Strategy's STRC Buying Spree, Open-Source AI Blind Spots, Bitcoin Stablecoins from Utexo & Ark

<p>0:00 Opening banter: Elon chocolate, Dipsea registration, and college basketball </p> <p>9:55 New York PubKey ₿uilder event and Spiral retreat recap </p> <p>12:35 Presenting agentic commerce and the case for Bitcoin payments </p> <p>15:50 Agentic payments: open questions, hype vs reality </p> <p>18:35 Hype vs reality in current agentic payment adoption </p> <p>21:38 Consumer commerce as the clearest early use case </p> <p>23:38 Ads, trust, and why LLM commerce may break the Google model </p> <p>28:45 Yahoo, Google, and the economics of search monetization </p> <p>34:56 Subscriptions, open models, and the future AI business model mix </p> <p>45:00 Open-source AI: where the biggest gaps and opportunities may be </p> <p>47:35 Linux, cloud infrastructure, and lessons for AI’s open stack </p> <p>56:40 The open standard: open models, open hardware, and verifiable compute </p> <p>1:02:32 Bitcoin-native rails for agent coordination, collateral, and payments </p> <p>1:17:48 Meta, “performance art” agents, and the limits of current social AI </p> <p>1:20:28 Voice interfaces, agent orchestration, and the future of work </p> <p>1:35:02 Strategy’s STRC buying spree and Bitcoin-based yield demand </p> <p>1:40:07 Bitcoin-based stablecoins from Utexo, Ark Labs, and Tether</p> <p>- </p> <p>SHOW NOTES: </p> <p>PubKey Podcast with Steve, Haley and Mat: <a href="https://www.youtube.com/watch?v=01NLHgBO-dM">https://www.youtube.com/watch?v=01NLHgBO-dM</a> </p> <p>STRC Tracker: <a href="http://strc.live">strc.live</a></p> <p>- </p> <p>SUBSCRIBE: </p> <p><a href="https://www.youtube.com/@PresidioBitcoin">https://www.youtube.com/@PresidioBitcoin</a></p>