BlackRock's New Case for Bitcoin, Stripe Buys OpenRouter, David Sacks at PB
About this episode
0:00 - What's behind bitcoin's rally?
8:33 - Open Source AI Summit and questions for David Sacks
18:00 - Berd and Block’s growing stack of open-source AI agents
22:30 - Alby's TaskFuel simplifying payments for agents
30:14 - The missing credential layer for agents
36:46 - Making sense of Stripe’s OpenRouter acquisition
48:02 - What's OpenRouter’s moat?
52:50 - Apple, OpenAI and the battle for user intent
57:46 - Making the internet infinitely programmable
1:07:47 - BlackRock's new case for bitcoin
1:21:03 - What causes bitcoin’s four-year cycle?
1:26:25 - Strategy's notable resilience
1:30:49 - Is bitcoin becoming more centralized and how best to measure it?
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