Sebastian Borek ❓ 🦇🔊

I’m convinced this next decade is going to transition from “software eating the world” to “ai eating the software”

This is insane. Pedro Franceschi (29 year old CEO of Brex, acquired by Capital One for $5.15B) decomposed his CEO job using OpenClaw. here's what he’s built: > signal ingestion pipeline screens his email, Slack, Google Docs, and WhatsApp... filters everything through specific programs and the 25 key people he cares about > Granola runs on every meeting, feeds transcripts into the pipeline, and auto generates action items > the system takes each to-do, pulls context from the original meeting, and drafts the follow-up... Slack, email, or text. Pedro just clicks approve. > a virtual recruiter named "Jim" lives in Slack with his own email... and taught himself to screen fabricated resumes without anyone coding that capability > a security layer called "Crab Trap" intercepts all agent network traffic through an LLM proxy... a second AI monitoring the first in real time this isn't some bullshit hype influencer demo. this is how a $5 billion company CEO actually operates right now. anyone telling you OpenClaw is useless? liars. a billion dollar company says otherwise. (full podcast link in the post below) 👇

people are sleeping on how excellent goose has become under the hood (interface needs some work but team is pushing). it's a superpower. github.com/block/goose

Perplexity Computer can now help prepare your federal tax return. Select “Navigate my taxes” on Computer to give it a shot.

A small piece of advice from me: Go to a place where you can make an impact, or go to a place that is having an impact on the world!

He is so ahead of the curve. People need to wake up to what’s happening.

🚨 Marc Andreessen Says the AI Layoffs Hype is ‘100% Incorrect’ “Essentially every large company is overstaffed. We could debate how much but it's at least by 25% … And now they all have the silver bullet excuse — it's AI. I know this for a fact because I talk to them.”

🚨 JUST IN: Jack Dorsey says AI can replace middle managers entirely, arguing that companies relying on management layers for coordination are already behind.

@martypartymusic Finally - send them to prison

Manipulation Consequences begin: Ten Foreign Nationals Charged by Justice Department In An International Operation Targeting Cryptocurrency Market Manipulation OAKLAND – Federal grand juries indicted ten executives and employees of four different cryptocurrency financial services firms (known as “market makers”) for orchestrating fraud schemes to artificially inflate the trading volume and price of cryptocurrencies.  Three defendants, including two chief executive officers, were arrested and extradited from Singapore and made their initial appearance in federal court in Oakland today. Employees from the four firms, Gotbit, Vortex, Antier, and Contrarian, have been charged in three separate indictments.  The indictments allege that the defendants not only conspired to inflate the trading volume and price of cryptocurrencies but also profited through the sale of the cryptocurrencies at inflated prices to unwitting investors.  These so-called pump-and-dump schemes caused losses to investors in the United States and elsewhere.  In addition to the three extradited defendants, two others have already pled guilty and were sentenced by U.S. District Court Judge Araceli Martínez-Olguín.  More than $1 million in cryptocurrency has been seized to date. justice.gov/usao-ndca/pr/t…

BREAKING: The people who literally produce Bitcoin are selling it. Not retail. Not governments. Not hedge funds. The miners. The entities closest to Bitcoin’s supply schedule, the ones who burn electricity to create the asset, are liquidating their treasuries to buy something else. Marathon sold 15,133 Bitcoin between March 4 and March 25 for $1.1 billion per SEC filings. The proceeds went to repurchasing $1 billion of its own convertible notes at a 9 percent discount, capturing $88 million in savings while cutting debt by 30 percent. Marathon’s treasury dropped from 53,800 BTC to 38,689 BTC per CoinDesk. The company revised its treasury policy in early March to explicitly allow selling mined and held Bitcoin for the first time. Core Scientific sold its entire treasury of 2,537 BTC in March per Coindoo, then secured a $500 million loan from Morgan Stanley to build AI data centres. Analysts expect 71 percent of its revenue to come from AI and high-performance computing by year-end. Bitdeer liquidated its entire treasury to zero in February per CoinShares. IREN exited Bitcoin reserves entirely and announced $3.6 billion for AI expansion with 23,000 NVIDIA GPUs deployed and a Microsoft contract per Coindoo. Riot sold 1,818 BTC in December 2025 and 383 BTC in November per CoinShares. Holdings dropped to 18,005 BTC. Collective public miner sales exceed 15,000 BTC from peak levels per CoinShares Q1 2026. Here is the trans-domain connection nobody else has drawn. Iran bombed Qatar’s Ras Laffan gas complex. Energy prices spiked 30 to 45 percent. Bitcoin mining margins collapsed to $57 to $129 per megawatt. AI data centre colocation pays $200 to $500 per megawatt. The war that was supposed to make Bitcoin a safe-haven asset is simultaneously destroying the economics of producing it. The same energy shock that drives the risk-off narrative driving BTC price upward is crushing the miners who create the supply. And the miners are not buying gold with the proceeds. They are buying GPU clusters. They are signing 12-year contracts with CoreWeave worth $10.2 billion. They are leasing 15-year campus deals with Hut 8 worth $7 billion. They are building the physical infrastructure of artificial intelligence with the cash they raised by selling the hardest money on earth. The producers of Bitcoin have found something they consider harder than Bitcoin: compute. Meanwhile, Strategy added roughly 15,000 BTC in Q1 2026, taking total holdings above 500,000 per its filings. BlackRock’s IBIT ETF absorbed $1.9 billion in net inflows in March per Bloomberg. Fidelity and Ark added another $900 million combined. The miners are selling. The institutions are buying. The difficulty adjustment is rewarding the pure-play survivors. And the network’s security is narrowing to a smaller set of dedicated operators. This is Bitcoin’s most profound stress test since the halving. The entities that create the asset are voting with their balance sheets that superior alternative yields exist right now. The entities that accumulate it are voting that its scarcity premium survives. Both sides are rational. Both are responding to the same energy shock, the same halving math, the same AI boom. One side produces Bitcoin. The other side collects it. The war between the producers and the collectors will determine whether Bitcoin’s monetary properties survive the decade in which artificial intelligence became the superior use of electricity. open.substack.com/pub/shanakaans…

