LATEST EPISODE: 110 - The Singularity Stack: Energy, AI Agents & Bitcoin Settlement with Liam Nelson
Thinking is becoming a manufactured good. Liam Nelson of Early Riders walks through the Singularity Stack — the conversion chain from raw energy to compute, models, harnesses, agents, and final settlement, and why Bitcoin sits at the end of that stack.
This is a builder-and-allocator conversation: energy bottlenecks, the economics of models vs. harnesses, agent-to-agent markets, and why technological deflation and hard money pull in opposite directions. If you allocate capital, build infrastructure, or think in Bitcoin as the hurdle rate, this is the map.
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Chapters
00:00 Introduction to Liam Nelson and Early Riders
03:45 The shift from high to low time preference investing
04:37 Creating the Singularity Stack: framework and motivation
05:36 AI adoption and parallels with internet growth
06:28 The analogy of electricity and technological progress
13:24 The nine layers of the Singularity Stack
22:24 Energy as the foundation of the stack
26:28 Energy bottlenecks and infrastructure challenges
33:03 Models, harnesses, and the economics of AI models
37:55 The role of agents, identity, and coordination
44:24 Innovations like Hugging Face and open source robots
45:33 The agent to agent economy and future productivity
50:22 Inflation versus deflation in technology and money
55:01 Key takeaways and future opportunities
Resources
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❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.
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