Ep80 Everything Old is Networked Again

Ep80 Everything Old is Networked Again

The Net Society crew is back together for a wide-ranging conversation on AI IPO season, market structure, and where capital flows next. They kick things off by debating whether massive public listings from SpaceX, OpenAI, and Anthropic could mark a top, a wealth creation event, or a new chapter in the AI economy. From there, they explore how the AI trade is pulling attention away from crypto, the role of data centers as the new bottleneck, and whether ETH benefits from building in the shadow of the AI boom. The conversation then turns to open source models, local AI, margin compression, and whether frontier AI companies should be valued like software businesses or utilities. Later, the crew gets into orbital data centers, regulatory arbitrage in space, and the “network state” taking its final form above Earth. The episode wraps with a cultural detour through paid speech, dead internet theory, New York discourse, vibe shifts, political exhaustion, and the strange experience economy of waiting in line for mediocre coffee. Mentioned in the episode SpaceX IPO https://x.com/FT/status/2057896888863510658 [https://x.com/FT/status/2057896888863510658] Sam Altman overdoses on GLP-1s https://x.com/Overlap_Tech/status/2056847843743162448 [https://x.com/Overlap_Tech/status/2056847843743162448] Show & Hosts Net Society: https://x.com/net__society [https://x.com/net__society] Aaron Wright: https://x.com/awrigh01 [https://x.com/awrigh01] Chris F: https://x.com/ChrisF_0x [https://x.com/ChrisF_0x] Derek Edwards: https://x.com/derekedws [https://x.com/derekedws] Priyanka Desai: https://x.com/pridesai [https://x.com/pridesai] Production & Marketing Producer/Editor: https://x.com/0xFnkl [https://x.com/0xFnkl] Social: https://x.com/v_kirra [https://x.com/v_kirra] * (00:00) - AI IPO Season & Retail Liquidity * (06:16) - Data Centers, Crypto Risk & The AI Casino * (10:24) - ETH, Network Effects & AI Compression * (13:59) - Open Source AI, Local Models & Utility Economics * (27:14) - Orbital Data Centers & Regulatory Arbitrage * (40:09) - Paid Speech, Dead Internet & Sovereign Opinion * (43:01) - New York Discourse, Vibe Shifts & Coffee Lines * (01:00:53) - Welcome & Disclaimer

