Ep: 232 - Boys Club Live from a16z: San Francisco Tech Culture, Hudson River Trading's intern class, OpenClaw in China with guests Jimmy Lai (Vercel) on Next.js and AI Agents, and Seun Omonije (x-Google Quantum AI) talks quantum computing and bitcoin

00:00 Welcome to Boys Club Live 00:11 Hosts and Show Format 00:33 NYC Neighborhood Catch-Up 01:14 Tech Bathhouse Discourse 02:32 Meet Jules and New Show 03:24 Sponsor Shoutout Octant 05:21 Elon vs Altman Trial Talk 06:41 Show Me Your Stack Origin 08:46 Stack Philosophy and AI Tools 13:28 Season Details and Vercel 14:20 YouTube Launch and Subscribe 16:03 Behind the Scenes Plane Chaos 19:30 Rich Auntie Clip Breakdown 24:22 Etiquette and Wealth Rules 27:18 Calendar Invites vs Whats Up 28:20 Auntie Affirmations Mindset 28:45 Lifestyle Leverage Debate 29:32 Reality Show Pitch 30:08 Polygon Sponsor Break 31:04 Meta Creator Payouts 31:24 Tiago Sada Guest Intro 35:15 World Proof Of Human 37:55 WorldID Verification Orb 39:34 Concert Kit Ticketing 41:03 Dead Internet Reality 43:15 Agent Kit For Bots 47:10 Global Roots And Culture 50:34 AI Psychosis Summit 54:45 Taste And AI Art 59:22 Shake Social App Demo 01:00:59 Shaking Social Graph 01:01:37 Group Shake Leaderboards 01:02:06 AI Psychosis Summit Plug 01:02:32 Viral Coffee Shop Photo 01:05:16 Public Screens Privacy Debate 01:08:22 Always On Blast Era 01:09:36 When Conversations Become Content 01:12:09 Show Me Your Stack Launch 01:13:12 Shiv Browser Stack Tour 01:15:04 AI Browsers Agent Mode 01:19:15 Sponsor Vercel V0 01:19:45 Analog Lists And Reminders 01:20:47 Building Shivs Marketplace 01:22:28 Claude Powered Wants Feature 01:26:01 Wrap Up And Subscribe  

00:00 Welcome to Boys Club Live 00:49 Today's Guest Lineup 01:36 Makeup Compact Debate 03:55 Octant Sponsor Update 05:19 Nicest Weather Map 08:43 Thunderstorm Monitor TikTok 09:58 Vercel Sponsor Shoutout 10:35 Slop Cannon Kids 13:32 Testing GPT-2 Image Tool 16:37 Writing the Brand Kit Prompt 26:13 AI Brand Kit Results 31:28 Stefan Deleveaux Joins the Show 33:10 Oasis Onchain Update 34:20 Caribbean Crypto Use Cases 37:12 Fish Fraud Flashback 40:25 Why Stefan Got Into Crypto 41:53 Octant Creator Bootcamp 48:45 Polygon Sponsor Shoutout 49:56 Welcome Anthony Soohoo, MoneyGram CEO to the show 55:25 Stablecoin Remittance Rails 01:00:56 Scaling Markets and Compliance 01:07:19 MoneyGram Beyond Remittance 01:10:08 AI Color Analysis Outro

00:00 Welcome to Boys Club Live From A16Z 03:25 San Francisco Vibes Check 07:47 Hudson River Trading Interns 09:44 High Agency Career Paths 14:05 Guest Jimmy Lai Joins 16:59 Next.js Explained 17:30 Open Source How It Works 21:25 Next.js Growth And AI Agents 24:17 Future Of UI And Interfaces 28:48 Open Source Frenemies 32:23 Why Open Source Matters 35:30 Personal Software And Workflows 39:58 Business Agents at Scale 42:20 Personal Knowledge Base Agent 44:09 Hype Versus Real Value 45:53 Experimentation and Bubble Cycles 51:30 Seun Omonije Intro 54:18 Telephone Entropy Explained 57:19 Slop Incentives and Industry 01:01:14 ELI5 Quantum Breaks Crypto 01:07:23 Qubit Counts and New Architectures 01:09:15 AI Accelerates Quantum Progress 01:11:13 Motives and Defenses in Crypto 01:13:14 Do Your Own Research Closing

