TECH015: OpenClaw and Self-Sovereign AI w/ Alex Gladstein and Justin Moon (Tech Podcast)

18 Feb 2026 · 1 h 5 min · 26 chapters

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Episode Summary

TECH015 - OpenClaw and Self-Sovereign AI with Alex Gladstein and Justin Moon

Episode Overview In this episode, hosts Preston Pysh and Justin Moon delve into the intricacies of large language models (LLMs), the evolution of OpenClaw as a self-sovereign AI assistant, and the implications of these technologies for individual rights and freedom. Alex Gladstein joins them to explore how AI can empower activists and democratize technology.

Key Concepts and Insights

Introduction to Large Language Models (LLMs)

  • Definition: LLMs are advanced AI systems that can generate human-like text based on input.
  • Difference from Traditional Programs: Traditional programs follow a strict set of rules (like a recipe), whereas LLMs use vast amounts of data to predict text outputs, allowing for more creative outputs.

The Magic of AI

  • Perception vs. Reality: AI feels magical, but it operates through complex algorithms and vast datasets. Understanding its mechanics can demystify its capabilities.

Open vs. Closed AI Models

  • Open Models: Open-source models allow users to download and modify them. Examples include certain Chinese models.
  • Closed Models: Proprietary models (like those from OpenAI) are often more advanced but limit user control and transparency.
  • Impact of Capital Structures: The business models of AI companies influence whether they provide open or closed systems.

Importance of Context in AI

  • Context as a Scarce Resource: The effectiveness of LLMs heavily depends on the context provided in user interactions. Every interaction doesn't retain memory, making context crucial for meaningful conversations.

Vibe Coding

  • Definition: A novel approach to coding that lowers barriers to building applications by allowing users to describe what they want rather than writing complex code.
  • Impact: This technique democratizes software development, opening opportunities for non-technical users to create applications.

OpenClaw

A Self-Sovereign AI Assistant

  • What is OpenClaw?: A personal assistant AI that can be run locally, providing a degree of autonomy and user control over interactions.
  • User Experience: Users can communicate with OpenClaw through various platforms (e.g., Telegram, Signal) and instruct it to perform tasks as they describe them.
  • Popularity: OpenClaw gained rapid traction due to its enhanced user experience, appealing to a broad audience.

AI for Individual Rights Program

  • Mission: To empower activists using AI, ensuring that the technology serves human rights and individual liberties.
  • Activities: The program includes hackathons that pair developers with activists to create tools that promote freedom and empower individuals in oppressive regimes.

The Future of AI and Personal Empowerment

  • AI's Role: AI is becoming a significant tool for individuals seeking to amplify their capabilities, akin to the impact of Bitcoin in the financial space.
  • Proliferation of Tools: The development of personal agents like OpenClaw illustrates the potential for individualized, user-controlled AI systems.

Conclusion The episode emphasizes the transformative power of self-sovereign AI technologies like OpenClaw and their potential to enhance individual rights and freedoms. The discussion reflects on the rapid evolution of AI and the importance of accessibility and user control.

Additional Resources

  • Related Episodes:
  • Discussion on AGI with Pablo Fernandez & Trey Sellers.
  • Books & Websites:
  • Explore resources like the Oslo Freedom Forum and AI for Individual Rights initiatives.
  • Social Media & Community Engagement:
  • Engage with the TIP Mastermind Community for discussions on stock investing and technology.

Episode Sponsors

  • Vanta, Fundrise, and others that support the podcast and its mission.

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This markdown file encapsulates the essence of the podcast episode while highlighting key discussions, concepts, and insights. It serves as a comprehensive reference for anyone interested in the intersection of AI technology, individual rights, and investment strategies, aligning with the podcast's educational goals.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

Tap a time to open that second in VO

Accelerating Tech Landscape

0:45 to 1:30

Discussion on the rapid pace of technological advancements and prior episodes.

“I am here with Alex Gladstein, Justin Moon.”

Understanding OpenClaw

1:30 to 2:45

Introduction to the OpenClaw concept and its relevance in tech.

“you to go back and listen to that conversation as well, because it's going to be pertinent to some of the stuff we're talking about here.”

Foundational Ideas in AI

2:45 to 4:00

Breaking down essential concepts to understand AI developments.

“don't quite get, and it impairs their ability to understand what's going on.”

What is an LLM?

4:00 to 6:00

Explaining the concept of large language models (LLMs) and their significance.

“And so I want to try to tease that out for people.”

Open vs Closed Models

6:00 to 8:45

Discussion on the differences between open and closed AI models and their implications.

“If you're at a model, that's what a model is.”

Models and Game Theory

8:45 to 10:15

Exploring the strategic considerations behind model releases in AI.

“So this is like great for user sovereignty.”

Technical Aspects of LLMs

10:15 to 13:00

Delving into the technical workings of how LLMs are trained and used.

“If you're training the model, you can either have that as part of the initial data input before it compresses everything into the model and it adjusts the weights ever so slightly.”

User Sovereignty in AI

13:00 to 14:01

Discussing the importance of local AI and user control over models.

“I just want, so people heard on the episode with Trey and Pablo that Trey was running his off of a Raspberry Pi.”

Understanding LLMs and Context

14:01 to 17:00

Learn how LLMs operate statelessly and the importance of context in their responses.

“of word you need to do it context is maybe the most important one so context is uh it took me a while to i mean i'm very technical it took me a while to actually understand what the heck people were saying.”

The Implications of AI Advertising

20:26 to 22:27

Discuss the potential risks of AI systems influenced by advertisers and their implications.

“I want to pause here and really foot stomp why this is such a big deal.”
Show all 26 chapters

Context and Tools in AI Agents

22:28 to 27:00

Delve into how agents use context and tools to perform tasks effectively.

“And at a certain point, you run out of context, and you just have to start over.”

The Evolution of Skills in AI

27:01 to 28:00

Understand the development of skills in AI and how they enhance user interaction.

“A skill is a skill kind of like an analog to an app right now.”

Efficiency of Context Engineering in AI

28:00 to 29:10

Explore how context engineering improves AI interaction efficiency.

“They'll have a bunch of preferences like that.”

Introduction to Vibe Coding

29:10 to 31:25

Learn about the concept and impact of vibe coding on programming.

“So normally when you write computer programs, it's like a very, very, you have to really, you have to have the blinders on.”

The Social Impact of AI and Vibe Coding

31:25 to 34:25

Understand how AI can empower individuals against authoritarian regimes.

“So Replit, it's a website that you can go to and you can ask it to build an app.”

Workflow Transformation for Creatives

34:25 to 36:40

Discover how AI is changing workflows for creatives and executives.

“said about a month ago that, or he said that in November, he was manually doing 80 % of his code work and using Vibe coding essentially for 20%.”

Transitioning to OpenClaw

36:40 to 38:30

Get an overview of how OpenClaw serves as a personal assistant.

“So basically, the way it works to this point is like, if you're an executive, or you're a creative person, you have a meeting and you have a cool idea, you really want to do something.”

Exploring the Future of AI Transactions

43:16 to 44:30

Discover how AI might prefer Bitcoin for secure transactions and the implications of this shift.

“Billion-dollar investors don't typically park their cash in high-yield savings accounts.”

The Rise of OpenClaw: User Experience and Popularity

44:30 to 47:16

Understand how OpenClaw's user experience led to its rapid adoption and popularity compared to Bitcoin.

“Real fast because we have a huge Bitcoin audience here.”

OpenClaw's Innovation and Human Rights Perspective

47:16 to 49:54

Learn about the innovative aspects of OpenClaw and its potential from a human rights standpoint.

“Like the first thing you think is, oh, finally the AI's got smarter now.”

AI for Individual Rights Program Overview

49:54 to 52:01

Get insights into the AI program focused on individual rights and how it aims to empower activists and developers.

“and evasive, but like the cool part is you can hook up Signal and Maple and do OpenClaw like that.”

Bridging Developers and Activists

52:01 to 56:00

Explore how collaboration between developers and activists can lead to impactful solutions for societal issues.

“the opportunity to do this by a generous supporter.”

Emerging Technologies and Open Source Sovereignty

56:00 to 58:26

Learn about the potential of open source technologies and the community's impact on privacy.

“Then we also want really talented developers working in essentially, you know, things like open code or open claw or Mable, like open source sovereignty and or privacy improving infrastructure.”

The Future of Personal Computing and AI

58:26 to 1:00:09

Discover how personal AI agents could revolutionize workflows and individual potential.

“claw bot thing, and it's interesting because Sam Altman literally said the same thing.”

The Race for Privacy and Security

1:00:09 to 1:02:09

Understand the balance between innovation and security in today's tech landscape.

