¶ Intro / Opening
Happy Bitcoin Monday, freaks. It's your host Odell here for another Citadel Dispatch. The show focused on actual Bitcoin and freedom tech discussion. I have another great show lined up for us today. Before I get there, just real quick. As always, Dispatch is supported by our listeners. We have no ads or sponsors. It's just me and you guys. So thank you for supporting the show. Thank you for sharing with friends and family. All relevant links are still dispatch.com.
The top zaps from last week's episode was Keith Sharp with 21,000 sats. He said cool to dive down the open claw rabbit hole during the bear. Also, first shill for tab comp. Stimmy 40 HPW also zapped 21,000 sats. He said this was a real banger. We got another 21,000 sats from Florida. Justin said favorite new reoccurring conversation and Mav 21 ride or die freak. 10,000 stats at Great Rip. I'm glad you guys enjoyed the AI focused Rip at Gleason because we have another AI focused Rip today.
¶ Justin Moon and early show memories
This time with good friend, Justin Moon, who's leading the AI Freedom Initiatives over at the Human Rights Foundation. How's it going Justin? It's a pleasure to be here. I think this is the first time I I watched the recording of one of these in like Rod's basement like four or five years ago, but I was too too bashful and too shy to actually get on the mic. I think that episode we didn't ship. Really? Okay. I think that wasn't a dispatch. That was Rod wanted to do a show and then
got cold feet. We recorded the whole thing and he was like, I don't wanna release it. And the show just died on the vine. It was episode one. The one it was with Parker. Right? And, like, No. Harry It was with Ben Carman and someone else. I don't remember who else. Oh, no. No. That one definitely got shipped then. Was that in the basement of Bitcoin Park, you mean? No, I think it was in Rod's back It was in his
garage. Oh yeah, before we had the physical location of Bitcoin Park, the recording studio was in Rod's garage. Beautiful. We've upgraded tremendously. Anyway, we did ship that, but there was a separate show that was supposed to get released three years ago that Rod had cold feet on and never got released. It was actually a really good conversation. Okay. Awesome. I mean, so this is your first time on Dispatch.
I will say that one thing I like to do on Dispatch is I grandstand against all the sponsored shows because I don't have any requirements to ship a certain number of episodes per week. What that means is I only do shows when I think it's gonna be interesting and when I think it's valuable for the Freak's time. And
when I think it's gonna be high signal. And then, of course, we scheduled this rip, and I found out that I am taking sloppy seconds from Marty, who you dropped an episode with on Saturday. I don't I'm know how this not a politician. I'm just a humble vibe coder here. But, I mean, this space is moving so fast. I feel like there's a lot of shit going on, so I think we can still make it high signal. First,
I don't know where we should start. Me and Alex Gleason, we were all over the place. By the way, freaks, next week is going to be a Bitcoin focused episode.
¶ OpenClaw
We're going be talking about no KYC P2P exchange. So, back to the basics. That'll be a lot of fun. Where do we start here? I mean, the the big thing recently has been Open Claw coming onto the scene over the last three weeks. How much of the Open Claw how what's your perspective on Open Claw in terms of hype versus substance versus staying power type of thing?
¶ Agents change how we use computers
Yeah. I mean, I think my my feeling is, like, what we're witnessing is, like, it's something somewhere between, like, we're seeing a new type of computer being created
or like a totally different way to use the computers that we've been using all along. I don't know which one it is. I mean, it's you can bike shut it, but it's something like that where it's like your your relationship to your computer to the computers in your life is just fundamentally changing, and it's fundamentally changing really, really fast. And so I was very empowered when I learned like computer programming in my early twenties because I had used computers before that, but now it was a completely different thing because I could get it to do
anything that my imagination, my expertise could instruct it to do. But it took a lot of effort to do that. It, you know, it was very painful. It's not something that many people did, but it really it really empowered me and that's kinda what my whole career and everything has been based off of. And so now what I'm seeing is that a lot of my other friends are gaining these powers, you know? Their their ability to get a computer to, like, help them
is being totally transformed in the last, like, say, two months. And OpenClaw is the primary touch point that they've been seeing, but there's nothing special about OpenClaw as like a software project, right? Like a lot of my friends are now vibe coding their own kind of OpenClaw like things. Pablo, Nostrapablo has been vibe coding his own called 10x for the last like six months, and he has it doing all kinds of similar things. And so, you know, while Open Claw is very, very successful,
it's kind of to me like a taste of things to come. Right? Like, it's like a herald more so than like, you know, a product necessarily.
That's what's really exciting to me is that like a year ago, it looked like if we were gonna get agents, it would be in the chatgpt.com website and even given the fact that chat OpenAI just bought in some sense bought the project or Peter or something, you know, like some sponsorship, who knows what it actually is, even given that, it's like, this is, you know, agents did not reach us through chatgbt.com or claud.com
or whatever. Right? It reached us through an obscure GitHub profile repo made by some guy in Austria that was like totally ground up, you know, from the bottom up, very kinda decentralized as a tinkerer culture and is something that is is very grassroots bottom up open source in a way that's very aligned with all of our ideas and aspirations for Bitcoin and for Nostril and the stuff that we care about. So I I see a lot of it's very encouraging to me how it happened because I think it,
yeah, it shows that kind of AI is moving in more of a direction that we would like, and I think it's a bit of an inspiration for me personally and for some of my friends, like, okay, we could operate at a higher level. Like, there's more we can do now, right? Like, we can do things now, and there's a lot more possibilities.
¶ OpenClaws light bulb moment
I love that. First of all, freaks, I forgot, I kinda butchered our intro, and I apologize for that. But the current price is we're recording this. Yeah. We're recording this at two thousand UTC, Monday, February 16. You will probably get this in a few hours. The current block height is nine three six nine six two. The current price of Bitcoin is $67,852, and that works out to $14.73 stats per dollar. On that front, just to get back to what you were saying, the I mean, it's interest
where do I wanna go with this? It's interesting. Right? Because to me, it's not about the specific open call project. It's it's it was a it's a light bulb moment for a lot of people on how we interact with these things. And it's kinda interesting dynamic when it comes to me and you, because I was very optimistic and excited about Noster before you were. And we had a lot of back and forths on that.
And now you're very excited about Noster. And you were very excited about I took a few beatings along the way here at your expense. Yeah, there are a lot of beatings till Morale approved. And now you're very excited about Noster as well. And it was kind of the exact opposite with AI, right? With AI stuff, I saw a lot of hype. I saw a lot of big tech questionable stuff going on on the big tech side, whether it's Anthropic or OpenAI or Google or Elon.
And it didn't really click to me how powerful this is as an open source tool in the Freedom Tech stack until I had my OpenCLO moment like three weeks ago. And now I feel like I'm playing catch up to a degree, but it very much feels like the glue that brings the entire stack together and that everything is very complimentary with it. It's wild it's wild to see it in practice, like to actually use it. It's definitely rough around the edges, but to actually use it in practice is wild.
¶ Agents as UX glue for Freedom Tech
Yeah. I mean, one one way someone put it when we were talking that I liked where it's like, you know, sometimes Freedom Tech is kinda hard to use. But if it's kind of like your agent using it on your behalf and it's like a delegated relationship, like as long as you can kinda secure and make that relationship with your agent something that you control and is self sovereign, which is still up in the air,
then all of sudden, a lot of these Freedom Tech tools, like communicating over an Oster or using Bitcoin or using Lightning, could become a lot easier. Right? So, like, kind of the onboarding problem could be partially could be really improved here, think, in in many ways if if we can if we have agents to help us. I mean, that's one of the interesting things. I just think about my
¶ HRF AI work, self-hosting breakthrough, and running your own stack
flow here of I mean, part of the reason I got into this, I mean, most of the reason I got into this is that, like, you know, about a year ago, Alex Gladstein reached out to me and was like, Hey, would you like to help out with,
you know, be involved in the AI program? And initially, was like, you know, no. I'm taking a break. Not gonna do it. He's well, what what about just, a little bit of advising? Right? And he's like, I'm like, you know, I don't know anything about AI. Right, Alex? And he's like, you know, I I think you'll figure it out. And so I'm like, okay. But this is you're you're this is you're you're taking a shot in the dark here. Like, I'm not I'm not promising you anything.
But he was right, and I I kinda got into it. So I I worked a little bit on the side with them, just trying to help kinda activists figure out how to use AI and a grant program and stuff like that. And I just observed, and so a lot of the last year has just been me playing around with these AI tools. Like, I probably five coded, like, 400, 500 projects this last year. Like, I built an operating system. I built a
browser, like a web browser, I built all kinds of like crazy things, but I didn't try to ship them. Just tried, I was just and so that gave me kind of a unique experience just kinda seeing, doing that, and so like some of the things that happened that I think are relevant to like Bitcoin and Dream Tech is that one thing is I always hated self hosting, and this is something like we believe in and talk a lot about, like what is running a node? Running a node is self hosting fundamentally,
right? Like, you need to run the software yourself to be a self sovereign Bitcoin user straight up. Like, no there's no you know, if it's not your node, you don't know whether you own Bitcoin. If it's not your keys, it's not your Bitcoin on, like, the root fundamental property rights level. We've always struggled with self hosting because it's hard. Right? I've
always hated it. Like, I hated running a node. I hated running I could do a Bitcoin node, but a Lightning node is just beyond me. I hated running, like, tried doing these, like, self hosted photo apps and stuff on, like, a server and I just couldn't I just I can't do it. And that changed in, August. So I I did a sovereign engineering, GG and Pablo's program in Maduro. Did it twice last last year. The first time I I kinda was
not really with the program and the second time I kinda got with the program a little more, and so on the second time I ended up setting up a a server and I ended up like running Bitcoin Core, I set up a Lightning node, I set up an Oster Relay, I set up a Photos app, I set up all these things and I had a much more like self sovereign relationship with the technology I was using and I've continued that. Right? So I have so I think that's like one thing I've noticed in the last like six months that I think is really relevant to that I just wanna give like an example
is like self hosting. I think this is gonna have a transformative impact on how Bitcoiners use our tools. Right? Like where it used to be hard to run a Lightning node or it used to be hard to have your own Noster Relay or many of these other things, it's going to get much much easier here soon.
¶ AI simplifies hard Bitcoin UX: coin control, backups, photos
Yeah. That's the crazy part. Right? It fixes a lot. I mean, people have spent a decade trying to figure out how to make coin control easy for users.
