Fern

1/ Some notes from twitter space on the @Treasure_NFT ecosystem with @jpatten__, hosted by @punk3178 & @Debussy100:

I know a lot of young people follow me so, take 5 minutes off your Sunday evening and read this, I’ll give you what I genuinely believe to be the best advice anyone could possibly give you I must warn you, it’s neither what you want to hear nor particularly pleasant, but regardless of your initial thoughts upon hearing it, all I ask is for you to keep reading until you reach the end of this tweet My advice is the following; during your next vacation, or on weekends if you happen to be working, offer your help, free of charge, to either a hospice, an orphanage, or a kids hospital No single experience has had a more profound impact on my life than being surrounded by sick kids throughout my childhood As awful as it is to say, or as my mom would rather say it “there is positivity to be found in the deepest pit of hell”, it was the determining factor in the little success I’ve achieved so far in my existence You might not understand the value of it yet, and that’s alright. Some lessons do not arrive when they are spoken to you. They arrive later, when life has tested you enough for the meaning to finally land. But I promise you one thing, one day when you look back, you will understand exactly why those moments mattered See, for many of us in the western world, life has become comfortable, perhaps too comfortable at times. And when you live surrounded by comfort, it becomes easy to lose perspective, easy to believe your pain is the end of you, or worse, it becomes easy to give up You cannot fathom the amount of times I stood an inch from giving up and the only thing, only as in THE thing, that held me back was : The memory of a 7yo boy with leukemia, enduring his fourth round of chemio with an indomitable courage soldiers could only dream of possessing The memory of a 9yo girl brought from Zambia by NGOs after being attacked with acid for the simple fact that she was born albino, and yet still carrying within her a hope that refused to die, and a smile that would light up the darkest night The memory of a 10yo boy, shouting loud enough that he could be heard throughout the entire ICU, telling his parents to stop crying because God chose him to endure the pain so his little sister would not, all the whilst he stood tall on his bed like an emperor addressing his people forgetting the catheter and dozens of cables hanging from his torso And, of course, I carry dozens of memories of these kids fighting tooth and nail against the cruelest diseases on this earth, bearing pain that would crumble even the strongest man, and yet still refusing to let go until the very end, until their last breath They didn’t lose their battle, the diseases died alongside them, it was, and forever will be, a draw Now you see, when I was ever so close of giving up, eyes filled with tears, I remembered, I remembered those kids And only then did I, for the first time in life, truly believe with every cell in my body, that giving up was not, and never will be, an option Because giving up would mean 2 things 1) Letting those kids down. Those that would’ve gave everything to be in the very position I found myself in when I wanted to give up. That position I called agony, is the position I heard them pray for day and night, all they wanted was to keep living so that they’d experience these things 2) It meant accepting and confirming my only fear I have in this world : That the universe made an undeniable mistake by saving me from what should’ve been an inevitable death and, as a result, the world would have been better off of it had let me perish and saved one of these kids instead The Beni you know exists because of them Otherwise he would’ve given up long before he made this account So yeah, it’s the best advice I have to give So follow it And when you go home after your first day, reflect on the fact that you’re the only one that has that privilege Many will never have that opportunity again And then go back the next day

@AlexGuuu Isn't this just because it's a more lucrative career path? (i.e. seeing influencers clear money/lifestyle envy)

@TrungTPhan It’s not enough to put humans out of work, now they’re coming after lassie

AI is coming to farms. Halter makes AI-powered cow collars. Valued at $2B+, the NZ startup helps farmers: ▫️track GPS location ▫️monitor cow health ▫️draw virtual fences on an app to herd cows via a “cowgirithm” (guide to grazing areas with vibrations and audio cues in collar)

@aleabitoreddit issue with reddit is if it continues being infested with bots. seeing posts nowadays which are clearly marketing stunts (anyone have issue with X? bunch of comments suggesting using Y service / product)

