Join us as we explore the latest developments in Artificial intelligence, Blockchain, Computing infrastructure, and Data. In this episode, we discuss Amazon's $230 million investment in generative AI startups and Apple's strategic partnership with OpenAI, bringing ChatGPT capabilities to its millions of iOS users. We also cover topics including SEC Chair Gary Gensler's recent comments about ether ETFs, Fidelity International's tokenization of money market fund shares using JPMorgan's blockchain,...
Jun 14, 2024•41 min
Join us for this week’s ABCD roundup, where we examine recent technological developments across the private and public markets. In this episode, we discuss BTC’s price movement towards its prior all-time high and Robinhood’s acquisition of crypto exchange Bitstamp. We also cover Quantinuum's breakthrough 56-qubit quantum computer. Our Chart of the Week shows Nvidia surpassing Apple to join the $3 trillion club, now trailing just behind Microsoft. Remember to Stay Current! To learn more, visit us...
Jun 07, 2024•50 min
Join us as we discuss the latest and most impactful news in AI, blockchain technology, computing infrastructure and data across public and private markets. In this ABCD Roundup, we explore Elon Musk's bold move with xAI, securing $6 billion to rival OpenAI, and analyze the EU's new office enforcing the landmark AI Act. We also discuss the impressive recovery of $2.18 billion in digital assets for Gemini Earn users, and the growing interest in cryptocurrencies among American voters ahead of the 2...
May 31, 2024•56 min
In this roundup, we share breaking news on the initial approval for Spot Ethereum ETF applications and discuss the newly passed U.S. House crypto regulation bill, which will now face the Senate. We also delve into Nvidia's record-breaking quarter, increasing its revenue 3-fold. Join us for an insightful analysis of these cutting-edge developments and Remember to Stay Current! Chart of the Week : VC Funding into Global Crypto Startups and US Mega Round Funding. Excerpted from Inside VC (May 22) T...
May 24, 2024•45 min
In this episode of ABCD Roundup, we explore the latest Gen AI launches: Open AI’s Chat GPT-4o and Gemini 1.5 Flash. In blockchain news, we examine the latest BTC price signals, ETF inflows and 13F filings. We also discuss recent news about TikTok. Chart of the Week: Can Equities Pass the Baton from Valuations to Earnings ? Tune in and remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up f...
May 17, 2024•50 min
Explore the latest developments in Artificial Intelligence, Blockchain, Computing Infrastructure and Data in this week’s ABCD Roundup. In this episode, we discuss Mistral AI's ambitious funding round that is poised to reach a $6 billion valuation, regulatory scrutiny looming over Robinhood's crypto token listings, forecasts predicting a tripling of U.S. semiconductor manufacturing by 2032, and more. Tune in and remember to Stay Current! To learn more, visit us on the web at https://www.morgancre...
May 10, 2024•44 min
In this episode, Tony shares his journey from growing up in Guyana to immersing himself in the technology scene of New York, leading to his fascination with crypto and Blockchain, and eventually founding his podcast in 2016. Reflecting on the changing landscape of the industry, Tony discusses the increased mainstream acceptance of cryptocurrency and the evolving strategies that are driving awareness and education. The conversation delves into insights from his book (Re)Thinking Crypto , covering...
May 06, 2024•53 min
Today we discuss Bitcoin’s post halving dip and Anthropic's competitor to ChatGPT, Claude. Further, we dive into Microsoft's $1.7 billion investment in Indonesia's AI and cloud infrastructure. We also discuss Coinbase's integration of the Lightning Network for faster payment rails, and the potential for US stablecoin legislation. In addition, we chat about Texas Instruments' revenue forecasts, Samsung’s operating profit performance and Intel’s launch of the largest-ever AI neuromorphic computer'...
May 03, 2024•48 min
In this episode, we delve into the latest headlines shaping the realms of artificial intelligence, blockchain, and computing infrastructure. We explore Meta's release of its Llama 3 AI model, Rubrik’s IPO and Perplexity’s recent fundraising. Further, we analyze whether M&A activity is rebounding with NVIDIA’s latest acquisition of Run.AI. Last, we discuss Bitcoin in the chart of the week and what it may signal for the coming post halving cycle. Join us as we navigate through the intersection...
Apr 26, 2024•41 min
Join us in a discussion with Adam Back, a trailblazer in the world of cryptography and the evolution of blockchain technology. In this episode of Digital Currents, Adam delves into his early days of creating Hashcash, his interaction with Bitcoin's mysterious founder(s), under the pseudonym of Satoshi Nakamoto, and the inception of his brainchild, Blockstream. We explore the transformation of Hashcash from an anti-spam tool to a key aspect of cryptocurrency mining and discuss the future of Bitco...
