Scariest video I've watched this week
America's next generation actively booing the most transformative technology our species has ever seen
In China grandmas line up to get OpenClaw installed
In America, supposedly our most educated people BOO even the mention of AI
The west simply does not stand a chance if this continues
We have a massive AI marketing problem in this country and nobody is doing anything to fix it
Tomorrow Meta will announce 8,000 layoffs. They will blame it completely on AI
They won't blame it on their irresponsible hiring in 2021 or extended elevated rates or horrible market conditions or bad inflation
No, in order to not tank their stock, they'll blame it on AI
College students will read that and learn to HATE the technology
They'll protest outside datacenters holding ridiculous signs that say "SAVE OUR WATER NO MORE DATACENTERS"
Politicians will see this and run on blocking data centers just to get a few votes
All of it will be a cycle that leads to America losing to China
This should be a warning sign to all frontier labs and CEOs: messaging matters. And if your messaging doesn't change the West is cooked
Sat down with @coffeebreak_YT today on Bitcoin and Digital Credit.
His edit will drop soon. Posting the full raw hour for anyone who wants the unfiltered version.
Enjoy
Something strange is happening in tech.
CTOs of billion dollar companies are quitting to take IC roles at Anthropic.
Workday CTO -> MTS (Mar 2026)
You[.]com CTO -> MTS (Mar 2026)
Instagram CTO -> MTS (Jan 2026)
Box CTO -> MTS (Dec 2025)
Super[.]com CTO -> MTS (July 2025)
Adept AI CTO -> MTS (Jan 2025)
The mission is that real.
The largest Ethereum layer 2, which has also been regularly praised by Vitalik as being the most decentralized L2, just froze $100m worth of ETH that was hacked by criminals.
Are you finally starting to realize the bitcoin maxis were right?
While everyone is focused on CLARITY, I can confidently say that the Bitcoin Policy discussion in DC is changing quickly.
In the past few weeks we’ve had multiple discussions with members of Congress laser focused on the strategic implications of winning the bitcoin race as a matter of national security.
They think we're stupid.
The @WhiteHouse said Iran’s nuclear facilities were "obliterated" in June 2025. Now we're escalating again? Why? And we're expected to finance this spending via inflation?
Fiat is perpetual war, debt, and inflation.
Opt out. Sell bonds. Buy bitcoin.
I finally get Jensen.
1) he sees the model companies as
replaceable, if one dies, another one springs up, and especially as Chinese talent flows from US AI labs to China and back.
2) He sees Nvidia as currently irreplaceable BUT given market access Huawei will catch up
3) Export controls on Nvidia sets it up to lose eventually as Huawei uses its dominance in the second largest market to fund R&D
4) He sees the only place China has a commanding advantage is energy, which is why he’s pushing so hard for US energy expansion.
Looked at this way, providing China access to Nvidia chips lets them instantly catch up on models, but slows down their development on chips.
At that point it becomes a race to expand energy production as quickly as possible, while the US can maintain its upper hand in chips.
Conversely, the Dwarkesh view is that America has already lost or will lose on energy production. Dwarkesh also believes that the models are essentially commodities (which is why export controls on chips are the pressure point). Dwarkesh also believes that allowing China the ability to build and run current generation models
on Nvidia hardware may allow them to increase their speed of chip development to beat Nvidia.
Jensen believes Nvidia will also use the same tools or better ones to improve itself so he can stay ahead.
Essentially US AI dominance, in Jensen’s view is built on Nvidia’s chip dominance, not the AI model company innovations alone. Export controls give away that dominance.
Many intellectual people, who’s content I appreciate a lot, have an opinion on Bitcoin that shows they have no clue what they’re talking about.
You have strong opinions about a topic you CLEARLY don’t understand…
What does that say about your actual intellectual capabilities?
"Where are the servers of Bitcoin located?” - Prof Jiang
That single question from Jiang shows the misunderstanding immediately.
Bitcoin does not run on one company’s servers,
Bitcoin runs on a distributed network of nodes spread across the world, which is exactly why it is hard to censor, shut down, or control, plus the mining system on top of it to protect it with energy.
When someone frames Bitcoin like a centralized system, they are not critiquing Bitcoin as it is.
They are critiquing a version of Bitcoin that exists only in their own confusion.
Bitcoin is ultimately an IQ test and this "Professor" has failed.
1) It doesn't matter who created it. It is decentralised and controlled by no single entity. That's kind of the whole point.
2) As for "where are the blockchain servers?" They're everywhere. Tens of thousands of nodes running across the globe. No single point of failure. No off switch.
It's been 17 years and they still fail to understand the basics.
It's okay to say "I don't know" sometimes, you know.
I've already watched this clip 18 times.
And I assure you I'm not the only one. A ton of money managers, tradfi, and older generations deeply respect this guy.
Ray Dalio was right; there's a change in world order.
But it ain't China, it's Bitcoin.
"Is Bitcoin actually competing to be the future world reserve currency?"
Yes.
When you need money that nobody can debase, that is free to hold and receive, that is cheap to transfer, that is censorship-resistant, and that even enemies can settle in... there is no second best.