OpenAI, Hyperliquid, and the Internet's Next Growth Phase | Roundup
Episode publishedPodcast: Bell CurveBell Curve
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I would reframe it in terms of, like, what is the driving force of the Internet over the next five to ten years? With OpenAI with a billion users, like, that is the driving force of the Internet and its adoption and, like, all the data center CapEx, all the energy stuff. Like, that can come on chain, but it's gonna be downstream of these, like, you know, new waves of growth within the Internet itself.
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know? Good. Good. Yeah. Up and down. Channel
live. Hey. I know we talked about it last week. What do you guys think of that Joni Ive, Sam Altman, little bromance video? The little coffee shop in SF.
Little meet cute. I thought David Sacks had the funniest take where he said that Jony I was a media creation. It's I think It's
I heard that. That's hilarious.
Take, and I think it also is somewhat correct. I mean, there is, like, these intimations that Jony I've, you know, stole the designs of the iMac and the iPhone from a German industrial designer. The photos do look pretty much the same. So I don't know if there's, like, you know, some or all truth to that, but I think what Joni Ive has proven himself capable of is becoming great friends with Sam. And that is maybe the most valuable thing of all. Mhmm.
I I also I mean, look. This this would be the first time that he produces a a mass market physical product that doesn't have an Apple logo on it. There's been other attempts from Love Design, and and they've incubated a couple of companies. Actually, you know, some, like, camera stuff and some physical hardware. It'll be interesting to see what they put out, and everybody's been, like, pontificating on what the form form factor will be. Is it headphones? Is it a wearable? Is it something you put on your desk and, like, records everything? Like, it this will be kind of, in my mind, the test of
I think, not you know, without any facetiousness, I do think the ad was very cool. It showcased San Francisco. It it kind of cemented its place in terms of, like, this is where the future happens. I think the New York scene is kind of like I don't know. There there needs to be a really large outcome out of there for that to be, like, even close to SF. But if the OpenAI IPO is the largest IPO in US history and and Propa is not far behind and all the robotic stuff is kinda behind that, it's like there's so much wealth that's gonna be created in the city. And, you know, Jody Ive making 6 and a ha
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