PBJ

With David King, Max Webster, and Steve Lee
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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

  1. 4 天前

    BlackRock's New Case for Bitcoin, Stripe Buys OpenRouter, David Sacks at PB

    0:00 - What's behind bitcoin's rally? 8:33 - Open Source AI Summit and questions for David Sacks 18:00 - Berd and Block’s growing stack of open-source AI agents 22:30 - Alby's TaskFuel simplifying payments for agents 30:14 - The missing credential layer for agents 36:46 - Making sense of Stripe’s OpenRouter acquisition 48:02 - What's OpenRouter’s moat? 52:50 - Apple, OpenAI and the battle for user intent 57:46 - Making the internet infinitely programmable 1:07:47 - BlackRock's new case for bitcoin 1:21:03 - What causes bitcoin’s four-year cycle? 1:26:25 - Strategy's notable resilience 1:30:49 - Is bitcoin becoming more centralized and how best to measure it? SHOW NOTES: https://opensourceaisummit.org/ https://www.blackrock.com/us/financial-professionals/literature/whitepaper/re-underwriting-bitcoin.pdf

  2. 8月7日

    Bitcoin Security after COLDCARD, PB Media Archive Launch, Announcing the Type II Summit

    0:00 - Last week’s breakout episode 1:36 - Bitcoin, AI and energy are starting to converge 12:06 - Announcing the Type II Summit 15:05 - Panthalassa and offshore compute 17:30 - Introducing the PB Media Archive (pbarchive.ai) 22:15 - Reexamining podcast accountability and ad incentives post-COLDCARD 34:55 - The BTCPay Server exploit (happening in real time) 36:11 - No software project should assume it’s safe 41:20 - Why closed source won’t protect software from AI (OpenAI–Hugging Face incident) 53:40 - Project Loupe’s approach to AI security scanning & learnings 1:01:30 - The push to get early AI access for bitcoin developers 1:06:30 - How the COLDCARD incident has rallied bitcoin security (e.g., Bitcoin Red Team) 1:13:00 - The hidden risks of DIY bitcoin entropy 1:21:50 - Was the COLDCARD hack an inside job? 1:28:24 - Rethinking responsible disclosure in the AI era 1:35:12 - How vulnerable is the Lightning Network to AI? 1:37:25 - Will agents choose bitcoin or create something new? 1:42:45 - White-hat hacking, recovery and property rights 1:54:48 - Spiral’s idea for a neutral protocol for multi-vendor wallet security SHOW NOTES: PB Media Archive: https://pbarchive.ai/ COLDCARD PBJ: https://youtube.com/live/cSXOmwI38Jo?feature=share

  3. 7月31日

    The COLDCARD Hack and Future of Self-Custody

    0:00 - The COLDCARD hack: bitcoin’s worst security incident ever? 4:30 - What happened and how thefts were identified 7:04 - The random-number failure behind the hack 13:24 - The right way to generate wallet entropy (i.e., dice rolls) 20:45 - Who is affected and what users should do 31:43 - Custody options and why diversification matters 37:37 - The source-license change behind the COLDCARD bug 40:33 - How AI changes open-source security audits 52:30 - How the community can limit further theft 59:56 - Why patches cannot fix keys and recovering stolen bitcoin 1:10:37 - Does AI strengthen the case for custodians? 1:16:30 - Future of self-custody 1:21:43 - Evaluating Bitkey, Ledger, Trezor and multisig post-COLDCARD 1:31:04 - ETFs, custodians and new transparency standards SHOW NOTES: PBJ custody survey episode: https://www.youtube.com/watch?v=OSanv5Z-DA4 Block COLDCARD blog post: https://engineering.block.xyz/blog/predictable-rng-fallback-and-32-bit-reseed-in-coldcard-firmware

  4. 7月24日

    Bitcoin Security Consortium, Buzz Launches, Wavelength Brings Bitcoin to Any App

    0:00 - Opening banter, Nostr momentum & voice-first computing 7:21 - Presidio Bitcoin’s visiting member program 10:30 - Bitcoin Security Consortium: quantum preparedness, tradeoffs & independent funding 26:07 - Buzz launches to strong early adoption 35:53 - Buzz’s Nostr architecture and user-owned identity 48:28 - Can Anthropic or OpenAI copy Buzz? 53:24 - Buzz onboarding, local agents & security tradeoffs 1:03:37 - Learning through shared agents and 15-minute hackathons 1:07:54 - Mesh LLM and bitcoin-powered agent onboarding 1:18:52 - Wavelength and the growing Ark ecosystem 1:27:08 - Foundry’s BIP 110 vote and Stratum V2 1:37:20 - Nostr web of trust for humans and agents 1:41:10 - DK's treasure hunt progress and AI-assisted mysteries

  5. 7月17日

    Kimi K3 and the Open-Weight Race, AI Treasure Hunting, Bitcoin Falls Further Behind Gold

    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

  6. 7月10日

    Goose Development Kit, Spiral Expands Into AI, Can Bitcoin Names Scale?

    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

  7. 7月3日

    Open Source AI with Goose & Buzz, New OUSD Stablecoin, Fable 5 is Back

    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

  8. 6月19日

    Announcing PB's Open Source AI Summit, Bitcoin Forks, Running Local AI Recap

    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/

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簡介

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

資訊

  • 創作者
    With David King, Max Webster, and Steve Lee
  • 活躍年代
    2025年 - 2026年
  • 集數
    79
  • 年齡分級
    兒少不宜
  • 節目網站
    PBJ

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