Uploaded June 2026 | Updated September 2026, 2 weeks ago
🚨 CHECK OUT TBL PULSE FOR FREE: research.thebitcoinlayer.com
In this episode, Nik welcomes Charlie Hu, founder of Coco AI and a bitcoiner since 2012, for a wide-ranging conversation on where AI is heading. Charlie shares takeaways from the Super AI conference in Singapore, walks through SpaceX's $60 billion acquisition of Cursor and what it signals about AI capital and exits, and gives his read on the US government's suspension of Anthropic's Fable and Mythos models. He then lays out his core thesis: that AI is ultimately a process of converting energy into intelligence, which reframes data centers, the US-China race, and even SpaceX's valuation as an energy story. Drawing on his background as a bitcoiner and former Web3 builder, Charlie explains why he sees this as the most important paradigm shift of our era.
Get Nik's weekly bitcoin and macro research: thebitcoinlayer.com/subscribe
Timestamps:
00:00 Takeaways from the Super AI conference in Singapore
01:00 Why Singapore became a US-China AI hub
03:22 Physical AI and the shift past software agents
05:48 SpaceX acquires Cursor for $60 billion
13:18 The US government suspends Anthropic's Fable and Mythos
16:09 Why model risk is pushing users toward being model agnostic
21:24 The 1990s crypto wars and the fight over powerful tech
24:00 Charlie's story: bitcoiner since 2012, Web3 builder
39:10 How AI changed the way Charlie sees the world
42:03 Energy as the bottleneck in the US-China AI race
44:27 Why SpaceX wants a data center in space
44:49 Tokens are the new oil
46:13 Where to find Coco AI
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube.
🎙 Subscribe to The Bitcoin Layer on your favorite podcast platform.
🐦 Follow TBL on X: /thebitcoinlayer
Nik Bhatia's Twitter: /timevalueofbtc
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Lead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB
🚨 CHECK OUT TBL PULSE FOR FREE: research.thebitcoinlayer.com
In this episode, Nik welcomes Charlie Hu, founder of Coco AI and a bitcoiner since 2012, for a wide-ranging conversation on where AI is heading. Charlie shares takeaways from the Super AI conference in Singapore, walks through SpaceX's $60 billion acquisition of Cursor and what it signals about AI capital and exits, and gives his read on the US government's suspension of Anthropic's Fable and Mythos models. He then lays out his core thesis: that AI is ultimately a process of converting energy into intelligence, which reframes data centers, the US-China race, and even SpaceX's valuation as an energy story. Drawing on his background as a bitcoiner and former Web3 builder, Charlie explains why he sees this as the most important paradigm shift of our era.
Get Nik's weekly bitcoin and macro research: thebitcoinlayer.com/subscribe
Timestamps:
00:00 Takeaways from the Super AI conference in Singapore
01:00 Why Singapore became a US-China AI hub
03:22 Physical AI and the shift past software agents
05:48 SpaceX acquires Cursor for $60 billion
13:18 The US government suspends Anthropic's Fable and Mythos
16:09 Why model risk is pushing users toward being model agnostic
21:24 The 1990s crypto wars and the fight over powerful tech
24:00 Charlie's story: bitcoiner since 2012, Web3 builder
39:10 How AI changed the way Charlie sees the world
42:03 Energy as the bottleneck in the US-China AI race
44:27 Why SpaceX wants a data center in space
44:49 Tokens are the new oil
46:13 Where to find Coco AI
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube.
🎙 Subscribe to The Bitcoin Layer on your favorite podcast platform.
🐦 Follow TBL on X: /thebitcoinlayer
Nik Bhatia's Twitter: /timevalueofbtc
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Lead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB
