Docker and Sandboxing AI Agents
The most useful coding agents can mutate their environments by downloading packages, writing files, and connecting to services across the network. However, that freedom also presents dangers, and promises to usher in a new wave of security threats.
Docker recently announced Docker Sandboxes, which give each agent its own isolated micro VM while preserving the familiar ergonomics of a container. A standard container shares the host’s kernel, but a micro VM emulates hardware and runs its own kernel, giving a stronger security boundary around code that cannot be trusted.
Mark Cavage is the President and COO of Docker, and he previously worked at companies including Stripe, AWS and Oracle. In this episode, Mark joins Gregor Vand for a wide-ranging conversation that includes why agents break the immutability assumptions containers were built on, how micro VMs differ from both containers and traditional VMs, and the still-unsolved challenge of giving agents scoped, trustworthy access to sensitive services and data.
Sponsorship inquiries: sponsor@softwareengineeringdaily.com
The post Docker and Sandboxing AI Agents appeared first on Software Engineering Daily.
How Hyperliquid Becomes the Backend for ALL of Finance | Tushar Jain
Multicoin provides investment advice to certain private fund clients that own HYPE tokens discussed herein and stands to gain in the event that the price of the token increases.
Multicoin's HYPE valuation report discussed in this podcast can be found as a link in the show notes.
Any trading discussion is for informational purposes only and is not a recommendation to engage in derivatives, leverage, or any specific trading strategy.
---
🧭OKX | 120M+ USERS WORLDWIDE
https://app.okx.com/join/USBANKLESS
---
Hyperliquid is already one of crypto’s biggest perp stories, but Multicoin’s Tushar Jain thinks the market may still be looking at it too narrowly. In this episode, David sits down with Tushar to unpack the deeper thesis: portfolio margining as the hidden unlock, HIP3 and builder codes as the path to platformization, real traction versus farmed volume, and why HYPE’s value-capture model is unusually direct for crypto.
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---
TIMESTAMPS
0:00 Intro
1:50 Perps Get TradFi’s Attention
3:17 More Than a Perp DEX
6:29 Why Portfolio Margining Matters
11:13 HIP3 and Permissionless Market Creation
13:47 Hyperliquid Becomes a Platform
19:54 The On-Ramp Question
21:36 Perps Are Not the Whole Thesis
28:04 Cash Flow as the Credibility Signal
33:05 Valuation Multiples and Lighter
34:36 Multicoin’s HYPE Framework
42:05 Token Value Capture
43:34 Unlocks, Wealth, and Team Motivation
48:30 The US Perps Question
52:27 Does Hyperliquid Need to Come Onshore?
54:32 The Final Bull Case
---
RESOURCES
Tushar Jain
https://x.com/tushar_jain
Multicoin's Hype Analysis and Valuation report can be found here:
https://multicoin.capital/2026/06/25/hyperliquid-hype-analysis-and-valuation/
The report includes important disclosures concerning the data and assumptions by Multicoin discussed today.
Multicoin may have interests in companies mentioned during the episode.
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
"Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz
Zcash is having its first real narrative moment in years. David sits down with Multicoin Capital co-founder Tushar Jain and Mert Mumtaz to unpack why privacy may be crypto’s missing store-of-value primitive, why Zcash is being framed as “private Bitcoin,” how institutional adoption could normalize shielded money, what AI and onchain surveillance change about the privacy debate, and why quantum risk could become a real catalyst.
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---
TIMESTAMPS
0:00 Why Multicoin Got Interested in Zcash
5:22 Mert’s Path from Solana to Zcash
9:57 Why Zcash, Why Now?
17:01 The Institutional Path for Private Money
22:03 Zcash as a Private Store of Value
25:27 Fungibility, Tainted Coins, and Financial History
27:26 The Bear Case: Does Anyone Really Care About Privacy?
34:43 Onchain Surveillance and Government Power
39:13 Zcash Tokenomics and the Forgotten Coin Thesis
44:58 The Last PVE in Crypto
50:17 Zcash and the Quantum Threat
59:14 Shielded Pool Growth and Upcoming Catalysts
---
RESOURCES
Tushar Jain
https://x.com/tushar_jain
Mert Mumtaz
https://x.com/mert
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
AI-assisted coding needs more than vibes; it needs containers and sandboxes
SPONSORED BY DOCKER
In this sponsored episode, Ryan chats with Mark Cavage, President and COO of Docker, joins the show to dive into hardened containers and agent sandboxes. They discuss what it means for a container to be hardened, how agents are starting to look a lot like microservices, and where containers fit into agentic workflows now and in the future.
Episode notes
Docker Hardened Images are minimal and secure containers. They’re free and available for most applications in the Docker registry.
Docker for AI provides an easy way to build, run, and secure AI agents.
Connect with Mark on LinkedIn.
Congrats Populist badge winner humblebee for answering How to open/run YML compose file?.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Building The Perfect Portfolio In 2026 | Tushar Jain & Pranav Kanade
This week, Tushar Jain & Pranav Kanade join the show to discuss the current state of markets. We deep dive into where are we in the cycle, where to allocate in 2026, how to value tokens, stablecoin chains & more. Enjoy!