“AI is coming, it's going to take all of our jobs.”

Live Streaming Adventures and Community Engagement

1:02:23 to 1:02:39

Hear about new initiatives in live streaming and community interaction in tech.

“I have one thing to plug here at the end.”
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Transcript

Automatic transcript. May contain errors.

0:00Alex Gladstein:You're listening to TIP.

0:06Alex Gladstein:You're listening to Infinite Tech by the Investors Podcast Network, hosted by Preston Pysh. We explore Bitcoin, AI, robotics, longevity, and other exponential technologies through a lens of abundance and sound money. Join us as we connect the breakthroughs shaping the next decade and beyond, empowering you to harness the future today. This show is not investment advice. It's intended for informational and entertainment purposes only. All opinions expressed by hosts and guests are solely their own, and they may have investments in the securities discussed. And now, here's your host, Preston Pysh.

0:52Hey, everyone.

0:53Alex Gladstein:Welcome to the show. I am here with Alex Gladstein, Justin Moon. Guys, it feels like the world is moving at 10x the speed and pace that it was just a couple months ago. I don't know if you guys are feeling the same way, but things are accelerating.

1:10Justin Moon:Oh my God. I listened to the show with Pablo and he said, it's compressing time. And I'm like, that's how it feels. Yeah. By the way, if a person's listening

1:18Alex Gladstein:to this podcast and you haven't listened to the show that was basically too earlier where we were talking about the claw bot or it's called open claw now with the branding, I would highly encourage you to go back and listen to that conversation as well, because it's going to be pertinent to some of the stuff we're talking about here. Yeah. And I just spent three days with Pablo. So I applaud you for bringing him on. I'll be sharing some of his insights as well from the work we just together over the last few days. Amazing. Amazing. So Justin, where do we even start this conversation? Because what I kind of feel like was the conversation I had with Trey and Pablo was so like, we were already going a hundred mile an hour with the conversation.

2:00Alex Gladstein:And for the listener that was listening to it, I think their takeaway might've been, oh my God, what is happening? I don't even know what they're talking about right now. So like maybe we throttle things back and like slowly bring everything up to speed. So take it away.

2:12Justin Moon:I agree. It was a great episode and I really enjoyed it. I could almost keep up. I could keep up with it only because I know them and I really know Pablo well, but I feel like for the drive by Lister, it was like trying to get on a fully moving train, like one of those Japanese trains. It's like, it's asking a lot. So I think I want to help kind of explain at least how I understand like what's going on, what the hell's happening. And if you understand Claudebot or OpenClaw, the thing in the news right now, Now, if you understand that, you kind of understand what's going on. And I was thinking about how to understand it, like break it down into basics.

2:41Justin Moon:And I realized you had to introduce a lot of foundational ideas first that most people don't quite get, and it impairs their ability to understand what's going on. So I'm going to try to introduce like maybe 10 ideas. I have a bunch of notes here. I think you have to understand in order to really understand what's going on, but I'm not going to use any jargon. I'm going to try to simplify it and make it understandable to people who don't know anything in this. Okay. So that's my goal. It's a bit of a high wire rack, so it might not go well, but we'll see.

3:04Alex Gladstein:Real fast, before you kick that off, would you say from a really, really like zoomed out from space kind of view that all the excitement is about right now is everybody's accustomed to using cloud-based large language model AI. They type into a chat and they get an answer back. But now you're at this pivotal point where the tech is so advanced that now people can run it locally in a way that's actually going to be quite useful. and we haven't had the hardware and we haven't had the software models to do that yet. And that's really kind of like this clear break of what we're experiencing is now people can run it locally without even tapping into a cloud-based provider.

3:49Justin Moon:The significance for OpenClaw to me is it's a big step towards like self-sovereign user-controlled AI. It's not a full step all the way there, but it's a big step in that direction. And it's a step in that direction from a couple of different angles. And so I want to try to tease that out for people. I need to introduce some basic ideas just to make it make sense. Okay. There's a few things that you can understand why the importance of, like we've talked a lot with HRF about the importance of vibe coding. That's going to be one of the takeaways here is like vibe coding enabled this and it's going to enable a heck of a lot more over time.

4:18Justin Moon:So like just zooming out, like what is an LLM, right? Like we got to start from the very base. Like what is an LLM? To me, it's like a new way of using computers, right? So like traditionally a computer, like computer programs, right? Desktop apps and stuff like that. A computer program is something where it's like a recipe, a recipe for a computer. So it's something that's typed out with exact instructions by a human, and it tells the computer exact steps to follow to do something. So anything that can be broken down into steps can be like represented in a traditional computer program, like arithmetic.

4:48Justin Moon:Traditional computers are very good at arithmetic. They're very bad at telling jokes because you can't encode the steps of a good joke. Like at almost a sense, what makes it funny is because it's unexpected, right? Zoom out. one way to think of an LLM. It's like a new type of computer program, like bad at everything traditional computer programs were good at, like arithmetic, but good at all the things they were bad at, like creating art, right? Or telling a story, right? Or coding. So that's kind of like the high level thing is I want to frame this as like, in a sense, open clause, a new type of computer to me.

5:15Justin Moon:That's what it is. It's a new way of using computers. It's a new type of computer program. I'm assuming you've all used an LLM, but have no idea how they work. So basically, there's kind of three steps in an LLM. The first is like, it's called pre-training. So what it does is it downloads all the text on the internet and compresses it into a single file. That's the fundamental thing of what an LLM is. You take all the information on the internet and you try to lose the least important parts of it and only keep the most important kind of ideas and principles and facts. So what you get at the end is a file that can, given like half of an internet document, it can complete it.

5:48Justin Moon:It can like do a best effort job getting half of a Wikipedia article and writing the second half. That's all it can do, which is it'd have a lot of intelligence, but it's not actually useful because like when does a normal person need to complete an internet document, right? And so that file, it's a file. That's what a model is. If you're at a model, that's what a model is. It's a file, right? If you've heard of weights, weights are what's in the file. That's what weights are in AI. And an open model versus a closed model, an open model is if you can download that file, like DeepSeq or Kimi, generally many of them are Chinese.

6:17Justin Moon:And then the American ones are closed generally. You can't download the file. So it's generally the closed ones are a little smarter and the open ones are a little more self-sovereign. The closed ones are generally American. The open ones are oftentimes Chinese.

6:30Alex Gladstein:Let's pull on that thread because I think somebody who's hearing that, it makes no sense to them. I have an opinion on this. I'm very curious to hear your opinion though. Why are they the ones releasing these open models, but in the US where you would think that would be taking place, you're not seeing anything of the sort? Why is that the case?

6:50Justin Moon:To me, I think the biggest part is like the capital structure of the company's doing it. So like OpenAI and Anthropic have like these huge capital structures, and they need to make a lot of money fast. And they're on the frontier, and they need barriers to prevent competitors. And so not releasing the model weights is the biggest thing just from a business point of view, no kind of extra thinking. I think that makes sense. I mean, another thing is like, I bet the CCP likes that there are these open models out there that get embedded into like Airbnb, Airbnb to come out and say, Hey, we use these Quinn for all kinds of stuff.

7:18Justin Moon:It's great, right? It's a way it's for like the CCP basically to embed Chinese values in American tech software. And also, you know, America is like the leading one. And then it's kind of easier. Chinese economies the last 10, 20 years has done a lot of imitating. They're amazing at imitating, right? So that's kind of another thing is it's just like kind of something that they're already very good at is reverse engineering. Those are three things. Alex, you have anything to add there?

7:41Alex Gladstein:Yeah, I just would say that at the moment they judged that they could not compete proprietary side and could both introduce maybe some chaos and opportunities for themselves by going this route. However, going that route, kind of like a Sputnik thing, as we know, has opened a whole new door. And it's actually, I think, been good for the world at large that you have other geopolitical powers pushing open source options. It's going to eventually force the American companies to do the same. So you're going to have pressure, just like you had pressure to add encryption to devices and to apps. If there's no one files, like over time, there's going to be pressure on American companies, you know, despite profits, like they're going to feel pressured to have open arrangements and open products.

8:22Alex Gladstein:And we'll get to this at the end of the recording, I think, but hopefully also privacy protecting ones too. But yeah, that would be my take.

8:28Justin Moon:One small note I want to recap from a talk that was given at our yearly AI summit in San Francisco with this guy Ramez. I mentioned how like a year ago, we thought there would be a takeoff runaway leader in AI. And that didn't happen. They're all getting closer and closer. it's getting more and more competitive and the closed models and the open models are starting to get competitive. And now it's getting very competitive. So this is like great for user sovereignty. We're not, you know, it's trending in a way that you don't have like a single overlord and it's a very competitive dynamic, which I think is great for freedom.

8:57Alex Gladstein:One of the things that I think also makes it more competitive is when you start running these models that are not on the forefront of being the best from a intelligence standpoint, But you combine these lesser models with persistent memory, run locally, the performance that you get for what it is that you need is actually a lot better than a premier model. Because it's continuing to learn and it's not forgetting all those past interactions like you get with a frontier model that has a new context window every single time that you open up with very limited memory. So that persistent memory is one of the things that I think is massive for self-sovereignty and from getting away from these large language models that are just sucking all the data and using that potentially against you, you're going to get better local performance.

9:49Alex Gladstein:The thing that I was, you know, on that original question, it seems like, and I've asked the AI this particular question, why we're seeing the open source models coming out of places that we would least expect it. And it gave me a really surprising answer in that. They're looking at the game theory and where this is all going. And what they're trying to do is slightly, very, very, just ever so slightly steering the results of what you get out of the model for, let's just take an example, Tiananmen Square. If you're training the model, you can either have that as part of the initial data input before it compresses everything into the model and it adjusts the weights ever so slightly.

10:31Alex Gladstein:And if those are the models that everybody starts to build on and run locally, you get somewhat slightly different results than if you have somebody who's feeding it with the base, everything that's ever been written on the internet, minus these things that we really don't want in there when we compress the model, they're removed. And so I found that to be really interesting and really a lot of foresight. If true, there's a lot of foresight in there to make sure that you get your model out there. Now, at the end of the day, I can run that model locally. I can ask it a question that maybe isn't in its weight.

11:07Alex Gladstein:I can say, go out there and research. That's just wrong. That's not true. Go out there and research on the internet more facts on using the Tanneman Square as an example. And then my local model now knows it. And it's not like it's part of its weights anymore because I've steered it in a different direction. So in the end, it doesn't matter.

11:23Justin Moon:yeah but i thought i want to make one before moving on i want to make one point here so we did a hackathon recently where we put together like activists from hrf with freedom to tech developers from my bitcoin meetup in austin basically and one of the interesting projects was an actual tiananmen square like student organizer genli last night dr young genli yeah dr young genli they did a project where they basically made a benchmark for all the different llms comparing their questions on like human rights questions like tiananmen square right which is very interesting and we look forward to that getting published yeah let me move on because I have a lot here.

11:51Justin Moon:So I'm trying to like where an LLM comes from and how it's used, right? So I talk about training, you take the internet and you get it onto a file. Then there's something called post training, which turns it into like a useful assistant. It gives it a bunch of examples, like here's how to be useful to a person. Here's how to do a coding agent, right? And so now you have something that goes from being able to complete a document to be able to like answer questions, be your therapist, write some code, right? And so that's how the model happens. That's it. So then the question is, how do you use it, right?

12:16Justin Moon:And the word for that is inference. You probably heard that word. It took me a while to remember that that's what it means. Inference means just when the model is run, right? And so this is something that you can hire someone to do in the cloud for you, like ChatGPT or Anthropoc, or you can do it on your own computer if you have a computer. So you can use something called OLAMA, right? And so what inference is, you run that model basically, and you can put text in and you get text out, right? So it's just like the ChatGPT interface. That's what's happening behind the scenes, text in, text out.

12:41Justin Moon:And the one problem with open models is you need about a$20 ,000 computer in order to run them, right? So that's one of the tough things right now. That's a big technical barrier. It's a real individual user sovereignty and AI and it's something we're all kind of at work. So that's what inference is. Okay. So now I want to talk about another word that's very, very important. This is maybe the most important one called content. Justin,

12:59Alex Gladstein:I'm sorry to slow you down. I just want, so people heard on the episode with Trey and Pablo that Trey was running his off of a Raspberry Pi. And so they're like, well, hold on. You just told me it costs$20 ,000 to run it locally. And I just want to explain to the listener. So the way Trey's open claw works on his Raspberry Pi, which is, you know, three, 400 bucks is he's making API calls to Claude or to, you know, OpenAI to do the inference on their cloud.

13:28Justin Moon:And then it's giving a result back, right? He has an agent, which we'll get to, he has an agent running on a Raspberry Pi, but the inference, the thing that's actually doing the smart AI stuff is on a cloud somewhere. Yep. So there's a step towards user sovereignty because what ChatGPT was trying to get us to do a year ago is run the agents in the cloud too so this is like halfway there so it's huge forward right running the agent locally it can save memories locally you know and you have the option for certain things to use a local model too so it's a great kind of a half step forward i mean it's 10 steps forward but it's not all the way to the goal a huge win for open source and it

14:00Alex Gladstein:changed the game yeah let's go okay so we talked we defined the word inference that's like one kind

14:05Justin Moon:of word you need to do it context is maybe the most important one so context is uh it took me a while to i mean i'm very technical it took me a while to actually understand what the heck people were saying. It probably took like six months to actually understand it. And the key thing to understand is that LLMs are something we called stateless. Every time you interact with an LLM, it actually, it's a bit of a, we talked about memory earlier. On a deep technical level, there is no memory at all. Every time you interact with it, you start from scratch. All it remembers is the training and the pre-training.

14:33Justin Moon:That's it. Okay. So if me and Preston use ChatGPT 5.2, we are getting exactly the same model, right? If there are some memories that are specific to Preston, they come from elsewhere. They don't actually come from the model. We get the exact same thing. That's an important thing to understand. So Justin, would it be safe to say that this context, so we're using, you and I use the same model,

14:53Alex Gladstein:but the header that's put into the start of that chat is what's different. And so if you have like past memory, like Preston likes short answers, he doesn't like a long answer. That little snippet or that header is inserted and you don't see it getting inserted into the context window, but it's inserted in there. And so that's how we might get a different answer from its past memory of us and how we use it is that header that it's seeded with before you enter the context window.

15:23Justin Moon:Exactly. So like if me and Preston have the same model and we're getting different answers, I mean, you can feel this with yourself, right? Like let's say you use chat GPT. If you're in a long conversation, it will remember things previous in the conversation, but it usually won't remember things from different conversations, but every once in a while it will. Right. So that's a big question. Well, if LMS are stateless, how are these two things that we've all observed true? Right. And so the answer is that every round of conversation, let's say you open a chat should be deep down. You go through 10 back and forth, right?

15:50Justin Moon:On the 11th one, it doesn't just send the question you asked or the thing you said the 11th time. It sends that, it sends the 10th, the response, the night, it sends the entire history every single time. And there's also one extra one that you don't see, which is called the system prompt. This is what the header that Preston was talking about. This is like, think of it as like the 10 commandment. This is something that God, you know, like the developer basically, ChatGBT, or sometimes the user themselves gets to put in there. And it's instructions for how the model should behave, which the model doesn't always follow, it tries to.

16:22Justin Moon:And it's also important that it be the 10 commandments and not like the 10 ,000 commandments, right? So like what we were doing with AI a year ago is we were doing the 10 ,000 commandments, we'd write like a whole essay on the beginning and we basically overload the model and it couldn't do things. And so a lot of the development over the last year that has enabled OpenPlaw and things like it is that we figured out a way to only give it 10 commandments and figure basically derives the extra things and do like just in time learning to figure out the other things without overloading it right as a start.

16:49Justin Moon:So context means what context means is it's the conversation, the entire conversation, everything you've gone in that session is what context means is everything that has been said previously, including the magic system prompt at the top. Let's take a quick break and hear from today's sponsors.

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20:01Alex Gladstein:Plus, if you ever get stuck, they've got award-winning 24-7 customer support. Start your business today with the industry's best business partner, Shopify, and start hearing... Sign up for your$1 per month trial today at shopify.com slash WSB. Go to shopify.com slash WSB. That's shopify.com slash WSB. All right, back to the show. I want to pause here and really foot stomp why this is such a big deal. So you're about to see commercials coming out at the Super Bowl from Claude basically banging OpenAI over the head because they recently said that they're going to start doing advertisements in their service.

20:48Alex Gladstein:Let's just like really pull on this thread and go deeper. If you're OpenAI and you have an advertiser that's doing really well with you because they've got a high margin product and you're able to convert on that, OpenAI could potentially, and I'm not saying they're going to do this, but there's an incentive for them to do this. where they start blindly inserting in the header things that could potentially steer the user to wanting said product that's being advertised. And you would have no idea that that's in the header. And this just goes to the whole point of why we're having this conversation, which is local AI is going to be very important for you to see the world clearly because you won't know that you're being very indirectly, subliminally steered in a certain direction because you have no idea what's going into that header.

21:38Justin Moon:Yeah. Like the AI experience will get steered by something. Do you want it to be an advertiser? Do you want it to be a big tech company? Do you want it to be another government? Or do you want it to be you, right? Like we want it to be you.

21:48Alex Gladstein:Alex, do you have anything to add on that particular point? Because I mean, this is really why you're so passionate about running local AI, right? Well, let's let Justin finish the context. Sorry. Yeah. And then, and then I have my piece and I think it'll help pull things together.

22:06Justin Moon:Okay. Keep going, Justin. Yeah. Yeah. So we think about it from like a Bitcoin point of view, like the Bitcoiners, we understand scarcity. That's like one mental model that the Bitcoiners really get. And so you think you apply that to AI, it's like, what's scarce, right? In the training, it's like the debt, you need data, you need energy, you need computers, right? In inference, when you actually run it, it's context. Context is a scarce thing. That conversation, the longer great gets, the more confused the AI will get. And at a certain point, you run out of context, and you just have to start over.

22:32Justin Moon:And that's called compaction. And it makes everything worse, right? So that's the big engineering battle. And it's traditional engineering. It has nothing to do with AI, really. Traditional software engineering, the last year, we've all been trying to figure out how to get better at managing this. And that is what has led to good AI agents now that we didn't have a year ago. It's a big part of it, right? The models got smarter, but the context engineering also got way smarter. So I want to discuss next what an agent is, right? An agent is like, so now we're getting close to OpenClaw. OpenClaw is an agent, right?

22:57Justin Moon:So an agent to me is like a marriage between these new and old computer programs, right? The old stuff is like, you know, how you control your desktop computer or how you run a browser, stuff like that. And the new one is an LLM, which can generate text that's like really smart and in some sense has the entire, all the intelligence of the internet baked in, right? So an agent, how is it a marriage between these new and old things? An agent is the thing that makes requests to an LLM. So like the ChatGPT website in this definition would be an agent. plot code, which is like a desktop or terminal program you can run that will write code for you or replet.

23:30Justin Moon:Those are agents, right? So it's something that makes a bunch of requests to some AI and also has the ability to use what we call tools. A tool is like you can do something. All an OLM can do is spit out text. It can't do anything in the world. So the question was, how do you make something that can only spit out text control a browser or do a web search, right? How can it be a web search? And so what we did is we invented this idea called a tool. What a tool is, is you put in the system prompt, you tell it there's a special marker that means I want you to search this on the web, right? So think of this, it's like a sentence that says search this in capitals.

24:05Justin Moon:And then there's like a question. And then it ends search this in capitals as well. So if the AI responds with that to your question, if the LLM sends that back, search this question, search this agent will say, Oh, I know that that's a marker, special marker, I got to do something special with that. I'm not going to show that to the user. I'm going to go fire up Google and do a web search, and then I'm going to send it back to the LLM. So this is what an agent does. In the system prompt, you teach us tools that the agent software itself will intercept and do special things like search the web, control the browser, send a message on Telegram, and all the other things that OpenClaw does.

24:40Justin Moon:That's called a tool. And so once we had that, you had, this is the way of augmenting an LLM to be able to do stuff in the real world. So maybe you heard of MCP. MCP was something like a year ago that blew up because it was a way to publish a bunch of these tools and share them. So they basically like, you know, in the beginning, ChatGPT tried to dictate what tools you could use, right? They said, now we have our tool and you can only use this one, right? And everyone's like, screw that. We want to do any one we want. And so MCP was invented as a way to share tools. And so the user can choose which one they want.

25:08Justin Moon:And the problem with it, it was like, if you ever heard of like just-in-case learning versus just-in-time learning, like just-in-case learning is like getting a college degree to solve a problem. Just-in-time learning is like, you have a problem and then you go to YouTube and learn how to solve that problem and you solve it. And so like a year ago, we were doing just in case prompting with MCP. We'd say, here's how to do 10 ,000 commandments just in case you need them. And then the first round of conversation, the AI is already kind of confused because you should have told it way too much, right?

25:36Justin Moon:And so now a thing called skills, which I'll talk about next, is more like just in case prompting. You say, here's a bunch of manuals you can use if you need them. They're over on that shelf over there. Don't read them yet, but you can see the titles and when you should use them on the bindings, right? That's kind of the difference between MCP is like, that was like just a case prompting and a skill is like just in time prompting. And so this was like kind of a revolution in context engineering because you could expose many more things to an LLM without overloading its context window.

26:05Alex Gladstein:That was extremely helpful for me personally, because I've seen both MCPs and I've seen skills and I know there's so many, there's so many, if you feel overwhelmed by

26:13Justin Moon:all the jargon like there's just so much there's so much it's kind of like in the matrix when they

26:18Alex Gladstein:plug the different things into neo's head right yeah what skill do you want and you're going to

26:22Justin Moon:have a freaking library yeah yeah very similar so yeah let me let me tell you more about what a skill is so now skills are like this is a foundational thing that open claw is built on so an mcp was like here's 50 different things you can do you got to figure out how to use them now you got to figure out when to use them like it was asking a lot of the llm to kind of map to figure out the user's intent and like when to do stuff. Skills are based on the insight. It's a mapping from a user intent to an action. When user wants X, you do this, right? So you only see that at the beginning of the system prompt.

26:55Justin Moon:And when the user declares the system, the intent, you go and look up the manual and figure out how to do that, right? And so what is the manual? The manual, this is a skill. A skill is a skill kind of like an analog to an app right now. The closest thing to the old word, it's like an app. The skill is a folder. So it's a very traditional thing, a folder. You've seen many folders on your computer with two types of content. One is text files containing prompts, you know, just a plain English description of like, hey, when the user wants to book a flight, you know, first you open the browser, then you log in and the user has to enter their password.

27:25Justin Moon:You need to wait for that and then go to kayak.com. And so it's a prompt, but it's not only a prompt because sometimes if you give it an open-ended task like that, it won't be able to do that. But parts of this are better done by like a traditional programming technique, like a computer program. That's the second thing that goes in a skill folder. You could have playgrounds, right? So you could have a program that can specifically open Kayak.com and can specifically find where to put the credit card information and can specifically, you know, do a bunch of the things, the actual steps that are involved in booking a flight can control the little Chrome browser, for example, and do all these things.

27:58Justin Moon:And the prompt would say, hey, they prefer aisle seats to window seats, right? They'll have a bunch of preferences like that. It's like a compact manual that maps a user intent to an action and leverages prompting, which is the new type of computer and like a simple computer program, which is kind of like the old type. So to me, it's kind of like a marriage. It's a good marriage between these two. And that's why it's so powerful is because it allows these LLMs to more effectively use a computer to accomplish what the user wants.

28:24Alex Gladstein:It's more efficient. It's faster. It's not bloated. Your context window probably won't fill up nearly as fast.

28:31Justin Moon:It fills up once the user wants it, wants it to, but not before. So it's much more efficient. Yeah. Yeah. And so that's kind of like one thing here is that we figured out a hierarchy for these types of things, right? So like in CloudBot, it saves a bunch of memories, but it doesn't look at the memory until they might be relevant, right? So it builds sort of like file system hierarchies to only expose what the user needs, but to allow it to be discoverable for other things they need in the future, right? That's been a big thing in context engineering. We've been adding hierarchy for all these things we used to just dump in there just in case, right?

29:02Justin Moon:Okay, so I want to, the next one is one more and then it'll be open class. So vibe coding. What is vibe coding? So this has been a really big thing. We've just had like the one year anniversary of this. Happy birthday, vibe coding. Happy birthday, vibe coding. Yeah. So normally when you write computer programs, it's like a very, very, you have to really, you have to have the blinders on. You have to really look. And if you get one semicolon, you're typing text into a file doing really logical operations. And it's like very, very focused anal, you know? And so vibe coding is like the complete opposite where you put your feed on the desk and you're like, hey, computer, build me a movie player app that can download it from my Dropbox.

29:39Justin Moon:And you just watch it do it. Right. And so this became sort of possible a year ago. And it's become very effective in the last three months, like very effective. Yeah. And so let's just talk about like what is actually happening there. What happens is you say, hey, why don't you write a program to something like blog code or replet. Right. And then it might come back like a normal chat, GPT conversation, ask you some clarifying questions, try to clarify your intent a little bit. And then it will go into a loop, right? A loop just is a programming We're trying to do something over and over again, right?

