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Liam Nelson

Movie director

Sep 22, 2026

7:07
So what helped you along the
7:09
way? Yeah, that's a great question and really appreciate it.
7:12
I guess, um, I was coming at it from the angle that there was a massive information asymmetry that's publicly available.
7:21
Whereas, you know, you guys put out a ton of great research and really make the information available about why Bitcoin is so important, et cetera.
7:29
But there are so many folks out there that, you know, even JP Morgan or uh jamie diamond from jp morgan says like satoshi can just come back and inflate the bitcoin supply and so with that like i understood just by speaking with a bunch of folks that there was a lot of information asymmetry and you know eventually they would come around to why bitcoin is valuable and you know would would need to allocate to it later on because economic forces would eventually get them there because, you know, they would see their savings diminish over time in real value if they didn't allocate to Bitcoin.
8:05
And so with that, I understood, you know, it makes sense to allocate to the asset itself.
8:11
And then I tried to understand, well, there could be other implications here too.

25 MINS LATER

32:49
likely for the foreseeable future, both closed source and open source, then you get into a layer of the stack called the harness, which is, in other words, perhaps, you know, the infrastructure layer, let's say, the tools and, and what you actually need to use some of these models, and you've you view this as one of the most maybe sticky or investable layers uh again correct me if i'm wrong on on any of this and then we you know you kind of get into how the agents interact you know on top of the models and this harness layer is that more or less the thesis or what what can you add to that yeah for sure um

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