--
Follow Tushar: https://x.com/tushar_jain
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--
Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket!
https://blockworks.co/event/digital-asset-summit-nyc-2026
--
Timestamps:
(00:00) Introduction
(01:20) Where Are We In The Market Cycle?
(06:35) Allocating In Crypto
(16:12) Coinbase Ad
(16:57) DAS Plug
(17:22) How To Value Crypto Tokens
(32:28) Investing In Apps vs L1s
(38:10) Crypto Social & Stablecoin Chains
(53:00) Investing In AI
(59:40) Positioning In 2026
--
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, Rob and our guests may hold positions in the companies, funds, or projects discussed.
Can Solana Edge Out Ethereum to Win the AI Agent & RWA Race?
Tushar Jain and Mike Ippolito make the bull case for Solana as competition heats up.
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With Ethereum refocusing on L1 and Hyperliquid adoption growing, Solana is arguably facing stronger competition than ever. Can it thrive still?
Multicoin co-founder Tushar Jain and Blockworks co-founder Mike Ippolito share several reasons to be excited about Solana, including Alpenglow and anticipated market microstructure design flexibility.
Find out why Tushar and Mike say Firedancer has not been a flop despite seemingly low adoption, why they don't see block building issues stopping Solana from challenging Hyperliquid, and why they say the network doesn't have to do anything to specifically attract AI agents. Plus, why they both believe that the RWA race is too early to call despite Ethereum's dominance.
Meanwhile, with Alpenglow still months away, Mike says the wait doesn’t matter — for the next 12 to 18 months BD and marketing matter more than tech for adoption.
#UN1047
Guest:
Tushar Jain, Co-Founder & Managing Partner at Multicoin Capital
Previous appearances on Unchained:
Solana Rejected Inflation Reduction-Here's Why
CoinFund's Jake Brukhman and Multicoin's Tushar Jain on Generalized Mining
Binance Hack: Should the Threat of Reorgs Be Used to Deter Hackers?
Multicoin on the 1 Thing Crypto Teams Miss in Their Quests for Success
Mike Ippolito, Co-Founder at Blockworks
Links:
Unchained:
Ethereum Lets Go of the Rollup Story. Here Are the 6 Tokens That Benefit
Jump Crypto’s Firedancer Goes Live on Solana Mainnet
BlackRock Just Chose Uniswap. The Market Didn’t Care. Here’s Why.
When AI Agents Take Over, What Does a Post-Human Economy Look Like?
Uneasy Money: How the Increasingly Better AI Agents Are Being Used Onchain
Pump.fun Cashed Out $436M Since Mid-October: Lookonchain
Zora Shocks Base Community With Solana Pivot
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Setting Docker Hardened Images free (Interview)
In May of 2025, Docker launched Hardened Images, a secure, minimal, production-ready set of images. In December, they made DHI freely available and open source to everyone who builds software. On this episode, we’re joined by Tushar Jain, EVP of Engineering at Docker to learn all about it.
Join the discussion
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Featuring:
Tushar Jain – LinkedIn
Adam Stacoviak – Website, GitHub, LinkedIn, Mastodon, X
Jerod Santo – Website, GitHub, LinkedIn, Mastodon, X
Show Notes:
Hardened images for everyone
Hardened images catalog
Something missing or broken? PRs welcome!
[AIEWF Preview] Containing Agent Chaos — Solomon Hykes
Solomon most famously created Docker and now runs Dagger… which has something special to share with you on Thursday.
Catch Dagger at:
- Tuesday: Dagger’s workshop https://www.ai.engineer/schedule#ship-agents-that-ship-a-hands-on-workshop-for-swe-agent-builders
- Wednesday: Dagger’s talk: https://www.ai.engineer/schedule#how-to-trust-an-agent-with-software-delivery
- Thursday: Solomon’s Keynote https://www.ai.engineer/schedule#containing-agent-chaos
Full Video Episode
Timestamps
00:00 Introduction & Guest Background00:29 What is Dagger? Post-Development Automation01:08 Dagger’s Community & Platform Engineers02:32 AI Agents and Developer Workflows03:40 Environment Isolation & The Power of Containers06:28 The Need for Standards in Agent Environments07:25 Design Constraints & Challenges for Dev Environments11:26 Limitations of Current Tools & Agent-Native UX14:11 Modularity, Customization, and the Lego Analogy16:24 Convergence of CICD and Agentic Systems17:41 Ephemeral Apps, Resource Constraints, and Local Execution21:01 Adoption, Ecosystem, and the Role of Open Source23:30 Dagger’s Modular Approach & Integration Philosophy25:38 Looking Ahead: Workshops, Keynotes, and the Future of Agentic Infrastructure
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.latent.space/subscribe
Solana Insiders Wanted to Reduce Inflation, but It Failed. Here’s What the Proposal’s Author Thinks - Ep. 800
The Solana ecosystem just completed a critical governance vote. SIMD-228, a proposal to tie Solana’s inflation rate to its staking participation rate, was put forward by Multicoin Capital and Anza, but despite a majority voting in favor, it failed to meet the required supermajority to pass.