30:04Justin Moon:And so we'll do a bunch of these tool calls. It will do a tool call to do web search, to search something you might've said. Then it will do recent files in the existing thing. Then it will write a file. Then it will edit a file. And at the end, once it thinks it's working, it will do a tool call to run the program. And then you can interact with it. And at the very end, and it might try to do some tool call to test it manually itself. So it's just doing a loop, doing these tools over and over again and skills and stuff like that until it judges, hey, I think I accomplished the thing. And then loops have a termination condition.

30:31Justin Moon:You do it until there's some condition. And in Vibe Coding and Coding Agents, that condition is a response from the LLM that doesn't have a tool call in it. So every one is just a bunch of these little things with a special marker to do something special. And at the end, it's just a text message. And that's just displayed to the user and the loop exits. And if you're lucky, you have a working app that does exactly what you wanted. A year ago, you often didn't, but now you often do.

30:54Alex Gladstein:And so the agents are like, some of the agents update you along the way. They're like showing you, oh, we did this, cross that off, this off. and it could be quite transparent. So it's exactly what he's saying there. You can see how it's working.

31:06Justin Moon:And you can steer it along the way if it's going on the right direction. You say, I want blue, not purple, right? So you can control it a lot. And this is something now, if you go on Replit, for example, you can have a pretty good time with zero technical understanding. And I encourage everyone to do it because it will give like a different lens. It gives you a lens in the width. That's what the future is. Is Replit like co-work, like Claude's co-work? Kind of. So Replit, it's a website that you can go to and you can ask it to build an app. And it's very good at building an app. It's also very good at posting it on the web or like getting it onto your phone if it's a mobile app.

31:38Justin Moon:So it's a 10-year-old company that was where they were dedicated to make it easy to learn to program. I actually used to do interviews on this platform like 10 years ago. And they were early to seeing this live coding trend because, hey, this solves the mission of the company. So you're about to explain how OpenClaw works, right, Justin?

31:53Alex Gladstein:Yeah, OpenClaw. I think this is a good time for me to interject some of the social impact of what Justin has just described. And then I'll sort of end with something I just saw Oping Flaw do. And then you can explain how that works. Because I think we've covered a lot of ground and I think we're ready for this now. I love that. So, okay. So a lot of people, including me and Pablo, five years ago, if you had asked us about AI, zoom out, way outside of learning how it works, just impact on the world. We would have thought that it would be inherently repressive with regard to civil liberties and personal freedom.

32:23Alex Gladstein:There was an old, you know, I'll paraphrase Peter Thiel, about seven or eight years ago, he said something like Bitcoin is decentralizing, AI is centralizing. If you want to frame it ideologically, Bitcoin is libertarian and AI is communist. And, you know, a lot of people, including me, really believe that. We thought it would be very pernicious towards human rights in the hands of states as they vacuum up everybody's information and build a more efficient surveillance and control machine. And a lot of that is true. Part of the program we've launched, the Human Rights Foundation, where we brought Justin on to help us, is going to be exposing how dictators are using and abusing AI.

32:55Alex Gladstein:But what we didn't see coming until, you know, in the last 18 months was, 24 months was, how can AI supercharge individuals asymmetrically in the same way that encryption or Bitcoin could certainly help dictators, but it helps individuals way more? I mean, dictators already control vast communication networks, banking systems, massive data centers. They already have ways to exploit money and inspire people to control armies and big companies. And they have huge numbers of talented people to do their bidding. But individuals in resistance groups and innovators don't. So Bide coding changes this, right?

33:24Alex Gladstein:So now individuals have access to enormous cutting edge computing power and unbelievably intelligent personal assistants that are already saving them huge amounts of time and resources. I mean, just very simply, the fact that you can talk to a computer and make it do things for you is revolutionary. And this is increasing exponentially. So again, one year ago, Vibe Coding was invented. Nine months ago, a non-technical person could Vibe Code a website decently. I don't know if they could deploy it, maybe through Replet, but like a little shaky, but like they could do it. Today, a non-technical person can stand up an agent that can autonomously conduct work and perform tasks in the company without human oversight.

33:58Alex Gladstein:And tomorrow, like we don't know, right? So six months ago, a lot of elite developers, including a lot of the ones that Justin and I know, looks down upon Vibe Coding and they thought it was very ineffective and a bad work ethic, et cetera, et cetera. I did a retreat with some of these people, amazing elite developers in the beginning of December. And a bunch of them were like, nope, don't want that. All of them have changed their minds as of today, right? It's really crazy. So Per Papi, the former head of AI at Tesla, who invented Vibe coding more or less, said about a month ago that, or he said that in November, he was manually doing 80 % of his code work and using Vibe coding essentially for 20%.

34:33Alex Gladstein:And as of a few weeks ago, that switched to now he's vibe coding 80 % to 20 % annual. So, you know, the agents are capable of massively automating a lot of human work and it makes it possible to really super scale individuals and small organizations. So, you know, where we started with the activists doing some basic trainings and workshops, that's now blossomed into like multi-day hackathons and bespoke trainings. And we can basically give people superpowers. And, you know, the way I like to look at like what's available for the activists today, and this lines up pretty much with what Justin has said so far, and I'm getting close to finishing here, is you have your chatbot, just in terms of terminology.

35:10Alex Gladstein:Okay, everybody knows they have their chatbot, go to chat GPT or Claude or whatever. Then you have what I would call creator mode, which is like Claude code. It can do a lot more than just spit text out, as Justin was describing. It can use tools, skills. Then you have a personal agent. So these are three kind of options that are out there now. We're about to explain how OpenClaw actually works, but the social impact of it is really important. me. Essentially what I've seen with OpenClaw, so like yesterday, what we did is to a group of 20 people from different industries, Pablo and I did a 40 minute session where we did some background and we did some pretty amazing things with CloudCode.

35:43Alex Gladstein:And then we used his own OpenClaw that he set up. And basically like from my phone, I can go into Telegram and I can message him. And I left it, I just left it a two minute voice note with an incredibly complex task to do. And like three minutes later, it responded, like it gave me this thing. And it was just like the most instinct data rich website thing that was actually quite useful. I mean, to be very clear, we asked it to create a doable, scalable, manipulatable, circular, global, spherical map that shows exactly how much civil liberties and free speech and democracy funding every single country in the world gets broken down by who gives it and then like sorted.

36:21Alex Gladstein:So you could like rank them. Hold on. You sent this request over like a phone line? Over telegram from the phone. I was just like, yo, and I had a speaker and other people were listening in the room and I just said, I want you to do all these things. And then a couple of minutes later, it gives us this like freaking incredible visual project. And what is showing me is the following. And this is the kind of where I'll conclude is that workflow for creators is going to change. So basically, the way it works to this point is like, if you're an executive, or you're a creative person, you have a meeting and you have a cool idea, you really want to do something.

36:52Alex Gladstein:Well, what do you do? Well, you normally like talk to your executive assistant or your product team or your program team, depending on what kind of organization you work with. And you have a meeting and you describe what you want. And then they go talk to the creative team because they're not designers or engineers, or they go talk to engineers. And then those people talk to web people. And then maybe they come back to you a few weeks later with some proposals. Hey, do you like this one better or this one? And there's just so much human time and effort there. Now, what you're going to be able to do this year is like the creative, like the founder person can literally describe exactly what they want.

37:23Alex Gladstein:They could say, I want it to look like liquid glass on iPhone or I want it to kind of look like this movie vibes or they can literally like the dream can come out of the head so specifically. And then they can take like off of a voice and they can speak it into existence and they take that and give it to the creative team. And then there's no more like, well, do you like this color or that? No, no, no. They have a really specific idea of the vision. So this is going to become, in my opinion, like a skill like surfing or like sculpting. And it's like, are you going to be decent at it? Or are you going to be like Michelangelo?

37:51Alex Gladstein:and we'll see. But I think it's going to be so amazing for creators, people who have big dreams and visions, because they can like really quickly get them to like a really good, really good blueprint of what they want. And then their colleagues, their alliances or teams can finish the rest. And that's, I think, one of the biggest social impacts of what Justin is describing. So maybe Justin, now we turn to you and figure out how I can like talk to Telegram and have it do stuff, something like that.

38:16Justin Moon:Yeah. So transition from biocoding to open claw or like chat, it started with like the chat gpt interface and it became kind of a vibe coding agents right and now it's like the personal assistant is we're just starting to enter that where you know we've had a good coding agent for about a year we've just started to get good personal assistance and that's what open clause it's kind of the first actually useful personal assistant and so to transition though i want to make a note that like i actually met peter steinberger i think his name is the guy who created it from a blog post about how he vibe coded and when i read it was called shipping at inference scale and it like blew my mind i'm like oh my god i'm a complete amateur what this guy is doing is unreal.

