Two Ages One Chain

Can AI kill us?

Episode 10:

0:00 Intro
1:26 The Biggest Hack in Crypto History
2:27 North Korea's Lazarus Hacker Machine
6:16 Elon vs. CZ on the Timeline
8:13 Are Banks Actually Safe?
10:40 How Texas Turned Blue
14:52 Real Madrid Explains US Politics
16:25 Flash News With Nicolas
18:37 Alphabet's Worst Day Since IPO
22:56 The AI Extinction Iceberg
24:35 Meet Kelano and Alex
28:02 Will AI Kill Us?
32:17 AI Widens the Rich-Poor Gap
35:16 Why Nobody Can Opt Out
40:03 Building a Business With AI
44:56 Enterprise Value Is Dead
47:58 When AI Agents Break Out 53:27 Teach AI, Don't Sell Automations
56:50 Two Paths to $10K a Month

Alex believes enterprise value is effectively dead for most founders, since AI companies sell for about one times revenue, so you should build cash-flowing businesses instead.

Kelano says five- or ten-year plans no longer make sense in 2026; he only thinks about the next six months and stays agile for whatever comes next.

Bando says social trading brings new content formats, like trading contests you can actually sit down and watch. GMGN is jumping on the trend, and the main incentive is creator rewards.

Bando asks what happens to OpenAI’s IPO if Anthropic’s soaks up all the liquidity. He can’t comment on it, but says Claude is more popular than GPT right now.