Frictionless with Logan Jastremski
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Today’s combined position on our country charts.
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About the show
Latest episodes
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Why Memory Is AI's Biggest Bottleneck with Vikram Sekar | EP 170
October 5, 2026 · 1 hr 13 minVikram Sekar, writer of Vik's Newsletter and co-host of Semi Doped, joins me to discuss AI agents, memory, and the hardware behind the data center buildout. We break down why training and inference need different hardware, why copper…
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Tokenized Stocks and Global Liquidity with Armani Ferrante CEO of Backpack | EP 169
October 1, 2026 · 1 hr 11 minArmani Ferrante, Founder and CEO of Backpack, joins me to talk about tokenized stocks and the next phase of global capital markets. We discuss the different tokenization models, why redeemability and liquidity matter, and Backpack's…
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What Gives Tokens Value? with Mike Dudas, Managing Partner at 6MV | EP 168
September 28, 2026 · 1 hr 3 minDropping a podcast with @mdudas, Managing Partner at @6thManVentures A crypto business can make money without that money reaching its token holders. In this episode I wanted to talk with Mike about what gives a token value and who…
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AI spending can't grow forever with P Equity Research | EP 167
September 25, 2026 · 1 hr 4 minDropping a podcast with @pequityresearch Mr. P has been doing some great work breaking down the AI buildout and following where hyperscaler capex actually goes. In this episode I wanted to walk through the full stack: logic, memory, power…
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The Bottleneck Isn’t the Chip with Bubble boi | EP 166
September 21, 2026 · 1 hr 20 minMr. Bubble is world class at explaining very technical concepts in layman terms. In this episode I wanted to chat through the 0 to 1 of the chips, racks, packaging, the memory hierarchy, scaling up and scaling out. We spend a lot of time…
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All of Finance Is Moving Onchain with Dragonfly General Partner Rob Hadick | EP 165
August 18, 2026 · 1 hr 7 minMy conversation with Rob Hadick.As General Partner at Dragonfly, Rob has one of the clearest views on how blockchain is evolving from speculative crypto into the actual infrastructure of global capital markets. In this episode we dig into…
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Why AI is Unbundling Faster Than You Think with Tarun Chitra | Ep 164
August 11, 2026 · 1 hr 13 minMy conversation with Tarun Chitra. As a co-founder of Gauntlet and GP at Robot Ventures, Tarun has one of the sharpest frameworks for understanding market structure across both crypto and AI. In this episode we dig into why open-source AI…
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The internet is great, but not for this... with Cofounders Austin Federa & Mateo Ward | EP 158
November 10, 2025 · 1 hr 15 minDoubleZero is the High-Performance Global Network of network of dedicated high-performance links engineered to bring low-latency networking to everyone, everywhere.Austin's Twitter: https://x.com/Austin_FederaMateo's Twitter…