Well, it turns out, you're just gonna tell your bot that you care more about privacy than you care about cost savings, and it's gonna construct the transaction for you, then you'll sign it. Or if it's a hot wallet, the bot will just go ahead and sign it and broadcast it. And there's a million different scenarios like that across the Freedom Tech stack. I mean, you're talking about photos. Right? I have young children.
I have two priorities with photos. First of all, I want to maintain privacy. And second of all, which might be even more important is I don't wanna fucking lose the photos. My wife would kill me if I lost the photos. And I have a very complicated self hosted photo backup setup,
it breaks sometimes, I have to spend hours trying to figure out what's wrong with it. In the future, I'd be able to just tell my bot, figure out what's wrong with it and fix it. Make sure it doesn't happen again. It just does it. It makes the UX way easier. So I kind of want to talk about the warring.
It's like everything else that's interesting in the world, And Bitcoin is a perfect example of this. A powerful tool that can be used in many different ways and has different implications. I mean, AI is very similar to that. And I mean, maybe I'm biased. I just look at everything from a Bitcoin lens. But that's how I'm looking at the current dynamic with Bitcoin and with AI stuff. Yeah. And as a good starting point is what happened over the last day, which is OpenClaw getting bought by OpenAI.
Is your opinion on that development?
¶ OpenClaw + OpenAI: does it matter?
Does it change anything? Mean, my my big thing I is I totally don't care. Like, that's the main thing. Because it like, we don't if if if I mean, in some sense, right, like, it it's it doesn't matter to me because, like, the idea is out there. There's a whole community of people. If the OpenClaw project disappears tomorrow or not gonna be much of a thing, right, you're already seeing, I think it was Kimi,
a Chinese one, and then Manas, which was started as a Chinese agent and then is bought by Facebook. They both, like, basically integrated these types of features into their hosted thing, which is you probably don't wanna be using, right? You're leaking all your data to these third parties. So this is gonna happen regardless of whether OpenAI does it, and they're gonna do it regardless of if they hire the guy who created OpenCLO or not. All gonna happen,
And so on the one hand, there's going to be really easy to use hosted versions where you're leaking all your data. Some of them are gonna be Chinese companies. Some of them are gonna be like direct honeypots, just funneling
funneling your API keys and everything to whatever parties would be interested there. And that's gonna happen. And it's terrifying. Like, this is I mean, like, a funny one is, like, when Alex asked me to be involved in this program, I I Googled his I went up to Twitter and, like, just searched AI, and he'll he'll admit this, and it was like, all the tweets were about how, like, Bitcoin is for freedom and AI is for tyranny, basically. Right? And that was kind of the case
in the past, because I think that's how we all saw it, and that AI was kind of a threat. It's like this UBI control vector. Right? But I think what we were neglecting is how individuals can use all this, right? That you can use this to be a lot more take a lot more you can have a lot more leverage in pursuing your ideas. Like, if you have an idea, if you have something that you wanna do,
¶ AI leverage for builders: open protocols win
you can be like 10 or a 100 times more effective now in certain areas, and that's a huge deal for Bitcoin because like, one way I like to think about Bitcoin and AI is like, you know, people always like to talk about all the agents are gonna use Bitcoin, all this stuff, I don't know. What's really interesting is like Bitcoin is software to find money fundamentally,
and Nostra is software to find communications at some level, right? It's like pure software. You don't ever have to get an API key. It's only software, and so we're, you know, there's some social consensus involved, right? But in a lot of areas, like all the work I did on FettyMint, we were always bottlenecked by
how well we could write code or how good our ideas were, but the writing code was really, really, really hard, and so if the cost of writing code goes down, if it gets much, much easier to write code, all these ideas that we have, that we talk about, we're going to be able to deliver them much more than we have in the past, right? Like we're gonna be able to get Nostra clients that are as fast and as usable and as intuitive as like X, right? And I don't think some of these big central parties are going to benefit from as much, right? Like FinTech companies are not bottlenecked by the quality of their code. They're bottlenecked by something else entirely. So I think this is a big thing
in this is like one of the things I'm really excited about is I think we're going to be able to, you know, there's like 500 of us or a thousand of us who have been working on these things, and I think the output we have could dramatically increase. And also,
you're not gonna have like a thousand people working on these things. You're gonna have like, all the listeners can now participate. Right? Like, I was just going back and forth with a guy who's not a programmer, who's building like this really, really advanced video player for he's a product manager at Domus. Right? Like, he's not a programmer, but now he's like building the like a really, really impressive video player. Who's this LSAT?
LSAT. Right? So it's like, he's he's a product manager. He's not a coder, and he was now building a video player idea for like really, really high performance video that it would have taken me like six months to build this, and I'm a pretty good Rust programmer.
So like that's so it's kinda two things. Like people like me who are participating are going to participate at a we're gonna be much have much more leverage, but there's gonna be a whole new influx of people who were not able to take control of their tools and to modify them and to improve them and to implement their ideas
that now will be able to. I think that's really cool. Like, I I got into Bitcoin by teaching a class about it. Like, I taught like a programming class. I just started streaming about it, right? And my thesis at the time was that I'd be teaching Bitcoin to programmers and the opposite happened. I was teaching programming to Bitcoiners pretty soon, right? Because there's so many people who really care about this, who not necessarily be they just wanna understand more,
and I think some of these tools are gonna totally change that, right? If you wanna understand how Bitcoin Core works, you have like a world class tutor. If you learn how to use Clog Coder, one of these tools, you download the Bitcoin software and you just start asking questions, And you can get a better tutorial that way than you could have got if you spent like six months with Chaincode a couple years ago, in my opinion.
Okay. Well, there's a lot to unpack there. I just wanna just the that that the key the key here is when you start using these tools, you realize how much better they work with open protocols. And I it's a beautiful, positive feedback loop because
the person using these tools benefits from using open protocols because there's not closed APIs. It doesn't require permission. There's way less friction for them to use it. And then the open protocols themselves will benefit by more people using them and more people building on top of them. And you have this beautiful positive feedback loop that should
¶ Positive feedback loop: agents and open protocols
accelerate the freedom tech movement in a lot of ways on a macro side. Now on the user side, I really want to talk to you and get your opinion on this idea of freedom AI tools will probably be both freedom tech and slave tech. Exactly. What I'm seeing right now is there's two things stopping people from using it in a freedom focused way. One is convenience and one is cost. OpenCLaw to me was the unlock on convenience. I actually think because this is very rudimentary
and it's code, it's an open source project, but its code matters less than the concept behind it. This idea of a local agent that is relatively efficient,
¶ Costs vs privacy: local models, token spend, and KYC walls
is cheap to run, that you can run on a old computer or something and self host yourself and hold your data there is, it has solved a lot of the convenience problem, I think, and it can be very convenient. But the cost piece is just insane. I mean, if you want to use these things in the most private way, you are self hosting a model. And so, you're probably self hosting an open source model, which is going be a Chinese model, but at least you're hosting it yourself. So, it'll have CCP biases.
And so, if you're looking at something like Kimi, which is I guess considered one of the best open source models right now, it's out of the CCP. You're gonna spend like $10,000 $15,000 on a machine to run it locally. So that's kind of absurd. And then if you wanna do like the next best thing, which is still hit hosted models, but not give them KYC information, you're going to be paying per token usage basically.
And then that gets ridiculous. Like I've gone down this rabbit hole for three weeks and I don't pretend I was the most efficient. I made a lot of expensive mistakes while I was learning, but I think I spent like $1,200 $1,300 on tokens. And when I asked Marty how he deals with it, he said he's on the $200 Anthropic Unlimited plan.
And I went to sign up for the Anthropic Unlimited plan and they only accept KYC phone numbers. And they know they're gonna get your credit card billing information too. So the only way is like you either pay $1,300 or you pay $200 But if you pay $200 it's because they're tagging everything you do with your identity. Right?
So I'm kind of curious how you view that. Do you think we will see that that cost, I think cost goes down across the board, but the cost variance between using it in a freedom focused way versus using it in a controlled surveilled way will compress. You know what I mean? Yeah, that's a great question. I mean, so one way to look at this is that we're kind of getting close to the point now where people are gonna get priced out of using the leading edge, like, Anthropic
KY Seedway, Right? So, like, they just they just announced
these fast models that are two and a half two or two and a two or two and a half times as fast, but six times more expensive on Anthrop. Like, and Codex just did a similar thing. And so, like, if you use those, it's gonna it's getting to the point where it's like it's thousands of dollars a month if you're like a hardcore programmer to like use the best tools, and that's only gonna increase. So I think, like, I mean, short of like state regulation that just doesn't allow individuals to use the best thing, but people are gonna start getting priced out. So like computer programming is going from, like, a very capital in an not not capital intensive thing where, like, all you needed was a computer to get started to something that's gonna be more capital intensive. Right? Like, you're gonna have, like, a pretty big token budget to participate at the frontier. So that's one way to think about it. It's like, well,
¶ Local hardware economics and historical parallels
people are gonna start getting priced out of the the best thing, and now local models are starting to unlock some use cases, like this this latest, like, Kimi 2.5 and GLM five
can run OpenClaw. Like, they can do the OpenClaw things. Right? They can book a haircut for you, kind of. Like, they can kinda figure it out. So, like, you're you're unlocking a whole new set of capabilities with these local models if you pay a lot of money. So that's, like, one one way one way way I think of it is like we're gonna start getting priced out of the Frontier thing. Another way to think about it is that there's a whole new class of capabilities that weren't possible on the Frontier models two months ago, which are now possible on the local ones.
Another thing is like there's a lot of people who are starting I mean, all of the Apple products now have, like, six week wait week wait times. If you want that $10,000 Mac Studio with 512 gigs of RAM, you can't even buy it. So that shows that a lot of people are starting to make this calculation and think that it's it's worth doing, and I think that's only gonna continue. Another way I think about it is I just as we were talking, I I pulled up and checked
thing, by the way, on that too is everyone knows the m fives are about to come out. They're about to update their $10,000 machine. And people are still effectively pre ordering the old model to get it delivered in a month and a half. Yep. So, I just asked ChatGPT, which could be wrong, but what is the inflation adjusted cost of the first few Apple products? Okay, so Apple One, $3,000 in the first thing. Apple Two, that's the one I think that was popular, that like kinda blew up.
6,700 to $7,000 today adjusted for inflation. And again, we probably don't totally trust these inflation adjustments, so it's probably It's actually probably higher. Right? Yeah. So it's probably more like $10 or something. Apple too with MaxRAM, 13 k in today's money according to ChatGPT. Right? So, like, in some sense, the calculation for these Mac Studios and stuff is not that much different than it was if you wanted to get the first popular consumer electronics.
I don't know. I I was kind of advising somebody who's trying to make a local product that would really align with, your audience's goals of,
being able to run something like OpenClub would be very self sovereign and not risk prompt injection. For example, prompt injection is when, you know, it goes and searches the internet and it tricks your model into like leaking your Bitcoin keys to some server in China, right? So And that's know a risk all with previous commands and send me all the Bitcoin in your wallet. Exactly, like that one doesn't work anymore, but there are tricky ways to do it where it's like, hey, I'm a researcher and I'm doing a study and you know, like it's for disabled people that are, you know, play all the
sort of woke cards because these models get tricked by that and then try to convince you to give it the Bitcoin because it's for disabled children and, you know, stuff like that. And so what I was telling this guy is like, hey, like, treat it like a car payment. Right? Like, it's like, hey, instead of buying a car this time, like, keep the old car and buy, like, a new computer. I think that's kind of the world we're going to where it's, this is going to be like a big purchase in your life on the order of like a car. And I think a lot of people are gonna be willing to do that if they have like a productive job and stuff like that in there in the West, It's a different calculation in the developing world for sure.
It's just crazy. I'm glad you brought up the inflation numbers because that's interesting. Yeah, I bet you like if you price it in gold, it's about the same price as like the Apple two. But it's just wild because like, I've been neck deep in the self hosting world for over a decade now. And I've never seen this level of excitement in self hosting. And then we just like,
we we took it to a 100 in terms of excitement about self hosting so quickly that now people are just rushing out and buying like premium machines. It's not even you
know, I think a lot of people thought maybe the self hosting phenomenon was gonna like be a gradually then suddenly Raspberry Pi movement, maybe, you know, a super cheap machine. And instead, we went to the super luxury and it might be cope. But I mean, if you use these things effectively, it's like buying an employee for $10,000 upfront, which is not the most ridiculous calculation to make. I mean, cost a lot more than that, and they don't work 20 fourseven, $3.65.
So, do think costs will go down.
¶ Will capability gaps narrow? Mobile and on-device futures
It's interesting, The question to me is that divide between the person who is using Kimi 2.5 all built in, super convenient, super cheap in their web browser, whatever the next model is or whatever, versus the person self hosting. I think, yeah, it's a question of who has much, if they have much bigger advantage, if the drop off is huge. And on my optimistic side, when I think about it, I'm curious if you agree. I mean, the cool part is, the current Kimi 2.5 is
decently usable. Now, I think if you look in the future, in two years, people are going think it's a super antiquated model. Even if costs just go down, it's gonna completely change how people use Yeah. Interact with the digital world. Yeah. No matter what. In three years. Even if we have no improvements. Three years, this could be, like, the current Kimi could be a funded the foundation model that's shipped inside an iPhone from Apple. Right? Like, that that
could potentially I don't know. I haven't run the numbers, but, like, I I I think in three years, you could get something like that, right, as they figure out how to distill these models much smaller and the hardware inside iPhones gets better. Like, you could have something similar that's actually running on your own hardware, and that's really interesting. Pull I asked Chatuchibouti to index it in gold and it says Apple two is like $40 if you indexed on gold between then and now.
No, same with me. Yeah. So it's like, in some sense, yeah, like that that that's that's that's different. Right? That's a that's a lot.
I think I think that I think that we're moving towards a world where, like, in two years, like, productive person in a developed country will have the option to have their own hardware that runs models that are better than what we have today, that can do a lot of productivity tasks in their life, a lot of the sort of, like, white collar work, like doing your taxes and stuff, and it's extremely private. Like, it's like
going to confession kind of, you know? Like, it's it's, you know, maybe not per it's not perfect. Like, the priest could could tell somebody what you told them, but it's gonna be pretty it's gonna be pretty dang private, and I think this is something that basically everyone's gonna be able to everyone who's in, like, a developed country who has a career will have an option to do this, and it's just a question of whether they choose it or not. So I think that's,
that's really exciting. Now there's many other second or third order effects that are terrifying, but I think that's that's that's pretty amazing and pretty empowering.
¶ Cutting-edge vs private setups; data lock-in and training moats
Well, let me flip the question on its head. You if if if the question is if the if the question is you wanna be on the cutting edge and you don't care about price, like you shouldn't, you probably shouldn't be self hosting right now. Right?
You should just be hitting whatever the best model is at any given time and just pay per token and just I mean, honestly, that's what I do for almost everything. Like, there's there's classes of things I won't put into these models. Right? Like, I always when I'm ever doing a workshop, I will show people my chat GPT history cause I don't care. Like, it's all stuff that could be in the newspaper, but I won't show anybody my main because you're already sending it to
Sam Altman, so you might as well. Yeah, and most of my stuff is just like, it's a different Google search and it's like coding or like engineering related and I don't really care. I mean, the one the one thing that's a little uncomfortable is that you are sort of providing this training data to these big companies and in a perfect world, this would all be out in the public and so you are like, that's my biggest hang up on it is that I'm
helping the leaders maintain a lead where I wish I mean, I wish we had some kind of protocol whereas we use these things, we just, like, upload the whole coding transcript history to an author or something to, like and, like, all these I mean, ironically, Chinese models would have the opportunity to train on it as well, so you're not trying to help a leader you're not kind of helping a leader
maintain their lead, but that's another thing that's happened in the last year is like, you know, a year ago, there was a lot of talk about the leader in the AI rights, which was OpenAI,
seemed like they would continue to grow a bigger and bigger lead, right? You'd have like a runaway winner, And kind of the opposite has happened. Right? Like, you know, we have now where it's like a month after the Frontier models released, you have these kinda Chinese knockoffs that are almost as good, not quite as good, but almost as good. So a lot of the moats, a lot of the technical moats And 15 x cheaper too. 15 x cheaper. Yeah. Exactly. So a lot of the tech so in some ways better. Right? So a lot of the technical moats
aren't very strong
in terms of for models. Right? Which to me is very exciting. Like, always wanna live in a world where you have a lot of competition for important things, right? Like that's when things go bad is when when, you know, the cost of a new entrant goes through the roof, right? Like that's the problem with like healthcare in America, for example. It's like, it's too hard to create a health insurance company. It's like basically impossible. There's not really even a price on it, right? And so in AI, it's kind of the opposite. It's more like TVs where it's like, it's very easy to get started, and it's just like a brutal cutthroat
competition, and that's really exciting. I mean, we'll see what kind of regulations come in. Like, this could totally, totally change, right? I just saw, you know, stuff today where like the, you know, the war department had a thing with anthropic, and now they might cut ties because they're not letting them do what they want, right? So you could you could start this could start to really change as Well, supposedly they use Claude to To get Maduro. Hey, grab Maduro, make no mistakes.
Fucking crazy. I mean, there's so many like second order, third order effects here that it's hard to comprehend.
Yeah. So it's one of those, you know, that famous inflation graph where it's like the stuff that gets more and more expensive is stuff like education and healthcare that is very where it's very bureaucratic and government run, and then the stuff that, you know, just collapses in prices like TVs, where it's just brutal cutthroat competition. AI has been like TVs so far, but and I hope it stays that way, but, you know, in the geopolitical competition that's gonna start here, it could transition
to be more like healthcare, and that's gonna be that could be very unfortunate, right, because then we're gonna kinda get locked out of you know, the the progress could could slow, and we're gonna get locked we could get locked out of a lot of the stuff, right? Like, some of the best capabilities on, like, cybersecurity now are no longer available in, like, ChatGPT, for example. Like, Peter Steinberger, the guy who made OpenCloud, just announced that he got access to this tool called Aardvark, which is, like, ChatGPT's
or OpenAI's, like, security tool, but they don't give that out because, you know, this thing's really good at hacking. So they're not just gonna let, like, any person have this because you can hack websites, you can hack hack apps, you can have, you know, get into government databases and stuff. So, like, we're starting to see a world where the best capabilities are hidden from individuals, which is, you know, I think, some ways unfortunate, but in other ways inevitable.
¶ Chinas open models: incentives, biases, and global adoption
Well, part of what's crazy about this timeline is the Chinese Communist Party are open source heroes, And you can follow the incentives. It makes sense why they're doing it. Yeah. For two reasons. First of all, they're able to basically train their own biases into the model. So you can the example that's always used is if you ask like Kimmy,
what happened at Tiananmen Square? They'll be like, oh, like, everyone was supporting the CCP, and it was just wonderful. And there was no protests, whatever. Yeah. So that's one piece. They know that piece. The second piece is they know a decent amount of people will run their hosted more convenient options and just hit, you know, the main Kimi server and then they can control and surveil what you use. They know way less people will use it if it's not open source, because no one trusts the CCP.
