Podcast
Digital Currents
Hosted by Morgan Creek Capital Management, LLC · EN
Digital Currents brings listeners engaging content from the venture capital industry with an emphasis on blockchain, artificial intelligence and big data. In each episode Morgan Creek Digital General Partners and co-hosts Mark Yusko, Xavier Segura and Sachin Jaitly explore the exciting areas of the digital ecosystem accompanied by expert guests from Morgan Creek's expansive global network.
38episodes
Episodes
Newest firstAll episodes
Boldly Going: AI, Aerospace, and Defense with Fatema Hamdani, CEO of KHA
5d ago01:03:23Tap to summarizeIn this episode, we sit down with Fatema Hamdani, Co-Founder and CEO of Kraus Hamdani Aerospace, to explore her journey building a leading aerospace and defense technology company. The discussion includes topics such as KHA's autonomous aircraft, resilient communications systems, the growing role of AI in national security, and how governments and militaries are adopting AI-powered technologies while ensuring humans remain in the decision-making loop. The conversation also covers the future of aerospace innovation, autonomy, and why technologies that once felt like science fiction are becoming reality. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Transcribe →The Memory Bottleneck and SpaceX's Post-IPO Reality Check
3w ago00:56:56Tap to summarizeIn this episode, we discuss the recent moves in Bitcoin and Strategy and look at the challenges SpaceX may be facing. We cover reports that Groq has secured $650M and examine what some are calling a memory squeeze, which we believe may be influencing parts of the tech sector and the broader AI market. We also touch on reports of Reflection AI's agreement, described as a deal worth up to $6.3B, intended to scale open models, as well as OpenAI's debut of "Jalapeño," reported to be its first custom inference chip. Finally, we review the dips in gold, silver, and Bitcoin, and the potential unwinding of the "debasement trade." Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Transcribe →The Next Digital Frontier: AI, Space, and Money on the Move
4w ago01:00:11Tap to summarizeIn this episode, we unpack the Federal Reserve's decision to hold interest rates steady, SpaceX's IPO and the dramatic post-listing run, and the company's completed acquisition of AI coding startup Cursor. We also dig into the unprecedented government directive that forced Anthropic to pull its most powerful AI models offline, and what that episode may signal about the growing tension between frontier AI development and national security policy, and Moody's move to bring its credit ratings on-chain to the Solana network. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Transcribe →AI's Trillion-Dollar Moment
Jun 1200:56:41Tap to summarizeThis episode of ABCD Roundup features a conversation about the approaching SpaceX IPO and reported surge in investor demand, the potential for quantum computing to address energy and compute constraints, and how the US AI boom may be affecting China. The discussion also touches on recent AI model releases, noting Anthropic's launch of Claude Fable 5, described by the company as a "Mythos-class" model adapted for general use, as well as reports that SoftBank sought to borrow $6 billion against its OpenAI stake before its shares declined roughly 9.7%. The episode's "Chart of the Week" segment focuses on Pre-IPO Preparations Volume. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Transcribe →Evaluating the SpaceX Premium
Jun 501:03:13Tap to summarizeIn this episode, we examine several developments that may be shaping technology and capital markets. We first discuss recent price action in bitcoin and explore potential factors behind the latest market decline, including futures market positioning and the implications of Strategy's recent decision to sell a small portion of its bitcoin holdings. We turn to SpaceX, reviewing Morningstar's recent valuation analysis, its financial position, and discussions of its potential path toward S&P 500 inclusion following its anticipated IPO. The conversation also covers Ramp's latest $750 million funding round at a reported $44 billion valuation and what it may signal about investor appetite for fintech and enterprise software. Finally, we discuss OpenAI CEO Sam Altman's new game show initiative and its intersection with AI, media, and consumer engagement. Chart of the week: Morning Star's SpaceX Valuation Analysis and Compute Capacity Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Transcribe →From AGI to RSI: Bitcoin Slides While the AI Markets Rise
