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Bobby Gray

Singer

Aug 13, 2026

19:31
Can you tell me a bit about that as well?
19:33
Well, that's us.
19:34
So, so, okay.
19:35
So just a, a quick, you know, kind of introduction of how we got to where we are today.
19:41
I'm sitting around, I'm listening to the Rogan podcast and some guest on there says, Hey, what do you think about Texit? T E X I T.
19:51
And he's like, what's Texas? You know, like Brexit, like Britain left the EU.
19:55
What do you think about Texas leaving America? And Rogan was like, that's a terrible idea.

7 MINS LATER

26:33
So let's say when Dexacoin becomes big, what happens to Bitcoin?
11:51
What are some of the unanswered questions that you might have or you and Andy might have still?
11:56
I'll start with hyperscalers and then kind of broaden it out to the AI labs and AI more broadly.
12:00
On the hyperscalers, one thing that we keep circling back to is just this question of industry structure and how it's changing.
12:08
You know, historically the kind of hyperscale or cloud service provider market was, was a pretty cozy oligopoly.
12:14
Three big players, Microsoft, Amazon, and Google.
12:18
We've seen a number of new entrants into this space.
12:20
Obviously you have, you know, a number of Neo clouds and Oracle reaching real critical mass.

12 MINS LATER

24:29
What, a lot of use cases here in your estimation, what's the most important use case or cases that are driving AI adoption now and how do you think that evolves?

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