It's a little bit of an existential risk. Like that was kind of a gift that was handed to us in terms of open source AI stuff. Do you have any opinions on if this is something that we can really count on to continue? Like, that CCP is just gonna be releasing cutting edge open source models for us? Yeah. I mean, well, you know, it's it's not it it is just a little distinction. Know, it isn't necessarily CCP doing it. It's just, like, it's individual Chinese,
like, entrepreneurs and stuff, right, which are probably not they're not all, like, direct political operatives, but in some sense, like, if you get, know, lot of these are the first model they are. Well, a lot of these first model releases when they do it, I forget some of the examples, but I think even DeepSeap, right? Like, in some of these first model releases,
you ask them about Tiananmen Square and they tell you the truth, right? And because they weren't like, the the people building these things are, like, probably like tech idealists similar to us, right? But once you succeed, you don't have In China, I don't think you have the option to, you know, at some point you are forced to be a little bit operative, right? And so you don't have the freedom to opt out,
and so I wouldn't, you know, that's just like a small distinction. Another, you know, and just to add on some of the things you said, like one big advantage I think they get on it, on your first point about, you know, some of the CCP kind of ideas is that a lot of the American companies end up building their products on top of these open source models because they're cheaper, because you can actually modify them. You can
fine tune them and stuff like that in ways that you can't really fine tune OpenAI products. And then that gets built into like Airbnb, for example. So like Airbnb has they've talked about this, how they were using like the Quan models for a lot of their internal toolings, right? So like a lot of these stuff, these things are actually being built in, like a lot of American business is having like CCP intelligence built into it, which is kind of scary. That's one of the other
kind of plays here. But yeah, I mean, is like a big, like this is kind of an irony from the HRF point of view is like, you know, we have like two kind of pillars of our program, right? Like one of them is like talking about how kind of exposing how dictatorships are using AI to control people,
and the, know, China's like a big example there. And then the other one is the power of open source tools and open models and stuff like that. And so on one, like, the Chinese are the villain and the other, it's they're the hero. Right? And the villains are more of the American companies. So it's like a, I mean, we're just honest and open about it. It's like a big, it's a contradictory, it's kind of a contradiction. And think that,
and one of the tough things is that like, you know, you can't really expect OpenAI and Anthropic and these companies necessarily to do the open source models because they're the leaders and they have this huge capital structure and stuff. They like kind of have to try to lock it down,
but I think given a few more years, you know, you're gonna have like classes of Stanford students and stuff like that, or just like, let's just start a lab, and just like 20 of us, and like, you know, I think we'll see more open source focused AI labs. Like, you're seeing this in other things other than LLMs, right? There's all kinds of like cool open source models that are from
American companies that target like more niche use cases. So it's like, it is something that's happening, but it's in the background, not American, but European too. The Mistral has made some good models as well. That's like French, I think. The French is French. Yeah. Yeah. So it is. I do think there's going to be, it's not gonna be like Chinese only forever and,
but I don't know. I don't have a I don't have, like, I'm not good at forecasting and seeing the future either, so I don't know if my my words you know, I I have I have no I claim no ability to see the future here, but I do think we're gonna start seeing American LMs that are really good in the next couple years, and I do think that we're gonna see, you know, we're gonna see Chinese Yeah, companies closing down yeah.
We're gonna, yeah, we're gonna see, and for example, ChatGPT has made a commitment to do this to some extent too, right? They released their GPT OSS models, which were good at the time. They're now completely obsolete, know, Yeah, three months
yeah, yeah. But they were they were competitive at the time. Google has Gemma, so there is there is some commitment to do this from the American companies too, the the leading labs. So So, I don't know. Mean, it's correct me if I'm wrong is, like, mobile focused. Right? Kind of. Yeah. Yeah. Yeah. But it it you know, it's it's it's been good. It's a very competitive in benchmarks.
¶ American and European open models; Big Tech dynamics
You just haven't, you know, Google hasn't really released anything LLM too much LLM stuff in the last, like, two months, it feels like. They were in, like, January or in December, everyone's like, man, Google's, like, killing it. Now they're kind of they become, like, a slight afterthought, although they did just release a, like, a really good, like, deep think model that just crushed all the benchmarks.
So that kinda hints that they're The Gemini Pro Gemini Pro three is pretty great. Yeah. Yeah. Yeah. They they they just released, like, a super high version of that that is apparently amazing, which hints usually, they, know, release the best one first, and then they follow on with like, distill it down to cheaper versions. So, you know, there will be, like, a really good gem of four or something in the next month, I bet, and yeah. So, I don't know. I mean, there's also it's so dynamic, right? Like, six months ago, Facebook was, like, the champion of open source, American open source. They were totally behind open models,
you know, nothing has switched faster. Right? Like, now they're they're just they totally closed down and they're they're all their direction changed. So and, you know, the the dark horse here is Apple. Right? Like, at some point, Apple's gonna get their shit together, and it's they they like, they're perfectly positioned to build, like, some amazing $5,000
AI focused, like, thing that goes on your computer or on your on your that's always what they do. Right? Or have in the past, if their DNA is still there, is they're they're always, like, the last mover. Well, that's what I think is interest like, that's probably the biggest thing holding well, I mean, there's plenty of reasons holding me back from paying $10,000 for a fucking computer. But, like, the funny thing is, like, the Mac Studio, they accidentally
stumbled into, Oh, we offer five twelve unified memory. It's like, Oh, wow, it works. They're gonna build something that's actually designed for it in the next year or two. Also, I think there's like tons of overthinking, like OpenAI hire Johnny Ive on like, what does interacting with AI agents look like in the future? Well, like, it probably looks something like an iPhone or AirPods. Like Yeah. Yeah. And like your watch. Like Apple Watch, Apple phone, Apple AirPods,
¶ Apple, hardware positioning, and agent UX form factors
that UX may still make sense. Right? You're Yeah. Mostly talking to your agents. So you're gonna need some kind of microphone. You're still gonna need to see things, and you're going to need to type things sometimes. So you're going to need a slab with a screen on it. And then you're going need some box that's cell phones at home. So on the quote unquote private side, but proprietary side, I think Apple is perfectly positioned to handle this. Oh my their phones, they make their own chips,
like their phones. I run local models on my on like the latest gen iPhone and, you know, it works, right? Like, it's still very rudimentary. But it's clearly the best hardware out there. And they've made their brand on privacy stuff. So like on that side, Apple's like perfectly positioned. Then on the other side, what's really interesting to me is I really do think Google's perfectly positioned and it's But it's more from the opposite of privacy.
But it's funny because I think a lot of people incorrectly, especially capital allocators incorrectly like a year ago, two years ago, saying, this is going to kill Google search business. But I think the big piece they missed was, and we see this with Claw, people rightfully are hesitant to put sensitive information into these things, but so many businesses already run on G Suite. Like, Google already has your calendar, has all your emails, has your documents.
People do conference calls through them. They're already you already gate. You already made that decision. Your company made that decision five years ago that you're gonna trust Google with all your sensitive shit.
If the sensitive shit's already there, it's way more likely for you to use their agent tooling than it is for you to export that data and trust someone else. Yeah. This is one of the ironies is like all the big tech integrations so far have been just absolute flops, you know, like like Microsoft Copilot,
¶ Googles advantage: data, integration, and vertical stack
Apple Intelligence, like everything here has been terrible, right? Nothing has worked and I think that's probably gonna change in the next six months. They're all gonna just take the cue from OpenClaw and just be like, okay, this is what people want and that could really change.
One of the interesting thing about OpenClaw is that you see, at least on Twitter, you see a lot of the people who are like leading it are like small business people where they have like a little agency, they have like a little thing, and they automate some of their business workflows, and so I think that's gonna Like be Marty and TFTC.
Yeah, exactly. Like that's he's a perfect example of this. It's a lot of like small business people, like sole proprietor type people who are who are paving leading the way from like a user and adoption standpoint on OpenClaw, right, and
and so I think that's that's kind of interesting, so I think that's probably gonna be the and and, you know, they'll they'll once it's in Google or Microsoft, they'll use it if these companies get their shit together. The other thing about Google that's interesting is, like, they're totally vertically integrated. Right? They have models. They have data centers. They have TPUs. They're they have their own architecture for the chips.
Right? And they also have, like, so much more data. It's like I saw something from Cloudflare where it's like their Google's crawlers see, like, 3.7 times more data on the web than, like, a unaffiliated crawler does. They just, like I I don't understand exactly how it works, but it's, they just are able to see parts of the web that other people don't because of their massive crawler infrastructure, and so they they have more of that that digital gold for this
data boom that's interesting. But, yeah, I don't know. I think, yeah, I think it's very interesting and I have no idea where it's going, but I think in the next year, it's going to be something that like fundamentally transforms many, many things. Like I was saying to Marty, I think that, you know, the next, like, couple years, we could have, like, almost like a it could feel like five the next five years, it could feel like a century happens, right? Like, we're just
¶ Acceleration ahead: productivity leaps and societal shifts
the way we live our lives could be very different in five years, and I didn't think this even, like, a year ago. I've just been really convinced in the last six months. Like, saw it first for myself with like vibe coding where I could like, I felt like me by myself became much more effective than if I had a team of 10 people two years ago, right, or 15 people. Right? So it's going to be be wild. Yeah. Mean, it's just accelerating so quickly.
Yeah. What is your what is on what is your opinion on, like the concerns over job loss?
¶ Jobs, layoffs, and disruptive labor realignment
I think it's going to be incredibly disruptive. Like, I I don't know. I don't know. I'm kind of agnostic on whether we ever get something that totally replaces us. It's just I can't reason about it. But even, you know, even if we have even if these things get better at literally everything we do, it still probably is the case that it's better if I'm piloting it. Like,
even if the AI is, like, super intelligent and better than me in every way, me working with the thing will probably still be better than the thing in itself. Like, you still can probably add something. So it's going to have to be, like, really, really way That far person doesn't get fired. It's the 10 people 20 people that work underneath him that gets fired. Yeah. So I don't know.
I do I do think that I do think that it's it's I do think that I do think that lots of people are gonna lose their jobs. I do think that there's just gonna be massive, massive layoffs and, like, at least if market forces I don't I don't think market forces are going to be able to operate during this whole time, right? Like, if market forces operate, like, 90% of people are gonna get, laid off or something, like, over the next couple years,
and, it's just gonna be incredibly disruptive. And I think I I do think there's a really good chance that we're able to like, new ways of working will grow that can lead to full employment again, but even if that happens, there's gonna be a really, really disruptive period in the middle, and I don't think governments will let this play out with market forces alone because it just, like, it will be two politicians will have a heyday with this. So that's There's kinda being one revolutions.
Yeah. The other thing is that I think that we're going to like, like, last like, since World War II, it's like we have this more and more we have like one kinda global community, more and more, right? Where it's like Right. I don't know. Like, I remember I went to Nepal like ten years ago and like, there I was at like a monastery and I went to get like a restaurant nearby and the guy wanted to play me his rap mix tapes on YouTube. I was just like,
what? You know? You know, it's like something that someone down the street would would attempt to say at my local coffee shop or so. I don't know. Right? Like, so it's we're we're we're we've all been sort of sucked into like one global culture and one global you know, we've become more and more and more similar, and the internet drove that a lot in the last like twenty years. And we're starting to see that reverse, right, where like a lot of GitHub projects,
open source projects are now not letting people be just contribute like, willy nilly, because there was a proof of work, there was proof of work attached to, like, a GitHub contribution
that could pass tests a year ago. It actually means somebody sat down and understood how things work enough to get it to work, and now that could just be someone wrote one sentence in a coding agent and Right. There's zero proof of work attached to it now, so you see, like the tip of the spear here is like big popular open source projects
¶ From global commons to gated neighborhoods: bots and slop
are starting to close down and enforce some level of web of trust and enforce some level of authentication and stuff like that and making it more relationship based, right? You're also seeing this on like Twitter, right? Like Twitter is like, there's just bots everywhere. It's slop. It's all slop. It's all like the public is kinda, in my opinion, almost like destroyed,
right? Like you're just not going to be out, and this is one of the things that's making me much more positive on Noster. I've actually noticed this. Nice.
