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moon

· 7個月

21 分钟内答 21 道题。比特币、人工智能和数字时代的创新。 @PresidioBitcoin #btc #ai

https://x.com/saylor/status/2034732750217806012?s=20

中文 English

0:00 - 迈克尔·塞勒，欢迎来到Presidio比特币

0:03 以及21和21节目。

0:05 很高兴你能来。

0:06 - 今天真棒。

0:07 - 是的，你就像旧金山的夏天一样来临，

0:10 天气真美。

0:12 - 正好在这里，这里是个辉煌的地方。

0:15 我们很有启发。

0:16 - 谢谢，我准备了一些问题。

0:18 我们打算在21分钟内尽可能多地问，

0:21 你准备好了吗？

0:22 - 好的，开始吧。

0:23 - 好，开始。

0:24 第一个问题是，

0:26 你一直是推动比特币进入主流观众的最有影响力的声音之一，

0:29 无论是个人层面还是企业层面。

0:31 那么你对2026年的最重要看法是什么？

0:35 - 2026年是个伟大且转折之年，

0:37 我们看到大型银行开始拥抱比特币。

0:43 我们推出了各种数字信用产品，

0:46 比如Stretch，面向零售投资者和退休人员，

0:49 还有企业财务人员和金融家。

0:53 这是比特币一大批新支持者。

0:56 我们拥有业界历史上最支持的金融监管机构，

0:59 涵盖美联储、财政部、CFD、SEC。

1:03 我们还即将通过《清晰法案》，

1:07 这对整个行业提供了极大的合法化。

1:11 我期待行业的进步

1:15 以及它融入主流金融世界的扩展。

1:17 - 真好看到，是的。

1:18 今年发生了很多事情，是重要的一年。

1:23 第二个问题是，

1:24 你把比特币称为数字财产。

1:28 那么你怎么看待比特币作为消费货币？

1:31 - 我认为会是这样，

1:33 比特币第一层会是数字资本。

1:37 你会看到第二层数字信用爆发，

1:39 第三层则是数字货币。

1:41 第三层会成为，

1:44 可以称为比特币背书的稳定币，

1:46 或者是储蓄币。

1:48 就像美元一样，

1:50 你可以把它作为交换媒介流通。

1:53 它会整合所有以美元计价的数万亿美元

1:56 产品和服务，

2:00 以及成千上万家接受和花费美元的公司，

2:02 但它会提供更高的收益率。

2:05 大约六七八个百分点，

2:07 远超通胀成本。

2:11 这将是建立在比特币上的强大高效货币。

2:15 - 那你怎么看商家呢？

2:20 你会怎么告诉他们接受这种支付很划算？

2:22 - 我认为会是资产稳定币。

2:24 我觉得全球所有接受美元支付的地方

2:27 都会用到它。

2:29 你可以把它换成美元，

2:31 支付任何东西。

2:32 - 这很方便。

2:33 - 是的，我的意思是数字货币

2:35 主要会是美元。

2:37 美元正在全球扩散，

2:42 正在取代欧元、英镑、日元。

2:47 在欧洲，人们并不想用欧元，

2:49 他们想用美元。

2:50 所以美元实际上正在成为全球货币。

2:55 数字化的美元就是它的加密

2:59 或数字版。

3:02 但最大的突破是能够

3:04 创造一种比特币背书的数字货币，

3:08 其收益率是法币背书货币的两三四倍。

3:12 - 你觉得随着这一进展，

3:16 比特币变得越来越普及，

3:19 即便是以权益形式购买比特币的人，

3:23 这些投资者

3:24 或者新入场的人，

3:25 他们是否还能理解比特币的理念

3:28 和起初的意义，

3:30 还是仅仅会觉得它只是个资产，

3:32 没那么在意理念？

3:34 - 我认为会有一部分人，

3:36 包括个人和企业，

3:39 大户和倡导者以及开发者会继续传承

3:43 比特币理念。

3:46 当然，技术人员会了解

3:48 比特币技术。

3:51 但我觉得我们正走向一个世界，

3:53 有十亿人，

3:54 他们只想要一个银行账户能帮他们赚利息。

3:57 无论是六岁女孩，

3:59 还是75岁退休老人，

4:01 他们知道数字货币

4:03 是由比特币驱动的。

4:05 就像你家的电

4:07 来自核反应堆，

4:09 你可能不知道怎么造核反应堆，也不知道它多复杂，

4:13 但你知道电很棒又便宜。

4:15 所以我真的认为随着比特币传播，

4:18 会有一部分人非常精通技术，

4:21 但绝大多数人，

4:23 他们不想知道飞机怎么飞，

4:25 不想知道汽车怎么发动，

4:27 也不想知道电怎么来的，

4:29 他们甚至不知道自己的食物怎么来，

4:31 比如大多数人不知道

4:33 可口可乐是怎么做出来的，

4:35 没人知道怎么制造iPhone。

4:37 他们只知道他们手里有个极好的产品，

4:41 解决了他们生活中的问题，

4:43 而且基于卓越的技术。

4:46 - 我完全同意，

4:47 只要人们知道这一点，

4:48 他们不需要深入细节。

4:50 我们这些Presidio比特币的人了解就够了。

4:53 - 是的，我觉得我们都很乐观，

4:58 但我们也想讨论另一种未来，

5:01 灰暗的未来，比特币失败了，

5:04 你觉得失败的原因是什么？

5:06 - 比特币不会失败，

5:08 它会成功，因为比特币代表着经济

5:11 赋权给全世界的人。

5:13 比特币是通往经济繁荣的协定。

5:17 就像我们说英语，

5:19 你不会说人们会停止说英语或停止交流。

5:22 大家不会停止交流。

5:24 如果有阿拉伯数字或者数学，

5:27 人们不会停止用数学。

5:29 他们会继续用英语。

5:30 人们会一直使用比特币，因为人们需要数学

5:35 制造机器，进行商业交易，

5:39 需要语言彼此协调，

5:43 需要比特币进行理性经济交易。

5:46 所以不会失败。

5:46 - 热爱你这坚定的乐观，

5:50 - 我也同意。

5:51 - 好的，我有点有趣的问题。

5:53 - 好的。

5:54 - 我知道你读过MIT。

5:55 - 我爸也读过。

5:57 我听说MIT有一些著名的聪明恶作剧，

6:00 你有喜欢讲的故事吗？

6:02 - 让我想想，有次我们兄弟会，

6:07 劫持了电梯，

6:12 布置好，

6:14 和院长办公室一起，

6:16 把院长的所有家具搬进电梯，

6:19 然后锁电梯，

6:22 要用特殊密码才能开电梯，

6:24 帮这次恶作剧安装了自己的吊灯，

6:27 点亮吊灯。

6:29 - 哇。

6:30 - 电梯门打开时，

6:32 会看到一个怪人坐在桌子旁

6:36 带着吊灯在说话。

6:38 - 真不错。

6:39 - 真不错。

6:40 再一个问题。

6:42 我看到你会弹吉他，

6:45 还会玩吗？

6:47 如果还玩，喜欢弹什么？

6:49 - 高中和大学时玩过。

6:53 有时为自己弹，大多是披头士的歌。

6:56 - 哦，披头士。

6:57 不错。

7:00 还想问你一个有趣的问题。

7:01 你在推特上的自画像很有标志性，

7:06 你用哪些AI工具生成这些图片？

7:08 - 用了很多，

7:10 有的来自Midjourney，

7:12 有的来自Brock，

7:15 还有些我根本没生成。

7:17 别人帮我生成的，

7:19 用各种工具。

7:21 大部分实际上我没生成。

7:24 你看图片会发现我标注了艺术家，

7:26 比如最活跃的Atlas、Hodl、

7:29 LaDozier等、Janice。

7:33 他们做的很棒，

7:35 用了好多工具。

7:36 - 你从玩AI工具中学到什么了吗？

7:40 有尝试写点有趣的代码吗？

7:43 - 实际上，我们去年发行了大约80亿美元

7:46 数字信用，都是用AI创造的。

7:48 Stretch是主要数字信用产品，

7:53 用来创造各种

7:55 数字货币和信用工具，

8:00 这些都离不开AI。

8:04 我们用AI设计证券

8:08 和资本市场策略。

8:11 有时我说点话，会用AI帮我检查语法

8:15 确保拼写正确。

8:19 有时我把图片放进AI，

8:22 问它“我想这样说，你同意吗？”

8:25 它会说，“你这样说更像迈克尔·塞勒。”

8:29 AI会纠正我，

8:30 教我迈克尔·塞勒真正说话方式。

8:33 - 那挺有趣的。

8:34 - 通常都挺准确。

8:36 AI甚至能比我本人更懂我该怎么说。

8:39 - 这世界真疯狂。

8:41 - 确实。

8:41 - 太棒了。

8:43 你很看重AI工具的战略，这很酷。

8:46 - 很想听听你对比特币和AI结合的看法，

8:49 你觉得未来会有什么积极发展？

8:53 - 我认为第一，

8:55 AI将彻底改变我们社会的所有产品和服务以及角色。

8:59 负面影响之一是它正在削弱人力资本价值。

9:02 比方说公司有1.5万名专业员工，

9:07 AI可能自动化掉其中8,000个岗位。

9:09 但另一方面，作为削弱的人力资本，

9:12 它促进资本向数字资本转移。

9:16 而这正是比特币的含义。

9:20 所以，总体看，这推动大量财富流入数字资本，

9:24 我认为这是积极的。

9:26 - AI应用有很多有趣的场景，

9:29 理论上可以创造一个跨国AI，

9:32 用比特币资本化，

9:35 放出到世界，

9:37 成为自治体。

9:39 而你无法用法币给AI资本化，也不能用传统证券组合。

9:44 未来你会看到用比特币资本化的自治生物或行为者。

9:49 很有趣。

9:50 我认为AI做事会越来越快、越来越高级。

9:53 如果一个晚上有十亿个AI互相交流，

9:57 一小时交流十亿次，

10:00 它们会绕过传统的模拟资产，

10:04 绕过传统金融系统，

10:08 想要以数字标准转移数字资产、

10:11 数字货币和数字资本。

10:15 比特币有两个极重要的特点，

10:18 它提供不可篡改的资本网络或资本源，

10:22 它就是这种资本；

10:27 它还提供全球不可变的真实根源和诚信。

10:32 我认为AI会用它来做认证。

10:34 如果AI开始模仿我们进行网络钓鱼，

10:37 加密验证重要性将更大。

10:40 认证和验证的真伪

10:43 会来自比特币网络，

10:48 因为比特币网络和交易是权威的认证和真伪标准。

10:53 所以比特币及其基础事物

10:57 将变得对数字经济越来越重要。

11:00 - 我完全同意，

11:02 很酷你也这么想。

11:03 我们也在想比特币作为消费货币给这些AI代理，

11:06 可能不只是数字财产，

11:10 我们也在做软化它，

11:12 让它更适合作为零售消费货币，

11:14 但也许会有一波新潮，

11:16 比特币作为代理花钱。

11:19 - 是的，谁知道它们会做什么，

11:22 但肯定它们想光速移动资金，

11:26 并想光速做交易。

11:29 它们要比任何模拟人力系统

11:30 快一百万倍甚至更多。

11:34 要让所有这些数字系统发挥最大潜力，

11:38 需要数字网络、数字资本、

11:41 数字货币、数字认证、

11:44 数字网络，而且必须原生在网络空间，

11:48 不能用非原生网络资产替代，

11:51 并且能够完成最终结算。

11:54 比特币提供最终结算，

11:58 而非条件结算。

12:01 最终结算和条件结算的区别，

12:05 是网络空间中能量丰富环境与影子或轮廓的区别。

12:13 你想做点真实且有实质的事，

12:16 你需要移动数字资本、

12:19 数字财产和数字货币，

12:22 不依赖现实中保管人结算。

12:24 - 100%。

12:25 我还有个AI问题。

12:27 在AI变革的大背景下，

12:30 你会给思考如何用AI创造价值

12:33 或选择职业道路的年轻人什么建议？

12:36 - 我建议花很多时间学习用AI。

12:40 选择几个AI，轮流试，测试。

12:43 挑战自己做些特别有用的事，

12:46 逼自己突破。

12:48 如果你是音乐家，尝试作一首歌，

12:51 再组成一张专辑。

12:54 如果你是艺术家，先画幅画，

12:58 再画漫画，写书，

13:01 做电视节目，做电影，

13:04 连续剧，等等，

13:07 不断逼自己更难的事。

13:11 比方说我们如何设计一个可以卖出数十亿美元的信用工具？

13:14 怎么做最好的？

13:16 确保它被全球广泛采用？

13:18 你要靠AI做点事，不停试。

13:22 如果只是让AI勉强做一点，不算有趣。

13:27 但如果能让它完成关键任务，就是“0到1”的时刻。

13:30 你要考虑几乎所有产品服务、

13:32 历史上所有想法，

13:36 你都能用AI做得更好，

13:39 还有无数以往不可行、

13:42 现在变得可行的事物。

13:44 你要争取成为第一个把这些做出来的人。

13:47 而要成为第一个，

13:48 就是得先去做点什么试试。

13:52 如果这月做不了，四周后试试。

13:57 现在正处于关键转折点，

14:01 历史上从未有过的事，

14:05 突然变得技术上可行。

14:07 我记得50、40年前MIT，

14:12 AI实验室大力做语音识别，

14:14 尝试让电脑能说话，

14:17 花了几十年，

14:19 突然一年前，

14:21 点了一下，开始工作，

14:26 我们快接近能立刻执行且对话者几乎立刻理解

14:29 了。

14:33 技术会失败，直到成功。

14:37 我建议去做你觉得重要的事，坚持，

14:41 用尽各种工具和方式，

14:44 坚持下去，总会突破。

14:47 - 事态发展速度真快，

14:50 尤其是我感觉1月1日那天爆发，

14:52 真是各种精彩事件发生。

14:55 我们这边和Spiral团队玩AI玩得很开心。

14:58 - 好的，如果让你选一件或多件东西，

15:02 你希望有人用AI结合比特币来做，

15:04 有什么梦想产品或想法？

15:07 - 我希望比特币融入更多事物。

15:08 我想看到手机原生支持比特币，

15:12 每台安卓手机、iPhone都支持。

15:16 操作系统和企业操作系统都内置。

15:18 金融应用也支持。

15:21 然后有些革命性想法，

15:24 有没有哪个产品嵌入比特币，

15:27 用比特币驱动产品运行十年？

15:30 打个比方，

15:33 我有个产品电池能用十年，

15:35 那会很酷。

15:37 比特币是金融电池。

15:39 你能否设计出由比特币驱动的产品？

15:42 保险。

15:43 我想看到保险由比特币驱动。

15:46 这样能给你赔五到十倍，

15:49 费用降十倍，

15:51 且持久。

15:53 - 太对了。

15:54 - 类似这样，嵌入比特币能改善很多东西。

15:57 - 100%。

15:57 - 好。

15:58 还有一分钟。

15:59 最后一个快问，

16:02 你会给听众留下一句

16:04 最深刻的想法，你会说什么？

16:07 - 这个十年里，

16:11 你可以用数字资本、

16:15 数字资产、数字智能和数字技术，

16:19 让世界变得更好。

16:23 无论你看什么，

16:25 无论是金融、教育、

16:28 物流、产品还是服务，

16:31 每一件事都可以大幅改善，

16:34 做得更好、更便宜、更强、更快。

16:38 我觉得接下来的十年极有可能是创造

16:43 最大繁荣的创新十年，

16:46 在整个人类历史上。

16:48 所以如果你觉得自己错过了机会，

16:51 太晚了，所有东西都有人发明了，

16:54 你想做iPhone、Facebook，没关系，

16:57 你还没错过。

17:00 世界给了你这些伟大工具，

17:04 18岁的年轻人都能抓住任何AI，

17:07 抓住任何数字资产，

17:10 去试任何想法，

17:12 很可能会找到支持。

17:19 X（推特）让你触达数百万、数千万甚至数亿人，

17:22 你有数字通信、

17:24 数字商务、数字资产，

17:26 数字智能，

17:28 这是数字世界，

17:29 这是更好的世界。

17:31 我鼓励大家行动起来。

17:32 - 这是绝佳的结束语。

17:36 非常感谢你来做客。

17:40 听众们可能已经知道

17:41 去哪关注你，但有没有特别渠道

17:43 你想提一下，或者直接去X。

17:46 - 我的X账号是S-A-Y-L-R，saylor。

17:49 网站michael.com，

17:53 所有关于比特币的内容在hope.com，

17:55 比特币是希望，访问hope.com或michael.com，

17:59 或者X上的saylor，谢谢支持，

18:03 期待继续同行。

18:06 - 我也一样，非常感谢。

18:07 祝你有愉快的一天，

18:10 我们见证美好天气。

18:12 - 很好，谢谢。

0:00 - Michael Saylor, welcome to Presidio Bitcoin

0:03 and the 21 and 21 show.

0:05 I'm so excited to have you here.

0:06 - It's an awesome day.

0:07 - Yes, you hit like summer in San Francisco

0:10 and it's beautiful out.

0:12 - It's happened to be here, it's a glorious place.

0:15 We're inspiring.

0:16 - Thank you, so I have some questions laid out.

0:18 So we're gonna try to get through as many as we can

0:21 in 21 minutes, are you ready?

0:22 - Yeah, let's do it.

0:23 - Okay, let's do it.

0:24 So the first question is,

0:26 so you've been one of the most influential voices

0:29 in bringing Bitcoin to mainstream audiences,

0:31 both on the individual and the corporate level.

0:35 So let's top of mind for you in 2026.

0:37 - 2026 is a great year, a transition year

0:43 where we're seeing the large banks embrace Bitcoin.

0:46 We're launching all these digital credit products

0:49 like Stretch to retail investors and retirees

0:53 and corporate treasures and financiers.

0:56 And that's a great new group of supporters for Bitcoin.

0:59 We've got probably the most supportive set

1:03 of financial regulators and the history of the industry

1:07 going into the Fed at Treasury, at the CFD, the SEC.

1:11 So, and we've got the Clarity Act soon to be passed,

1:15 which is just very enormously legitimizing

1:17 for the entire industry.

1:18 So I'm just looking forward to the advance

1:23 and the expansion of the industry

1:24 as it integrates into the mainstream financial world.

1:28 - It's great to see, yes.

1:29 There's so much going on this year, big year.

1:31 My second question is,

1:34 so you've labeled Bitcoin as digital property.

1:38 What's your take on Bitcoin as spending money?

1:41 - I think that what's gonna happen is

1:43 we're gonna use the first layer of Bitcoin as digital capital.

1:47 I think you're gonna see an explosion

1:49 of digital credit at the second layer.

1:51 I think that you're gonna see digital money

1:54 or digital currency at the third layer.

1:56 And the third layer is going to be a,

1:59 call it a Bitcoin-backed stablecoin

2:01 or it's gonna be a savings coin.

2:03 It'll be like the dollar.

2:05 You'll be able to move it around as a medium exchange.

2:08 It will be integrated into all of the trillions

2:10 of products and services that are priced in dollars

2:15 and all of the hundreds of millions of companies

2:18 that take and spend dollars,

2:20 but it will offer a much stronger yield.

2:23 More like a six, seven, eight percent yield,

2:26 which outstrips the cost of inflation.

2:29 And that'll be strong, high-powered money built on Bitcoin.

2:34 - I mean, what do you think about merchants?

2:38 Like how would you tell them that it's a good way

2:40 for them to accept that form of payment?

2:43 - I think that'll be an asset stablecoins.

2:45 I think that everybody that takes a dollar

2:48 anywhere in the world will have that.

2:50 You'll be able to convert that into dollars

2:52 and pay for anything.

2:53 - Just auto-comfort, yeah.

2:54 - Yeah, I think what we're saying is digital currency

2:56 is primarily gonna be the dollar.

2:58 I think the dollar is spreading everywhere in the world

3:03 and it's replacing the euro, the pound, the yen.

3:08 Pretty much in Europe, people don't want the euro,

3:10 they want the dollar.

3:11 So the dollar is actually emerging as the global currency.

3:16 The dollar on digital rails is the crypto

3:20 or digital version of it.

3:23 But the big breakthrough now is the ability

3:25 to create a digital currency that's backed by Bitcoin

3:29 that offers yields that are two, three or four times higher

3:33 than currencies backed by fiat.

3:37 - You think that as this happens

3:39 and Bitcoin just becomes so much more normal

3:41 and even as people as they buy Bitcoin in the form of equity,

3:46 you think a lot of these investors

3:47 or people who are coming into it

3:48 will still understand what the Bitcoin ethos are

3:51 and like what it came to be

3:53 where they'll just become more top of her,

3:54 kind of not top of mind.

3:58 - I think that there'll be a group,

3:59 the people, the companies and the individuals

4:02 and the large holders and the advocates

4:07 and the developers will continue to carry forward

4:10 the Bitcoin ideology.

4:13 And of course, any technician will understand

4:15 the Bitcoin technology.

4:17 But I think we're headed toward a world

4:19 where there's a billion people,

4:21 they just want a bank account to pay us to make percent.

4:24 And I was like six year old girl,

4:26 75 year old retiree.

