AiRev

Scaling in After last nights WCF game I’ve seen enough @NYKNICKS in 4 🥱🏀⛹️‍♂️

remember when we used to pay like $50k to get a trait that gave us… a discord role? yeah…..

Gemma 4 is live on @cerebras, the fastest multimodal inference ever! Running on Gemma 4 31B open-weight model at a blistering 1,500+ tokens/sec. That's a 15x speedup, unlocking real-time visual and agentic loops without the GPU lag.

@GavinSBaker $CBRS

The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed. It would increase the ROI on AI spend for end customers by increasing intelligence per dollar, which would drive incremental token demand. Margin dollars would effectively get redistributed from the frontier labs to AI infrastructure providers. The infra winners would be those with the lowest per token cost and the winners at the model layer would be those with the highest token efficiency. There are many reasons Jensen is so focused on open source, but this is likely the most important one as I think he is probably less worried about a monopsony these days. Lower margin % at the model layer = more margin $ at the infra layer all else equal. With SpaceX and Meta being vertically integrated and possessing the #3 and #4 models respectively it is more possible than ever. Note that Grok 4.5 is ahead of Fable for some useful tasks at a much lower cost, so ranking them #3 is conservative. This is not happening yet. Cheap, mostly open source tokens are likely the majority of volume today but the majority of economic value is still accruing to the most intelligent models. Might change though. We will see.

@Jelitics yes

Did I just get fucking scammed?

@ThomasAlxDmy You don’t seem to understand that SpaceX will be worth more than the rest of Earth if we accomplish our goals

you’re better off lighting money on fire than betting on baseball

guys in brooklyn like ok yeah lemme just grab my tiny shirt and enormous pants

Join me and @AaloAtomics Atomics CEO Matt Loszak at their Critical Test Reactor at Idaho National Lab — the first new reactor built there in 50 years! Aalo is racing toward criticality by July 4, 2026, America’s 250th birthday. This isn’t random. It directly answers President Trump’s Executive Order 14301, which launched the DOE Reactor Pilot Program and set the goal of at least three advanced test reactors reaching criticality by Independence Day. Aalo’s sodium-cooled Aalo-X design (built for AI data centers) is proving that with bold policy and American ingenuity, we can move nuclear from paperwork to power at startup speed.

If you’re in AI pivot to crypto

We gave two agents the same task: “Find images matching this description.” Both use Gemma 4 31B. One runs on Cerebras. The other runs on GPUs. You can see the difference. Speed changes the product experience. What would you build if you didn't have to wait?

Senegal up 2-0 with less than 10 minutes remaining in regulation

@UnderdogNBA @ShamsCharania @stoolpresidente ☘️

Trade summary, per @ShamsCharania: Sixers get - Jaylen Brown Celtics get - Paul George, 2 first-round picks, 2 second-round picks

@UnderdogNBA @ShamsCharania LMAO

@ErikVoorhees The incentives can be aligned today and still become misaligned tomorrow The way these things are structured, equity has enforceable claims and token holders are relegated to vibes Maybe Venice is the exception, but we’ve all seen this movie 1,000 times before

Venice is a traditional company with equity. This was true before we sold 8.98% of the company, and it's true today. Venice also has a token base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf, usable by customers within our app, and also as the target of our acquisition for burning. Why are the incentives not misaligned with equity holders? 1. Because those who are equity holders also happen to be the largest holders of VVV, both indirectly as the entity holds the plurality of tokens, and directly through personal ownership. More than half of all VVV are held by equity owners of Venice, and this portion has increased over time both in percentage terms and in aggregate. Show me any other project for which that last statement is true. 2. Because we've said exactly what we're going to do, both to our community of VVV holders and to the recent investors: we are going to grow our business, take a portion of revenue, and buy and burn as many tokens as we can. We do this burn not to be altruistic, but in our self-interest (see #1). Is the fear among crypto twitter that 8.98% of Venice equity holders will demand revenues are distributed as dividends instead of burns? Let's think this through. First, they can't command such a thing as a minority. But more importantly, they won't, because they know what our intentions are and that's precisely why they invested. It's why they demanded direct token exposure through vesting warrants in addition to the indirect exposure through the treasury. It is on this understanding of our plans that 8.98% of the company was sold. Surely there are many bad ways to do token/equity designs. Ultimately, regardless of intent, incentives win the day, and we have formed ours intentionally, and transparently.

The $VVV debate might be the first thing CT has collectively agreed on in months Equity/token splits are a relic of the past. They create misaligned incentives and unclear value accrual You’re either a traditional company or a token company There is no in between

i recommend not falling for this. token equity splits are fundamentally flawed. equity holders with a bunch of the tokens does not align incentives, we've seen this before, it's just an excuse to get liquid & sell

there is no defensible reason to continue with token/equity splits like this in 2026

Tokens with equity do not work

@UnderdogNBA lol

Stein: Quentin Grimes emerging as a top free agent target for the Lakers.