Ep79 Celebrity Wrappers

The Net Society crew is back together to unpack a week of internet spectacle, AI froth, crypto privacy, and demographic anxiety. They kick things off with Shl0ms’ Monet fakeout, using the viral AI art discourse to talk about attention games, bots, and the strange durability of crypto art. From there, they debate Martha Stewart’s AI home management startup and whether celebrity-backed ChatGPT wrappers are a real consumer wedge or just another top signal. The conversation then widens into model commoditization, low switching costs, U.S.-China chip strategy, robotics, and the next phase of the AI race. The crew also digs into Zcash, financial privacy, Hyperliquid’s USDH drama, and the exhaustion of retail crypto getting co-opted by insiders. The episode wraps with a detour through World Cup bloat, declining birth rates, “full-time children,” family formation, and the unsettling prospect of pregnancy robots. Mentioned in the episode SCHL0MS Monet post https://x.com/SHL0MS/status/2054280631807316329 [https://x.com/SHL0MS/status/2054280631807316329] Martha Stuart Home AI https://www.businesswire.com/news/home/20260512987617/en/Martha-Stewart-Announces-Hint-a-New-Home-Management-Platform-Built-on-Human-Expertise-and-AI [https://www.businesswire.com/news/home/20260512987617/en/Martha-Stewart-Announces-Hint-a-New-Home-Management-Platform-Built-on-Human-Expertise-and-AI] 99% of people don’t use paid AI https://x.com/JohnLeFevre/status/2025334966884708846 [https://x.com/JohnLeFevre/status/2025334966884708846] Trump’s trip to China https://x.com/nypost/status/2055098939351650595 [https://x.com/nypost/status/2055098939351650595] Robots working 8 hour shift https://x.com/adcock_brett/status/2054603963996278786 [https://x.com/adcock_brett/status/2054603963996278786] Coinbase x Hyperliquid news https://x.com/coinbase/status/2054894760859504936 [https://x.com/coinbase/status/2054894760859504936] World Cup halftime show lineup https://www.fifa.com/en/tournaments/mens/worldcup/canadamexicousa2026/articles/madonna-shakira-bts-co-headline-historic-final-halftime-show [https://www.fifa.com/en/tournaments/mens/worldcup/canadamexicousa2026/articles/madonna-shakira-bts-co-headline-historic-final-halftime-show] Jasmine Sun China on AI and work https://x.com/jasminewsun/status/2055069143716766099 [https://x.com/jasminewsun/status/2055069143716766099] Show & Hosts Net Society: https://x.com/net__society [https://x.com/net__society] Aaron Wright: https://x.com/awrigh01 [https://x.com/awrigh01] Chris F: https://x.com/ChrisF_0x [https://x.com/ChrisF_0x] Derek Edwards: https://x.com/derekedws [https://x.com/derekedws] Priyanka Desai: https://x.com/pridesai [https://x.com/pridesai] Production & Marketing Producer/Editor: https://x.com/0xFnkl [https://x.com/0xFnkl] Social: https://x.com/v_kirra [https://x.com/v_kirra] * (00:00) - Shl0ms, Monet & AI Art Discourse * (06:44) - Bots, Attention Games & Online Astroturfing * (10:54) - Martha Stewart & Celebrity AI Wrappers * (15:24) - Model Commoditization & Low Switching Costs * (23:27) - China, Chips, Robotics & the AI Race * (36:03) - Zcash, Privacy & Hyperliquid’s USDH Drama * (43:03) - World Cup Bloat, Birth Rates & Pregnancy Robots * (58:33) - Welcome & Disclaimer

Ep78 Slop, Stunts & Millennial Politics

The Net Society crew is back together for a wide-ranging conversation on politics, crypto, AI, and the accelerating weirdness of the internet. They open with Spencer Pratt’s LA political rise, using it as a lens for how celebrity, AI slop videos, and direct-to-feed campaigning may be reshaping political media. From there, they compare LA and New York political content, Mamdani’s street-level style, and the possibility of a broader reform movement breaking through old institutional structures. The crew then turns to crypto, unpacking major token and infrastructure moves around Arc, Canton, Circle, public companies, and the growing convergence between blockchains and traditional finance. Consensus in Miami becomes a referendum on crypto’s cringe problem, before the conversation shifts into AI, where Anthropic, xAI, Colossus, Cursor, Grok, OpenClaw, Hermes, and agent harnesses all point toward a new phase of frontier technology competition. The episode closes by asking whether AI agents are following a DeFi-like arc: real innovation buried under waves of noise. Mentioned in the episode Spencer Pratt LA Mayor Campaign AI Slop vid https://x.com/charliebcurran/status/2051647381981290697 [https://x.com/charliebcurran/status/2051647381981290697] Mamdani Ken Griffin video https://x.com/NYCMayor/status/2044508902809628760?s=20 [https://x.com/NYCMayor/status/2044508902809628760?s=20] Bullish acquires Equiniti https://www.wsj.com/finance/currencies/crypto-exchange-bullish-strikes-4-2-billion-deal-for-transfer-agent-in-tokenization-push-4af8f41f [https://www.wsj.com/finance/currencies/crypto-exchange-bullish-strikes-4-2-billion-deal-for-transfer-agent-in-tokenization-push-4af8f41f] Consensus 2026 memes https://x.com/cryptosmiff/status/2053175297818911145?s=20 [https://x.com/cryptosmiff/status/2053175297818911145?s=20] And https://x.com/brookejlacey/status/2053196312091427119 [https://x.com/brookejlacey/status/2053196312091427119] xAI and Cursor https://x.com/xDaily/status/2052867330418335989 [https://x.com/xDaily/status/2052867330418335989] Show & Hosts Net Society: https://x.com/net__society [https://x.com/net__society] Aaron Wright: https://x.com/awrigh01 [https://x.com/awrigh01] Chris F: https://x.com/ChrisF_0x [https://x.com/ChrisF_0x] Derek Edwards: https://x.com/derekedws [https://x.com/derekedws] Priyanka Desai: https://x.com/pridesai [https://x.com/pridesai] Production & Marketing Producer/Editor: https://x.com/0xFnkl [https://x.com/0xFnkl] Social: https://x.com/v_kirra [https://x.com/v_kirra] * (00:00) - Spencer Pratt, LA Politics & AI Slop Campaigning * (08:35) - Political Ads, Memes & the New Media Playbook * (19:17) - The Pratt Hat, Reform Movements & Institutional Frustration * (22:59) - Arc, Canton, Circle & Public Company Tokens * (29:46) - Consensus Miami & Crypto’s Cringe Problem * (33:25) - Anthropic, xAI, Cursor & the Compute Wars * (38:10) - OpenClaw, Hermes & the Future of Agent Harnesses * (46:50) - Welcome & Disclaimer

