PBJ

0:00 - Halloween, basketball, and the changing NCAA rules

7:04 - Block’s Dessa speech model: why sound more human?

12:56 - Do human-like AI interfaces put our agency at risk?

26:27 - Can private AI compete with subsidized frontier models?

36:02 - Could Mesh LLM make local AI pay for itself?

39:54 - Binance hack and hardware wallet supply-chain risks

47:59 - Rethinking bitcoin custody as AI attacks intensify

53:59 - Frozen stablecoin collateral exposes hidden risks in DeFi

58:45 - Why Google is entering crypto self-custody

1:05:18 - Why better technology hasn’t delivered bitcoin payment adoption

1:13:31 - Is online gambling finding real demand for Lightning?

1:18:08 - Square payments: fixing checkout friction and communicating rewards

1:25:57 - AI agents and services worth paying bitcoin for

1:27:27 - Could bitcoin naming work without scaling to everyone?

1:33:30 - Will AI chat interfaces control the internet?

Show Notes:

Dessa: https://block.xyz/dessa

Mesh LLM: https://meshllm.cloud/

Spiral: https://spiral.xyz/

SUBSCRIBE:

https://www.youtube.com/@PresidioBitcoin

0:00 - PBJ returns

1:01 - AGNTCon takeaways and Goose Development Kit demos

4:48 - Sig demo: bringing decentralized AI (Mesh LLM) and bitcoin to Signal

7:05 - Paying for AI inference with bitcoin over Lightning (Lexe, Alby)

16:14 - Mesh LLM as a buyer of unused GPU compute

23:44 - Privacy, security and liability in decentralized AI compute

28:15 - Can AI agents borrow bitcoin and access credit?

41:06 - Chamath's Bitcoin-to-zero warning and assessing the real risks

46:09 - How secure and resilient is Bitcoin Core against AI-discovered vulnerabilities?

52:23 - The mathematical risks AI poses to bitcoin and cryptography

1:04:14 - Why bitcoin faces unique cybersecurity and quantum risks

1:10:04 - Using AI to rethink Tesla, SpaceX and personal investing

1:16:16 - Tesla's Full Self-Driving and changing minds on Elon

1:20:00 - The long-term investment case for Tesla and SpaceX

1:24:05 - Creating professional presentations with Claude Design

Show Notes:

goose: https://goose-docs.ai/

Mesh LLM: https://meshllm.cloud/

Chamath on bitcoin: https://www.youtube.com/watch?v=kAwG9E1W_ME&t=6428s

Claude reveals ECDSA curve origins: https://www.anthropic.com/research/ecdsa-curve-origins

Project Loupe: https://www.projectloupe.org/

0:00 - Confirming DK's identity

2:10 - Naming Open Source AI, how about Open Superintelligence?

5:53 - Open weights, open source, and model transparency

12:02 - Why NVIDIA could make Open Superintelligence real

19:50 - Is bitcoin dying from AI and quantum?

24:56 - ECDSA, and bitcoin’s assumptions

31:55 - OpenAI math breakthroughs and mathematicians’ backlash

39:04 - Winning people over with useful AI demos

49:52 - Fresh addresses, Taproot, and public key risk

57:35 - Steve's visit to Chaincode Dialogues and post-quantum bitcoin

1:02:57 - Anthropic security scans and Project Loupe

1:10:37 - Ledger supply-chain attack and hardware wallet trust

1:14:30 - Personal agents, GrokBot, and AI wallets

1:21:05 - Agent loops, email access, and deterministic control

1:33:23 - Cash App whole-coiner financing and AI banks

0:00 - NCAA chaos and travel plans

4:06 - Deepfakes and proving identity (biometrics, signed video, Face ID)

12:07 - Key storage, social recovery and webs of trust

18:43 - Ideas for PBJ: AI fact-checkers, audience agents, live summaries

29:13 - Could an AI become PBJ’s fourth host (via Goose Development Kit)?

32:21 - What the White House AI accord actually does

37:18 - The problem with traditional audits for probabilistic AI systems

43:40 - america.gov and the AI ovethaul of government services

47:56 - Starlink’s path to becoming the internet

51:39 - Starlink’s (surprising) share of global internet capacity

58:42 - Starlink's centralization risk

1:08:48 - The future of the nation state

1:15:55 - Building agent economies with bitcoin

1:24:28 - Bitcoin for agent coordination and streaming inference payments

Show Notes:

White House Super Intelligence executive order: https://www.whitehouse.gov/presidential-actions/2026/09/inaugurating-the-era-of-super-intelligence

AI-powered government services portal: https://america.gov/

0:00 - PBJ growth, consistency, and staying ad-free

12:42 - Why PBJ changed its tagline

15:00 - AI agents the users bitcoin was waiting for

18:36 - How x402 added bitcoin and Lightning support

32:44 - Getting agents and merchants to choose bitcoin

48:26 - Open USD and the new stablecoin power structure

58:47 - Meta, Muse, and who controls agent payments

1:02:25 - Why pitch Lightning instead of bitcoin

1:09:12 - Will agents further centralize the internet?

1:14:02 - Mesh LLM: peer-to-peer inference with bitcoin payments

1:19:02 - Could Signal use Mesh LLM for private AI?

1:25:01 - Bitcoin-style incentives for a decentralized compute market

1:28:45 - Should the internet distinguish humans from agents?