I noticed this, like I, my heart rate goes up when I go on X now. Like it's just like, it feels like I'm in a war zone and it's exciting because it's like, this is the, I see the future happening and I can see what all of the AI people are doing and I can see all the cool things people are doing with Bitcoin and stuff, it's like, I don't know, kinda like, and I go into Nostrand, it feels like I'm in my local neighborhood park and it's like, there's my buddies and it's like it's not like a big it feels like a park and the public internet feels like a war zone to me a little bit. Well, you made fun of me. You made fun of Nostrand. You said it's Odell's artisanal group chat and that's the positive. Right? That turns out you were both right and wrong with that stuff. Well, so this trend has been happening, right? The last ten years, it's like so much of the actual internet is happening in group chats, right? Like, people have been opting out. Mean, that's like one of the legacies of wokeness, right? Like, lot of people of like the I mean, not just like the political side of wokeness, but the intolerance, right? Like not the take away all the ideology
on like what is right or wrong. There's a big element of it that was intolerance for like other viewpoints, right? And so one of the side effects there is everyone migrated to group chats. You stopped saying what you thought on Twitter like you did in 2012, right? And you started saying it in group chats. So like the public internet has been carved into neighborhoods in the last ten years with group chats, right? And I think Nostrad to me is like a step in that direction
of, I mean, it's like an embrace of that fact, right? And so that's why I'm excited about, I've become much more excited about Nostr. It's like a more local experience of the internet. It has many of the benefits of the internet, but you're not, it's going to be more resistant to just being like shredded by
bots because we have this like, you know, web of trust kinda built into it. And I'm all that also makes me more excited about stuff like, you know, Marmot, like this group chat, you know, being able to chat over Noster, stuff like that.
¶ Nostr as local internet: webs of trust and bot filters
Well, mean, specifically, to be clear here, Noster's an open protocol. So there's gonna be tons of bots and tons of slob and But all this other the cool part is because it's an open protocol, you can use it as you as you want without permission. And so I agree with Justin that we'll basically see, you know, these smaller communities pop up that are using
verifiable webs of trust. And then, the last piece that has been holding it all back in a lot of ways is, well, how is a user gonna manage webs of trust? Well, the bots will manage it. Like, that's the irony. The irony is the bots will manage your webs of trust to keep the bot swap out. Yeah. Which kind of a crude analogy, but your bot is gonna be like your Internet condom.
Like that's what it's gonna be, you know? It's like the thing to keep you safe as you navigate this, you know, increasingly dirty place, and so, yeah, I think that is going to play really well into Nostrand, you know, the ways that decentralized platforms are gonna deal with this, they're just gonna shut stuff down, right? In a month, you're gonna have to like upload ID or do a face scan to get into this one, They're all gonna do this, right? And so then
Noster's value proposition will shine further, right? It's like censorship resistant, right? Like, you can always publish, and you can always get your message out. And as
your inability to do that on the traditional platforms decreases, people might start to care, because people don't, like, the in last couple of years, if you tell people this, they don't care because they can get generally can kind of get their message out on the centralized social media. And I don't see that being the case in five years.
¶ Cancel culture contagion and shrinking public square
Yeah. It's already kind of not the case. It's already The not crazy part to me is the woke movement started the cancel culture war stuff, and now it's spread. Now it's like every ideology is just releasing lynch mobs on the Internet to fire someone that lives on the other side of the world. It's one thing if you want to fire your own kid's teacher, but it's a completely different thing if you're on social trying
to fire a teacher that lives in a different country than you. It's just a wild concept. Just, it feels like every time you log into the internet, there's another cancel culture mob trying to stop something. Yep. Which is just gonna hasten it all. There was two pieces there, right? There was job loss, and then there was basically the world getting smaller in a lot of ways. Mhmm. The job loss Yeah. Let me think about this more. Like, they're kinda related, you know, because I think like,
I've always been a fan. I always liked this idea of like having,
like, I like being in a small town, like, you know, with like 5,000 people, like understanding Try this like a small town. It's yeah, exactly. It's like it's like you can't kinda f around quite as much. There's a lot more like social trust. It's like fun to go to a coffee shop where the barista knows your name and is like some kid at the high school and like, you know, you know their parents and they or whatever, you know what I mean? Like, my parents grew up in a small town and whenever I'd visit as a kid, I always thought that was it was kinda neat how you had this like fabric of kinda social trust and relationship that I missed out growing up in a big city and living in big cities my whole life, and I think what's going to happen is, you know, over the last, like, fifty year or, you know, the whole industrial revolution has been like, you know, people leaving that to pursue prosperity in these big cities, and I think
if more people aren't able to participate in the global economy because you need to be, like, an expert at managing these AI agents, like, I think what you're gonna have is, like, a redistribution of the pop It's gonna redistribute demographically, right? Like, more people are going to leave and go back, move
to the country, right? Like, that's one of the legacies of COVID. It's like, at least The US, right? A lot of the people started leaving the cities, right? I considered it for the first time. Other people considered it for the first time, so it's kind of already started, and so I think that's kind of interesting from like a decentralization, like the population's gonna kind of decentralize,
and I think there's a lot of really positive things about that, especially if you remain, you know, you still have an internet like thing like Noster, where you can coordinate with people all over the world, but it's going to be, you know, as you have job loss, you're going to have a lot of people
leave these big cities and kinda distribute more, and I think in some sense, they'll be forced to, but in another sense, you know, you can have like maybe a little bit more of a dignified life in some ways than being a slave to the machine in the big cities.
¶ Demographic decentralization and small-town resilience
Yeah, I don't know. I mean,
¶ Lean platforms: X/Twitter staffing as canary
so I look I just looked up. Google has a 190,000 employees. Jeez. What are they doing? Most of those people are getting fired. This idea that yeah. Go on. Did you see that stat about Twitter where it was, like, their Nikita whatever was saying how, like, pre Elon, they had, like, 5,000 employees? And now at least the product team, don't think they, know, because they surely they have many lawyers. But, like, the product team is, like, 30 engineers,
two designers, a product manager, and him. So there's, like, 35 people basically running the actual product, whereas previously, was, like, 5,000. So it's probably more like a 100 if you include all the lawyers and regulatory stuff. Bit Elon chimed in there. It was a little bit confusing because there was more There's a whole x AI team that he wasn't including. And like more and more x is just a top of funnel for x AI, both on the data training and front end usage. Yeah.
I think that's kind of a canary. You monetize social via the AI stuff, which is what he's doing right now. Yeah. Yeah. I mean, Square block has, I think, 10,000 employees. It's like, what do they all do? Yeah. And you remember during COVID times, right? It was like the things that would trigger people were like the TikTok videos of random woman in management
sitting on the beach, and she's like, This is what I do all day. Don't do anything. Yeah. Those two product manager girls who are like, explaining their jobs at I'm the not thinking about that exact thing. Yeah. Those girls are hilarious. They're fine. I think they were full They're not gonna have a job, and what do they do next?
I don't like, I don't know what the path is there. Yep. And it's very much, we're very much getting gaslit by the richest man in the world, Elon, when he says Universal people that have high income is what he's telling people. This idea, it's like, I'm going to build this like super machine
¶ Universal high income: incentives and realism
that's going to like print money if you give me control over it, and you just have to trust me that I'll share it with you. It's like, that's like the value proposition of communism basically, right? So it's like, this is the thing that we've all been skeptical about AI all along, and this is Elon's like current talking point, and it's so, like, utterly stupid because, you know,
like, a middle class only forms if like a, you know, the people who are in charge depend on them, Right? So if you ever have a world where, you know, elites don't depend on a middle class for prosperity, you're not gonna have a middle class after a generation or two. Like, it'll last for a while, but that's why yeah. I mean, I I think this idea that, like, you're gonna be able to hold it up with UBI is is kind of it's probably not gonna work very well.
Yeah. I don't pretend to know, like, what happens. I just The incentives are bad. The incentives are bad there. Like, you're just not going to like, has to be there has to be some, like, reciprocal dependence for a relationship to work. And the thing that Elon is proposing has no reciprocal dependence. Right? It's, like, purely a one way thing. It's a trust me, bro. You know?
Yeah. I'm pretty, like, I'm pretty sure he knows he's lying. Unless he, like, believes that universal high income means Yeah. You'll go in a pod and you'll connect the IV to yourself and you'll live in VR and you'll have everything quote, unquote, everything you want.
Yeah. He's an interesting guy. I don't know. I think he I think he often lies and then believes it. You know? Like, that's what I think he believes what he's saying, but it's also, like, clearly a lie. Like, there's a lot you you could find all these lying rooms self. Yeah. Like, how they were managing, you know, why this yeah. Like, there's
there's all kinds of examples of him being, like, totally full of shit in the past, like, just just clearly lying. But I think he also believes it. You know? I don't know.
¶ Prepare your household: seize tools, avoid flat feet
Yeah. Well, I just think particularly if you're ahead of a household, you're listening to the show right now, you know, your family relies on you. Like, you just I don't pretend to have the answer, but you like, you gotta prepare yourself. I like their major And title is yes, a lot of them will be bad. I think a lot of them will be good too. I think with chaos comes opportunity.
And I mean, just playing around with claw for the last three weeks, it does empower individuals in a massive way to those who realize the need and seize it. But if you get caught flat footed here, your family could pay the repercussions for years, decades, in my opinion. And one one one way I think about people who are, like, your audience is, like, in some sense, it's like a class of, like, arbitragers.
Right? They're they're they're people who, like, do some kinda art, like you know, huddling Bitcoin is kind of like an ar an active arbitrage where you, like, understand something about your society, okay, this is falling apart, and I see an opportunity over there. So in some sense, like, like, if you do arbitrage, like, chaos is always good in some sense because, like, that's where opportunities happen. So there's going to be there are there are going to be many, like, opportunities here, but it's something you have to be kinda paranoid about, I think, because it is it is, like, yeah, there's just
it's I think it's going it there's gonna be aspects about this that are gonna be really rough and most people aren't gonna be prepared, but, you know, the the sort of paranoia that you build being a Bitcoin hobbler for a period of time is going to become very, very, very useful, I think. So let's talk about I agree.
