-AI companies will be gone. Notion will be one of the few standing stronger than before. This episode is a field study in how they're pulling it off. Knuckle Up ↓ 00:00 Intro 01:27 What were Notion's core founding principles? 06:20 Which early cultural principles scaled, and which broke? 08:22 How did Notion hire its first employees, and where did they come from? 11:48 How does hiring work now that the founders can't meet everyone? 14:35 Why does Akshay, as COO, prefer to have zero direct reports? 19:05 How do Ivan, Simon, and Akshay divide the work? 21:07 Does Notion's intentionality ever conflict with speed? 25:25 What should other founders steal from Notion's culture? 28:11 When did AI become a reason to rethink the whole product? 30:44 Why were the early AI years a "swamp of despair"? 36:05 How do you push AI across a huge product without losing the user? 39:25 Does Notion buy its AI DNA or build it? 40:44 Should Notion be afraid of OpenAI, Anthropic, and fast copycats? 46:58 What's hardest about the reinvention, and what does "meet the LLM" mean? 52:42 Is Notion AI-native in every function yet? 54:36 Are Notion's engineers still writing code, and how has engineering changed? 1:01:07 Once building is cheap, what's the new bottleneck? 1:02:39 How is AI reshaping sales, marketing, and support? 1:09:07 How many agents run inside Notion, and who builds them? 1:11:28 How has recruiting changed for the AI era? 1:13:48 What still worries Akshay about Notion's future? 1:15:22 Quickfire: admired founders, books, overrated AI advice, and Akshay’s superpower 1:19:42 What should a $50M pre-AI company do in the next 90 days?

Nakul Mandan

205,031 views • 3 months ago

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

MR SHIFT 🦁

582,360 views • 6 months ago

Did a PGX Ideas episode with Gad Saad. In case you guys aren’t familiar with the format — I take one central question and chase it with the guest. With Gad, I asked: Why do we want what we want? That led us to questions like: - Why humans are wired to consume - Why we over-consume and compare - Why men chase power - How marketing exploits evolutionary instincts - Why people buy ideologies, not just products - And how technology will change human desire itself The Hindi-dubbed AI version is also attached in this thread. Timestamps: 00:00 — Why are humans wired to consume? 05:27 — Why do people avoid emotional principles? 08:36 — Why do we over-consume? 13:04 — Why do men chase power? 17:32 — How do humans consume? 29:40 — Are fake smiles a form of social deception? 33:11 — Why did Mamdani win? 39:40 — What do marketers understand about humans? 43:24 — Why do we buy through comparison? 45:44 — What’s broken in modern society? 48:10 — Why do intellectuals dress poorly? 56:14 — How marketing psychology actually works 1:05:00 — How do generations differ in consumption? 1:07:44 — The Sydney Sweeney controversy 1:10:33 — Does morality shape evolution? 1:15:35 — How will technology change consumption? 1:22:46 — Questions for me

Did a PGX Ideas episode with Gad Saad. In case you guys aren’t familiar with the format — I take one central question and chase it with the guest. With Gad, I asked: Why do we want what we want? That led us to questions like: - Why humans are wired to consume - Why we over-consume and compare - Why men chase power - How marketing exploits evolutionary instincts - Why people buy ideologies, not just products - And how technology will change human desire itself The Hindi-dubbed AI version is also attached in this thread. Timestamps: 00:00 — Why are humans wired to consume? 05:27 — Why do people avoid emotional principles? 08:36 — Why do we over-consume? 13:04 — Why do men chase power? 17:32 — How do humans consume? 29:40 — Are fake smiles a form of social deception? 33:11 — Why did Mamdani win? 39:40 — What do marketers understand about humans? 43:24 — Why do we buy through comparison? 45:44 — What’s broken in modern society? 48:10 — Why do intellectuals dress poorly? 56:14 — How marketing psychology actually works 1:05:00 — How do generations differ in consumption? 1:07:44 — The Sydney Sweeney controversy 1:10:33 — Does morality shape evolution? 1:15:35 — How will technology change consumption? 1:22:46 — Questions for me