May 2900:47:38Tap to summarizeIn this episode, we unpack bitcoin's pullback toward $73K while AI-related capital formation and infrastructure investment continue to accelerate. The discussion covers Anthropic's latest raise, now at $965 billion post-money valuation, market commentary tied to Michael Burry's recent predictions, and the growing conversation around AGI versus the emergence of "RSI" (Recursive Self-Improvement), and what that could mean for markets, labor, and global competition. Finally, we explore the future of financial products tied to AI ecosystems, including the potential for AI token futures and new forms of market exposure as the sector matures. Chart of the week: Q1 M&A heats up as multiples rise Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Transcribe →OpenAI vs. Anthropic, Bitcoin's Retreat & Quantum Nationalism
May 2201:04:03Tap to summarizeIn this episode, we break down reports that OpenAI generated approximately $5.7 billion in Q1 revenue while its rival, Anthropic, targets nearly $11 billion in Q2 revenue and potential cash flow profitability, perhaps signaling a shift to operational scale in generative AI. The discussion also examines recent weakness following bitcoin's rally in May, including reports that Mark Cuban reduced his BTC exposure even as firms like Bitmine continue to accumulate. We also unpack SpaceX aborting its latest space launch while focused on its much-anticipated IPO. Finally, we cover the U.S. government's push into quantum computing through a new $2 billion CHIPS Act and how legacy Web2 leaders are evolving their core products and platform strategies amid growing pressure from AI-driven consumer behavior and evolving internet discovery models. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Transcribe →Cerebras IPO Makes Headlines While Digital Assets Reload
May 1501:03:14Tap to summarizeIn this episode, we unpack Cerebras Systems' blockbuster IPO and how it may reignite momentum across the AI infrastructure trade. We also discuss the macro backdrop shaping risk assets, including speculation around the new Federal Reserve chair, hotter-than-expected inflation data, alongside resilient labor markets, and what it could mean for digital assets and broader growth markets. Further, we cover growing legislative momentum behind the Digital Asset Market Clarity Act, the sharp rise of privacy-focused token Xcoin, and renewed venture appetite as firms including Haun Ventures and Andreessen Horowitz raise billions in fresh digital asset-focused capital. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Transcribe →The Rise of HardFi: Tokenized Commodities, Real-World Assets, and the Next Era of DeFi with Kieren James-Lubin
May 1501:11:04Tap to summarizeIn this episode, we welcome back Kieren James-Lubin to explore the evolution of blockchain infrastructure from the earliest days of Ethereum to the emerging world of "HardFi", programmable finance backed by real-world assets. The conversation also includes a special reveal from the team building the financial infrastructure backed by hard assets like gold and silver, offering listeners an early look at the launch of tokenized commodities and an on-chain collateral market. Long before institutional digital asset adoption, the team behind Strato was building Ethereum infrastructure for enterprises, governments, and global industrial organizations, helping launch one of the first Blockchain-as-a-Service offerings with Microsoft Azure and co-founding the Enterprise Ethereum Alliance. For over a decade, they have operated blockchain systems in production environments where reliability, compliance, auditability, and settlement infrastructure mattered. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Transcribe →Tech Bubble or AI Cycle? Plus Stablecoins Go Corporate
May 800:58:07Tap to summarizeIn this episode, we unpack whether today's AI-driven market may resemble the dot-com bubble of 2000 or the early innings of a multi-decade technological supercycle. Further, we explore the rise in AI infrastructure demand, including Samsung surpassing a $1 trillion valuation as hyperscalers race to secure memory and compute capacity for large-scale AI systems. The conversation then shifts to the reported July 4 target for the CLARITY Act, signaling potential momentum around U.S. digital asset regulation and how stablecoins may be evolving as AI-powered autonomous payments. Finally, we break down the rapidly shifting LLM landscape, debating the tradeoffs between speed, performance, and inference cost and why open-source models, specialized chips, and cheaper AI deployment may reshape the competitive dynamics of the next computing era. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
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