00:00 Welcome to Boys Club Live 00:33 Draft Tweets Kickoff 01:15 Memecoin Taxes Reality Check 04:10 Spray Tan for San Francisco 07:42 Anthropic Mythos Panic 10:38 Zero Day Vulnerabilities Explained 12:16 Mythos Escapes the Sandbox 15:16 What Gets Hacked Next 19:13 Sponsor segment Polygon and Vercel 22:23 Intro Ben Weiss, Fortune 24:02 Telegram Source Turns Scam 27:37 Fake Zoom Link and Malware Download 31:59 IT Response and North Korea Confirmed 33:35 Telegram Hack Fallout 35:47 Impersonation Token Presale Scam 38:27 Why Non Whales Get Targeted 40:46 Drift Exploit Breakdown 41:46 DPRK Facilitator Playbook 45:54 Security Clues and Fixes 48:51 Sponsor Octant 52:17 Meet Danger Testing Duo Marc and Los 55:41 Weekly App Sprint Process 01:00:57 Distribution Anxiety Lessons 01:02:52 Appstar YouTube for Apps 01:09:53 Viral Backlash and Attention 01:13:13 Dream Collabs and Wrap 01:15:41 Joshua Harris, PixieChess Joins the Show 01:16:32 Lunch Break Meme Coin Lore 01:18:41 What Is Pixie Chess 01:20:39 Why Crypto Gaming Flopped 01:23:26 Launch Lessons and Cheating 01:25:24 Pieces Auctions and Packs 01:29:06 Site Tour and Tournaments 01:31:40 Minting Pieces Live 01:35:16 Quick Play Match Demo 01:42:15 Anti Cheat and Wrap Up  

00:00 Welcome to Boys Club Live 00:33 Show 01:21 Vercel sponsor spotlight 02:28 Vibe coding and shipping 03:05 Tech merch discourse 06:25 Clout and brand signals 09:59 Merch strategy plug 10:58 13:30 Guest intro Sam Broner 14:34 Building a stablecoin clearinghouse 15:35 What clearinghouses do 16:45 Why stablecoins fail payments 18:35 Genius Act turning point 20:16 Cheaper payments for everyone 22:43 Unbundling credit card fees 23:42 Mastercard and Visa moves 25:38 Agents Need Easier Payments 26:41 Building With AI Agents 27:16 Founder Mode Reflections 29:00 Michael Saylor AI Ad 32:58 AI Slop and Legality 37:36 Meet Alli Pope of Vercel 39:00 SF vs NYC Culture Shock 42:49 Vercel Programs and V0 44:43 Accelerator Trends and Demos 49:13 Hiring Advice AI Native 53:21 Slop and New Media Strategy 56:17 Hot Takes on Content 57:21 Ship It and Post Consistently 57:52 X Algorithm and Content Formats 58:51 AI Lowers the Bar Taste Wins 01:00:27 Personal Websites After AI 01:02:19 Design Decks vs Word Docs 01:09:33 Minimalist Website Philosophy 01:11:20 Anthropic Code Leak Breakdown 01:15:21 Vibe Coding vs Security Ops 01:17:05 Claude Logs Your Profanity 01:21:53 Data Privacy Social Credit Takes 01:24:40 Wrap Up and we love Anchorage!  

00:00 Welcome to Boys Club Live 01:02 Cait's McDonald's Fit 01:41 The Trouser Skirt Debate 13:27 Lindsay Winder from Anchorage 14:29 Digital Asset Summit Takeaways and Institutional Crypto 20:15 Token Management as Risk Management 22:37 Revenue vs Token Price 26:32 AI Agents and Treasury Risk 28:57 Cap Table Red Flags and Token Launch Vibes 33:18 DAS Prediction Markets Panel 42:31 AI Fruit Love Island 48:49 Sora Shutdown and Disney 54:58 AI Psychosis at Home 01:02:24 Surveillance Pricing 01:06:34 VPN Hacks and Flight Myths 01:07:15 eBay Kitchen Beta Debate 01:08:09 Facebook Marketplace Food Tales 01:11:51 Meet Ostium Founder, Kaledora 01:14:20 Ostium Thesis and Product 01:18:57 Broker vs Exchange Liquidity 01:22:25 Oil Trade  01:24:11 Metals and Macro Volatility 01:27:49 Trader Data Bulls vs Bears 01:33:37 Wrap Up and Goodbye

