
Austin Barack: My AI Bull Thesis (...And What I'm Holding)
Austin Barack joins us for this episode of AI Supercycle to cover how exactly the AI privacy stack is undervalued.Austin Barack is Founder of Relayer Capital, an AI-focused digital assets fund.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Venice Grass NEAR AI Thesis Intro01:30 Venice Privacy Overview02:03 AI Uses 100x More Data05:14 Three Million Users05:14 VVE And DM Token Flywheel08:48 DM Priced Like A Corporate Bond09:35 $20 Venice Undervalued11:45 How Grass Makes Money12:35 Grass Triple Digit…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.