Strategy's STRC Buying Spree, Open-Source AI Blind Spots, Bitcoin Stablecoins from Utexo & Ark
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0:00 Opening banter: Elon chocolate, Dipsea registration, and college basketball
9:55 New York PubKey ₿uilder event and Spiral retreat recap
12:35 Presenting agentic commerce and the case for Bitcoin payments
15:50 Agentic payments: open questions, hype vs reality
18:35 Hype vs reality in current agentic payment adoption
21:38 Consumer commerce as the clearest early use case
23:38 Ads, trust, and why LLM commerce may break the Google model
28:45 Yahoo, Google, and the economics of search monetization
34:56 Subscriptions, open models, and the future AI business model mix
45:00 Open-source AI: where the biggest gaps and opportunities may be
47:35 Linux, cloud infrastructure, and lessons for AI’s open stack
56:40 The open standard: open models, open hardware, and verifiable compute
1:02:32 Bitcoin-native rails for agent coordination, collateral, and payments
1:17:48 Meta, “performance art” agents, and the limits of current social AI
1:20:28 Voice interfaces, agent orchestration, and the future of work
1:35:02 Strategy’s STRC buying spree and Bitcoin-based yield demand
1:40:07 Bitcoin-based stablecoins from Utexo, Ark Labs, and Tether
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SHOW NOTES:
PubKey Podcast with Steve, Haley and Mat: https://www.youtube.com/watch?v=01NLHgBO-dM
STRC Tracker: strc.live
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