75 episodes
Kimi K3 and the Open-Weight Race, AI Treasure Hunting, Bitcoin Falls Further Behind Gold
2026/07/17 | 1h 26 mins.0:00 Making music with AI and the limits of today’s models
3:21 - Latent spaces & the future of creativity
8:04 - Will AI surpass human curiosity?
12:54 - Using AI to rediscover the ancient past
18:23 - How AI is transforming real-world treasure hunting
33:09 - Using Buzz and agents to solve unsolved mysteries
42:32 - Project Loupe’s early success and who should it scan next?
48:07 - Which projects deserve Loupe's audits?
1:08:20 - What Stripe could gain by acquiring PayPal
1:09:56 - Bitcoin’s worsening performance against gold
1:15:51 - Kimi K3, the open-weight AI race, and what it means for frontier AI labs- 0:00 - World Cup fallout and opening banter
5:23 - Goose Development Kit (GDK) week at Presidio Bitcoin
9:29 - Why Spiral is expanding into AI & how it helps bitcoin
19:01 - GDK’s near-term roadmap and Mesh LLM
25:52 - Combining open and frontier AI models
33:20 - Preventing data leaks between AI models
38:02 - Anthropic's possible window into how AI models think
42:24 - How Goose connects apps, agents, and models
47:36 - Subscription pricing versus open agent ecosystems
54:37 - Can bitcoin support a global naming system? (the data-availability challenge)
1:03:10 - Who decides which bitcoin name is valid?
1:11:48 - Merkle batching and the hidden-name problem
1:21:00 - Can auctions work if the data stays hidden?
1:29:00 - Applying bitcoin’s peer-to-peer model to names
1:32:53 - Should bitcoin names use its own blockchain?
SHOW NOTES:
Goose: https://goose-docs.ai/
Spiral: https://spiral.xyz/
Spiral x AI announcement substack: https://spiralxyz.substack.com/p/spiral-x-goose-the-best-is-yet-to
Presidio Bitcoin GDK event recording: https://www.youtube.com/watch?v=m7NGzb8m0nk - 0:00 Summer camp. Teaching DK what the World Cup is. Steve visits the PBJ Remote studio.
13:52 What is Goose & the alpha of what's to come with open source AI
20:40 The kinds of things Goose Development Kit enables
33:10 Come and meet the Goose team at PB next Wednesday!
39:26 DK's experience using Buzz as a great example of the ACP standard and using Nostr
54:22 Steve's take on how Buzz changes open source software development
1:04:46 Max's Claude pilling moment, and it becoming more paternalistic over time
1:10:05 Compute constraints causing strange market dynamics
1:13:03 OUSD Stablecoin and its effects on Circle, Tether, and the broader market
1:27:58 Quick comment on Strategy, MSTR & STRC, and its long-term outlook
SHOW NOTES
Join us on Jamchat.fun Announcing PB's Open Source AI Summit, Bitcoin Forks, Running Local AI Recap
2026/06/19 | 1h 34 mins.0:00 World Cup chatter, DK searching for sports on Google, Good times on Jamchat.Fun
6:05 Recap of the Local AI Builder last night here at Presidio Bitcoin. Tom's local AI setup and how he's using it.
15:05 A watershed moment when Fable received export control from the US government
20:12 Is this like the Satoshi moment for banking in 2008 for AI in 2026?
28:23 Presidio Bitcoin's Open Source AI Summit this September!
36:25 Do you still have a business if everything is built on an AI platform? What's the moat?
40:25 Takes on SpaceX as an AI company post-Cursor buy. Launch is still unique.
47:12 Elon says regulation is the hurdle to getting more solar on Earth, which is why he's going to space
50:56 Bitcoin Forks, working on Bitcoin Core, and how updates happen
1:06:22 What is the timeline for these activities?
1:12:20 Touching on Drive Chain, Quantum, BIP 110, & BIP 361
1:18:42 What is the Paul Sztorc eCash hard fork? First one in 9 years?
1:23:53 Illinois signed into law a transfer tax for digital asset moves like Bitcoin
1:28:15 US Sovereign Wealth Fund buying, or taking, AI company equity as they did with Intel?
SHOW NOTES:
https://opensourceaisummit.org/
https://tomtunguz.com/- 0:00 We keep getting requests to talk about basketball. What about the World Cup?
7:40 The future of livestreaming is https://jamchat.fun/
15:30 Unveiling Buzz, an open source project, for AI native communications built on Nostr
25:26 Bitcoin is open source money, Nostr is open source identity
31:13 To summarize, Buzz brings together agents to collaborate; multiplayer & multiagent workflows
36:11 Extending Buzz functionality with a Lexe wallet integration for bitcoin payments
40:30 What is the future of the corporate structure with autonomous agents and AI personhood?
53:29 Anthropic's Fable 5 drama, what is going on?
1:00:25 What is the best approach for AI deployment?
1:07:34 We're most excited about really good open models & layers coming to the market
1:09:52 Bark launches on mainnet as a bitcoin layer 2, and comparing it to Lightning
1:21:44 Will interoperable decentralized money matter more to agents than humans?
1:26:55 Feedback from last show, Surge uses USDC on Base, and what is the Ethereum vs. Base value proposition?
SHOW NOTES:
Max's Article on Nostr Identity
https://www.hivemind.vc/identity
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About Presidio Bitcoin Jam
PBJ is a weekly live show recorded at Presidio Bitcoin where 3 friends gather to make sense of bitcoin’s latest topics, from distilling technical concepts to discussing new ways to use bitcoin to determining its impact on the financial system. Join David King, Steve Lee, and Max Webster, longtime bitcoiners with deep roots in Silicon Valley, as they swap knowledge, challenge assumptions, and joust about the big questions of the day, bridging the gap between big tech and bitcoin. presidiobitcoin.substack.com
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