Tushar Jain, co-founder and managing partner at Multicoin Capital, who co-authored the proposal, joins the show to discuss:
Why he believes the proposal was necessary
Whether inflation is too high for Solana’s long-term health
If some validators voted against their own interests
The silver lining of the governance process
Why a smaller proposal focused on fee sharing did pass
Whether Multicoin Capital will resubmit a revised proposal
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
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Mantle
Guest
Tushar Jain, Co-founder and Managing Partner at Multicoin Capital
Links
Unchained: Proposal to Cut SOL Inflation by 80% Fails After ‘Close Call’
SIMD Vote Status
Kayuza’s tweet
Timestamps:
🤝 0:00 Intro
🗳️ 3:09 Why Solana’s inflation rate was initially an afterthought
💰5:20 Why inflation became untenable
⚙️ 6:23 What does it take to right-size inflation for Solana
⚙️ 7:18 How SIMD-228 would have worked
🤯 11:00 Why Tushar “does not want to bet on people being dumb”
💰 15:48 How this could have strengthened DeFi on Solana
😕 17:49 Why Tushar was disappointed with the outcome but sees a silver lining
📚 19:49 Could the vote have been fairer?
⚖️ 22:06 Whether smaller validators would be unfairly hurt by SIMD-228
🔐 27:37 Does Solana pay too much for security?
📈 27:55 Would this have boosted the price of SOL?
✔️28:19 Whether validators should ask stakers how to vote
✅ 30:13 What the passing of SIMD-123 means for the network
🔄 32:40 Will Multicoin resubmit the proposal?
📰 34:50 News Recap
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Dagger, with Solomon Hykes
Solomon Hykes is the co-founder of Dagger. He is probably best known as the creator of Docker. The tool that changed how developers package, run and distribute software in the last 11 years. His impact on our industry is undeniable. Today, we discuss his new venture, Dagger. Dagger is a new approach to how we do CI/CD.
Do you have something cool to share? Some questions? Let us know:
- web: kubernetespodcast.com
- mail: kubernetespodcast@google.com
- twitter: @kubernetespod
News of the week Kubeadm v1beta4
1.32 Release Cycle Info
Updates to the Certified Kubernetes Administrator Exam
2024 Generative AI Survey
Microsoft Azure Advanced Container Networking enhancements
Links from the interview Solomon Hykes on LinkedIn
Dagger
OpenStack
Act (GitHub Actions Locally)
Buildkit
Cue
GraphQL
Dagger Discord
Caching - Dagger Documentation
Bazel
Terraform
Pulumi
Kubectl
gRPC
GraphQL
Google Cloud's Package Index
The Daggerverse
Cloud Foundry
PostHog
RedHat Development Model
Links from the post-interview chat Scaffold
Solomon Hykes - Docker, Dagger, and the Future of DevOps
Directed Acyclic Graphs
Solomon Hykes on wikipedia
Stack Overflow
Summer Replay - Heresy in the Church of Docker Desktop with Scott Johnston
In this Screaming in the Cloud Summer Replay, we revisit our conversation with Scott Johnston, CEO of (the church) of Docker. Docker’s community and their fervor is well known, and Scott has much to say about it! Join the discussion as Scott goes into how he left Puppet after some exposure to Corey to become the CEO at Docker. Scott tells us what exactly Docker is, and where it starts, which is the community around it. Scott talks about the reset that Docker went through in November of 2019, where they decided to make the developer the focus of their mission. He also dives into Docker Desktop, which Scott goes into the details of. Check out this episode for more!
Show Highlights:
(0:00) Intro
(1:15) Duckbill Group sponsor read
(1:48) What is Docker?
(4:03) Returning to being a developer tool
(5:56) Docker’s pricing changes and Docker Desktop
(11:47) Community reaction to the pricing change
(13:57) Building customer confidence
(18:52) Duckbill Group sponsor read
(19:36) Putting trust into user
(22:04) Docker’s monetization strategy
(29:28) Embracing change
(32:16) Where to learn more about Scott and Docker
About Scott Johnston
Scott first typed ‘docker run’ in 2013 and hasn't looked back. He’s been with Docker since 2014 in a variety of leadership roles and currently serves as CEO. His experience previous to Docker includes Sun Microsystems, Puppet, Netscape, Cisco, and Loudcloud (parent of Opsware). When not fussing with computers he spends time with his three kids fussing with computers.
Links:
Docker: https://www.docker.com
Twitter: https://twitter.com/scottcjohnston
Original Episode:
https://www.lastweekinaws.com/podcast/screaming-in-the-cloud/heresy-in-the-church-of-docker-desktop-with-scott-johnston/
Sponsor:
The Duckbill Group: https://www.duckbillgroup.com/
Death of Crypto Venture? Rethinking Crypto Fund Strategies | Tushar Jain & Ray Hindi
In this episode, Ray Hindi of L1D and Tushar Jain of MultiCoin Capital share their thoughts on the evolving landscape of crypto fund management. They discuss the shift from venture to liquid investments, the challenges of timing market cycles, and the importance of maintaining a clear investment edge. The conversation delves into the changing dynamics of token launches, the potential impact of political outcomes on the crypto industry, and valuable advice for emerging fund managers. This episode provides a comprehensive look at the current state and future prospects of crypto fund
- -
Follow Ray: https://x.com/HindiRay
Follow Tushar: https://x.com/TusharJain_
Follow Jason: https://twitter.com/JasonYanowitz
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
The 6th edition of Meridian, a web3 conference hosted by the Stellar Development Foundation is happening in London, England October 15-17, 2024.