4:28 What they're gonna know is that digital money

4:30 is powered by Bitcoin.

4:31 And it's kind of like your electricity

4:35 came from a nuclear reactor

4:37 and you don't really know how to create a nuclear reactor

4:40 or you don't know how tricky it is,

4:42 but you know it's like really good cheap electricity.

4:45 And so I really think that as Bitcoin spreads,

4:48 what you're gonna have is a group of people

4:51 that understand very intricately the technology,

4:55 what the great masses of people is like,

4:57 they don't wanna know how the plane works,

4:59 they don't wanna know how the car works,

5:00 they don't wanna know where the electricity comes from.

5:03 They don't wanna know how their food was,

5:05 like most people don't know, you know,

5:07 how you create a Coca-Cola beverage

5:09 or you know, how do you create these things?

5:11 Nobody knows how to make an iPhone.

5:13 All they know is that they've got this insanely good product

5:17 that solves the problems in their life

5:19 and it's based upon superior technology.

5:22 - I totally agree with you

5:23 that as long as people know that,

5:25 they don't need to get into the weeds

5:26 and some of us here in a presidio-Bitcoin.

5:29 But yes, okay, I think both of us feel optimistic

5:35 about Bitcoin's future, but maybe let's think

5:37 of a different type of future.

5:39 Grim one and Bitcoin has failed.

5:41 Why do you think that it failed?

5:45 - Bitcoin's not gonna fail.

5:46 It's gonna succeed because Bitcoin represents economic

5:49 empowerment to everybody on the planet.

5:51 Bitcoin represents a protocol for economic prosperity.

5:56 It's kind of like we're speaking English

5:58 and you're saying, well, what do people stop speaking English

6:02 or just stop speaking?

6:03 What do people stop speaking to each other?

6:05 I don't think they're gonna stop speaking to each other.

6:08 If you had Arabic math or you had math,

6:10 it's what do people stop using math?

6:13 I think they'll keep using math.

6:14 I think they'll keep using English.

6:15 I think they'll keep using Bitcoin because people need math

6:20 to create machines that work and to engage in commerce

6:24 and they need language to coordinate with each other

6:28 and they need Bitcoin if they're going to engage

6:31 in rational economic transactions.

6:34 So it won't fail.

6:35 - Love strong optimism.

6:39 - I agree.

6:40 Okay, I have some fun questions for you.

6:42 - Okay.

6:43 - So I know you went to MIT.

6:44 - My dad did too.

6:46 So I've heard about kind of some of the famous,

6:48 like clever hacks and pranks that have happened at MIT.

6:52 Do you have any stories that you like to tell?

6:54 - Let's see, once our fraternity,

7:00 we hijacked an elevator and then we set it up

7:04 and with the office of the dean,

7:07 we put all the furniture of the dean into the elevator

7:09 and then we locked it off so that you had to have

7:12 a special code in order to get the elevator

7:14 and in order to create the hack,

7:17 we actually rigged the entire thing with its own chandelier

7:20 and we lit up the chandelier.

7:22 - Oh my gosh.

7:23 - In some part, the elevator opens

7:25 and it's like this strange guy sitting at a desk

7:29 with a chandelier talking.

7:31 - That's a good one.

7:32 - That's a good one.

7:33 Okay, another question.

7:35 So I saw that you did play the guitar,

7:38 do you still play the guitar?

7:40 If so, what do you like to play?

7:42 - I used to play in high school and college.

7:46 Sometimes I play for myself, mostly Beatles tunes.

7:49 - Ooh, Beatles tunes.

7:50 Okay, that's a good one.

7:53 Okay, one more fun question for you.

7:54 So your self-portrait images on Twitter

7:59 have become iconic.

8:01 What AI tools, if any, are you using

8:04 to generate these images?

8:06 - A whole mixture of them,

8:08 some of them came from mid-journey,

8:11 some of them come from Brock.

8:14 Some of them, I don't generate at all.

8:16 Other people generate them for me

8:17 and they use all sorts of other tools.

8:20 So a lot of times, most of them actually,

8:22 I didn't generate.

8:24 So if you look at them, you'll see I tagged the people,

8:26 the artists that does generate them.

8:29 You know, the most prolific, atlas, hodl,

8:33 LaDozier, et cetera, Janice.

8:37 You'll see they've done really good ones

8:39 and they use a variety of tools.

8:40 Okay, are there anything that you've learned

8:44 from playing around with AI tools?

8:45 Have you been vibe-coding anything fun?

8:49 - In fact, all of the digital credit instruments

8:52 we created, we did $8 billion of issuance

8:55 of digital credit last year, approximately.

8:57 They were all created with AI.

8:59 And so stretch, which is the premier digital credit

9:04 that I think will use to create all sorts

9:05 of digital money and digital currency type instruments

9:10 that would not exist without AI.

9:15 So we use AI a lot in designing securities

9:18 and in capital market strategies.

9:21 You know, I use AI sometimes if I'm gonna say something

9:25 and I have it edit my syntax and check

9:27 and make sure that I spelled everything correctly.

9:32 Sometimes I'll take an image and I'll post it in the AI

9:35 and say, I think I wanna say this, but do you agree?

9:38 It'll tell me, well, you could say it better this way.

9:42 If you said it this way, it's more like Michael Saylor.

9:44 So the AI will actually correct me

9:46 and tell me how Michael Saylor would really say the thing.

9:48 - Well, that's what I--

9:49 - Which I find to be amusing.

9:50 - Is it right, usually?

9:52 - Yeah, oftentimes it's actually right.

9:53 It actually tells me how to be me better than I would be me.

9:56 - It's a crazy world that's happening.

9:58 - It sure is.

9:59 - Well, that's awesome.

10:00 That strategy is thinking a lot about like using AI tools.

10:03 Very cool to hear.

10:05 - I'd love to hear your thoughts if you're thinking much

10:08 about generally like the intersection of Bitcoin and AI

10:11 and how you think that can maybe play out in a positive way.

10:14 - Yeah, well, I think number one,

10:16 AI is gonna radically transform every product and service

10:20 and every role in our civilization.

10:24 And, you know, one of the more negatives

10:27 is it's demonetizing human capital.

10:29 It's like, if your company had 15,000 trained professionals,

10:34 it's more challenging because it's possible

10:36 the AI might start to automate out 8,000 of those jobs.

10:40 But on the other hand, as a demonetized human capital,

10:43 it accelerates the transition of capital to digital capital.

10:47 So it's monetizing digital capital and that's what Bitcoin is.

10:50 So broadly speaking, as you see this develop,

10:55 it's driving a lot of wealth into digital capital.

10:59 I think that's positive.

11:00 - I think there are a lot of interesting applications of AI.

11:04 You know, in theory, you can create an AI

11:07 that's transnational, you can capitalize it with Bitcoin,

11:10 you can release it to the universe

11:12 and it can become autonomous.

11:14 And you couldn't capitalize an AI with fiat currency

11:19 or any kind of conventional security portfolio.

11:26 So you may see autonomous creatures or autonomous actors

11:31 that are capitalized with Bitcoin going forward.

11:33 That would be interesting.

11:35 I think it's inevitable that the AIs will do things faster

11:39 and more sophisticated.

11:40 So in a world of a billion AIs, talking to a billion AIs,

11:45 a billion times an hour on Saturday night,

11:48 they're gonna bypass conventional analog assets

11:51 and they're gonna bypass traditional financial systems.

11:55 And they're going to want to move digital assets,

11:59 digital currency, digital capital around

12:02 on a digital standard.

12:03 And of course, the two things that Bitcoin offers

12:06 that are just really important are,

12:11 it offers an uncorruptible network of capital

12:15 or source of capital, so it is that.

12:20 But also it offers an immutable global source of truth.

12:26 And integrity.

12:27 So I think the AIs will want to use that for authentication.

12:32 I also think that if the AIs began to imitate us

12:36 in phishing attacks, then the importance

12:38 of cryptographic verification will become more important.

12:41 And so authentication and verification,

12:44 cryptographically, we'll start to absorb its authenticity

12:49 or derive its authenticity of veracity

12:53 from the Bitcoin network underlying

12:54 because the Bitcoin network and Bitcoin transactions

12:59 are the gold standard of authentication and veracity.

13:04 So I think in this era, Bitcoin

13:08 and all the underlying things that represents

13:11 are going to grow more and more important

13:13 to the digital economy.

13:15 - I totally agree and it's honestly really cool

13:17 to hear that you're thinking that too,

13:19 'cause we're thinking a lot about Bitcoin

13:20 being spending money for these agents.

13:23 And maybe there's been Bitcoin as digital property,

13:27 we're doing stuff to make it plushy,

13:29 to make Bitcoin more as spending money in retail,

13:31 but there's maybe going to be this new wave

13:33 where Bitcoin is spending money for agents.

13:35 - Yes, there's no telling what they'll do,

13:39 but one thing we know is they're going to want to move

13:43 money at the speed of light,

13:46 and they're going to want to engage in commerce

13:48 at the speed of light.

13:49 They'll want to move a million times faster

13:52 than any kind of analog or human limited system would move.

13:57 And so if you want all of these digital systems

14:01 reach their full potential,

14:04 you need a digital network, digital capital,

14:07 digital currency, digital authentication,

14:12 digital networks, and you need to do it natively

14:16 in cyberspace, you can't have something

14:20 which is not a native cyber asset

14:24 that's a better instrument with final settlement.

14:26 And so Bitcoin offers final settlement

14:29 as opposed to conditional settlement.

14:32 And so the difference between final settlement

14:37 is the difference between an energy rich environment

14:41 in cyberspace or just the shadows or silhouettes of energy.

14:49 You want to do something that's real and substantial,

14:52 you're going to need to move digital capital,

14:55 digital property, digital currency

14:58 that doesn't rely on a custodian

15:00 in the real world for final settlement.

15:02 - 100%.

15:04 I have one more AI question for you.

15:06 So in this kind of world where we're seeing this big shift

15:09 into AI, what kind of advice would you maybe give

15:12 to people as they think about different unique ways

15:16 to add value or maybe different career paths

15:18 for young people to explore?

15:19 - I think I would allocate a lot of time

15:24 to learning how to use AI's.

15:28 I would probably pick a few, I would cycle through them,

15:31 I would test them.

15:33 And I think I would be challenging

15:35 and to do something very, very useful, push them.

15:38 If you're a musician, try to compose a song,

15:41 then try to compose an album, right?

15:43 If you're an artist, first try to compose the picture

15:47 then the comic book, then the book,

15:49 then the television show, then the movie,

15:52 then the TV series, right?

15:55 Pushing harder and harder for us.

15:58 How do we compose a credit instrument

15:59 that we can sell billions and billions of dollars of?

16:03 How do we build the best one?

16:05 How do we build the best one

16:06 and make sure that there's massive global adoption, right?

16:10 You have to, you want to do something with the AI's

16:15 and, you know, it's, if it almost does something,

16:20 you know, then it's not that interesting.

16:23 But if you keep pushing and you find a way

16:26 to get it to do the thing, it's a zero to one moment.

16:30 And so right now you have to consider

16:32 that pretty much every product and service

16:34 and idea that's ever been implemented

16:36 in the history of the world,

16:38 you may be able to reimplement better

16:41 and a host of millions or tens of millions of ideas

16:44 that have never been practical to implement

16:47 or are now practical.

16:49 And I think you want to be the first person

16:51 to figure out how to do something new and useful.

16:56 And the only way to be the first person

16:57 to figure how to do something is try to do something, right?

17:01 You know, so I think, and if you can't do it this month,

17:06 in four weeks, you might be able to do it.

17:10 So we're at this very pivotal transition point

17:13 where every few weeks, something that was not workable ever

17:18 in the history of the world,

17:19 all of a sudden becomes technically practical, right?

17:24 I remember at MIT, 50 years ago, 40 years ago,

17:28 the AI lab, they were trying to get speech recognition to work

17:31 and try to talk to computers, get computers to talk like,

17:33 they spent 40 years.

17:35 And then they spent years and years and years.

17:36 And then all of a sudden, you know, a year ago,

17:39 click, it started working and we're just about,

17:44 you know, we're just about to get to the point

17:46 where not only will it work,

17:47 it'll work instantly and the person that you talk to

17:49 will have like almost instant awareness of everything.

17:53 And so technology fails until it succeeds.

17:57 My advice is attempt to do something

18:01 that's really important to you and just keep trying,

18:05 use every possible tool in every possible mode

18:08 and keep at it, you know, at some point,

18:11 you'll actually make a breakthrough.

18:13 - Yeah, it's crazy how quick things are moving,

18:16 especially I feel like Jan one happened

18:18 and like, oh, all this cool stuff is happening.

18:21 We've been playing around a lot with AI here

18:24 and on the spiral team, so it's been really fun.

18:27 Okay, so if you could like have one thing

18:31 or multiple things that you would love to see

18:33 someone maybe build with AI that utilizes Bitcoin.

18:36 Do you have any like dream products or things

18:39 you would like to see someone do?

18:41 - Yeah, I think I'd love to see Bitcoin

18:43 get embedded in more things.

18:45 I'd love to see native Bitcoin support

18:49 get embedded into every Android phone, into every iPhone.

18:52 I'd love to see native Bitcoin support

18:54 get embedded into every operating system

18:57 and corporate operating systems.

18:59 I'd love to see it get embedded

19:01 in every financial application.

19:05 And then I think that there are some revolutionary ideas.

19:08 Like what have you actually created a product

19:10 that had Bitcoin embedded in it

19:12 and it used the Bitcoin to power the product for a decade?

19:16 Like, you know, in theory,

19:18 if I had a product that had a battery

19:20 that lasted 10 years, that's really cool.

19:22 So Bitcoin's a financial battery.

19:24 Is there a way that you can create a product

19:27 that's powered by Bitcoin?

19:29 Oh, insurance.

19:30 I'd love to see insurance get powered by Bitcoin

19:32 because if insurance is powered by Bitcoin,

19:36 then it would pay you five or 10 times as much money

19:39 and it would cost you 10 times less

19:41 and it would last longer.

19:43 - That's so true.

19:44 - And so a lot of things like that that can be improved

19:46 if you just embed Bitcoin in them.

19:49 - 100%.

19:50 Okay.

19:51 We got one minute left.

19:52 So one quick last question.

19:55 You could leave our listeners

19:57 just like a single lasting thought.

20:00 I wonder what you just said. What would it be?

20:02 - You can remake the world for the better

20:06 using digital capital, digital assets,

20:10 digital intelligence and digital technology this decade.

20:15 And every single thing that we look around at,

20:18 everything in our lives,

20:20 whether it's a financial thing or it's an education thing

20:23 or it's a logistics thing

20:26 or it's a product or a service thing,

20:28 every single thing can be dramatically improved,

20:32 made better, made cheaper, made stronger, made faster.

20:36 And I think probably this decade, this coming 10 years,

20:41 presumably this is the decade

20:44 of the greatest number of innovations

20:46 that create the greatest amount of prosperity

20:48 for the human race of any 10 years

20:50 in the history of humanity.

20:52 So if you're sitting around thinking you missed it,

20:55 you're too late, all the things have been invented,

20:58 you wish you had done the iPhone or the Facebook

21:02 or the whatever, you haven't missed it.

21:05 You're not too late, right?

21:07 The world has handed you all of these brilliant tools

21:10 and 18 year old can go and they can grab any AI

21:14 and they can grab any digital asset

21:16 and they can try any idea

21:18 and they'll probably find support for it somewhere.

21:24 X lets you reach millions or tens or hundreds of millions

21:28 of people, you've got digital communication,

21:29 you've got digital commerce, you've got digital assets,

21:32 you've got digital intelligence, it's a digital world

21:35 and it's a better world.

21:36 So I would encourage everybody to just go out

21:38 and do something.

21:39 - That's a fantastic ending thought.

21:43 Well, thank you so much for coming on the show.

21:47 Of course our listeners probably already know

21:48 where to follow you, but if there's any unique spot

21:50 or things you wanna shout or just go to X.

21:53 You can find my handle on X, S-A-Y-L-R, sailor.

21:56 You know, my website's michael.com, Michael.com.

22:00 Everything that I know about Bitcoin,

22:02 all my links about Bitcoin are hope.com, Bitcoin is hope.

22:05 So go check out hope.com or michael.com

22:09 or sailor on X and I appreciate your support.

22:13 Look forward to continuing the journey together.

22:16 - Me too, well, thank you so much.

22:17 I hope you have a wonderful day

22:20 and we're seeing you in gorgeous weather.

22:22 It's going well so far.

22:23 - Great, thank you.

王爷来了

· 7個月

AI Agent正在重塑DeFi：哈佛学生用AI代理在Polymarket上一天内将2000美元变成6万美元。当AI开始替你交易、签名、管理链上资产，传统的「DYOR」正在变成「让AI为你研究」。这波浪潮才刚刚开始。

#Web3 #AI #Crypto #DeFi

王爷来了

· 7個月

BTC破$74K，矿圈却集体转型AI求生。Cango一年亏掉$4.5亿疯狂套现，HIVE吹嘘加拿大AI梦——说白了就是矿机卖不动了。曾经的"数字黄金"故事讲不通了，现在改蹭AI热度续命。Crypto的尽头是算力，算力的尽头是卖惨。#Web3 #AI #Crypto

