Latest Episodes

Ai_012 - A Big Leap Forward for Local LLMs
The models, the tools, the implementations, everything is moving incredibly fast. But a very interesting trend that I've been seeing, is that the open...

Read_788 - Stone Ridge 2023 Investor Letter
"Since 2017, bitcoin has been Stone Ridge’s treasury reserve asset because of my extreme aversion to risk. We run net short USD – which...

Read_787 - Usury, Your Bank, and You
"This decision, which is legally sound, has the effect of declaring all private mortgages on real and personal property, and all U.S. and State...

Reboot - Bitcoin is a Pioneer Species
“This makes Bitcoin miners uniquely symbiotic with energy grids serving as “demand response” partners. If energy is ever in short supply, people get priority...

Read_786 - The Difficult Adjustment
"We’re less than a year from another halving, awaiting systemic implications from federal regulation and institutional adoption, standing at the precipice of an American...

Reboot - The HODL vs DeaterBob Debate
"You’re a thirsty bitch. You like to gargle Peter’s balls." ~ DeaterBob Merry Christmas! In this reboot episode, we revisit the infamous debate between...