INVEST IN AI

“Pioneering a new category of Open Credit expands the TAM for private credit.”

“The explosion of stablecoin demand is enabling entirely new borrowing types.”

“We are witnessing the evolution of private credit onto open onchain rails.”

“We focus on structuring deals to align with traditional private capital.”

“Building a modern credit institution requires utilizing the latest technology.”

“80% [of the funding was] allocated to AI startups.”

“We also discuss the implications of new AI regulations... [including] Georgia's AI bills.”

“NOAA Labs breakthrough [is a primary focus of the episode].”

“We also discuss... Meta's recent AI security incident.”

“In this episode, we examine the astonishing $300 billion venture funding in Q1 2026.”

“Our offices all of our offices have received hundreds of calls from concerned constituents demanding that congress reconvene and address this threat through a war powers resolution and further action to reign in an outer people president.”

“President Trump calls NATO a paper tiger and says he was testing the alliance when he asked for help to open up the Strait Of Hormuz, a test he says NATO failed. He's also complained about Spain and others not allowing The US to use bases in the war in Iran.”

“Volatile oil and jet fuel prices brought on by the Iran war are leading to higher cost for air travelers and fewer flight options. Airlines around the world are trimming schedules and raising fees and fares, and experts warn that relief may not come quickly because airlines can take months to adjust fares while they wait for energy markets to stabilize.”

“Several prominent male executives resigned from their powerful positions after this matter became widely politicized. Of course, this doesn't amount to guilt, but we still must work openly and transparently to uncover the truth.”

“Courtney Williams has been charged with communicating and transmitting classified information. Court papers say the 40 year old worked for a special military unit at Fort Bragg, North Carolina, and that between 2022 and 2025, Williams had phone calls and text messages with a journalist in which she provided details about tactics, techniques, and procedures used by military operators.”

“Silicon Valley didn't just predict the importance of defense in the 2020s. It largely took the exact wrong position, the opposite position. First of all, you have obvious examples like big technology companies explicitly refusing to do work with the Department of Defense. Google is one big example, but the worst examples are really in the startups that don't exist because people didn't want to even get into such a controversial space lest it ruin their careers.”

“The vast majority of conversations that we had were about whether or not it was even ethically okay to ever build a company that would build weapons. And the people who turned us down, the ones who decided not to invest in Anduril, actually believed that we had a good team and good people and good product market fit. The issue is that they thought that it was inherently wrong to build tools capable of being used for violence because they believed that the idea of deterring violence through having a strong arsenal was fundamentally obsolete and itself wrong.”

“The United States military and the prime contractors that dominate the military industrial complex have none of the right tools, talent or incentives to apply autonomy to the systems they do. There's no reason to save costs because they don't get paid for making things that work. They get paid for doing work. And in a world where you get more prestige and more money by having more people working on bigger things, there's no reason to use autonomy to reduce costs and increase capability.”

“The reality is that that's not where they're going to fight us. They're going to arm proxies or if they engage directly, they're going to use technologies that give them an asymmetrical advantage in the areas where we are the least competent. These are the areas where they are putting a lot of their resources. The reason that Vladimir Putin is saying that the ruler of the world is going to be the country that masters artificial intelligence is because he thinks that that is one of the only ways that they're going to be able to get the best of us.”

“The United States has the strongest commercial artificial intelligence industry in the world, followed closely by China. But at the same time, the United States military and the prime contractors that dominate the military industrial complex have none of the right tools, talent or incentives to apply autonomy to the systems they do. There's more better AI in John Deere tractors than there is in any US military vehicle. There's better computer vision in the Snapchat app on your phone than any system that the US Department of Defense has deployed.”

“The biggest story is that there is a data leak at Anthropic, and it revealed a secret model called Claude Mythos. Anthropic's own internal documents describe it as a quote unquote step change in capabilities, and they're saying that it poses an unprecedented cybersecurity risk. This is coming from the safety company, so we're going to unpack all of that on the podcast today.”

“SoftBank's $40 billion OpenAI investment. So they're putting together this big round for OpenAI. I think this is obviously a massive number, but that's almost secondary to what it represents when industry is really headed in an interesting direction. I think for me, what it's showing is there is a barrier to entry for building these kind of top-line AI models, and this barrier to entry is very high.”

“The new detail is that the compute that they're basically turning off for SORA. So it was kind of very computationally intensive to run that video model. So they're shutting that down, and they're actually going to be giving that directly to robotics research. I think they looked at AI video generation, they looked at robotics, and basically as a business decision, they had to pick one and they picked robotics.”

“Apple is planning to open up Siri to third party AI services through the App Store in iOS 27. Basically what this means is that you could have Claude or Gemini or Grok or really any other AI model running your Siri for you, as long as the developer builds integration. You'd essentially be choosing your AI assistant the same way you choose your default browser on iPhones.”

“Melania Trump brought in the Figure 3 humanoid robot, and it was basically walking around on two feet. It was greeting guests. It was speaking in 11 different languages. Now, I think on the surface, you can really look at this like a PR moment for Figure 3, but I think the reason why it matters is it's a signal of how fast physical AI is moving.”

“Silicon Valley didn't just predict the importance of defense in the 2020s. It largely took the exact wrong position, the opposite position. First of all, you have obvious examples like big technology companies explicitly refusing to do work with the Department of Defense. Google is one big example, but the worst examples are really in the startups that don't exist because people didn't want to even get into such a controversial space lest it ruin their careers.”