1:35:06 - The emerging permissionless web stack (Nostr Blossom)

1:37:43 - Trump’s “super intelligence” rebrand and AI policy

SHOW NOTES:

x402: https://block.xyz/inside/block-joins-the-x402-foundation-to-advance-open-agentic-commerce

Open USD: https://x.com/openstandard/status/2103152613634293959

Radar: https://radar.particle.pro/

0:00 - How Buzz and GrokBot changed PBJ show prep

9:15 - Building a bitcoin-native agent with GrokBot

17:16 - Why agents will need bitcoin

19:08 - Integrating bitcoin payments into Mesh LLM

23:22 - Bitcoin vs stablecoins for agent payments (bitcoin's edge)

34:52 - Designing online services for agents

37:44 - Using GrokBot: building, personal assistant, convenience and security tradeoffs

43:39 - Passwords, 2FA and credentials for agents

56:55 - Why AI needs a new peer-to-peer internet

1:02:16 - Defining AGI, ASI and autonomous agency

1:05:50 - Who is liable for runaway agents?

1:16:28 - Can regulation keep up with frontier AI?

1:25:43 - AI hacking and the questions of agency and autonomy

1:31:01 - Spiral’s open-source AI film and interactive media ideas

SHOW NOTES:

https://meshllm.cloud/

0:00 - Special Thursday PBJ

0:59 - How Blockstream Liquid works and how it was hacked

6:57 - The strange (extortionate?) “white hat” twist

10:45 - AI security scanning and Liquid’s 'fix' that made things worse

12:50 - What the Liquid hack reveals about federations and custody

20:07 - How Blockstream plans to make Liquid users whole

26:08 - Open Source AI Summit takeaways

31:30 - Anthropic and the threat to open-source AI

39:51 - Open protocols for agents, identity and memory

43:32 - Vora reveals stunning private, local AI hardware

SHOW NOTES:

https://opensourceaisummit.org/

https://vora.io/

0:00 - Opening banter

0:40 - PBJ Topic Explorer

7:34 - Particle Radar brings AI search for the world’s podcasts

12:35 - Voya Energy's new approach to metal fuels for storage

23:25 - Nvidia doubles down on open-source AI (Hugging Face acquisition)

35:45 - Using GrokBot for long-horizon research

41:54 - Giving agents long-running goals

46:59 - New security risks and attack surfaces from trusting other agents

53:09 - Is Twitter or Cursor’s data more valuable?

1:03:50 - AI security investigations are getting harder

1:06:55 - Core Lightning vulnerabilities and disclosure dilemma

1:18:35 - How far ahead are frontier AI models?

1:23:36 - Building a market for cheap, spare compute

1:30:30 - Darkbloom’s decentralized (Mac) inference network

SHOW NOTES:

PBJ Topic Explorer: https://pbarchive.ai/topics/

Voya Energy: https://www.voya.energy/news/voya-energy-unveils-a-new-metal-fuels-energy-system-closes-35-million-series-a

Darkbloom: https://www.darkbloom.dev/

0:00 - What's behind bitcoin's rally?

8:33 - Open Source AI Summit and questions for David Sacks

18:00 - Berd and Block’s growing stack of open-source AI agents

22:30 - Alby's TaskFuel simplifying payments for agents

30:14 - The missing credential layer for agents

36:46 - Making sense of Stripe’s OpenRouter acquisition

48:02 - What's OpenRouter’s moat?

52:50 - Apple, OpenAI and the battle for user intent

57:46 - Making the internet infinitely programmable

1:07:47 - BlackRock's new case for bitcoin

1:21:03 - What causes bitcoin’s four-year cycle?

1:26:25 - Strategy's notable resilience

1:30:49 - Is bitcoin becoming more centralized and how best to measure it?

SHOW NOTES:

https://opensourceaisummit.org/

https://www.blackrock.com/us/financial-professionals/literature/whitepaper/re-underwriting-bitcoin.pdf

0:00 - Last week’s breakout episode

1:36 - Bitcoin, AI and energy are starting to converge

12:06 - Announcing the Type II Summit

15:05 - Panthalassa and offshore compute

17:30 - Introducing the PB Media Archive (pbarchive.ai)

22:15 - Reexamining podcast accountability and ad incentives post-COLDCARD

34:55 - The BTCPay Server exploit (happening in real time)

36:11 - No software project should assume it’s safe

41:20 - Why closed source won’t protect software from AI (OpenAI–Hugging Face incident)

53:40 - Project Loupe’s approach to AI security scanning & learnings

1:01:30 - The push to get early AI access for bitcoin developers

1:06:30 - How the COLDCARD incident has rallied bitcoin security (e.g., Bitcoin Red Team)

1:13:00 - The hidden risks of DIY bitcoin entropy

1:21:50 - Was the COLDCARD hack an inside job?

1:28:24 - Rethinking responsible disclosure in the AI era

1:35:12 - How vulnerable is the Lightning Network to AI?

1:37:25 - Will agents choose bitcoin or create something new?

1:42:45 - White-hat hacking, recovery and property rights

1:54:48 - Spiral’s idea for a neutral protocol for multi-vendor wallet security

SHOW NOTES:

PB Media Archive: https://pbarchive.ai/

COLDCARD PBJ: https://youtube.com/live/cSXOmwI38Jo?feature=share