Apr 24, 2024•1 hr 18 min
In this week's roundup, we are hours away from the Bitcoin having, and Mark and Xavier discuss whether “this time is different” relative to prior Bitcoin having events. They speak about the impact of reaching Bitcoin’s all-time high ahead of its halving cycle, inflation, global ETF approvals in the US and Hong Kong, geopolitical events and even Google search results all coinciding with one of the most anticipated halvings since Bitcoin’s inception. They also comment on the latest Microsoft AI ge...
Apr 19, 2024•51 min
In the latest version of Digital Currents, Mark, Xavier and Sachin take a closer look at how this weekend's bitcoin halving may affect the digital asset ecosystem. From the Miners to the Trad-Fi giants, HODLers and Traders, this halving has many wondering where the next four-year cycle will take us. Join the MCD team as they discuss topics such as how this event could influence other blockchains, the impact of the BTC ETFs, and the inscription layers budding on the bitcoin blockchain. Remember t...
Apr 19, 2024•1 hr 12 min
Dive into Digital Currents’ ABCD roundup, covering the developments that are shaping the landscape of technology and innovation. In this episode we explore the strategic partnership between the US and Japan in AI research and Google's new Axion processor. Plus, our central themes of the episode are centered around Bitcoin's 2024 halving, the economic intricacies of lower miner rewards, supply-side changes, and shifts in market-dynamics. This week’s chart is the March US Report of the Consumer Pr...
Apr 12, 2024•50 min
Digital Currents hosts, Mark and Xavier, connect with Dan Heyman, Chief Strategy Officer at Candy Digital and a veteran in the blockchain industry. Dan shares insights into his journey from co-founding PegaSys to his current roles at Candy Digital and Board Member of Enterprise Ethereum Alliance. With a rich background in developing enterprise-grade blockchain protocols and a deep understanding of Ethereum, Dan discusses the significance of NFTs, the transition to Ethereum 2.0, and the implicati...
Apr 05, 2024•52 min
Join Mark and Xavier for this week’s ABCDs Roundup, as they delve into the latest news topics in Artificial Intelligence (AI), Blockchain, Chips and Data. Listen to the discussion of bitcoin and the potential impact of the halving, Microsoft and Adobe teaming up in AI, and BlackRock's collaboration with Securitize for real-world asset tokenization. Further, the “chip wars” continue as China moves to phase out foreign tech giants. Plus, do not miss the chart of the week: Is the U.S. IPO Market Co...
Mar 29, 2024•40 min
In this episode, our hosts Mark and Xavier unravel the visionary journey of Aaron Bumgarner, a seasoned entrepreneur and Founder & CEO of Outsyde, a trailblazing venture integrating conservation with blockchain and digital assets. With a mission to redefine land preservation, Outsyde combines forest management and blockchain to seek to maximize environmental and financial value. Listen as Aaron discusses the pitfalls of traditional carbon credits and the need to leverage NFTs to protect vita...
Mar 22, 2024•50 min
Welcome to ABCD News Roundup, your source for the latest in tech and innovation. Hosts Mark and Xavier cover a range of topics, starting with Bitcoin's resurgence and the chart of the week, The Surprising After-Hours Price action of BTC. The hosts also examine the groundbreaking AI Act passed by European lawmakers, setting new standards for AI regulation. They continue the conversation about the sovereign nation chip battle, highlighting the UK's participation in the European Union's Chips Joint...
Mar 15, 2024•33 min
In this episode, Mark and Xavier discuss the latest news topics in Artificial Intelligence (AI), Blockchain, Chips and Big Data (ABCD). Listen as they explore the resurgence of Clippy, Microsoft's infamous animated paper clip assistant from the '90s, and Databricks opting for self-reporting. Additionally, the duo discusses the upcoming Dencun upgrade in the Ethereum ecosystem and Bitcoin approaching a new record high. Further, learn of the complexities of licensing AI chips tailored for China am...
Mar 08, 2024•38 min
In this episode, Mark and Xavier discuss the latest news topics in Artificial Intelligence (AI), Blockchain, Chips and Big Data (ABCD). Listen as they talk about Silicon Valley's AI and Robotics developments, Gemini’s good news, Bitcoin ETFs’ record assets, and India’s $15 billion investment in chips. They also respond to a question on how to take practical action on tech news and insights. And as a bonus feature, the “chart of the week” details the rise of the Magnificent 7. To learn more, visi...
Mar 01, 2024•1 hr 5 min
In this new series Mark and Xavier discuss the latest news topics in Artificial Intelligence, Blockchain, Chips and Big Data (ABCD). Listen as they discuss the latest AI developments, Coinbase and NVidia earnings, Blockchain ETF approval, Intel's chip investment and more. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/ . To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com...
