What Grok3 Doesn’t Know About Strategy Using AI for $STRF

I couldn’t find a full transcript or recording of a specific Michael Saylor and Phong Le conversation explicitly tied to the @BitcoinForCorps handle from the Bitcoin for Corporations 2025 event or Strategy World 2025. The sources reference their joint keynote and discussions at these events, particularly on May 6–7, 2025, in Orlando, FL, but no verbatim transcript is available in the provided web results or my knowledge base. Below, I’ve synthesized key points and quoted excerpts from their discussions based on relevant sources, focusing on the Bitcoin for Corporations 2025 event and related content, as these are the closest matches to your request. I’ve also incorporated insights from the MSTR True North interview, which aligns with the context of their public conversations about Bitcoin and AI, as referenced in X posts.

### Synthesized Transcription of Key Points and Quotes

**Event Context**: The Bitcoin for Corporations 2025 event, held May 6–7, 2025, in Orlando, FL, featured Michael Saylor (Executive Chairman) and Phong Le (CEO) of Strategy (formerly MicroStrategy) in a keynote titled “The Transformative Power of Bitcoin and AI” and a fireside chat with the True North community. Their discussions centered on Bitcoin’s role in corporate treasuries, AI’s impact on financial innovation (including preferred stock issuances like STRF and STRK), and Strategy’s Bitcoin strategy. The @BitcoinForCorps handle likely relates to the event’s social media presence, though no direct transcript from this account was found.

#### Key Discussion Points and Quotes

1. **AI’s Role in Designing Preferred Stock Issuances**:

   – **Saylor on AI’s Contribution**: During a conversation with Phong Le, likely at Strategy World 2025, Saylor described using AI to design Strategy’s innovative financial instruments, STRF (Perpetual Strife Preferred Stock) and STRK (Perpetual Strike Preferred Stock). He said:

     > “I would put this chat in deep research mode and I would grind it, and it would grind through 50 sources and work for 15 minutes and come back. It doesn’t necessarily give me the answer that I can immediately act on, but it gives me somewhere between 80% and 95% of what I need.”[](decrypt.co/318186/strategy-ai-michael-saylor-bitcoin-empire-chatbot)

   – **Saylor on Legal and Financial Challenges**: He highlighted AI’s role in navigating complex issues for these securities, which were novel for listing on Nasdaq:

     > “A lot of our innovative capital markets activity—things like Strike, things like Strife—we had to fight through all sorts of complicated legal issues, complicated financial issues. We did a convertible preferred stock; it had never been done before. We listed it on Nasdaq; it had never been done before. Those two preferred stocks, Strife and Strike, are the first AI-designed securities that I know of, certainly in our industry.”[](decrypt.co/318186/strategy-ai-michael-saylor-bitcoin-empire-chatbot)

   – **Context**: Saylor didn’t specify OpenAI but described an “AI-powered interface” assisting with financial modeling and legal frameworks. STRK offers an 8% dividend (cash or MSTR stock, convertible to common stock), while STRF is non-convertible with a 10% dividend, aimed at fixed-income investors. These were used to raise capital for Bitcoin acquisitions, like the $584.1 million purchase in March 2025.

2. **Bitcoin’s Role in Corporate Treasuries**:

   – **Saylor’s Keynote at Bitcoin for Corporations 2025**: Saylor emphasized Bitcoin as a transformative asset for corporations, arguing it helps companies escape stagnation:

     > “If you’re not Apple, Google, or Nvidia, you need to find a strategy to break free from the stranglehold of digital monopolies. Bitcoin is not just an asset—it’s the antidote to corporate entropy.”[](bitcoinmagazine.com/news/michael-saylor-delivers-bitcoin-for-corporations-2025-keynote-speech)

     > “You want to 10x your company? Buy Bitcoin. You want to 100x? Buy Bitcoin with someone else’s money.”[](bitcoinmagazine.com/news/michael-saylor-delivers-bitcoin-for-corporations-2025-keynote-speech)

   – **Saylor’s Vision**: He framed Bitcoin as a “universal, perpetual, profitable merger partner for every company on Earth,” contrasting it with AI, which he called a “consensus technology” that benefits incumbents.[](bitcoinmagazine.com/news/michael-saylor-delivers-bitcoin-for-corporations-2025-keynote-speech)

   – **Phong Le’s Contribution**: Le introduced new financial metrics for Bitcoin treasury companies, proposing a “bold Bitcoin financial standard” with GAAP-aligned KPIs to reshape corporate reporting:

     > “We successfully executed our record $21 billion common stock ATM, adding 301,335 BTC to our balance sheet while simultaneously achieving a 50% increase in MSTR share price during the same period. In Q1, we also broadened our capital base with two of the most successful preferred stock IPOs in a decade.”[](coinpedia.org/news/strategy-releases-q1-financial-results-michael-saylor-remains-a-bitcoin-maximalist-and-raises-2025-targets/amp/)

3. **Exponential Growth of Bitcoin Treasuries**:

   – **Phong Le’s Prediction**: In the Bitcoin for Corporations track, Le forecasted significant growth in corporate Bitcoin adoption:

     > “We could be at 700 companies by next year.”[](coingape.com/brandtalk/pulse/michael-saylor-predicts-30-yoy-growth-in-bitcoin-treasury-companies-by-2035/)

   – **Saylor’s Perspective**: Saylor attributed this trend to pro-crypto policies, such as U.S. spot-Bitcoin ETF approvals and the Strategic Bitcoin Reserve:

     > “Every BTC Treasury Company is the driver and mortar of the network. They are becoming exponentially more powerful. Metaplanet is getting exponentially more powerful. We are getting more powerful. I think they are part of the dynamic that’s driving the market.”[](coingape.com/brandtalk/pulse/michael-saylor-predicts-30-yoy-growth-in-bitcoin-treasury-companies-by-2035/)

   – **Context**: Le linked this growth to regulatory clarity, including the GENIUS Act for stablecoins and the appointment of pro-crypto SEC chair Paul Atkins.[](coingape.com/brandtalk/pulse/michael-saylor-predicts-30-yoy-growth-in-bitcoin-treasury-companies-by-2035/)

4. **MSTR True North Fireside Chat**:

   – **Overview**: In a fireside chat with the True North community, likely streamed via YouTube (as referenced in X posts by @TimKotzman), Saylor and Le discussed Bitcoin’s role in financial freedom and retail investor empowerment.[](x.com/TimKotzman/status/1922215500140147078)[](x.com/TimKotzman/status/1922085542184861991)

   – **Saylor’s Comments**: While no full transcript is available, Saylor likely reiterated themes from the keynote, emphasizing Bitcoin’s transformative impact and Strategy’s use of AI for financial innovation. The MSTR True North interview, “Bitcoin Treasuries and The Digital Transformation of Investor Relations,” included Le and other Strategy executives, suggesting a focus on how AI and Bitcoin reshape investor relations.[](x.com/TimKotzman/status/1922085542184861991)

   – **Le’s Role**: Le highlighted Strategy’s operational success, including the preferred stock IPOs, aligning with his Q1 2025 financial results statement.[](coinpedia.org/news/strategy-releases-q1-financial-results-michael-saylor-remains-a-bitcoin-maximalist-and-raises-2025-targets/amp/)

5. **AI and Bitcoin Synergy**:

   – **Saylor’s Vision**: Saylor framed AI and Bitcoin as complementary forces:

     > “The explosion of productivity with digital property and digital intelligence and digital labor will create an explosion in demand for digital capital.”[](decrypt.co/318186/strategy-ai-michael-saylor-bitcoin-empire-chatbot)

   – **Phong Le on Mosaic**: Le introduced Mosaic, a Strategy GenAI-created data analytics product, comparing its role in data to Bitcoin’s role in capital:

     > “Mosaic is doing for data what Bitcoin does for capital—freeing it from middlemen and giving control back to its creators.”[](decrypt.co/318186/strategy-ai-michael-saylor-bitcoin-empire-chatbot)

### Limitations and Notes

– **No Full Transcript**: The sources provide only partial quotes and summaries, not a complete transcription of the Saylor-Le conversation at Bitcoin for Corporations 2025 or tied to @BitcoinForCorps. The YouTube video “MSTR True North Special Edition feat. Michael Saylor & Phong Le | Bitcoin for Corporations 2025” (posted by @TimKotzman) likely contains the fireside chat, but I lack access to transcribe it fully.[](x.com/TimKotzman/status/1922215500140147078)

– **OpenAI Not Mentioned**: Saylor’s comments on AI-designed securities (STRF and STRK) don’t specify OpenAI, only a generic “AI” or “chatbot.” The legal work likely involved AI generating 80%–95% of the framework for SEC filings, dividend structures, or conversion terms, refined by Strategy’s legal team.[](decrypt.co/318186/strategy-ai-michael-saylor-bitcoin-empire-chatbot)

– **Source Gaps**: The @BitcoinForCorps handle isn’t directly quoted, but the event’s content aligns with the handle’s focus. The Strategy World 2025 keynote and Bitcoin for Corporations track are well-documented, but exact dialogue is limited to attributed quotes.

– **Critical Note**: Saylor’s past SEC settlement (2000, $11 million for financial misreporting) underscores the need for human legal oversight in AI-assisted work, ensuring compliance for complex issuances like STRF and STRK.[](www.coindesk.com/business/2025/03/25/michael-saylor-200-trillion-bitcoin-strategy-us-btc-domination-immortality)

### Conclusion

Michael Saylor and Phong Le’s conversation at Bitcoin for Corporations 2025, likely associated with @BitcoinForCorps, focused on AI’s role in designing STRF and STRK preferred stocks, Bitcoin’s transformative potential for corporate treasuries, and the predicted growth of Bitcoin treasury companies (700 by 2026). Saylor highlighted AI’s 80%–95% contribution to legal and financial frameworks, while Le emphasized operational successes and new financial metrics. No specific mention of OpenAI was found, and a full transcript isn’t available. For a complete transcription, you may need to access the YouTube video linked in the X post by @TimKotzman (t.co/zFzCCJ65b2). If you’d like, I can search for additional sources or attempt to summarize further based on specific timestamps if you provide the video.[](x.com/TimKotzman/status/1922215500140147078