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CHAPTERS 00:00 Intro 00:26 Who Gabe is and what Subfrost does 01:56 Finding traction in a bear market 02:20 The China road trip and an unexpected user base 04:32 Alkanes' share of Bitcoin block space, in Gabe's numbers 05:30 How trustless can Bitcoin smart contracts really be? 06:06 Progressive decentralization: nine signers, then doxxed, then permissionless 08:59 Current TVL 09:03 The L2 misconception and the UTXO model 10:44 Spam, BIP-110, and where Gabe thinks censorship starts 14:25 The TAM argument: ETFs, perps, and moving Bitcoin on chain 18:07 Institutional Bitcoin: what it opens up and what it risks 24:44 Will younger holders ever self-custody? 28:25 Where did Bitcoin's volatility go? 33:27 Why build on Bitcoin instead of another chain 37:05 July 2: the attempted drain of frBTC 41:13 The failsafe, the halted unwraps, and the cleanup 43:50 The free audit, and the one they paid for 44:53 Stablecoins, KYC, and the third route 47:53 One year out: indexers, apps, and dxBTC 51:44 Where to find Gabe

CHAPTERS 00:00 The tooling gap between a working demo and production 02:15 Token prices are rising. Why that is the wrong thing to panic about 06:57 What constrains supply: data centers, power, cooling, hardware 08:30 Where generative AI prototypes actually go to die 10:58 Why something that looks 80 percent done is closer to 20 percent 14:16 Silent regressions and testing a non-deterministic system 15:37 What Prove AI is incubating and the three personas behind it 20:26 Guardrails for agents doing finance and legal work 23:02 Context bloat, wasted tokens, and who is supposed to fix it 24:56 The coordination tax in multi-agent systems 27:47 Does AI engineering need proofs the way software engineering did 30:36 Why compliance talk is premature without observability 32:15 Where the human in the loop still matters 34:42 Trusting agents with real money 36:57 The food inspection analogy for cross-vendor accountability 38:50 Building the logging system for AI 39:36 Where to find Prove AI

Chapters 00:00 Welcome and how to pronounce Lugli 02:43 Who is Victor Lugli 06:17 Rhetoric, Rome, and the roots of influence 08:38 From psychology to cognitive neuroscience 11:03 Studying consciousness, building neuromarketing 13:28 The pattern behind successful CEOs 19:09 The trust recession 20:23 Why AI produces averages, not intelligence 25:53 Everyone's pitch sounds the same now 34:29 Speed, acquisitions, and going global 38:22 The next ten years: brain machine interfaces 47:55 The manipulation problem 52:53 The golden brain 53:47 Vision 2030, biotech, and what's next for Lugli Group

0:00 Welcome and intro 1:00 Origin story: a 2002 AI research spinoff that became Markup AI 3:27 Why Matt says "content is the next code" 4:16 Real client results: productivity, quality, and the previously unimaginable 6:13 Cloud infrastructure and how Markup AI works across multiple LLMs 7:29 How Markup AI proves impact with standards and risk scoring 9:32 The agent to agent economy and machine readable brand 11:12 A quick detour on the metaverse and multiverse content 11:48 Matt's life outside the CEO seat 12:32 Teaching media literacy in the age of AI 13:57 Gartner's guardian agents and why AI has to check AI 15:02 Deterministic trust scores explained 15:51 Who checks the checker: verifying Markup AI's own agents 16:17 Selling safety, confidence, and revenue through search visibility 17:10 The shift from traditional search to AI powered discovery 18:24 Where paid search fits in an AI first world 19:55 Predicting search one to two years out 21:37 Tackling the AI slop problem 22:55 AI influencers worth following 24:10 What a great 2026 looks like for Markup AI 24:48 Where to find Matt and Markup AI

Chapters: 00:00 Meet Vadim, founder and CEO of Diffco 01:13 The 10x engineer myth and why the metric is an illusion 03:18 Cutting client costs by 4x, and the legacy codebase reality check 05:18 What he'd build today: the most unsexy, regulated industries 09:04 The three kinds of projects worth building 12:56 Wearing the advisor and investor hats 13:34 What he invests in: outsiders who challenge the status quo 16:42 The brutal truth about the founder journey 17:36 Careful founders don't win: energy over age 21:39 From coding assistants to full agentic development 24:59 We need architects, not coders 27:20 Approaching 100% AI-written code on new projects 29:16 The coming pricing crisis in software development 31:55 Where AI still falls short 34:30 Why better models don't equal better output 39:11 Two bold predictions for the next 12 to 18 months 42:13 Wrap up

Chapters: 00:00 Meet Vitaly Golomb 01:32 Why job losses are inevitable this time 04:41 How close are autonomous trucks? 06:10 Manufacturing, China, and lights-out factories 07:30 The five robotics verticals his fund invests in 11:10 If capital doesn't need labor, who buys anything? 15:22 China's laws on replacing workers with robots 17:45 UBI, or why "negative income tax" might actually pass 20:27 Fixing US healthcare, one Medicare year at a time 22:40 US vs Canada healthcare 26:23 AI washing: which layoffs are real 30:00 The Displacement Machine and the grievance economy 36:38 America's unfair advantage: immigration 40:09 What he invests in and why 44:13 Why he's bearish on humanoid robots 47:48 Final thoughts