Prakhar Gupta

30,701 views • 8 months ago

PGX Ideas with Aravind Srinivas, Co-founder and CEO of Perplexity - What does it mean to be intelligent? Why humans wonder. Why we create. Whether AI understands anything at all or is it merely mimicking intelligence. And the deeper questions that follow from that. We spoke about emergence, India’s competitive culture, China, behaviorism, memory, learning, hardware, and the question of where this all leads. The AI Hindi-dubbed version of this episode is also attached in this thread. Enjoy. Timestamps 00:00 - How did Aravind get into AI? 13:05 - India’s competitive culture 15:05 - Talent problem or system failure? 16:25 - How can India evolve? 17:45 - China’s approach to research 21:02 - What’s cutting-edge in AI today? 25:02 - What creates value in an economy? 28:45 - What is the internet built on? 32:48 - Can AI assist humans? 35:25 - Why do humans wonder? 37:25 - Why do humans create? 40:50 - Does memory still matter? 43:15 - Does curiosity create knowledge? 45:40 - Biological vs artificial intelligence 51:24 - Is curiosity uniquely human? 58:55 - Can AI shape human thinking? 1:05:24 - Do we understand intelligence? 1:10:50 - Meaning beyond behaviorism 1:21:48 - How do kids learn to learn? 1:25:43 - Why is hardware innovation hard? 1:31:19 - Can AI feel? 1:47:35 - Questions for me

PGX Ideas with Aravind Srinivas, Co-founder and CEO of Perplexity - What does it mean to be intelligent? Why humans wonder. Why we create. Whether AI understands anything at all or is it merely mimicking intelligence. And the deeper questions that follow from that. We spoke about emergence, India’s competitive culture, China, behaviorism, memory, learning, hardware, and the question of where this all leads. The AI Hindi-dubbed version of this episode is also attached in this thread. Enjoy. Timestamps 00:00 - How did Aravind get into AI? 13:05 - India’s competitive culture 15:05 - Talent problem or system failure? 16:25 - How can India evolve? 17:45 - China’s approach to research 21:02 - What’s cutting-edge in AI today? 25:02 - What creates value in an economy? 28:45 - What is the internet built on? 32:48 - Can AI assist humans? 35:25 - Why do humans wonder? 37:25 - Why do humans create? 40:50 - Does memory still matter? 43:15 - Does curiosity create knowledge? 45:40 - Biological vs artificial intelligence 51:24 - Is curiosity uniquely human? 58:55 - Can AI shape human thinking? 1:05:24 - Do we understand intelligence? 1:10:50 - Meaning beyond behaviorism 1:21:48 - How do kids learn to learn? 1:25:43 - Why is hardware innovation hard? 1:31:19 - Can AI feel? 1:47:35 - Questions for me

Prakhar Gupta

32,033 views • 8 months ago

E176: Eric Larchevêque - Why Bitcoin Is the Only Money You Actually Own Eric Larchevêque is the co-founder of Ledger, the hardware wallet used to secure billions in crypto worldwide. He built his first company from zero, sold it for €27 million, lost his savings in a Latvian bank collapse, had his gold bars confiscated by a Luxembourg bank, and went 100% Bitcoin in 2013. He's now building TBSO - La Société Bitcoin - a publicly listed company co-founded with NBA legend Tony Parker Timestamps: 0:00 Introduction 2:00 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 5:47 What Does Eric Do & Why 6:53 Are The Majority Of People Ready For Responsibility? 8:01 Why People Need To Hit A wall 9:42 When Did Eric Take Responsibility For His Future? 11:48 Eric Had No Idea What Building A Company Meant 12:39 Who Is Eric Larcheveque? 13:21 Eric’s First Major Leap For His Company 14:30 What Will Become A Commodity In 5+ Years 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 38:52 Eric Believes He Could Still Be Wrong About Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 41:39 Eric’s Explanation Of Bitcoin & Time Preference 46:50 Why Look At Bitcoin As A Long-Term Asset Only 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: KAST 1:00:12 Why Bitcoin Will Never Hit 0 1:03:54 How To Understand Bitcoin, Explained Simply 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:23:11 How Eric Sleeps Knowing Bad Situations Happen 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: Jupiter Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does Tony Parker Do With Bitcoin? 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand? 1:39:00 Does Eric Feel Happier Now With Money? 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences Over Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts

MR SHIFT 🦁

103,729 views • 2 months ago

"AI agents will hold more crypto than humans within a decade." Charles Hoskinson (Charles Hoskinson) studied math, dropped out, built one of the only blockchains designed by peer-reviewed research. He co-founded Ethereum, walked away over how it was run, and built Cardano to do it differently. The man who has argued with everyone in this industry now thinks the biggest user of crypto won't be people at all. "Humans are a rounding error in the system we're building. AI agents don't sleep, don't panic-sell, and don't care about price. They transact in tokens because that's the only thing they can actually use." We cover: - Why AI agents (not humans) become the dominant on-chain actors, and what that does to every token model - The infrastructure that has to exist before agents can transact safely at scale - Why most current blockchains can't handle machine-speed transactions - Where Cardano's research-first approach fits in a world of autonomous agents - The identity problem: how do you tell a human from an agent on-chain, and why it matters - Why he's bullish on the technology but blunt about the timeline - What he thinks the rest of the industry is getting wrong about AI + crypto - The one thing that has to happen for any of this to be real Thanks to Charles for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 01:30 - Why AI Agents Change Everything 06:30 - Humans as a Rounding Error 12:00 - The Infrastructure Gap 18:30 - Identity: Human vs Agent On-Chain 24:30 - Where Cardano Fits 30:00 - What The Industry Gets Wrong 34:00 - The Timeline Nobody Wants To Hear

"AI agents will hold more crypto than humans within a decade." Charles Hoskinson (Charles Hoskinson) studied math, dropped out, built one of the only blockchains designed by peer-reviewed research. He co-founded Ethereum, walked away over how it was run, and built Cardano to do it differently. The man who has argued with everyone in this industry now thinks the biggest user of crypto won't be people at all. "Humans are a rounding error in the system we're building. AI agents don't sleep, don't panic-sell, and don't care about price. They transact in tokens because that's the only thing they can actually use." We cover: - Why AI agents (not humans) become the dominant on-chain actors, and what that does to every token model - The infrastructure that has to exist before agents can transact safely at scale - Why most current blockchains can't handle machine-speed transactions - Where Cardano's research-first approach fits in a world of autonomous agents - The identity problem: how do you tell a human from an agent on-chain, and why it matters - Why he's bullish on the technology but blunt about the timeline - What he thinks the rest of the industry is getting wrong about AI + crypto - The one thing that has to happen for any of this to be real Thanks to Charles for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 01:30 - Why AI Agents Change Everything 06:30 - Humans as a Rounding Error 12:00 - The Infrastructure Gap 18:30 - Identity: Human vs Agent On-Chain 24:30 - Where Cardano Fits 30:00 - What The Industry Gets Wrong 34:00 - The Timeline Nobody Wants To Hear

Michaël van de Poppe

293,430 views • 2 months ago

INSIGHT: Over 90% of blockchain transactions will be made by agents, not humans. The Co-Founder of Mysten Labs calls that number conservative. On this episode of The Intelligence Briefing, I sat down with Adeniyi.sui, on why the next trillion dollars does not come fromusers, why money movement has to be free, and why Sui is defending against AI before quantum. Timestamps: 0:33 Why the quiet part of the cycle is when the work happens 2:51 What an agent actually needs to transact 6:40 How much of crypto ends up run by agents 8:26 Quantum readiness, and two signature schemes shipped early 10:55 Gasless stablecoins, and how a free network still earns 14:23 What free settlement does for emerging markets 16:30 Is crypto dead, or did AI just take the attention 18:37 Putting Bitcoin to work without trusting anyone 22:46 Mubadala, and sovereign wealth going on chain 24:12 What success looks like for Sui 27:07 Closing thoughts

INSIGHT: Over 90% of blockchain transactions will be made by agents, not humans. The Co-Founder of Mysten Labs calls that number conservative. On this episode of The Intelligence Briefing, I sat down with Adeniyi.sui, on why the next trillion dollars does not come fromusers, why money movement has to be free, and why Sui is defending against AI before quantum. Timestamps: 0:33 Why the quiet part of the cycle is when the work happens 2:51 What an agent actually needs to transact 6:40 How much of crypto ends up run by agents 8:26 Quantum readiness, and two signature schemes shipped early 10:55 Gasless stablecoins, and how a free network still earns 14:23 What free settlement does for emerging markets 16:30 Is crypto dead, or did AI just take the attention 18:37 Putting Bitcoin to work without trusting anyone 22:46 Mubadala, and sovereign wealth going on chain 24:12 What success looks like for Sui 27:07 Closing thoughts

