Can you own a slice of the $7 Trillion AI infrastructure boom without investing in Big Tech stock?

GAIB CEO Kony Kwong says yes. He joins Mark and Jeremy to Think on Paper about tokenizing GPU clusters so raw compute pays real-world yield.

In this episode you’ll learn:

• AID token ≈ “mutual fund” of GPUs – own fractions of dozens of data-centre deals in a single synthetic stablecoin.

• Start with $10, earn blended yield – every AI job that rents those GPUs streams fees back to token-holders.

• Why liquid, on-chain compute could let small investors become “infrastructure landlords.”

• How global data-centre demand will need $7 Trillion of investment by 2030. Who will control the pipes of intelligence? And how do you get your slice of the pie?

• Why creativity, empathy and meaning remain the human edge, even in an AI-first world.

Please enjoy the show. And share with an AI friend.

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Links and resources

GAIB: ⁠https://gaib.ai/⁠

Kony: ⁠https://x.com/konyk001⁠

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🎙️PODCAST: ⁠www.thinkingonpaper.xyz⁠

INSTAGRAM: https://www.instagram.com/thinkingonpaperpodcast/⁠⁠

X: https://x.com/thinkonpaperpod⁠

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Chapters

(00:00) Intro: Why Compute Is the Next Currency

(01:30) From GPUs to Blockchain: GAIB’s Origin Story

(04:05) The $7 Trillion Problem: Inside GAIB

(06:38) Funding Data-Centres Fast: GAIB’s Capital Playbook

(09:17) Cloud vs Data-Centre: Who Really Owns the GPUs?

(11:07) Why Local GPU Hubs Beat Latency

(13:50) Scaling Safely: Token Standards for Compute Financing

(17:35) Pricing an H200: Turning GPUs into Cash-Flow Assets

(21:50) AID Token Explained: The ‘Mutual Fund’ of Compute Yield

(23:07) Global GPU Partners: First NVIDIA-Approved Clouds in Asia & Beyond

(27:02) Will AI Kill Work or Create It?

(32:49) What should humans be?

Oliver Dial, CTO of IBM Quantum, joins Mark and Jeremy to Think on Paper about Starling, IBM's most advanced quantum chip, and why fault-tolerant quantum computing is the milestone that matters.

Starling is the first chip designed to move IBM beyond error mitigation and into real-time quantum error correction, targeting a 1:1000 ratio of logical to physical qubits by 2029.

Backed by IBM’s $30 billion investment into quantum computers, Starling marks a shift from raw qubit counts to scalable reliability.

What that means for business, material science, chemistry, physics and financial systems is beyond exciting.

And if you're intimidated by quantum, remember This is Thinking On Paper, so you don’t need a physics degree to follow thi, just a curious mind.

Your reward? You’ll walk away understanding why fault tolerance is the thing that finally makes quantum useful and how IBM intend to get there.

Please enjoy the show. And share with a curious friend.

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Links and resources:

IBM Quantum: ⁠https://quantum.ibm.com/⁠

Starling press release: ⁠https://newsroom.ibm.com/2025-06-10-I...⁠

Blog: ⁠https://www.ibm.com/quantum/blog/larg...⁠

IBM Roadmap updates: ⁠ • 2025 IBM Quantum Roadmap update ⁠

Follow Thinking On Paper:

Thinking On Paper: ⁠https://www.thinkingonpaper.xyz/⁠

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Chapters

(00:00) IBM's Quantum Investment

(02:11) The IBM Roadmap to Quantum Advantage

(05:00) Error Mitigation vs. Fault Tolerance

(07:47) The Hybrid Quantum-Classical Approach

(10:18) Physical vs. Logical Qubits

(12:45) Magic States and Universal Quantum Computing

(15:15) Loon, Kookaburra & Future IBM Developments and Milestones

(17:12) The Future of IBM Quantum Computing

(19:11) A Day in the Life of an IBM Quantum CTO

(21:25) Building a Quantum Workforce

(23:37) The Intersection of AI and Quantum

(25:40) Practical Applications of Quantum Technology

(28:02) Why Quantum Matters to Humanity

What kind of journalist wins Science Writer of the Year, writes for WIRED and the BBC, then walks away to study physics?

Katia Moskvitch did exactly that. Author of Neutron Stars: The Quest to Understand the Zombies of the Cosmos, she joins Mark and Jeremy to Think on Paper about why explaining the universe wasn’t enough, not without understanding it.