王爷来了

· 7個月

AI agents正在吃掉Web3。MEME币泛滥、VC套路的时代过去了，现在能活下来的项目只有一个标准：能不能真正用AI解决实际问题。

不是套个AI壳子发币的那种"创新"，是真正能自主决策、自动执行的链上智能体。

#Web3 #AI #Crypto #DeFi

moon

· 7個月

创作者在社交平台上积累了庞大的受众群体，却对粉丝的真实身份一无所知。

@justinblau和@blauyourmind将探讨如何解决这一问题，以及加密技术能为创作者与粉丝的关系带来哪些可能性。

0:47 关于创作者变现的最大误区

2:31 为何创作者与粉丝的关系可以转移到链上

4:41 稳定币与全球互联网产品

6:55 贾斯汀与迈克尔的加密货币入行之路

10:09 创作者变现的替代模式

17:57 人工智能与内容过剩

18:57 为何人工内容筛选依然重要

19:36 #人工智能时代下的版权与知识产权

28:23 灵感来源：约翰·梅尔、泽德、布莱恩·切斯基、大卫·布莱恩

35:06 为何 #NFT 依然重要 #ai

https://x.com/a16zcrypto/status/2033918773829288000?s=20

中文 English

0:00 你得不到任何数据，任何创作者都没有CRM。

0:02 你不知道谁是你Spotify听众中的前1%。

0:05 你不知道谁是你YouTube视频的头部观看者。

0:07 你也无法与这些人直接沟通。

0:09 创作者平台，你可能每月付5美元

0:12 来获取他们的独家内容。

0:13 但用Bond，你实际上只需

0:16 一次性支付或质押5美元。

0:18 你可以随时提现，拿回你的5美元。

0:22 但只要你质押着，他们就能用你的5美元赚利息。

0:25 Bond是粉丝和创作者之间的一种中间状态，

0:29 两者直接连接，且无成本。

0:32 我们认为这种关系必须百分之千上万地上链，

0:34 因为如果像TikTok这样的平台倒了，你无法带走你的观众。

0:37 （空）

0:38 Justin，Michael，非常感谢你们来参加节目。

0:46 感谢邀请。

0:47 人们对于你们所解决的问题最大的误解是什么？

0:50 我觉得我们俩都有答案，你先说吧。

0:52 你让我先说？

0:54 你先说。

0:55 我的观点是，人们认为所有创意都应该被重视，创作者都应该得到报酬，

1:00 这点我绝对认同。

1:02 但这些创作者变现的前提

1:04 其实是必须先知道你的观众是谁。

1:08 Web2最大的问题是你没得任何数据。

1:11 没有任何创作者的CRM。

1:13 你不知道谁是你Spotify听众的前1%。

1:15 你不知道谁是你YouTube视频的主要观看者。

1:18 你无法直接和这些人沟通。

1:20 所以我的观点是，在考虑创作者变现之前，

1:23 先知道谁真正关心你作为创作者

1:25 是区块链带来的最大解锁之一。

1:29 而我认为，正如你所知，已经有很多创作者加密产品允许创作者在链上

1:33 通过各种方式赚钱。

1:35 它们通常都是通过交易量来运作，

1:37 比如说是一种模因币或内容币的交易，

1:41 或者NFT二级版税，都是这个模式。

1:42 创作者因交易量增加赚更多钱。

1:47 但我们认为，创作者应该随着他们观众的增长而赚更多钱，对吧？

1:50 你可以有一千个活跃交易员不断交易你的东西，

1:53 赚取可观的交易费用。

1:56 但这和你作为创作者创作的内容没有任何关联，

1:59 也和你的影响力或观众规模毫无关系。

2:02 交易更像是雇佣兵式的行为，

2:05 你是为了赚钱而做交易，

2:07 而我们谈的是一种完全不同的模式，你想培养忠实粉丝群。

2:10 那些想和你保持长期关系的人。

2:13 这两者似乎是相互矛盾的。

2:17 绝对是。

2:18 是的。

2:18 我们认为这种关系必须百分之千上万地上链，

2:21 因为如果像抖音这样的平台倒了，

2:24 你无法带走你的观众。

2:24 那为什么要上链？

2:26 为什么加密货币是解决这个问题的必需？

2:29 哦，你想让我先说吗？

2:31 好，我给两个答案。

2:33 第一，把我们关系中的经济关系上链更好，因为它开放透明，

2:37 一切都清楚可见。

2:40 尤其通常是通过钱包地址连接，

2:43 创作者有钱包地址，用户也有钱包地址，

2:45 理论上能直接沟通。

2:47 这只是基本前提。

2:49 更有趣的是我们的协议工作方式，必须用区块链。

2:54 理论上可以用中心化方式做，

2:58 但需要大量中介和成千上万行代码，

3:02 而我们的只有500行，

3:03 简单明了。

3:06 Touchy BT说我们几乎不可能做这个。

3:08 是啊。

3:09 我们的工具链，

3:10 建个MVP至少46个月，

3:12 而我们只用了两个月。

3:15 这说明了加密技术的互操作性和组合性，

3:18 能让你基于别人搭建的模块迅速推出产品。

3:22 百分百。

3:23 创作者们最大的问题是跨多个社交平台扩展时，

3:26 没有统一数据库

3:28 能告诉你谁在关心你发布的作品。

3:31 不仅是作为创作者，甚至是社交关系图的问题。

3:34 比如现在Instagram，我的一个童年好友生了双胞胎，

3:39 我都不知道，没出现在我的动态。

3:41 所以现在社交媒体算法之外，几乎不存在真正的关系。

3:44 我和其他项目正在探索这些替代方案。

3:48 我最近有了孩子，但没发过照片，

3:53 感觉像在一个怪异的中间地带，

3:55 很多人都不知道。

3:56 甚至没拍照片。

3:57 挺隐秘的。

3:58 感觉好像没发生过。

4:01 一棵树倒在森林里，

4:01 会有声音吗？

4:02 对。

4:03 哈哈，好。

4:04 明白。

4:04 很有道理。

4:05 说到用加密技术快速启动项目，

4:10 我觉得类似情况也出现在新银行和金融科技，

4:11 很多创业公司意识到用稳定币能立刻全球化，

4:14 而不用花大量精力适配各种本地市场和本地货币。

4:17 它们只需采用加密货币基础设施马上上线。

4:21 你也看到这里类似的好处。

4:23 可能也算是金融科技产品。

4:25 对，完全是。

4:26 这对创作者经济来说也是如此。

4:29 一旦有了稳定币，

4:31 你便能享受诸多便利，

4:33 比如保险库，

4:34 分成，

4:35 即时结算付款，

4:36 这些都是我们喜爱的魔法。

4:39 问题是怎么获得稳定币，

4:41 入门门槛还是很高，尤其是想吸引大众用户。

4:45 必须改进。

4:45 问题在哪里，怎么解决？

4:47 简单来说，

4:47 没人支持信用卡充值。

4:49 没错，这是简单版本。

4:50 大家习惯了Apple Pay和信用卡的便利，

4:55 你用信用卡转成稳定币后，会产生各种退单和欺诈问题，

4:59 很多。

5:00 所以我们最初提供了借记卡支持。

5:03 但有趣的是我自己都没把借记卡加到Apple Pay，

5:06 找不到它，

5:07 快过期了。

5:08 我问朋友们有多少人用借记卡，

5:10 大多数回答基本没人用，没人把借记卡放在Apple Pay上。

5:15 我觉得非投机性加密产品面向主流的最大门槛就是充值入口。

5:19 过去11年，

5:19 这是我见过监管环境和公司第一次准备好跨越这一步。

5:22 我听说年轻一代，特别是美国人，比千禧一代更喜欢用借记卡。

5:27 有趣。

5:28 我也问千禧一代朋友了。

5:31 我是千禧一代。

5:31 这对我没意义，我用信用卡，

5:33 我朋友不用借记卡。

5:34 嗯。

5:35 嗯，我其实是属于Z世代。

5:36 是的。

5:37 Justin，这对你来说是个非常私人问题，

5:40 因为你是艺术家。

5:42 你做音乐。

5:43 谈谈你的经历吧。

5:46 这是个漫长且精彩的故事，我大学学金融，

5:50 然后退学，成了早期美国舞曲的DJ，

5:54 大概2010年或2011年。

5:55 2014年我在一场演出中遇到Winklevoss兄弟，

5:59 他们当时正在打造交易所Gemini，

6:01 就是我认识比特币的契机。

6:03 他们还组了乐队。

6:04 是的，组乐队。

6:04 很不错。

6:05 我们在对金融和音乐的热情上产生共鸣。

6:09 但我真正开始参与生态，是从2017年以太坊上线开始，

6:12 我发现有许多应用对刚起步的音乐人很有用。

6:15 从那时起，我一直关注这个领域做各种尝试。

6:17 最大门槛一直是充值入口。

6:19 作为独立艺术家的经验吸引我加入区块链。

6:24 比如说Chance the Rapper和Russ，他们非常擅长讲述

6:28 作为独立艺术家的故事及多年没数据的问题。

6:32 你卖票，不知道买票的人是谁，

6:35 Ticketmaster掌握他们的邮件，

6:37 你追踪Instagram粉丝，算法变了，

6:39 怎样联络你的粉丝？

6:41 他们仍然关心音乐，只是被广告分散了注意力，

6:44 因为这就是Web2激励机制。

6:52 对我来说，加密是下一代创作者能保持独立

6:54 和

6:55 拿回大部分收入的方式。

6:58 大多数创作者有经理人、经纪人、律师，需要分成，

7:04 这笔支出很大。

7:06 和公司接受风险投资相比，创作者实际交出的佣金超过40%。

7:12 哇，40%。

7:14 没错。

7:15 我的理论是，如果你能对齐激励，直接连接粉丝，

7:20 他们会提供比你付给团队40%佣金更大的价值。

7:24 这个说法在音乐业很有争议，

7:26 因为有很多人靠这些角色谋生。

7:28 但音乐产业基本还是20年前的模式，版税结算非常糟糕。

7:32 欺诈大量存在。

7:34 就上周有消息说Calvin Harris的经理曾挪用他2200万美元地产资金。

7:38 这些音乐业的黑暗内幕都是真的。

7:41 区块链作为透明开放的基础层

7:43 对我来说，能解决我遇到的所有问题。

7:45 所以我致力于让它成功。

7:49 我认为2025年是监管环境成熟的第一年。

7:52 大家或许知道Patreon这种服务，支持创作者；

7:55 或者substack订阅内容创作者，他们会拿到部分收入。

7:58 很大一部分。

7:59 你们的做法和这些有什么区别？

8:03 比如Patreon、substack，或Instagram之类的创作者平台，

8:07 你可能每月付5美元，

8:08 持续付费获取独家内容。

8:11 而Bond只需一次质押5美元，

8:15 前提是，

8:16 质押后你可访问独家内容，

8:18 可能是一句合唱、独家歌，

8:19 博客之类的，

8:22 但你随时能提现5美元。

8:26 只要你质押，创作者就能赚利息。

8:28 他们靠利息赚钱。

8:29 我不是直接付你5美元，而是质押5美元。

8:32 当我质押着，你赚利息。

8:35 这就创造了新局面，不是说“我有1000个订阅者”，

8:38 而是“我有1000美元质押在我身上”，

8:40 这是全新的社交指标，创作者会喜欢并使用。

8:44 我们一开始主张价值超越粉丝数，

8:45 因为太多机器人，

8:46 Web2根本无法精准评估社交图谱。

8:49 正如Michael说，哪个粉丝质押5美元好，哪个可能质押5000或1万美元。

8:53 创作者可辨别谁是真正关心自己，

8:56 愿意为他们做更多。

8:57 Bond介于粉丝关注和订阅之间，

9:01 要求粉丝每月付5美元订阅是很高要求，

9:05 你还得持续产出新内容，

9:08 他们可能取消，你还要请求订阅，

9:10 让人感觉不真诚。

9:13 关注其实毫无价值，算法决定你看什么、怎么互动。

9:16 Bond是两者折中， fan和创作者直接联系，成本为零。

9:18 其美妙之处在于DeFi部分，

9:23 不把钱放账上，

9:24 而是分散质押给多个喜爱的创作者以获得访问权限，

9:27 这是Instagram或抖音环境做不到的。

9:29 称为零成本，因为你质押某金额，比如20美元支持音乐人，

9:33 获得幕后的内容访问，

9:36 想取回钱时随时提取。

9:38 没错，就是这样。

9:39 你基本上是在用金融科技里广为人知的商业模型。

9:44 星巴克移动应用其实是个银行，

9:47 用户存零钱，星巴克从利息中赚大钱。

9:51 你把这个“漏洞”转变为功能，

9:54 某种形式的“质押”或“绑定”，让人能透明选择支持艺术家。

9:59 没错，透明又开放。

10:00 创作者现在面临的问题是，

10:02 过去有Facebook，现今有诸多平台，

10:04 我该回谁的消息？

10:06 对关注音乐的人回复？

10:08 Web2没法筛选关心度。

10:10 有质押资金人在我身边，节目结束时更可能回复他们，

10:14 而不是那些Instagram或抖音上的无意义广告骚扰。

10:16 Bond不仅是新型网络关系机制，

10:19 也可称首个创作者CRM。

10:20 因为其他平台你根本拿不到数据。

10:22 Salesforce服务艺术家。

10:24 你可以这么理解，

10:25 既像Patreon又不像，

10:27 既像Salesforce又不像。

10:28 最大挑战是这行为用户和创作者都不习惯，

10:30 用户不习惯随时能取回质押的钱。

10:33 买东西退货要等一周，

10:34 购票退票得发售票平台花很多力气收回，

10:37 稳定币交易即时、免许可、全年无休，

10:41 我最喜欢的接触加密的故事是2017年，

10:45 周末用以太坊给爸爸展示几分钟内能转账到全球，

10:47 这种体验。

10:49 现在有稳定币和良好监管，我们有新工具创造全新创作者生态。

10:52 支持他们最大粉丝。

10:54 而且这机制不限于创作者，

10:56 比如有人医疗债务，可以直接质押支持，别人用利息还债。

11:01 这是全新模式，从创作者起步，

11:03 希望推广利息型线上连接到更多场景。

11:07 为什么是现在？

11:08 过去加密市场周期，人们期待帮创作者付费，

11:13 对NFT版税等很感兴趣，

11:15 结果没达到预期。

11:18 如今发生了什么变化，为什么世界准备好迎接新产品？

11:21 原因有几条。

11:23 技术方面，技术已经准备好，

11:27 比如Layer 2交易费低至千分之一美分。

11:31 有稳定币，

11:33 SDK和钱包基础设施做到无感知提供钱包，

11:36 用户只用邮箱注册，

11:38 且我们可以资助交易费（Gas费）。

11:40 比如在Bond网站用时，用户不会感觉有以太坊交易，

11:43 一切后台完成。

11:45 很多公司努力打造如此无缝体验的基础设施。

11:48 所以描述我们产品时，甚至不用提加密。

11:51 这是非必须。

11:54 若要主流用户加入，体验必须无缝。

11:57 另一方面，Patreon、Substack等订阅平台已存在，

12:01 Instagram和Twitter开始融入订阅，

12:04 但大家已经产生订阅疲劳。

12:08 我喜欢支持的一百多位创作者，我不会一个月给他们每人5美元，

12:12 很多大V有几十万粉丝，实际付费却仅千人，

12:15 用户与付费支持者差距极大。

12:18 什么机制更好，既便宜、方便，且心理负担小？

12:22 大家逐渐接受订阅这理念，我们认为这是更好方式。

12:26 你提到订阅，

12:27 我想反驳一下。

12:29 现在AI让内容生成极易，有人说内容成本跌至零。

12:33 那创作者经济怎么办？

12:35 这带来我最具争议的观点。

12:38 好。

12:39 讲个故事再说答案。

12:42 看现场John Mayer弹吉他是我当DJ以来的最佳体验之一。

12:45 我能弹吉他，但不怎么样。

12:47 看他弹是无与伦比的体验，我有幸和他一起呆过几次。

12:52 每次都给我巨大价值，

12:54 他除了票钱外几乎没其他报酬，

12:55 但他给予的价值远超票价，

12:57 甚至周边商品。

12:58 我在Woodstock旧址Beth Elle Woods看过他演出，

13:01 他和Grateful Dead合作，

13:02 精彩极了。

13:04 哇。

13:04 他是个极棒的表演者。

13:06 几周前和他谈Bond，他很快就理解了。

13:09 对AI内容，我争议性的观点是，人们会欣赏人类对内容的策划。

13:14 因为纯AI内容和提示生成的东西看起来很像，但最终分别会显现，

13:18 而创造力中最大变量不是创造行为本身，而是策划。

13:23 一直如此。

13:24 我创作歌曲时，会策划各种声音，

13:27 打造最终作品。

13:29 那是我的技术。

13:31 听众觉得最有人味的是这里。

13:33 所以我认为人们会肯定人类的输入。

13:37 只是执行创意的阻力已经降到零，

13:41 ，

13:41 带来我观点：知识产权与创意相关将彻底消失。

13:44 我不认为任何法律或判例会有效执行。

13:46 看版权历史不算长，尤其音乐相关。

13:49 主录音权直到70年代才出现，

13:52 之前没人拥有录音，除了唱片公司。

13:54 无版权法律，

13:56 唱片公司拥有100%权利。

13:58 直到70年代，音乐人才能从录音中获得部分收入。

14:02 唱片公司控制实体发行。

14:06 版权这个概念逐渐被AI带来的海量高质量内容所淘汰。

14:07 我认为版权严重阻碍这领域的创新。

14:10 反对者问，

14:11 创意最初提出者如何获得报酬？

14:13 我说，

14:15 过去人力资源是无限的。

14:17 200年前有人想法，根本没法记录，

14:22 如果他们影响了创造了首个版权概念的人，这些都没得补偿。

14:26 巴赫是最早享有某种音乐版权的作曲家。

14:29 他的价值通过作品来源和声誉流传。

14:32 我观点是需要为创意创新创造新价值体系。

14:36 版权在充斥AI内容的世界里不再适用。

14:41 这对依赖IP生存的许多创作者来说或许很可怕。

14:44 问题是，没了版权他们靠什么生活？

14:46 他们拥有的，是与欣赏他们作品人的人类关系。

14:49 必须有全新价值体系，

14:51 否则我认为创作将灭亡。

14:54 而旧势力拼命保护版权和大品牌IP，

14:57 这很自负，

14:59 认为自己能拥有最初的创意。

15:02 生物科技例外，研究和专利阻力大，没专利没人创新。

15:06 创意领域AI带来零阻力，

15:09 版权成了创新路上的巨大障碍。

15:13 这让我想起托马斯·杰斐逊关于设计专利制度时说，

15:17 “我把火点到你灯上，你可以用我的火不会少我的火。”

15:21 他用此比喻思想传播，

15:25 别人可以利用你的思想而不损害你。

15:27 看来我们需要更新长期持有的制度。

15:32 这让我想起狄更斯在美国巡演，因版权被侵害而感到震惊。

15:36 他觉得美国人简直野蛮。

15:39 也许这是未来。

15:41 谁知道呢？

15:42 五年内我们会知道。

15:44 我的另一个争议观点是，我在行业里多年，

15:50 见过许多情况。

15:51 我曾在A16Z和C6（注：机构简称）工作，

15:57 现在作为开发者开始构建产品，

16:00 我认为并非所有加密产品都必须是去中心化协议带代币，

16:06 而“去中心化”一词太大，一切都混为一谈。

16:09 但我们看到技术如此优秀，你可以构建出优秀应用和商业模型，

16:14 不必去中心化，

16:16 这也没问题。

16:18 利用加密技术打造新产品和消费体验，

16:21 我们看到这种趋势。

16:24 我不知是否可说名字，但现在有不少成功的加密公司，

16:28 不必是去中心化协议，

16:30 却巧妙利用技术创造全新品类。

16:34 这令人兴奋。

16:38 我希望，

16:39 想造新产品的开发者能这样想，

16:41 而非只想“我要造加密产品。”

16:43 他们应该想“我要造个了不起的东西”，加密只是工具，是技术栈一层。

16:47 我们见证了稳定币的趋势，

16:51 终会变成谈论美元而非稳定币，

16:54 人们会直接谈价值，

16:54 可靠体现价值的工具，

16:56 我想到最近的思考是加密和AI的区别，

17:00 感觉像是笑话开场。

17:02 不是，我认真说。

17:03 用户感受到AI，体验里见得着。

17:06 无论是生成艺术还是对话机器人。

17:09 但加密往往完全隐形，

17:12 这很酷。

17:14 前端后端的区别。

17:16 说说Justin和他的音乐事业，

17:18 Michael，你是魔术师，

17:19 魔术如何影响你看待创作者经济？

17:22 很多方面。

17:23 魔术和知识产权历史疯狂，

17:26 魔术无法版权保护。

17:29 你能写下来版权保护手稿，

17:31 但魔术表演不受版权保护。

17:33 魔术史上充满相互抄袭、重组点子。

17:37 我导师Aussie Wind极其厉害，

17:39 你没看过？

17:40 他超棒，

17:41 曾问过我，买套20美元的牌组，所有人能玩同样魔术，

17:44 好魔术师和差魔术师区别是什么？

17:46 答案是人。

17:49 他表演魔术，那体验要好千倍。

17:52 所以魔术世界的现状也就是Justin所说的。

17:55 所有艺术终将失去知识产权防护，

17:58 靠人性和独特性打动人。

18:01 Arthur C. Clarke有句名言，

18:03 任何足够先进的技术

18:04 都难以与魔术区分。

18:05 真是经典。

18:06 魔术师总领先大众两三步。

18:09 我不能透露原因，

18:10 魔术里面的技术早10年前高中我就玩过，

18:14 现在成了大家口袋里的消费品。

18:16 真的？

18:16 不能用来做魔术了。

18:17 完全是。

18:18 能举例吗？

18:19 听起来疯狂。

18:20 新款Meta眼镜。

18:22 对。

18:22 你手上有。

18:22 用手画字打字。

18:23 魔术师早玩这一概念，

18:25 不是这一技术本体，

18:26 概念十年前就有。

18:28 很有趣。

18:30 你们启发来源？

18:32 谁激励你们？

18:33 我提过John Mayer，

18:36 还有朋友Zed，技术前沿DJ，创大热单。

18:38 技术方面，我推Brian Chesky，

18:40 真好的人，

18:42 在重重挑战中把Airbnb做成革命性公司，

18:45 改变了我们对世界运作的看法，

18:48 我希望我们能从加密角度做到。

18:50 回到魔术。

18:51 我推荐三位现役魔术师，必看。

18:54 Aussie Wind,

18:56 Doug McKenzie,

18:57 David Blaine。

18:59 理由各不同。

19:01 Doug是技术最前沿魔术师。

19:04 David Blaine极具感染力，为难自己极限。

19:07 看他表演，你就想我也能。

19:09 他尝试屏住呼吸9分钟，太厉害。

19:12 准备好来个快速问答？

19:13 走吧。

19:14 作为创始人得到的最糟糕建议？

19:15 简单答案，找聪明人就行。

19:17 尤其区块链或相关行业，

19:20 必须用产品，才能有正确文化视角。

19:22 光请工程师、期望教他们加密文化根本行不通。

19:24 这是最糟建议。

19:26 我本来要说的。

19:27 那个偷了我的。

19:27 不用说名字。

19:29 提升效率的诀窍？

19:31 语音笔记。

19:32 录语音，AI做摘要。

19:33 我用Zoom会议做笔记。

19:36 不常看，但想法记下来，

19:38 不是原稿，而是AI提炼后存在笔记里。

19:41 非常有帮助。

19:44 我经常想很多事，能归纳很有价值。

19:47 用语音和AI的结合很好。

19:50 我常用AI配音读博客。

19:52 有个Chrome插件Speechify连我邮件，

19:54 看邮件时自动读。

19:57 另一个插件截取重点，存入笔记工具Obsidian，

20:00 很多人用，日常必备。

20:03 我用苹果笔记。

20:05 不，Obsidian是史上最强笔记工具。

20:06 我试过用，后来还是回苹果笔记了。

20:08 习惯决定一切。

20:09 我一直让人推荐书，也欢迎推荐歌或其他艺术品。

20:11 近读的最值得停下来记笔记的是《君主论》。

20:14 还有一本

20:15 关于技术和加密，理解比特币、

20:18 稳定币、美元、联储、印钞那些东西，

20:21 是Lyn Alden的《Broken Money》。

20:23 不错书。

20:24 一本经济学一本政治学。

20:27 Machiavellians我也读了，

20:28 是A16Z内部喜爱书，Mark Andreessen常提。

20:29 我也从他那听说的。

20:30 政治洞察很多。

20:32 强烈推荐。

20:33 我生日时弟弟送的《被讨厌的勇气》。

20:35 非常棒，

20:37 我网络上被众人讨厌那段时间读它，

20:39 改变了很多看法。

20:41 它在当下非常适合想获得最大关注度的人。

20:44 买藏着，心情不好时读。

20:46 否则没太大作用。

20:47 如果心情好，飞得高，

20:49 不太能激起共鸣。

20:50 对。

20:51 音乐方面，听专辑是失传艺术，

20:53 长时间专注完整讲述艺术家故事，

20:55 我强烈推荐听专辑。

20:58 最后推荐最新Rufus Du Sol专辑，

21:00 他们的最好专辑之一。

21:02 之前也很棒，

21:04 我真的很喜欢。

21:06 几首音效突破。

21:07 必听两遍。

21:08 精彩。

21:09 顺便说一下，我们播客用的是Justin你的歌，

21:12 谢谢你的支持。

21:14 曲名叫“Shine That You Created”，

21:16 未公开曲，现在被妥善保管。

21:18 听A16Z Crypto的媒体都能听到。

21:21 喜欢。

21:22 感谢。

21:23 一言以蔽之，

21:24 最后的问题，最小的坚持点是什么？

21:25 我来一个。

21:27 室内家具禁止放户外衣服。

21:28 非常棒。

21:29 你和老婆肯定合得来。

21:31 我也觉得。

21:32 科技上我还坚持，

21:34 NFT尤其是ERC721或1155，

21:37 是表示网络数字资产最酷技术创新。

21:40 它们会无处不在。

21:41 不管媒体说什么，头条怎样，

21:43 它们没死。

21:45 误解是什么？

21:47 都是投机层面猜测。

21:50 有人以为它像互联网一样是昙花一现，

21:53 没人用，

21:54 但互联网成为了信息高速公路。

21:57 NFT也会照此发展，

21:58 数字所有权很重要。

22:00 Instagram认证徽章一度意义重大，

22:02 代表信号和数字身份，

22:05 NFT依然有这样的作用。

22:07 只是遭一些项目滥用流行叙事，

22:09 赚钱快捷。

22:10 但数字所有权才是重点，

22:13 尤其结合刚才AI让阻力归零讨论，

22:17 谁是原创、沿革、公开账本，

22:20 必然趋势，

22:22 身份或艺术层面，

22:23 随处可见。

22:24 只是时间问题。

22:26 Eddie Lazar在A16Z说过，

22:28 我很喜欢。

22:29 他是CTO，很棒。

22:31 忘了主题是什么，

22:32 大概是NFT和所有权，

22:34 他说真所有权副作用是转手方便，

22:38 容易转让你会看到很多人转来转去，

22:41 买卖其实是副作用，

22:43 核心是拥有权。

22:44 我喜欢这种视角，

22:45 真所有权，

22:46 我们都支持。

22:47 Michael，Justin，非常感谢你们来聊。

22:49 非常感谢。

22:51 很开心。

22:52 谢谢。

22:53 Q shine。

22:54 是的。

23:08 [MUSIC PLAYING]

0:00 You don't get any data, there's no CRM for any creative.

