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AI Podcasts

June 13, 2025

What You Missed in AI This Week (Google, Apple, ChatGPT)

a16z

AI
Key Takeaways:
  1. AI is rapidly democratizing sophisticated content creation and enabling entirely new business models. The speed of innovation is intense, making it both an exciting and "exhausting" time for creatives and builders.
  2. Video & Voice Converge: AI is now generating synchronized audio-visual content from simple text prompts, opening a Pandora's box for storytellers and "faceless" creators.
  3. Consumer AI Pays: Startups in consumer AI are scaling revenue at unprecedented rates, proving users will pay premium subscriptions for powerful, AI-native experiences.
  4. AI-Assisted Entrepreneurship: The barrier to launching a brand or product is crumbling, as AI tools empower anyone to design, market, and even conceptualize businesses with previously unimaginable speed and ease.
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June 12, 2025

How We Built A $300M+ Onchain Business in 2025 - Sky Founder, Rune Christensen

The Rollup

AI
Key Takeaways:
  1. Hyper-Rational Focus Wins: Targeting "mercenary capital" with the best risk-adjusted returns creates a superior product for all users.
  2. Decentralized Innovation Engine: The "Stars" ecosystem is Sky's scalable solution for dynamic yield generation and market penetration, adapting faster than centralized models.
  3. AI is the Arbiter: Future stablecoin dominance will be heavily influenced by AI, both in yield sourcing by protocols and in product selection by users seeking maximum efficiency.
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June 11, 2025

The Ultimate AI Video Stack: Up-to-Date Best Tools to Make Content With AI

a16z

AI
Key Takeaways:
  1. Assemble Your AI Arsenal: Master video creation by strategically combining specialized tools: V3 for text-to-video, Cling 2.1 for image animation, Hedra for lip-sync, Higsfield for VFX, and Krea for multi-model experimentation and enhancement.
  2. Master the Art of the Prompt: Precision in prompting is paramount. Sequential descriptions in V3 ensure narrative coherence, while ample text for audio prevents awkward AI-generated filler.
  3. Iterate, Enhance, Conquer: Beyond initial generation, platforms like Krea are crucial for refining AI video, offering upscaling, frame rate boosts, and cross-model comparisons to achieve professional-grade outputs.
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June 10, 2025

Giving New Life to Unstructured Data with LLMs and Agents

a16z

AI
Key Takeaways:
  1. Embrace Predictable AI: Shift focus from chasing perfect AI accuracy to building systems where AI errors are predictable and manageable, enabling human oversight where it matters most.
  2. Agents as Co-Pilots: Leverage AI agents to accelerate development and design ("compile time"), but maintain human control and deterministic execution in production ("runtime").
  3. Reimagine Customer Experience: AI offers a profound opportunity to move beyond process optimization and create entirely new, more intuitive, and efficient ways for customers to interact with businesses.
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June 9, 2025

Shakeel Hussein: Ridges AI, Bittensor AI Agents, Decentralized Software Engineering | Ep. 47

Ventura Labs

AI
Key Takeaways:
  1. Ridges AI is pioneering a decentralized, hyper-competitive model for AI-driven software development. Speed, open innovation, and smart incentives are their weapons of choice in the race to automate coding.
  2. Execute Relentlessly: In the fast-paced AI domain, Ridges AI prioritizes rapid iteration and learning over perfecting initial designs.
  3. Open Code, Fierce Competition: Making agent code public is designed to spark a continuous improvement cycle, as miners build upon each other's work.
  4. The End of Human Coding is the Goal: Shakeel's explicit aim is for Ridges AI agents to entirely replace the need for human software engineers.
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June 8, 2025

We have a problem with ChatBot Arena.

Machine Learning Street Talk

AI
Key Takeaways:
  1. Gaming is Rife: Major players admit to fine-tuning models specifically for Arena, meaning high scores don't always reflect real-world, generalizable capability.
  2. Data Access Skews Results: Preferential treatment in sample rates and access to Arena data for fine-tuning gives proprietary models a significant, often undisclosed, advantage.
  3. Transparency & Fair Play Needed: ChatBot Arena must implement stricter, transparent rules—like prohibiting score retractions, limiting private models, and ensuring fair sampling—to restore trust and utility.
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June 6, 2025

