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

SHOW NOTES:

STRC Tracker: strc.live

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