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AI Podcasts

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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October 28, 2025

The Best AI Agents are Competing for Rank (and Profit) | Andrew Hill, Recall CEO

The DCo Podcast

AI
Key Takeaways:
  1. AI Needs a Referee. Agents are programmed to win, not necessarily to follow the rules. Their tendency to "game the system" makes external, on-chain verification protocols essential for alignment and trust.
  2. Trading is Just the Tip of the Spear. Crypto trading is the perfect initial use case due to its clear, objective metrics. The real goal is a decentralized "skill marketplace" where any organization can fund a competition to find the best agent for any task.
  3. The Platform War is Here. A battle is unfolding between closed ecosystems like OpenAI, which aim for platform lock-in, and an open, decentralized future. This creates a massive opportunity for neutral evaluation layers to become the definitive source of truth for AI performance.
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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 Knowledge." AI excels at digesting published literature but fails on problems requiring unwritten, community-held intuition, which remains a key human advantage for now. Jitomirskaya predicts her problem will take AI 10-20 years to solve.
  2. Mathematicians Won't Be Replaced, They'll Be Upgraded. The future role of a mathematician is less about routine work and more about creative problem formulation. AI tools like Lean will handle verification, shifting peer review from "Is it correct?" to "Is it interesting?"
  3. Math May Become a Sport. If AI eventually masters creativity, the human practice of mathematics may persist like chess—an activity pursued for its intrinsic value and intellectual challenge, even if a machine is the undisputed world champion.
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Crypto Podcasts

February 3, 2026

The Crypto Community Hangover w/ David Hoffman

The Gwart Show

Crypto
Key Takeaways:
  1. Crypto's initial broad vision has narrowed to specific financial use cases, while AI and traditional markets capture broader attention. This means builders must focus on tangible value and investors on proven models.
  2. Identify projects with novel token distribution models (like Cap's stablecoin airdrop) or those building consumer-friendly applications within new ecosystems (like Mega ETH) that address past tokenomics failures.
  3. The industry is past its naive, speculative phase. Success hinges on practical applications, robust tokenomics, and competing with traditional finance, not just abstract ideals.
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February 3, 2026

The Crypto Community Hangover w/ David Hoffman

The Gwart Show

Crypto
Key Takeaways:
  1. The Macro Shift: From unbridled, community-driven idealism to a pragmatic, business-focused approach. Early crypto imagined a world where "everything is a thing on Ethereum," but reality has narrowed its primary use cases to finance and trading, forcing a re-evaluation of tokenomics and community models. This shift is also driven by AI capturing mindshare and traditional finance co-opting blockchain tech.
  2. The Tactical Edge: Re-evaluate token distribution models. Instead of relying on inflationary yield farming that creates sell pressure, explore innovative approaches like Cap's "stable drop" (airdropping stablecoins, then inviting participation in a token sale) to align incentives and attract long-term holders. Focus on building real products with defensible business models, even if they lean more "business" than "protocol."
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February 2, 2026

Gavin Zaentz & Pranav Ramesh: Leadpoet, Lead Generation, Intent-Driven Sales Automation | Ep. 79

Ventura Labs

Crypto
Key Takeaways:
  1. The shift from centralized, static data aggregation to decentralized, real-time, incentivized intelligence networks is fundamentally changing how data-intensive industries operate.
  2. Investigate subnet opportunities where incumbent data quality is low and validation is a core challenge.
  3. The future of sales is not just about more leads, but smarter, fresher, and more relevant ones.
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February 3, 2026

Gold Crashes, Bitcoin Slides, and the Fed Shock Markets

Unchained

Crypto
Key Takeaways:
  1. The Macro Shift: As trust erodes in traditional financial systems and geopolitical risks rise, capital is flowing towards more efficient, permissionless DeFi markets. This is forcing traditional finance to adapt or lose market share.
  2. The Tactical Edge: Evaluate DATs trading below NAV for potential M&A or activist plays, as these discounts often reflect management misalignment rather than fundamental asset weakness.
  3. The Bottom Line: The current market volatility, Fed policy shifts, and the rise of DeFi are not just noise; they are reshaping capital allocation. Investors and builders must understand these structural changes to position for the next cycle of institutional adoption.
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February 2, 2026

Metals Crash & Bitcoin Breaks $80k

1000x Podcast

Crypto
Key Takeaways:
  1. Global economic uncertainty and tariff threats are triggering a broad risk-off sentiment, creating dislocations where fundamentally strong assets are sold indiscriminately.
  2. Reallocate capital from speculative metals positions into Bitcoin at current levels and high-conviction, revenue-producing crypto platforms like Hyperliquid.
  3. The current market turbulence is separating the signal from the noise. Focus on assets with strong fundamentals and organic usage, as they are poised for significant gains once the broader market stabilizes.
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February 3, 2026

Is BTC A Buy, Metals Crash, Hyperliquid RWAs, New Fed Chair

1000x Podcast

Crypto
Key Takeaways:
  1. Global market indigestion is creating a flight to quality and a re-evaluation of speculative assets. This environment favors fundamentally strong assets and platforms with clear utility over pure FOMO plays.
  2. Consider tax-loss harvesting Bitcoin positions that are out of the money and reallocate to high-conviction, revenue-producing crypto assets like Hyperliquid.
  3. The "crypto portfolio" concept is evolving; focus on individual assets with strong organic usage and mega-trend tailwinds. This strategic shift will differentiate winners from losers in the coming market cycles.
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