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