Feb 23, 2024•59 min
n this podcast, Morgan Creek Digital’s General Partners, Mark Yusko and Xavier Segura, connect with Hunter Horsley, CEO of Bitwise Investments (Bitwise). The hosts discuss the fascinating diffusion of innovation and rate of adoption of blockchain technology, moving from early adopters to mass adoption. The conversation emphasizes the significance of Bitcoin and explores the parallels with gold's characteristics as a monetary asset. Further, Hunter shares the story of Bitwise, a cryptocurrency in...
Feb 14, 2024•1 hr 4 min
In this special episode, we share an audio copy of our “ Why Big Data is Described as the New Oil ” webinar presented by Morgan Creek Digital General Partners Xavier Segura and Sachin Jaitly. Data, much like oil, is a raw resource that must be extracted, refined, and utilized to reach its full potential. Similarly, artificial intelligence, analyses and insights are used in the refining process of structured and unstructured volumes of data. As oil drove the industrial revolution, we believe data...
Jan 12, 2024•54 min
Embark on an illuminating year-end odyssey with "Digital Insights 2023," an episode unraveling the technological tapestry that defined the year. Explore the multifaceted dimensions of the ever-evolving digital landscape. Join our hosts, Xavier Segura and Mark Yusko, as they reflect on the success of NVIDIA, unexpected journeys of tech stocks, and the profound impact of AI in 2023. From the ChatGPT phenomenon to Microsoft's ambitious endeavors, they seek to separate hype from reality and gain val...
Dec 22, 2023•36 min
In this podcast episode, Mark Yusko, Sachin Jaitly, and Xavier Segura explore the pivotal role of computing infrastructure, particularly chips, in today's digital age. They shed light on the dynamic intersection of computing power, software innovation, and the ever-evolving landscape of chip design and production, recognizing the evolution of semiconductors from the early days of single transistors to the current designs with billions of transistors. The hosts also discuss critical players in th...
Oct 18, 2023•50 min
In this podcast, Mark Yusko and Frank Tanner from Morgan Creek’s Venture team connect with Tim Draper, a prominent venture capitalist, who shares his career journey and insights. Draper delves into his early passion for entrepreneurship and the inception of his venture capital firm. Further, he discusses the venture capital landscape in the 1980s, his investment strategies, and successes investing in emerging technology, like his early investments in Parametric Technology (computer software) and...
Sep 29, 2023•1 hr 6 min
In this special episode, we share an audio copy of our “AI Fifty Year Overnight Success Story” webinar presented by Morgan Creek Digital (MCD) General Partners Xavier Segura and Mark Yusko. Join the two as they conduct a deep dive into AI’s history, current state in the market, use cases and answer the questions listeners may be too bashful to ask. While the AI buzz has only recently peaked in the mainstream, MCD demonstrates just how long the technology has been around and its various states of...
Aug 30, 2023•1 hr 7 min
In this podcast episode, Hosts Xavier Segura and Mark Yusko interview Scott Stornetta, Chief Scientist at Yugen Partners and a Venture Partner at Morgan Creek Digital. Scott discusses his role in the development of blockchain technology, drawing from his experiences at PARC and Bell research labs and his expertise in cryptography. The episode encapsulates themes of privacies versus liberties, trust versus verification, and futuristic innovation versus timely product-market fit. Explore the chall...
Aug 10, 2023•1 hr 7 min
This podcast highlights the rapid pace of change in the digital age and the potential for value creation despite a decline in overall tech investment. Tech investments are typically cyclical, and innovation potential can be heightened during periods of economic dislocation. Hosts Xavier Segura and Mark Yusko discuss Morgan Creek Digital’s journey including investment strategies and opportunities within a dynamic landscape. In honor of the fourth of July holiday, they devote some time to thinking...
Jun 30, 2023•59 min
In this episode of Digital Currents, we have a special guest, Alon Webman, CEO and Co-founder of Chain Reaction, a Morgan Creek Digital portfolio company, as well as an expert in high-performance computing, cloud and data centers, and semiconductors. Alon shares his experiences as a founder of leading interconnected solutions for data centers and as a technical operator of future-forward computing infrastructure. We delve into the link between disruptive blockchain technology and high-performanc...
Jun 28, 2023•1 hr 5 min
Xavier Segura, General Partner of Morgan Creek Digital, connects with Mark Yusko, Managing Partner of Morgan Creek Digital. The pair discuss why Q1 of 2023 had been a volatile period for capital markets and asset prices, as the Federal Reserve’s 13-month rate hike cycle contributed to stresses in the banking system. Nevertheless, Segura and Yusko explore how private markets have remained resilient and disciplined, particularly investors in emerging technology and fintech sectors. In the midst of...
Apr 28, 2023•24 min
