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Why AI Will Supercharge Bitcoin’s Next Boom | Luke Thomas
Luke Thomas joins Marty to discuss how AI creates unbounded leverage for startups while legacy companies struggle with adoption due to tech debt, bureaucratic structures, and outdated business models. Luke shares his journey from building remote work software to leading AI initiatives at Zapier, explaining why 95% of corporate AI transformations fail. The conversation covers AI agents as digital employees, workflow automation tools like N8N, and practical implementation strategies for small businesses. Luke argues that Bitcoin treasuries serve as founder coaching by rewiring capital allocation decisions, offering profitable companies a hedge against fiat debasement while maintaining focus on beating Bitcoin's hurdle rate through intelligent business operations.
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0:00 - Intro
0:45 - Luke’s Background
7:11 - Unbounded leverage, AI adoption struggle
13:54 - Osbcura & Bitkey
15:39 - AI evolution retrospective
22:59 - AI agents
30:05 - SLNT & Unchained
31:37 - AI disruption of incumbents
38:41 - Bureaucratic roadblocks
41:59 - AI arms race
51:22 - Product design and UX
55:31 - Building at Formable
1:01:50 - AI-first, decentralization
1:05:50 - Navigating hype
1:12:01 - AI at TFTC
1:20:32 - Bitcoin in the AI strategy
1:29:01 - Adoption timeline for Bitcoin treasuries
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