AI Rollup: AI Robots and The $10T Arms Race

A single Vitalik tweet just snapped Ethereum’s scaling narrative into focus: the rollup-centric roadmap is over, and a new path is here. Ryan and David break down what Vitalik actually said (and what he didn’t), why stage 2 plus rollup interop proved far slower than anyone hoped, ...  Show more

Crypto enters a full-blown pain market as Bitcoin, ETH, tech stocks, and even gold sell off together. Ryan and David break down why crowded trades are unwinding across markets, what the Warsh Fed chair pick means for rates and risk assets, and whether crypto has become uniquely f ...  Show more

Our 126th episode with a summary and discussion of last week's big AI news!

NOTE: sorry about the poor audio quality :( will be better next week!

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Google’s AI comeback is turning into something bigger. Today’s AI Daily Brief covers whether Google has taken the lead in the AI race, with multimodal breakthroughs, Gemini’s surge, and a huge antitrust win around Chrome. We also dig into Anthropic’s $13B raise at a stunning $183 ...  Show more

Wall Street just delivered one of the strongest signals yet that the AI boom is real and accelerating. Oracle revealed a record-breaking $300B cloud deal with OpenAI, sending its stock soaring and reshaping the narrative around AI infrastructure. In today’s episode, we break down ...  Show more

Today’s AI Daily Brief asks when artificial intelligence will begin making real scientific discoveries. We look at Periodic Labs, which just raised more than $300 million to build AI scientists and autonomous labs for physics and chemistry, and Thinking Machines, which is creatin ...  Show more