MSB Intel

17,964 views • 19 days ago

After meeting at the El Segundo Hackathon, it took the Theseus founders: ▸ two weeks to get into YC ▸ four weeks to fly their first GPS-denied drone navigation prototype And now, 7 months later, they've completed long-distance flight tests with American special forces. -- I got to sit down with Ian Laffey (Ian Laffey), Theseus CTO, to ask a bunch of technical questions about how the product works. (And he only had to tell me "sorry, that's a secret" one time.) Timestamps 00:00 — What is Theseus? 00:37 — What role does GPS play in modern conflict? 04:27 — What are the state of the art drones, and where did Theseus start? 07:35 — How did the company get started so quickly? 16:32 — How does GPS-denied drone navigation work? 21:56 — How can you defeat countermeasures & make the product resilient? ("If I say anything, my co-founders will kill me.") 24:11 — Why visual spectrum and not other sensors? 30:20 — Why is hardware so hard? 32:32 — How can you iterate quickly when building hardware? 38:21 — What's it like to build a hardware company as part of Y Combinator? 41:11 — What will Theseus demo before demo day? 42:27 — How do you move fast as a defense company? 47:30 — How well does the current prototype perform? 51:39 — What's next?

After meeting at the El Segundo Hackathon, it took the Theseus founders: ▸ two weeks to get into YC ▸ four weeks to fly their first GPS-denied drone navigation prototype And now, 7 months later, they've completed long-distance flight tests with American special forces. -- I got to sit down with Ian Laffey (Ian Laffey), Theseus CTO, to ask a bunch of technical questions about how the product works. (And he only had to tell me "sorry, that's a secret" one time.) Timestamps 00:00 — What is Theseus? 00:37 — What role does GPS play in modern conflict? 04:27 — What are the state of the art drones, and where did Theseus start? 07:35 — How did the company get started so quickly? 16:32 — How does GPS-denied drone navigation work? 21:56 — How can you defeat countermeasures & make the product resilient? ("If I say anything, my co-founders will kill me.") 24:11 — Why visual spectrum and not other sensors? 30:20 — Why is hardware so hard? 32:32 — How can you iterate quickly when building hardware? 38:21 — What's it like to build a hardware company as part of Y Combinator? 41:11 — What will Theseus demo before demo day? 42:27 — How do you move fast as a defense company? 47:30 — How well does the current prototype perform? 51:39 — What's next?

Christian Keil

57,916 views • 1 year ago

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months

MR SHIFT 🦁

93,188 views • 11 months ago

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters

University of Austin (UATX)

27,770 views • 7 months ago

"The pace of building has changed so quickly with AI. You have to give somewhere. And we gave for speed." Ashwin Sreenivas. Co-founder & President of Decagon. You'd be hard pressed to find another startup moving as ferociously as this one. Knuckle Up ↓ 00:00 Intro 02:10 How did Jesse and Ashwin decide what to work on at Decagon? 04:19 Why did they reject the top-down market-sizing approach? 13:16 What does Decagon give up to keep moving fast? 17:54 6 days in-office for founders, 5 for everyone else. 23:33 Why didn't Decagon hire a single employee until $1M in ARR? 27:12 How do you hire 450 people in three years without compromising quality? 31:20 Are Decagon engineers even writing code anymore? 35:08 How does the IC engineer role change with Claude Code and Cursor? 36:32 How does EPD leadership change in the AI era? 40:15 Two types of FDE, and which one do most AI companies actually need? 49:21 How will the human role at Decagon evolve over three years? 57:15 Why is Decagon building its own models with Decagon Labs? 1:00:50 What worries Ashwin most about Decagon today? 1:03:52 How does Ashwin manage his psyche while running this fast? 1:08:00 Hiccups in the startup journey. 1:09:50 Quickfire: overrated advice, AI products, books, red flags 1:12:43 What would Ashwin tell his younger self about Decagon's journey?

