In this episode, Christopher David, a self-taught software engineer with two decades of experience, dives into the future of AI and bitcoin. Christopher offers his expert analysis on OpenAI's GPT-4o model release, the evolving dynamics between humans and AI, and the pivotal question of whether AI will replace or create millions of jobs. He also examines the future landscape of closed-source versus open-source models, the innovative ways software engineers are leveraging LLMs, and the potential arrival of AGI.

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TIMESTAMPS:

00:00:00 Introduction

00:01:35 Christopher’s software and bitcoin background

00:02:47 Thoughts on Open AI GPT-4o?

00:07:00 Is technology actually accelerating?

00:13:08 Will we use AI as a personal assistant or as autonomous agents?

00:19:18 What is AGI? When will we see AGI?

00:24:30 How will humans continue to interact with AI models?

00:28:14 Will AI replace or create jobs?

00:31:20 AI models and software engineering

00:36:14 Will open source models keep pace with closed source models?

00:38:13 One big AGI model or many niche models?

00:41:22 How does bitcoin fit into the future of AI?

00:43:05 What is OpenAgents?

00:45:53 What is an AI agent?

00:49:22 Does AI destroy moats around SaaS companies?

00:51:23 Are we approaching a technological singularity?

00:52:53 Is AI a centralizing or decentralizing technology?

00:53:58 Closing thoughts

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→ Christopher David’s Twitter: https://x.com/AtlantisPleb

In this episode, Bitstein discusses critical aspects of bitcoin's history. We begin with an analysis of the 2015-2017 blocksize war and its implications. Bitstein offers insights on potential future bitcoin fork wars and whether he would ever support any future hard forks. We explore bitcoin's antifragility and why institutions like the Mises Institute haven't fully embraced it. Bitstein also outlines the long-term vision of the Nakamoto Institute. We then examine stock-to-flow and power law models to understand bitcoin’s “boundless” total addressable market (TAM).

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TIMESTAMPS:

00:00:00 Introduction

00:01:36 2015-2017 blocksize war

00:21:21 Will there be future bitcoin fork wars?

00:27:27 Will Bitstein ever choose a future hardfork?

00:32:34 Antifragility of bitcoin

00:43:25 Why is the Mises Institute not a massive bitcoin proponent?

00:48:00 Nakamoto institute—long term vision?

00:58:26 Supporting the Nakamoto Institute

01:00:43 S2F and power law models

01:07:39 Bitcoin’s total addressable market?

01:12:22 Closing thoughts

SUPPORTING LINKS:

Nakamoto Institute: https://nakamotoinstitute.org/

Support the Nakamoto Institute: https://nakamotoinstitute.org/get-involved/

Donate to the Nakamoto Institute: https://nakamotoinstitute.org/donate/

Contact the Nakamoto Institute: https://nakamotoinstitute.org/contact/

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→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

→ Bitstein’s Twitter: https://x.com/bitstein

In this episode, Matt McClintock shares his expertise on managing thousands of bitcoins for ultra-wealthy clients. He discusses the differences between early bitcoin pioneers from 2010 and existing ultra-high-net-worth individuals (UHNWIs) buying bitcoin, the burning questions ultra high net worth bitcoin holders ask, and how bitcoin is transforming wealth inheritance. Matt dives into trust durations, jurisdictions, and tax strategies, revealing whether these UHNWIs are still buying bitcoin or diversifying and shifting to “ethical” investments. We also look at bitcoin's future in the US, the timing of ETF approvals, its total addressable market, and the surprising number of early ultra-wealthy adopters.

SUPPORT THE PODCAST:

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TIMESTAMPS:

00:00:00 Introduction

00:01:30 Matt’s background: Helping people hold thousands of bitcoins

00:04:55 Early bitcoiners vs. existing UHNWIs

00:09:47 Key questions from ultra-wealthy bitcoiners

00:12:58 Inheriting traditional assets vs. bitcoin

00:19:22 Trust duration and jurisdictions

00:25:06 Trust endings and tax implications

00:29:30 Do ultra-wealthy bitcoiners still buy bitcoin?

00:34:44 Wealthy investing in moral good vs. returns

00:38:49 How will the US and bitcoin evolve together?

00:43:25 Timing of ETF approvals

00:47:00 Bitcoin’s total addressable market

00:50:40 Surprised by ultra-wealthy early adopters?

00:53:50 Closing thoughts

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

→ Matt McClintock’s Twitter: https://twitter.com/mcclintock_m

Connect with Matt McClintock and The Bespoke Group:
→ Website: https://bespokegroup.io/
→ Matt’s X: [https://x.com/mcclintock_m
→ Company X: https://x.com/BespokeGroupCO
→ Matt’s LinkedIn: https://www.linkedin.com/in/mattmcclintock/
→ Company LinkedIn: https://www.linkedin.com/company/bespoke-service-company-llc/