AI Capex, Grid Bottlenecks, and Bitcoin’s Hedge Case
The September 30, 2025 episode of Milk Road Macro features Jordi Visser analyzing how AI-driven capital expenditure is reshaping markets and real-economy bottlenecks.
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AI
Analysis of artificial intelligence, its economic effects, institutional implications, and governance challenges
AI Buildout, Grid Constraints, and Bitcoin’s Macro Linkages
The September 28, 2025 episode of the Jordi Visser Podcast has Jordi analyzing how AI-driven compute expansion collides with power grids, memory supply, and market concentration.
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AI Agents at 10% Cost: Policy, Privacy, and Mining
The September 29, 2025 episode of the Robin Seyr Podcast features Jim Carucci outlining how agentic AI can deliver comparable results at roughly one-tenth the cost of model-centric workflows.
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AI Scale, Compute Scarcity, and the Next Wave of Platform Competition
The September 26, 2025 episode of the Peter H. Diamandis Podcast features Brian Elliott, Emad Mostaque, and Dave Blundin analyzing whether current AI momentum reflects substance or speculation.
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AI Agents, Lightning, and Native Bitcoin Settlement
The September 23, 2025 episode of the Mr. M Podcast features Roy Sheinfeld explaining why Lightning qualifies as a Bitcoin Layer 2 and how it anchors activity to the base layer.
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Lightning Liquidity, Stablecoins, and Self-Custody
The September 20, 2025 episode of Built on Bitcoin features Jesse Shrader outlining Lightning’s shift from hobbyist tooling to institution-grade infrastructure.
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AI Polytheism, Bitcoin Reserves, and the State–Network Divide
The August 29, 2025 episode of the Peter H. Diamandis Podcast features Balaji Srinivasan explaining how AI, Bitcoin, and geopolitical realignments are reshaping global structures.
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Superintelligence Governance, Digital Minds, and Cosmic Risks
The August 22, 2025 episode of Wes and Dylan features philosopher Nick Bostrom outlining four central challenges for superintelligence: technical alignment, governance, moral status of digital minds, and relations with a possible cosmic host.
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AI Energy Limits and Global Compute Rivalries
The September 03, 2025 episode of the Peter H. Diamandis Podcast features Alexander Wissner-Gross and Dave Blundin analyzing Elon Musk’s Colossus data centers and the broader AI arms race.
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Scaling AI: Energy, Privacy, Equity
The July 23, 2025 episode of This Past Weekend features Sam Altman outlining how frontier AI could surpass human cognition while straining energy grids and reshaping wealth distribution.
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AI Agents, Energy Bottlenecks, and Bitcoin Rails
In a July 10, 2025 Real Vision episode, macro investor Jordi Visser and host Raoul Pal argue that rapidly proliferating AI agents - hungry for chips and electricity - will displace mid-tier white-collar jobs and redirect trillions toward data-center infrastructure.
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Decentralizing AI Commerce with Lightning
The April 28, 2025 episode of TFTC features Jim Carucci arguing that Bitcoin-denominated micro-payments can power autonomous AI agents.
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