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DeepSeek R1 & The Short Case For Nvidia Stock | Jeffrey Emanuel
China’s new DeepSeek AI model, which reportedly matches GPT-4’s performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia’s stock price. Investor-technologist Jeffrey Emanuel argues that DeepSeek’s efficiency gains aren’t the only story, as his viral 12,000-word article “The Short Case for Nvidia Stock” also catalyzed the market’s panic. In this episode, we explore how these converging factors could unbundle Nvidia’s once-unassailable lead and drastically reshape AI compute economics. Jeff's Article: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda Jeff on X: https://x.com/doodlestein ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/23?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 00:00 Start 05:20 Intro To Jeff 07:27 The Issue With DeepSeek 16:00 Inference Compute Explained 24:51 Nvidia's Competition 29:14 DeepSeek's Impact On Valuations 36:46 Criticism Around Jeff's Thesis 44:17 DeepSeek's 45x Upgrade 51:30 The Transformer Explained 01:03:15 Why Is Everyone Shocked? 01:12:07 Synthetic Data 01:21:30 Why Jeff's Article Went Viral ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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1:29:08
Superagency: The Bull Case for AI | Reid Hoffman
In this episode of Bankless, Reid Hoffman, co-founder of LinkedIn and author of Super Agency, explores how AI is set to transform humanity and amplify individual potential. We dive into Hoffman’s vision of “super agency,” We examine AI's potential to democratize technology and reshape society, along with an analysis of four distinct perspectives on its impact: pessimistic, cautious, ambitious, and balanced. Hoffman shares lessons from past tech revolutions, the risks of AI misuse, and how innovation can unlock a more optimistic future. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/22?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 00:00:00 Intro 00:09:10 Is superagency a superpower? 00:11:09 How to identify a humanoid AI agent? 00:13:28 Which people will get this AI superpower? 00:17:22 Propagation of AI 00:18:47 AI religions 00:24:31 Zoomers are e/acc? 00:25:56 Thoughts on Gloomers 00:29:09 Mainframe computers' relation with today's AI 00:37:03 Negative and positive impacts of AI 00:50:28 Benefits of AI to the average citizen 00:52:58 What if AI misuses/sells our data? 00:59:31 How AI will deliver value worth millions 01:02:17 Why innovation is safety 01:05:59 AI choices shaping our freedom? 01:10:07 America’s approach towards AI 01:12:27 Is AI overhyped? 01:14:05 Closing & Disclaimers ------ RESOURCES Reid Hoffman https://x.com/reidhoffman Blitzscaling https://www.blitzscaling.com/ Super Agency https://www.superagency.ai/ ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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1:07:50
ROLLUP: Trump's Massive Memecoin | Ethereum Ecosystem Drama | Ross Ulbricht Freed | Phantom Wallet Worth $3B?
In this week’s Bankless Weekly Rollup, David is joined by Eric Conner to unpack a whirlwind week in crypto. Highlights include Trump’s explosive entry back into the Oval Office, launching a $50B memecoin on Solana, a full pardon for Ross Ulbricht, and pro-crypto cabinet appointments. Meanwhile, the Ethereum Foundation faces internal drama as Vitalik declares “wartime mode” amidst leadership restructuring. We also dive into Solana’s soaring ecosystem, BlackRock’s massive Bitcoin buys, and the SEC’s shakeup with new pro-crypto initiatives. It’s a week of big moves, bigger drama, and major market shifts! ------ 📣 0x | Start building with 0x v2 https://bankless.cc/0x ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/21?