On the valuations, it’s the tokens. You can do so much more with agents, enterprises have to have them, and that means lots and lots of tokens, revenue, and high valuations.
Tokens only print revenue if the agent runs on someone's metered cloud. The most-starred open-source project in history right now is OpenClaw, an autonomous agent at 250,000 GitHub stars that runs locally with no cloud dependency, and China's already ahead of the US on adoption. If the agent is free and the inference is local, the token meter never spins. Worth watching where value actually lands.
You asked who we would like to see interviewed. Well. I don't have a name, but a lead. I'd like to see you do an interview with someone who is disillusioned with Silicon Valley, and has been chewed up and spit out. There are always 2 sides to a story.
Loved the pod.
On the valuations, it’s the tokens. You can do so much more with agents, enterprises have to have them, and that means lots and lots of tokens, revenue, and high valuations.
Tokens only print revenue if the agent runs on someone's metered cloud. The most-starred open-source project in history right now is OpenClaw, an autonomous agent at 250,000 GitHub stars that runs locally with no cloud dependency, and China's already ahead of the US on adoption. If the agent is free and the inference is local, the token meter never spins. Worth watching where value actually lands.
You asked who we would like to see interviewed. Well. I don't have a name, but a lead. I'd like to see you do an interview with someone who is disillusioned with Silicon Valley, and has been chewed up and spit out. There are always 2 sides to a story.
"Buy the ticket, take the ride" - Hunter Thompson's ghost continues to haunt the Bay