Strategy's STRC Buying Spree, Open-Source AI Blind Spots, Bitcoin Stablecoins from Utexo & Ark

0:00 Opening banter: Elon chocolate, Dipsea registration, and college basketball 9:55 New York PubKey ₿uilder event and Spiral retreat recap 12:35 Presenting agentic commerce and the case for Bitcoin payments 15:50 Agentic payments: open questions, hype vs reality 18:35 Hype vs reality in current agentic payment adoption 21:38 Consumer commerce as the clearest early use case 23:38 Ads, trust, and why LLM commerce may break the Google model 28:45 Yahoo, Google, and the economics of search monetization 34:56 Subscriptions, open models, and the future AI business model mix 45:00 Open-source AI: where the biggest gaps and opportunities may be 47:35 Linux, cloud infrastructure, and lessons for AI’s open stack 56:40 The open standard: open models, open hardware, and verifiable compute 1:02:32 Bitcoin-native rails for agent coordination, collateral, and payments 1:17:48 Meta, “performance art” agents, and the limits of current social AI 1:20:28 Voice interfaces, agent orchestration, and the future of work 1:35:02 Strategy’s STRC buying spree and Bitcoin-based yield demand 1:40:07 Bitcoin-based stablecoins from Utexo, Ark Labs, and Tether - SHOW NOTES: PubKey Podcast with Steve, Haley and Mat: https://www.youtube.com/watch?v=01NLHgBO-dM STRC Tracker: strc.live - SUBSCRIBE: https://www.youtube.com/@PresidioBitcoin