{"podcast":{"title":"PBJ","slug":"presidio-bitcoin-jam-7268126","podcast_index_feed_id":7268126,"rss_url":"https://feeds.fountain.fm/UnefO3pkSLLDwIGz0Xq1","website_url":"https://presidiobitcoin.substack.com/podcast","image_url":"https://feeds.fountain.fm/UnefO3pkSLLDwIGz0Xq1/files/COVER_ART---DEFAULT---7cd943d4-0f14-450a-80a8-2f3e51634c27.jpg","author":"With David King, Max Webster, and Steve Lee","episode_count":76,"summary":"PBJ is a weekly live show recorded at Presidio Bitcoin where 3 friends gather to make sense of bitcoin’s latest topics, from distilling technical concepts to discussing new ways to use bitcoin to determining its impact on the financial system. Join David King, Steve Lee, and Max Webster, longtime bitcoiners with deep roots in Silicon Valley, as they swap knowledge, challenge assumptions, and joust about the big questions of the day, bridging the gap between big tech and bitcoin. presidiobitcoin.substack.com","last_synced_at":"2026-07-25T22:17:40.733092+00:00","page_url":"https://stenobird.com/podcast/presidio-bitcoin-jam-7268126"},"episode":{"title":"Strategy's STRC Buying Spree, Open-Source AI Blind Spots, Bitcoin Stablecoins from Utexo & Ark","slug":"strategy-s-strc-buying-spree-open-source-ai-blind-spots-bitcoin-stablecoins-from-utexo-ark","published_at":"2026-03-13T22:27:01+00:00","page_url":"https://stenobird.com/podcast/presidio-bitcoin-jam-7268126/strategy-s-strc-buying-spree-open-source-ai-blind-spots-bitcoin-stablecoins-from-utexo-ark","show_page_url":"https://stenobird.com/podcast/presidio-bitcoin-jam-7268126","url":"https://fountain.fm/episode/y1LdkPScflXgTFe7JR4Q","audio_url":"https://feeds.fountain.fm/UnefO3pkSLLDwIGz0Xq1/items/5pFKZvMxUxBA6yreVSxF/files/AUDIO---DEFAULT---d367fd54-41e0-4870-9763-1715b80b8418.mp3","summary":"0:00 Opening banter: Elon chocolate, Dipsea registration, and college basketball 9:55 New York PubKey ₿uilder event and Spiral retreat recap 12:35 Presenting agentic commerce and the case for Bitcoin payments 15:50 Agentic payments: open questions, hype vs reality 18:35 Hype vs reality in current agentic payment adoption 21:38 Consumer commerce as the clearest early use case 23:38 Ads, trust, and why LLM commerce may break the Google model 28:45 Yahoo, Google, and the economics of search monetization 34:56 Subscriptions, open models, and the future AI business model mix 45:00 Open-source AI: where the biggest gaps and opportunities may be 47:35 Linux, cloud infrastructure, and lessons for AI’s open stack 56:40 The open standard: open models, open hardware, and verifiable compute 1:02:32 Bitcoin-native rails for agent coordination, collateral, and payments 1:17:48 Meta, “performance art” agents, and the limits of current social AI 1:20:28 Voice interfaces, agent orchestration, and the future of work 1:35:02 Strategy’s STRC buying spree and Bitcoin-based yield demand 1:40:07 Bitcoin-based stablecoins from Utexo, Ark Labs, and Tether - SHOW NOTES: PubKey Podcast with Steve, Haley and Mat: https://www.youtube.com/watch?v=01NLHgBO-dM STRC Tracker: strc.live - SUBSCRIBE: https://www.youtube.com/@PresidioBitcoin","meta_description":"0:00 Opening banter: Elon chocolate, Dipsea registration, and college basketball 9:55 New York PubKey ₿uilder event and Spiral retreat recap 12:35 Present…","key_points":[],"chapters":[],"topics":[],"duration_seconds":6381,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/presidio-bitcoin-jam-7268126/episodes/strategy-s-strc-buying-spree-open-source-ai-blind-spots-bitcoin-stablecoins-from-utexo-ark/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/presidio-bitcoin-jam-7268126/strategy-s-strc-buying-spree-open-source-ai-blind-spots-bitcoin-stablecoins-from-utexo-ark.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}