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AI Podcasts

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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June 4, 2025

Sam Dare: Templar Bittensor Subnet 3, Decentralized Pretraining Models, Open-Source AI | Ep. 46

Ventura Labs

AI
Key Takeaways:
  1. Decentralized Pre-training is AI's Liberty Bell: Control over foundational models is control over future narratives; open, permissionless networks are the defense.
  2. Incentives Fuel Collective Genius: Bittensor's core strength lies in aligning distributed miners through sophisticated economic games, turning individual efforts into collective super-intelligence.
  3. Training is the New AI Moat: As AI capabilities consolidate, the sovereign ability to train bespoke, foundational models will become the ultimate strategic asset for individuals and organizations.
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June 4, 2025

Hash Rate - Ep 116 - GAIA Subnet 57 - AI Weather - $TAO

Hash Rate pod - Bitcoin, AI, DePIN, DeFi

AI
Key Takeaways:
  1. AI Weather is Here: AI models like Microsoft Aurora are outperforming traditional weather forecasting in speed, cost, and increasingly, accuracy, making GAIA's offering highly competitive.
  2. BitTensor = High-Risk, High-Reward Incubator: The DTA model accelerates market feedback but pressures subnets to monetize quickly; GAIA is racing to generate revenue to achieve sustainability.
  3. Liquidity is King: The influx of capital from other chains into BitTensor subnets and direct revenue generation are critical next steps for projects like GAIA to realize their valuation potential beyond the current crypto-niche.
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June 3, 2025

Hash Rate - Ep 115 - SYNTH Subnet 50 - Bittensor TAO

Hash Rate pod - Bitcoin, AI, DePIN, DeFi

AI
Key Takeaways:
  1. Probabilistic Power: Synth’s value lies in modeling uncertainty through probability distributions, not just hitting price targets, making its data highly versatile for sophisticated risk management and AI training.
  2. Incentives Drive Innovation: The high root TAO APY may be stifling subnet growth; reducing it faster could catalyze more capital and innovation across the Bittensor network.
  3. Competition is King: A competitive environment, including potential deregistration for underperforming subnets, is crucial for Bittensor's evolution and for ensuring that TAO emissions reward genuine value creation.
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May 31, 2025

Varimo: Bittensor Subnets, TaoHash, Dynamic Tao, Privacy Coins, Crypto Investing, AI | Ep. 45

Ventura Labs

AI
Key Takeaways:
  1. Profit-Taking is Paramount: When you've made life-changing money, change your life – don't let paper gains evaporate.
  2. Bet on Bittensor's Talent: The concentration of high-caliber individuals in the Bittensor ecosystem signals immense potential for disruptive innovation.
  3. Follow the AI Capital: AI is poised for significant capital inflow; identify projects with strong fundamentals and teams within this narrative.
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May 30, 2025

OpenAI, Hyperliquid, and the Internet's Next Growth Phase | Roundup

Bell Curve

AI
Key Takeaways:
  1. AI is the primary internet growth driver; crypto will largely be downstream.
  2. Hyperliquid's app-first L1 strategy and strong fee generation make it a formidable, closely-watched player.
  3. The era of "free money" airdrops is fading, replaced by "skin-in-the-game" token launches and significant institutional capital via treasury vehicles.
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May 30, 2025

Novelty Search May 29, 2025

taostats

AI
Key Takeaways:
  1. Democratization Unleashed: Subnet 17 radically lowers barriers to 3D content creation, empowering indie developers and non-artists.
  2. Gaussian Splats are Hot: This representation is emerging as a key technology for fast, high-fidelity 3D AI, and Subnet 17 is at the forefront.
  3. Web2 Validation is Key: Partnerships like the Unity "verified solution" status signal BitTensor's growing real-world utility and credibility, presenting opportunities for miners and the TAO ecosystem.
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Crypto Podcasts

December 24, 2025

Why It Matters That Crypto Is Not Purely for Degens Anymore: DEX in the City

Unchained

Crypto
Key Takeaways:
  1. The Macro Shift: Crypto is adapting to the real world rather than forcing the world to adapt to it.
  2. The Tactical Edge: Build for institutional compatibility by integrating modular compliance tools before they become mandatory.
  3. The Bottom Line: The death of "crypto" as a niche category is the birth of crypto as a global standard.
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December 23, 2025

Is Now a Good Time to Buy BTC? Or Should You Wait for THIS Setup? - Bits + Bips

Unchained

Crypto
Key Takeaways:
  1. The Macro Shift: Deregulation is the new meta-theme. As the "Empire Strikes Back," traditional giants like Visa and Stripe will integrate crypto rails and turn the tech into invisible "TCP/IP" for finance.
  2. The Tactical Edge: Monitor M&A activity during holiday periods. Look for "quality supply" consolidation where winners absorb the IP of failing projects.
  3. The Bottom Line: 2026 is the target for a high-quality rally. The current shakeout is a feature designed to filter out the "nonsense supply" before the $40 trillion RIA channel arrives.
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December 24, 2025

How Crypto Users Get Rekt and How You Can Stay Safe

Unchained

Crypto
Key Takeaways:
  1. The Human Layer Exploit. As code becomes more robust, the attack surface moves to the people managing it. Security is now an HR and psychology problem as much as a technical one.
  2. Deploy YubiKeys. Replace SMS and app-based 2FA with hardware keys to stop phishing. If a site cannot talk to your physical key, the attacker cannot steal your session.
  3. Security is a process of adding layers, not a one-time audit. If you do not have a "blast radius" strategy to isolate your funds, you are one bad click away from a total loss.
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December 24, 2025

Regulation Shifts as Security Becomes the Real Risk

Unchained

Crypto
Key Takeaways:
  1. The Macro Evolution: The Institutional Osmosis. Crypto is no longer a parallel universe but a high-speed rail for traditional assets.
  2. The Tactical Edge: Audit Your Humans. Implement "Camera-On" policies and cross-verify identities via physical meetups to neutralize remote infiltration.
  3. The Bottom Line: Survival in the next 12 months depends on moving from "Degen" security to "Enterprise" resilience as the lines between Coinbase and BlackRock vanish.
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December 23, 2025

The End of Forever Games Is Closer Than You Think

The DCo Podcast

Crypto
Key Takeaways:
  1. The Macro Shift: Content Abundance vs. Attention Scarcity. As AI makes the "what" of gaming cheap, the "where" (distribution) and "who" (high-LTV users) become the only defensible assets.
  2. The Tactical Edge: Skin the Game. Use AI to rapidly iterate on visual assets for existing mechanics to capture trending subcultures within crypto communities.
  3. The Bottom Line: The future of gaming isn't about building a 10-year world; it's about building high-fidelity, ephemeral experiences that drive value to on-chain ecosystems.
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December 23, 2025

Ben Cowen on Where Crypto is Going in 2026

Bankless

Crypto
Key Takeaways:
  1. The Macro Shift: Macro gravity is currently winning as high interest rates suppress risk-on assets while AI captures the remaining speculative energy.
  2. The Tactical Edge: Accumulate Ethereum only when it enters the regression band and Bitcoin when it touches the 200-week moving average.
  3. The Bottom Line: The next major opportunity likely arrives in the summer of 2026 when monetary policy finally turns accommodative and the labor market stabilizes.
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