Learn more and get your early-bird priced tickets now at meridian.stellar.org by using the code BLOCKWORKSPOD.
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Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
Start building today at https://www.avax.network/
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Protect your crypto today at harpie.io.
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- -
Timestamps
(00:00) Introduction
(02:14) State of Raising Ecosystem
(16:54) Crypto Venture Evolution
(29:18) Liquid Market Edge
(37:45) Staller Ad
(38:35) MyPrize Ad
(39:11) Ava labs ad
(40:09) Harpie Ad
(41:02) Liquid vs Venture Difference
(54:37) Token Launch Meta Shift
(59:22) Fund Specialization
(01:05:21) Liquid Investment Timing
(01:12:54) The Rise of Apps
(01:18:12) Where are we in this Cycle?
(01:23:27) Impact of Trump or Biden Victory
(01:28:45) Advice to Fund Managers
- -
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Gleaming the KubeCon (Interview)
This week we’re gleaming the KubeCon. Ok, some people say CubeCon, while others say KubeCon…we talk with Solomon Hykes about all things Dagger, Tammer Saleh and James McShane about going beyond cloud native with SuperOrbital, and Steve Francis and Spencer Smith about the state of Talos Linux and what they’re working on at Sidero Labs.
Join the discussion
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Featuring:
Solomon Hykes – GitHub, X
Tammer Saleh – Website, GitHub, LinkedIn, X
James McShane – GitHub, X
Steve Francis – GitHub, LinkedIn
Spencer Smith – GitHub, LinkedIn
Adam Stacoviak – Website, GitHub, LinkedIn, Mastodon, X
Jerod Santo – Website, GitHub, LinkedIn, Mastodon, X
Gerhard Lazu – Website, GitHub, LinkedIn, X
Show Notes:
SOTL 2023
dagger.io
SuperOrbital
Talos Linux
Something missing or broken? PRs welcome!
Docker CTO Explains How Docker Can Support AI Efforts
Docker CTO Justin Cormack reveals that Docker has been a go-to tool for data scientists in AI and machine learning for years, primarily in specialized areas like image processing and prediction models. However, the release of OpenAI's ChatGPT last year sparked a significant surge in Docker's popularity within the AI community.
The focus shifted to large language models (LLMs), with a growing interest in the retrieval-augmented generation (RAG) stack. Docker's collaboration with Ollama enables developers to run Llama 2 and Code Llama locally, simplifying the process of starting and experimenting with AI applications. Additionally, partnerships with Neo4j and LangChain allow for enhanced support in storing and retrieving data for LLMs.
Cormack emphasizes the simplicity of getting started locally, addressing challenges related to GPU shortages in the cloud. Docker's efforts also include building an AI solution using its data, aiming to assist users in Dockerizing applications through an interactive notebook in Visual Studio Code. This tool leverages LLMs to analyze applications, suggest improvements, and generate Docker files tailored to specific languages and applications.
Docker's integration with AI technologies demonstrates a commitment to making AI and Docker more accessible and user-friendly.
Learn more from The New Stack about AI and Docker:
Artificial Intelligence News, Analysis, and Resources
Will GenAI Take Jobs? No, Says Docker CEO
Debugging Containers in Kubernetes — It’s Complicated
Debugging Containers in Kubernetes
DockerCon showcased a commitment to enhancing the developer experience, with a particular focus on addressing the challenge of debugging containers in Kubernetes. The newly launched Docker Debug offers a language-independent toolbox for debugging both local and remote containerized applications.
By abstracting Kubernetes concepts like pods and namespaces, Docker aims to simplify debugging processes and shift the focus from container layers to the application itself. Our guest, Docker Principal Engineer Ivan Pedrazas, emphasized the need to eliminate unnecessary complexities in debugging, especially in the context of Kubernetes, where developers grapple with unfamiliar concerns exposed by the API.
Another Docker project, Tape, simplifies deployment by consolidating Kubernetes artifacts into a single package, streamlining the process for developers. The ultimate goal is to facilitate debugging of slim containers with minimal dependencies, optimizing security and user experience in Kubernetes development.
While progress is being made, bridging the gap between developer practices and platform engineering expectations remains an ongoing challenge.
Learn more from The New Stack about Kubernetes and Docker:
Kubernetes Overview, News, and Trends
Docker Rolls out 3 Tools to Speed and Ease Development
Will GenAI Take Jobs? No, Says Docker CEO
Will GenAI Take Developer Jobs? Docker CEO Weighs In
In this episode, Scott Johnston, CEO of Docker, highlights the evolving role of developers, emphasizing their increasing importance in architectural decision-making and tool development for applications. This shift in prioritizing a great developer experience and rapid tool development has led to substantial spending in the industry.