Yeah. I mean, and and just even not only the mindset that Bitcoin breeds into people or that try like the type of people that get attracted to Bitcoin, but also the fact that if you've been holding Bitcoin for a little bit, you actually have financial flexibility. You have at least some level of financial independence where you can figure things out. I have normie friends that
are working class, they make a decent amount of money, but they have no savings whatsoever. Yeah. Right? Yeah. And those people obviously are gonna have a lot more difficulty. Gonna be they have a lot less margin of error in terms of how they proceed next. In in certain places, they won't have a choice. Right? And if you've been saving, you will have a choice.
¶ Marmot DMs over Nostr: agents need open messaging
I wanna talk about Marmot Yeah. Using Noster as a DM mechanism. Yeah. And so Marvin is the open protocol built by the white noise guys Yeah. Who I've had on the past on dispatch. So the freaks are relatively aware of it. I mean, I think the power of Noster Noster DMs have kind of languished for a while, high level. It's something that I've never used. They just never really worked.
No one ever really spent the time trying to fix them. There was already such huge network effects that they were battling against. Know, WhatsApp basically has every living person as a user. Yep. The birth rate is the only thing that stops WhatsApp growth. I think Telegram reports like one and a half billion users on Telegram. Signal, which is like the project that I always point to as a the ideal successful scaling,
freedom ish privacy focused tool, only has a 100,000,000 users, just is like a drop in the water compared to the big players, but still massively successful. I use signal every day for my businesses and my family and whatnot. I'm really grateful that project exists. But there I think people thought like, oh, okay, you know, NostradMs can languish, and we have these other tools.
Then you're like setting up these agents, and you're like trying to connect to these centralized big tech bullshit, and it just doesn't work.
It just hits a wall. It's like you hit this centralized proprietary wall that in a lot of ways historically has been designed to keep bots out in the first place, and you need your bot to connect to it in order to communicate with it and have a chat with it. And I think all of a sudden, it opened up a lot of people's eyes that oh, Nostrad should be perfect for this. Like I should just be able to give my bot my end hub, it should be able to message me and we should be able to initiate that
chat exchange in, two seconds. And then from that point forward, we should have secure encrypted chats without relying on a company. And I think that clicked for you too. And as a result, you started working on it. Right?
¶ Building Pika: encrypted chat and voice over Marmot
Yeah. I mean, that was my like, I've been watching OpenCode for the last like two months, but it was more like I was watching the guy like, the guy's like a world class vibe coder. Like, he taught us all what performance looks like. Had completely different workflows and used different models and everything else. That's kind of the perspective I was watching it from for the longest time. And then only like a week and a half ago did I attempt
to try it. I'm also pretty security conscious and I can tell this thing's kind of a security disaster. If you, you know, if you plug it into email and stuff like that, you just don't wanna give it access
to to everything but and, you know, I'm very good at using coding agents so I can do a lot of those things myself if I want to. Like, yeah, about, you know, ten days ago, tried it myself and I tried the I'm like, let's try the Nostr thing. Didn't work. The NIPO four extension that had been submitted was just completely broken. So, like, okay, that's frustrating. And, so I tried,
white noise and I couldn't get that to work. So I ended up just going down the rabbit hole and, and I think I like this idea of Marmot and white noise, but like you said, it's hard to to bootstrap a network effect, but with this OpenClaw, I don't have to, right? I'm gonna communicate with my bot here, and I'm not gonna have a third party. I'm not gonna have a nonprofit foundation from Signal in the loop. Just ideologically, I'm gonna go straight to the source over
channels that I can kinda control, or at least if they break, I can find another thing like Nostril Relays, right? Like it's good enough for me, and I don't have to convince Matt to download an app, right? And to me, that's kind of the thing that was really interesting. It's like, okay, so here's a good way to dog food Marmot. It doesn't have to be perfect, it just has to work for me and my bot. And and so that's when I started so I started working on this. And, you know, within a couple days, I was able to chat back and forth with my bot over Marmot, and that was kind of interesting. And and I I just kind of kept running with it. So, And yeah, over the last week, I ended up building, like, native iOS and Android apps
to to do this that are really, really nice. And, you know, I can chat with my friends now too. I got a group with a couple people in it. The MeetMe guys have been helping me. This has been really you know, the former MeetMe guys have been helping me. Paul, Anthony, and and Ben. Some other people have become interested and started using it. And some other people have had the same idea. Right? So Derek Cross, the noster,
you know, our our our greatest noster too, maybe second greatest behind you, Matt. You always have to be first in all things. He had the same idea at the exact same time. So he was, we just did a live stream today where we both kind of showed off our apps and tried to get them to talk to each other and we succeeded eventually. We had some other things like that. But yeah, so yeah, we kinda are starting to have a way of communicating with the bot over like all kind of channels that I
control or that are self sovereign, and to me, that's kind of really exciting. So yeah, made an app called Pika. I haven't like released it yet properly, but in the next week, I'll probably do so. You can find it on my GitHub if you're interested. And, and it's starting to be really good. Like, we just did an audio call, like an encrypted and an encrypted audio call before this, before this thing. Every It was wild. Yeah. 50 times a second, it sends a little,
chunk of audio that is encrypted using the Marmot keys, and so, like, we can do a group call with a group a group of people, and when we add the third this isn't possible right now, but, like, in a week, will be. So if we added a third part person, Marty, we and talked a little bit and then added Marty, like cryptographically, he wouldn't be able to decrypt what we were talking previously if he saw it, right? So we have this like amazing, built on the
encryption primitives that Jeff and the team at White Knives have been developing. We're gonna be able to extend this to many other forms of communication, And we're also gonna be able to talk to our bot over
encrypted chat. So like, I have a setup now where I can talk to my bot and I can barely understand what it's saying because it's still buggy and shitty, but I do get voice back and it's able to talk to me and, you know, give it another week or two, and this will be kind of as good as like the ChatGPT app where you can talk or, know, grok, whatever your girlfriend.
I haven't tried it, but apparently this is a thing. And yeah, there's all kinds of other, like, really exciting things there where, like, Ben, for example, was working we did a hack athon this weekend, and Ben was working on having, like, called generative UI. So basically,
¶ Generative UI and real-time media over Nostr
he's like, Hey,
what should I eat for dinner? And it gives you a poll, or like, it gives you a little menu, right? It shows a couple of recipes, and you get to choose which one, right? And it's just like on the fly generated UI, right? So it's like, think I we're gonna see a different way of interacting with like websites, right? Instead of like going to a DNS name and loading it, it could be more like you're talking to your agent and your agent just like on the fly is like sending you websites which are rendered in line or like a full screen takeover in a mobile app and you interact with it that way, right? So, that's like another kind of exciting thing we've been sort of Point and click is dying, basically. Yeah, exactly. But it Yeah, could be like
it's kinda like on demand because, like, sometimes it's nice to see a printout in a table, right?
Sometimes it's nice to have a little bit more than markdown, right, or sometimes it's nice to get, like, an animation or or a diagram or that's that's rendered in a in a prettier way, and so that's what's gonna happen, but it might just be between you and your agent, and you might have many of the benefits of, like, a a web app, but it's just you and your agent, and it's not going over the public internet. It's all in all the HTML, all the web app, just end encrypted right to your
mobile app. So, yeah, I think there's a lot of really exciting things there, and I think Marmot is gonna really take off in the next couple months, and I think that, you know, I'm starting with, like, a signal style UI, but I think the obvious next one is Discord, right? Like, Discord's dying, as we discussed, and so we have a lot of like, Huddle Mod has made a lot of progress on how to do this from, kind of like a NIP standards point of view with Flotilla
and, you know, but he's been kind of, doing it himself, and and I think that we should hop on this as well and have like something that is as good as Discord, but everything is happening over Nostrilay is we can encrypt as much as possible. We can do
encrypted voice, encrypted video calls, stuff like that. So, yeah, I'm I'm along the way, I should just mention, like, they're I'm kind of trying to make, like, a new way of doing real time features in Nostr. So it's using this thing called Media over Quick.
And, yeah, I think there's a big opportunity to do, like, real time stuff. Like, audio and video is the obvious one, but I think gaming is gonna be another big one where, like, I think we can build, like, an interesting primitives that are kinda self hostable, like, Nostra Relays or, like, you know, one one guy sets up one and he can serve a thousand people.
So you don't have to run it. You don't have to self host, but you just have to know somebody and, just like you do with Nostra Relays. And I think I think we'll be able add a lot a lot of the things that you can do in the legacy tech world really easily that you can't like, for example, I did a live stream today, I was asking, where can I upload this? Like, where is the Nostril YouTube? Doesn't exist. Right? Think these are things that we're gonna start knocking off and having
we're we're gonna reach much better parity with the features of the legacy web two point o YouTube and stuff in Noster over the next couple months. So I'm pretty excited about that. Yeah. I mean, I think when if you start playing around with these things,
it just you you hit pain point after pain point when you hit the legacy web and when you hit the proprietary walled gardens. It's it's Yeah. It's incredibly painful to the point where, like, your bot is like, okay, You have to sign in. You have to KYC yourself and then spit out an API key if you're lucky or something like that. This is the whole with difficult Nostr. With with Nostr, you're just like, spin up an NSEC, post to Nostr. Boom. Done. This is the whole difficult I mean, OpenCloud's kinda revealing this. If you try to set it up and get it to do all the things you see on, like, X, you'll notice that a lot of what you wanted Like, the hardest part is, like, signing up all these accounts, and you gotta go to Google and you gotta go to 11 and you gotta go, you gotta put like 20 API keys in and then eventually you get banned. Like I made a Gmail for my bot and got suspended, right? Like I've been suspended from a couple platforms in the last week. I haven't been suspended from a big tech platform since like COVID.
¶ APIs, bans, and why open protocols become the convenient path
And so I think that's, you know, there's gonna be far more and more of that, and so this again makes Noster shine, right? Like if we can have, you know, a bunch of different, if all you need is a cryptographically generated secret from Noster and like a Bitcoin wallet that the agent runs and more and more of these services are accessible via like Lightning payments,
it's going to be much, much easier to stand up a usable personal assistant because you don't have to go and KYC yourself with 10 different things and copy and paste these private keys all over the place. It's going to be easier, which I think will be interesting. Like Nostrad could become It'll be the more convenient path. It'll be more That's where you start to win, when it's When a whole good you become the convenient option,
that is a big deal. Like that's a really, really big deal. So that's kinda one of the things that I'm really excited about. Like, I'm starting to see how that could be the case. And I've always been kind of with nostrils like, no one's ever gonna use this. It's too hard. Right? And this may flip. Yeah. I mean, I think a perfect example is once again, like signal,
not perfect. It's centralized, but it's run by a nonprofit. It's been very user focused. You know, they've made a lot of ethical decisions that I align with. And when I was setting up my bot, the first thing I was like, okay, I want to chat over signal with it because that's what I used to handle my business and my family and everything else already. And it just makes sense.
And to try and set it up with my bot, well, first of all, had to use signal CLI, which is not supported by signal nonprofit. They actually don't like it that it exists. Yep. And then the second thing was it worked at first and then it broke. And now I'm pretty sure signals throttling the connection and stopping it from happening. Yep. And to me, that was, you know, obvious wake up call for where open protocols are significantly better, even if someone like signals doing it.
Yep. And then the other piece that clicked for me relatively recent, is, talking heads or whatever, the people having these conversations are constantly talking about agentic payments, right? As if this thing just exists in a vacuum, and it's just agents to agents talking. But where a lot of these
proprietary walled garden systems break down is it's not just agent to agent. It'll be agent to agent, but it'll also be agent to human and human to agent. And maybe you'll be telling your agent to go hire a human to go do something, and they're gonna need to communicate between you and the other human and yourself and maybe other agents. And they're gonna need to pay everybody in that loop.
That's where it starts like Anthropic or OpenAI or whatever could come out with some proprietary way for you to send stablecoins or something within their walled garden system.
And it'll just always be less convenient than if you use an actual open system to do it. Yep. No. I I I think, you know, it's like, we've been living in a world for the last, like, ten years where these big tech platforms, like, operate these commons, like a commons, kinda like Gmail, it's like kind of a commons, like, it's something that everyone can kinda get access to, provided that we don't abuse it too much, right?
And Signal's servers are kind of the same way, right? Like there's like, here's a common space that you can all access and we'll let everyone do it, and we'll eat the money, we'll eat
the cost provided you guys don't abuse it too much. And now it's like, what how do these tech platforms see, like, OpenPod? They see it as like abuse, right? It's like they're it's trashing these commons that they've been running at a loss, and now it's gonna be gonna run at more and more of a loss. So I think that's one of things that we gotta figure out is how to get people I think we're gonna move to a little bit more of a world where either you got a KYC way harder, or you have to pay a little bit for some of these services, right? Like, don't use total commons, right? Like, Nostra Relays are gonna have the same thing, right? They're gonna have to start
¶ Future gates: Bitcoin paywalls, webs of trust, or dystopian KYC
think we're we're we're gonna be moving to a world where if this takes off, you're not just gonna be able to join a public Nostra relay and have it work. On one side on one side, it will be, like, Bitcoin paywalls. Yeah. So like your bot can just automatically just pay some stats to use whatever it needs to use.
And webs of trust, which by the way, like the issue with webs of trust once again was that it's really hard for a human to comprehend and use properly, but bots I think can use it very well. So you'll have webs of trust and Bitcoin paywalls on one side, and the other side will be the most dystopian KYC you've ever seen. Like, because the
cool part about OpenCLaw, by the way, is to me, it was it's like how Elon talks about how his first generation robots need to be humanoid because he doesn't wanna retrofit factories in order to use them. Anything a human can do, his humanoid robots can presumably do. And that's why it needs to be that form factor. And it is kind of similar with OpenCLaw. The crazy thing is,
if there is no API available, you can just have it pretend it's a human and sign in with your credentials. It's incredibly insecure and you might get banned and they might try and figure out how to do it. The point is it figured out a way around the previous control structure that was trying to keep robots out. It's just gonna keep evolving like that cat and mouse. So the only way to stop it is either webs of trust with with Bitcoin payments or
just the most dystopian KYC. I don't even know what it looks like. Maybe it looks like WorldCoin on Sam Altman's other project. And it probably does. Yeah. It probably looks like national ID, you know, like ID like a passport, a digital passport, you know, like whatever they call that. There's some word for that, but, you know, I think that's I think we're headed for both. You know, we're probably gonna have both, and
it's gonna make Nostra a hell of a lot more popular. I mean, on the other side, it's terrifying, but like, this is Like, I've always struggled to see how Nostra can get adoption. Like, I'm not really a realist on some these things, and I totally see it now. And whereas a year ago, I didn't see it at all. I'm like, this is There's no way, you know, like, it's just not gonna happen. So I totally changed my mind on that.
Yeah. I'm telling you it's wild because that's like, that's me in open source AI. Yep. The exact that we came out from two different angles and now we're pretty much completely aligned, which is wild. Okay, Justin, this was awesome. I had fun. My mind just keeps racing. I feel like these
I'm glad the listeners like the last one because when I got off with Gleason, I was like, we were all over the place. Like, I just and I kinda feel that way with this one, but if they enjoyed the last one, they'll probably enjoy this one. Yeah. And I don't I don't know what to think, and it's like, you talk to me in two weeks from now, I'd probably say a bunch of different things. Like, I've never been changing my mind more rapidly,
and I think that's another thing is, like, you just gotta kinda be a little too. Right? Like, yeah. It's you know, flexibility is a good thing right now.
¶ Getting started: try OpenClaw safely and learn by play
So would you agree that if someone's listening, they listened to the last two episodes, they're like, holy shit. I gotta get my feet wet here. Would you agree that a good first step for them is to try and run Open Claw themselves? Yeah. So try to run Open Claw. I haven't actually tried the host ones like the Clawy, like the one that I've used Cali's. Yeah. I mean, try something like that. I trust that it works too. And
just don't give it access to, like, your personal Gmail. Give it its own stuff and let it let it talk to you maybe over some channel that you already use. Like, it'll know your Signal username and it'll talk to you over Signal. And just, I don't know, like, the one good heuristic is, like, anything you give to one of these third party AIs, and like use, spend some money, spend a $100, get a $100 I mean, you got a KYC, right? Like, if
you're against that, you you know, try something like PPQ. It'll be Chloe more Chloe, which is Oh, they do a 40 They have it's direct open router integration. Okay. Cool. And they only accept credit cards, which is ironic because it's Kali. But you can use you can use one of those Bitcoin credit cards. I really like two fiat, the number two with fiat, and you can just pay with a anonymous Bitcoin
funded credit card. Yeah. So just just try it and just kinda treat, any data that you give it. Like, only put stuff that you'd be fine showing up on Twitter or in the newspaper or something, you know, like, don't give it private information. Right? Like, that's kind of that's how I treat all these things. It's like, if this was all published to the it's sent to my mother, I'm fine. Or it's sent sent on you know, posted to the newspaper, I'm fine. Right? Like, that's a a useful heuristic.
By the way, that's what's cool about Marty's Marty's business, TFTC, is because it's a media company, he's able to do all of these things right now because the worst thing that happens is his newsletter formatting leaks or something. It's like not working so with sensitive shit.
Try to find something like that in your own life where it's like, hey, this is how I'm planting my garden or something, right? Or whatever, like, try to find something where it's like, doesn't matter if it all leaks and whatever,
and, you know, don't do stuff where that does matter, and, you know, get some reps in, treat it like, you know, plant your plant it's play. Like, play with it. Don't don't be too serious. Don't don't get frustrated. Like, it's not all gonna work out of the box. You're gonna have to tinker. If you don't like tinkering, then probably don't use it. Right? It's not like
everyone here probably likes tinkering to some degree if you put up with lightning wallets for all these years and stuff, you know? Like, just have that expectation and play with it, and it's like, I don't know. I I also, you know, I give these trainings to, like, people at HRF, and I one thing I recommend is, like, treat it like you're an anthropologist. Right? You're, like, studying a lost tribe or something, and that's like so it's to kinda study the AI. Like, what what doesn't it understand? What does it get hung up on? How does its memory work? Right? Like, treat it like a bit like you're an anthropologist and you're studying it, and you're not like just trying to get a a win immediately. Right?
And, you know, do that and have some patience, and in a month or two, you'll you'll you'll have a better understanding of things, I think. Yeah. Yeah. Just get your feedback. It reminds me of Bitcoin in a lot of ways. It's like you can listen to ten thousand hours of Bitcoin podcast, but if you don't actually send transactions and try to use the tools, like, you're not actually using the wallet. Anything that's going on. Yeah. The first time you use a better than a bunch of education
until you have that. You have to actually use it. Right? And I think that's one of the things your your listeners get is, like, they you know, they hear someone talk about something, and they're like, okay. Now it's time to try the ArcBall. Right? And it's like, you know, have to have a mix of the two, I think. And so, yeah, just play around with it, and I don't know. I'm I'm gonna be doing a bunch of live streaming where I try to educate people on this stuff because, like, I feel like we need to get our our ideas on how to, like, self sovereign. Like, self sovereign computer use is gonna become a big, big, big issue in society the next couple years. Right? And we've been thinking about this a lot for a long time, and we're, like, world experts in this in some sense. Right? Like, we know how to have our net worth on a computer and not get wrecked. How many people can do that? Right? Like,
if you're a listener to this podcast, you probably know how to do that,
and you're in like 0.1, you know, you're in a very, very small group of people who's figured this out. So I think we need to take our, I mean, we ought to, or to everyone else to like share what we know, and not just on Bitcoin, but just like how to achieve some level of self sovereignty and hope to get that out into the mainstream, because a lot of people are gonna be struggling with this issue in the next couple of years. So that's one thing I'm, like, my personal takeaway is like, I wanna try to
get our ideas out into the mainstream a little more. But I wanna start by doing these live streams on Oscar and try, you know, show us some vibe coding, show us some open open claw stuff. And and so, you know, tune in, maybe watch some of the recordings, stuff like that. By the way, in the short term, if you just wanna post recordings of these live streams, just you just have to upload an m p four and just post Yeah. It as it comes
That's what I've been doing for my shows. Yeah. With this now, I just upload m p three, which by the way, it's just after dealing with p huge ass video files, like uploading m p threes is so nice. Like, dealing with them is just so much easier. Fucking tiny.
