Dorsey's Buzz Bets On Open-Source Bitcoin

This week Michael, Liam, and Brian open on the open-versus-closed AI debate: Jensen Huang's first-ever tweet and NVIDIA's letter backing open models, the new Security Alliance consortium, and NVIDIA's reported $250 billion financing for OpenAI's Ohio data center. They dig into Jack Dorsey's Buzz, the open-source workspace built on the same Nostr and bitcoin primitives as BitChat, and what shared compute and censorship-resistant protocols mean as BitChat downloads spike 32-fold in India. The guys run through a stack of payments deals: Stripe's reported talks to buy OpenRouter near $10 billion, Cursor, Ramp, and Meta building model routers, and Natural Pay's $30 million Series A for agentic payments. They get into their favorite topic, the DATs: Jack Mallers exiting 21 Capital as Tether's XXI merger falls apart, Strategy's first Stretch buyback, and the new bitcoin security consortium taking on quantum risk. They close on Augustus's $180 million raise, Worldcoin, and Travis Kalanick's return with Adam.

Chapters

00:00 - Introduction and overview of AI and open models 02:10 - Jensen Huang's first tweet on open models and global cooperation 09:08 - Discussion on slowing AI development and game theory 18:03 - Jack Dorsey's Buzz: Open source workspace and primitives 24:55 - Shared compute, decentralized protocols, and open standards 35:02 - Regulatory landscape and geopolitical implications 45:11 - Impacts on privacy, security, and censorship resistance 54:03 - Recent deals and industry movements in AI and crypto 01:02:08 - The future of Bitcoin, open protocols, and decentralized data