Chapters 00:00 Meet Mary Grove 00:22 Immigrant parents, an operating room nurse, and a clinic 02:25 From the IPO desk to building a global startup program 02:52 Why 75% of venture dollars still land in three cities 04:22 The capital efficiency case for building outside the coasts 05:40 Food tech, digital health, vertical SaaS, and why those three 07:31 Not trying to build the next Silicon Valley 08:31 Inside the Innovation Circle: 19 enterprise partners, 2,500 deals a year 11:21 Q-rounds and the deal a hospital partner handed back 13:57 Are we in an AI bubble? 16:27 Dot-com, 2008, and why post-crisis vintages perform 19:01 Encarta, Netscape, and the last time it felt this hyped 21:58 Human in the loop: where AI belongs in healthcare 22:42 Is AI bigger than the internet? 25:13 Building faster than the guardrails 27:27 Nostalgia, collectibles, and analog friction 29:32 85 companies in, and what she's most excited about 34:45 Women's health as the largest underserved market 36:45 Open office hours and how to reach the team

My guest this week built a headset that turns your own brainwaves into a video game, and the point of that game is to teach your brain to drop into a flow state on demand, even under pressure. Steve Gullans spent 18 years as a scientist at Harvard Medical School, ran a venture fund, took a company public and rang the NASDAQ bell, then came out of retirement to bring this technology to market. His company, Thynk, is starting in public schools, where he says kids playing about an hour a week show calmer behavior and measurable gains, and it is moving next into elite sports. We get into why a big gaming company has not built this, what the data reveals about how distracted we have all become, what "neurodivergent" actually means, his take on peptides and GLP-1s, and the one piece of advice he gives every founder about the CEO's real job. Steve Gullans is the CEO of Thynk. He was previously a professor at Harvard Medical School, co-founded a venture fund with Juan Enriquez, and has been close to around 60 companies as a founder, investor, and operator. This conversation is for information and general interest. It is not medical advice. Subscribe for new episodes: Youtube link: [ https://www.youtube.com/@palebluenexus ] The Last 20, my newsletter: [NEWSLETTER LINK] The Aloomii Playbook eCourse: [aloomii.gumroad.com]

Every index fund quietly does something strange. When a company's founder retires, sells, or passes away, the index buys more of that company, not less. Haren Bhakta thinks that is exactly backwards. On this episode of Pale Blue Nexus, the CEO and founder of Inside Ownership Index explains why he would rather own the leaders of a business than the logo, and why he went through roughly 20,000 proxy filings by hand to build the data that proves it. We get into the moment at the Berkshire Hathaway annual meeting that sparked the whole idea, the difference between a "zoo lion" CEO who gets fed whether or not the hunt succeeds and a "wild lion" owner-operator who feels the pain of every mistake, and a study of stocks that returned 100 times their money over 25 years, nearly all of which shared one trait before the run ever started. We also cover why the most dominant company in history faded once its owner stepped away from the board, and where disruption tends to come from once leadership no longer has real skin in the game. Guest: Haren Bhakta, CFA, CEO and founder of Inside Ownership Index. The ETF trades under the ticker OWN. Subscribe to Pale Blue Nexus so you never miss an episode, and drop a comment with the company you think owner alignment explains best. Learn more about the guest: insideownership.com (ticker: OWN) This conversation is for informational purposes only and is not investment advice.

Eliza Blank built The Sill into one of the most recognizable houseplant brands in the country. Now she's CEO of The Farmlink Project, a national nonprofit moving 150 million pounds of surplus produce a year from farms to families facing food insecurity. In this conversation, she breaks down how a grassroots COVID-era effort by college students became one of the most efficient food recovery operations in North America, why relationships (not trucks or warehouses) are the real currency of food recovery, and what's actually going wrong for American farmers right now. Sponsored by Huckabuy & Aloomii

Founder and self-described "agentic power broker" Charles Cormier on why human relationships are the one moat AGI can't cross, how to use a podcast as your B2B funnel, and why comfort is death.