Johnston expressed confidence that integrating generative AI into the developer experience will drive business growth and expand the customer base. He downplayed concerns about AI taking jobs, explaining that it would alleviate repetitive tasks, enabling developers to focus on more complex problem-solving. Johnston likened this evolution to expanding bike lanes in a city, leading to increased bike traffic, equating it to the development of more apps due to increased speed and efficiency.
In his talk with TNS host, Alex Williams, Johnston emphasized that each advancement in programming languages and tools has expanded the developer market and driven greater demand for applications. Notably, the demand for over 750 million apps in the next two years, as reported by IDC, demonstrates the ever-increasing appetite for creative solutions from developers.
Overall, Johnston sees the integration of generative AI and increasing development velocity as a multifaceted expansion that benefits developers and meets growing demand for applications in the market.
Learn more from The New Stack about Generative AI and Docker:
Generative AI News, Analysis, and Resources
Docker Launches GenAI Stack and AI Assistant at DockerCon
Docker Rolls out 3 Tools to Speed and Ease Development
From Docker to Dagger (Interview)
This week we’re joined by Solomon Hykes, the creator of Docker. Now he’s back with his next big thing called Dagger — CI/CD as code that runs anywhere. We’re users of Dagger so check out our codebase if you want to see how it works. On today’s show Solomon takes us back to the days of Docker, what it was like on that 10 year journey, his transition from Docker to Dagger, Dagger’s community-led growth model, their focus on open source and community, how it works, and even a cameo from Kelsey Hightower to explain how Dagger works.
Join the discussion
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Featuring:
Solomon Hykes – GitHub, X
Adam Stacoviak – Website, GitHub, LinkedIn, Mastodon, X
Jerod Santo – Website, GitHub, LinkedIn, Mastodon, X
Show Notes:
dagger.io
docs.dagger.io
Changelog & Friends #6: Even the best rides come to an end
Ship It! #48: Launching Dagger
Something missing or broken? PRs welcome!
Docker && WASM, with Justin Cormack
This week we speak to Justin Cormack the CTO of Docker. We talked about WASM (or WebAssembly Modules), Docker support for running WASM apps and the future of the technology.
Do you have something cool to share? Some questions? Let us know:
- web: kubernetespodcast.com
- mail: kubernetespodcast@google.com
- twitter: @kubernetespod
News of the week WASMCon 2023:
CFP
Event
Kyverno Project 1.10
Intro to Cilium course
Microsoft Azure Linux is GA
CNCF Glossary German edition is live
Google C3 Machine family is available for GKE
ChainGuard move from Github Registry to self-hosted
Amazon Pull through cache on AWS container registry
Links from the interview Justin Cormack:
Twitter
LinkedIn
Docker
WebAssembly
Docker+WASM
asm.js
asmjs.org
V8 Javascript engine
Google Sandboxing
WebGPU
ByteCode Alliance
Containerd
Mesos
WASM Edge
L2s Won’t Scale Ethereum | Multicoin
Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast is investment, tax, legal or other financial advice.
In this episode of Empire, Kyle Samani and Tushar Jain of Multicoin join us in their first public discussion since the fall of FTX and Solana's crash. We start with a detailed discussion about Multicoin's relationship with SBF and FTX: how they met, their views on SBF, watching the blow-up and the implications for Multicoin's fund.
Kyle and Tushar then explain why they are still betting big on Solana, why most funds don't earn excess returns, how L2s offer false security, why defi isn't ready yet, prioritizing speed of security and more! Prediction: This will be the best episode of 2023.
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Timestamps:
(00:00) Intro
(01:37) SBF and FTX Backstory
(15:48) Multicoin’s Solana Bet
(23:04) Quicknode
(24:51) Synthetix
(26:34) Conviction, Sizing and Earning Excess Returns
(33:43) The Intersection of AI and Crypto
(42:15) Why DeFi Isn’t Ready
(45:50) Decentralized Sequencers and the EVM
(52:51) Poritizing Speed and L2 [False] Security
(01:01:33) Multicoin’s Bet on Filecoin
(01:08:47) BTC and the SoV Use Case
- -
Follow Kyle: https://twitter.com/KyleSamani
Follow Tushar: https://twitter.com/TusharJain_
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Subscribe on Spotify: https://tinyurl.com/wbaypprw
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- -
This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
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This episode is brought to you by Synthetix. Synthetix Perps is the most efficient decentralized perpetual futures engine, with 5/10 bp fees and up to 25x leverage. With a growing list of over 20 tradable markets, Synthetix Perps are available on Optimism via Kwenta.io and Polynomial.fi, with more coming soon! As a permissionless liquidity layer, Synthetix makes it easy for any protocol to integrate perps and earn 5%-10% of trade fees.
- -
Resources
Multicoin Capital
https://multicoin.capital/
https://twitter.com/MulticoinCap
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Docker, with Scott Johnston
Docker CEO Scott Johnston joins us to talk about the announcements from this week's DockerCon, the transition from an enterprise to a developer tools company, and the Internet's favourite whale.
