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A daily news analysis show on all things artificial intelligence. NLW looks at AI from multiple angles, from the explosion of creativity brought on by new tools like Midjourney and ChatGPT to the potential disruptions to work and industries as we know them to the great philosophical, ethical and practical questions of advanced general intelligence, alignment and x-risk.
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The Breakdown

Nathaniel Whittemore

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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
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NLW joins Scott Melker to discuss the big topics in crypto and macro this week. Trade, tariffs, crypto banking and much more. Sponsored by: ⁠Crypto Tax Calculator⁠ Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessl…
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AI agent pricing influences how companies plan and allocate their spending. Windsurf initiated a price cut, reducing rates for coding agents to $15 per month and eliminating tool call charges. This move pressures rivals like Cursor. NLW explores how agent pricing could shape the development of the industry. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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NLW discusses market reactions to US tariff negotiations, potential tariff reductions with China, and Bretton Woods institutions facing criticism from the Trump administration for mission creep. He explores Bitcoin's reduced volatility, increased institutional adoption—including the controversial SoftBank-Tether Bitcoin venture—and ends on Trump's …
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Microsoft’s latest Work Trend Index reveals a major shift in enterprise AI: we’re entering the era of the Frontier Firm, where every employee is on track to become an “agent boss.” The report outlines a rapid evolution across three phases: from using AI assistants to managing multi-agent systems. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://p…
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There are indicators that trade tensions are dissipating, seeing rallies in both stocks and crypto. Bitcoin is taking its unique place as an asset that can do double duty in a portfolio. Plus the latest on institutional adoption. Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto…
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New research suggests that AI agents are improving at a rate far faster than expected, and their task complexity is doubling every four months. AI Digest confirms this by adding OpenAI’s O3 and O4 Mini to the curve, showing tasks that take humans 1.5–1.7 hours are now within reach. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AIDai…
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Stocks were down bad again on Monday on concern around the Powell-Trump tiff, but Bitcoin started soaring. How real is this pump? What does it mean for BTC going forward? NLW explores. Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endor…
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NLW covers the intense debate around AI startup "Clearly." Founded by 21-year-old Roy Lee, the company sparked controversy with its provocative manifesto, "We Want to Cheat on Everything." The startup promotes real-time AI assistance to give users instant answers during job interviews, exams, and meetings. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠h…
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NLW catches up on the key macro and crypto stories shaping the news heading into a new week. Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exc…
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Enterprise adoption of AI agents surged significantly, with pilots nearly doubling from 37% to 65% in just one quarter, according to KPMG's latest AI Pulse survey. Companies are rapidly moving from experimentation to active deployment. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AIDailyBrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brought to you by: KPMG – Go …
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From the launch of o3 and o4-Mini to the US considering a DeepSeek ban, these are the biggest stories from the last week in artificial intelligence. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AIDailyBrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brought to you by: KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.c…
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In this episode, Eddie and Chris from Fractional AI discuss building a practical voice agent. They share real world examples, problems solved, and valuable insights about developing voice systems, including making user experiences seamless, handling unexpected interactions, and ways companies successfully utilize voice agents today. Check out Fract…
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In this episode, we’re joined by Santi from Empire! We discuss today’s crypto market conditions, stablecoin proliferation, and how long-term allocators are accumulating Bitcoin. We also touch on crypto’s data and transparency issues, and the valuation of L1s before wrapping with speculation on alien life. Sponsored by: Crypto Tax Calculator Accurat…
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In this discussion, AI strategist Nufar Gaspar explains the top AI agent use cases companies currently use successfully. Examples include customer service automation, coding assistants, sales agents, voice-enabled workflows, and deep research. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AIDailyBrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brought to you by: KPMG –…
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In this episode, our Blockworks Research analysts cover shifting macro conditions, the growth of tokenized gold, Solana’s rising institutional interest, and the evolving overlap between crypto and traditional finance. They also examine airdrop mechanics, critique Berachain’s approach, and debate what trends will define the next two years. Sponsored…
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What's at the top of AI engineers' minds? Swyx, organizer of the AI Engineer Summit and host of Latent Space, joins us to discuss MCP (Model Context Protocol), the rise of AI agents, and how the role of AI engineers is evolving. Find our guest online: https://x.com/swyx https://www.ai.engineer/ https://www.latent.space/ Get Ad Free AI Daily Brief: …
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This week we're joined by Michael Sonnenshein to discuss the future of tokenization. We deep dive into the launch of BUIDL: crypto's largest tokenized fund, institutional demand to build on Solana, Ripple's $1.25b acquisition & more. Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Cr…
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In this episode, Grant McCarty of the Bitcoin Policy Institute joins the show to discuss his early political engagements and origins of BPI, challenges and opportunities around implementing crypto legislation, and the Strategic Bitcoin Reserve. We also delve into advancing Bitcoin as a debt instrument, the evolving political landscape, and more. Sp…
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Companies keep repeating these costly mistakes when adopting AI and agents. Nufar Gaspar, an AI adoption strategist formerly at Intel, breaks down seven critical errors organizations make, including unrealistic expectations, unclear strategies, poor data access, and mismanaged communication. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/A…
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Riley Brown joins AI Daily Brief to explain Vibecoding, an accessible way to build software with AI. Riley shares how he went from content creator to Vibecoder, the tools that made coding easy for anyone, and the types of apps people build. Riley also reveals how Vibecoding might evolve and his goal of making app development as simple and fun as Ca…
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An Interview with Felix Jauvin & Quinn Thompson from the Forward Guidance podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, they deep dive into the bull vs bear case in 2025, Trump's end game, building the perfect portfolio, Coinbase vs Robinhood, is Bitcoin really a safe haven asset & m…
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OpenAI cofounder Andrej Karpathy makes an argument that the normal patterns of technology diffusion have been upended with AI, to the benefit of regular people. Source: https://x.com/karpathy/status/1909308143156240538 Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AIDailyBrief⁠⁠⁠⁠⁠⁠⁠ Brought to you by: KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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A reading and discussion inspired by: https://bitcoinmagazine.com/markets/why-trumps-tariffs-cant-fix-the-broken-fiat-system Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly i…
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NLW and Scott Melker count down the top five stories in crypto. While tariffs continue to dominate the discussion, there was also a significant amount of news around collaborations between crypto-native and tradfi institutions. Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto T…
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Stanford's 2025 AI Index reviews 2024's artificial intelligence trends. Performance benchmarks improved as AI appeared more in daily life and business, leading to high US corporate investment and adoption. China is rapidly closing the AI model performance difference. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠https://patreon.com/AIDailyBrief⁠⁠⁠⁠⁠⁠ Brought t…
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