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