38:51Justin Moon:And I think OpenClaw is largely a story of he was like the world's best vibe coder. This guy figured out how to vibe code. And that's actually what created OpenClaw. Like the real thing that unlocked it was that he was able to use these vibe coding tools so effectively. So I'll get to that. But so what is the user experience, right? It's a personal assistant that you can chat with on any messenger you like, Signal, Telegram, Nostr. Like the last when I did a live stream, we used, there's an existing Nostra thing that wasn't very good. And I built a new one using Marmot, right? So, but you can add and do whatever the heck.

39:23Justin Moon:Email, any emails, email, anything you want. And if it doesn't exist, you can make it. So the ingestion can be, talking to this can be from anywhere. The agent has its own computer. It gets a computer and it totally controls it. It can be a desktop, like a little Mac mini. It can be a virtual, it can be something in the cloud. It can be on your laptop, although don't probably do that in general. Be very careful with this. Do not try this. You have information security skills. Like I'm still scared of it. And I'm like an expert almost like, and then it can totally control that computer, right? So you can talk to it anywhere you want.

39:52Justin Moon:It has its own computer and it totally controls that computer. And basically the premise is what if you gave the agent its own computer and gave it skills and tools to control literally anything about that computer that the user wants to. And it got to a certain point now where the developers don't even have to invent the skill anymore. Now, if it's missing something, if there's something after want it to be able to control that it can't do, you just say, hey, now make, it has recursive self-improvement now. You can make a skill that allows me to pilot this weird app that nobody else uses, right?

40:20Justin Moon:And so it's basically vibe coding internally to make a personal skill.

40:23Alex Gladstein:Or if you could color this in, you can also buy, you know, a free market of skills. So Pablo was showing me that what he's building, he's building a, I mean, not a competitor to OpenClaw, but like something like an alternative that's more for a different use case. But the idea is that when he wants stuff done, his agent can go hire the Adnoster and Bitcoin, can hire like an expert in cashing, for example, that Kale has like worked with so that it knows Kung Fu, right? So like he can hire that one and then, or hire one that's really good at designing liquid glass apps for iOS, for example. So we can go out and hire these and then like do it.

40:57Alex Gladstein:So again, like the skills thing is not just something that you'd have locally, you could hire them or you could, acquire them or whatever you want. But the point is, it's fascinating to see this start to work. Let's take a quick break and hear from today's sponsors. No, it's not your imagination. Risk and regulation are ramping up and customers now expect proof of security just to do business. That's why Vanta is a game changer. Vanta automates your compliance process and brings compliance, risk, and customer trust together on one AI-powered platform. So whether you're prepping for a SOC 2 or running an enterprise GRC program, Vanta keeps you secure and keeps your deals moving.

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44:26Alex Gladstein:This is a paid advertisement. All right, back to the show. Real fast because we have a huge Bitcoin audience here. When you look at how these AIs are going to want to transact with each other, for me, it's become super obvious that they're going to want Bitcoin because that's the only form of payment that they can't be rugged on. So if they're managing their own wallet and you look at all the different ways that they could be paid, anything that touches human rails or has the capacity for a human to be like, I think I'm going to liquidate this account that it's using. I think the AIs are going to deeply understand that risk and never want to denominate their exchange in such a thing.

45:04Alex Gladstein:I think for sure that's where we go, but it's just worth noting now that, for example, I saw the founder of Umbral today. He was just posting that like he had his open claw on Umbral just book his debt for him. And yeah, he like gave it his credit card. He gave it his credit card and his billing address. So it does work with fiat, but like, I think you're right that like over the coming years, it'll be way easier for these things to work with a digitally native currency. Yes. Yes. Yeah.

45:28Justin Moon:I almost think it's going to happen the opposite way where it's like, they'll just use dollars because that's what's in the training data. And that's what everyone accepts by default, right? They'll use fiat. Right. And then they'll try to do something where they can't. And they'll be like, I can't. Is there another option? Oh, I can just use a Bitcoin. Oh, I can get the Bitcoin skill. I think it'll come more from trial and error where it's like, dang, it's like they keep asking me for all this stuff and I've got to check emails and my owner has the email and I can't get in there. So it's like, let me just create a Bitcoin wallet, right?

45:52Justin Moon:I think it'll kind of happen that way from the ground up just based on failure with the fiat. Right. It's like a person

45:57Alex Gladstein:in Nigeria and the credit card's not working. Well, why don't I try something else? Let me see. Oh, there's this Bitcoin skill. Oh, let me learn that really quickly. Oh, okay. It works now. Like it's going to do that. Okay.

46:07Justin Moon:Let me get to the continue the open clock. So like, yes. So I talked about the user experience, right? It's a personal system that you can message however you want. It has its own computer and that computer can be whatever you as the user want. You have the freedom to choose. And so it completely blew up in popularity. So to give a sense, GitHub is like the collaboration platform for open source software. There's something called a like or like a favorite on GitHub. You can like favorite a post or a project. You say, I like this one, right? a star it's called the github star github or bitcoin has 80 000 github stars that's a really popular project open claw and it's 15 years old open claw is like six weeks or seven weeks old and it has 160 000 stars so it's double as popular as bitcoin in like six or seven weeks linux is like 200 000 so it's almost cut up to linux which is like the most famous open source project that exists so that just gives you an indication of like is that the fastest moving uh oh yeah like yeah they show there's graphs where you can find where they show all these other like super fast moving projects that look like a hockey stick and compared to those open claws like a vertical line it's just insane like wow there's no x dimension for the adoption it's really cool so that's to give you the listeners a sense of how popular it got and so it's because the user experience was really good like this is what everyone's wanted it's like a relatively self-sovereign personal assistant but if i want to kind of ask some questions about like why did it happen now and give my takes on it what enabled this like and this is in a sense of like where are we now?

47:29Justin Moon:Like the first thing you think is, oh, finally the AI's got smarter now. I kind of disagree. Like I kind of think that if we had ClaudeBot, like when Claude4 came out, this is May 22 of last year, I kind of think it could have gone viral at the same time. Wouldn't have been able to do everything. But I think that some of the previous models from six or nine months ago maybe could have done this. I'm not sure I want to do some testing on it. But I don't actually think that actually when it comes down to running the assistant, we needed the models that we have today. So one big one with context engineering, we got a lot better at this just in time prompting instead of just-in-case prompting.

47:58Justin Moon:And that's traditional software engineering. So this was human software engineering. But I think, to me, the biggest one was that this one guy basically vibe-coded a massive bridge. Like, Peter Steinberger's GitHub is insane. The average developer does, like, maybe 10 GitHub contributions. That's like an action on GitHub a day. This guy does, like, 1 ,000 a day. He's just absolutely ripping it. He's operating at a much higher level than the rest of us. And many of us are trying to catch up. He has, like, 50 projects on his GitHub that composed this bridge between a traditional computer and an agent.

48:30Justin Moon:So stuff like managing Google Calendar, managing Gmail, making tweets, communicating over Telegram, communicating over like Apple Messenger. He made all these little command line tools, little basic tools that were optimized for an agentic user, not a human user. Like no human would want to use a COI tool to manage their calendar. But since all of them are all text-based, right? It's all based on text. They are really good at making these little COI tools. And so eventually it got to this kind of recursive improvement where the tool buy puts itself. I mean, also it's like the labs couldn't do it because it was reckless.

48:59Justin Moon:Like you needed like a cowboy base. You needed an open source cowboy. He didn't care. Like very, I don't know if this guy's a Bitcoiner, but he would fit right in. Yeah, he would.

49:08Alex Gladstein:Like Satoshi. Yeah.

49:09Justin Moon:The open source this thing. No big thing would ever do this. And also he's kind of a hero because he didn't, you know, he could have raised the VC money and all these things. You know, no, I'm already successful. I'm just going to leave this for the people. Right. You know, so there are a lot of these technical things like making skills, skills for missing interaction on text engineering. Amazing. And it has so much

49:25Alex Gladstein:pressure on the large corporations because the users are now going to want the choice of using whatever input they want. Whereas before they wanted to corral you in their theme. Like they wouldn't have wanted you to use Signal to talk to Anthropics' new product. They'd want you to use their own. Right. And now it's like, well, what are we going to do? Begin to try that. They're probably going to have to offer ways for people to use any input they want. So this is pretty, pretty seismic. And I just would also So just note that from a human rights perspective, maybe we can conclude a little bit of this with this part, Justin, like I'm not Doomer on the, yes, of course these things are risky and evasive, but like the cool part is you can hook up Signal and Maple and do OpenClaw like that.