What if the next frontier isn't a metaphor, it's a market? Venture capitalist Nectarios Economakis (Partner & Co-Founder, Amiral Ventures) just closed the first $40M of a new $75M fund built to keep Canada's best builders home. We start with the brain drain and end up at asteroid mining, and somehow it all connects. In this episode we get into why "San Francisco is just a wrapper on Waterloo," why Canada is great at inventing the future (two of the three godfathers of AI, the transformer, the smartphone) but bad at commercializing it, and what it actually takes to build a generational tech company north of the border. Then we go off-planet: collapsing launch costs, compute in orbit, solar cost down 99.7% since 1970, and why investing in space is really about helping things back here on this pale blue planet. ▶ WATCH & SUBSCRIBE:    / @palebluenexus   🎧 LISTEN (Apple Podcasts & more): https://palebluenexus.com 🌐 More from the show: https://palebluenexus.com — ABOUT THE GUEST — Nectarios Economakis is Partner & Co-Founder at Amiral Ventures, a founder-led Montréal VC firm backing the next generation of Canadian technology flagships. Previously co-founder of The PNR and the first business-development hire at Google Montréal. X: https://x.com/nectarios LinkedIn:   / nectareco   Amiral Ventures: https://amiral.vc — ABOUT PALE BLUE NEXUS — Pale Blue Nexus is a podcast about technology, AI, and what they mean for humans. New guest episodes regularly — subscribe so you don't miss the next one. 👉 Subscribe:    / @palebluenexus   💬 Drop a comment with your take on space, AI, or Canadian tech — we read them all. The Aloomii Playbook is the operator's manual for putting AI into relationship-driven businesses — not theory, not hype, just the system we use to run our own agent fleet (OpenClaw) and our clients'. Three editions for where you actually sit: Founder. Solopreneur. Operator Leader. → Get the Playbook on Gumroad — $179  https://www.aloomii.com/playbook/ https://aloomii.gumroad.com/

DeepInfra (https://deepinfra.com/) is serving over 5 trillion tokens a week and just closed a major raise backed by NVIDIA. In this episode of Pale Blue Nexus, host Yohann Calpu sits down with co-founder Nikola Borisov to unpack how DeepInfra is challenging the hyperscalers on price, why he compares inference optimization to Formula 1, and what the future of open source AI looks like. Nikola shares the technical playbook behind DeepInfra's aggressive pricing (including the famous Mixtral moment), how quantization and KV caching drive efficiency, the company's deepening partnership with NVIDIA on the Dynamo project, and why he believes the real demand for AI infrastructure is just getting started. We also get into the harder questions: prompt injection risks, the NemoClaw security model, hardware depreciation cycles, and what's actually overrated in today's AI infrastructure boom. Nikola bet early on open source inference. What's your bet? The Aloomii Playbook is the operator's manual for putting AI into relationship-driven businesses — not theory, not hype, just the system we use to run our own agent fleet (OpenClaw) and our clients'. Three editions for where you actually sit: Founder. Solopreneur. Operator Leader. → Get the Playbook on Gumroad — $179 https://www.aloomii.com/playbook/ https://aloomii.gumroad.com/ The Last 20% is the LinkedIn newsletter for operators who'd rather build the system than read about it, field notes, frameworks, and behind-the-scenes from running Aloomii's agent fleet (OpenClaw) and our clients' AI transformations. No theory. No hype. Just what's actually working. → Subscribe free on LinkedIn   / the-last-20-7445126674708451328

Austin Armstrong has 5 million followers across social, 11k affiliates, a $2M ARR AI video SaaS (https://syllaby.io/?via=yohann80), a startup incubator in Durham, NC (Bullhouse), and a conference in Dallas he used to attend as a fan and now co-owns (AI Marketing World, Oct 21–24). He sat down with Yohann to talk about the moment he saw the AI wave coming and bet his agency on it, why founder-led sales has a ceiling, the comeback of in-person community in an AI-displaced world, his strong (and possibly controversial) take on AI UGC and FTC compliance, and why the 40-hour work week is already dead. 🎙 Pale Blue Nexus is hosted by Yohann Calpu. Same curiosity, wider lens, conversations on AI, space, physics, and the ideas shaping what comes next. Austin bet early on the AI wave. What's your bet? The Aloomii Playbook is the operator's manual for putting AI into relationship-driven businesses, not theory, not hype, just the system we use to run our own agent fleet (OpenClaw) and our clients'. Three editions for where you actually sit: Founder. Solopreneur. Operator Leader. → Get the Playbook on Gumroad — $179 https://aloomii.gumroad.com/ 🔔 Subscribe for new episodes weekly. Follow Austin: [@socialtypro] Follow Yohann: [@realmtbman] Aloomii: http://aloomii.com

Jack Couch was the security guy in the Vista war room, personally set up Xbox Live's network in Japan, watched the iPhone kill the Zune in real time — and then went and built Sophtron, the AI-powered platform that lets agents access banking data the banks don't want them to access. He calls his company "a security firm wrapped in a fintech veneer." It supports 14,000+ banks, 60,000+ connections, with about two dozen data scientists doing what Yodlee needed 2,000 employees to do. And he thinks frontier AI labs are going to acquire companies like his — because they've hit the data wall and Sophtron spent a decade getting at the data nobody else can. But the real reason this episode is going to make you think (or argue): Jack believes sales and marketing as a profession is fake — a legacy from a time when data transfer was lossy and you had to fly to Vegas to figure out what to buy. He thinks Money 2020 is "proof of bling." He thinks office mandates are "fake daycare for adults." And he says it with the calm certainty of a guy who has watched four hype cycles roll through and built quietly through all of them. 🎧 Pale Blue Nexus — Making sense of the future, from right here. Connect with Jack: sophtron.com Subscribe: https://www.youtube.com/@palebluenexus