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Guest: Austin Barack, Founder of Relayer Capital (a digital assets investment fund focused on AI)

Host: Andy

Podcast source: The Rollup

Austin Barack: My AI Bull Thesis (…And What I’m Holding)

Broadcast date: May 23, 2026

Key Points Summary

This episode of the AI Supercycle features Austin Barack, founder of Relayer Capital, in a discussion centered on Venice, Grass, NEAR, Akash, and the broader Crypto x AI asset framework. Austin’s core thesis is that AI is scaling user data volumes to levels previously unimaginable for internet products, making privacy-focused AI, data supply, inference compute, decentralized training, and agent infrastructure critical sectors. He believes there is a significant…