“The vast majority of conversations that we had were about whether or not it was even ethically okay to ever build a company that would build weapons. And the people who turned us down, the ones who decided not to invest in Anduril, actually believed that we had a good team and good people and good product market fit. The issue is that they thought that it was inherently wrong to build tools capable of being used for violence because they believed that the idea of deterring violence through having a strong arsenal was fundamentally obsolete and itself wrong.”

“The United States military and the prime contractors that dominate the military industrial complex have none of the right tools, talent or incentives to apply autonomy to the systems they do. There's no reason to save costs because they don't get paid for making things that work. They get paid for doing work. And in a world where you get more prestige and more money by having more people working on bigger things, there's no reason to use autonomy to reduce costs and increase capability.”

“The reality is that that's not where they're going to fight us. They're going to arm proxies or if they engage directly, they're going to use technologies that give them an asymmetrical advantage in the areas where we are the least competent. These are the areas where they are putting a lot of their resources. The reason that Vladimir Putin is saying that the ruler of the world is going to be the country that masters artificial intelligence is because he thinks that that is one of the only ways that they're going to be able to get the best of us.”

“The United States has the strongest commercial artificial intelligence industry in the world, followed closely by China. But at the same time, the United States military and the prime contractors that dominate the military industrial complex have none of the right tools, talent or incentives to apply autonomy to the systems they do. There's more better AI in John Deere tractors than there is in any US military vehicle. There's better computer vision in the Snapchat app on your phone than any system that the US Department of Defense has deployed.”

“Silicon Valley didn't just predict the importance of defense in the 2020s. It largely took the exact wrong position, the opposite position. First of all, you have obvious examples like big technology companies explicitly refusing to do work with the Department of Defense. Google is one big example, but the worst examples are really in the startups that don't exist because people didn't want to even get into such a controversial space lest it ruin their careers.”

“The vast majority of conversations that we had were about whether or not it was even ethically okay to ever build a company that would build weapons. And the people who turned us down, the ones who decided not to invest in Anduril, actually believed that we had a good team and good people and good product market fit. The issue is that they thought that it was inherently wrong to build tools capable of being used for violence because they believed that the idea of deterring violence through having a strong arsenal was fundamentally obsolete and itself wrong.”

“The United States military and the prime contractors that dominate the military industrial complex have none of the right tools, talent or incentives to apply autonomy to the systems they do. There's no reason to save costs because they don't get paid for making things that work. They get paid for doing work. And in a world where you get more prestige and more money by having more people working on bigger things, there's no reason to use autonomy to reduce costs and increase capability.”

“The reality is that that's not where they're going to fight us. They're going to arm proxies or if they engage directly, they're going to use technologies that give them an asymmetrical advantage in the areas where we are the least competent. These are the areas where they are putting a lot of their resources. The reason that Vladimir Putin is saying that the ruler of the world is going to be the country that masters artificial intelligence is because he thinks that that is one of the only ways that they're going to be able to get the best of us.”

“The United States has the strongest commercial artificial intelligence industry in the world, followed closely by China. But at the same time, the United States military and the prime contractors that dominate the military industrial complex have none of the right tools, talent or incentives to apply autonomy to the systems they do. There's more better AI in John Deere tractors than there is in any US military vehicle. There's better computer vision in the Snapchat app on your phone than any system that the US Department of Defense has deployed.”

“I think the reason why it matters is it's a signal of how fast physical AI is moving. If you look at a year ago, we were seeing these robots in these kind of controlled lab demos, and now we have one walking through the White House. I think this is a really big jump in a very short amount of time.”

“What it's showing is there is a barrier to entry for building these kind of top line AI models. And it is, this barrier to entry is very high. I think it's not just about having the most talented research team anymore. You have to have billions of dollars in compute, in infrastructure, and you need to have the ability to scale your distribution globally at the same time.”

“The new detail is that the compute, that they're basically turning off for Sora... they're actually going to be giving that directly to robotics research. I think they looked at AI video generation, they looked at robotics, and basically as a business decision, they had to pick one and they picked robotics.”

“Apple is planning to open up Siri to third party AI services through the App Store in iOS 27. Basically, what this means is that you could have Claude or Gemini or Grok or really any other AI model running your Siri for you, as long as the developer builds integration.”

“There was one of them that was a draft blog post about a model called Claude Mythos. Anthropic has since confirmed that the model is real... Anthropic's own internal documents describe it as a 'step change in capabilities,' and they're saying that it poses an unprecedented cybersecurity risk.”

“I think the reason why it matters is it's a signal of how fast physical AI is moving. If you look at a year ago, we were seeing these robots in these kind of controlled lab demos, and now we have one walking through the White House. I think this is a really big jump in a very short amount of time.”

“What it's showing is there is a barrier to entry for building these kind of top line AI models. And it is, this barrier to entry is very high. I think it's not just about having the most talented research team anymore. You have to have billions of dollars in compute, in infrastructure, and you need to have the ability to scale your distribution globally at the same time.”

“The new detail is that the compute, that they're basically turning off for Sora... they're actually going to be giving that directly to robotics research. I think they looked at AI video generation, they looked at robotics, and basically as a business decision, they had to pick one and they picked robotics.”

“Apple is planning to open up Siri to third party AI services through the App Store in iOS 27. Basically, what this means is that you could have Claude or Gemini or Grok or really any other AI model running your Siri for you, as long as the developer builds integration.”

“There was one of them that was a draft blog post about a model called Claude Mythos. Anthropic has since confirmed that the model is real... Anthropic's own internal documents describe it as a 'step change in capabilities,' and they're saying that it poses an unprecedented cybersecurity risk.”

“Capital is becoming a weapon used to automate the physical world through robotics and actuators.”

“Capital is becoming a weapon used to automate the physical world through robotics and actuators.”