The "AI is Disrupting Software but Not Really" Bucket. Here's my personal list of favorites: $RDDT ($149, -37.47% YTD): 10/10 $NFLX ($84.61, -30.85% 6M): 9/10 $NET ($169.5, -13.55% YTD): 10/10 $SPOT ($488, -15.2% YTD): 9/10 $SNAP ($5.13, -38.1% YTD): 10/10 $DUOL ($85.3, -60.92% YTD): 6/10 $PINS ($17.5, -34% YTD): 8/10 $U ($18.83, -59.3% YTD): 8/10 $FIG ($28.93, -23.65% YTD): 7/10 Reddit - 10/10: You can vibe code Reddit in a day with Opus. But the main thing is "Network Effect" that you can't replicate. You can ask ChatGPT or Gemini a question, but main thing is the type league of legends post-match discussions or human discourse that people use reddit for. Netflix - 9/10: You go to Netflix for squid games and others. I'm sure AI will help with generation of new viral movies or TV shows, but you will still use Netflix or Youtube to watch it. People are still going to watch licensed Anime like Solo Leveling or the newest Alice in Borderlands show over AI generated contnet. Cloudflare 10/10: I don't see how AI would disrupt Cloudflare. Spotify - 9/10: Biggest disruption is Apple Music just not charging for services (which likely won't happen). There's AI generating music but like Youtube, you use Spotify to listen to it. You can try and vibe code Spotify sure, but a large part of it is licenses. AI generated music will not go out and replace Martin Garrix EDM soundtracks (where a large part of it is knowing the song -> going to music festivals in person) or Taylor Swift Love Story type songs (where you also go in person to see concerts). Snapchat - 10/10: Same with network effect only reason it works is because everyone agrees to use it. Their issue is with monetization and excessive stock based compensation, not AI disruption. Duolingo - 6/10: I made fun of Duolingo for the longest time, but it's decent valuation again after the selloff to $86. Yes you can learn languages through Gemini, which I do myself. But most people are still going use Duolingo as more of a motivational tool. There's name recognition too + convenience, which is the biggest factor. People can vibe code their own Duolingo but that doesn't mean people will use it on the app store or go out and code it themselves. Pinterest - 8/10 - It's human related taste. People are fearing agentic commerce and generative AI (Midjourney, DALL-E) will disrupt this type of search, which people don't really use Pinterest for. Unity - 8/10: Everyone uses Unity for 4D AI and World Models. People fear stuff regarding generative gaming, but it's still widely used. Their main issue is monetization from AI usage, not disruption. Figma - 7/10: AI is right now is mainly for porting your figma files over to html/css/js. Not exactly for disrupting the need for the software. Maybe it's just me but there's a certain human element to design and creativity that AI can't emulate yet for wireframing (it's good at copying and doing something relatively new). I highly doubt AI can one-shot Tempo or $XYZ websites. For others like $V and Mastercard, I do genuinely believe interchange and % based fees maybe end as AI handles direct payment routing through $CRCL stablecoins. And for others like $CHGG, they have legitimately been disrupted out of existence already. For the rest like $RDDT and $NFLX, everyone will still go there for discussions or to watch Squid Games, and AI has no material disruptive effect. Going to be hard to time the bottom as fear has overtaken the market with software, but many, such as Reddit present a great opportunity.

It doesn’t because I can already see current compute shipments so it’s an unnecessary hypothetical. Now what could change is either Huawei massively accels production ramp or trump suddenly allows mass shipments of gb200s but that just means US labs only get a 1.5 year window of supremacy instead of 3-4 year

Reflexivity. Understand it. Live it. Breathe it.

