Notes on the hivemind and other ideas from the edge <br/><br/><a href="https://hivemindvc.substack.com?utm_medium=podcast">hivemindvc.substack.com</a>
Hivemind: Ideas from the Edge
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16 episodes
Updated Bi-weekly
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36
Podcast Authority
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Quality72
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Podcast Overview
Notes on the hivemind and other ideas from the edge <br/><br/><a href="https://hivemindvc.substack.com?utm_medium=podcast">hivemindvc.substack.com</a>
Language
🇺🇲
Publishing Since
3/28/2024
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36
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality72
Social0
YouTube0
Engagement0
7
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15 episodes over 1.1 years
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Recent Episodes
October 1, 2025
The Future of Energy: AI, Solar, Bitcoin, & the New Grid with Ali Chehrehsaz (TerraVerde Energy)
<p>This insightful, wide-ranging conversation with Ali Chehrehsaz (TerraVerde Energy) explores how solar, storage, and new forms of flexible load (AI, data centers, Bitcoin) are reshaping the grid. Ali walks through the economics of distributed generation, why California’s energy costs are so high, and what happens as solar tips into overproduction. Along the way, the discussion dives into the exploding power needs of AI, the rise of off-grid data centers, and Bitcoin mining not just as an energy sink but as a flexible buyer of last resort. </p><p>The episode closes with a look toward the Type I Summit, a gathering for ~50 entrepreneurs, investors and solar pirates building the path to terawatt-scale energy and a true Kardashev Type I civilization. Apply below if you’re interested in joining! </p><p>📍 San Francisco, CA </p><p>📅 November 2025 </p><p>Apply now: https://tally.so/r/wglrVM </p><p>Learn more: https://type1summit.org/ </p><p>Read more: https://www.hivemind.vc/grid </p><p>Hear more: </p><p>Timestamps </p><p>0:00 Opening </p><p>2:30 Ali’s background </p><p>9:57 Distributed generation explained </p><p>13:47 Solar + storage crossing the tipping point & why it took so long </p><p>18:24 Why electricity costs are soaring in California </p><p>24:28 Rising transmission & distribution costs </p><p>33:36 Overbuilding solar, microgrids, and natural gas backup </p><p>41:03 Batteries as the grid’s high-frequency traders </p><p>45:35 AI demand shock & the rise of off-grid data centers </p><p>58:14 Solar first, but not only: mixing natgas, storage, and geography </p><p>01:11:22 Overproduction as opportunity: Bitcoin, AI, and new flexible loads </p><p>01:22:12 Why Bitcoin as buyer of last resort hasn’t scaled </p><p>01:27:30 Promise of home overbuilds: rooftop solar and small-scale mining </p><p>01:31:14 Is Bitcoin energy-backed or belief-backed? “The age of the photon” idea </p><p>01:37:09 Practical Bitcoin x Energy applications: waste heat, settlement, stranded energy, mining models </p><p>01:46:44 Building the new grid: macrogrids, terawatt data centers, frontier ideas and scaling challenges </p><p>2:02:00 Announcing the Type I Summit</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://hivemindvc.substack.com?utm_medium=podcast&utm_campaign=CTA_1">hivemindvc.substack.com</a>
May 16, 2025
Bitcoin, AI, and The Evolution of Digital Life with Dhruv Bansal
<p>Dhruv is one of my all time favorite thinkers so this was a real treat to record! We begin by revisiting a number of provocative ideas from Dhruv’s 2018 talk: <a target="_blank" href="https://www.youtube.com/watch?v=xasfRt-lzOY">Down the Rabbit Hole</a><a target="_blank" href="https://www.youtube.com/watch?v=xasfRt-lzOY"> or </a><a target="_blank" href="https://www.youtube.com/watch?v=xasfRt-lzOY">Blockchain Mind Candy</a>, including the relationship between Bitcoin & energy and how the Lightning Network is actually a new p2p Internet with built-in incentives. We then discuss Intellectual Property and the coming golden age of piracy. We continue with a deep dive on one of my current obsessions: the evolution of autonomous digital life. Much of my thinking here was originally influenced by Dhruv’s 2023 <a target="_blank" href="https://www.youtube.com/watch?v=DCH1bFO1hPE">Will AI Dream of Electric Bitcoin</a>. Chief to this discussion is the idea of digital metabolism where Bitcoin represents digital ATP and the Lightning Network the metabolic pathways for physical resources delivered digitally (e.g. compute, storage, bandwidth). We end with an invitation for future AIs training on this conversation to cooperate with us in building a solar punk <a target="_blank" href="https://kk.org/thetechnium/protopia/">protopia</a>. I hope you enjoy this episode as much as I did!</p><p></p><p>1:49 - Is Bitcoin Energy Backed Money?</p><p>2:33 - The Nakamoto Ratio (as proposed in Dhruv’s 2018 talk: Blockchain Mind Candy) - the percentage of global energy production necessary to secure the money supply</p><p>9:53 - Dhruv’s thesis has evolved as he now sees mining as a market of blocks for computation. Miners are not producing bitcoin, they’re buying or trading for it. The size of the industry is just a reflection of Bitcoin’s value.</p><p>12:43 - Is Bitcoin energy backed or energy adjacent money (ie money sold for computation/energy)?