50:04Alex Gladstein:Like you can use privacy protecting AI agents and you can use privacy protecting messengers. And there are some serious innovations happening on that now by some of our friends and people in our community who are making, you know, what are going to essentially be full stack personal agents where maybe three to six months, some of them are already like very alpha, but like you can experiment with them, but like, you'll be able to go in your signal and how to do stuff and have like the whole supply chain be encrypted. And I'm so bullish on that. So that's what Ahrefs really going to be focusing on this year from a investment point of view, like supporting the infrastructure is going to be building those tools.

50:39Alex Gladstein:And then the rest of what we're doing is going to be just the super scaling and education.

50:43Justin Moon:Yeah. Yeah. Let's like go into those in a little more detail. I just want to kind of summarize first. Yeah, go ahead. So if you like think of Open Cloud as like a story, and it is a story, that's why it went so viral. Like the story is just as much as the tool, I think in a sense, it's like a story of like what one individual can do with the help of iCoding, with AI development, right? The one guy, it was basically, and then eventually he got far enough where a big open source, voluntary open source community arose around it. And this is like exactly what we Bitcoiners participate in. This is what Nostra is.

51:12Justin Moon:And so it's very inspiring to see what one person can do. And to me, OpenClaw is more of like an idea than an actual product. Like it shows us the idea of what if an agent has its own computer and you can talk to it however you want. I'm going to build my own OpenClaw. I'm not going to use OpenClaw. I'm just going to vibe code my own and I'm going to use some of the pieces they have. And all my friends are going to do the same thing. And you're going to see this big renaissance of stuff that can't be controlled that is customized to what the user wants. And so for my takeaway, it's like, I want to teach more people about AI.

51:40Justin Moon:And also that like, this is why I'm proud to work on the HRF, like AI for individual rights program. Like we're fighting to make sure that more of this type of stuff can happen, that AI remains user controlled and that people can thrive in an AI world. So yeah, I transitioned out to Alex just to hear a little more about, you know, maybe share a little more about, you know, how the program started and what we've done and what we want to do.

52:00Alex Gladstein:Well, yeah, again, the moment was fortunate about 13 months ago when we were presented with the opportunity to do this by a generous supporter. And anyone listening, you can just do things. You can support people like us and have us do really cool things. So thank you to everybody who supported us, including you, Preston, for helping us today. Just even having this conversation is going to spark a lot of thoughts, I think. But yeah, created the world's first AI for individual rights program. Every other human rights group either hates AI or they're going to try to, you know, really focus on research.

52:30Alex Gladstein:And it's just they're not going to do anything. and you know what? Like we wanted to do it differently and most of our effort is going to be focused on how to make this tool a mechanism for personal liberation, period. We are going to do, again, some research and investigations into how dictators are abusing it. That's very important. You know, we do feel like that will start to get crowded with other people. What I don't see anyone else doing for sure is like in the same way that we've been pioneers of educating dissidents and activists and resistance groups on Bitcoin, well, we're going to do the same thing these open source privacy protecting AI tools.

53:04Alex Gladstein:Because in the same way that Bitcoin helps them become unstoppable, AI is going to help them 10x or 100x what they can do. And we need that right now. Right now is the moment for us to push freedom forward. So that's what the program's designed around. We're going to do events that bring people together, as Justin was describing, like bringing together talented developers with activists. I mean, both of them were thrilled. The event went so well. The first one, we're going to do two more this year, at least. we're doing one in nashville at bitman park in may dr rod we're going to do one at pubkey in dc in september so we're going to cook with these and the developers were like thrilled because it's like something so inspiring to work on as opposed to just like the standard hackathon and the activists are like this is awesome i get like five of the smartest people in the world to like help me do what i want to do like everybody's like you know let me chime in here a little bit so like

53:49Justin Moon:they had this idea you know so hrf one thing i mean my friend's still out every once in a while give me crap about like how do you work for an NGO and I'm like I don't know man I don't know Alex it's true we are non-governmental I'm not I'm not and I'm like well Alex brought me and my friends are these freedom tech developers the ideological freedom tech developers and we met these like physical freedom fighters who actually fight for freedom in authoritarian regimes and over the years I would meet these people and they were like some of the most courageous inspiring people I've ever met and I was like man I wish I could help them but it was always a little distant because it's like I'd be like okay use my wallet you know use my I can teach you how to use bitcoin right?

54:22Justin Moon:It remains a friendship, a social thing. But then when wide coding happened, what wide coding means is the cost of software production going kind of to zero. That's what it means. A year ago, you needed to be ChatGBT to build an agent. Then Peter Steinberger could build one himself and Pablo. And now the tools themselves can recursively self-improve, right? The cost is going down, down, down, down, down. So the opportunity is like, okay, what if we could put activists and developers together and have them actually try to solve problems, right? Usually the ideas are bad and there's no distribution of the product at the end.

54:52Justin Moon:But the activist collaboration fixes both of these. The activists bring a real problem. Like, hey, how do we make a leaderboard of which LLMs respect human rights? And how do we distribute it? Okay, the guy's got a massive academic following and is very respected and works at Harvard. But, you know, like this is what all the projects were like, right? It was very empowering from the activist point of view because they got to do something useful. And they also got to see how software is created, right? So a lot of these people have been around HRF, talked to these developers, but I don't think they actually understood where it comes from.

55:19Justin Moon:and they got to see for a day where it comes from. And from the developer interview, we're empowering because we're like, man, we've been working on these abstract problems all the time. And now I get to make a tool that can help find corruption in a big data dump of documents from Rattrip. It's very nice to work on like a concrete problem and then apply the skills you knew previously from your work with Freedom Tax. It was a big success. It was a very surprising success for me. And I'm really looking forward to doing more of these.

55:41Alex Gladstein:And just, you know, the TLDR, what are we doing? I mean, two main things. Again, we're going to be bringing people together at all kinds of interesting events. We'll have a big Freedom Tech Day at the Freedom Forum where we're going to have quite a bit of ad coding for activism. And then the second thing will be grants. I mean, you know, we want both the activists to apply to our AI fund to seek help to build the things they need. Then we also want really talented developers working in essentially, you know, things like open code or open claw or Mable, like open source sovereignty and or privacy improving infrastructure.

56:15Alex Gladstein:We want to aggressively support that. So people should get in touch with us. And, you know, we really, really want to beef that up. And, you know, even small investments can go a really long way right now. The virality is here. Like, again, the guy from OpenClaw, when he released it, it was ClaudeBot. It's not like he had raised$30 million of venture capital, but did it out of his house. And it's like, we can do that. I don't know if you want to mention, like, briefly, just what, like, Kalei came out with today or yesterday, the Claude. Our friends are coming up with amazing stuff. Callie, another pretty famous Bitcoiner who has just done incredible things historically as far as writing code.

56:52Alex Gladstein:He made a turnkey claw bot that he just released on his website, right? That makes all of it super easy. A person can just, you know, go to the website that he just stood up. And I can only imagine how quickly a guy that's as talented as he is in writing software was able to engineer something like this and put it out there. No, and it still has, it's got a ways to go on the security side, but like, you know, he knows that he's a privacy maximalist and he's going to work on that. You know, again, where we are today is like, so the activists at least is we want people to use something like Maple for their basics or what their one-on-ones are.

57:29Alex Gladstein:Like you should just not be using other chat. It's like, it'll get 95 cents on the dollar, at least of the big corporate model, then you could be encrypted. Let's move there. Let's move from text message to signal. the next three to six months, we're going to be able to move your creator mode, you know, your basically your cloud code type things. And I think we're going to be able to move your agent as well into a similar environment. So that's like the hope and the dream right now is that now, like in the next three to six months, people who really value privacy and sovereignty, you know, will have access to extremely powerful tools that reflect their values, but then can also 10x to 100x their work.

58:04Alex Gladstein:And that's very exciting. Guys, we have to keep this conversation going. Honestly, you guys are on the tip of the spear. It's a military term. You're on the tip of the spear of everything that's happening. I need a lot coming from you.

58:16Justin Moon:Thank you, Preston. No, I really mean it.

58:18Alex Gladstein:In the conversation I had with Pablo and Trey, I was like, guys, you got to come back and keep us updated with this. Because I honestly think that this claw bot thing, and it's interesting because Sam Altman literally said the same thing. And coming from a guy that's one of the biggest in the AI space - No, he said it's here to stay. It's here to stay. That caught my attention. And I think that this is something that is going to be massive for individuals. It's the wild, wild West right now. And for all intents and purposes, from a privacy security, people losing, you know, their bank accounts and email addresses and things like that.

58:54Alex Gladstein:I think it's the wild, wild West right now. But in a year from now, I can only imagine what this. I mean, it's a new era of personal computing. You know, we're just these commentary, like the creator of OpenClaw really just opened a new, tore a new hole in what's possible. And now we're moving into that world.