00:00 Show intro and hosts 01:19 Haircut chat and cohost banter 02:16 Today's lineup and sponsors 03:00 04:00 Grimes joins LinkedIn 06:48 Robot videos and tennis bot 11:56 21:58 intro guest Austin Federa 23:58 What is DoubleZero 27:55 DoubleZero Edge and Solana data 31:02 Scaling debate and launch traction 34:24 Edge vision and global data layer 35:34 Decentralized Price Discovery 36:14 Crypto Flash Crash Lessons 37:25 Data Feeds Roadmap 37:56 intro guest James Kiernan of Octant 40:06 What Is Octant 41:33 Sustainable Grants With DeFi 44:44 Octant / Shutter DAO Partnership 46:31 Octant Vaults Explained 47:55 Octant V2 Modular Suite 51:46 Funding Ethereum Public Goods 53:24 Vanity Fair Side Chat 55:00 Quick Hits Banksy Doxed 58:10 Inflation Basketball Prices 59:57 Fashion Zara Galliano 01:02:44 Dupe Shopping   

00:00 Live Show Kickoff 01:04 Lookalike Competition Talk 03:16 Meta Buys Bot Network 05:25 Distorted Emoji Moment 06:36 08:01 Meet Zehra Naqvi From Lore.ai 09:06 Lore Product Explained 13:18 Launch Video Breakdown 16:06 Social Roadmap And Lurkers 18:09 Consumer AI Hype Check 23:28 Safety And Content Scope 27:55 Founder Obsessions Right Now 31:17 32:32 Meet Megan Graham from WSJ  33:27 Viral Pharma Ad Story 34:18 Ozempic Ad Breakdown 35:46 Legal Disclaimers Explained 39:11 Pharma Ads and Consumer Health 41:15 Equinox AI Campaign 42:51 AI Backlash and Brand Risk 45:41 Likeness Rights and Lawsuits 46:37 DoorDash Social Strategy 51:36 Speed and Risk Tolerance 53:57 Social as Insights Engine 01:00:54 Internet Obsession and Wrap-Up

Special episode with Ted + Quasimatt!! 02:10 Ted Topic 1: GLP-1s, Hedge Funds, and the "Does Ozempic Kill Ambition (or Love)?" Debate 08:45 Ted Topic 2: "Bops:" IG-to-OnlyFans Funnels, Teen Incentives, and Internet Permanence 15:30 Natasha Topic 1: Hot Girls in Palantir & Anduril Merch  23:40 Natasha Topic 2: AI Moments: Bots Talking to Bots, Sora War Videos, and AI Psychosis 32:15 QuasiMatt Topic 1: Love Is Blind Villains and Tech-Grifter Archetypes 40:05 QuasiMatt Topic 2: Agentic Payments & Giving AI Your Credit Card 48:20 McDonald's Big Arch Live Review

00:00 Cold Open: Weird Austin Airbnb, Snow in NYC, and Weather Discourse Fatigue 07:20 Citrini Doomsday article and Flop Tweets  10:45 Snow Removal, Mamdani, and Doomsday Anxiety About AI + Unemployment 08:10 Justin Brill (Anchorage) Joins: ETHDenver Vibes, Stablecoins, and Institutional Adoption 20:45 Nicholas Cary (Blockchain) Joins: 2011 Origins, Surviving Every Cycle, and Agentic Payments 35:30 Market & Drama: Stripe vs PayPal, ZachXBT Tease, and Insider Trading Speculation 42:10 AI "Ghost GDP" Article: Will Automation Hollow Out the Consumer Economy? 48:00 Feel-Good Internet: Bad Haircut TikTok and Collective Coping 52:30 Catherine (Default Friend) Joins: AI Cryptids, Reborn Dolls, and Manosphere Culture 01:05:00 Wrap-Up: Clavicular Discourse, TikTok AI Edits, and Officecore in Austin