About this episode
0:00 Welcome to the show!
2:24 The bitcoin capital vacuum and interaction with other singularities.
6:58 A bitcoin standard will change capital structures (equity vs debt financing).
10:35 Acceleration of product market fit and the implications for capital allocation.
21:13 Vibe coding comes to video with Veo 3. Can it invert the product development process?
25:45 What will still be scarce as costs trend toward zero?
32:17 The value of authenticity when signing with a private key.
36:03 Revisiting proof of personhood - is there a compelling use-case?
39:30 Was the initial distribution of bitcoin fair?
48:31 Is concentration in early adopters a point of contention or a natural outcome?
53:30 Revisiting equity vs. debt.
59:39 We want a vibe coded music maker.
1:04:18 Building a Nostr bot using Lightning.
1:13:55 We already see examples of how a deflationary currency would work.
1:19:05 A new monthly meetup at Presidio Bitcoin: ??uilders.
1:25:26 Home equity to buy bitcoin with Horizon and Sovana.
1:33:22 Saylor will eventually buy Boeing???
1:36:46 How Max changed his mind on Saylor and Strategy.
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