Efficiency Is Alpha: AI Disruption & the Return to Sound-Money Investing

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media...Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - Introduction to the Show and Guests03:22 - Expanding the Conversation: Bitcoin and Capital Markets05:38 - Robinhood's Crypto Push and Tokenization Trends12:00 - Value Accrual in Crypto and Traditional Markets19:57 - User Experience vs. Infrastructure in Crypto24:22 - AI Disruption: Winners and Losers in Venture Capital37:14 - The Rise of AI in Venture Capital40:07 - Understanding Revenue Metrics in Startups42:31 - The Shift in Founder Expectations47:14 - The Unsustainable Venture Capital Game51:43 - The Importance of Sound Money Principles55:33 - The Future of Venture Capital and Bitcoin01:01:30 - The Evolving Landscape of Crypto CustodyIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://x.com/robpetrozzo/status/1939721226697494733https://x.com/amitisinvesting/status/1939716899656679693https://x.com/RobinhoodApp/status/1939709086645232006https://techcrunch.com/2025/06/25/kalshi-closes-185m-round-as-rival-polymarket-reportedly-seeks-200m/https://www.google.com/url?q=https://www.reuters.com/technology/polymarket-nears-200-million-raise-over-1-billion-valuation-source-says-2025-06-24https://x.com/Bruce_Markets/status/1937583818430435410https://x.com/matthew_sigel/status/1940007846680183026https://confluencevcweekly.beehiiv.com/p/yc-ai-agentshttps://newsletter.pragmaticengineer.com/p/state-of-eng-market-2024https://levelvc.com/this-is-not-your-mothers-alpha/https://x.com/bgurley/status/1932942519802777681https://x.com/MTanguma/status/1940009119886533089https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/viewKeep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Clay:https://www.linkedin.com/in/cbnorris/https://x.com/ClayNorris10https://confluencevcweekly.beehiiv.com/subscribehttps://www.outlaw.vc/