Dave Blundin

Peter Diamandis × Brian Armstrong × Salim Ismail × Dave Blundin × Dr. Alexander Wissner-Gross

Bitcoin has probably bottomed near $60,000, but becoming digital gold depends on 30% of capital treating it as a hedge.Coinbase reports 100 million AI-agent transactions worth $50 million, while stablecoins could become default settlement through self-custodial Base wallets.Frontier-AI IPOs reportedly face only $75 billion of liquidity, even as SpaceX infrastructure and NewLimit clinical catalysts advance.

Peter Diamandis × Cathie Wood × Salim Ismail × Dave Blundin × Dr. Alexander Wissner-Gross

Cathie Wood argues that robotics, energy storage, AI, blockchain, and multi-omic sequencing could lift real global GDP growth above 7% as falling costs unlock explosive unit demand and convert household labor into measured commerce.The thesis concentrates capital around power, open-source AI, robotaxis, and convergent platforms, with $10 trillion of global power investment and Tesla’s potential $0.20-per-mile rides as catalysts, while China’s open-source lead and legacy infrastructure remain key uncertainties.

Peter Diamandis × Anatoly Yakovenko × Dave Blundin × Salim Ismail × Alexander Wissner-Gross

Solana’s differentiated role is execution: valuable order flow makes traders pay for priority, while stablecoins could move $1 trillion to $10 trillion on-chain over five years and make settlement programmable.The catalyst is cheaper global capital formation, but adoption still depends on better interfaces and legal recognition of limited liability for smart-contract participants.

Peter Diamandis × Alexander Wissner-Gross × Dave Blundin

The AI race is becoming an energy race as China targets nuclear leadership by 2030 and produced roughly 700 GW of solar panels in 2024, while US licensing takes 10–12 years.Frontier models could become winner-take-all through self-improvement, while Cursor’s $500 million ARR and AI startup revenue demonstrate unusually capital-light economics; generation, distribution, storage, and regulation remain key constraints.

Peter Diamandis × Anthony Scaramucci × Salim Ismail × Dave Blundin

The administration’s AI, crypto and deregulation agenda may survive Elon Musk’s exit, but energy policy remains constrained by culture-war opposition to batteries and solar.AI productivity, electricity scarcity and China’s faster infrastructure buildout make federal preemption, radical energy expansion and data-center construction key catalysts, while Bitcoin’s finite supply underpins Scaramucci’s $200,000 year-end projection and fiscal-risk thesis.

Salim Ismail × Dave Blundin × Peter Diamandis

Michael Saylor’s doubled “42/42” plan could fund $84 billion of Bitcoin purchases, while corporate buying already equals 3.3 times 2025’s new supply.Saudi Arabia is combining Middle Eastern capital with US technology through Amazon and HUMAIN’s $5 billion AI zone and Nvidia’s 18,000 GB300 Blackwell chips.The investable battleground spans concentrated AI leadership, debt-financed compute, TSMC exposure, software labor displacement, and robotics deadlines including Archer’s LA28 air-taxi commitment.

Salim Ismail × Peter Diamandis × Dave Blundin

AI’s constraint is shifting from ideas to compute, with a cited millionfold increase needed within four to five years and 5 million–10 million GPUs projected.Trusted agents could replace search-and-select purchasing, while reported revenue per AI-dialogue session is one-tenth to one-hundredth of Google search against its cited $300 billion advertising business.AI-written software makes product judgment scarcer, while power, fabs, and permitting remain constraints worth monitoring.