Visser was making the case that AI agents will need payments that settle instantly. His argument is that every step and every second between buying and settling is a chance for a swarm of agents to steal the money along the way, which is why he expects crypto rails to become necessary.
So I have one for A. Man,
you capitalist pig. You going after the middle managers? Too
much time in Morgan Stalin. So one side has got an AI side. The other side has a crypto side. And I send them out to keep up on what's going on. What Muse did for me, and I think this is what people need to hear when they go, Meta one. Meta didn't win anything. It's not even like there's, there's going to be so many personal AI. And that's the big thing. And that's why it matters so much is that when Apple comes out, we're going to have a ton. And who do I think is going to be better at security, Apple or Meta? I'm going to go with Apple. It's just my guess. But regardless of that, Muse and all of them, if you haven't used them yet, I think you're missing the same way that when we talked about not understanding tokens, you're going to miss out on some activity to invest. I think with agents, then my brain only goes one place, which is there's no way for the current system to handle the speed and the ability to do things like this. It's just impossible. And I will give you one important thought process on this. So we've heard about agent swarms. So let's take the two parts of agents. The reason there's agent swarms now is the same reason that we have personal agents. We couldn't have personal agents unless we got to the point where we had agent swarms. Because at the end of the day, that's kind of what you're doing. You need to have enough IQ to be able to do all these different tasks, have the memory, have it, and agent swarms have the same thing. The reason this is important, the current system, when you go to wire money to someone, if you go to wire money to someone on a Friday at three o'clock, it'll settle on Monday. Where's your money for the last two days? Where's it sitting? And I challenge anyone to actually know where their money is. When they use a credit card to go buy something and it goes from your bank account to the merchant through the credit card, I keep hearing people tell me, well, V's and MasterCard are going to be the winners in this. I'm like, no, they're not. They have no chance. I don't even know where this comes from. And this argument comes up all the time. The amount of steps between buying something and settling something, the longer it takes, even if it's 20 seconds versus one second, that's multiple times for an agent swarm to come in and steal the money along. You need every single part of it. So you remember the cold wallet story, right? Crypto is based on cryptography. Like this is going to be a necessity to make sure that it's instant because that is the best defense on anything. If you're worried about someone robbing your house, but they only rob it when you're not there. Well, the best thing would be to go outside for a second, come back in. The longer you leave, you go on vacation, the higher the probability. I think people need to start understanding that the lineup of cryptography to AIs is not just about them wanting to do things fast. It's not just the cost. It is also the time of risk against agent swarms. And I think that's going to become more of a story. This is the reason why every time I use it, I'm like, oh my gosh, this is so obvious that number one, we didn't need crypto. We didn't need the tokens. We didn't need the altcoins. We needed the layer ones to kind of draw capital in to build out the infrastructure that was necessary. So when you have the L1s growing and continuing to get bigger and bigger, well, that means the ecosystem is getting bigger. And as Michael Saylor says, the capital structure can now change because we actually have digital collateral. We have Bitcoin. We have Ethereum. So we have the programmable side. But you need that thing that actually makes it, well, this is the use case. And I said the same thing. If you go back and look when Uber started, Uber didn't start as a company in terms of the idea until the App Store happened. Then they went, oh, we can do this. So I think you're going to see innovation after innovation related to this. So what I've spent my time on as someone who listens to so many podcasts a week. Very seldom now do I listen to moonshots. Very seldom do I listen to any of these. They've been dominated by crypto now and not rah-rah hoodie crypto. I mean the functional use cases and different ways to value these because I am getting constantly, I mean, this has happened three times this week. Calls with hedge fund and asset manager, let's just say asset managers. Tell me about why I should be investing in crypto. These conversations never existed. When you and I talked, you gave me all the horror stories of walking into rooms.
They are asking you in terms of, I hear you talking about crypto and I disagree, so convince me. Or they are saying, I am interested. Help me better understand where to put the money that I want to invest. Yeah.
The best analogy is the door was closed and you had to pry it open. They're looking through the door. I see. They're interested. And the reason is, and this is the Wall
Street FOMO building up.