Do you have something cool to share? Some questions? Let us know:
web: kubernetespodcast.com
mail: kubernetespodcast@google.com
twitter: @kubernetespod
Chatter of the week Podes and antipodes Side note: Kubernetes needs the concept of an Antipod. BRB, writing a KEP
Google Cloud Podcasts
News of the week DockerCon 2022 Docker Extensions
Docker Desktop for Linux
Late breaking news: Docker acquires Nestybox
Spot VMs now on GCE and GKE; spot pods now on GKE Autopilot
Fully managed Linkerd with Buoyant Cloud
Sign up for CDcon and save 40% by using the code CdCon22AMEET40
AWS adds Kubernetes resource view
Deploying Kubernetes clusters in absurd languages by Lee Briggs
Links from the interview Docker
DockerCon '22
DockerCon '14, the announcement of Kubernetes
Return or Revenge?
Scott's history Four degrees from Stanford, including an MSMSE
Sun and Netscape Java Servlets and J2EE
Moore's Law and Metcalfe's Law Standard on the Internet
Tom Lyon
Loudcloud/Opsware and a16z
Puppet
Scott joins Docker in 2014
The monorepo
The Soul of a New Machine
Docker Swarm
Messages from the future and the Google crystal ball
Open Cotainers Initiative
Docker Desktop for Apple Silicon Macs
virtiofs for Mac
$2.1 billion valuation
Moby Project Moby
Ice Cube
The Dockershim saga, as reported throughout the episodes: Don't panic about Docker
Dockershim deprecation FAQ
Mirantis will support the Dockershim
But seriously, don't worry about the Dockershim
Dockershim is, like, proper gone
The puns and joke section Docker is krilled to see you
Billy T James
Beached Az. Can't eat chups!
Docker Extensions CNCF Landscape or Magic Eye?
Docker Desktop for Linux
Multi-arch on Docker Hub
Docker roadmap
Scott Johnston on Twitter
Multicoin's Investment Theses on the Future of Crypto | Tushar Jain & Kyle Samani
On this episode of Empire, Jason Yanowitz and Santiago Santos sit down with Kyle Samani and Tushar Jain of Multicoin Capital. As one of the top performing crypto funds of all time, Kyle and Tushar have insight not only discuss their former and current contrarian opinions on the space but discuss what they've learned, how they're thinking, and what they're seeing when it comes to the crypto industry in 2022.
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Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/
Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show!
Subscribe to the podcast on Spotify: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq?si=41bc452345b649f9
Subscribe to the podcast on Apple: https://apple.co/3srZf7M
Heresy in the Church of Docker Desktop with Scott Johnston
About Scott
Scott first typed ‘docker run’ in 2013 and hasn't looked back. He’s been with Docker since 2014 in a variety of leadership roles and currently serves as CEO. His experience previous to Docker includes Sun Microsystems, Puppet, Netscape, Cisco, and Loudcloud (parent of Opsware). When not fussing with computers he spends time with his three kids fussing with computers.
Links:
Docker: https://www.docker.com
Twitter: https://twitter.com/scottcjohnston
The New Docker with Donnie Berkholz
About Donnie
Donnie is VP of Products at Docker and leads product vision and strategy. He manages a holistic products team including product management, product design, documentation & analytics. Before joining Docker, Donnie was an executive in residence at Scale Venture Partners and VP of IT Service Delivery at CWT leading the DevOps transformation. Prior to those roles, he led a global team at 451 Research (acquired by S&P Global Market Intelligence), advised startups and Global 2000 enterprises at RedMonk and led more than 250 open-source contributors at Gentoo Linux. Donnie holds a Ph.D. in biochemistry and biophysics from Oregon State University, where he specialized in computational structural biology, and dual B.S. and B.A. degrees in biochemistry and chemistry from the University of Richmond.
Links:
Docker: https://www.docker.com/
Twitter: https://twitter.com/dberkholz
Hyperscaler Infrastructure for the Masses with Jessie Frazelle, Steve Tuck, and Bryan Cantrill of Oxide Computing
Links Referenced
Oxide Website
On The Metal Podcast
containerd, with Derek McGowan
containerd was born from community desire for a core, standalone runtime to act as a piece of plumbing that applications like Kubernetes could use. It sits between command line tools like Docker, which it was spun out from, and lower-level runtimes like runC or gVisor, which execute the container's code. This week's guest is Derek McGowan, a Software Engineer at Docker and a containerd maintainer-d.
Along with the news of the week, Adam and Craig discuss the many Vancouvers.
