110 - The Singularity Stack: Energy, AI Agents, & Bitcoin Settlement with Liam Nelson

<p>Thinking is becoming a manufactured good. Liam Nelson of Early Riders walks through the Singularity Stack — the conversion chain from raw energy to compute, models, harnesses, agents, and final settlement, and why Bitcoin sits at the end of that stack.</p>

<p>This is a builder-and-allocator conversation: energy bottlenecks, the economics of models vs. harnesses, agent-to-agent markets, and why technological deflation and hard money pull in opposite directions. If you allocate capital, build infrastructure, or think in Bitcoin as the hurdle rate, this is the map.</p>

<p>⏤ ⏤ ⏤ </p>

<p>🌴 Join us at Mita TechTalks 2026 — an exclusive gathering for operators, family offices, and industry leaders exploring the future of capital through Bitcoin, AI, and Energy. Oct 25-27, Punta Mita.</p>

<p>Request your invitation: <a href="https://2026.mitatechtalks.com/">https://2026.mitatechtalks.com/</a></p>

<p>⚡ Get personalized onboarding at River for Bitcoin-only financial services: <a href="https://partner.river.com/buildwithbitcoin%E2%8F%A4">https://partner.river.com/buildwithbitcoin⏤</a> ⏤ ⏤</p>

<p><strong>Chapters</strong></p>

<p>00:00 Introduction to Liam Nelson and Early Riders </p>

<p>03:45 The shift from high to low time preference investing </p>

<p>04:37 Creating the Singularity Stack: framework and motivation </p>

<p>05:36 AI adoption and parallels with internet growth </p>

<p>06:28 The analogy of electricity and technological progress </p>