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 00:00:00 Intro 00:02:30 Markets https://farside.co.uk/?p=1518 https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d https://youtu.be/nWPRFNVs6XY?si=YEOfBSUlqGmNJD7B 00:06:08 ETF Flows https://farside.co.uk/?p=1518 https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d 00:11:19 Trump Memecoin https://x.com/realdonaldtrump/status/1880446012168249386 00:14:10 Melania Token https://x.com/MELANIATRUMP/status/1881087523847593995 00:20:53 World Liberty Financial Bids https://x.com/worldlibertyfi/status/1881457386671464804 00:26:06 Ross Ulbricht Freed https://x.com/WatcherGuru/status/1881932492170760674 00:31:08 Politics and Agencies https://x.com/DegenerateNews/status/1881760858508062898 https://www.sec.gov/newsroom/speeches-statements/departure-gensler-012025 00:35:53 Brian Armstrong Expectations https://x.com/AltcoinDailyio/status/1880348843772113061 00:40:15 Trump Effect Kicking In https://x.com/BitcoinMagazine/status/1880299698038493400 https://x.com/Cointelegraph/status/1881688751602286740 00:47:35 What’s Going On In The EF? https://x.com/vitalikbuterin/status/1880635379771904423 https://x.com/VitalikButerin/status/1880723497393201460 00:56:19 EF Leadership Drama https://x.com/dannyryan/status/1879705279761178690 https://x.com/VitalikButerin/status/1881680518934384676 01:06:37 SEC Charges Digital Currency Group https://x.com/tier10k/status/1880299710495486365 01:07:25 Circle Introduces USDC Paymaster https://x.com/circle/status/1882428077537386502 01:07:41 Phantom Raised $150M Series C https://x.com/phantom/status/1880018917068009527 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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1:10:45
AI ROLLUP #8: $500B AI Boost | Trump’s $70B Memecoin Frenzy | 400K Onboarded | Agent Framework Wars
Ejaaz is back with David to unpack the whirlwind effects of President Trump’s $70B memecoin launch, which slammed 400K fresh users onto Solana and shattered revenue records in under 30 hours. Meanwhile, a $500B federal boost to AI—backed by OpenAI and SoftBank—has everyone on edge about how crypto’s AI agent economy might ride this newfound momentum. On the protocol front, Arc’s Rake framework and AI16z’s curated Eliza ecosystem are both stepping up, incubating projects like SoulGraph and Listen that promise a more user-friendly DeFAI future. Virtuals keeps shipping at breakneck speed too, testing new multi-chain waters, instituting a bold buyback, and hinting at metaverse collabs that could reshape gaming for good. From automated DeFi positions and trading dashboards to fully autonomous NPCs that commentate (and maybe soon play) your favorite games, the lines between AI and crypto are getting blurrier—and more exciting—by the day. Buckle up as the AI agent revolution continues to redefine what “on-chain” can really mean. Ready for the ride? ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/20 ----- TIMESTAMPS & RESOURCES 0:00 Intro 0:50 Trump’s Memecoin & $MELANIA https://x.com/cryptopunk7213/status/1880974772990832780 https://x.com/DiamondHandsDig/status/1880979832445780107 13:52 The Stargate Project…$500B AI U.S. Investment & OpenAI Agents https://x.com/OpenAI/status/1881830103858172059 https://www.axios.com/2025/01/21/openai-davos-kevin-weil-ai-agents 23:09 Virtuals goes multi-framework https://x.com/virtuals_io/status/1881340149503857151 https://x.com/NickDGarcia/status/1880275667809374597 30:54 Indie.fun https://x.com/indiedotfun/status/1879518209293918434 36:16 First AI Agent DOTA2 Stream https://x.com/ethermage/status/1879900384019517522 38:39 Agent tank demo of agent performing TA on a chart https://x.com/AgentTankLive/status/1881786054593925159 42:22 Ai16z demo day https://x.com/0xwitchy/status/1880244340561441238 46:44 ARC announces initial agent projects launching on its framework RIG, soulgraph https://x.com/LiquidLizard_/status/1880068692261675228 1:00:20 AI Agent Playground Grows https://x.com/nifty_island/status/1880258049149128749 1:03:19 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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1:04:50
LIVE: Trump Pardons Ross Ulbrict, TRUMP Offical Memecoin, SEC's Pro-Crypto Pivot | Alex Thorn
Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack all the craziness that's gone down this week around the inauguration. Alex had the opportunity to attend the Crypto Ball and spend the weekend in DC so he gives us the inside scoop among all the other exciting developments. Alex on X - https://x.com/intangiblecoins ------ BANKLESS SPONSOR TOOLS: 🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin ----- TIMESTAMPS 00:00 Inaugration Recap 04:23 Ross Ulbricht Is Free 20:42 TRUMP Token Launch 37:27 The Crypto Ball 44:00 Pro Crypto SEC 50:05 Tornado Cash Updates ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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1:09:51