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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 26, 2025

2025 Crypto Year in Review, Part 1: Shit Talking Edition

Unchained

Crypto
Key Takeaways:
  1. The industry is moving from speculative points to protocol revenue.
  2. Monitor L2 sequencer revenue models.
  3. 2025 is the year crypto stopped pretending and started building businesses.
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December 26, 2025

Our 2026 Crypto Predictions

Empire

Crypto
Key Takeaways:
  1. The AI capex cycle is the new North Star for crypto liquidity. If next-gen chips underdeliver, the risk-off contagion will hit crypto first.
  2. Accumulate blue-chip DeFi protocols like Aave or Morpho. These middlemen are better positioned to capture fintech integration than speculative L1s.
  3. 2026 is the year crypto stops selling potential and starts selling efficiency. Survival depends on being close to the customer.
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December 26, 2025

How To Fix Crypto's Token Dilemma

Lightspeed

Crypto
Key Takeaways:
  1. The Macro Trend: The transition from passive liquidity to proactive, infrastructure-integrated market making.
  2. The Tactical Edge: Prioritize protocols that control the issuance layer rather than those just providing a venue for existing assets.
  3. The Bottom Line: Liquidity is a commodity, but distribution and issuance are the only durable moats in a high-speed SVM environment.
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December 26, 2025

Where Solana is Better Than Bitcoin & Ethereum

The DCo Podcast

Crypto
Key Takeaways:
  1. The transition from "Store of Value" to "Medium of Utility." As networks mature, the market will value throughput and censorship resistance over simple supply caps.
  2. Allocate capital toward ecosystems with the highest developer activity and transaction density. Focus on chains building hardware-level censorship resistance rather than those just tweaking economic parameters.
  3. The next three years will prove that the most useful tool wins the money war. If Solana achieves its roadmap, its asset becomes the default unit of account for the digital economy.
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December 24, 2025

12 Big Crypto Predictions for 2026

Bankless

Crypto
Key Takeaways:
  1. The movement from "Crypto as an Asset" to "Crypto as Infrastructure" where public ledgers settle everything from payroll to global equities.
  2. Prioritize protocols with explicit fee-sharing or buy-and-burn mechanisms that capture on-chain revenue as value moves to the application layer.
  3. 2026 is the year the "DeFi Mullet" (Fintech in the front, DeFi in the back) becomes the standard operating procedure for the global economy.
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December 24, 2025

Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies

Forward Guidance

Crypto
Key Takeaways:
  1. The migration from cyclical to software-driven earnings creates a higher floor for valuations that traditional bears ignore.
  2. Accumulate industrial and precious metals before the market prices in the late 2026 overheating phase.
  3. The path to S&P 8,000 is paved with high margins and a Fed that cannot afford to stop easing.
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