Summary
The episode covers on-prem AI hardware for regulated industries (Go Abacus), decentralized identity verification on BitTensor (Yanez), and recent tech layoffs at Cloudflare, Coinbase, and Block. Jason Calacanis highlights Block's AI-driven earnings beat as a validation of AI efficiency, and discusses investment opportunities in BitTensor's TAO token. The show ends with a debate on federalism and AI regulation.
- David Moscatelli presents Go Abacus, an on-prem AI hardware appliance for regulated industries with 1,600 pre-orders.
- Jose Caldera introduces Yanez, a BitTensor subnet (54) for decentralized identity and proof-of-human verification.
- Cloudflare and Coinbase announce significant layoffs as part of AI-driven restructuring.
- Block reports a strong earnings beat after cutting 40% of staff and achieving 100% AI tool adoption.
- Jason Calacanis is bullish on BitTensor (TAO) as a small-cap crypto opportunity with 128 competing subnets.
- Jason avoids Anthropic at its current $900B valuation, expecting cheaper entry post-IPO.
- The hosts discuss the rise of AI-first startups and the shift toward smaller, independent contractor-led teams.
- A debate on federalism vs. federal AI regulation closes the show, with Jason advocating for state-level control.