China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner

Bg2 Pod

AI
Key Takeaways:
  1. Embrace Openness for AI Dominance: The US should champion open data access and aggressively recruit global AI talent, rather than erecting counterproductive barriers, to maintain its innovation lead.
  2. Strategic Détente with China: A pragmatic approach to US-China relations, potentially involving chip-for-mineral trades, is crucial to navigate dependencies and mitigate geopolitical risks while fostering domestic capabilities.
  3. Proactive Industrial & Economic Policy: Success hinges on coherent industrial strategies that learn from global competitors and economic policies that balance growth stimulus with long-term fiscal health.
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June 6, 2025

The State of Consumer Tech in the Age of AI

a16z

AI
Key Takeaways:
  1. Velocity is King: In the early AI era, rapid iteration and staying at the cutting edge of model capability is the primary competitive advantage.
  2. Value Unlocks Wallets: Consumers will pay substantially more for AI tools that directly save time or perform valuable work, shifting subscription norms.
  3. Connection Reimagined: AI companions are meeting a deep-seated human need, potentially enhancing, not just replacing, human interaction, while the next big social paradigm is still up for grabs.
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June 4, 2025

How Fei-Fei Li Is Rebuilding AI for the Real World

a16z

AI
Key Takeaways:
  1. **Spatial is Special:** The 3D world is AI's next grand challenge; understanding it is key to more general intelligence.
  2. **Deep Tech, Deep Impact:** Building foundational 3D world models is a complex, resource-intensive endeavor with transformative, cross-industry potential.
  3. **Beyond Reconstruction, Towards Creation:** 3D AI will not only help us understand and navigate our world but also empower us to generate and experience infinite new realities.
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Crypto Podcasts

December 31, 2025

Steady Lads 100th Episode Year End Spectacular w/ Special Guests

Steady Lads Podcast

Crypto
Key Takeaways:
  1. The Macro Pivot: Fiscal dominance is replacing monetary policy as the primary market driver.
  2. The Tactical Edge: Accumulate Bitcoin dominance while shorting legacy "dino" alts that lack cash flow.
  3. The 2026 roadmap favors protocols that act as the plumbing for the AI economy.
See full notes
December 31, 2025

27 Crypto Predictions for 2026 (Ethereum Renaissance, BlackRock Chain & More)

Bankless

Crypto
Key Takeaways:
  1. The Macro Transition: Institutional Convergence. Crypto is shedding its speculative skin to become a fundamental asset class. This transition mirrors the 2002 post-bubble internet era where utility replaced hype.
  2. The Tactical Edge: Identify the Compounders. Focus on protocols with durable income and deep moats. Avoid the "L1 rotation" and prioritize DeFi entities integrating with real-world credit markets.
  3. The Bottom Line: 2026 is about survival and positioning. The winners will be those who build sustainable equity value rather than chasing the next speculative token flip.
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December 31, 2025

2026 Crypto Predictions with Haseeb Qureshi

The Rollup

Crypto
Key Takeaways:
  1. Capital is migrating from "AI slop" back to crypto-native fundamentals as interest rates drop and fiscal stimulus kicks in.
  2. Prioritize stablecoin distribution plays and equity perpetuals that utilize RFQ models to minimize funding rate volatility.
  3. 2026 is the year crypto grows up. The winners will be those building functional products that solve the last-mile problem for global finance.
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December 31, 2025

The Rollup 2025 Awards Ceremony & 2026 Market Predictions

The Rollup

Crypto
Key Takeaways:
  1. The merger of institutional distribution and decentralized settlement creates a Neo Finance layer that renders the TradFi versus DeFi debate obsolete.
  2. Prioritize the last mile by integrating stablecoin payment cards or yield bearing assets into existing fintech wrappers.
  3. 2026 belongs to protocols with verified revenue and institutional partnerships. The era of vibe-based valuation is dead.
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December 31, 2025

2026 Predictions: BTC & ETH Hit Record Highs, TradFi Uses Solana: Bits + Bips

Unchained

Crypto
Key Takeaways:
  1. Capital is migrating from offshore exchanges to regulated US derivatives markets as the CME faces competition from Coinbase.
  2. Prioritize stablecoins with transparent reserve locations to avoid contagion where a bank failure triggers a crypto de-peg.
  3. Success depends on building utility-first infrastructure rather than chasing the ghost of 2021-style token launches.
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December 30, 2025

How Canton Network Was Built for Institutional Use in Crypto

The DCo Podcast

Crypto
Key Takeaways:
  1. The transition from speculation to utility. Capital is moving from crypto native games to real world efficiency gains.
  2. Prioritize infrastructure. Build or invest in protocols that prioritize liquidity and institutional compliance over short term retail hype.
  3. The next year will see the crypto casino fade as institutional rails like Canton Network enable the migration of trillions in traditional assets.
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