Episode Details

0:00 Opening banter and agenda setting

2:00 Google and Oratomic quantum papers & the “n minus one” framing

6:44 Quantum uncertainty: AI acceleration & s-curves

10:06 Preparedness planning and scenario-based bitcoin responses

11:52 Why government and corporate quantum timelines are misleading

15:12 Post-quantum signature tradeoffs: SHRINCS, SHRIMPS, and state

23:35 Why quantum is a harder problem for bitcoin than other technologies and orgs

30:57 Competing quantum narratives, incentives, and media hype

34:24 The new bitcoin faucet & Block’s teaser campaign

36:30 Square’s default bitcoin payments rollout and adoption friction

43:00 Tipping, UX constraints, and Lightning’s retail payment challenge

52:31 OpenAI’s TBPN acquisition and the strategic value of media distribution

59:50 Open-source AI & Google's Gemma 4 release

1:03:14 Block’s new mesh-llm and peer-to-peer compute

1:07:21 Open agent marketplaces, business models, and demand formation

1:22:40 Block’s corporate structure shift from "hierarchy to intelligence" and the “mini-agi” vision

1:32:55 Scheduling notes - no pod next Friday! Next pod Tuesday, April 14

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SHOW NOTES:

Block's bitcoin faucet: https://btc.day/

Google's quantum paper: https://research.google/blog/safeguarding-cryptocurrency-by-disclosing-quantum-vulnerabilities-responsibly/

Oratomic quantum paper: https://arxiv.org/html/2603.28627v1

SHRIMPS: https://delvingbitcoin.org/t/shrimps-2-5-kb-post-quantum-signatures-across-multiple-stateful-devices/2355

Mesh-llm: https://www.anarchai.org/

Block's corporate structure shift: https://block.xyz/inside/from-hierarchy-to-intelligence

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