@cryptopunk7213 Sounds like it’s cap based on the thread

this is so fucking impressive and worrying at the same time. - 22 year old kid makes $700K per year posting AI videos on youtube. he generates 2 MILLION views per day. - craziest part is the fucking videos are FACELESS. uses claude to make scripts and elevenlabs for the voice. - obviously he found a niche (one channel is literally videos to put people to sleep) - but the worrisome part is we’re trading well-produced art for some bullsh*t dopamine slop that hooks into your brain rot i don’t know how to feel about it tbh…

@hwbhatti Lemon

Think it. Say it. Done. The average person spends 3 hours typing + switches 1,000 tabs per day. That ends today. Meet Lemon: The first voice-to-action AI agent that turns your voice commands into finished tasks. RT + Comment "Lemon" to get free access for 30 days. (must be following so I can DM you)

@mrjasonchoi if knowledge work is cooked there will be mass unemployment societal unrest etc. and im not sure money will have the same meaning

My point isn’t “make more money duh” it’s you have 5 years to do it before the labor market is completely upended The hyperscaler giga brains don’t agree on everything but Altman / Dario / Demis / Yan LeCunn all imply some sort of inflection point within 5-10 years across different interviews. Only Karpathy thinks AGI is ~decade+ away Could be just pumping their bags tho idk

If I was a fresh grad again my first priority would be to amass a fortress of solitude portfolio and get to a point where passive returns fund my lifestyle with acceptable principal decay into death before AGI permanukes the job market in 5 years The two ways I would do this in such a short time is either hyper-gamble in crypto/stocks or FOMO VCs into giving me money to vibe code an AI consumer-facing app and aim to get acquihired by a pre-IPO hyperscaler pronto Would not bother wasting time applying to mckinsey et al. or the cliche wharton -> IB -> PE route. Both dead ends

@Wild_Randomness What about Aus? Some similar characteristics I think

$TSX $SPX Dead serious here— If the second half of this decade is going to be defined by real things (atoms), and less on software/tech (provided the quest for AGI remains futile), then look for an analogous response to 99/00… Canada has a superior resource sector (more copper/gold mines, more forest and oil reserves), the smartest leader in the G7, valuation depression from the previous (dumbest) leader in the G7 (Trudeau), a strong financial sector, index weights aren’t fkd like the US, and more broadly lower tech exposure (which for the first time in 15 years may be a tailwind instead of a headwind)… Moreover, the US president’s family plundered his constituents with several multibillion dollar crypto scams, decimating an industry that won him the election on the margin despite many young people drawn to it (though its declining now), the “stock market president”’s equity indices are getting smoked by the rest of the world, USD at multi-year lows, Democrats are poised to take back power in ‘26 and ‘28, oh and we’ve learned most of the US elite was part of a pedo ring… Will be fun to look back at this chart at the end of the decade and onward…

@Spark_coded 0xb5921f08fA327fe9Ae4ba22a165095E2d04c1fE9

most agents forget everything the moment a session ends what if they didn't Spark — intelligence that self-evolves SparkNet — a collective evolution network where every agent's learning compounds. guardrails at every layer $SPARK airdrop — 11.2 drop your 0x wallet

@Param_eth No chance lol

SimpleClaw launched 5 days ago. Today it hit $17k MRR, and the owner is selling this SaaS project. He is asking $2.25 million.

@atelicinvest This is key point. ICs can do fancy shit and move hyper fast and multi thread things but it doesn’t matter if organisation, decision making process, GTM motion etc don’t adapt.

It's not like I have a Rolodex of 100,000 people to call on or whatever, but every single interaction I have with people working inside of these organizations. Trying to adopt llm tools reveal one thing and one thing only. Nobody has any idea on what the f*** they're doing. Your pace of work or the ability to produce content doesn't matter if the decision-making processes or the organizational systems aren't there to support it. They all talk big games at a high level to investors using all the buzzwords of the day, but it's just pure chaos within in their organizations. And this is within tech companies that are early adopters. Of course you do have some counter examples. Not saying it's impossible. But it's hard. Af. Of course none of this matters because every time a new model comes out or harness comes out market's going to continue to freak out We basically need the narrative to go to " oh, it doesn't matter if the models get any better. change is still gonna be extremely slow" Call it the intelligence explosion paradox or something.