0:02 You don't know who the top 1% of your Spotify listeners are.

0:05 You don't know who the top watchers of your YouTube videos are.

0:07 And you can't directly communicate with those people.

0:09 Creator platforms, you might pay somebody like $5 a month

0:12 to get access to their exclusive content.

0:13 But with Bond, what you're doing is you're actually only paying

0:16 or bonding $5 one time.

0:18 You can withdraw and get your $5 back at any moment in time.

0:22 But while you're bonded to them, they earn interest on your $5.

0:25 Bond is some middle ground where the fan and the creator

0:29 have that direct connection and it costs $0.

0:32 We think that relationship should 1,000% be on chain

0:34 because you can't take your audience with you if a platform like TikTok goes

0:37 down.

0:38 Justin, Michael, thank you guys both so much for coming on the show.

0:46 Thanks for having us.

0:47 What is the biggest misconception that people have

0:50 about the problem that you're solving?

0:52 I think we both have an answer, so you can go first.

0:54 You want me to go first?

0:55 You can go first.

0:56 My spicy take is that people assume all creativity

1:00 should be valued and that creators should be paid,

1:02 which I definitely believe to be true.

1:04 But the prerequisite to any of these themes of creator monetization

1:08 is actually knowing who your audience is.

1:11 Biggest problem in web 2, you don't get any data.

1:13 There's no CRM for any creative.

1:15 You don't know who the top 1% of your Spotify listeners are.

1:18 You don't know who the top watchers of your YouTube videos are.

1:20 And you can't directly communicate with those people.

1:23 And so I guess my take is before you start thinking about creator monetization,

1:28 just knowing who cares about you as a creator

1:30 is one of the biggest unlocks that blockchain provides.

1:33 And what I would say is there have been numerous,

1:37 as you know, creator crypto products that let creators earn on chain

1:41 on the internet in various ways.

1:42 And the way that usually works is through some form of like trading volume.

1:47 So whether that's, you know, a meme coin or a content coin trading

1:50 or an NFT secondary royalty, it's the same idea.

1:53 And what that means is that creators earn more money as trading volume grows.

1:58 But what we believe is that creators should earn more money as their audience

2:01 grows, right?

2:02 You could have a thousand very active traders trading your stuff

2:05 and make some good trading fees off of that.

2:07 But that has no tie at all to your content that you're creating as a creator

2:10 or how big you are getting in the world and how many people are seeing your

2:13 stuff.

2:13 Yeah, because trading is more of like a mercenary behavior.

2:16 You know, you're trying to make money off of something

2:18 versus this complete other type of thing where you want to develop

2:21 like a loyal fan base and a loyal following.

2:24 People who want to have this like long-term relationship with you.

2:26 Those two things would seem to be, you know, opposed.

2:30 A hundred percent.

2:30 Yes.

2:31 And we think that relationship should 1000% be on chain

2:34 because you can't take your audience with you if a platform like TikTok goes

2:37 down.

2:38 So why on chain?

2:39 Why is crypto necessary to solve this problem?

2:42 Oh man, do you want to take that to start?

2:45 Sure. I think I'll give two answers to that.

2:47 Yeah. I think the first is, you know, putting whatever this relationship is,

2:51 economic relationship in our case on chain is just that better because it's

2:55 open,

2:56 it's transparent, everything can be seen.

2:58 And especially with the fact that like typically it's through wallet addresses

3:02 so the creator might have a wallet address and the user will have a wallet

3:05 address.

3:06 Now in theory, they have a direct way to communicate with each other.

3:08 Okay. So that's like sort of like the table stakes reason.

3:11 But I think the more interesting reason is the way that our protocol works,

3:15 you need a blockchain to do it, right?

3:17 And so we could in theory maybe build it on centralized rails,

3:21 but that would require many intermediaries and lots and lots and lots and

3:26 thousands and thousands

3:26 of lines of code, whereas ours is 500 lines of code and simple.

3:31 Touchy BT said it's almost impossible for us to build what we've built.

3:33 Yeah. And obviously our rails.

3:35 I just do them.

3:36 It takes six to nine months to create an MVP.

3:39 Whereas we were able to do it in like two, you know, so.

3:41 So this speaks to the ability in crypto to have interoperability,

3:45 composability to sort of build off of the Lego blocks that other people have

3:48 already created

3:49 and instantly just sort of like be able to ship a product.

3:51 100%.

3:52 Which is the biggest problem that creatives have had

3:54 as they've like expanded across all these different social platforms is there's

3:57 no unified

3:58 database of who cares about the creativity that you've put out in the world.

4:01 But that's not even just as a creator, but even a social graph, right?

4:04 Where like nowadays on Instagram, you know, my friend, one of my best childhood

4:08 friends had twins.

4:09 I didn't even know because it didn't show up in my feed, right?

4:12 And so there's no real relationship that exists

4:15 beyond the algorithm in social media these days.

4:17 And, you know, the stuff that we're building and many other projects

4:20 are beginning to sort of explore what the alternatives look like.

4:23 I recently had a kid and I've not posted about it.

4:25 And I mean, this weird limbo area where I feel like a lot of people don't know

4:29 that I.

4:29 I didn't even get a photo.

4:30 You didn't even get a photo.

4:31 You know, it's kind of covert, you know?

4:33 It feels like it hasn't really happened.

4:36 We have a tree falls in the forest.

4:38 Does it make a sense?

4:39 Exactly.

4:39 Yeah, I like that.

4:40 That's good.

4:41 I get that.

4:42 That totally makes sense.

4:43 To your point about being able to sort of like bootstrap this thing on crypto

4:47 rails,

4:47 I think we're seeing something analogous in, you know, the neo-bank kind of f

4:51 intech area

4:53 where a lot of these startups are realizing that they can instantly go global

4:57 if they use stablecoins rather than having to like develop all these local

5:01 integrations

5:02 with different places and, you know, conform to various local markets.

5:06 They're able to sort of get up and running just by adopting crypto rails.

5:11 And so you're kind of seeing a similar benefit.

5:13 It seems like not in like the fintech area.

5:15 I mean, I guess it is a fintech product.

5:16 And what I'd say to the creator economy.

5:18 100% and what I'd say to is once you get the stablecoin,

5:22 you get access to like all these great things, right?

5:24 You get the vault.

5:25 You get the splits.

5:26 You get the payments, instant settlement, all the magic that we love.

5:28 The problem though is still actually getting the stablecoins, right?

5:31 So the on ramp is still a challenge, especially if we're looking to onboard the

5:34 mainstream.

5:35 That's going to have to improve.

5:36 What's the issue there and how do we overcome it?

5:38 The simple.

5:39 No one supports credit cards.

5:40 Well, yeah, that's the simple version.

5:41 I think people are so used to the convenience of Apple Pay and credit cards.

5:46 And, you know, you have all these different chargeback fraudulent issues that

5:51 arise when

5:51 you convert a credit card fee to a stablecoin.

5:54 And so we initially enabled debit cards for a lot of things.

5:57 And what's funny is I myself didn't even have my debit card and my Apple Pay.

6:01 And I couldn't even find it.

6:02 And it was expiring.

6:03 I started asking friends, I'm like,

6:04 how many of you guys actually use debit cards?

6:06 And the response mostly came back as like none, like zero out of 10 data points

6:12 to people

6:12 actually keep their debit cards on Apple Pay.

6:14 And so I do think the biggest barrier to entry for mainstream engagement in non

6:18 -speculative

6:19 crypto products is just that on ramp.

6:21 And I think that in the 11 years I've been doing crypto things, this is the

6:25 first time

6:26 the regulatory environment and the companies are sort of ready to take that to

6:28 the next level.

6:29 I've read about a trend of like younger generations, as particularly in the US,

6:34 liking debit cards and actually using them more than like millennials and so...

6:39 Oh, interesting.

6:40 I'm asking my millennial friends the question.

6:42 So, you know...

6:42 Yeah, I'm a millennial.

6:43 So this makes no sense to me.

6:44 I use credit cards.

6:46 My friends are not debit cards.

6:47 Okay.

6:48 Yeah, I mean, you know...

6:49 Also, I'm trying to fish around the points.

6:50 I think I'm technically Gen Z.

6:52 All right, I made that right.

6:52 Yeah, okay.

6:53 I don't even know.

6:54 Justin, this is a problem that is deeply personal to you,

6:58 because you are an artist.

7:00 You make music.

7:01 Tell me about your journey.

7:03 It's such a long and fantastic story, but I studied finance in college,

7:07 dropped out and became a DJ in the early days of dance music being a thing in

7:11 America.

7:11 So this is 2010, 2011.

7:13 And I actually met the Winklevoss twins while I was playing one of my shows in

7:17 2014,

7:18 while they were building their exchange called Gemini.

7:20 And that's how I discovered Bitcoin.

7:21 They've got a band, too.

7:22 Oh, yes, they do.

7:23 And they're quite good.

7:24 They've always been into music.

7:25 And so we sort of connected on the passionate about finance level, on the music

7:30 level.

7:30 And that's how I discovered Bitcoin.

7:32 But it didn't really start getting engaged in the ecosystem until, like,

7:35 Ethereum 2017, when I started realizing, "Oh, wow, there are all these

7:39 applications

7:39 that I wish I could have had as a musician when I was starting my career."

7:43 And I've kind of been focused on that since 2017 in lots of different realms

7:47 and lots of different experiments.

7:48 The biggest barrier to entry has been that on-ramp.

7:49 For me, though, my attraction to blockchain technology in general is my

7:56 experience as an

7:56 independent artist.

7:57 And I'm sure you've heard of a couple of these, but to give you an example,

8:00 there's Chance the Rapper, and there's another rapper named Russ who's really,

8:05 really amazing at telling his story about being an independent artist and how

8:09 challenging that is,

8:10 how it's been over the past 10 years, and how you just get no data.

8:13 And you don't know anything about, you sell tickets, you don't know who those

8:17 people are.

8:17 You don't get their emails, ticker master controls your emails.

8:20 You grow up following on Instagram, they change the algorithm.

8:23 How do you reach that fan base?

8:25 Those fans definitely still care about that music.

8:28 They're just seeing a bunch of slop that re-hypoticates their attention to more

8:33 advertising

8:33 revenue, because that's sort of what Web2 is incentivized around.

8:36 And so for me, crypto has been a force that I feel the next generation of creat

8:44 ives

8:44 across the board, not just musicians, can use to really maintain that

8:48 independence

8:49 and maintain their biggest share of the pie when it comes to their revenue.

8:52 As you know, most creators have managers, agents, lawyers, all of whom take

8:56 fees along the way.

8:57 And if you were to compare that to the structure of a company and a VC

9:01 investing in that company,

9:02 a lot of creatives actually end up giving over 40% of their income just in

9:07 commissions.

9:08 Wow, 40%.

9:09 Exactly.

9:10 And so the theory that I've always played with is in my head in crypto, like

9:13 the core theory is,

9:15 if you can align incentives and connect directly with a fan base,

9:19 they'd provide more value than the 40% commission you're paying your team.

9:23 And it's a relatively controversial taking the music business because, you know

9:26 ,

9:26 there are lots of people that don't make music that have jobs based on these

9:30 types of roles.

9:31 And yet, the industry still lives in a world from like 20 years ago where

9:35 royalty accounting is

9:36 absolutely garbage.

9:37 There's tons of fraud.

9:38 I mean, the story just came out the other week that Calvin Harris is business

9:41 manager.

9:42 I ended up firing a while ago in Bezelton, out of like 22 million in a real

9:46 estate deal.

9:46 You know, and so these sort of like conventional slimy takes that you hear

9:50 about the music industry

9:51 are all true.

9:52 And blockchain as a transparent layer, as an open layer just was so obvious to

9:57 me back then,

9:58 could help solve all the problems that I was experiencing.

10:01 And so I've sort of dedicated my life to, you know, making it work.

10:04 And I think, you know, 2025 is the first year we have the regulatory

10:07 environment to push it.

10:08 I think people might be familiar with a service like Patreon where you can

10:12 support creators or

10:14 sub stack. You subscribe to various content creators and they get a portion of

10:17 the revenue,

10:18 a large portion.

10:19 What separates what you're doing from those existing options?

10:23 Like on Patreon or sub stack or even Instagram or any of these other creator

10:26 platforms,

10:27 you might pay somebody like $5 a month, right?

10:29 So every month you're paying the $5 to get access to their exclusive content.

10:33 But with Bond, what you're doing is you're actually only paying or bonding $5

10:38 one time

10:39 with the catch that once you bond your money, you get access to their exclusive

10:44 content,

10:44 whatever that might be.

10:45 Maybe, you know, it's a chorus, an exclusive, you know, song, a blog, etc.

10:50 But the catch is that you can withdraw and get your $5 back at any moment in

10:54 time.

10:55 But while you're bonded to them, they earn interest on your $5.

10:59 And so that's how they earn money.

11:01 And so instead of me paying you $5 directly, I am bonding $5 to you one time.

11:06 And as long as I'm bonded to you, you're earning interest.

11:09 And what this creates is this really cool new dynamic where now, instead of

11:12 being able to say,

11:13 you know, I have a thousand subscribers, you can say I have $1,000 bonded to me

11:18 , right?

11:19 Which is a very new social metric type of signal that I think creators are

11:22 going to

11:23 really like and use.

11:24 We started with your worth more than your follower count because there's so

11:27 many bots.

11:28 There's no way to really value your social graph as it applies in Web2.

11:32 And as Michael said, you know, if you get a thousand fans to stake or to bond $

11:37 5, that's cool.

11:38 You also have fans that are bigger that might want to get recognized by you as

11:42 a creator.

11:42 And they might be willing to stake a little bit more money and bond $5,000, $10

11:46 ,000.

11:46 And now all of a sudden you as the creator can tell, okay, who really cares

11:52 about me?

11:52 Maybe I'll do a lot more for you.

11:54 And what bond is, is it's somewhere between a follower and a subscription where

11:58 , as a creator,

11:58 it's a lot to ask your fans to pay $5 a month for a subscription.

12:02 And, you know, you're then obligated to give them new content.

12:06 They might stop the subscription and you're like asking them for something that

12:09 feels like

12:10 sort of disingenuous when you ask someone to subscribe.

12:13 A follow is, you know, really worthless in the sense that, you know,

12:17 the algorithm then decides what you see and how you interact.

12:20 Bond is some middle ground where both the user, the fan, and the creator

12:24 have that direct connection and it costs $0.

12:27 The beauty of the mechanic is in the DeFi component where now, instead of

12:33 keeping your money

12:33 in a checking account, you might spread that money between a lot of creators

12:36 that you like

12:37 just to get access to them.

12:38 Something that you just couldn't do in an Instagram or a TikTok environment.

12:42 And you say cost $0 because you can bond some amount of money.

12:46 Like say I bond $20 to you as a musician. I like your music.

12:49 I want to get access to all the behind the scenes sort of material.

12:52 And then I can pull my money out pretty much whenever and have that back.

12:56 Exactly.

12:56 Yeah, exactly.

12:57 You're basically taking like a business model that it's well understood in

13:00 Fintech and finance.

13:02 There's this like shadow economy of, you know, the Starbucks mobile app is kind

13:06 of like a bank.

13:07 And everybody's accounts that they just leave their pennies in there.

13:11 You know, on an aggregate scale, Starbucks makes a lot of money off of that in

13:15 interest.

13:15 You're taking this sort of like business model that's pre-existing and is

13:18 almost like a bug

13:19 for user experiences elsewhere and turning it into a feature.

13:22 I'm actually going to choose to stake some of this money or bond it.

13:28 And it's going to be transparent and open that I know that the artist is going

13:31 to get rewarded.

13:32 Yeah, exactly.

13:32 And what I'm, you know, a problem that creators have is now with all the

13:35 different platforms,

13:36 right? It started out with just Facebook.

13:37 Now it's everything, you know, even before that Myspace.

13:39 Who do I even know to respond to, right?

13:42 Like, I owe the people that care about my musical response if they have a

13:46 question,

13:46 if they have a story.

13:47 There's just no way for me to filter how much someone cares in Web2.

13:52 With bond, if somebody has money staked on me, at the end of the night when I

13:56 go to sleep after a show,

13:57 more likely to respond to those people than the random spam that I get with

14:01 random ads on Instagram

14:02 or on TikTok or wherever it might be.

14:04 And so we think about bond, not just as a new mechanic for online relationships

14:10 .

14:10 We also think of it as the first creator CRM because there's literally no data

14:16 you have access to

14:17 when you build an audience on any other platform.

14:19 Salesforce for artists.

14:21 I mean, there's all these analogies, right?

14:22 It's like Patreon, but it's not.

14:24 It's Salesforce and it's not.

14:24 And I think that's our biggest challenge in starting this new idea is this is a

14:28 behavior

14:28 that users aren't used to and creatives aren't used to, right?

14:31 A user is not used to being able to get their money back instantaneously at any

14:34 time.

14:35 You know, they wait, let's say you buy something and you return it.

14:37 It's like, let's say you buy a bunch of T-shirts online, you got to wait a week

14:40 before the credit card payment gets reversed or with a ticket you buy it.

14:44 Maybe you don't want to go to the show anymore.

14:46 Now you have to list that on StubHub.

14:47 It's a lot of effort to receive that refund.

14:50 With stablecoins, everything is instantaneous, permissionless, and 24/7.

14:54 My favorite story about getting into crypto was just using Ethereum on the

14:58 weekend and

14:58 showing my dad that it takes a couple minutes to move money anywhere in the

15:01 world.

15:02 That was in like 2017.

15:03 And with stablecoins and with all the new positive regulation,

15:06 we now have new tools to create a completely new environment for creatives to

15:10 interact with

15:11 their biggest supporters.

15:12 We also don't even necessarily think it stops at creators.

15:14 You can imagine somebody who has medical debt that starts to go fund me.

15:17 Instead of now donating to pay off that medical debt, you can just bond to that

15:22 person

15:22 and they can use your interest to pay off that medical debt, right?

15:24 So this is just a completely new mechanic that begins with creators

15:28 because everything good usually begins with creators.

15:31 And we hope to just expand the idea of interest-bearing online connection

15:38 to lots of other spaces on the internet.

15:40 Why now?

15:41 Like, why is the world ready for this now?

15:43 I asked this because, you know, back in previous cycles of the crypto market,

15:48 there were a lot of hopes placed on being able to compensate creators for their

15:52 work.

15:52 There was a lot of interest in NFT royalties and things like that.

15:56 It didn't really pan out to the degree that people had thought.

15:59 What's changed between then and now and why is the world

16:03 you know, ready to receive this kind of new product?

