Hyperscalers, geopolitics, and AI as infrastructure

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Presented collaboratively by Early Riders & Onramp Media…

Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.

00:00 - Intro and Bitcoin's surge

04:41 - Travis Kalanick’s ventures

09:07 - Founder-led innovation

13:36 - AI in construction

16:01 - Business refounding necessity

19:02 - AI's impact on jobs

22:01 - Market signaling and AI

28:38 - Unalterable data repositories

33:33 - Bitcoin in digital finance

41:14 - Crypto and traditional finance convergence

50:34 - Building financial companies with Bitcoin and AI

54:32 - Political implications on stablecoins

1:02:24 - AI tool vulnerabilities

1:06:14 - Data privacy and AI

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Links discussed:

https://x.com/timmyhmshen/status/2033373162256118219?s=46

https://www.theblock.co/post/393173/wells-fargo-files-wfusd-trademark-covering-crypto-trading-payments-and-tokenization-services?utm_source=twitter&utm_medium=social

https://www.mastercard.com/us/en/news-and-trends/stories/2026/mastercard-crypto-partner-program.html?utm_source=substack&utm_medium=email

https://www.theblock.co/post/393721/abra-to-go-public-via-spac-merger-at-750-million-valuation?utm_source=twitter&utm_medium=social

https://www.theblock.co/post/392812/stablecoin-fintech-kast-raises-80-million-in-series-a-to-fund-global-expansion?utm_source=telegram1&utm_medium=social

https://www.theblock.co/post/392812/stablecoin-fintech-kast-raises-80-million-in-series-a-to-fund-global-expansion?utm_source=telegram1&utm_medium=social

https://x.com/pete_rizzo_/status/2033185448026394872?s=46

https://www.wsj.com/finance/stocks/nasdaq-partners-with-kraken-in-tokenization-push-135e8112

https://x.com/MTanguma/status/2033187728976699843?s=20

https://techcrunch.com/2026/03/13/travis-kalanick-launches-a-new-company-called-atoms-focused-on-robotics/

https://x.com/cryptopunk7213/status/2031914914768449817?s=46

https://techstartups.com/2026/03/13/meta-plans-massive-layoffs-of-up-to-20-of-the-workforce-to-offset-soaring-ai-costs/

https://x.com/markgadala/status/2033230495283351624?s=46

https://x.com/trungtphan/status/2032224185335103686?s=46

https://x.com/TrungTPhan/status/2032224185335103686?s=20

https://x.com/etherealize_io/status/2031444979969647085?s=46

Keep up with Michael:

https://x.com/MTanguma

https://www.linkedin.com/in/mtanguma/

Keep up with Liam:

https://x.com/Lnelson_21

https://www.linkedin.com/in/liam-nelson1/

Keep up with Brian:

https://x.com/BackslashBTC

https://www.linkedin.com/in/brian-cubellis-00b1a660/