Do you have something cool to share? Some questions? Let us know:
web: kubernetespodcast.com
mail: kubernetespodcast@google.com
twitter: @kubernetespod
Chatter of the week Vancouver, Vancouver, and George Vancouver
South Bend, North Bend, and Bend
Cosmpolis
"50 Year Sensation: the Dave McMacken Retrospective" (album art show in Astoria, Oregon)
News of the week Istio 1.3 is out
Google's Anthos now incudes Anthos Service Mesh, Cloud Run for Anthos and more
Cloud Native Application Bundles hit 1.0 Episode 61 with Ralph Squillace and Jeremy Rickard
Nominations for the annual CNCF Community Awards
Bloomberg hits 90% utilization with Kubernetes
Mistakes that "cost" thousands by Gajus Kuizinas
Kubernetes Edge working group publishes whitepaper
Isopod, by Cruise
Pulumi 1.0
5 RBAC mistakes you must avoid (number 4 will shock you)
OpenShift 4.2 disconnected install
Red Hat Quay 3.1
Microsoft AKS brings Scale Sets and Standard LB to GA Upstream kernel bugs
Amazom EKS adds cluster tagging and IAM roles for service accounts
Deep dive into AWS Fargate by Abhisheck Ray from Amazon
Kong introduces Kuma, "universal service mesh"
Google introduces Cloud Dataproc for Kubernetes
Apache Flink operator from Google Cloud
Container runtime security bypasses on Falco by Mark "Antitree" Manning
Rafay Systems lands $8m in Series A funding
Links from the interview containerd
Original announcement
The many meanings of 'container runtime'
kubelet and Container Runtime Interfaces
runC, gVisor, Kata Containers, and the Windows Host Compute Service (HCS)
ctr debug tool
containerd's graduation from the CNCF
containerd shim API gVisor shim
Firecracker containerd integration
Kata Containers shim
Windows Container shim
rkt announced in 2014 with appC spec
Open Container Initiative libcontainer, which became runC
Web Assembly (WASM)
BuildKit
1.3.0 releases are coming
Contribution opportunities: Reporting issues
Plugin ecosystem
Derek McGowan and containerd on Twitter
Episode 56: Bringing Open Source to the Cloud
About Jess Frazelle
Jessie Frazelle is a computer programmer who has worked at GitHub, Microsoft, Google, Docker and various companies, startups, even design agencies before that. She’s worked on a lot of the open source projects in the container ecosystem, she’s a top abuser of the GitHub api, and runs her own cloud from her apartment and a colo in NYC called jess cloud.
Links Referenced:
twitter.com/jessfraz
github.com
microsoft.com
google.com
docker.com
contained.af
cncf.io
summerofcode.withgoogle.com
Joe.dev
Soul of a New Machine
github.com/Gazler/githug
How Binance Could Become the First Decentralized Autonomous Corporation - Ep.110
Tushar Jain and Kyle Samani, managing partners of Multicoin Capital, discuss Binance, Binance Chain and BNB token, and why they believe Binance will become the first centralized company to successfully decentralize itself and migrate the value in itself to its token. We cover what Binance, the centralized company has so far achieved in terms of trading volume, fiat on-ramps, and regulatory arbitrage, and whether the company has any more regulatory risk than any other exchange. We also look at the features of Binance Chain, how they compare to other decentralized exchanges such as 0x, and why Multicoin believes that it will have more liquidity than previous dexes. We then explore BNB token — how it works now, the regulatory risk for BNB token, and how it will function on the dex. Finally, we touch on Binance's decentralization strategy overall and how it could fail.
Thank you to our sponsor!
CipherTrace: https://ciphertrace.com/unchained
Episode links:
Multicoin Capital: https://multicoin.capital
Kyle Samani: https://twitter.com/KyleSamani
Tushar Jain: https://twitter.com/TusharJain_
Multicoin Capital BNB report: https://multicoin.capital/2019/02/19/binance-coin-analysis-and-valuation/
Unchained episode with CZ: https://unchainedpodcast.com/how-binance-became-the-most-popular-crypto-exchange-in-5-months-ep-84/
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S7:E3 - Can you do open source full-time? (Jessie Frazelle, Bryan Liles)
What does open source look like when you do it at a big company? Is it even possible to work on open source full-time? In this special episode, we talk to Jessie Frazelle and Bryan Liles about their experiences and perspectives on open source. We also feature our third episode of Tales from the Command Line, which is all about going from a really small startup to coding at a huge company.
Show Links
Partner with Dev & CodeNewbie! (sponsor)
Ruby on Rails
Jenn Schiffer
Node
Kubernetes
Go
Ruby Together
Learn OpenShift (Scott's open source project)
Docker
Katacoda
Linux
CAP Theorem
Codeland Conf
Codeland 2019
Jessie Frazelle
Jess Frazelle works at GitHub on open source and community. She has been a maintainer of Docker, contributor to RunC, Kubernetes, and Golang, as well as other projects.
Bryan Liles
Bryan is a developer, open source contributor, and international speaker.
CoinFund's Jake Brukhman and Multicoin's Tushar Jain on Generalized Mining - Ep.92
Jake Brukhman of CoinFund and Tushar Jain of Multicoin Capital discuss a new trend among crypto funds: generalized mining, also called mining 2.0, in which investors participate in the networks in order to seed activity on them. For instance, an investor might offer disk space on a file storage network or provide capital on a decentralized lending network. They explain why it makes more sense to do this in the early days of a network than when it's matured, whether this will lead away from a peer-to-peer vision for crypto toward more professionalization and how this affects the basic premise of the fat protocols thesis. We also discuss how this impacts how crypto funds hire, do their accounting and reporting and structure their LP agreements.