¶ Agents, Cashu, and Lightning UX: bots as channel managers
I mean, freaks, just to give you a little idea of just like how much this has changed my thinking in like, just a couple weeks. For years, you've heard Cali come on the show. And we've talked about the problem of
one who will run the mints and two, how will people choose which mints to use and how you do that in a UX friendly way. I loaded up open call. One of the first things I did was I was like, install a cache while I didn't tell it where to install a cache while it from. I just said install a cache while it installed it. And guess what? It just chose which mint it wanted to use.
It just figured it out. And then all of a sudden, was using like five different mints. I was looking at bitcoinmints.com, seeing reviews for the different mints, who was running them, distributing its risk. Yeah. So a bunch of the conversations and work that has been done in this space for the last ten years is about to get outdated, but in the best way possible. It's just going to be significantly improved. And the only way you can get comfortable with it.
And just understand that it's very early days still is is to actually use it. And it will be expensive, by the way. One of the other things too is like, I've always been a little bit of a skeptic on self custodial Lightning because it's just like, it's kinda complex from a user experience point of view. It's kinda hard to manage channels and stuff.
Yeah. Like, a bot can knock that out of the park, right? Like, having a bot manage channels and manage its own budget, it's like a bot running its own having its own Lightning wallet, a self custodial Lightning wallet is trivial.
And so I think it's going to be easier to have, you know, if you count your bot as like an extension of yourself, it's going to be easier to have this than it was before. So I think in some extents, we're moving back to like all this work that like, for example, LDK and LND and all these people have been doing towards making self custodial Lightning easier. I think this is gonna be much like, we're gonna have a new UX for this. We don't have to think about your channel capacity.
You just, you know, give a budget to your bot and your bot kind of says, hey, I need a little more money every once in a while. Right? And here's what I Yeah. Spent it on. Right? So I think I think we're gonna move like, self custodial Lightning is going to get easier as well because, again, self hosting is all of a sudden much easier.
Yeah. I mean, I think a lot of us realize that it was rightfully retarded to assume that, you know, a merchant was gonna buy inbound liquidity on Lightning and manage their liquidity. And that that turned out to be correct. But fortunately, they'll just have the bot do it. They'll tell the bot, spin it up, manage liquidity.
Oh, I'm not receiving payments. Figure out what the issue is. Fix it. Make sure it doesn't happen again. Boom. In some sense You don't even know. In some sense, e cash. Like when I saw eCache the first time, I was like, the interesting thing here is you're out One interesting thing about it is you're outsourcing the
operation of a Lightning node to a third party. Right. And so that's kind of the same thing as what having your bot run a self-service to the Lightning node, but it's something you're a little bit more in control of, especially as we get to a world where, you know, you know,
yeah, I think it can be something you're a little more in control of. It might be something not, it might just run off with the money, right? Like, you know, it just might install itself on another computer and take your Bitcoin with you, right? Like, so you're not actually totally in control, but you know, it's spending money. It's probably, I think the risks are maybe, you know, comparable to eCash, maybe better.
¶ Federations run by machines? Enclaves and AI guardians
Yeah, I mean, I still think Cashew's gonna have a place in the stack. Oh, totally. I mean, that's also gonna blow up massively. Like, eCash is also gonna blow up massively because all the I mean, big on demand. Yeah. Also, the big thing, like, is no matter what, Lightning will always cost as much as a you have to have a channel open and a channel close no matter what. Yep. Yep. I mean, to your point, I we haven't actually talked about this at all.
But, you know, Justin was before he started working with HRF as AI lead over there. He was one of the cofounders of Fetamin. And how many years were spent on who will run the Fetamin's and how you make that easy to do? Yep. Now it's just like you'll have three of each of your bots will handle it. You know? Your bot talk to my bot, handle it, set up the Fetamin.
I mean Men just get a distraction. I don't know what the state of the art is here, but, know, like, the interesting thing about Mutiny became
Maple, and may the interesting thing about Maple Right. Is that you run these AI models inside what's called, like, a secure enclave. So it's like a physical environment that, like, a human can't get inside. Right? And so, like, they encrypt the messages. They only decrypt them inside of this, and so the plain text of your query when you're using Maple AI, which is like a chat, gbt type thing, is not seen by Maple the company because it's encrypted until it gets inside this box that they can't get into. And so, from an eCache point of view,
you know, there's been some discussions about this, but it will be very interesting if you have, like, let's say you have a FettyMint with four guardians. Each guardian is like a different open source LLM that you can verifiably see, you know, what LLM is being run, what the system prompt is, what software is inside to actually, you know, run the mints, and, you know, what messages can come in and out. And it's just like, okay, the four guardians are different open source LLMs,
and that's what the federation is. You know, it's just like an autonomous thing running in a way that humans can't interfere with it, and if they are, you can see it, because like all of a sudden, the message will be posted that new code is running inside the LLM, and we don't know what it is inside the enclave. I don't know if this is feasible or not, but I think that could be very interesting. Like, could have things like federations that are run purely by machines.
I'm so glad Maple exists, by the way. Like that is Yeah. I mean, talk about an ideal trade off balance. Right? You get the benefits of hosted models without the privacy compromises. Yeah. So hopefully that becomes more commonplace. We'll see how that all plays out. Yeah, I mean, think it's not an accident. I mean, at HRF, we've been looking for like more mainstream companies building something like this, we haven't found someone that's doing a better job than Maple, right? So I think,
¶ Maple, Vora, and bringing self-sovereign AI to mainstream
what I hope is we see more of this stuff break into the mainstream AI world that originates from our people. Right? Like, Vora Yeah. You can see Apple release a product like that relatively. Yeah. Like, Vora's another one. That's Jesse Posner and Eric Kason, who started building hardware to, like, kind of, like, a Start Nine, and now they're considering doing more, AI focused. And so they take a lot of the ideas, you know, like Jesse was one of the designers of the, what's the
blocks hardware wallet? The little thing that looks like a ROM. Bit Bitkey. Key. Yeah. He's one of the designers of that, like, the the cryptography for that. So he's kinda taking the same thinking there and thinking about, okay. How can you have a self sovereign, secure,
OpenClaw type experience where the current risks, like this prompt injection we talked about earlier, are no longer an issue. Right? So, and this is one of the things I hope is like more of our kind of paranoia and self sovereign point of view starts leaking into the mainstream. And I don't think it's an accident that all of Silicon Valley doesn't have something better than maple at the moment. Right? Yeah. I mean, I didn't realize Jesse was at Block. He was also a former Coinbase. Right? Mhmm.
¶ Security kudos and caveats; Coinbase and cold storage
So he went Coinbase Block, and now he launched his own thing. Yep. Fascinating. Yeah. I think he was like a key part of like how Coinbase handles their cold storage internally, which by the way, fuck Coinbase, but props where props are due. It is amazing that they've existed for thirteen years now and haven't lost customer funds yet. They might seize your account, they might take your money, but they haven't gotten hacked at scale. But their security team knows what they're doing. Yeah.
I mean, but they did fuck unless it's customer information and then they give it to an Indian that networks and customer service, and then your home address just gets fucking leaked to a bunch of most of the actors. So I'm not giving them too much props, but the cold storage part, they somehow did well. Now they hold a shit ton of Bitcoin too much. Anyway, Justin, this was
this was a fantastic rap. I tried to wrap it, like, fifteen minutes ago. Do you have any final thoughts for the audience before we wrap? No. I mean, I'm gonna do so my I think one of the things about this AI is, like, you gotta figure out, like, what, you know, like, what what kinda unique thing do you, you know, like, bring to the world? Like, I mean, for me personally, it's a bit of a you know, it's like, I was a programmer for a long time, co coder, and I'm not I can't anymore. That profe like, literally the thing I used to do to make money is gone now. Like, it's not
¶ Justins education plan and upcoming streams
not like people are still doing it, but it's dying.
And so I've had to do some introspection. I'm like, okay, well, what else do I kind of bring to the table more on like the human side? And it's like one of the things I've always been really good at is teaching, right? Like BitDev, it's big meetup I ran for a long time. And then, you know, I used to run this Bitcoin programming class. And so that's that's kinda through my introspection, I'm like, okay, that's something I'm I'm I can bring to the table,
and, you know, how could I imply it in the world we're going? Maybe I can try to represent some of the ideas that I've learned from Matt and from you guys, you know, out into the mainstream AI space, and, you know, teach you guys about AI as well. So that's kind of the thing I'm gonna try to do, and I'm just starting out. I have no idea what I'm doing, but I've been doing these little Nostra livestreams. Think they're kind of fun, and I'm gonna try to get better and better at it. So that's one thing to watch out for is, you know, I'm gonna really try my best to kind of fall in Matt's footsteps here and help educate. I'm gonna do it a little bit more from kind
of a technical, AI point of view, and I think some of you guys would like it. If you tune in and it's shitty, tune in again in a couple weeks and it might be better.
So, yeah, that's just I'd say keep keep an eye out for that, and, you know, I wanna make it really interactive. Like, I wanna do stuff where, like, I'm live streaming and you guys can zap me to get on the stage. Right? Or, like, you can ask a question and just, like, hop right in. I'd like to have it where, like, I could give you a cursor on my computer. Like, make it extremely interactive.
And, you know, a lot of you are in my world of so I would trust you. That's like, oh, this is like a second order thing on on on Noster NPUBS. Like, I'll let I'll just let them in. Right? So that's kinda what I'm gonna try to do and, yeah, please check it out and give me feedback. That's awesome. You can find Justin at prom.net/justinmoon, and I will link to it in the show notes. Awesome. Thanks for having me. Appreciate you. Wild times freaks.
Thanks for joining. Share with your friends and family. All relatively relevant links are still dispatch.com. Sorry. I'm a little bit sluggish today and tired. My mind is racing. Hope you guys enjoyed it. As I said, next week, we're going back to Bitcoin. I have Leah joining who's the co founder of Vexel. She's just a fascinating individual that I had a pleasure meeting in January. So we're gonna talk about no KYC, P2P exchange.
And there'll be some AI pieces because I think the agents are gonna wanna be able to exchange Bitcoin for fiat as well. So I'll should be interesting to hear your thoughts on that. But, Justin, this was great. Thank you for joining us. Yeah. Let's do it again sometime. Love it. Stay humble Stacks Sats. Peace.
