Episode Description
The AI revolution is accelerating faster than most people realize, but major institutions aren't accounting for it in their economic projections. While the CBO just added $1.4 trillion to this decade's deficit forecast, they completely missed the potential disruption from artificial intelligence.
In this episode:
- The viral "something big is happening" AI post and what it missed
- Why institutional adoption of AI tools faces massive inertia despite breakthrough capabilities
- How the managerial class creates friction against disruptive technologies
- CBO deficit projections ignore AI's potential economic disruption
- Private credit losses pile up as AI disrupts software companies
- Lightning Labs releases agent payment tools - the machine payable web arrives
- Why Bitcoiners can't be complacent about agent payments
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TIMESTAMPS:
00:00:00 - Introduction from Bitcoin Investor Week NYC
00:02:06 - The viral AI post breakdown and institutional blindness
00:06:41 - Testing AI tools at TFTC - reality vs hype
00:09:00 - Managerial class inertia against disruption
00:11:05 - CBO deficit projections miss AI disruption completely
00:16:26 - Private credit losses from AI disruption begin
00:21:00 - Bitcoin and the machine payable web revolution
00:24:06 - Lightning Labs agent payment tools launch
00:26:00 - Competition for agent payments - Bitcoin must compete
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