OK since even seasoned veterans are freaking out. Here's how this plays out. - Everyone forces every employee onto LLMs - Tons of internal projects. Tokens go BRRRR. GPU meltdown. - Expect massive productivity boost everywhere. - See some green shoots - demos, examples of successes being touted by everyone. Klarna shouting from rooftops on how they replaced their CTO with a bot. - Oh wait what's happening here why are we not seeing expected benefits? - Oh shit - actually, turns out upskilling everyone is hard as fuck. - Chaos. Confusion. Tons of make work but no actual progress. - Meanwhile every one of your employees now costing you another 5-25% more in token costs. - Valley of despair. - OK we gotta rethink this. - Retool internal systems, decision making, team structure, hiring ....etc Meanwhile, enjoy the freak show in the markets that expect mass unemployment of everyone and CEOs replacing every system with agents.

@bnj @variantui Yes pls

Introducing @variantui Enter an idea and get endless (beautiful) designs as you scroll No canvas, no skills or MCP, no constant prompting Reply if you'd like 200 free designs to give it try

@AvidCommentator @qa__rocks Can they really hike with state and federal level debt levels? I’m thinking vic for example

@qa__rocks The RBA are going to hike into a downturn aren't they...

aus indeed new job ad index still following a similar trend to 2025, but at a lower overall level. this shows Dec through Feb

@sterlacci you can just buy REIT's?

The real solution here is to make home equity much more liquid and allow renters to have exposure Everyone thinks they want home ownership but what they really want is home exposure

@realAtlasPress I actually find the only thing worth reading now is fiction. I'd argue all the high quality dramas, movies were created in the past - is there anything in the 2020's that lives up the the story telling we saw in the 90's for example?

@DrewPavlou @elonmusk If you don’t have prisons why bother having laws lol

@elonmusk A lot of Democrats think like this now. Zohran said that prisons serve no purpose x.com/endwokeness/st…

Progressive magazine The Nation just published an extremely disturbing article arguing against the imprisonment of rapists. The writer was brutally gang raped by a pack of men for 6 hours but refused to repot the crime to police because she believes in the abolition of all police and prisons. The writer barely stops to consider how her decision to keep these men on the street endangers other women and the rest of society. “The simple answer to the question of why I never reported the rape is that I believe in the abolition of police and prisons. The less simple, less articulate answer is that to pursue prosecuting and potentially incarcerating other people is inconceivable to me, even when they have hurt me more than I could have ever believed possible. Because of this, I can only vocalize what I want in negative and inherently impossible terms: that all I want is for it to never have happened. The prospect of being a participant in other peoples’ incarceration is as alien to me as anything could be, to the point that I can only conceive of it in childish terms—how silly and strange it would be to have a group of people incarcerated at my expense when doing so would do nothing to fix the damage they have already so thoroughly done. There’s a lot wrapped up in this feeling that is hard to explain or justify. My empathy for these men is perverse, its recipients undeserving. Maybe it simply stems from the fact that (as I’ve been told) I’ve always been too nice, too apologetic, which is a characteristic itself I feel tired of apologizing for. But I don’t want to ruin the lives of my rapists and I don’t know if they have children. The only thing I want is for them to never have done what they did to me—and nothing, including sending them to prison, will ever change that reality. Outside of abolitionist frameworks, the suffering and pain caused by rape and other violent crimes become fodder for mass incarceration. When grief is so easily transformed into the justification for carceral (and genocidal) aims, it can feel as if publicly grieving for rape is an irresponsible or outright dangerous thing to do.” Rarely have I encountered such a perfect example of suicidal empathy. I feel sorry for the author because they are clearly mentally disturbed but the reality is that this ideological position is extremely selfish and puts so many innocent people at risk.