If AI can now solve math, discover physics and chemistry breakthroughs faster than human PhDs, why are we still training humans to be physicists? Serious question. Should education shift from 'learn to do X' to 'learn to direct AI doing X'? The wrong direction costs a generation their careers.

I'm seeing crypto folk falling into the trough of dispair after an abysmal bull market with mainly losers and BTC outperforming their "beta". Let me tell you a story that tells you why you got screwed. It starts with the end of FTX. When the bankruptcy folk came in to liquidate FTX assets their mandate was to sell everything. This included vast quantities of locked SOL. They inadvertently invented something new, selling an asset that was locked up on-chain through the magic of a legal sale agreement (pay me now, I deliver later). The deal got passed around the ecosystem, fund managers bought up the locked SOL at more than 60% discount to compensate for being locked up and exposed to the token price. Many hedge funds bought the deal. They knew they could hedge the token price on futures markets by shorting SOL pocketing 70-80% yield at near zero risk (staking + basis yield + token discount). They liked it and asked where can we get more of this? Herein lies your PROBLEM as a crypto investor in 2023-2025. Every crypto project has backers (and a foundation) who has great wads locked tokens that have been sold to hedge funds and dumped on you immediately through futures markets. All your alpha went to market neutral hedge funds pocketing risk free yield. THAT IS WHY CRYPTO IN 2023-2025 UNDER PERFORMED You got dumped on prematurely. On the bright side many of these projects, even though they have "locked up tokens ready to dump" on paper, in reality they have been sold already, so they will logically perform without the expected sell pressure in the next bull market given they have effectively been sold. Not that I recommend buying crypto, you need to be an insider to get an edge, it works like a casino, the house will take your money. The house in 2023-2025 were the people who understood this trade. Just buy BTC and get on with your life.

@C_Angermayer @davidasinclair The only way for mindset shift and psychological adaption agreed 100%.

I’ve just published my thoughts on the future of AI and robotics, with a particular focus on #mentalhealth. In short, I believe that without #psychedelics, an AI-driven future may fail. It may fail not because the technology won’t be extraordinarily positive. In fact, I am deeply optimistic that a post-AGI and robotics-enabled society can be profoundly beneficial for humanity, but because of the risk that the transition goes terribly wrong. Without the psychological tools to adapt, we may struggle to successfully navigate the massive disruption and change ahead of us. Psychedelics - and, by extension, $ATAI - could play a critical role in unlocking a future defined by abundance, resilience, and human flourishing.

@christianmiele Ist im Grunde wie beim Unternehmen. Wenn die Maschine nicht läuft (Product Market Fit) und die Prozesse nicht stimmen, hilft Geld auch Nix.

Lesenswerter Thread. Das Problem sei nicht das Sondervermögen an sich. Das Problem sei ein zugrundeliegendes System, dass Sand im Getriebe habe und in die Jahre gekommen sei.

Join me on Aave App to start earning 6,00% APY on your savings! Enter the referral code 9EA064 during sign up to move up the waitlist. aave.com/r/9EA064

@BorisJohnson Bitcoin is not a Ponzi scheme. A Ponzi requires a central operator promising returns and paying early investors with funds from later ones. Bitcoin has no issuer, no promoter, and no guaranteed return—just an open, decentralized monetary network driven by code and market demand.