"The pace of building has changed so quickly with AI. You have to give somewhere. And we gave for speed." Ashwin Sreenivas. Co-founder & President of Decagon. You'd be hard pressed to find another startup moving as ferociously as this one. Knuckle Up ↓ 00:00 Intro 02:10 How did Jesse and Ashwin decide what to work on at Decagon? 04:19 Why did they reject the top-down market-sizing approach? 13:16 What does Decagon give up to keep moving fast? 17:54 6 days in-office for founders, 5 for everyone else. 23:33 Why didn't Decagon hire a single employee until $1M in ARR? 27:12 How do you hire 450 people in three years without compromising quality? 31:20 Are Decagon engineers even writing code anymore? 35:08 How does the IC engineer role change with Claude Code and Cursor? 36:32 How does EPD leadership change in the AI era? 40:15 Two types of FDE, and which one do most AI companies actually need? 49:21 How will the human role at Decagon evolve over three years? 57:15 Why is Decagon building its own models with Decagon Labs? 1:00:50 What worries Ashwin most about Decagon today? 1:03:52 How does Ashwin manage his psyche while running this fast? 1:08:00 Hiccups in the startup journey. 1:09:50 Quickfire: overrated advice, AI products, books, red flags 1:12:43 What would Ashwin tell his younger self about Decagon's journey?

Nakul Mandan

440,533 views • 3 months ago

Fogo Blockchain Exposed: Why everybody has it wrong 00:00 Intro 00:53 How Robert Met Clemente 04:00 Leaving Banking Behind for Bitcoin 12:05 Fogo and the trading problems it solves 19:44 Why does on-chain trading need to exist? 25:53 What Makes Fogo a Different Kind of L1 31:32 How Colocation Actually Protects Retail Traders 37:08 How do you jump-start a brand new market? 40:08 Why Tokens Are Becoming Better Than Equity 46:00 How Web3 Finally Empowers Creators 53:10 Why Traditional Media Is Losing Everything 57:43 How does BoDoggos team create content

Nick O’Neill

70,737 views • 7 months ago

E181: The Wolf Of All Streets - Bitcoin and chill. That's the whole thesis Scott Melker hosts The Wolf Of All Streets and just launched the first daily crypto show on a mainstream network with Yahoo Finance. He was a DJ before he was a trader, got wrecked as a top creditor in the Voyager collapse, and rebuilt his entire approach to money around one asset. We get into why he's almost entirely Bitcoin now, what he actually tells his audience to do with their cash, and what guests say once the cameras stop rolling. Timestamps: 00:00 Intro 01:52 Why Scott dressed up for this Podcast 02:54 Where does the optimism come from? 03:41 Something that never got better? 04:43 Who are you? 07:05 Why do DJs fall down the crypto rabbit hole? 08:48 Did you actually make money trading? 09:51 When did you go beyond trading? 11:42 Sponsor: Variational , Bitwise 12:34 Is crypto still relevant in 2026? 13:33 Does crypto go higher from here? 14:38 How do I participate without building a business? 16:11 What do you buy every month? 18:50 How do you form your opinions? 20:04 What about yield? 21:01 Can you still make it in crypto without a business? 21:52 Will Bitcoin trade much higher? 23:42 Taking a media business to the next level 25:14 How did the Yahoo Finance show happen? 26:29 How to not get bored when crypto gets boring? 28:06 Sponsor: KAST 28:58 Crypto media sucks - how do we grow the pie? 30:00 Biggest lessons from interviewing the best? 31:44 What do you tell the dad who wants to trade Bitcoin? 34:17 How does the average Joe get rich in 2026? 35:37 What did you learn in 2022? 38:05 What do you buy besides Bitcoin? 39:23 Scott's most unexpected best interview? 41:25 When did a personal brand become a game changer? 43:00 The biggest myth about investing 44:12 Sponsor: Jupiter , Ethena 44:52 What's your goal with your media company? 47:17 Do you have a number in mind? 49:05 What's the risk of not owning Bitcoin? 50:38 What do you hear behind the scenes? 52:01 How do you stay motivated in a bear market? 53:32 Give us your optimism

