Jools

The silent season I am in on X has allowed me to focus all of my energy on Ai. I feel no need to brag on recent developments because I’m confident and even mind blown. But again I tell you, learn Ai. Several friends and family members recently lost jobs specifically to Ai. That hit closer to home and only made me go 10 toes down mode. Even more than I was before. Learn what it means to harness Ai properly and you can build anything at a level no coder could possibly achieve in a lifetime. Took me 5 months to actually build something I’m profoundly proud of. None of it has anything to do with trading.

DAMN.

It’s amazing to me how fast the past couple months have flown by. Also, one thing I’ve realized while focusing on Ai. Ya’ll are mostly retards with mental issues and gambling addictions. Get outside and go see a therapist because I’m scrolling the TL and it feels like everyone is literally doing the same thing over and over again, not liking it and complaining at the same time.

Oh I’m very Much alive 😂 Been building in Ai non stop. The thing I’m learning and seeing that’s short and sweet… The alpha isn’t a new model release, it isn’t your gear set up (although this is important) It isn’t what you can do with Ai for yourself. It’s what I called “Contextualized Ai” the biggest unlock is helping others figure out how to Apply Artificial Intelligence for others to use. This is the biggest opportunity (financial) that lays before you. Everyone around you know Ai exists. They know they probably need it. But the chasms of what it can do and what it can do for them personally is so wide they are stuck with this feeling they know they should be figuring it out but don’t know where to even start. Millionaires will be made by filling just that gap for others.

Stop everything you’re doing and learn the Agentic world. Billions of $$$ will be poured into transitioning every day companies in your city to agentic companies. I know, because I’m talking with them right now and the demand is much higher than anyone can possibly calculate.

$RAGE comics will live forever

I’ve been quiet. Two things. I’m spending time with some friends and family as a I build out an Ai company. I’m fascinated to see the absolute hunger companies have to try and integrate Ai - partially agentic structures. The demand is higher than there are hours in the day. The demand is higher than there are people willing to create an Ai only start up. What an insane ride I’m about to go on with a few friends I met because of Crypto.

I apologize I haven’t been tweeting as much lately Been too busy with helping clients imbed Ai into their businesses The world is changing Right before our eyes I haven’t been this excited about business in years

If they only knew.

I solved this like 4 weeks ago. This is another example of what I mean about Ai slop. Stop falling for every sloppy “break through” post that sounds like they are sharing a secret “no one” is doing. It’s distracting to the big picture. This isn’t about finding a single post that will “change everything” This is about building something meaningful. But it for everyone, specifically for you. People chasing slop and slapping posts like this into their agents brains will fuck up their own system. I learnt this week 4. The important thing you need to understand is it’s all about what you are building from an engineering perspective. Design a good system, a good agentic system…you will have good output. Slap slop after slop post into your shitty design of an agentic system and you just create Ai retardation. I made this mistake early on too. Slow down. Build something meaningful. Something well thought out. All these Ai content creators will quit in 6 months max. They prove in their own posts they are Larps because it doesn’t work this way.

@SicPrncess Your early.

@jewelsindefi Bullish on all of it .. driving into sf today I saw 6 billboards about ai .. 🤯

This is the most hilariously accurate post of how retarded it gets in a true bull run. We ain’t see nothing yet. I may be quite while I build my own section of Ai intelligence but I’m bullish AF about the next leg up.

Agentic world isn’t a model (which LLM do I use? Grok? Opus? OpenAI?) It’s an engineering race. Copy pasta doesn’t work for the most part with all these break throughs you guys see on X IF You have horrible engineering design with your agentic system.

Have you noticed no one printing crazy gains on Ai slip posts can actually show you proof it works? There is this interesting Engagement Farming tactic happening right now. Have your Claude spit out some Ai slop. Past that slip into your Claude and this is your a genius and it will make you rich over night. Load up and loose money 😂😂😂 Your LLM (Claude) can do a lot of things but it can’t test if something works without the proof of work. All these Ai slop polymarket/trading bot posts are overhyped. Slow down, think clearly and then build. Take your time.

Ok listen, 80% of these Ai posts are actually over hyped or complete bullshit. If you feel you’re behind you are not. They are still trying to figure out the ramification of giving everyone in the world the ability to create code while being most frictionless. This isn’t a meme coin. Just build. Half these posts can be piped into your LLM and it will jizz its pants and build or install whatever you want. Doesn’t mean shit unless you’ve created something useful that sees a return on the output. Most people will realize this soon and get exhausted and quit. All the larpers and grifters will help push out the lazy retail crowd for the most part and then the level of stuff we will see come from a 2nd wave of vibe coders will reshape the crypto industry entirely. You won’t recognize it in 9 months.

We are living in what’s known as “The Dead Internet” era. Essentially the most meaningful data we’ve ever built was up until this point. LLM’s feed off this data. Now Ai will 100x data output relatively fast and LLM’s will move to being private so it’s not feeding off Ai slop. Fascinating.

Andrew Yang is calling it "The Fuckening." That's his actual word for it. And honestly it fits. A CEO of a publicly traded tech company told him directly: "We're firing 15% now. Another 20% in two years. Another 20% after that." There are 70 million white collar workers in this country. Yang projects 20 to 50% of those jobs gone within a few years. The low end of that is 14 million people. The entire 2008 crisis wiped out 8.7 million. The difference this time is the jobs don't come back. A recession ends and companies rehire. This time the work still gets done. It just gets done by software. The position itself stops existing. Nothing expands margins like replacing a $379K employee with a $200/month subscription. We track it all at layoffhedge.com. 58 companies. 254,000 people. And climbing. Yang is writing about what's coming. We're counting what's already here.

The "OpenClaw made me $ x,000 from trading prediction markets/crypto" stories were pretty much all affiliate scams. They're getting paid by Kalshi and Polymarket to post about and popularize automated trading via LLM bots. Both companies pay for posts that get a lot of impressions, because they make money off of raw trading volume. They bot tweets, YouTube views, etc. to get content going in the algorithms. Then tons of people are tricked into just downloading OpenClaw, handing it the keys to their wallets and letting it run, 99.99% of the time losing all of their money. There are a handful of VC backed startups that are basically only making money off of these affiliate scams. Not "small VC's with very little following" but the biggest ones in the US. I'm not going to call them out because I do not have the budget, time or interest in fighting with legal, but if you know of the big wigs in the US VC space, especially around crypto, it's not hard to guess. I can't pretend to know how VC money works, because my immediate next question would be "how are you going to make money for the VC's if all of your money is coming from Polymarket/Kalshi affiliate revenue" but my assumption is that you get your initial revenue from affiliate income, then you pivot to infrastructure or something reasonably stable after you get a huge wave of followers from the initial (likely botted) exposure. I have seen at least one OpenClaw startup with VC backing do this. Once you pivot to infrastructure ("run your OpenClaw bot on my VPS infrastructure that's just DigitalOcean with a couple bash scripts") then you're making money off of people deploying OpenClaw bots on your infrastructure, then Kalshi/Polymarket make money off of those people losing all their money trading. The entire grift is wholly based off of ensuring your customers lose every dime. It's pretty shocking, unless you've been following how grifty the space has been for a while. I'm an AI believer. I played around with OpenClaw a lot. I've built my own harness (in Rust, btw) and really believe that there's a bright future for agents. There is so much grift in the space right now that has to get shaken out for that to happen, though. Unfortunately, it's going to victimize a lot of early users first.