@christianmiele Geht nur mit “tripple down” - wenn die Maßnahmen stimmen!

Auf die Gefahr hin jetzt wirklich von allen Seiten verprügelt zu werden: Die Schuldenbremse muss reformiert werden. Die SPD hat Recht. Und ich mag das eigentlich nicht zugeben. ABER: Der Investitionsstau ist so gigantisch, dass es ohne neue Schulden überhaupt nicht gehen kann. SELBST wenn CDU und SPD die Einnahmen durch Steuern erhöhen und bei den Ausgaben durch Kürzungen Kapital freimachen, wird das bei weitem nicht reichen. Führende Wirtschaftsinstitute berechnen den (zusätzlichen) Investitionsbedarf konservativ mit €150-250 Milliarden pro Jahr. Nach meinen eigenen Recherchen ist die Zahl eher doppelt bis drei Mal so hoch, weil die notwendigen Investitionen in KI und Robotic maßlos unterschätzt werden. Also: Wir stecken gerade fest, haben keine Spielräume. Schulden machen ist der einzige Weg, und ich hasse es das zu sagen. Wichtig wird jetzt sein, wie und in welcher Reihenfolge sich das Drama auf der Bühne entfalten wird. So könnte es gehen: 1.) CDU signalisiert SPD, dass Einigkeit darüber besteht, dass es ohne Schulden nicht geht. 2.) SPD signalisiert CDU, dass neue Schulden nur unter ganz bestimmten Voraussetzungen neue Schulden gemacht werden dürfen. 3.) CDU und SPD erarbeiten ein Reformpaket, das Deutschland stark genug aufstellt um die Schulden auch zurückzuzahlen. Agenda 2030 you name it. 4.) Es wird ein Mechanismus vereinbart, wie das zusätzliche Geld investiert wird. Umverteilung MUSS vermieden werden, wo möglich. Allerdings muss man hier eine 90% Lösung akzeptieren, es wird nicht perfekt. Eine „done is better than perfect“ Lösung muss her. Die Konstruktionsfehler wie beim Sondervermögen müssen vermieden werden. Es muss transparent und glaubhaft nachgewiesen werden, dass das Geld wie von einem unabhängigen Dritten investiert wird (nein, das Aufpumpen des Sozialsstaats ist keine Investition und nein die grüne Sanierung der Eigenheime auch nicht)… 5.) Private Investitionen müssen gehebelt werden. Die zusätzlichen Schulden sind Enabler - niemals Pflaster für unproduktive Investments. Wir müssen wieder wachsen. Wir müssen die Wirtschaft stärken und den negativen Trend umkehren. 6.) Beten, dass es gut geht. Nichts zu tun ist vermutlich schlechter. So, jetzt könnt ihr schimpfen :) Ich weiß, dass das nicht populär ist. Es gibt aber keinen anderen Weg. Nur ein großes Reformpaket wo die Reform der Schuldenbremse inkludiert kann funktionieren. Ohne Schulden kein Geld für Investments. Ohne Investments kein Wachstum. Ohne Wachstum kein Wohlstand. zeit.de/politik/deutsc…

Nichts ist „irreversibel“.

80 Prozent aller Jobs sollen verschwinden und Kinder von heute brauchen bald keinen Arbeitsplatz mehr. Ein KI Investor erklärt gerade das Ende der klassischen Arbeitsgesellschaft. Der Traum der Linken wird wahr! #KI #Arbeitsmarkt #OpenAI #Technologie Radikale Prognose: Der Technologieinvestor Vinod Khosla erwartet, dass künstliche Intelligenz bis Anfang der 2030er Jahre rund 80 Prozent aller heutigen Jobs übernehmen wird. Kinder die heute fünf Jahre alt sind werden seiner Einschätzung nach später vermutlich keinen klassischen Arbeitsplatz mehr suchen müssen weil Maschinen den Großteil der wirtschaftlichen Arbeit erledigen werden. Neue Wirtschaftsordnung: Khosla glaubt dass der massive Einsatz von KI und Robotik eine Welt mit extrem niedrigen Preisen und enormer technologischer Produktivität schaffen wird. Menschen sollen dann nicht mehr arbeiten müssen um Geld zu verdienen sondern sich freiwillig mit den Dingen beschäftigen die sie wirklich interessieren. Wenn diese Prognose stimmt steht die größte wirtschaftliche Umwälzung der Menschheitsgeschichte unmittelbar bevor. @SilkeLutz vielen Dank für den wichtigen Hinweis! Quelle: Business Insider businessinsider.de/wirtschaft/ki-…