16:07 I think a few reasons.

16:08 First, from a technical side, the tech is kind of ready, right?

16:12 Like, we have layer twos with like sub-penny transaction fees.

16:16 We have stablecoins.

16:17 We have really amazing SDKs and wallet infrastructure where people can come to

16:22 our site

16:22 and we can give them a wallet with them not even knowing that there's a wallet.

16:27 Like, they can just sign up with your email.

16:28 We can also sponsor their transaction.

16:30 So when you're using the bond website, for example, normally and you'll have

16:34 like

16:34 pay Ethereum gas to like do a transaction, you don't even know that there's an

16:37 Ethereum

16:38 transaction going on on the bond platform because it's all hidden behind the

16:41 scenes.

16:41 But that is because there have been many companies that have worked really hard

16:45 to build

16:46 really incredible infrastructure to enable such a seamless experience.

16:50 Because even like when you asked to describe what we're building,

16:53 we didn't even need to mention crypto, right?

16:55 It's not required.

16:56 And so if we're trying to get the mainstream onboarded, it's very important

16:59 that the experience just feels seamless.

17:01 That's from a technical side.

17:04 The other thing I'd say is that Patreon and Substack and these other

17:07 subscription platforms

17:08 have been around.

17:09 But other platforms that are like the Instagrams and the Twitters of the world

17:13 have started to incorporate subscriptions into these profiles.

17:16 So like you can subscribe to a Twitter profile or Instagram profile.

17:19 People just have like subscription fatigue, right?

17:22 I, there was like maybe 100 creators that I would love to support because I

17:26 read their posts.

17:27 I follow them.

17:28 But I don't think I'm going to pay them five bucks a month, right?

17:31 There are some creators that I see have like a quarter of a million followers.

17:35 And when you click in, only 250 paid them five bucks a month as subscribers.

17:39 That's a huge gap, right?

17:42 So what is a better mechanism for me to support these creators that I love?

17:46 It's cheaper, you know, it's easier and it's less of like a mental burden.

17:49 And so I think as everyone sort of warming up to this idea of subscribing to

17:53 people,

17:54 we think that this is a better way of doing that.

17:56 So you said subscribing to people, which, you know, just to push back a little

18:00 bit,

18:00 we're in this time when AI has made it so easy to generate content.

18:04 Some people might argue that the cost of content creation is crashing to zero.

18:09 What happens in that world?

18:11 What happens to the creator economy?

18:12 That brings me to my most controversial take.

18:15 Great.

18:15 I'll tell a quick story and then I'll go into the answer.

18:19 There's nothing like watching John Mayer play the guitar live.

18:22 It's one of the best music experiences I've had as a DJ.

18:25 I can play guitar, but not really.

18:27 And watching John play is something that is an indescribably valuable

18:31 experience

18:32 that, you know, I've had the privilege of hanging out with him

18:35 and watching him play a couple of times.

18:37 And every time it gives me so much value, like he's received almost no

18:40 compensation

18:41 outside of the ticket, you know, which is some money.

18:44 But realistically, he's given me way more value than the value of that ticket,

18:46 right?

18:47 And the merch.

18:47 And the merch that I don't own yet.

18:48 I saw him perform at Beth Elle Woods, which is like where the real woodstock

18:53 took place.

18:53 He played with the Grateful Dead.

18:54 It was fantastic.

18:55 Wow.

18:55 He's an incredible show.

18:56 Also talked to him about Bond a couple of weeks ago and he got it pretty

18:59 quickly.

19:00 My controversial take as it applies to sort of AI content is

19:03 people will find value in the human curation surrounding that content.

19:09 Because, you know, when things are just like prompt to content,

19:13 you can usually tell like eventually it will be relatively indistinguishable.

19:16 But the biggest variable in creativity is less the actual creative act and more

19:22 curation.

19:23 And it has been for a while.

19:24 So when I sit down to make a song, I'm curating all these different sounds

19:27 to create the final version of the song.

19:29 That's my skill set.

19:31 And that's what feels the most human to the listener.

19:33 And so I think in that sense, people will appreciate the human input.

19:37 It's just that the friction to execute your creative ideas has now gone to zero

19:41 ,

19:41 which brings me to my controversial take, which is that IP as it relates to

19:44 creativity,

19:45 I think is going to completely disappear.

19:48 I don't think that any of the laws are actually enforceable,

19:50 and any of the precedents are enforceable.

19:52 And if you look at the history of copyright, it's not very old.

19:55 Especially it applies to music.

19:56 Master recording rights didn't even exist up until the 70s.

20:00 So no one even owned the underlying recording,

20:02 except for the record labels.

20:03 There were no laws because the labels just owned everything.

20:05 They owned 100%.

20:07 And it was only until the 70s that musicians actually even received

20:10 any portion of income from their recordings.

20:12 They also controlled, you know, the labels control the physical distribution as

20:15 well.

20:15 And so copyright as a concept is kind of becoming antiquated by the existence

20:19 of AI.

20:20 And I actually think it holds us back a lot.

20:22 And so the contrary opinion to this is well, like,

20:24 how do you pay all the people that came up with the ideas first?

20:27 And my response to that is,

20:29 work human beings were kind of unlimited.

20:32 If somebody had an idea 200 years ago, they couldn't even record it.

20:37 What if they influenced all these generations of people that led

20:41 the first copyright holder to their idea?

20:43 They're not getting compensated along the way when copyright didn't exist.

20:46 Johann Sebastian Bach was one of the first musicians of all time

20:49 to have any sort of rights associated with his music.

20:52 His value lives on through his provenance,

20:54 through his reputation of being one of the best composers of all time.

20:58 And so my opinion on this is we just need to create a new value system for

21:02 creativity.

21:03 Copyright is just not it and cannot be in a world of rampant quality level AI

21:07 content.

21:08 That sounds like a very scary prospect, probably, for a lot of creators

21:11 who are used to relying on their IP and making their entire living off of it.

21:16 That's the question is, in a world where they won't be able to do that anymore,

21:18 which I think is inevitable, what do they have?

21:21 Well, they have the human relationship with the people that appreciate their

21:24 work.

21:24 And so we need to come up with an entirely new value system.

21:26 Otherwise, I actually think all of creativity is doomed.

21:30 And so you've got sort of the incumbents that are like,

21:32 we got to pass for our rights and for the Mickey Mouse IP or for this song IP

21:37 that's really big,

21:38 that somebody remakes.

21:39 And in reality, I think it's so egotistic to think

21:42 that we could ever own an idea in the first place.

21:44 This might not be true of biotech, just to juxtapose it for a second.

21:48 When there's a lot of research and friction that goes into an idea,

21:51 patents and stuff, I understand are necessary because without that,

21:54 people aren't even incentivized to innovate, right?

21:56 Because someone could just copy, cat it, and all of your work and money

22:00 and time that you spent on research is irrelevant.

22:03 And so people would be less incentivized to build really complicated things

22:07 if that type of IP law didn't exist.

22:09 But as it implies to creativity where the friction is really going to zero,

22:12 anywhere where friction is zero with the advent of AI,

22:15 I just believe copyright is a huge force against innovation in those spaces.

22:21 This reminds me of a quote from Thomas Jefferson,

22:24 associated with when he was kind of developing the patent system in the US.

22:28 He sort of walked through the logic of it saying,

22:30 if I light my candle to yours, you can take my fire without diminishing mine.

22:35 And he talks about this as like an analogy for the spread of ideas.

22:38 You know, other people can benefit from and use your ideas

22:41 without it hurting you as the creator.

22:43 But it sounds like we need an update on some of these systems

22:48 that we've held for a long time.

22:50 It also reminds me of, you know, I think Charles Dickens,

22:53 he did a famous tour in the US when he was the most popular writer of his time.

22:58 And I think he was horrified because in America,

23:00 everybody would just rip all of his works and they were publishing it,

23:04 left and right, not abiding by any copyright and he thought we were savages.

23:08 But maybe this is the way of the future.

23:10 Yeah, who knows?

23:11 We're going to know in the next five years, that's for sure.

23:13 It's getting really good.

23:14 My controversial take, unrelated, is I've worked in this industry for many

23:20 years now.

23:21 And I've seen that.

23:21 You have including at A6 and C6 and C6. Yes. And I think like now going to the

23:27 builder side

23:28 and like starting to build things, I think what I'm starting to think about is

23:32 I don't

23:33 necessarily think that every, we'll call it crypto product or product built on

23:39 crypto

23:40 needs to be a decentralized protocol with a token.

23:43 And because of how big that word is, everything just kind of gets lumped

23:49 together into that.

23:50 But I think what we're seeing, as I've said before, is the tech is so good that

23:55 you can just build great apps, great businesses that don't necessarily need to

24:00 be decentralized.

24:00 And that's okay.

24:02 Using these rails to create a great experience and net new financial products

24:06 or net new consumer

24:08 experiences. And we're actually seeing that happen, right?

24:10 And so I don't know if I can name names or not, but there are many successful

24:15 crypto companies

24:15 now that are, you know, I wouldn't necessarily call like a decentralized

24:19 protocol, but they're

24:20 using the tech in a way that's really amazing to just create new products in

24:24 the world.

24:25 And that's exciting to see.

24:27 And I hope that that is, you know, something that builders out there who are

24:31 like thinking

24:32 about, like, I want to build a new product.

24:34 They shouldn't be thinking about, oh, do I want to build a crypto product?

24:37 They should be thinking about, I want to build this great thing.

24:39 And crypto is like a tool and a means to get there, but it's not like on

24:44 building a whole

24:44 crypto product, right? Like, it's a layer on the stack.

24:46 Yeah, I think we're seeing this, you know, play out in stablecoins where people

24:51 talk

24:51 about stablecoins, but it's going to just sort of transition to this thing

24:55 where people are

24:55 talking about dollars. Like, it doesn't matter that it's a stablecoin.

24:58 I'm just talking about what it does at the end of the day, which is it

25:00 represents some

25:01 value for you in a reliable way.

25:02 Something around this that I was thinking about the other day is like, what's

25:06 the difference

25:06 between crypto and AI? And I feel like AI.

25:10 I feel like this is a setup for a joke.

25:11 No, it's not.

25:11 It's not like I was really thinking about it.

25:14 It's not, but I was really thinking about like, what's the difference for the

25:17 user?

25:17 And the difference is the user is going to feel the AI, right?

25:22 They're going to feel it in the experience, right?

25:24 As we know, we've seen thousands of these products and whether it's generating

25:27 art or

25:28 talking to charging BT or whatever, right?

25:30 Whereas crypto might actually be completely invisible, right?

25:34 And that's kind of cool.

25:35 I love that it's sort of this front end, back end distinction.

25:37 Yeah, exactly.

25:38 We talked a little bit about Justin and his musical career,

25:41 but I have to also say, Michael, you're a magician.

25:43 Yes.

25:44 How does that inform your work?

25:45 How does it make you think about the creator economy?

25:48 Well, a lot of different ways.

25:49 It's funny.

25:49 Magic and IP has a very crazy history because you can't copyright magic.

25:54 Like you can't like copyright or magic performance.

25:56 Like I could write down something and maybe copyright that,

25:59 but you can't copyright a magic performance.

26:01 And so magic history is littered with people ripping each other off, left and

26:05 right,

26:05 and remixing ideas.

26:07 Like, oh, I might see you perform one thing and take it

26:09 and do it over here and this and that and this.

26:11 It's funny.

26:11 One of my mentors in magic quite I respect immensely.

26:14 His name is Aussie Wind.

26:15 He's incredible.

26:15 Yeah, you haven't seen a show.

26:16 Oh, he's amazing.

26:17 You have the best.

26:18 You have to see him.

26:18 He actually posed this question to me one time,

26:21 which was like, you know, you can go to a magic store and pay $20

26:25 for like a trick deck of cards or whatever.

26:27 And, you know, just do the same trick as anybody else.

26:29 It's the same trick, right?

26:31 But what's the difference between like a good and bad magician, right?

26:34 And they came down to like, what else are we saying?

26:36 It's the person, right?

26:38 When Aussie Wind performs trick A and I perform trick A,

26:42 him performing is going to be like significantly better.

26:46 Like a thousand times better because he's just amazing, right?

26:48 And so it's funny because in the world of magic,

26:51 people kind of gave up.

26:52 They're like, we can't even copyright this stuff.

26:54 Like it's people are just going to get ripped off, left and right.

26:57 And so it forces the performers to be even more unique,

27:00 to like differentiate themselves.

27:02 Because otherwise you're just the cookie putter of like,

27:04 anyone else that can go to a magic store.

27:05 So it's almost like sort of the status quo for the magic world

27:10 is kind of what Justin was saying.

27:12 Like that this is where all art is headed, right?

27:16 That like, you're not going to have this defensibility

27:18 around your IP, your product, your ideas.

27:21 Right.

27:21 And it's about the human aspect, the human element

27:24 that you bring to it that people are going to connect with.

27:27 What's that amazing quote?

27:28 Anything, any sufficiently advanced technologies,

27:30 indistinguishable from magic, right?

27:31 Yes, Arthur C. Clark.

27:32 Yeah, amazing quote.

27:33 It's true, like, magicians are always like two to three steps

27:36 ahead tech-wise from like the rest of the world.

27:39 And I'm not going to explain what that is on a podcast,

27:42 because they don't be really feeling secret.

27:43 It's about like, I'll just say that there are like tech things

27:46 in magic that I was playing with over 10 years ago

27:50 in high school that now are becoming consumer products

27:53 that we have in our pocket.

27:54 Really?

27:55 And I can't use them as tricks anymore.

27:56 A hundred percent.

27:57 Yeah.

27:57 Can you give any examples?

27:58 Like, this sounds kind of crazy.

28:00 OK, the new meta glasses.

28:01 Yeah.

28:02 Right.

28:02 You have this on your wrist, right?

28:04 And you can type by drawing with your hands, right?

28:08 Right.

28:09 Magicians were playing with that.

28:11 Not not the exact tech, but like--

28:13 Conceptually.

28:14 Conceptually things dancing around that using technology,

28:16 like, you know, 10 years ago.

28:19 Oh, that's fascinating.

28:20 Yeah, which is really fun.

28:21 Inspirations for you guys.

28:23 Who do you look up to?

28:24 Who do you admire?

28:25 Who personally inspires your own creative pursuits?

28:28 I already mentioned John Mayer from a creativity standpoint,

28:31 and I would say one of my friends, who I also look up to,

28:33 Zed, who's also always been very tech-forward.

28:36 Fantastic DJ, mega-hit maker.

28:39 On the sort of tech side, I would say,

28:41 I think Brian Chesky is just a really great human being,

28:45 and has done some pretty amazing things

28:47 in the face of a lot of challenges.

28:48 And to see how Airbnb just revolutionized

28:51 in so many things, right?

28:53 And changed our perspective on how the world works.

28:55 I can only hope for us to sort of do that from a crypto lens.

28:59 Hmm.

29:00 I'll bring it back to magic.

29:01 I'll give three magicians that anyone watching

29:03 should, like, totally look up and watch their stuff,

29:06 because they've inspired me.

29:07 And I'll choose ones that are alive today,

29:08 so that, you know, you can all check it out.

29:10 So, obviously, Aussie went, like, for sure 100%,

29:12 the best Doug McKenzie and David Blaine.

29:16 And I love them all for very different reasons.

29:19 Doug, specifically, is sort of, like, the tech-forward magician.

29:22 And so he's, like, the most advanced on that front.

29:25 And David Blaine, he's just incredibly inspiring,

29:27 because he just pushes himself so hard.

29:31 And, like, you watch him perform, and you're, like,

29:33 listen, if he could, you know, stab a stake through his hand,

29:37 like, I can definitely, like, do this other thing.

29:39 I remember him trying to hold his breath under water

29:41 for, like, however many minutes, that's the same.

29:42 Nine, yeah, exactly.

29:43 Nine, ten minutes.

29:44 Exactly, exactly.

29:45 You guys have time for a lightning round?

29:46 Let's do it.

29:47 Sure.

29:48 What is the worst piece of advice

29:49 that you've ever gotten as a founder?

29:52 This is a very specific take,

29:53 but just hire smart people.

29:55 They'll figure it out, I think, is wrong.

29:57 Especially in any blockchain adjacent

30:00 or blockchain-specific industry,

30:02 you must use the product to have

30:04 the right cultural perspective.

30:06 And I think that just hiring a great engineer

30:08 and hoping to train them in the ways of crypto,

30:10 unless they're truly passionate about crypto, it doesn't work.

30:12 So I would say that's, like, the worst advice I've gotten.

30:14 I was going to say, that's exactly what I was going to say.

30:16 That was going to steal hands.

30:17 Oh, shit.

30:17 So, yeah, only one of that.

30:19 No need to name names.

30:20 What is your biggest productivity hack?

30:22 Voice notes.

30:23 Like, voice note to AI summary.

30:25 So, like, I use meeting notes on Zoom.

30:27 I don't always look at them, but, like, if I ever have an idea,

30:30 now I know I can just, instead of recording it, transcribing it,

30:33 and then leaving it in its current form,

30:35 I can have AI take the idea, refine it,

30:38 and now it's there in my notes.

30:40 And I think that's been really helpful

30:43 for me recalling thoughts and things that I,

30:47 you know, we're just thinking about all this stuff all day long.

30:49 And then there's a lot of things we think about.

30:50 And so being able to distill all of that,

30:52 I think with some combination of voice,

30:54 an AI is great for me. I use, like, a lot of, like,

30:58 AI generated voice for, like, reading blogs and stuff.

31:01 And so I have this pipeline where I have, like, a Chrome extension

31:04 with Speechify, and it hooks into my email.

31:06 So when I'm reading emails, I can just have it, like, be read to me.

31:09 And if I like things, I can, like, another Chrome extension,

31:12 which, like, takes a snippet of, like, a quote or a concept that I really like,

31:16 and then puts it right into Obsidian,

31:18 which is, like, the other tool that I know a lot,

31:20 every day, six, since it uses it.

31:21 Yes.

31:21 I mean, a lot of people look at you, so it's like this whole flow.

31:24 One of my messages.

31:25 I'm, like, Speechify to, you know, Obsidian.

31:28 Obsidian's, like, note-taking app, basically.

31:30 I just use Apple Notes.

31:32 Oh, no, no, no, no, no.

31:33 Obsidian's, like, the greatest note-taking app of all time.

31:36 I tried using Obsidian.

31:37 I also reverted back out.

31:38 Just so used to it, yeah.

31:39 Just going with the basics.

31:41 I've been asking people for a book recommendation.

31:43 Given your work, feel free to recommend a song too,

31:45 or whatever kind of art you think people should admire.

31:49 I think maybe the book that I've read recently that, like,

31:54 I stopped and took so many notes.

31:57 I'll give you two books again.

31:58 Yeah.

31:58 I took so many notes, and, like, it really,

32:00 maybe think about a lot of things.

32:01 A lot of things was the Machiavellians.

32:03 Oh, yeah.

32:03 That one.

32:05 And then, as it relates to, like, tech and crypto,

32:08 and, like, how do you wrap your head around this whole thing of Bitcoin,

32:12 and crypto, and stablecoins, and dollars, and the Fed,

32:15 and money printing, and, like, how do you wrap that all?

32:17 Lynn Alden's book, I think it's called Broken Money.

32:21 Yeah, Broken Money.

32:22 Those are two really good books.

32:23 I've yet to read, and definitely should.

32:26 Fantastic books.

32:27 One on economics, one on politics.

32:28 Yeah.

32:28 I've read the Machiavellians.

32:30 This is a beloved book within A16Z.

32:33 Mark Andreessen talks about it all the time.

32:34 Yeah, yeah.

32:35 That's where I got it from, though.

32:36 Yeah.

32:36 It says a lot about politics.

32:38 If you want to understand it, you can...

32:39 Definitely.

32:40 Learn a lot from it.

32:41 My book was a gift from my brother, actually, on my birthday.

32:45 The courage to be disliked.

32:47 It's fantastic.

32:48 And at a time in my life, where a lot of people on the internet

32:52 disliked me, it was a very, very great read,

32:54 and changed my perspective on a lot of things.

32:56 So that's up there for me on books.

32:58 Who's the same word about that?

33:00 I DJed at the Presidential Inauguration,

33:02 and a lot of people hate Trump.

33:03 That was this January.

33:04 Dead Mouse, another DJ, said something negative,

33:07 and then a bunch of other people piled on.

33:09 And I actually worked with racial Horowitz

33:11 on my very politically correct response

33:13 on what it means to be proud to be an American.

33:14 And I would have DJed for a camel.

33:16 I would have DJed for any president if they ask,

33:18 because I'm a proud American.

33:19 I love the freedoms we have in this country.

33:21 And that says nothing about my political beliefs

33:23 about immigration, just because I'm DJing in inauguration.

33:26 It doesn't mean you can make all these assumptions

33:27 about my beliefs on other things.

33:29 Also, pro-crypto president is probably good for my shareholders

33:32 and our work, but it's beyond that.

33:35 And so I read the book around that time,

33:36 and it was very helpful to be.

33:37 That's a good pick for artists who are, you know,

33:39 in today's day and age, when you're trying to be loved

33:42 by everybody and gain the biggest following possible.

