Bare Knuckles and Brass Tacks

BKBT Productions

Bare Knuckles and Brass Tacks is the tech podcast about humans. Hosted by George K and George A, this podcast examines AI, infrastructure, technology adoption, and the broader implications of tech developments through both guest interviews and news commentary.Our guests bring honest perspectives on what's working, what's broken, and new ways to examine the roles and impacts of technology in our lives. We challenge conventional tech industry narratives and dig into real-world consequences over hype. Whether you're deeply technical or just trying to understand how technology shapes society, this show will make you think critically about where we're headed and who's getting left behind.

  1. Deep learning vs Intuition: AI models for VC investing [Replay]

    vor 6 Tagen

    Deep learning vs Intuition: AI models for VC investing [Replay]

    This past week George K and A were off for the holidays. We revisit an episode from earlier this season.  What if the best investment decision is one where no human is involved? Brant Meyer, partner at Trac VC joins the show this week to talk about the firm’s approach, where algorithms — not partners in puffer vests — make every single call. Over 115 investments to date with zero human investment decisions. An 8.5% loss ratio, orders of magnitude less than traditional VC, would seem to suggest they’re on to something. George K. and George A. wanted to know, if machines make the decision, what exactly is Brant’s job? But the more interesting conversation isn't about the wins. It's about what the model forces you to confront. We assume removing the human removes the bias — but Trac's algorithms are trained on data with its own biases. Then there's the psychological dimension. Brant makes the case that most resistance to algorithmic investing is emotional rather than rational. VCs resist algorithms because the discretionary call is the whole point. The juice, as he puts it, is the feeling of knowing. Strip that away and you're threatening an identity. Which raises the question George K. and George A. keep circling: how did venture capitalists acquire oracular status in the first place? The hit rate doesn't justify it. The pattern recognition, Brant argues, was never really theirs to claim. And yet , no founder wants to take money from a robot. The relationship still matters. The question is just whether we've been confusing that relationship with the thing it was never actually doing. Mentioned: Trac VC’s video

    47 Min.
  2. Token math, YOLO business strategies, and the true cost of your attention

    29. Juni

    Token math, YOLO business strategies, and the true cost of your attention

    When companies mandate AI adoption without a use case, without a strategy, and without a business outcome in mind, they don't get transformation. They get jazz hands and nightmare token bills. This month's System Update pulls apart what's actually happening beneath the headlines: Oracle's 21,000 layoffs attributed to "AI adoption," Amazon arming junior developers to replace senior engineers, and enterprises burning through AI budgets they cannot predict or control. The deeper argument George K. and George A. make is harder to dismiss than the headlines. You cannot drive deterministic business outcomes with probabilistic means of production. The CEOs and CTOs who greenlit LLM adoption at scale are now facing a math problem that no earnings call language can paper over. The free water is now a metered utility. Will the bill ever be worth paying? The episode also turns to labor theater and what we’re giving our attention to: what we lose when institutions optimize for engagement over depth, and what it costs when an entire generation learns to consume rather than think. Mentioned: NYT on Schneider Electric’s AI adoption without layoffs Amazon tokenmaxxing mandate goes sideways Oracle sheds 13% of its workforce amid so-called AI adoption Amazon still hiring junior employees while also doing layoffs…? The Intellectual Life of the British Working Classes, by Jonathan Rose Snap’s intentional targeting of teens' attention Denmark invests in de-screening its schools

    40 Min.
  3. If US politics is rigged, can we build a new civic internet?

    15. Juni

    If US politics is rigged, can we build a new civic internet?

    What if the problem with American democracy isn't that the system is broken, but that it's working exactly as intended, just not for you? Travis Misurell, founder of FiNC (Future is Now Coalition), has spent years watching civic tech efforts try to fix democracy by building better tools. Every one of them failed. His argument: they got the sequence wrong. You don't build the technology and hope a movement follows. You build the movement first and let the technology follow. In this episode, Travis walks us through the FiNC framework — the Digital Politics Hub, the Up/Down lens, the citizen survey, and the long-term vision of a citizen-owned civic internet where no billionaire, party, or corporation can ever take control. One share per person. No exceptions. But we also push on the harder questions. If the system is rigged by design, what does building inside it actually accomplish? When AI aggregates open-ended citizen responses into actionable insights for candidates, what gets lost in that translation? When you surface every candidate with equal presentation, are you being neutral or are you making a choice about what equivalence means? Travis comes back to the same place: intention. Not left or right. Not the policy. The intention. Whether a candidate is in it for you, or in it for the people writing the biggest checks. FiNC is betting that if citizens can actually see that distinction clearly enough, the rest follows. It's an ambitious bet. This is the conversation around it. Learn more about the Future is Now Coalition: https://futureis.org/ Discord community Digital Politics HubMentioned: •  • OpenAI donating to stop Alex Bores’s campaign for NY congressional seat