Thank you to our sponsors!
Abra: Click this special link for a free $25 in Bitcoin! https://www.abra.com/unchained
Altlending: https://altlending.com
WeTrust: WeTrust: Donate in crypto and have your donation matched by WeTrust through Giving Tuesday, November 27! http://wetrust.io/unchained
Episode links:
Jake Brukhman: https://twitter.com/jbrukh?lang=en
CoinFund: https://coinfund.io
Tushar Jain: https://twitter.com/TusharJain_
Multicoin Capital: https://multicoin.capital
Jake's post on crypto borrowing: https://blog.coinfund.io/crypto-borrowing-and-staking-networks-e7d2d64a81a4
Tushar's post on generalized mining: https://multicoin.capital/2018/10/23/the-evolving-role-of-crypto-investors/
Jake on LivePeer as a case study: https://blog.coinfund.io/livepeer-cryptoeconomics-as-a-case-study-of-active-participation-in-decentralized-networks-19a932415e0e
Unchained episode with MakerDAO: http://unchainedpodcast.co/why-its-so-hard-to-keep-stablecoins-stable
Unconfirmed episode with Rune Christensen of MakerDAO: http://unconfirmed.libsyn.com/rune-christensen-of-makerdao-on-its-15-million-from-andreessen-horowitz-ep039
Initial witness offerings, by Jake's partner Alexsandr Bulkin: https://blog.coinfund.io/iwos-with-adapt-a-creative-technological-solution-to-a-regulatory-problem-513b0bc811ff
Jake's post on fat protocols not being an investment thesis: https://blog.coinfund.io/fat-protocols-are-not-an-investment-thesis-17c8837c2734
Unchained interview with Joel Monegro, the author of the fat protocols thesis: http://unchainedpodcast.co/placeholders-joel-monegro-on-the-fat-protocols-thesis-today-ep65
Videos that Jake mentions at the end of the show:
Generalized Mining, An Introduction & Primer by Jake Brukhman, CEO of CoinFund: https://youtu.be/ceex9CN2YZU
Panel #1: Supply Side Services | Generalized Mining and The Third-Party Economy: https://youtu.be/Cr6H2FcidjY
Panel # 2: New Role of Crypto Investors | Generalized Mining and The Third-Party Economy: https://youtu.be/zakQc07GRXA
Panel #3: Staking Economic Design | Generalized Mining and The Third-Party Economy: https://youtu.be/ydViUpTZens
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New Angles on Crypto - Kyle Samani and Tushar Jain - [Invest Like the Best, EP.92]
My guests this week are Kyle Samani and Tushar Jain, both managing partners at Multicoin Capital. I’ve taken a bit of a break from crypto because I hadn’t sensed many new angles to explore in this forum, from an investor’s point of view. I felt that while things keep evolving, the major investment theses have been established and explored. Kyle and Tushar are interesting because of their often divergent views. For example, Kyle has been an outspoken supporter of Ethereum relative to bitcoin. This conversation, which is meant for those still curious about crypto, offers lots of new food for thought. We discuss smart contract platforms, network effects, the coming platform wars, and why blockchains may not matter in ten years. Please enjoy my conversation with the partners of Multicoin Capital.
Hash Power is presented by Fidelity Investments
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Links Referenced
Paths to Tens of Trillions
An (Institutional) Investor’s Take on Cryptoassets
On the Network Effects of Store Value
If SaaS Products Sell Themselves, Why Do We Need Sales?
Money, blockchains, and social scalability
Nakamoto Institute
Token Economy
Multicoin.capital
Crypto Cannon
Show Notes
2:11 - (First Question) – What would get the entire cryptocurrencies ecosphere to 5-10 trillion dollars
2:53 – Paths to Tens of Trillions
4:37 – What will be the effective uses for crypto currencies, store value vs utility value
4:38 – An (Institutional) Investor’s Take on Cryptoassets
8:48 – Why they are negative on bitcoin and more positive on Ethereum
10:07 – Where will start to see widespread adaption of the utility value of cryptocurrencies
14:44 – What is the major breakthrough that cryptocurrencies create
21:21 – How do we gain confidence that a utility token will become a sound investment
25:16 – The different type of network effects
25:47 – On the Network Effects of Store Value
31:18 – How do you convince institutional investors to consider the crypto space
34:21 – Factors that they care about when first evaluating a crypto currency
39:21 – How does technological development and marketing factor into their decision when picking a crypto currency
40:31 – If SaaS Products Sell Themselves, Why Do We Need Sales?
41:42 – Where these two men disagree the most right now
44:07 – Why there’s a chance blockchain technology as we know it today could be irrelevant
44:25 – Money, blockchains, and social scalability
47:56 – Most compelling trends in this world today
51:51 – A favorite resource or person people can look into if they want to learn more
52:22 – Nakamoto Institute
52:57 – Token Economy
53:24 – Multicoin.capital
53:30 – Crypto Cannon
54:14 – Kindest thing anyone has done for them
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag