Andrew Keys found Ethereum before it launched, when ETH was around 30 cents. Eleven years later, he’s betting on a very different layer of the technology stack: AI infrastructure.

In Ohio, a former paper mill is being repurposed for AI compute. Keys says the first transaction represents roughly 10,000 GPUs, while Alignment Engine has disclosed $1.17 billion in four-year AI infrastructure orders. Amanda and Andrew get into why AI agents may need Ethereum to transact, whether open-source models crush proprietary AI economics, why ETH still has a value-capture problem, and whether ETH treasuries justify their costs versus staking-enabled ETFs.

Timestamps

00:00 Finding Ethereum Before Launch

02:54 Does the Machine Economy Need Ethereum?

04:44 x402 and Standards for AI Payments

06:37 AI Slop and the Provenance Problem

08:31 Music, IP and Onchain Attribution

10:53 Is AI Breaking the IP Regime?

13:11 Open Models vs. Proprietary AI

14:35 OpenAI, Anthropic and Open-Source Economics

18:50 The AI Infrastructure Spending Race

21:19 $1.17B in AI Infrastructure and 10,000 GPUs

24:50 Why AI Compute Could Need Ethereum

27:09 Turning GPU Compute Into a Market

31:19 If Ethereum Wins, Does ETH Capture Value?

36:11 Why the Ether Machine SPAC Was Terminated

39:28 Is the ETH Bear Market Over?

40:51 What Ethereum Can Learn From Hyperliquid

41:57 ETFs vs. ETH Treasuries

43:54 AI + Ethereum: Two Halves of One Economy

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◽️Apple Podcasts & Spotify

Endgame with Amanda Cassatt | Podcast on Spotify

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#Ethereum #ArtificialIntelligence #AndrewKeys #AIAgents #Endgame

“Thanks very much for several dozen pages of legally void correspondence. It will make excellent bedding for my pet hamster.”

That’s how Preston Byrne, the lawyer representing 4chan, responded to Britain’s internet regulator, Ofcom.

The dispute began after Ofcom targeted 4chan under the UK’s Online Safety Act. The regulator ultimately imposed £520,000 in additional penalties in March 2026, following an earlier £20,000 fine. Preston says the enforcement correspondence also threatened penalties of up to £18 million and potential imprisonment — against an American internet company with no presence, operations, or infrastructure outside the United States.

4chan and Kiwi Farms took Ofcom to U.S. federal court. On September 15, 2026, the case was dismissed on sovereign-immunity grounds because the court found it lacked jurisdiction. The ruling did not decide the underlying constitutional dispute over whether Ofcom’s orders could ultimately be enforced against protected activity in the United States.

In this episode of Endgame, Amanda Cassatt and Preston Byrne unpack what the UK’s Online Safety Act would require platforms like 4chan to change, why U.S. and British free-speech law diverge so sharply, and what happens when a foreign regulator claims authority over an American website.

They also discuss Brexit and tech regulation, why Preston tells founders to think carefully about where they build AI, crypto, and internet companies, and the GRANITE Act legislation introduced in the U.S. House aimed at limiting the domestic enforcement of foreign censorship orders.

The bigger question: can an open internet survive when governments around the world increasingly claim jurisdiction over what happens online?

Timestamps

00:00 Why Preston Byrne Represents 4chan

02:44 The UK Online Safety Act and Ofcom

06:11 Can UK Rules Reach U.S. Websites?

10:44 Why Preston Replied With a Hamster

15:33 What Happened in 4chan vs. Ofcom?

19:35 How U.S. Companies Respond to Ofcom

21:58 What Ofcom Wanted 4chan to Change

26:22 Free Speech in the U.S. vs. UK

31:19 Is There a Case for the UK Approach?

34:02 Why the Fight Became Personal

36:32 Is Preston Byrne a Free Speech Absolutist?

38:48 Who Tries to Control Online Speech?

43:42 Brexit, Europe and Tech Regulation

47:44 Where Should Tech Founders Build?

48:56 The GRANITE Foreign-Speech Shield

55:50 Can the Open Internet Survive?

🌐 Follow Preston

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#4chan #Ofcom #OnlineSafetyAct #OpenInternet #FreeSpeech #InternetLaw #TechPolicy #FirstAmendment #AI #Crypto #PrestonByrne #Endgame

Malcolm and Simone Collins became known as prominent voices in the pronatalist movement. But today, much of their work is focused on a different question: what happens to humans, culture, education, and future generations as artificial intelligence transforms society?

In this episode of Endgame, Amanda Cassatt sits down with Malcolm and Simone to explore how AI is reshaping internet culture, why they believe the next major culture war is forming around artificial intelligence, and what it means to raise children in a world where machines may outperform humans at increasingly general tasks.

They discuss how they are preparing their own children for a post-AI economy, why specialization may become more valuable than being a generalist, and whether humans will remain economically necessary as AI agents become more capable.

The conversation also explores the evolution of internet subcultures, the rise of AI-generated media, effective altruism and “stellar humanism,” genetic technology, pronatalism, demographic decline, and the question at the center of it all: what kind of people and what kind of civilization will thrive in the future?

Malcolm and Simone also discuss their work with rfab.ai and how they think AI tools can expand individual creative and technological capabilities.

Timestamps

00:10 — Introduction

04:46 — From Tech and VC to Pronatalism

09:04 — Genetic Screening and the Origins of Their Movement

12:55 — How Internet Media Creates Celebrity

15:30 — Why Pronatalism Went Mainstream

20:10 — How Internet Subcultures Become Mainstream Culture

25:30 — Is AI the Next Culture War?

28:21 — Could AI Art Become Bigger Than Memes?

32:26 — Effective Altruism vs. Stellar Humanism

39:06 — Are Humans Being Replaced by AI?

43:24 — What Happens When Humans Lose Their Economic Advantage?

45:23 — Raising Children in the Age of AI

50:01 — Teaching Kids How to Use Technology Safely

52:29 — Should AI Uncertainty Change the Decision to Have Kids?

57:16 — Can Pronatalism Reverse Falling Birth Rates?

58:42 — Building Culture for a Post-AI Future

1:02:57 — Their Alternative to Modern Dating

1:03:00 — Building rfab.ai and an AI-Native Community

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