PBJ: Life on a bitcoin standard, version control for vibe coding, BTC treasury company saturation

Show Notes

0:00 Welcome to the show! 2:24 The bitcoin capital vacuum and interaction with other singularities. 6:58 A bitcoin standard will change capital structures (equity vs debt financing). 10:35 Acceleration of product market fit and the implications for capital allocation. 21:13 Vibe coding comes to video with Veo 3. Can it invert the product development process? 25:45 What will still be scarce as costs trend toward zero? 32:17 The value of authenticity when signing with a private key. 36:03 Revisiting proof of personhood - is there a compelling use-case? 39:30 Was the initial distribution of bitcoin fair? 48:31 Is concentration in early adopters a point of contention or a natural outcome? 53:30 Revisiting equity vs. debt. 59:39 We want a vibe coded music maker. 1:04:18 Building a Nostr bot using Lightning. 1:13:55 We already see examples of how a deflationary currency would work. 1:19:05 A new monthly meetup at Presidio Bitcoin: ⁨₿uilders. 1:25:26 Home equity to buy bitcoin with Horizon and Sovana. 1:33:22 Saylor will eventually buy Boeing??? 1:36:46 How Max changed his mind on Saylor and Strategy.