Bell Curve OpenAI, Hyperliquid, and the Internet's Next Growth Phase | Roundup
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May 30, 2025 The discussion kicks off with insights on Sam Altman and Jony Ive's collaboration, and how consumer applications are evolving. The shifting power dynamics between San Francisco and New York in tech and finance are analyzed. Hyperliquid's impressive growth in decentralized exchanges is dissected, revealing its competitive strategies. The talk also covers how generational views shape perceptions of cryptocurrency, alongside an exploration of investment strategies and the future of ICOs, emphasizing the need for transparency and deeper engagement.
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SF's Tech Wealth Dominance
- San Francisco remains the future's epicenter with major new wealth from AI and tech IPOs.
- NYC, without a comparable tech outcome, struggles to match SF's dominance, except for tax-optimized Miami.
AI Drives Internet Growth
- AI adoption is driving the next wave of internet growth, with crypto infrastructure trailing behind.
- Being near AI hubs like SF is more advantageous than purely financial centers like NYC for future tech opportunities.
Blockchain vs AI Consumer Adoption
- Blockchain currently serves mostly enterprise use cases, while AI enables exciting consumer application waves.
- Consumer blockchain apps are nascent, unlike the rapid adoption shown by AI-driven consumer apps like ChatGPT.