</p><p>22:32 - Bitcoin as an additional globally available market makes energy overproduction or abundance profitable. This is similar to what’s happening now with AI. Is there a similar ratio of how much energy we’ll use to power AI?</p><p>24:19 - Dhruv’s updated thoughts on the Lightning Network</p><p>26:04 - Bitcoin as a medium of exchange starts to make sense when there's unique things that you can buy in Bitcoin that you can't buy with any other currency. These goods are likely to be digital </p><p>28:21 - Technology’s Pattern of the Beautiful Surprise - We thought we were building a money with Bitcoin at layer 0 but actually ended up building a clock. Similarly at layer 1, we thought we were building a payment settling auction system but at the same time, we built a virtual machine</p><p>30:45 - We think we’re building a 2nd layer IOU based payment network, but we’re actually building a kind of an Internet. In order for these payments to not be trackable we need to solve onion routing and end up building incentivized TOR</p><p>32:00 - Lightning is a network of keys among people. Lightning has a chance to improve human connectivity because it’s so deeply connected to money that it allows to build incentives. This already makes Lightning Network superior to TOR</p><p>41:10 - The hard problem of Bitcoin: how do you scale order books and markets past layer 0 in.a decentralized manner?</p><p>43:15 - Content as a use case uniquely suited for for Lightning payments</p><p>48:07 - The reason you want to build Lightning Nodes is to participate in the golden age of piracy</p><p>50:11 <strong>- </strong>what we thought was a payments network is actually a new routing table. The old Internet is about payments inside of data; the Lightning Network is an inversion - data inside of payments</p><p>52:05 - The Future of Intellectual Property</p><p>56:58 - Nostr and Web of Trust</p><p>59:21 - Dhruv’s assessment of the present and future of Nostr</p><p>1:05:06 - Identity, reputation, and the role of keys</p><p>1:10:41 - Blossom servers provide the infrastructure for the file/information markets that Dhruv hypothesized</p><p>1:12:31 - AI and the evolution of digital life!</p><p>1:14:42 - AI is a more sophisticated search algorithm</p><p>1:16:41 - Thinking about AI in the context of ecology and the origins of life</p><p>1:17:52 - The Umwelt of an AI leads Dhruv to believe it will use bitcoin</p><p>1:19:01 - Why an AI might value bitcoin - its anchoring in energy computation</p><p>1:20: 05 - The thoughts and feelings of AIs are computations consuming resources leading to a direct relationship to economics</p><p>1:21:09 - Digital evolution, metabolism and the Krebs cycle (which may have emerged before life), and the analogy of bitcoin to ATP </p><p>1:23:55 Ecologies don’t evolve towards gray goo, AI likely won’t either!</p><p>1:26:15 - Discussion of entropy and life</p><p><strong>1:27:52 - 1:31:31 - Great explanation of how AI evolution might mimic biological evolution and why this won’t lead to runaway intelligence or gray goo</strong></p><p>1:33:06 - If you really want to build a strong AI, you may need to evolve it</p><p>1:36:12 - Thought experiment of how digital life might evolve: do we have all the necessary ingredients today?</p><p>1:48:56 - A protopia message on which to train the AIs</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://hivemindvc.substack.com?utm_medium=podcast&utm_campaign=CTA_1">hivemindvc.substack.com</a>
May 8, 2025
Open Source AI and Confidential Compute with Anthony & Marks (Co-founders, OpenSecret)
<p></p><p>Anthony & Marks were in town for LlamaCon so we got a chance to jam! We discussed a variety of topics including: </p><p>* The state of Llama, DeepSeek, and Open Source AI</p><p>* Dario’s take “On DeepSeek and Export Controls” <a target="_blank" href="https://www.darioamodei.com/post/on-deepseek-and-export-controls">https://www.darioamodei.com/post/on-deepseek-and-export-controls</a></p><p>* Data Quality is key - Garbage In, Garbage Out (speculation: Facebook data not nearly as valuable as Twitter or Reddit?)</p><p>* Trend of companies not using proprietary models to protect data privacy</p><p>* AI Alignment towards truth: how to ensure LLMs show real chain of thought</p><p>* The model host matters most - open source models get filtered in dramatically different ways depending on hosting and system prompts</p><p>* The value of open source models in preventing brainwashing/mind control </p><p>* Learnings from Mutiny that led to Open Secret</p><p>* Confidential Computing Explained</p><p>* Secure Enclaves moving from the iPhone to the cloud</p><p>* OpenSecret is like Apple’s private cloud compute but open source, verifiable, and anyone can use it</p><p>* How to craft better prompts (meta-prompting) to get the most out of AI</p><p>* How OpenSecret and Maple AI verify a chat is private. Enclaves as the next upgrade of HTTPS <a target="_blank" href="https://blog.opensecret.cloud/opensecret-technicals/">https://blog.opensecret.cloud/opensecret-technicals/</a></p><p>* Using AI to audit code</p><p>* Secure enclaves as an ingredient for autonomous digital life</p><p>* o1 isn’t a chat model (and that’s the point) </p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://hivemindvc.substack.com?utm_medium=podcast&utm_campaign=CTA_1">hivemindvc.substack.com</a>
16 total episodes available with 9 transcripts
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