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AI Podcasts

October 27, 2025

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

Epoch AI

AI
Key Takeaways:
  1. Folklore Knowledge is AI’s Next Frontier. The true test for advanced AI in abstract fields is not solving problems from a textbook but acquiring the unwritten, intuitive knowledge that experts possess.
  2. Automated Proof Verification Will Reshape Research. Within years, tools like Lean, powered by AI translators, will create a verifiable database of all mathematics, fundamentally changing how papers are published and refereed.
  3. Human + Machine is the New Paradigm. AI will become an indispensable assistant, automating routine work and pushing mathematicians to focus on what humans still do best: true creativity and formulating entirely new models.
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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. **The "Folklore" Bottleneck:** AI's primary limitation isn't complex logic but its inability to access uncodified, expert intuition—the "folklore" that guides human problem-solving.
  2. **Automation Breeds Creativity:** As AI handles routine calculations and arguments, the value of human mathematicians will shift entirely to creative and abstract thinking, raising the bar for what constitutes a meaningful contribution.
  3. **Proof Verification Is the Next Revolution:** The most immediate and profound change in mathematics will be AI-driven, formally verified proofs, which will guarantee correctness and reshape the entire publishing and peer-review landscape.
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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 Next Frontier is Unwritten Knowledge. AI has mastered logic, but its true test is acquiring the implicit, "folklore" knowledge that experts use intuitively but rarely write down.
  2. Human Mathematicians Will Become Purely Creatives. As AI automates routine calculations and arguments, the role of a mathematician will shift entirely to high-level abstraction, creative problem formulation, and intuition.
  3. Formal Verification Will Revolutionize Publishing. The combination of AI translators and formal proof assistants like Lean will soon make it possible to automatically verify all mathematical papers, fundamentally changing how research is validated and published.
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October 25, 2025

The Universal Hierarchy of Life - Prof. Chris Kempes [SFI]

Machine Learning Street Talk

AI
Key Takeaways:
  1. Life is a Process, Not a Substance. Stop defining life by its carbon-based hardware. The most fundamental properties of life are functional and informational processes that can manifest on any substrate, including human minds (culture) or silicon (AI).
  2. Physics is the Great Equalizer. While the universe may teem with diverse biochemistries, all life is governed by the same physical constraints. These universal laws make life predictable at a macro level, creating evolutionary targets and forcing convergent solutions.
  3. Evolutionary Leaps Aren't Random. Major transitions in life’s complexity, like the emergence of multicellularity, are often responses to hitting a hard physical wall, frequently triggered by radical environmental change. Evolution innovates most profoundly when its back is against the wall.
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October 24, 2025

Hash Rate - Ep 139 - Sundae Bar: Subnet 121

Hash Rate pod - Bittensor $TAO & Subnets

AI
Key Takeaways:
  1. The "App Store" for AI Has Arrived. Sundae Bar isn't just a subnet; it's a full-stack business aiming to be the Shopify for AI agents, handling everything from discovery and custom builds to payments and monetization.
  2. They Cracked the Custom Agent Puzzle. By integrating Leta Evals, Sundae Bar bypasses the need for a standardized benchmark. It can objectively grade bespoke agents, ensuring clients get high-quality, useful tools instead of gamed outputs.
  3. Main Street Meets Crypto. As a publicly listed company with a CEO from Red Bull, Sundae Bar is built to bridge the gap between complex AI infrastructure and real-world business needs, making it one of the most compelling vehicles for mainstream adoption in the Bittensor ecosystem.
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October 24, 2025

Why This Bull Market Feels Like a Bear! Downtober Explained

Bankless

AI
Key Takeaways:
  1. Altcoin Malaise Defines Sentiment: The real temperature check of the market isn't Bitcoin's price, but the performance of the "middle of the market." As long as altcoins lag, bearish sentiment will persist, even in a technical bull run.
  2. Gold's Rally is Bitcoin's Prologue: Watch the flow of capital into gold. As central banks de-dollarize and a staggering $7.5 trillion sits in money market funds, gold is the first stop. Bitcoin is the next logical destination for that capital seeking a digitally native, debasement-resistant asset.
  3. AI Agents Need Crypto Wallets: The convergence is here. AI models are already competing in trading competitions on-chain, and platforms like Coinbase are building the infrastructure (X42, MCP wallets) for AI agents to hold and spend crypto, creating a new machine-to-machine economy.
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October 23, 2025

Waiting for AI's phase change in mathematics - Ravi Vakil

Epoch AI

AI
Key Takeaways:
  1. **Wait for the "Wow" Moment.** Don't be fooled by incremental progress. The true AI revolution in math will be a qualitative "phase change"—a sudden leap in creative reasoning, not just better computation.
  2. **Think Native, Not Fluent.** The deepest impact will come from the next generation of mathematicians who use AI as a native language, not a retrofitted tool.
  3. **Value Understanding Over Proof.** The ultimate measure of AI's success in mathematics won't be its ability to solve problems, but its capacity to generate genuine "epiphanies" and deepen human understanding.
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October 23, 2025

Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding

a16z

AI
Key Takeaways:
  1. English is the New Programming Language. The era of wrestling with boilerplate code is ending. AI agents are empowering anyone to build software with natural language, transforming creative ideas directly into functional products.
  2. Autonomous Agents Are Already Here. Coherent, multi-hour task execution is now possible thanks to verification loops and multi-agent systems. Expect agents to soon handle entire development workflows with minimal human oversight.
  3. We’re Trapped in a "Good Enough" AGI Loop. The explosion of value in verifiable domains like coding is creating a powerful economic incentive to perfect narrow AI. This risks trapping us in a local maximum, delaying the quest for true, generalized intelligence.
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October 22, 2025

Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya

a16z

AI
Key Takeaways:
  1. Creativity Over Code: As AI handles the "how" of software development, the most valuable skill will be the "what" and "why." The future belongs to creative orchestrators who can guide AI to build novel, emotionally resonant products.
  2. Invest in the Weird: The biggest consumer opportunities are born from ideas that initially seem odd or socially awkward. For investors and builders, the willingness to be embarrassed is a prerequisite for creating something truly new.
  3. From Intellect to Emotion: For 40 years, technology has focused on optimizing our minds and productivity. The next wave of AI-powered applications will focus on augmenting our emotional lives, from companionship to creativity.
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Crypto Podcasts

January 10, 2026

Why Crypto Still Struggles to Capture the Value It Creates | Roundup

Bell Curve

Crypto
Key Takeaways:
  1. The transition from "Software as a Service" to "Software as a Network" where value flows to the protocol layer.
  2. Prioritize infrastructure that owns the end-user relationship or provides essential stability for open stacks.
  3. AI models will migrate to crypto rails to solve the monetization gap that has hindered open-source development for forty years.
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January 10, 2026

LIVE: Aerodrome and Metadex03 | 0xResearch

0xResearch

Crypto
Key Takeaways:
  1. The Macro Trend: The transition from fragmented L2 liquidity to unified cross-chain execution.
  2. The Tactical Edge: Monitor Arrow’s Q2 launch on Mainnet to capitalize on the initial liquidity migration.
  3. The Bottom Line: Arrow is building the operating system for Ethereum liquidity. If they capture even a fraction of Mainnet the economic model moves from inflationary to net-positive.
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January 10, 2026

Jordi Alexander on Market Outlook, Token Buybacks, and Neo Finance

The Rollup

Crypto
Key Takeaways:
  1. The move from "fugazi decentralization" to "Neo Finance" means capital will flee empty L1s for protocols with verifiable revenue.
  2. Accumulate Bitcoin as a macro hedge while building a basket of revenue-generating alts like Meteora or Hyperliquid during price dips.
  3. Survival in 2026 requires moving past the "infra thesis" to find projects that treat their token as a real financial instrument.
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January 10, 2026

Zcash drama, stablecoin adoption, reinsurance markets & onchain reputation with Iron, Re, and Fluent

The Rollup

Crypto
Key Takeaways:
  1. The Macro Shift: The Unification. Legacy finance is unbundling into onchain modules where yield is derived from real-world economic activity rather than token emissions.
  2. The Tactical Edge: Audit your yield. Move capital toward protocols like RE that bridge to non-self-referential markets.
  3. The Bottom Line: The next 12 months belong to "Neo-Finance" players who dominate the boring work of regulatory compliance and fiat integration.
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January 9, 2026

Lighter’s Token Launch, Erebor Raises $350M & Walmart's Crypto Strategy

Empire

Crypto
Key Takeaways:
  1. The market is bifurcating into protocols with real product market fit and a long tail of zombie assets.
  2. Monitor the "One Pay" app ecosystem for integration opportunities.
  3. 2026 is the year stablecoins move from treasury management to domestic retail reality.
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January 9, 2026

Aerodrome’s Big Upgrade | Alexander Cutler

0xResearch

Crypto
Key Takeaways:
  1. The Macro Transition: Vertical Liquidity. Exchanges are evolving from passive pools into active revenue collectors that capture MEV and launch fees to subsidize liquidity.
  2. The Tactical Edge: Monitor Aero. Watch the Metadex03 launch in Q2 to see if liquidity migrates from Uniswap to the higher-yield Aero pools on Ethereum Mainnet.
  3. The Bottom Line: Aero is betting that better economics for liquidity providers will always win the war for volume. If they successfully export their Base dominance to Mainnet, the decentralized exchange hierarchy will be permanently altered over the next 12 months.
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