The Bitcoin Distillery

Sign in Subscribe

AI

AI, Debt Cycles, and Bitcoin’s Store-of-Value Case

AI, Debt Cycles, and Bitcoin’s Store-of-Value Case

The October 06, 2025 episode of Bitcoin for Millennials features Jordi Visser analyzing how accelerating AI, strained debt regimes, and distributional pressures can steer savers toward scarce digital assets.

AI Prediction, Human Judgment, and the Co-Invention Bottleneck

AI Prediction, Human Judgment, and the Co-Invention Bottleneck

The October 02, 2025 episode of I’ve Got Questions features Ajay Agrawal explaining why AI’s value depends on organizational redesign that pairs machine prediction with human judgment.

Generative Systems, Human Agency, and AI Governance

Generative Systems, Human Agency, and AI Governance

The October 03, 2025 episode of The Ezra Klein Show features Brian Eno explaining how generative systems shape attention, creativity, and civic life. Eno argues that governance and value-sharing - not technical capability alone -determine whether AI strengthens or weakens public goods.

AI Capex, Grid Bottlenecks, and Bitcoin’s Hedge Case

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.

AI Buildout, Grid Constraints, and Bitcoin’s Macro Linkages

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.

AI Agents at 10% Cost: Policy, Privacy, and Mining

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.

AI Scale, Compute Scarcity, and the Next Wave of Platform Competition

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.