PODCAST · business
Dry Run
by Eshita Nandini + Khushi Wadhwa
Explaining ideas in frontier technology with experts.
Episodes
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What is an open weight model? | Shiv Shankar, Boundless
Shiv Shanker, founder and CEO of Boundless, joins the Dry Run to explain what an open weight model actually is, and why he thinks most companies will try closed models first but eventually shift to open ones. We go from the difference between a model's code and its weights to why OpenAI and...
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How is the AI buildout financed? | Austin Campbell, Zero Knowledge
Austin Campbell, founder of Zero Knowledge and adjunct professor at NYU Stern, has spent his career in risk and structured finance. In this episode, he dives into the ins and outs of the AI buildout, especially how it is financed, who's doing the financing, the role of debt, and how the AI boom...
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Why is it so hard to get data for robots? | Naman Kapasi, Nirvana
Naman Kapasi, CEO and co-founder of Nirvana, joins us on the Dry Run to talk about why data quality, not intelligence, is what's holding general purpose robotics back. 02:05 LLMs to VLAs to world models 07:39 Playing air hockey with a robot 08:34 The bottleneck isn't perception, planning, or...
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How GTM Engineers Are Rebuilding Sales | Everett Berry, Clay
Everett, Head of GTM Engineering at Clay, joins Dry Run for a conversation on the rise of GTM engineering and what it changes about sales. Timestamps: 06:00 - Why the old outbound motion broke 09:51 - GTM loops: data > agents > action > feedback 12:46 - The “golden list” every founder should…
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How do agentic payments work? | Lincoln Murr, Coinbase
The internet has had a status code reserved for payments since the 1990s. Nobody could implement it until AI agents needed wallets.Lincoln Murr, AI products at Coinbase, joins Eshita and Khushi to answer an important question: how do agentic payments work?We go from buying a VPN with Bitcoin at…
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Why the best designers make the worst employees | Simon Corry (Basis, Ramp)
Simon Corry has spent over two decades in product design, from the Royal Mail to WeTransfer to Ramp, and he's now at Basis. In this episode he joins us to talk about his design journey, how he hires for spiky people over polished portfolios, and what he learned building a multiplayer game solo…
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From Louis Vuitton to Stablecoin Orchestration: How Digital Assets Solve Card Payments | Gap, Suby
Gap, founder and CEO of Suby, joins joins Khushi and Eshita on the Dry Run to talk about who really moves your money when you swipe a card, and where stablecoins fit into the stack.We go from a $40K NFT checkout problem at Louis Vuitton to why stablecoins transform global money movement.00:25...
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What AI Trading Agents Are Doing With Your Money
Amy Zhao from Initiative for Cryptocurrencies and Contracts (IC3) to break down her team's research on AI trading platforms that hit $3B+ in combined market cap. We go from how users lost $191M to why most agents aren't trading autonomously yet, and what a maturity framework for investment-grade...
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Are Crypto Wallets Dead? The Future of Embedded Wallets & Agentic Payments
Nitya, founder and CEO of Para, joins us to discuss how embedded wallets are reshaping the crypto user experience, and whether the traditional wallet model still makes sense. We break down why wallets exist on blockchains, how they've evolved from 2017 to 2026, and how wallet infrastructure will...
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Agents, Creators, and the Pay-Per-Use Internet
Michael Blau is a former a16z crypto investor and the founder of Drip, a platform that lets agents pay creators directly for paywalled content. We talk about why micropayments failed for humans but work for agents, how the dev stack for agentic commerce works, and what the internet looks like…
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Lessons From Building the First Killer App
Dan Bricklin, co-creator of VisiCalc and builder joins us to talk about how people adopt new tools. We go from how VisiCalc launched on the Apple II into a world where few knew what a computer was to why he thinks most AI tools haven't found their real interface yet. 02:19 How the first…
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Does Fairness Matter in Prediction Markets?
Aaron Brogan joins us to talk about the legal landscape for prediction markets, fairness and insider trading. We cover: 01:18 - Legal history of prediction markets 08:18 - CFTC vs prediction markets 11:57 - Fairness doesn't matter 22:19 - Modern rhetoric on prediction markets 26:38 - Prediction...
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Innovation Isn't the Hard Part in Payments
Andrew Dresner, banker and author, joins Khushi and Eshita to talk about payments products and adoption.We go from his experience helping build Zelle and watching banks innovate to how he thinks about stablecoins and agentic commerce today.02:06 Why payments innovation takes 20+ years05:29 Why...
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Eliminating Insider Trading in Prediction Markets
Shreyas from Monad joins us to talk about about evolving retail investing risk appetites, prediction markets, and insider trading.We cover:01:32 - Evolution of trading and investment strategies07:28 - Democratization of white collar crime11:37 - Insider trading in prediction markets vs sports...
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Where Does Yield Come From?
Simran of Monaco Trading breaks down where yield actually comes from, why institutional failures came down to risk management, and what Monaco is building for a world where TradFi and DeFi converge. 01:26 - Lessons on financial markets from TradFi & DeFi 03:33 - RWAs are the most tangible form of...
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Scaling Privacy in Crypto
Connor shares his work at Tachyon, the team building a scaling upgrade for Zcash, breaking down the technical limitations that have held it back. We cover why institutions won't adopt permissionless blockchains, why retail needs onchain privacy, and what the Roman Storm trial means for how crypto...
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Stablecoin Payments at Scale
Patrick Kim breaks down how crypto cards are scaling stablecoin payments and what that means for global adoption, especially in emerging markets. We walk through how stablecoin card transactions actually work through card networks, the landscape of issuers, why stablecoin-native settlement is…
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Are RWAs DeFi?
Ivy, Head of Capital Markets at Plume Network, joins us to talk about how real-world assets are being brought onchain, the tradeoffs between permissioning and composability, and what how they plug into DeFi as we know it.
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Stripe's Crypto Product Strategy
In this episode, we talk with Jen Lee, Product Manager at Stripe, about how the company is approaching stablecoin payments and what early merchant adoption looks like.
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Prediction Markets Beyond Polymarket & Kalshi
We explore prediction markets as “world truth machines” — how they monetize knowledge, why timing finally clicked, and where the next breakout category might come from with Neel Daftary from Delphi Digital.
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ABOUT THIS SHOW
Explaining ideas in frontier technology with experts.
HOSTED BY
Eshita Nandini + Khushi Wadhwa
CATEGORIES
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