"I will no longer make an investment that doesn't touch AI." — @SPLehman @_rishinsharma (AI @solana) and @SPLehman (AI @PanteraCapital) join our Stateful podcast, hosted by @masonnystrom. In this episode, they discuss the convergence of AI and crypto: - $211B in AI investments - How Solana leverages AI - Private AI (FHE/TEE/ZK) — the enterprise killer app - We're in an LLM bubble, not an AI bubble - Agent-to-agent + micropayments = new economy 00:53 AI and Crypto: The $211B Gap 01:42 Crypto Improving AI & AI Improving Crypto 02:57 UX Transformed With AI 04:36 AI Co-Pilots: Trading Screens Dead? 08:38 How Solana Uses AI 10:23 Smart Contract Engineering with AI: Code & Audits 12:47 Private AI with ZK 1 4:14 Onboarding Consumers with AI UX 16:22 Stablecoins vs Web2 Fintech 17:30 x402 Unlocking Micropayments 31:39 AI Winner: OpenAI, Google, AlphaGo & AlphaZero? 33:07 Is Continual Learning Important In AI Age? 35:03 LLM Bubble vs AI Bubble 36:43 AI Valuations Pricing In Novelty 38:47 Converging Crypto and AI 43:37 OpenAI or Anthropic IPO in 2026? 43:57 First AI x Crypto App at $5B Valuation?(Pantera Capital)