“I will no longer invest in any projects unrelated to artificial intelligence.” — @SPLehman @_rishinsharma (Solana AI expert) and @SPLehman (Pantera Capital AI expert) were guests on the Stateful podcast hosted by @masonnystrom. In this episode, they discussed the convergence of artificial intelligence and cryptocurrency: - $211 billion in AI investment - How Solana leverages AI - Private AI (Fully Encrypted/Fully Encrypted/Zero-Knowledge Proofs) – A Killer App for Enterprises - We are in a Faraday Market Bubble, not an AI Bubble - Inter-agent Communication + Micropayments = The New Economy 00:53 AI vs. Cryptocurrency: A $211 Billion Gap 01:42 How Cryptocurrency Enhances AI, and AI Enhances Cryptocurrency 02:57 How AI Revolutionizes User Experience 04:36 AI Assistants: Is the Transaction Screen Dead? 08:38 How Solana Uses AI 10:23 Using AI for Smart Contract Engineering: Code and Auditing 12:47 Implementing Private AI Using Zero-Knowledge Bases (ZK1) 4:14 Guiding Users with AI-Powered User Experience 16:22 Stablecoins vs. Web2 Fintech 17:30 x402 Unlocks Micropayments 31:39 AI Winners: OpenAI, Google, AlphaGo, and AlphaZero? 33:07 Is Continuous Learning Important in the AI Era? 35:03 The Law School Bubble vs. the AI Bubble 36:43 AI Valuation: Pricing Based on Novelty 38:47 The Convergence of Cryptocurrency and AI 43:37 Will OpenAI or Anthropologie Go Public in 2026? 43:57 The First AI x Cryptocurrency Application Valued at $5 Billion?