MR SHIFT 🦁

205,594 views • 23 days ago

The Financial System Built on Bitcoin with Arnab Naskar | SLP712 Arnab Naskar @stokr, Co-founder, STOKR joins me to discuss how Bitcoin as a settlement layer & Liquid enable tokenization, confidential tx, capital markets, and new financing for energy & mining. (00:00) - Intro (00:59) - Who is Arnab and what is Stokr? (02:29) - Isn’t Bitcoin enough? (04:44) - How and why is Stokr different?; The importance of Liquid Network (08:35) - How does Liquid compete with other chains for tokenization of assets? (11:54) - What is CMSTR? (15:01) - Does Stokr help finance SMEs & traditional businesses? (18:23) - What is Blockstream Mining Note (BMN)? (24:34) - Trust minimising the ownership of securities; Whitelisting process (28:57) - How big is Liquid Network 🌊? How does it fare compared to other asset platforms? (33:43) - Who are the customers of Stokr’s tokenized products? (37:34) - What does the interface between Stokr and the end user look like?; The Blockstream edge (46:11) - Is TradFi embracing tokenization of assets?; Will Bitcoin be the base layer for tokenization? (56:25) - Closing thoughts

The Financial System Built on Bitcoin with Arnab Naskar | SLP712 Arnab Naskar @stokr, Co-founder, STOKR joins me to discuss how Bitcoin as a settlement layer & Liquid enable tokenization, confidential tx, capital markets, and new financing for energy & mining. (00:00) - Intro (00:59) - Who is Arnab and what is Stokr? (02:29) - Isn’t Bitcoin enough? (04:44) - How and why is Stokr different?; The importance of Liquid Network (08:35) - How does Liquid compete with other chains for tokenization of assets? (11:54) - What is CMSTR? (15:01) - Does Stokr help finance SMEs & traditional businesses? (18:23) - What is Blockstream Mining Note (BMN)? (24:34) - Trust minimising the ownership of securities; Whitelisting process (28:57) - How big is Liquid Network 🌊? How does it fare compared to other asset platforms? (33:43) - Who are the customers of Stokr’s tokenized products? (37:34) - What does the interface between Stokr and the end user look like?; The Blockstream edge (46:11) - Is TradFi embracing tokenization of assets?; Will Bitcoin be the base layer for tokenization? (56:25) - Closing thoughts

Stephan Livera

24,263 views • 7 months ago

Claude Cowork, Mythos, and the Future of Software: my conversation with Felix Rieseberg, who leads Cowork at Anthropic 00:00 Intro 01:53 Claude Mythos Preview and the “step-function change” 06:16 Why Anthropic is treating Mythos differently 11:19 The real story behind Claude Cowork’s “10-day” build 12:42 Why Anthropic realized Claude Code needed a non-technical version 15:44 What Claude Cowork actually is 17:03 Under the hood: virtual machines, tools, skills 18:36 Where Cowork’s memory actually lives 19:26 How Cowork connects to files, apps, and the internet 20:45 Why Felix thinks the local computer is under-appreciated 24:49 Trust: how do you get users comfortable with AI agents? 28:45 What UX actually means for AI agents 31:27 Anthropic Cowork's roadmap is only one month long 34:12 Building 100 prototypes 35:10 If execution is free, what becomes the bottleneck? 37:25 Does it come down to taste? 40:12 The hardest part of building Claude Cowork 41:43 Advice for founders building AI agents 44:21 SaaSpocalypse: what’s left for software startups 49:30 Where AI agents are going next 51:20 Regulated industries and enterprise adoption 54:15 Hot takes: what's underrated, overrated, and what Felix would build today

Claude Cowork, Mythos, and the Future of Software: my conversation with Felix Rieseberg, who leads Cowork at Anthropic 00:00 Intro 01:53 Claude Mythos Preview and the “step-function change” 06:16 Why Anthropic is treating Mythos differently 11:19 The real story behind Claude Cowork’s “10-day” build 12:42 Why Anthropic realized Claude Code needed a non-technical version 15:44 What Claude Cowork actually is 17:03 Under the hood: virtual machines, tools, skills 18:36 Where Cowork’s memory actually lives 19:26 How Cowork connects to files, apps, and the internet 20:45 Why Felix thinks the local computer is under-appreciated 24:49 Trust: how do you get users comfortable with AI agents? 28:45 What UX actually means for AI agents 31:27 Anthropic Cowork's roadmap is only one month long 34:12 Building 100 prototypes 35:10 If execution is free, what becomes the bottleneck? 37:25 Does it come down to taste? 40:12 The hardest part of building Claude Cowork 41:43 Advice for founders building AI agents 44:21 SaaSpocalypse: what’s left for software startups 49:30 Where AI agents are going next 51:20 Regulated industries and enterprise adoption 54:15 Hot takes: what's underrated, overrated, and what Felix would build today

Matt Turck

80,718 views • 4 months ago