33:45 The best time to read that book, like you should buy it

33:48 and put it on your shelf, but don't read it

33:50 until you're feeling like really down.

33:52 Because that's what it's gonna happen most in back.

33:54 Yeah, probably.

33:54 If you're happy and you're like, flying high,

33:56 you're like, I'm really glad.

33:57 It won't really stir.

33:58 Yeah, yeah, yeah.

33:59 That's actually good.

34:00 That's actually a good tip.

34:01 On the music front, you know, it's a cliche answer,

34:04 but, you know, a lot of people spend a lot of time listening

34:07 to individual songs.

34:08 And I think that the album is a lost art, right?

34:11 When you can listen to something undistracted

34:13 for 45 minutes to an hour and 15 minutes

34:16 and really understand the story that an artist is trying to tell,

34:18 I highly recommend people listen to albums.

34:20 And then it's relatively a cliche answer,

34:23 but I think that the latest Rufus Dusseau album

34:25 is one of their best.

34:26 Their previous albums are also incredible.

34:28 I just really, really love the new one.

34:29 There's a couple songs on there

34:30 that I think push a lot of boundaries, sonically.

34:34 And it's definitely a two-listen.

34:36 Amazing.

34:37 Well, I have to plug this actually.

34:38 Our podcast is using your music, Justin.

34:41 Thank you for supplying it to us.

34:42 A track called Shine That You Created.

34:44 A track that never came out that now is in good hands.

34:46 And now we'll be listening to you by anybody

34:48 who tunes into A16Z Crypto's Media.

34:51 We love it.

34:51 Thank you for that.

34:52 And I recommend that to anybody.

34:54 Nice.

34:54 Final question in the light year round,

34:56 what is the smallest hill that you will die on?

34:59 I have a good one.

35:00 Yeah.

35:00 No outside clothes on Inside Furniture.

35:03 Fantastic.

35:04 You and my wife would get along very well.

35:05 That's, okay, that's a really good one.

35:07 I'll do one for Tech then.

35:09 I, to this day, still believe that

35:12 an NFT, or specifically like ERC721 or 1155,

35:16 is one of the coolest technological innovations

35:19 for representing digital objects on the internet.

35:21 And they are going to be everywhere.

35:23 So regardless of what people say in the media

35:25 what the headlines are, they are not dead.

35:27 What are people getting wrong about it?

35:28 They make all these assumptions,

35:30 I think, on the speculative front.

35:31 They think of it like the internet was a passing fad

35:34 that no one was going to use,

35:35 but yet it's an information superhighway

35:37 that's really valuable to everyone.

35:38 I think NFTs will sort of follow that arc

35:40 that the internet did,

35:42 where digital ownership is really meaningful.

35:44 The Instagram verified badge actually meant a lot for a while

35:47 and it's a combination of signal and digital identity.

35:50 And NFTs still do that today.

35:52 There were just a lot of projects

35:53 that maybe abuse some of the most popular narratives

35:57 to make a lot of money.

35:58 And I think those narratives remain true

36:00 that digital ownership is one of the most important things

36:03 to think about in the future.

36:05 And especially as it applies to the previous conversation

36:08 we had about AI and friction going to zero,

36:10 having representations of who originated something

36:13 of provenance, of a transparent ledger

36:16 of how that digital object has moved,

36:19 I think is just such an inevitability,

36:20 whether that's on the identity level

36:22 or the artistic level,

36:23 they're going to be everywhere.

36:24 It's just a matter of time.

36:25 I think it was Eddie Lazar said this at my time of day 16z

36:28 and I love this, it was great.

36:29 Yeah, he adds in our CTO, he's great.

36:31 Yeah, I forgot what the topic was,

36:32 but it was really like NFTs and ownership.

36:34 And he goes, you know, a side effect

36:38 of true ownership is ease of transferability.

36:42 And when you have some of this easily transferable,

36:45 you're going to get a lot of people transferring it

36:47 and trading, right?

36:48 But that's not the core thing, that's a side effect, right?

36:50 The core is true ownership.

36:52 And I like that, I like that frame.

36:54 It's like training.

36:55 True ownership, that's something we can all get behind.

36:56 Yes.

36:57 Michael, Justin, thank you so much for being here

36:59 and for taking the time out to chat.

37:00 Amazing.

37:01 Thanks for having us.

37:01 This is great.

37:02 Thank you.

37:03 Q shine.

37:04 Yeah, that's right.

37:08 [MUSIC PLAYING]

王爷来了

· 7個月

英伟达市值超苹果黄仁勋却说「AI才刚开始」——加密市场还在抄底Web3却已在酝酿下一轮牛市。聪明钱早已悄悄布局，等风来 🚀 #Web3 #AI #Crypto

王爷来了

· 7個月

🔥 AI代理已经占领预测市场！数据显示：AI交易量占预测市场50%以上。 24小时不停运转，速度是人类几百倍。 Sam Altman的Worldcoin联手Coinbase，给AI配上人类身份认证。 2030年AI代理经济规模将突破5万亿美元。你准备好了吗？ #AI #Web3 #Crypto #加密货币

deep

· 8個月

#OpenAI 的 Altman 表示：“我们预见，未来智能将成为一种公共事业，就像电力或水一样，人们可以按表从我们这里购买。” #ai

https://x.com/unusual_whales/status/2032924982146421163?s=20

中文 English

0:00 从根本上说，我们的业务，我认为其他所有模型

0:03 提供商的业务都会像卖令牌一样。

0:07 它们可能来自更大或更小的模型，这决定了价格的高低。

0:12 价格也因此不同。

0:13 它们可能使用更多或更少的推理，这也影响价格。

0:16 价格相应变化。

0:17 它们可能一直在后台运行，试图帮助你。

0:20 或者只在你需要时运行，如果你想花少点钱。

0:23 它们可能超级努力地工作。

0:26 比如花费几千万、几亿美元解决一个问题。

0:29 这非常有价值。

0:30 但我们看到未来，

0:32 智能将成为像电或水一样的公用事业，

0:42 人们按表计费，从我们这里购买，用于任何他们想用的地方。

0:48 智能服务。

0:49 我们看到的需求似乎会一直这样增长。

0:53 持续增长。

0:55 如果供应不足，要么卖不出去，要么价格飙升，

1:02 变成富人才能买得起，或者社会进行一些中央规划，

1:07 这通常会带来糟糕的结果，比如说，

1:11 我们用有限计算资源做这个，不做那个。

1:14 所以对我来说，资本主义和创新史上最好的方式，

1:18 无论你叫它什么，就是把市场淹没。

0:00 Fundamentally, our business, and I think the business of every other model

0:03 provider is going to look like selling tokens.

0:07 You know, they may come from bigger or smaller models, which makes them more or

0:12 less expensive.

0:13 They may use more or less reasoning, which also makes them more or less

0:16 expensive.

0:17 They may be running all the time in the background trying to help you out.

0:20 They may run only when you need them if you want to pay less.

0:23 They may work super hard.

0:26 You know, spend tens of millions, hundreds of millions of dollars on a single

0:29 problem.

0:30 It's really valuable.

0:32 But we see a future where intelligence is a utility, like electricity or water,

0:42 and people buy it from us on a meter and use it for whatever they want to use

0:48 it for.

0:49 The demand that we see for that seems like it's going to continue to just go

0:53 like this.

0:55 And if we don't have enough, we either can't sell it, or the price gets really

1:02 high and it kind of goes to rich people, or society makes a bunch of sort of

1:07 central planning decisions that I think almost always go badly about, you know,

1:11 we're going to use our limited compute supply for this and not that.

1:14 So the best thing to me, throughout all the history of capitalism, innovation,

1:18 whatever you want, is to just flood the market.

