Are The AI Labs Getting Nationalized?

Avi sits down with Ari Paul. His former boss, founder of BlockTower Capital, and one of the sharpest minds in crypto, for a wide-ranging conversation on what's next. We discuss why crypto was the easiest table in finance and why that edge is gone, why the best people left crypto for AI, why Ari believes "Mythos is a military project" and the labs are heading for a Los Alamos-style lockdown, why the AI data center boom rhymes with the 1990s fiber bubble, where AI value actually accrues (why you might short Accenture but not Visa), why one person with an LLM can now do the work of a whole team, how Ari is using LLMs and neuromodulation to hack his own health, and why we may be at peak chaos in the Fourth Turning. Enjoy!

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Timestamps:

(00:00) Coming Up on 1000x...

(01:13) From BlockTower To Burnout: Ari Paul's Crypto Story

(09:01) Why Crypto Was The Easiest Table In Finance

(16:17) Crypto Is Over: The Best People Left For AI

(24:03) Mythos Is A Military Project

(30:04) The AI Bubble Is The Fiber Boom All Over Again

(39:38) Where AI Value Actually Accrues

(44:59) I Can Beat Most Doctors With An LLM

(58:19) Peak Chaos: The Fourth Turning & The Coming Reset

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.