☀️ Jerry Shi

Today marks a pivotal chapter in the Nscale story. We are proud to announce three major developments that together define what it means to build AI infrastructure at the frontier.

@Jay_Edlin @tomik99 @OpenMercato @_wove Logistics is one of those sectors that the market actually has no clue how it works other than it magically goes from A to B

Unbelievable that a post as flimsy as this can move markets this much. For what it’s worth, we (@_wove) have been building AI-powered automation for logistics companies for a long time and have some of the largest forwarders in the world using our products. Nothing we have put out publicly has ever moved markets lmao

Still looking for a real example of complex, mission-critical enterprise software built with AI? Here you go. In 6 weeks, a working Freight Management System for air & ocean forwarders built on @OpenMercato . – Built in weeks, not years – ~7% of traditional cost – AI agents at the core – Zero license fees – Zero vendor lock-in This is what AI-assisted enterprise building looks like.

@joon_s_pk @karpathy @drfeifei @adamdangelo @rauchg @scottbelsky Didn’t think Skynet will be born out of a cute Simcity lol

Introducing Simile. Simulating human behavior is one of the most consequential and technically difficult problems of our time. We raised $100M from Index, Hanabi, A* BCV, @karpathy @drfeifei @adamdangelo @rauchg @scottbelsky among others.

r1 can now ctrl your computer 🟧🕹️🦞 we just shipped an OTA with two big updates: • DLAM: the first plug-and-play computer controller • native access to Moltbot via r1 (alpha)

Introducing… Raster! A new digital art marketplace from @0xmetaclass and @thefunnyguysNFT. We’re making art collecting delightful by solving digital art's biggest headache: fragmentation.

become a superhuman today: rabbit.tech/rabbit-intern

Great statement and attitude!

Bumping this up again!!! please do not engage with my TG account, and clear the chat history immediately. I still don’t have control over it and may never will from what I heard… please DM me here or email me instead

@mdudas Sorry about the trouble!!!

Never use SMS as 2FA is the lesson

My telegram account is compromised and I have lost the access control. It seemed like the hacker was able to access my SMS for 2FA verification code and swapped out the phone number with a new one… please don’t trust and don’t click on any link!

damn that's pretty fast lol

@matthuang Looking at the comment section, we haven’t bottomed

FWIW, I haven't felt this bullish in the 5y forward view for crypto since ~2018

In the coming era of AI-first applications, we believe that having a proprietary data moat will be the true differentiator. With much of the world’s publicly available data already scraped or commoditized, hard-to-access, real-world datasets—especially those grounded in physical environments—will become increasingly valuable. @Purer_Air is building the first indoor commercial venue air quality dataset, with a focus on high-traffic locations such as malls and stadiums. The team will offer two product lines: a B2B device for enterprise deployment, and a B2C sensor for individuals. By empowering everyday users to contribute to the network, PureAir is also embracing the spirit of citizen science—enabling people to generate and share meaningful data that can improve community health and awareness. We believe that crypto incentives can play a key role in accelerating retail adoption, building grassroots momentum, and ultimately expanding the scale and depth of PureAir’s dataset. These granular, hyperlocal data points will unlock real-time, location-specific air quality insights that go far beyond what’s currently available. We’re excited to support PureAir as they emerge as a leading force at the intersection of data, DePIN, and citizen-powered environmental intelligence. #AI #DePIN #AirQuality #CitizenScience

@jesselyu yo this is low key the coolest one

we are so back

trying out the new intern

Centralization is more efficient to mobilize productivity, and uber has surpassed the cold start problem, hence there will not be a DEPIN version that can compete with it. But maybe a new use case with no dominant CE player can be born out of DEPIN first, not sure if it can maintain its lead though, assuming the opportunity becomes eventually large enough for a centralized player to enter.

Hot takes on DePIN: 1. Uber is the largest (Ce)DePIN. 2. The verification problem is solved by a rating system, which has worked for over a decade.

@0xscarlettw 以及 @0xscarlettw 常胜将军

从去年年底以来，我发现自己对市场已经失去了「中期alpha view」的判断。 或者说，中期（几周-几个月）的 alpha 在现在的市场本身就是不存在的，单个项目的基本面很难推动市场，或者只是浅浅吸引了一下注意力和短线资金 pvp，easy come easy go 比如 $HYPE 在 evm 事件驱动后的表现——我仍然可以看到机构在最近出的梦想研报； 比如企鹅还是很可爱，线下销售的玩偶仍然是为数不多现实世界和 Crypto 的有趣连接，但 $PENGU 仍然是一条非常丑的线。 故事还是那个故事，只是失去了「边际买家」，市场上的热钱永远可以去追逐新的故事。 在目前的版本里，我只能看到几种胜利者： 对宏观/政策/边际买家和卖家的心理有足够深入的分析和推演，能够形成中期观点，也能扛住回撤坚信自己观点的思辨之神； @lazyvillager1 对山寨强弱极度敏感，汇率对印钞，回撤控制和alpha upside都能抓住，每个版本都是他的版本的版本之父； @HaywarZhu alpha都能挖到，快进快出总能赚钱的p将军朋友们 以及，用Eco和Liquidity dump to the market的项目方和mm😈