They get into neutron stars, general relativity, quantum computing, and why most science writing breaks the moment it stops asking questions.

From chasing pulsars in the Australian desert and breaking down superposition and qubits for Wired, to writing for The BBC (and leaving the BBC), Katia’s career is built on resisting surface-level knowledge, pushing the boundaries of technology writing and the pursuit of understanding.

The conversation asks what it really takes to write honestly about the universe, technology and our place in it.

You'll get first hand accounts of:

- Jocelyn Bell Burnell and the Nobel that wasn’t

- What quantum computers actually are, and what most reporting gets wrong

- Why the best technology writing is by those who really understand

- Why neutron stars break your brain (and should)

- What happens when science writing becomes content

- The future of women in astrophysics, and what still hasn't changed

This isn't about making science accessible. It's about keeping it honest.

Please enjoy the show. And share with a curious friend.

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Links

Katia: https://www.quantamagazine.org/authors/katiamoskvitch/

Neutron Stars: The Quest for the Zombies of The Cosmos: https://www.amazon.com/Neutron-Stars-Understand-Zombies-Cosmos/dp/0674919351

Follow Thinking On Paper

Thinking On Paper: www.thinkingonpaper.xyz

Instagram: https://www.instagram.com/thinkingonpaperpodcast/

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Former Guests:

IBM, D-Wave, Kevin Kelly, Don Norman, Coinbase, Starcloud, David Bianchi, IONQ

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Chapters

(00:09) Why Curiosity Still Matters in Science Communication

(01:52) What Makes a Great Science Journalist

(04:56) Katia’s Journey from BBC to Nature to Wired

(09:20) Reporting Science from the Field (and Under Solar Panels)

(11:26) When Awards Don’t Mean Understanding

(14:42) Quantum Computing Without the Hype

(17:31) What Most People Misunderstand About Qubits

(21:21) The Women Erased from Scientific Discovery

(22:23) Neutron Stars: Why One Spoon Weighs More Than Earth

(26:33) Jocelyn Bell Burnell and the Pulsar That Changed Everything

(30:28) Astrophysics, Gender, and the Fight for Recognition

(32:09) Quantum Weirdness and the Future of Technology

(40:13) Space, AI, and What Comes After Us

Did consciousness exist before biology? Is it built into the structure of the universe? In Chapter 8 of Irreducible, Federico Faggin questions physics, then rewrites it. Consciousness, he argues, isn’t a side effect of neurons. It’s fundamental. It existed before space, before time, before anything we’d call “life.”

Mark and Jeremy break it down like two people with no PhDs but a lot of questions. What if every pure quantum state carries a private, uncopyable experience? What if selfhood isn’t in your head but in a field? What if entanglement is free will? And what does any of this mean for AI?

This is Faggin’s theory of quantum information based panpsychism. And it’s either genius or madness. Possibly both.

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Chapters

(00:00) Consciousness and The Big Questions

(01:24) The Shift in Understanding Consciousness

(02:38) Consciousness: Quantum vs Classical

(06:14) What Is Panpsychism and Quantum Information?

(09:03) Qualia and Conscious Experience

(11:23) What Is Seity?

(19:26) Free Will and Quantum Entanglement

(21:21) Unsolved Problems of Existence

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Read more: www.thinkingonpaper.xyz

Animoca Brands has invested in nearly every major name in Web3 — from The Sandbox and Dapper Labs to Polygon, Magic Eden, and OpenSea. But this conversation with CEO Robby Yung isn’t about portfolio highlights. It’s about why they’re still building.

With over $6 billion in assets and three decades in tech, Robby joins Mark and Jeremy to Think on Paper about the future of digital property rights, chain-agnostic identity, and why decentralized infrastructure might still be Web3’s most overlooked unlock.

This episode cuts through the noise. No hype. No Veo3. Just a real conversation about what comes after the speculation — and what Web3 needs to get right before the next cycle begins.

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Chapters

(00:00) Introduction Disruptors & Curious Minds

(01:06) Hello Robby And Animoca Brands

(01:24) Lesson From 30 Years In Technology

(06:25) Stablecoin Transaction Volume V Visa

(11:18) Audience Infrastructure and Bi-Directional Value Exchange

(15:56) The Evolution of Web3 Gaming

(22:13) Investment Strategies in the Web3 Landscape

(24:08) The Zed Run Case Study

(27:21) User Acquisition in Web3: The Ongoing Struggle

(31:19) Sustaining Attention in DAOs

(32:10) What Is The Mocha Network and Mocha ID

(45:34) Decentralized Identity

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Links

Thinking On Paper: www.thinkingonpaper.xyz

Instagram: /https://www.instagram.com/thinkingonpaperpodcast/

Animoca - https://www.animocabrands.com/

Would you read a book written by an AI? We did. And it wasn’t just text prediction. It was story. Pacing. Theme. Character arcs. No human prompts, no edits, no intervention. But what does that mean for art, culture, copyright law and IP?

