I talked with @TEXASOL61 to break down why volatility is showing up everywhere, what it means for bitcoin, and whether investors now need AI to win. We also discuss decentralizing AI and the energy grid, tokenization, BlackRock’s push into crypto, and the US debt problem. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:10 - What AI can learn from bitcoin decentralization 4:07 - Securing data & the first party data boom 9:41 - Energy grid, demand management & Base Power 16:43 - Why volatility is everywhere 20:27 - Do you need AI to invest now? 22:48 - Public meets private markets & tokenization 26:54 - Bitcoin is backed by compute 29:42 - BlackRock, tokenization & the future of lending 33:42 - US debt crisis & consumer lending 37:11 - Politics, affordability & misinformation 43:43 - What’s next for Arch Public?”

“I talked to many of the young people on these demonstrations. And I heard again and again that what they fear is fascism in France. And it’s clear to me that when they spoke about fascism, they were speaking about you. Are you a fascist?” asks 60 Minutes’ Trevor Phillips.

I talk a lot about how dynamic trading is. The probabilities change every bar much like in poker when each successive card is turned over. Today is one of those pivotal price action days where the likelihood of major sectors having put in a lower high increased significantly.

I talked to a 21-year-old today whose ads acquire a client for $700. That client pays him $4,000/month. Average LTV: $16,000. He was afraid to spend more money on ads. If he had spent $100K at the same CAC: 143 clients. $2.29M in lifetime revenue. He wasn’t afraid to lose $100K. He was afraid to make $2.2M.

I talked to Sid & Robert about building Claude Code: how much things have changed, how hard it's been to keep up with model capabilities and also what we miss about software engineering before AI.

I talk a lot about keeping life simple and avoiding unforced errors. However, very recently I believe I have made an unforced error in my personal life. Nothing irreversible but just have to soldier through it for a bit. Annoyed at myself that I did not think through alternative scenarios. I will have to treat this as an experience and a lesson. Yes its a vague post but just trying to keep it real, nothing to do with professional life, etc

I talk with 10+ businesses a week. They all want to know: how to get ready for agents? Yes... you can (or should) build an MCP etc, but an important and easy thing is simply to use @stripe Checkout or Elementn s, with @link on. We're optimizing our UIs to be agent-friendly. 🛒🤖