Ep77 The Headless Internet

The Net Society crew is joined by John from SuperRare for a wide-ranging conversation on AI agents, headless software, crypto infrastructure, and the strange future of machine-mediated markets. They open with AI psychosis, neurotic models, compute subsidies, and the rising push toward CLI-first products, before exploring what happens when agents become the primary users of SaaS, payments, marketplaces, research tools, and crypto rails. From there, Aaron walks through a set of 2035 and 2040 agent economy predictions, including autonomous micro-enterprises, agent procurement, machine capital markets, self-sovereign AI, robotic factories, and AI-managed civic infrastructure. The episode then turns toward internet culture, Brian Johnson, peptides, crypto’s identity crisis, NFT market momentum, DeFi hacks, AI-assisted hacking, and the question of what new digital culture could actually bring buyers and creators back into the room. Mentioned in the episode Guest John from SuperRare https://x.com/SuperRareJohn [https://x.com/SuperRareJohn] Rare protocol https://rare.xyz/?utm_source=chatgpt.com [https://rare.xyz/?utm_source=chatgpt.com] Bankr https://x.com/bankrbot [https://x.com/bankrbot] Brian Johnson Tweet https://x.com/bryan_johnson/status/2049687845082910812 [https://x.com/bryan_johnson/status/2049687845082910812] Show & Hosts Net Society: https://x.com/net__society [https://x.com/net__society] Aaron Wright: https://x.com/awrigh01 [https://x.com/awrigh01] Chris F: https://x.com/ChrisF_0x [https://x.com/ChrisF_0x] Derek Edwards: https://x.com/derekedws [https://x.com/derekedws] Priyanka Desai: https://x.com/pridesai [https://x.com/pridesai] Production & Marketing Producer/Editor: https://x.com/0xFnkl [https://x.com/0xFnkl] Social: https://x.com/v_kirra [https://x.com/v_kirra]

EP 76 Spiritual Geography

Everything is Casino. The Digital Art Timeline is a Church Basement Art Fair. New York is alive and well. Austin and El Segundo are hardware hot zones. Another Vibe Shift? The future of adaptive web design and AI UX. Etc.... Show & Hosts Net Society: https://x.com/net__society [https://x.com/net__society] Aaron Wright: https://x.com/awrigh01 [https://x.com/awrigh01] Chris F: https://x.com/ChrisF_0x [https://x.com/ChrisF_0x] Derek Edwards: https://x.com/derekedws [https://x.com/derekedws] Priyanka Desai: https://x.com/pridesai [https://x.com/pridesai] Production & Marketing Substitute Producer/Editor: https://x.com/v_kirra [https://x.com/v_kirra] The usual Producer/Editor: https://x.com/0xFnkl [https://x.com/0xFnkl]