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Bitcoin, submarine cables and AI
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What is discussed
AskMonty AI editorial noteSource consulted:
Bitcoin passing $100,000 prompts Montemagno, Max Ciociola and Paolo Barberis to discuss institutional adoption, concentrated holdings and entrepreneurial resilience. They then examine OpenAI's growing ecosystem, Meta's proposed submarine cable and AI simulations of people and cities. The common theme is approaching emerging opportunities and infrastructure with curiosity while acknowledging that predictions and trends can fail.
Key points
- Bullish Bitcoin views are linked to institutions and scarcity alongside wallet concentration and lost keys.
- Startup and early-internet recollections support resilience and listening to ideas that initially seem implausible.
- Developers, APIs and submarine cables reveal the economic and physical infrastructure behind digital services.
- Agents simulating people and urban flows suggest research and planning tools while raising questions about representativeness and change over time.
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