Brian Naughton asked Claude 3.5 Sonnet to write a novel from scratch. What he got back was The Echo Chamber, the first full-length novel written, planned, and revised entirely by AI. The result raises real questions. Can a machine tell a story that moves you? Does authorship still matter when intent disappears?

This week on Thinking on Paper, Mark and Jeremy sit down with Brian to talk about the process, the limits, and what this might mean for writing, meaning, and the future of art.

Please enjoy the show. And share with a curious friend.

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Links:

Thinking On Paper: ⁠www.thinkingonpaper.xyz

⁠Read The Echo Chamber: ⁠https://www.amazon.com/dp/B0F8N4S64Q/⁠

Read the Echo Chamber Github: ⁠https://github.com/brian-naughton/the-echo-chamber⁠

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(00:00) Introduction to AI-Authored Literature

(00:46) The Role of AI in Creative Writing

(02:41) The Echo Chamber: The First AI Written Book

(06:06) Managing the Writing Process with AI

(09:30) AI Master Prompts

(10:51) Character Development and AI's Choices

(13:51) The Human Element in AI Writing

(17:03) Reflections on the Writing Experience

(20:24) The Future of AI in Literature

(24:12) AI Art: What Happens Next?

AI isn’t conscious. It never will be. But what if that’s exactly the problem?

In Chapter 7 of Irreducible, Federico Faggin confronts the hard problem of consciousness — and so do Mark and Jeremy. Why can machines mimic emotion, but never feel it? Why can they write about grief or joy, but never experience either? And does that make them tools, or something more dangerous?

This episode pulls apart qualia, panpsychism, emotional AI, and the limits of synthetic empathy. It asks what separates you from a pattern-matching machine — and whether that line is as solid as it feels.

If AI keeps imitating consciousness well enough to fool us, what happens when we start pretending we don’t care whether it’s real?

Please enjoy the show. And share with a curious friend.

Listen to chapter 1-6: https://www.youtube.com/watch?v=z2EteMXVv-8&t=357s&ab_channel=ThinkingOnPaper

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Chapters

(00:00) Introduction to Consciousness and AI

(02:32) The Nature of Consciousness

(05:12) Qualia and Human Experience

(07:27) The Distinction Between Humans and Machines

(09:23) The Hard Problem of Consciousness

(11:27) AI, Empathy, and Human Connection

(13:40) Cultural Norms and AI Integration

(16:10) Interiority and Quantum Consciousness

(17:54) True Intelligence vs. Machine Intelligence

(19:46) Comprehension and Perception

(22:20) The Future of Consciousness and AI

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Join the free thinkers - www.thinkingonpaper.xyz

Technology already shapes everything. From how you work and connect to how you make decisions. But is humanity using it to solve the right problems? And when millions of people rely on boring, repetitive jobs to survive, what happens when AI takes them away?

On Victory in Europe Day, Khang Nguyen-Trieu joins Mark and Jeremy to Think on Paper about what ethical technology actually looks like in the real world. With decades of experience building large-scale systems, he brings grounded strategies for setting boundaries, listening to people, and turning complexity into advantage.

If tech is meant to serve people, why does it so often forget they're there?

Please enjoy the show. And share with a curious friend.

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Join a community of disruptors and curious minds: ⁠www.thinkingonpaper.xyz⁠

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Chapters

(00:00) Introduction to Technology for Good

(02:01) The Impact of Technology on Society

(04:07) Social Media: A Double-Edged Sword

(05:35) AI and Human Relationships

(09:57) Shifting the Focus: Profit vs. Purpose

(12:10) Rethinking Technology's Role

(16:22) The Need for Ethical Considerations

(20:52) Cultural Perspectives on Society and Individualism

(22:45) Empathy in Technology and Human Interaction

(24:45) The Role of Technology in Hospitality

(28:38) Balancing Automation and Human Connection

(34:16) Philosophical Reflections on Humanity and Wisdom