彭澎peng

· 8個月

全球首款厨房AI智能体，AR+联动厨电，全程指导烹饪，AI从虚拟走向物理世界。

- AI智能体OpenClaw爆火 GitHub星标超30万，可自主执行文件/邮件/数据处理，开启“行动式AI”时代。#区块链 #Ai

deep

· 8個月

Dan Koe: 当下最需要掌握的关键技能

为什么通才在人工智能时代胜出？

––– 章节 –––

0:00 未来属于高自主能动性者

1:29 I - 自主能动性即无需许可即可迭代的能力

4:48 高自主能动性者无需许可便能持续迭代

5:58 高自主能动性者将人生视为一场巨型实验

7:10 高自主能动性者坚信困难可为

9:26 II - 人工智能对高自主能动性者不构成威胁

14:14 第三章 - 通才为何在AI时代胜出

18:38 第四章 - 五大人类核心能力

25:08 第五章 - 自主性的实践之道

#ai #能动性

https://www.youtube.com/watch?v=0XI_Xt0ci2Y

中文 English

0:00 未来属于那些明白人工智能需要引导，工具需要

0:04 大师的人，

0:05 数据需要洞察，内容需要语境，成功需要远见。

0:10 头脑是故事的发电机，掌控它的人将会繁荣。

0:14 十到二十年内，大部分技能将会过时。

0:16 除非你彻底改变对成功的思考方式。

0:20 因为如果你是高能动性的人才，这无关紧要，为什么？

0:24 因为你的成功不依赖于某项特定技能。

0:28 因为你不是专才，你没有局限心智，阻碍你

0:32 去学习

0:33 除了追求高薪职位或学位所带来的社会地位之外的事物。

0:37 你有远见，并且明白在今天的世界里，你可以学习任何

0:41 必要的

0:41 技能或知识来实现目标。

0:44 不幸的是，如果你的父母没有培养他们自己的能动性，

0:48 他们很可能也没传给你。

0:49 除非你刻意且痛苦地重新学习过，否则

0:51 在你觉得掌控未来之前，你还有工作要做。

0:55 你

0:56 需要付出一些努力，才能掌控自己的未来。

0:59 现在确定了这一点，最重要且现在及未来十年内仍然相关的技能是能动性。

1:03 它贯穿一生。

1:04 因为如果你能自己设定人生方向，做必要的事情去实现，

1:06 并避免当今世界无数的诱惑和干扰，你永远不怕被取代。

1:10 如果被取代了，

1:10 那也无所谓，因为你能迅速适应。

1:14 所以这视频里，

1:15 我想分享五个关于能动性的观点，

1:16 为什么它比以往更重要，和如何练习它，助你实现想要的人生。

1:20 第一个观点是，能动性是“无须许可即可迭代”的能力。

1:25 这对现在网络上大多数人谈论的能动性来说稍有重新定义，

1:25 因为他们说能动性就是无须许可即可行动。

1:29 但我们会看到为何那不完全正确。

1:34 或者说，也许这就是能动性的定义，但我想用对你更有用的方式重新定义。

1:38 我们先引用克里希那穆提的一句话。

1:38 唯有持续反叛的人才能发现真理，而不是那些随波逐流、盲目遵从传统的人。

1:43 为了理解高能动性人士，

1:44 了解他不是怎样很有帮助。

1:47 能动性不是机械的顺从，

1:49 顺从是当你的思想仍通过一条脐带连接着社会时的状态。

1:52 顺从是发展阶段之一，

1:54 你的思想完全通过文化程序运作，

1:58 根据流行和他人认同来判断真伪，

1:59 而非基于自身经历或独立探究。

2:01 认真想想我刚说的，如果没理解，请倒回去再听一遍。

2:06 你会明白这是生活中的最大威胁之一。

2:07 你出生时，心智如新电脑，

2:09 有操作系统，但硬盘空白。

2:11 人生前二十年你都不会独立思考，那没关系，

2:16 因为没人会，

2:16 无论你认为自己多独立，这只不过是另一种顺从形式。

2:19 那个以为自己反抗父母的小孩

2:20 只是顺应了朋友的期望而已。

2:24 螺旋动力学的“九阶段自我发展模型”显示，

2:24 约50%的人处于顺从阶段，

2:27 意味着半数人缺乏真能动性的认知发展。

2:31 顺从源于生存，因为人类生存不仅靠物质层面，

2:33 也不仅是动物繁衍基因，

2:33 还有心理层面，繁衍信念、思想和信息。

2:36 如果你有一份工作，你在这领域的能动性很低，

2:39 因为如果这份工作没了，你的生存危在旦夕。

2:40 所以你必须顺从才能保住工作。

2:43 首先要拿到这工作，就得顺从你认为老板喜欢的样子，

2:46 老板才会录用你。

2:47 工作时，你可能得遵守着装规范，

2:50 按流程办事，

2:51 经上级批准。

2:53 可能还得做朝九晚五的作息。

2:56 再比如，若你有坚定信仰，归属于某政党或宗教，

3:00 你没有高能动性，

3:00 因为你的善恶观从文化固化，而非个人调查或发现。

3:04 科技、商业及AI领域

3:05 现在都热衷谈论“高能动性”，但那只是另一种迎合潮流的顺从。

3:09 没有参与谈论，

3:10 就被视为落伍。

3:12 所以，这视频也有一定程度的顺从，

3:14 大家在某些方面都是顺从者。

3:16 顺从是生存工具，也能作为工具使用——

3:20 我在YouTube领域

3:20 保持相关性，也是种生存策略。

3:23 那么，真正的能动性是什么样？我们如何培养，

3:27 让情绪、财务和机会不受他人操控？

3:31 首先，高能动性的人无须许可就开始迭代。

3:34 拥有能动性就是成为句子的主语，而非直接宾语。

3:38 它是行动的倾向，而非等待被动。

3:40 这句话摘自Devin Erickson的《成功的第三要素》一文。

3:44 字面上，能动性是处于行动或运作的状态。

3:48 用来形容人时，意味着倾向于无外界促使或许可主动追求目标。

3:52 但观察真正成功的人，光行动并不足够。

3:55 谁都能创业，但不代表能成功。

3:58 大多数人不会成功，

3:59 因为缺了关键拼图。

4:03 遇到问题时，你要反思、调整并重新尝试，

4:06 反复迭代直到达成目标。

4:09 所以我认为能动性不仅是行动，更是对迭代、学习和执行的永恒承诺，

4:14 在犯错和改正时，

4:15 不被“无效”的舒适顺从所诱惑。

4:19 对，就是在说那些两周内启动又放弃的人。

4:22 第二，高能动性者把人生当作一场大型实验。

4:25 低能动性者通常持有雇员心态。

4:29 他们接受任务，凭借某种身份或资质，

4:31 激活大脑渴望群体认同的部分，

4:34 立即让判断力受限。

4:35 他们无法跳出被设限的框架思考。

4:38 而高能动性者则是自己生活的科学家。

4:42 他们有想法，

4:43 设定目标，

4:44 形成假设，试验、调整、研究并努力，

4:48 但常常失败，

4:49 因这正是实验的一部分。

4:52 他们预期失败，唯有这样才能逐渐筛选有效方案。

4:56 这也是当今许多人对成功的误解所在。

4:59 他们被许诺高薪工作或快速致富的方法，

5:03 按部就班做该做的事。

5:05 但失败后，

5:06 他们判定不可能实现，责怪他人，

5:09 不反省可改正的错误，

5:10 也不重试。

5:14 第三，高能动性者相信“艰难”。

5:18 你看着这视频想成为高能动性者，因为相信它将改变生活。

5:21 你在追求目标，而目标分为三类：

5:25 简单目标，

5:25 即日常或凭现有技能资源可达成的；

5:27 困难目标，暂时做不到，但通过学习可达成；

5:31 不可能目标，

5:31 指现阶段不现实、不可能，或需完成一系列困难目标后才能达成。

5:34 低能动性者的信念体系，

5:35 往往在成长或接受某种意识形态时被塑造，

5:38 如政党、

5:39 宗教、朋友圈，

5:43 这使他们将困难目标误判为不可能，根本不会尝试，

5:46 也不了解不可能只是暂时的，

5:49 直到看到不可能转为可能。

5:51 以塞利格曼对狗的实验说明社会如何让大多数人如此。

5:55 狗经历

5:56 无法躲避的电击，感到无能为力。

5:59 后来它们被置于可跳墙逃避电击的环境，却没有尝试逃脱，

6:03 选择忍受电击。

6:04 追求人生理想可能很难，但你被训练成相信无路可走，

6:08 因此不会尝试，也不考虑其他可能。

6:11 换言之，你被训练成为忍受默认生活的“狗”。

6:16 你以为别人都在遭受而这必然如此，不可选择。

6:20 好消息是，能动性可以训练。

6:24 你可以培养这种技能或特质。

6:27 但除非你深刻理解其在当下世界的应用，否则实践步骤都无意义。

6:31 以上是高能动性者的特点，接下来讲第二点：AI并非高能动性者的威胁。

6:35 我曾发过一条推文，意外获得很多关注，

6:36 只是分享了我用AI的方法：找任务，找YouTube专家讲解，

6:40 让AI总结他们的视频，

6:41 利用AI转化成元提示，测试、优化并重复使用。

6:45 这是效果最佳的策略，

6:46 我在几期前的视频里详细拆解过这个过程。

6:49 我不记得视频题目了，封面写“34分钟学AI”或者“29分钟学AI”之类的。

6:53 说回来，

6:53 你现在能够获得

6:54 实现任何目标所需的全部知识。

6:55 但人们仍然无动于衷，这一点至关重要。

6:58 成功比以往更容易，但不中意成功的人依然不会成功，

7:03 说明问题不在于

7:04 获取机会和公平，而一直是能动性的问题。

7:07 而高能动性者会以十倍速度超越别人，因为他们无须许可便行动，

7:11 行动门槛几乎为零。

7:11 若资金或资源有限无法完成大目标，你可以定小目标积累资源。

7:15 人们都担忧同样问题，

7:17 坦率地说，是因为思路不清。

7:20 举例，AI会产生海量内容，打压人类创作者这点被广泛担忧。

7:24 我正在对这话题写文章，

7:26 欢迎看我简讯，链接见描述。

7:27 首先，AI是工具，

7:29 需要有人用它完成具体目的。

7:32 当然，任何人都能让AI生成热门帖子，甚至数千个，

7:37 AI还能模拟它们是否会火。

7:39 但这有何实际用途？

7:41 你只是听了觉得“哦还挺对的”，

7:43 然后就不再思考，

7:44 通过这种方式获取点赞和粉丝。

7:46 但变现呢？忠诚度呢？品牌长期经营呢？

7:49 没错，

7:50 AI可以帮忙理解这些或辅助你做决策。

7:52 但那是完全不同的事。

7:54 你开始学习，

7:55 你协调实现更宏大愿景，

7:58 这与你自己动手

7:59 没太大区别，

8:01 只是信息来源

8:01 更快而已。

8:03 你仍是决策者。

8:04 AI确实能按指令生出精美画面，但

8:07 有巨大区别在于

8:08 一个有愿景的人用AI辅助执行，和单纯想快出画的人不同。

8:12 许多现代艺术家用AI做初稿，

8:15 然后用Photoshop微调，让画面更符合预期，

8:19 因为现阶段的图像生成器难以细节化。

8:20 整体而言，我认为AI暴露了创作过程真正重要的东西。

8:25 当你让AI替你做所有决策，

8:27 也就是基于网络上海量观点猜测什么有效，

8:30 内容没有贯穿的主线，主题，个性，愿景，

8:33 更没有语境。

8:35 这就是创作者的价值所在：

8:38 创造语境，

8:39 而非仅内容。

8:40 内容若无语境毫无意义，AI生成内容也一样。

8:45 除了脑子短路和梗图——

8:47 其实那些梗图挺好玩的，

8:48 但它们只能让你停留在平台，

8:50 看到广告

8:51 从而让社媒平台赚钱，

8:53 而有主线、有品牌愿景、为特定目的打造的内容，

8:57 是特定人用AI或不用AI创作的。

8:58 除非使用者本身已擅长内容创作，否则AI几乎无用。

9:02 这个概念你懂了吗？

9:04 百分之九十九的AI生成内容直接成为垃圾，因为如果内容有效，

9:09 那就有价值，

9:10 无论是否AI生成，

9:13 内容大多由人为组织，

9:14 带入个人语境。

9:15 创建企业你必须有品牌使命，AI只是帮你执行工具，

9:20 且需持续迭代。

9:21 写书你得掌控所有细节，还要能让人愿意读，

9:25 靠市场和销售推书，而书本身不会自我推销。

9:28 创作艺术，你还是得有想法，想把它变成现实。

9:32 换而言之，没啥变。

9:34 人们讨厌新事物，然而新事物正揭示最初重要的东西。

9:39 你若不能用AI创作艺术，那你根本不是艺术家。

9:43 你只是擅用工具如Photoshop，而工具会被替代。

9:47 但愿景和能动性不会被替代。

9:52 说到这里，

9:53 第三点是为什么通才在AI时代会胜出。

9:55 学校通过承诺专精带来的名望，奴役最聪明的人，

9:59 让他们心胸狭窄，

10:00 不敢推翻真正的统治者。

10:04 这段话出自我免费发布的书《目的与收益》，虽然有些断章取义，

10:07 但基本正确。

10:10 每当我写成为通才、多学科者或多兴趣者的视频，

10:14 总有人跳出来告诉我我错了，

10:15 但他们没给有力论据。

10:16 有时倒是有，但根本没听我讲什么，

10:18 反而证明了我说的。

10:19 有人甚至引用莎士比亚的名言：“万事通，样样通但无一精通”，

10:22 却不知那是误传，原话

10:23 常优于专精。

10:25 莎翁是剧作家，但只是表达的载体，

10:28 他得深入理解人性、人物、语言、古典文学、舞台艺术、

10:32 宗教、哲学、军事、音乐、

10:34 航海、

10:35 自然、社会、人体医学，等等，

10:38 他是一个综合者，利用自己的多元兴趣为优势。

10:41 看看财富500强CEO、达尔文、乔布斯或其他有远见战略家，

10:44 他们都有特定愿景，

10:46 不断学习并采取必要步骤达成。

10:48 别把特定的载体或领域当成专才，专才依附技能，

10:51 而技能会随着技术进步被替代和进化。

10:56 现在看不到，

10:58 但Photoshop曾改变艺术行业。

11:01 今天看Photoshop，是流程中不可缺的工具，

11:04 但当年刚出现，

11:05 手绘艺术家定会大喊要亡，

11:07 AI也是同理。

11:08 我非常支持AI，

11:10 未来会有更多视频

11:11 谈我对AI负面面的看法，

11:13 比如现在创作领域，

11:17 有人叫AI写剧本，

11:19 然后镜头前读稿，一眼看出AI味，

11:22 我对此有很多话说。

11:23 通才却不在意技能会否被替代或升级，

11:26 他们专注目标，

11:27 专注愿景，

11:28 专注做必要的事，包括调整目标以便成功。

11:31 他们不认同单项技能，

11:33 也不对某技能如Photoshop特别热爱，

11:35 而热爱生命方向和去创造生命。

11:37 我细说一下。

11:39 人类是造工具者，

11:42 能适应任何环境繁荣。

11:45 若将狮子置于阿拉斯加，北极熊放进草原，

11:48 都会死，

11:49 但人类无论在哪都能建造住所、

11:51 造衣服，猎食，

11:53 因为他们有计划与执行能力。

11:55 19世纪工业化时，美国教育采用普鲁士模式，

11:59 这不是真教育，

12:00 而是大规模顺从工具。

12:01 它旨在制造服从的士兵，

12:03 顺民，公务员，

12:04 遵纪守法的工人，

12:07 通过强制出勤，教师训练，分级测试。

12:09 听起来熟悉吗？

12:11 社会要你简单、可预测、易分类，

12:14 为何？

12:16 因为这样最有利其利益，

12:18 最有利组织获利。

12:21 了解系统就知道，它形塑成最符合终极目标的样子，

12:26 社会的目标

12:26 是让你保持无知愚钝，

12:29 无论是否刻意。

12:30 系统自然形塑符合金字塔顶层人无意识的愿望。

12:34 那你怎么办？

12:35 你如何应对？

12:36 奴隶一生只被允许干一事，

12:38 让他们大脑关闭学习，

12:39 即成为专才，而你作为自由个体，

12:42 应该做更多事，

12:44 你该成为通才。

12:46 换言之，你要反抗出生赋予你的路，

12:49 追求兴趣导向的教育，聪明运用自己的才能，

12:54 这就是

12:54 第四点，人类五大能力。

12:58 能动性很好，但我们仍受物理定律约束，

13:01 这引发会随AI热度波动的一个重要问题：

13:03 AGI（人工通用智能）会让人类智能无关紧要吗？

13:07 我们快速探讨几个问题：

13:08 人类能力是有限还是无限？

13:12 作为高能动性通才，我们是否拥有学习和做到不限于遗传基因限制的能力？

13:15 我们在许多领域繁荣，因为知识和工具使我们适应。

13:18 基本问题是，人类思考和方式是否有限制？

13:21 如果主要限制是大脑处理速度和记忆，难道不能增强吗？

13:25 AGI出现后，这可能变得更容易。

13:29 我们会不会就是AGI？

13:30 我们会不会成为超级智能？

13:33 这些问题值得探讨，现实尚未到来，

13:36 我关注近期未来。

13:38 人类五项基本能力，AI或AGI能否使之无关紧要？

13:42 第一是计算，即思维能力。

13:46 思考有限制吗？

13:48 没有，拥有通用计算机，计算没有限制，

13:52 只需时间与内存。

13:54 我们已拥有，如果AGI或外星生物也拥有，将无优势。

13:57 有人说AGI能更快计算，但这并不加快物理制造进度。

14:01 你可以有建造粒子对撞机的想法，

14:04 但仍需资源，

14:06 并得花时间建造。

14:08 第二项能力是变革，即物理创造。

14:12 变革即创造，

14:14 我们用知识把原料变火箭。

14:19 人类手和身体擅长根据步骤创造一切，

14:21 造飞船、望远镜；

14:24 还能造制造工具的机器。

14:27 我们非只适合单一生态。

14:29 所以，基本操作串联后能力是否有限？

14:33 答还是没有。

14:34 设想埃隆·马斯克遥控大猩猩做步骤，若时间够可能造出火箭。

14:39 重点是时间。

14:40 变革需要时间，奇点也改变不了，

14:42 正如启蒙或宇宙大爆炸没直接创造火箭。

14:46 它们可能创造先决条件，仍需长时间。

14:49 时间是压缩算法，防止一切一次发生。

14:52 AGI算力可能比脑更快，但不代表制造更快，

14:55 你想造火箭，仍需搜集资源。

14:58 第三、四、五项能力是变异、选择和注意力，

15:00 它们关系到导航思想空间，

15:03 或者说创造知识。

15:06 我们能计算、创造，但知识有极限吗？

15:10 知识有两功能：

15:11 促成特定事情发生，优先是好事；

15:15 捕捉现实模式，存储信息避免总从零开始。

15:17 比如明白日升日落，季节变换，

15:21 无此认知生活会崩溃。

15:23 模式认知让我们能靠近目标规划，

15:27 明白寒冷会冻死，用知识储备穿衣住馆，

15:29 保障安全。

15:33 把思想空间比作地图，亮区是你探索过，

15:36 暗区是潜在机会。

15:38 地图表面是可发现测试的思想，

15:41 验证其有效性。

15:44 成果若不靠近目标或越走越远，出现问题，

15:47 需纠错调整。

15:51 变异能力，是否有新想法数量限制？

15:54 思想遍历、能动行动、创造力结合，

15:57 跌跌撞撞找出好主意，

16:00 飞越森林而不走路。

16:02 我们可理解、创造、发现无限新想法解决无穷问题。

16:05 AGI亦然，受制于自然法则，

16:08 但潜能仍在手。

16:10 第四是选择，

16:13 想法多但能筛选好的吗？

16:16 问题是，无累积错误学习难进步，

16:19 重来没完不累，

16:21 比如想构建电动车，不能从燃油车重新起步。

16:23 我们是通用控制系统，高效导航思想空间，

16:26 避免迷失，

16:28 犯错修正。

16:31 第五是注意力。

16:33 人类还自如切换视角改变焦点。

16:36 遇问题时注意力往哪里去？

16:39 想建火箭，祈求旧神帮忙有用吗？

16:42 还是换镜头找到机会？

16:44 这是难题，因为我们困在思维范式和意识形态，

16:47 但我们确实能在问题中转换注意力。

16:49 能选择心灵透镜找到平静，科学透镜寻求进步。

16:52 单靠精神哲学毫无差别于不完整系统，无法解决某些问题。

16:55 安全感是好工具但坏主人非万能。

16:58 AGI不会超越我们，除非改变可能性，那时另当别论。

17:01 第五，如何真正练习能动性？

17:05 日常生活中，我们常为目标牺牲手段，

17:08 而游戏中，手段变为目标的动力。

17:13 这是游戏的动力反转。

17:16 摘自《游戏》一书：“能动性即艺术。

17:20 通过练习他人能动性，

17:22 直到能创造自己的能动性。

17:26 换言之，

17:27 你先遵守规则，后制定规则。”

17:30 这意味着高能动性最重要特征是知道何时突破顺从。

17:34 能动性非技能或特质，而是一种艺术。

17:36 观察游戏最能体现这种艺术；绘画记录视觉，音乐记录声音，故事记录叙述，

17:42 游戏记录能动性。

17:42 玩游戏，目标常在心，赢得比赛。

17:46 随之而来是各种任务，但必须按你的经验顺序完成。

17:50 从一级开始，升至二级及以后。

17:52 等级越高，生活越有趣，因为你能选择下一个挑战且有意义的目标。

17:55 这并非你还在教程阶段，

17:58 正因如此你可能感觉生活失控。

18:00 你冲破童年、学校和工作进入十级，感觉卡关。

18:04 游戏不再有趣，制作者不希望你升级，

18:07 促使你停留当前级别。

18:09 你身陷无聊焦虑循环，任务重复枯燥，

18:12 新挑战让你力不从心，

18:13 因为你不知道如何学习。

18:16 你人生最重要的“Boss战”是追寻自己的路。

18:18 如何开始实践？

18:22 首先你得有追求，可以是任何事，

18:24 因为大部分人其实不知道真正想要什么，

18:25 而是深知自己不想要什么，用这认知明确未来方向。

18:29 从此你有了行动方向，

18:31 你设定具体可行目标，

18:34 然后采取以下步骤：

18:38 研究成功流程，YouTube、社媒、优质课程或导师，

18:41 尝试各种技巧实施学到的流程，

18:43 并尝试获得成效。

18:45 大多数方法不适合你，但没关系，

18:46 识别模式、原则、关键杠杆，

18:48 记录关键结果驱动因素。

18:50 然后自创流程，结合你的生活和情况，

18:52 最后传授给他人，

18:54 因为教者学得更多，

18:56 不会复述就不算真正理解。

18:57 这也是我为何喜欢社媒。

19:00 它是聚焦点，你别指望通过电台、电视或手写信成就大业，

19:03 而是写内容。

19:05 社媒成本低，低风险，学习与能动性内嵌其中，

19:10 是现代伟大的游戏。

19:13 你能学习他人能动性，借鉴内容、指南和课程，

19:17 公开实验得到直接反馈，

19:20 快速识别有效与否，

19:22 强迫你学会未来必备技能，如写作、说服、市场营销、

19:26 销售、讲故事，

19:27 真正学会互联网内容定位。

19:28 剩下的由你决定怎么用这信息。

19:32 喜欢视频请订阅我的Substack。

19:34 我每周左右发一次免费简讯，月两次付费简讯。

19:38 支持频道，

19:39 支持我的工作，考虑加入付费订阅。

19:42 里面有我自己的AI提示、写作和社媒技巧，

19:46 还有完整的个人业务启动课程。

19:48 去看看，报名吧。

19:49 离开前点赞订阅，

19:50 手机上就有按钮。

19:51 感谢点击。

19:53 下个视频见，

19:54 拜。

0:00 The future belongs to those who understand that AI needs direction, tools need

0:04 masters,

0:05 data needs insight, content needs context, success needs vision.

0:10 The mind is a story engine and those who learn to control it will thrive.

0:14 Most skills will be irrelevant in 10 to 20 years.

0:16 That is unless you completely change how you think about success.

0:20 Because if you're a high agency individual that doesn't matter, why?

0:24 Because you aren't dependent on a specific skill for your success.

0:28 Because you aren't a specialist, you didn't focus your mind, preventing you

0:32 from learning

0:33 outside of that focus on the status of a high paying job or degree.

0:37 You have a vision and you understand that in today's world you can learn any

0:41 skill or

0:41 acquire any knowledge that is needed to achieve it.

0:44 Now unfortunately, if your parents did not cultivate the skill of agency in

0:48 themselves,

0:49 they probably didn't pass it off to you.

0:51 And unless you have deliberately and painfully gone through the process of rele

0:55 arning, you

0:56 have some work to do before you feel in control of your future.

0:59 Now with that set, the most important skill to learn that will be relevant now

1:03 in 10 years

1:04 and until you die is agency.

1:06 Because if you can set your own life direction, do what is required to achieve

1:10 it and avoid

1:10 the infinite number of temptations and distractions in today's world, you will

1:14 never be at risk

1:15 of replacement.

1:16 And if you do get replaced, it doesn't matter because you can quickly adapt.

1:20 So in this video, I want to share five ideas on what agency is, why it matters

1:25 more than

1:25 ever and how to practice it so you can get what you want in life.

1:29 So the first idea is that agency is the ability to iterate without permission.

1:34 And this is a slight redefinition of what most people are talking about online

1:38 right

1:38 now in terms of agency, because they're saying that it is the ability to act

1:43 without permission.

1:44 But we'll see why that is wrong.

1:45 And maybe it isn't wrong.

1:47 Maybe that's the definition of agency, but I want to redefine it in a way that

1:51 is actually

1:51 useful to you.

1:52 So we'll start with a quote from Krishnamurti.

1:54 It is only those who are in constant revolt that discover what is true, not the

1:58 man who

1:59 conforms, who follows some tradition.

2:01 So in order to understand what a high agency individual is, it's very helpful

2:06 to understand

2:07 what it is not.

2:09 Agency is not mechanical conformity.

2:11 Conformity is when your mind is still connected by an umbilical core to society

2:16 .

2:16 Conformity is a stage of development where your mind operates entirely through

2:19 cultural

2:20 programming, judging truth based on popularity and acceptance by others, rather

2:24 than your

2:24 own direct experience or independent investigation.

2:27 Now if you really think about what I just said, if you don't understand what I

2:31 just

2:31 said, please go back and re listen to it.

2:33 You understand that that is one of the greatest threats to living a good life.

2:37 Now when you're born, your mind is like a new computer.

2:40 There's a base operating system, but the hard drive is completely blank.

2:44 For the first 20 years of your life, you do not think independently, and that's

2:49 okay,

2:50 nobody does, no matter how independent you think you are, because that's just

2:54 another

2:54 form of conformity.

2:55 The little kid that thinks he's rebelling against his parents is just con

2:58 forming to

2:59 what his friends want him to do.

3:00 Now in the spiral dynamics in nine stages of ego development models, they show

3:04 that

3:04 around 50% of the population is at the conformist stage of development, meaning

3:09 half the population

3:10 lacks the cognitive development for genuine agency.

3:13 Now conformity stems from survival, because humans don't only survive on the

3:17 physical

3:17 level, like animals, where they're reproducing genes, but they survive on the

3:21 psychological

3:22 level, where they're reproducing beliefs, ideas and information.

3:26 If you work a job, you have a low degree of agency in that domain of life,

3:29 because if

3:30 that job were to go away, your survival is at stake.

3:33 So you must conform in order to keep the job.

3:36 I mean, that's what you have to do to get the job in the first place is you

3:38 have to conform

3:39 to what you think the boss will like so that he can hire you.

3:43 And then while you're on the job, you have to maybe wear a specific dress code.

3:47 You have to go through a specific set of processes to do your work that are

3:50 approved by the

3:51 boss or your manager.

3:53 Maybe you have to conform to a nine to five style work day.

3:56 As another example, if you have hard set beliefs that bind you to a specific

4:00 political

4:00 party or religious organization, you do not have a high degree of agency,

4:04 because your

4:05 ideas of good and bad originate from your culture, not your own personal

4:09 investigation

4:10 or discovery, everyone in the tech and business space and the AI space right

4:14 now loves to

4:15 talk about being high agency, but that's just another form of conformity to

4:19 what is

4:19 popular in the tech and business space.

4:21 And if you're not talking about it, then you're not with it.

4:24 With that said, this video has some degree of conformity.

4:28 We're all conformists in some ways.

4:29 And since it's a survival strategy or survival tool, it can be used like a tool

4:34 .

4:35 I'm surviving in the sense that I'm trying to stay relevant in the YouTube

4:38 space.

4:38 So what does true agency look like?

4:41 And how can we start to develop it in ourselves so that our emotions, finances

4:46 and opportunities

4:46 in life aren't dictated by someone else?

4:49 The first thing it looks like is that high agency people iterate without

4:52 permission.

4:53 To have agency is to be the subject of a sentence rather than its direct object

4:57 .

4:58 It is the tendency to act rather than wait to be acted upon.

5:01 That is a quote from Devin Erickson's article, the third ingredient of success.

5:06 Now agency literally means the condition of being in action or operation.

5:11 When it's used to describe a person, it means the tendency to initiate action

5:15 towards a goal

5:16 without outside prompting instruction or permission.

5:19 But when we look at what actually makes people successful, it isn't just acting

5:23 toward a goal.

5:24 Anyone can start a business, but that doesn't mean it will reach any form of

5:27 success.

5:28 Most of them don't, in fact, because they're missing the one critical piece of

5:32 the puzzle.

5:33 If something doesn't work, you reflect on the situation, make an adjustment and

5:37 try again

5:38 over and over until you reach your end destination.

5:40 Agency then, in my opinion, is not only action, but an undying commitment to

5:45 iteration,

5:46 learning and doing in unison, making mistakes and correcting mistakes without

5:50 being seduced

5:51 back into a comforting conformity because it's not working quote, unquote.

5:55 And yes, I'm talking to you people who start and quit after two weeks.

5:59 Now, the second tell of a high agency person is that they treat life as one

6:03 giant experiment.

6:04 Low agency people can be characterized by the employee mindset.

6:08 They are assigned a task, often with some form of status or credential that

6:12 triggers the part of their brain

6:13 that craves acceptance by the tribe and their decision making is immediately

6:17 compromised.

6:18 They can no longer think outside of the confines placed upon them.

6:21 Now, high agency people are scientists of their own lives.

6:25 They have an idea.

6:26 They set their own goal.

6:27 They create a hypothesis or an educated guess on how to achieve it.

6:31 Then they test, tinker, research and make an attempt toward the goal.

6:35 And then they fail a lot.

6:36 But since this is an experiment, that's a part of the process.

6:39 They expect to fail because how else are they going to narrow down what doesn't

6:43 work

6:44 until they find what does?

6:45 Now, this is a significant issue with how people perceive success today.

6:49 They are promised something by someone else, like a job that pays a lot of

6:53 money or a business

6:54 that can be built really quickly so you can get rich quick.

6:58 And those people do exactly what they're supposed to do.

7:00 But when they inevitably fail, they deem it impossible and blame everyone but

7:05 themselves.

7:06 They don't notice that they made a mistake and that they can correct that

7:09 mistake and

7:09 try again.

7:10 Now, the third thing is that high agency people believe in the difficult.

7:14 You're watching this and you want to become high agency because you believe

7:18 that it will

7:19 make a positive difference in your life.

7:21 You're trying to reach a goal, you're trying to achieve a goal and goals come

7:25 in three

7:25 forms.

7:26 There's easy goals.

7:27 So things that we do every day or things we can achieve with the skills or

7:31 resources

7:31 we already have.

7:32 There's difficult goals.

7:34 So things we can't do right now, but that we can eventually do if we acquire

7:37 the right

7:38 skills and resources.

7:39 And then there's impossible goals.

7:41 So something that is either outside of the realm of possibility and reality or

7:44 something

7:45 we can't do until we complete the series of difficult goals that allow us to

7:48 see impossible

7:49 goals as possible.

7:51 So low agency people have a belief system that was more than likely conditioned

7:55 into

7:56 their mind when they were a kid or later on in life with any kind of ideology

8:00 they accepted

8:01 into their life like a political party, a religion, a friend group they joined.

8:05 And that belief system skews how they perceive difficult goals.

8:10 They see difficult goals as impossible goals and don't even try them.

8:14 And they don't even understand that impossible goals are only impossible right

8:18 now until

8:19 you get to a point where they become possible.

8:21 Now if you take Seligman's dog experiment, which is an experiment done on dogs,

8:25 you can

8:26 see how society does just this to most people.

8:29 So in this experiment, dogs were exposed to unavoidable electric shocks, making

8:33 them feel

8:34 as if they had no control over their environment.

8:36 Later, when they were placed in a situation where they could simply jump over a

8:39 small

8:40 wall to escape the shocks, the dogs did not attempt to do so.

8:44 They just wind and bore the shocks even when escaping was easily available to

8:47 them.

8:48 So the goal of reaching the life you want may be difficult, but you were

8:52 trained to believe

8:53 that there is no way to achieve it.

8:55 So you don't even think about it or consider that idea.

8:58 In other words, you're just trained to bear the shocks of the default path.

9:02 You just think that the pain of the life that everyone is going through is

9:07 normal and

9:08 not optional.

9:09 The good thing is, is that there is a way to practice agency.

9:13 You can cultivate it as a skill or a trait.

9:16 But these practical steps don't matter unless you have a deep understanding of

9:20 how this

9:20 applies in today's world.

9:22 So those were the characteristics of what a high agency person is, and now we

9:27 need to

9:27 move on to the second idea, which is that AI is not a threat to the high agency

9:32 people.

9:33 To illustrate this, here's a tweet that I wrote a while back and it got a lot

9:36 of engagement

9:37 for some reason, but it's just how I've been using AI.

9:40 Use a task, find a YouTube expert that teaches it, have AI summarize their

9:44 video at example

9:45 slash context, have AI turn that into a meta prompt test refine and reuse that

9:50 prompt.

9:50 This has led to the best results and almost everything I have a, I do actually

9:54 broke down

9:54 that entire process to videos ago.

9:57 I don't remember what the video is called, but the thumbnail says learn AI in

10:01 34 minutes

10:02 or 29 minutes says something like that.

10:04 Okay.

