AI as a Deflationary Shock

Episode 53 - Bitcoin, AI and The New QE

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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:45] US Debt Crisis
[00:17:37] AI Disruption in The Startup Economy
[00:30:58] Debasement & Portfolio Construction
[00:44:34] Which Type of Non-Bitcoin Company Would Even Be Attractive Now?