59:12Justin Moon:Let me give one analogy. Personal agents at this stage really remind me of eCash, which I worked on through Fetiment and Callie worked on through Cashew. Because it's like, there's an obvious trade-off, big security trade-off right up front. It's like, hey, you trust another guy, random guy with your bank. And so it's kind of crazy. You give an AI agent its own computer and let it do whatever the heck it wants. So it's like a big upfront trade-off that's a little reckless. But then you get this flowering of all kinds of hobbyists and people who are kind of understand the risk, understand the trade-offs.

59:43Justin Moon:That's what we're trying to communicate. Don't just recklessly do this if you don't understand what's kind of going on. That's why I tried to explain so much of these ideas to you, because you need to equip yourself with some of these basic things in order to make these decisions. But when you have this flowering of a big group of very motivated people in the open source ecosystem, that's when you can have really magical things happen. And that's what happened with eCash and Cashew, and that's what's happening with these personal self-sovereign AI agents?

1:00:08Alex Gladstein:You have all these people talking like, AI is coming, it's going to take all of our jobs. The other side of the coin that I think I really want to impress on a person listening to this, the tools we're talking about also give a person the ability to 100X or 1 ,000X their capacity and their ability to do things. And so these two forces really come down to what is your perspective? Is your perspective, this is too hard and complicated? Well, AI is probably going to eat your lunch. Or are you sitting there saying, hey, this is my moment. Yeah. Like, what can you do with this? What can I do? This could be a great example.

1:00:48Alex Gladstein:I'm here with a really well-known Cuban activist. I'm thinking to myself, right now there's no Bitcoin wallet really perfect for her needs. And no one's really going to build that she's going to build it like within the next year she'll be able to speak to a computer and it'll open source it'll take some stuff from bit check which is very important given that cuba doesn't have great internet it'll take some stuff from like some very popular open source lightning libraries it'll just build what she needs and it'll look awesome and it'll be exactly what she needs and she could just do it in a few weeks or a few days or a few hours depending on how how much she wants to put into it i mean it's where you're going to see the blossoming of so many interesting little personalized tools that can radically expand people's potential.

1:01:30Alex Gladstein:And it's just such an exciting moment to your original point, Preston. And yeah, we'll come back and, you know, we're making a mini documentary right now, the current six months that we're living on that we're going to play on the main stage of the House of Freedom Forum. It's going to start January 1. It's going to end June 1. We're going to play it on June 2. And at the bottom third, you're just going to see the days go by and you're going to see like the headlines and you're going to see interviews and work and it's going to be so brave to me what happens on June 2 when we show this thing. The speed is just face melting at what is going on here.

1:01:59Alex Gladstein:So honor and a pleasure as always. Hey, that event and also the one in Nashville in May, I am very interested in going to the one. Let's go. Yeah. So we'll put links to that in the show notes. Yeah. May 8 to 10 for the Bitcoin Park hackathon part two, AI hack for freedom. And then And it's June 1 to 3 for the Oslo Freedom Forum in Norway. Amazing. Oslofreedomforum.com. Check it out. Amazing.

1:02:23Justin Moon:I have one thing to plug here at the end. Yeah. So I started doing some live streaming on Nostra to try to share what I've learned over the last year. And for next week, I'm going to try to vibe, go to CoinFullNode. That's what I'm going to try to do. So I'm going to be live streaming on Nostra all week. And I'll be going to injure myself severely in this process. And I wish me luck.

1:02:39Alex Gladstein:Good luck. Okay. So we end the shows now with a song. And we need you guys to select either one of you, what your favorite artist is or song. Like if there's a specific song you like, I want it to be like that. And then the song is going to recap everything we just talked about in a fun song-like way. So do either of you have a very strong preference for a specific song, artist, genre? Go ahead and speak up. Justin, you fire.

1:03:08Justin Moon:I don't have, I can't think of a specific song, but I would go with the sea shanty, sea shanty song style. would be fun.

1:03:15Alex Gladstein:Sea Shanty songs. I don't even know what that is, but I'm about to find out.

1:03:20Justin Moon:It's like the sailors. I could send you one afterwards. Oh, like the sailors sing about how they're getting out the door and they're going to get into trouble and you know. It's great.

1:03:29Alex Gladstein:Wow. I love how diverse these song selections are. The last one I think was a Beatles song or something like that. So, all right, guys, thank you so much for making time. We're going to have links to all of that in the show notes. Enjoy your C. Shanti's song on the close out here. Thank you. Hold her rope and hold her steady Through the fog we sail when ready Open club and see They can't hold what they can't see Yeah. Uh-huh. Okay. Okay. Okay. Uh-huh. Flip the ship, now we dip, dip, sliding on the bass. Vibe the code double time, never leaving any trace.

1:04:30Justin Moon:Sovereign, sovereign, sovereign running on my own. Pie on the counter, AI picking up the phone. Build it in a night, yeah, the coffee wasn't cold.

1:04:38Alex Gladstein:160 ,000 stars, that's a story being told. But I don't slow down. Now I keep it moving, keep it spinning, keep the sound

1:04:46Justin Moon:Bouncing off the walls and the ceiling and the floor Open source the recipe, then I'm cooking up some more Feel it in your chest when the baseline drops Once we start this wave, we don't ever stop Open close, open see

1:05:04Alex Gladstein:They can't hold what they can't see Open C Open C This the code that set us free This the code that set us free One more time This the code that set us free Okay, okay, okay Let me break it down slow

1:05:26Justin Moon:One developer changed the whole flow Then we speed it back up

1:05:30Alex Gladstein:Like we never hit the brakes signal buzzing telegram Humming making sovereign states Access to this and hackers builders

1:06:01Alex Gladstein:We'll be right back.

1:06:06See They can't hold What they can't see Open Close Open See

1:06:18Alex Gladstein:It's the code that set us free It's the code that set us free It's the code that set us free Used to think The future wasn't ours Now we hold the The key to sovereign power Mmm, yeah, let that sit Now we build it, now we share it Got a whole new world and we declawed in Open claw, yeah we calling Open sea, never stalling Open claw, walls are falling Open sea, new day dawning, old day dawn

1:07:04Alex Gladstein:Open glow, open sea They can't hold what they can't see Open glow, open sea This the code that set us free This the code that set us free This the code that set us free

1:07:30Alex Gladstein:It's the code that set us free.

1:07:35Alex Gladstein:It's the code that set us free.

1:07:38Justin Moon:The C is ours now.

1:07:40Alex Gladstein:Thanks for listening to TIP. Follow Infinite Tech on your favorite podcast app and visit theinvestorspodcast.com for show notes and educational resources. This podcast is for informational and entertainment purposes only and does not provide financial, investment, tax or legal advice. The content is impersonal and does not consider your objectives, financial situation or needs. Investing involves risk, including possible loss of principle and past performance is not a guarantee of future results. Listeners should do their own research and consult a qualified professional before making any financial decisions.

1:08:11Alex Gladstein:Nothing on this show is a recommendation or solicitation to buy or sell any security or other financial product. Hosts, guests and the Investors Podcast Network may hold positions in securities discussed and may change those positions at any time without notice. References to any third-party products, services or advertisers do not constitute endorsements and the Investors Podcast Network is not responsible for any claims made by them. Copyright by the Investors Podcast Network. All rights reserved.

From the publisher

Alex Gladstein and Justin Moon break down the fundamentals of large language models and explore the rise of OpenClaw as a self-sovereign AI assistant.

Justin explains context engineering, local inference, and vibe coding, while Alex dives into the AI for Individual Rights program and its mission to empower activists.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro
00:04:12 - What Large Language Models (LLMs) are and how they differ from traditional programs
00:05:15 - Why AI feels like magic—and what’s really happening under the hood
00:06:01 - The key differences between open and closed AI models
00:06:50 - Why capital structures influence AI model openness
00:09:09 - How persistent memory enhances AI agent performance
00:12:18 - What inference means and why context is a scarce resource
00:19:32 - How AI agents combine traditional software with LLM reasoning
00:21:10 - The evolution from MCP-style systems to skills-based context engineering
00:25:41 - What “vibe coding” is and how it lowers the barrier to building apps
00:44:07 - How the AI for Individual Rights program supports activist-driven innovation

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Oslo Freedom Forum: Website.

Justin:  Nostr account.

Related episode:  Is AGI Here? Clawdbot, Local AI Agent Swarms w/ Pablo Fernandez & Trey Sellers.

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TECH015: OpenClaw and Self-Sovereign AI w/ Alex Gladstein and Justin Moon (Tech Podcast)The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · 1 h 5 min
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