The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

Feb 21, 2025 #FullEpisodes

(0:00) The Besties welcome John and Patrick Collison!
(4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators
(20:31) Jamie Dimon's leaked rant on remote work and bureaucracy
(34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years
(43:51) Crypto Corner: Milei's Memecoin embarrassment
(1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model
(1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up
(1:30:22) Science Corner: Asteroid update
(1:35:42) Why Stripe hasn't gone public yet, despite great metrics

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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://www.cnbc.com/2024/10/23/strip...
https://x.com/Zigmanfreud/status/1890...
https://www.coworker.org/petitions/pr...
https://www.bloomberg.com/news/articl...
https://www.washingtonpost.com/nation...
https://x.com/chamath/status/18877215...
https://www.amazon.com/Boyd-Fighter-P...
https://www.cnn.com/2025/02/16/americ...
https://www.cnn.com/2025/02/18/americ...
https://arcinstitute.org
https://blogs.nvidia.com/blog/evo-2-b...
https://artificialanalysis.ai/models/...
https://x.com/GavinSBaker/status/1891...
https://www.amazon.com/Henry-J-Kaiser...
https://x.com/AsteroidWatch/status/18...
https://x.com/AsteroidWatch/status/18...

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