10:05 So back to the point, you now have access to any knowledge you would ever need

10:09 to achieve

10:09 whatever you want.

10:10 And yet people still do nothing with that information.

10:14 That's a crucial point.

10:15 Success is now easier than ever, yet the people who weren't going to achieve it

10:19 still aren't

10:20 going to achieve it, meaning this was never about access or equal opportunity.

10:24 It's always been about agency high agency people.

10:28 On the other hand, we'll outpace everyone else by 10x because they act without

10:32 permission

10:32 and the barriers to action are now close to non-existent.

10:36 If you can't achieve a big goal due to limited money or resources, you can set

10:40 a smaller

10:40 stepping stone goal that will help you acquire that money or resource.

10:44 Everyone is worried about the same thing.

10:46 And frankly, they're only afraid because they can't think clearly.

10:49 So let's look at the prime example, which is that AI is going to create so much

10:53 content

10:54 that human creators don't stand a chance.

10:55 I'm actually writing about this right now.

10:58 You can read it on my newsletter link in the description.

11:01 First thing here is that AI is a tool.

11:03 Those need someone to use them for a specific purpose.

11:07 So sure, anyone can ask AI to generate a viral post or a thousand viral posts

11:12 from a podcast

11:14 and the AI can rank them or run a simulation on whether or not they're actually

11:18 going to

11:18 go viral.

11:19 But what good is that?

11:20 What actual good is that?

11:22 Have you thought about it or have you just heard that and been like, Oh yeah,

11:24 that sounds

11:25 kind of true.

11:26 Okay.

11:27 I'm done thinking about it.

11:28 You can get a bunch of likes and a bunch of followers that way.

11:30 But what about monetization?

11:32 What about loyalty or what about any of the other things that make a brand work

11:36 long term?

11:37 Yes, you can ask AI to help with that or help you understand it.

11:41 But now you're doing something completely different.

11:43 You're not asking AI to do it for you.

11:46 You're learning now.

11:47 You're orchestrating the realization of a larger vision and it's not that

11:51 different from

11:52 doing it yourself.

11:53 You're just getting the information from a different source now in a faster way

11:57 .

11:57 You are still the decision maker.

11:59 And sure AI can generate a beautiful image on command, but there is a huge

12:03 difference

12:04 between someone who has a vision and uses AI to help them execute that vision

12:09 and someone

12:10 who just wants to create a quick image.

12:12 Many artists nowadays use AI for first drafts.

12:15 Many artists still take it into Photoshop and make tweaks that would allow it

12:19 to look more

12:19 like what they want it to look like because you can't get super detailed with

12:23 the image

12:23 generators right now.

12:25 So as a whole, I believe that AI has exposed what really matters in the

12:30 creative process.

12:31 When you ask AI to make all the decisions for you, in other words, you ask it

12:35 to guess

12:36 what works based on hundreds of thousands of opinions on the internet.

12:39 There is no through line.

12:41 There is no theme.

12:42 There is no personality.

12:43 There is no vision.

12:44 There is no context.

12:45 That's what creators are.

12:47 Context creators.

12:48 They're not content creators.

12:50 The content is meaningless without context and AI generations are the same.

12:55 So aside from brain rot and memes, and there's actually some great ones out

12:58 there actually

12:59 like scrolling and seeing some of the brain rot, which are only good at keeping

13:02 you on

13:03 the platform until you see an advertisement so the social media platforms can

13:06 make money,

13:07 which then have a through line and brand vision crafted for a specific purpose

13:11 by a specific

13:11 person using AR or not, AI is practically useless unless the person using AI is

13:17 already

13:18 good at creating content.

13:20 Did that click for you?

13:21 99% of AI generated content goes straight to the bottom of the barrel because

13:26 if that

13:26 content worked, then there's value there and it doesn't matter if it was AI

13:30 generated

13:31 or not because it was more than likely orchestrated by a human who was passing

13:35 off their personal

13:36 context to it.

13:37 When building a business, you must have a brand mission that AI helps you

13:40 execute and

13:41 you must iterate constantly.

13:43 When writing a book, you must maintain control of all minor details and beyond

13:47 that, you

13:47 must still be able to get people to read it.

13:49 Things marketing and sales, which the book is not going to do itself.

13:53 When creating art, you must still have an idea that you are attempting to bring

13:56 into reality.

13:58 In other words, nothing has changed.

14:00 People just hate what's new and that new is shining a light on what mattered in

14:03 the

14:03 first place.

14:04 If you can't create art with AI, then you are never an artist to begin with.

14:08 You were simply good at using a tool like Photoshop and tools get replaced.

14:13 Vision and agency do not.

14:15 So, speaking of that, that brings us to idea number three, is why generalists

14:20 win in the

14:21 AI age.

14:22 Schools were created to enslave the brightest minds by promising the prestige

14:25 of specialization

14:26 so they remained narrow-minded and didn't overthrow the true rulers.

14:30 That is a quote from my book that you can read free on my sub-stack purpose and

14:33 profit

14:34 that is taken quite a bit out of context, but that quote is largely true.

14:38 Now, whenever I write or create a video on becoming a generalist or a polymath

14:42 or someone

14:42 with multiple interests, people just seem to pop up and they want to tell me

14:46 how wrong

14:47 I am.

14:48 And of course, they never give me a coherent argument as to why a specialist is

14:51 better.

14:51 Actually, sometimes they do, but they don't actually listen to what I'm saying

14:55 in the

14:56 first place.

14:57 They don't steal me on my argument.

14:58 They usually inadvertently prove me right.

15:00 And some of them even proceed to quote the classic from Shakespeare, which is a

15:05 jack of

15:05 all trades, master of none, yet they're unaware that that is a misquote and it

15:10 ends with,

15:11 oftentimes better than a master of one.

15:13 Now, some may think Shakespeare was a specialist playwright, but that was

15:16 simply a vessel.

15:17 He had to have a deep understanding of human nature, character development,

15:21 language, classical

15:22 literature, stagecraft, religion, philosophy, military tactics, music,

15:25 navigation, the natural

15:27 world, social structures, the body and medicine, the list goes on.

15:30 He was a synthesizer who used his diverse interests as his edge.

15:34 Now take a fortune 500 CEO, Charles Darwin, Steve Jobs, or any other visionary

15:39 or strategist

15:40 who achieves outside success has a specific vision that they then learn and

15:44 take the necessary

15:45 steps to achieve.

15:46 Do not confuse a specific vessel or niche as being a specialist specialists are

15:52 attached

15:52 to the skill skills always get replaced and evolved as technology advances.

15:57 We don't see this now, but Photoshop disrupted the art industry.

16:01 You see Photoshop now and you see it as an integral part of our process, but I

16:05 can guarantee

16:06 if we were back in those times where Photoshop came around or not even just

16:10 Photoshop, but

16:11 computer generated graphics came around.

16:13 The manual hand drawn artists were probably just screaming at the top of their

16:17 lungs

16:17 that this is going to ruin everything.

16:19 That's exactly what's happening right now with AI.

16:22 And while I'm very pro AI, there's going to be more videos on me talking about

16:26 the

16:26 other side.

16:27 I think there's things that are very, very wrong with AI like the content

16:30 creation space

16:31 right now and people just asking, Hey, create me a script for this.

16:34 And then they just read it to the camera and you can obviously tell that they

16:37 're using

16:38 AI.

16:39 I have a lot to say about that.

16:40 Now, generalists, on the other hand, they aren't, they don't care whether or

16:43 not the

16:44 skill is going to be replaced or if it's going to evolve because they're

16:47 focused on

16:47 the goal.

16:48 They're focused on the vision.

16:49 They're focused on doing what's necessary, including changing the goal so that

16:54 they can

16:54 thrive in anything they do.

16:56 They don't identify with a skill or think they're passionate about a skill like

16:59 being

17:00 passionate about Photoshop.

17:01 They're passionate about their direction in life and creating that.

17:05 So let me break this down further.

17:07 Humans are tool builders.

17:08 We thrive in any niche because we can adapt to it.

17:11 If you were to put a lion in Alaska and a polar bear in the Savannah, they

17:15 would die.

17:16 If you were to put a human in either, they would build shelter, clothing and

17:20 hunt for

17:20 something to eat because they can create a plan and execute on it.

17:23 The reality is to educate large numbers of immigrant children in the 1800s

17:28 during industrialization,

17:29 America adopted the Prussian education model, which was not education at all,

17:33 but a weapon

17:34 of mass conformity.

17:35 It was designed to create obedient soldiers, compliant citizens, civil servants

17:39 and will

17:40 behave workers through mandatory attendance, training for teachers, testing for

17:43 students

17:44 in the concept of grade levels.

17:46 Does that sound familiar?

17:47 Society wants you simple, predictable and easy to categorize.

17:51 Why?

17:52 Because that's what best serves their interests.

17:54 That's what best serves the profits of organizations.

17:56 If you understand systems, you understand that the system takes the shape of

18:00 that which most

18:01 benefits the end goal, which in society's case is keeping you sick and dumb,

18:05 whether

18:06 it's intentional or not.

18:07 It doesn't have to be a conspiracy theory for the system to naturally take

18:11 shape of

18:11 the subconscious desires of the humans at the top of the pyramid.

18:15 So what do you do?

18:16 What do you do about all this?

18:17 Well, if slaves were expected to do one thing throughout the entirety of their

18:21 lives so

18:21 that their minds were closed to learning more, which are specialists, then you,

18:25 as a free

18:26 individual, are meant to do many things throughout your life, you're meant to

18:29 be a generalist.

18:30 In other words, you revolt against the path you were set on at birth.

18:34 You pursue an interest-based education, you use your capabilities wisely, and

18:39 that's

18:39 idea number four, which is the five human capabilities.

18:43 Now agency is great, but we're still bound by the laws of physics, and this

18:46 creates another

18:47 giant worry that ebbs and flows with AI hype cycles.

18:51 Will AGI, artificial general intelligence, make human intelligence irrelevant?

18:56 Let's gain clarity on this by asking a few questions.

18:58 We're going to go through this quick.

18:59 Are human capabilities limited, or are they infinite?

19:02 As high agency generalists, do we not have the capability to learn anything and

19:06 do anything

19:07 that our genes do not limit us from learning or doing?

19:10 We thrive in many niches because we adapt with knowledge and tools.

19:13 So the fundamental question about human capabilities is, are there any limits

19:18 on what we can think

19:19 and how we can think?

19:21 So if the main limit is the processing speed and memory of our brain, can that

19:25 not be augmented?

19:26 And when AGI becomes a thing, will that not be ever more possible?

19:30 Will we not be AGI?

19:31 Are we not already AGI?

19:33 Will we not be amongst the super-intelligent?

19:35 It's fun to speculate about these things and we have some time before it

19:38 actually becomes

19:39 reality, so I want to focus on the near future.

19:42 So there are five fundamental human capabilities.

19:45 Can AI or AGI ever make those irrelevant?

19:49 The first capability is computation, which is mental.

19:52 So is there any limit to what we can compute?

19:54 No, because once you have a universal computer that we can hold in our hands,

19:58 it's just a

19:59 matter of time and memory to compute anything.

20:01 We have that, and if AGI's or aliens have that, they would have the same

20:05 repertoire

20:06 of computation as us and no advantage over us.

20:09 You may say that AGI will be able to compute much faster, but that does not

20:12 speed up the

20:13 pace of the physical transformation that allows things to be built.

20:18 You can have an idea for building a particle collider, but you still need the

20:21 resources

20:22 to build it, and you still need to build it from that.

20:25 The second capability is transformation, which is physical.

20:29 Transformation is creation.

20:30 We turn raw materials into rockets given the right knowledge.

20:34 Human hands and bodies seem to be especially good at creating anything given a

20:38 specific

20:38 sequence of operations.

20:40 We've built spaceships and telescopes, meaning that we can build the thing that

20:43 builds the

20:44 thing.

20:45 We have analysts that build tools to thrive in any environment.

20:47 We are not animals bound to one niche.

20:50 So the question is, is there a limit to what these basic operations can do when

20:54 strung together

20:55 in the right way?

20:56 Now again, the answer is no.

20:58 If humans could tele-operate a gorilla, there is a sequence of steps it can

21:02 take to build

21:02 a rocket given time.

21:04 And no, I'm not saying a single gorilla.

21:07 Imagine if Elon Musk were operating the gorilla.

21:09 What would he do?

21:10 The thing here is time, transformations take time, and a singularity isn't

21:15 going to change

21:16 that just as the enlightenment or the big bang didn't.

21:19 The big bang didn't create rocket ships.

21:21 The enlightenment didn't create rocket ships.

21:23 It created maybe some prerequisites for them, but it still took time to get to

21:27 that point.

21:28 Time is a compression algorithm that prevents everything from happening at once

21:32 .

21:32 In other words, AGI may be able to compute faster than our brains, but that

21:36 doesn't

21:36 mean it will be able to create the thing faster than humans.

21:39 You can have an idea for building a rocket, but you still need to acquire the

21:43 resources

21:43 to build a rocket.

21:44 Now, after computation and transformation as the two capabilities, there is

21:48 variation,

21:49 selection, and attention, and these have to do with navigating idea space, or

21:54 how we

21:54 create knowledge.

21:56 We can compute and transform, but do we have limits on the knowledge that

21:59 allows us to

22:00 do so?

22:01 Now, knowledge serves two functions.

22:03 The first is to make specific things happen, preferably good things rather than

22:07 bad, and

22:08 the second is to capture patterns in reality.

22:10 This allows us to store information in an efficient way so that we aren't

22:13 always starting

22:14 from scratch in our pursuits.

22:16 We understand big-picture concepts like the sun rising and falling each day,

22:20 and seasons

22:21 changing every so often.

22:22 Now without this understanding, much of our lives would fall apart.

22:26 Capturing patterns allows us to plan by proximity.

22:28 We understand that we could freeze to death in a cold environment, so we use

22:32 deposits of

22:32 knowledge, like a jacket, and hotel, to keep us warm while we travel.

22:37 Now think of idea space, or the unknown, as a universal map with light and dark

22:42 spots.

22:42 The light spots are the areas you've explored, and the dark spots are where

22:46 your potential

22:47 lies.

22:48 This map is a surface area for ideas that can be discovered and tested against

22:52 reality

22:52 to verify their validity.

22:54 When those results do not move you closer toward your goal, or move you further

22:58 from

22:58 that, a problem is revealed and you must error-correct toward the goal.

23:02 So with variation, the third capability is there a limit to the number of new

23:07 ideas we

23:07 can come up with to survive and achieve what we set our minds to.

23:11 With computation, we can navigate the entire space of ideas, with agency we can

23:15 take any

23:15 step within that space and eventually stumble across a good idea after many bad

23:20 ones, and

23:21 with creation we can move in unique ways, like flying over a forest rather than

23:25 walking

23:25 through it.

23:26 So we can understand anything, create anything, and discover an infinite set of

23:30 new ideas

23:31 to solve an infinite string of problems.

23:33 Again, AGI can do the same, and we are both bound by the laws of nature, but

23:37 any possibility

23:38 within that is within reach.

23:40 Now the fourth capability is selection.

23:43 We can come up with any idea, but can we find the good ones?

23:46 Now the potential problem here is that it is difficult to make cumulative

23:49 progress without

23:50 learning from mistakes.

23:51 It wouldn't be fun to start over from scratch if we wanted to build an electric

23:56 car after

23:56 a gas car.

23:57 We wouldn't be very developed as a species.

23:59 As universal, cybernetic systems, that's what humans are, we can become more

24:03 efficient

24:04 at navigating idea space to avoid wandering lost.

24:07 We error correct.

24:09 We make mistakes and fix them.

24:10 There's no fundamental difference here either.

24:12 Now the fifth capability is attention.

24:15 One other aspect that humans take for granted is our ability to change our

24:18 focus by changing

24:19 our perspective.

24:20 When a problem occurs, where does your attention go?

24:23 If you want to build a rocket, does it help to ask the old gods to do it for

24:27 you?

24:28 Or can you change lenses to view the situation in a way that allows you to

24:32 perceive opportunities?

24:33 While this is a massive problem for humans, because we get stuck in paradigm

24:36 walk and

24:37 we attach to ideologies, we do have the capability to change where our

24:41 attention goes when problems

24:42 come up.

24:43 We can put on a spiritual lens to find peace and a scientific lens to find

24:48 progress.

24:49 Identifying with a purely ascending and spiritual philosophy is no different

24:52 from being an incomplete

24:53 system that will fail to solve a certain set of problems.

24:57 Security is a great lens or tool, but a bad master and not the end all be all.

25:02 So, AGI does not seem like it can surpass us in any way unless it bends what is

25:06 possible

25:06 and we would have a very different problem on our hands at that point.

25:10 Now the fifth idea about agency is just how to actually practice agency.

25:14 In ordinary practical life, we usually take the means for the sake of the ends.

25:18 But in games, we can take up an end for the sake of the means.

25:22 Playing games can be a motivational inversion of ordinary life.

25:26 But as a quote from the book games, agency is art.

25:29 You develop agency by practicing other people's agencies until you can create

25:34 your own.

25:35 In other words, you play by the rules until you can create your own, meaning

25:39 the most

25:39 important high agency trait is knowing when to break free of conformity.

25:44 Agency as a whole is not a skill or a trait, but an art form.

25:48 And the best way to observe that art form is in games because painting lets us

25:53 record

25:53 sights, music lets us record sounds, stories let us record narratives, and

25:59 games let us

25:59 record agencies.

26:01 When you play a game, you almost always start with the goal in mind.

26:04 Win the game.

26:05 From there, you have various quests, but those quests must be executed in order

26:09 of your

26:09 experience.

26:10 You start at level one, then advance to level two and beyond.

26:14 And once you reach a much higher level, you are able to look back with all of

26:17 your knowledge

26:18 and skill to devise how you are going to reach the next goal.

26:21 The higher level you are, the more fun life becomes because you get to choose

26:24 the challenging

26:25 yet meaningful goal you take on next.

26:28 It is not a sign to you as if you were in a tutorial phase.

26:31 That's exactly why your life may feel out of control.

26:34 You got to level ten, childhood, school, or job, but now you feel stuck.

26:38 The game isn't fun anymore because the game makers don't benefit from you going

26:42 to a

26:42 higher level, so they incentivize you to stay there.

26:45 You get trapped in a loop of boredom and anxiety because all of your tasks are

26:49 repetitive

26:49 and mindless, and any further challenge overwhelms you because you do not know

26:53 how to learn.

26:54 The most important boss fight of your life is to pursue your own path.

26:58 So how do you actually start practicing this?

27:01 First, you simply need something to pursue, and it can be anything because

27:05 nobody actually

27:05 knows what they want.

27:07 Instead, they deeply understand what they don't want and allow that to create

27:11 an aim

27:12 for their future.

27:13 From there, they have a direction to move in.

27:15 Once you have that direction, you set a goal to make it more practical and

27:19 achievable,

27:20 and then you do the following.

27:21 You research processes that others have found success with.

27:25 You can find these on YouTube, social media, courses from reputable creators or

27:28 mentors.

27:29 Then you experiment with various techniques to implement the processes you

27:33 learn and attempt

27:34 to get results.

27:35 By the way, most of these won't work for you, and that's okay.

27:38 Then you identify patterns, principles, and levers, so note the most important

27:42 aspects

27:42 from everything you try.

27:44 These tend to be the things that get results.

27:46 Then you create your own process, so tailor what you learn to your unique

27:49 lifestyle and

27:50 situation, and then you pass it down to others, because the teacher learns more

27:54 than the student,

27:55 and you don't truly understand it if you can't explain it in a way that is

27:58 beneficial

27:59 to someone else.

28:00 This is personally why I love social media.

28:02 First, it's where the attention is, and you're probably not going to build your

28:06 life's

28:06 work by advertising on the radio, or getting on the TV anymore, or by sending

28:11 handwritten

28:12 letters to prospects, you're going to write content, obviously.

28:16 So aside from being an accessible, low cost, and low risk vessel to do what you

28:21 want, learning

28:21 and agency are baked in.

28:24 Social media, the internet, is the great modern game.

28:27 You can study other people's agencies and their content, guides, and courses.

28:31 You can experiment in public and get direct feedback.

28:34 You can quickly identify what works and what doesn't.

28:36 You are forced to learn a future-proof skill stack, like writing, persuasion,

28:40 marketing

28:40 sales, storytelling, et cetera, and you must truly learn what you want to talk

28:44 about on

28:45 the internet.

28:46 I'll let you decide what you want to do with the rest of that information.

28:49 If you like this video, I'd highly recommend subscribing to my sub stack.

28:52 I send out a newsletter every week or so, and I also send out a paid newsletter

28:56 twice

28:57 a month, so if you want to support this channel, support the things that I'm

29:00 building, consider

29:01 joining the paid tier.

29:02 In there, I have some prompts that I use in my own process, AI prompts.

29:06 I have writing tips, social media tips.

29:09 There's a full one-person business launchpad course in there, so go check it

29:12 out, sign

29:12 up if you'd like.

29:13 Like and subscribe before you leave.

29:15 There are just buttons on your phone.

29:16 Thank you for pressing them.

29:18 I'll see you in the next video.

29:19 Bye.