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▶ 19:00 · AI Agents · Agent systems are the next horizon beyond LLMs, enabling user-directed automation and algorithmic agency
episode briefing
In Good Company with Nicolai Tangen

Jack Dorsey - CEO of Block | Podcast | In Good Company | Norges Bank Investment Management

2025-02-12 · 6 company · 5 thematic
sentiment
4 bull1 bear1 neu
speakers
jack dorsey

Only founder with two companies in the S&P 500. Currently leading Block's transformation into an AI-centered 'mini-AGI' organization, eliminating traditional hierarchy in favor of an intelligence layer. Known for high conviction bets (Cash App, Square lending) despite initial board/stakeholder opposition.

now playing · AI Agents
Consumer AItailwindscore 7/10jack dorsey
User-controlled algorithm store replaces engagement-maximizing feeds, aligning business models with user interests
Social platforms should offer an 'algorithm store' where users choose or create filtering agents, shifting monetization from impression-maximizing ads to subscription or topical commerce, i…
AI Agentstailwindscore 8/10jack dorsey
Agent systems are the next horizon beyond LLMs, enabling user-directed automation and algorithmic agency
The next evolution after generative AI is agent systems that act on users' behalf across the internet, requiring open protocols for payments and identity to remove friction; user-chosen alg…
Tech Regulation & Antitrustheadwindscore 7/10jack dorsey
Fragmented global regulation makes building global internet companies impossible, driving protocol-based solutions
Divergent regulations (EU, US, Australia, US states) force companies to build market-specific compliance, preventing global scale; open protocols (like Bitcoin) are government-resistant and…
Crypto & Digital Assetstailwindscore 9/10jack dorsey
Bitcoin's open protocol enables global financial inclusion and internet-native business models
Bitcoin's leaderless consensus, 16-year uptime, and open development make it a trustworthy monetary protocol for cross-border remittance and commerce, allowing companies like Block to bypas…
Payments & Banking Infrastructuretailwindscore 8/10jack dorsey
Open payment protocols will disrupt closed networks like Visa/Mastercard, expanding total addressable market
Traditional payment networks can capture more value by adopting open protocols (like Bitcoin) rather than owning closed networks, as convenience and friction removal on open rails expand th…