PBJ

0:00 - Intro, storms hitting SF, basketball

9:00 - Builder Lab launches with a rebuilt Buzz

24:00 - What’s holding back bitcoin payments at Square?

29:00 - NVIDIA turmoil and potential contagion for bitcoin

37:00 - Can AI infrastructure financing keep pace with demand?

42:00 - Anthropic’s IPO pitch and dependence on SpaceX

47:00 - Can frontier AI labs master hardware and energy?

56:00 - Comparing Anthropic and OpenAI’s paths to leadership

59:00 - Can recursive self-improvement overcome physical bottlenecks?

1:05:00 - Who controls runaway AI, and where China fits

1:09:00 - Google Glasses return: Can AI change adoption?

1:19:00 - Could AirPods be Apple’s strongest AI wearable?

1:22:00 - Building a prediction pool beyond binary bets

1:25:00 - Power breakthroughs, long-duration storage and offshore compute

1:29:00 - Reacting to reported flight disruptions and infrastructure risks

0:00 - Halloween, basketball, and the changing NCAA rules

7:04 - Block’s Dessa speech model: why sound more human?

12:56 - Do human-like AI interfaces put our agency at risk?

26:27 - Can private AI compete with subsidized frontier models?

36:02 - Could Mesh LLM make local AI pay for itself?

39:54 - Binance hack and hardware wallet supply-chain risks

47:59 - Rethinking bitcoin custody as AI attacks intensify

53:59 - Frozen stablecoin collateral exposes hidden risks in DeFi

58:45 - Why Google is entering crypto self-custody

1:05:18 - Why better technology hasn’t delivered bitcoin payment adoption

1:13:31 - Is online gambling finding real demand for Lightning?

1:18:08 - Square payments: fixing checkout friction and communicating rewards

1:25:57 - AI agents and services worth paying bitcoin for

1:27:27 - Could bitcoin naming work without scaling to everyone?

1:33:30 - Will AI chat interfaces control the internet?

Show Notes:

Dessa: https://block.xyz/dessa

Mesh LLM: https://meshllm.cloud/

Spiral: https://spiral.xyz/

SUBSCRIBE:

https://www.youtube.com/@PresidioBitcoin

0:00 - PBJ returns

1:01 - AGNTCon takeaways and Goose Development Kit demos

4:48 - Sig demo: bringing decentralized AI (Mesh LLM) and bitcoin to Signal

7:05 - Paying for AI inference with bitcoin over Lightning (Lexe, Alby)

16:14 - Mesh LLM as a buyer of unused GPU compute

23:44 - Privacy, security and liability in decentralized AI compute

28:15 - Can AI agents borrow bitcoin and access credit?

41:06 - Chamath's Bitcoin-to-zero warning and assessing the real risks

46:09 - How secure and resilient is Bitcoin Core against AI-discovered vulnerabilities?

52:23 - The mathematical risks AI poses to bitcoin and cryptography

1:04:14 - Why bitcoin faces unique cybersecurity and quantum risks

1:10:04 - Using AI to rethink Tesla, SpaceX and personal investing

1:16:16 - Tesla's Full Self-Driving and changing minds on Elon

1:20:00 - The long-term investment case for Tesla and SpaceX

1:24:05 - Creating professional presentations with Claude Design

Show Notes:

goose: https://goose-docs.ai/

Mesh LLM: https://meshllm.cloud/

Chamath on bitcoin: https://www.youtube.com/watch?v=kAwG9E1W_ME&t=6428s

Claude reveals ECDSA curve origins: https://www.anthropic.com/research/ecdsa-curve-origins

Project Loupe: https://www.projectloupe.org/

0:00 - Confirming DK's identity

2:10 - Naming Open Source AI, how about Open Superintelligence?

5:53 - Open weights, open source, and model transparency

12:02 - Why NVIDIA could make Open Superintelligence real

19:50 - Is bitcoin dying from AI and quantum?

24:56 - ECDSA, and bitcoin’s assumptions

31:55 - OpenAI math breakthroughs and mathematicians’ backlash

39:04 - Winning people over with useful AI demos

49:52 - Fresh addresses, Taproot, and public key risk

57:35 - Steve's visit to Chaincode Dialogues and post-quantum bitcoin

1:02:57 - Anthropic security scans and Project Loupe

1:10:37 - Ledger supply-chain attack and hardware wallet trust

1:14:30 - Personal agents, GrokBot, and AI wallets

1:21:05 - Agent loops, email access, and deterministic control

1:33:23 - Cash App whole-coiner financing and AI banks

0:00 - NCAA chaos and travel plans

4:06 - Deepfakes and proving identity (biometrics, signed video, Face ID)

12:07 - Key storage, social recovery and webs of trust

18:43 - Ideas for PBJ: AI fact-checkers, audience agents, live summaries

29:13 - Could an AI become PBJ’s fourth host (via Goose Development Kit)?

32:21 - What the White House AI accord actually does

37:18 - The problem with traditional audits for probabilistic AI systems

43:40 - america.gov and the AI ovethaul of government services

47:56 - Starlink’s path to becoming the internet

51:39 - Starlink’s (surprising) share of global internet capacity

58:42 - Starlink's centralization risk

1:08:48 - The future of the nation state

1:15:55 - Building agent economies with bitcoin

1:24:28 - Bitcoin for agent coordination and streaming inference payments

Show Notes:

White House Super Intelligence executive order: https://www.whitehouse.gov/presidential-actions/2026/09/inaugurating-the-era-of-super-intelligence

AI-powered government services portal: https://america.gov/