    38 Min.
  4. The token math ain't mathin', so time to get back to what makes us human

    1. Juni

    The token math ain't mathin', so time to get back to what makes us human

    The hype machine spent two years telling us AI was coming for your job. Now it's quietly walking that back. Why now? Follow the money. On this week's system update, George K. and George A. pull apart the vibe shift happening at the top of the AI economy: from Uber's COO admitting he can't draw a line between token spend and shipped features, to the broader reckoning hitting every CFO who signed a three-year AI contract without modeling what agentic workflows actually cost. The subsidized era is over. The bill is due. And nobody has a clean answer. But the harder question underneath all of it isn't economic. It's human. What happens when an industry skips straight from "how big can we make it" to "what are humans even for" without stopping to answer either? The two Georges reckon with soft skills being repackaged as vital skills, the neoliberal bargain sold to a generation of college graduates, and what Pope Leo's 42,000+word encyclical on human dignity in the age of AI gets right that most boards and governments haven't. A tech podcast about humans. This week, more than ever. Mentioned: Jensen Huang on irresponsible proclamations Uber COO on lack of ROI from tokenmaxxing Ed Zitron on OpenAI and potential collapse of Oracle Daniela Amodei on the importance of the humanities Jamie Dimon on future job skills What 2026 hiring managers are looking for Pope Leo XIV’s encyclical, Magnifica Humanitas Marissa Alert on business outcomes planning first David Homan on how to build real human networks Sharon Goldman on the small town impact of the datacenter buildout

    41 Min.
  5. What the AI datacenter build out looks like from the ground up

    18. Mai

    What the AI datacenter build out looks like from the ground up

    What happens when a community votes no…but the #AI datacenter construction starts anyway? That is not a hypothetical. It’s what happened in Saline Township, Michigan, when a $16 billion OpenAI-Oracle data center was rejected by the local planning commission, rejected again by the township board, and broke ground weeks later anyway. The developer sued. The town settled. They had no real choice. Sharon Goldman has been covering the AI data center buildout for Fortune — not from boardrooms, but from township halls, planning commission meetings, and rural communities that had never imagined something like this landing in their midst. What she’s found is a story that the technology press largely isn't telling: the buildout is a bottom-up crisis dressed up as a top-down triumph. The numbers tell part of it. Saline Township received $14 million in community benefits from a $16 billion project, against an annual budget of $1 million. In Richland Parish, Louisiana, the land where Meta's Hyperion facility now sits was once pitched for an auto plant that would have created two to three thousand permanent jobs. The data center is promising 500. The construction workers are mostly from out of state. And the justifying ideologies — the race with China, the national security imperative — has no finish line. This race has a vague one-upsmanship and a $700 billion spend with no clear end in sight. What Sharon sees coming, and what she thinks the press is missing, is the backlash that is quietly becoming a political force — showing up in recall elections, in governor's races, and in the kind of conspiratorial thinking that emerges when people have lost trust and no longer believe that democracy is working for them. You can read more of Sharon's reporting here: A Michigan farm town voted down plans for a giant OpenAI-Oracle data center. Weeks later, construction began | Fortune Meta's $27 billion AI data center is causing chaos in small town Louisiana | Fortune At the edges of the AI data center boom, rural America is up against Silicon Valley billions Huge AI data centers are turning local elections into fights over the future of energy Elon Musk is pushing to build data centers in space. But they won’t solve AI’s power problems anytime soon Big Tech will spend nearly $700 billion on AI this year. No one knows where the buildout ends Inside a multibillion dollar AI data center powering the future of the American economy

    42 Min.

Info

Bare Knuckles and Brass Tacks is the tech podcast about humans. Hosted by George K and George A, this podcast examines AI, infrastructure, technology adoption, and the broader implications of tech developments through both guest interviews and news commentary.Our guests bring honest perspectives on what's working, what's broken, and new ways to examine the roles and impacts of technology in our lives. We challenge conventional tech industry narratives and dig into real-world consequences over hype. Whether you're deeply technical or just trying to understand how technology shapes society, this show will make you think critically about where we're headed and who's getting left behind.

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