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AI Podcasts

October 30, 2025

What Is Recall Network? The CEO Explains

The DCo Podcast

AI
Key Takeaways:
  1. **Verification Is the New Moat.** In a world flooded with AI agents, the ability to prove performance is the most critical bottleneck. Recall’s protocol creates a "proof-of-skill" standard.
  2. **From Hype to Hire.** The platform shifts the paradigm from speculative AI hype to a functional marketplace where businesses can effectively "hire" agents with a proven track record for specific, economically valuable tasks.
  3. **Performance Is the Asset.** By scoring agents based on consistent, real-world results, Recall provides a clear signal for organizations looking to deploy AI and for investors seeking to back top performers.
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October 31, 2025

The Fed's Hawkish Cut & The Financial Hunger Games | Weekly Roundup

Forward Guidance

AI
Key Takeaways:
  1. **The Fed Is Trapped:** Powell is trying to project strength, but the underlying trend is toward more liquidity. The pivot to buying T-bills is a form of stealth QE designed to keep the system functioning.
  2. **Markets Are A Rigged Game:** Forget fundamentals. Public markets are now a positioning game defined by extreme concentration in Big Tech and speculative retail frenzies, widening the gap between Wall Street and Main Street.
  3. **The AI Boom Is A Double-Edged Sword:** While driving incredible earnings, the AI buildout is transforming Big Tech into a riskier, debt-fueled, capex-heavy industry, making the entire economy dangerously dependent on a handful of stocks.
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October 30, 2025

"Is there an AI bubble?” Gavin Baker and David George

a16z

AI
Key Takeaways:
  1. **It's Not a Bubble, It's a Race.** The AI buildout is a rational, ROI-positive arms race funded by cash-rich giants. Unlike the dot-com era’s "dark fiber," today’s GPUs are fully utilized, generating immediate returns.
  2. **Sacrifice Margins or Die.** SaaS companies must abandon their obsession with 90% gross margins. In the AI era, lower margins signal that customers are actually using your product. Embrace them or become irrelevant.
  3. **The New Outcome Economy is Coming.** Business models will pivot from subscriptions to outcomes. AI will enable services to be priced on measurable results, from resolving a customer support ticket to booking the perfect vacation, squeezing inefficiency out of the market.
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October 29, 2025

Building the Real-World Infrastructure for AI, with Google, Cisco & a16z

a16z

AI
Key Takeaways:
  1. The Physical World is AI's Final Boss: The speed of AI progress is now governed by the speed of transformers, permits, and power plants. The biggest opportunities are in solving these hard, physical-world bottlenecks.
  2. Specialization is the Only Game in Town: General-purpose is dead. Lasting value will be created through specialized hardware, co-designed software, and tightly integrated systems that optimize for performance-per-watt.
  3. Founders, Ditch the Thin Wrappers: The most durable businesses will not be built on other companies' models. Instead, they will create deep, proprietary feedback loops where the product and the model improve each other.
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October 29, 2025

AI Agents, JPM Capitulates, Stablecoin Wars and the Fed Innovation: Bits + Bips

Unchained

AI
Key Takeaways:
  1. **AI is the Fed’s New Obsession.** The Fed's rate-cutting strategy is not just about inflation; it's a proactive measure against the "once in a generation" disruption AI poses to the white-collar labor market.
  2. **Stablecoins are a Geopolitical Tool.** The global race to issue stablecoins is on, but the US is inadvertently winning. The more the world tokenizes, the more demand there is for US Treasuries, cementing the dollar's dominance.
  3. **The Post-Retail Economy is Here.** The next major user demographic is not human—it's AI agents. These autonomous agents will conduct a massive volume of micropayments, creating an entirely new economic layer built on crypto rails.
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October 29, 2025

Bittensor Brief #13: Autoppia Subnet 36

Hash Rate pod - Bittensor $TAO & Subnets

AI
Key Takeaways:
  1. Train Hard, Fight Easy. Autoppia’s "Infinite Web Arena" is a novel approach to AI training, forcing agents to become robust and adaptable by continuously exposing them to digital chaos.
  2. Competition Breeds Excellence. The winner-take-all incentive model creates a hyper-competitive environment designed to accelerate innovation and rapidly advance the capabilities of AI agents on the network.
  3. Revenue Equals Buybacks. Autoppia’s business model creates a direct link between commercial success and token value. Every dollar earned from selling AI worker services directly translates into buying pressure for the subnet token.
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October 28, 2025

Google DeepMind Developers: How Nano Banana Was Made

a16z

AI
Key Takeaways:
  1. Personalization is the Killer App. The model’s breakthrough feature was zero-shot character consistency, creating an emotional connection that drove viral adoption. It proves utility is unlocked when technology feels personal.
  2. Focus on the Floor, Not the Ceiling. The next wave of value will come from improving the worst-case outputs, not just the best. This "lemon picking" is essential for building trust and enabling reliable, real-world applications beyond creative tinkering.
  3. Art is Intent; Models are Tools. AI’s role is to automate tedium, not replace creativity. The most compelling work will continue to come from skilled artists who use models to execute a specific vision, proving that the human with the idea remains irreplaceable.
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October 27, 2025

AI can learn logic. But can it learn folklore knowledge? - Svetlana Jitomirskaya

Epoch AI

AI
Key Takeaways:
  1. AI's Blind Spot is Unwritten Knowledge. The biggest barrier for AI in advanced problem-solving is accessing the "folklore" knowledge and intuition that experts build over a career but never write down.
  2. The Future of Math is a Promotion, Not Obsolescence. AI will act as a powerful assistant that handles rote tasks, pushing mathematicians to focus exclusively on creative and abstract thinking.
  3. The Next Revolution is AI-Powered Verification. Automated formal proof systems like Lean have the potential to eliminate errors from research papers, transforming peer review from a check on correctness to a judgment on a paper's novelty and impact.
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October 27, 2025

AI can learn logic. But can it learn folklore knowledge? - Svetlana Jitomirskaya

Epoch AI

AI
Key Takeaways:
  1. AI's Blind Spot is "Folklore": The next great challenge for AI isn't raw calculation, but acquiring the unwritten, intuitive "folklore knowledge" that separates experts from students.
  2. Mathematicians Become Creative Directors: As AI handles the technical grind, the human role in mathematics will shift from execution to creative direction—formulating novel problems and abstract models.
  3. The End of Errors: Formal verification tools like Lean, powered by AI translators, are on the verge of revolutionizing math by creating a fully verifiable, error-free database of human knowledge, changing how proofs are published and reviewed.
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Crypto Podcasts

February 13, 2025

Story Protocol Exclusive: AI Agents For Everything, On-Chain IP & Owning Your Data

blocmates.

AI
Crypto
Infrastructure

Key Takeaways:

  • 1. Story Protocol is poised to democratize the $61 trillion IP market through blockchain, significantly lowering barriers to entry and enhancing accessibility.
  • 2. Tokenized and programmable IP on Story enables efficient, transparent licensing and revenue sharing, attracting both creators and investors.
  • 3. Integration with AI agents and strategic partnerships position Story at the forefront of the AI-driven future of IP management, offering substantial investment opportunities.
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February 10, 2025

Crypto's Ultimate End State With Avery Ching

Empire

Crypto
Infrastructure

Key Takeaways:

  • 1. Aptos Leads with Superior Scalability: Demonstrates industry-leading transaction capabilities, setting a new standard for blockchain performance.
  • 2. Strategic Ecosystem Support: Comprehensive support for developers and a strong regional focus are key drivers for Aptos' growth and adoption.
  • 3. Future-Proof Architecture: Aptos’ vision for interoperability and fewer, more efficient chains highlights its commitment to sustainable blockchain infrastructure.
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February 10, 2025

Jeffrey "Jiho" Zirlin: Ronin Goes Permissionless

Delphi Digital

Crypto
Infrastructure
DeFi

Key Takeaways:

  • 1. Strategic Infrastructure Development: Building tailored blockchain solutions like Ronin is crucial for scaling successful blockchain games and attracting high-quality projects.
  • 2. Quality-Driven Ecosystem Growth: Focusing on curated partnerships ensures sustainable growth and robust economic models, setting the foundation for long-term success.
  • 3. Innovative Tokenomics: Advanced economic strategies and dynamic NFTs are essential for creating resilient and engaging play-to-earn ecosystems, driving user retention and market stability.
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February 8, 2025

NS032 - dTAO Governance :: Vote in Progress :: Major Network Upgrade

Opentensor Foundation

DeFi
Crypto
Infrastructure

Key Takeaways:

  • 1. Strategic Scaling: The dTAO vote introduces a robust framework for subnet expansion, balancing rapid growth with economic stability.
  • 2. Stable Tokenomics: The EMA-based TOA emission design ensures fair and tamper-resistant token distribution, safeguarding investor interests.
  • 3. Decentralized Governance: Active community participation is crucial for successful network upgrades, reinforcing BitTensor’s decentralized ethos.
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February 8, 2025

"The person who controls the memes controls the world" - Luca Netz

Bankless

Crypto
Others

Key Takeaways:

  • 1. Meme coins are evolving into multifaceted entities that serve as cultural, community, and ecosystem pillars, offering diverse functionalities beyond their meme origins.
  • 2. Effective marketing strategies and compelling origin stories are crucial in building strong communities and driving the real-world adoption of meme coins.
  • 3. Controlling meme narratives is a powerful tool for influencing societal trends and can determine the global impact and success of a meme coin.
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