Google's Quantum Warning Overblown?, OpenAI Acquires TBPN, Jack Dorsey Makes Block Mini-AGI
Presidio Bitcoin Jam · With David King, Max Webster, and Steve Lee
April 3, 20261h 33m
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Show Notes
<p>Timestamps: </p>
<p>0:00 Opening banter and agenda setting </p>
<p>2:00 Google and Oratomic quantum papers & the “n minus one” framing </p>
<p>6:44 Quantum uncertainty: AI acceleration & s-curves </p>
<p>10:06 Preparedness planning and scenario-based bitcoin responses </p>
<p>11:52 Why government and corporate quantum timelines are misleading </p>
<p>15:12 Post-quantum signature tradeoffs: SHRINCS, SHRIMPS, and state </p>
<p>23:35 Why quantum is a harder problem for bitcoin than other technologies and orgs </p>
<p>30:57 Competing quantum narratives, incentives, and media hype </p>
<p>34:24 The new bitcoin faucet & Block’s teaser campaign </p>
<p>36:30 Square’s default bitcoin payments rollout and adoption friction </p>
<p>43:00 Tipping, UX constraints, and Lightning’s retail payment challenge </p>
<p>52:31 OpenAI’s TBPN acquisition and the strategic value of media distribution </p>
<p>59:50 Open-source AI & Google's Gemma 4 release </p>
<p>1:03:14 Block’s new mesh-llm and peer-to-peer compute </p>
<p>1:07:21 Open agent marketplaces, business models, and demand formation </p>
<p>1:22:40 Block’s corporate structure shift from "hierarchy to intelligence" and the “mini-agi” vision </p>
<p>1:32:55 Scheduling notes - no pod next Friday! Next pod Tuesday, April 14</p>
<p>-</p>
<p>SHOW NOTES:</p>
<p>Block's bitcoin faucet: <a href="https://btc.day/">https://btc.day/</a></p>
<p>Google's quantum paper: <a href="https://research.google/blog/safeguarding-cryptocurrency-by-disclosing-quantum-vulnerabilities-responsibly/">https://research.google/blog/safeguarding-cryptocurrency-by-disclosing-quantum-vulnerabilities-responsibly/</a></p>
<p>Oratomic quantum paper: <a href="https://arxiv.org/html/2603.28627v1">https://arxiv.org/html/2603.28627v1</a></p>
<p>SHRIMPS: <a href="https://delvingbitcoin.org/t/shrimps-2-5-kb-post-quantum-signatures-across-multiple-stateful-devices/2355">https://delvingbitcoin.org/t/shrimps-2-5-kb-post-quantum-signatures-across-multiple-stateful-devices/2355</a></p>
<p>Mesh-llm: <a href="https://www.anarchai.org/">https://www.anarchai.org/</a></p>
<p>Block's corporate structure shift: <a href="https://block.xyz/inside/from-hierarchy-to-intelligence">https://block.xyz/inside/from-hierarchy-to-intelligence</a></p>
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