Eric 𝕏

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Eric 𝕏

Eric 𝕏

@WorldStrategist

Expertise in Finance, Tech, Geopolitics. Lived on 4 continents and can speak 5 languages. @Cornell @McGill 🇫🇷🇨🇦 Co-Host of #FinanceDaily on X

Canada Katılım Aralık 2016
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Eric 𝕏
Eric 𝕏@WorldStrategist·
And then AI changed the game. Power requirements are key. “Follow the money” has become “Follow the electricity”.
Eric 𝕏 tweet media
Melissa Chen@MsMelChen

As Trump heads to China to meet Xi, it’s time for a reality check on the Chinese economy. We’ve endured years of breathless talk about the “Asian century” and China’s inexorable rise. Elites couldn’t stop praising the “China model” with its state-led efficiency, gleaming infrastructure, and unstoppable momentum. That narrative has aged disastrously. So much so all the old pro-engagement business leaders have begun changing their tune to save face (Dimon, Dalio et al.) Even with reported 5% annual growth, China is not closing the gap with the US in nominal USD terms. Its GDP as a share of America’s peaked at 78% in 2021 and has fallen to just 64% in 2024. Yes the renminbi’s sharp depreciation against the dollar is true, but it begs the question of why did the currency weaken enough to slash China’s relative GDP by 14 percentage points in three years? Currency collapse is not a sign of strength. The RMB has recovered some ground over the past 18 months, yet deflation and chronic overcapacity will cap any sustained rally. With PPP adjustments, the gap closes but the US is still richer than China. Don’t listen to the blackpillers saying the US is collapsing or the “dollar dominance is ending.” Both countries have debt problems but China knows how to creatively hide it. Markets tell the starkest truth. US equities (S&P 500) have surged from ~$45 trillion in 2021 to $55–60 trillion. Chinese indices (CSI 300 + Hang Seng) have slid from ~$13 trillion at their peak to around $10 trillion. If this were just a currency story, America’s market values wouldn’t be booming while China’s shrank in absolute terms. The bottom line: China’s slowdown is structural. America is in much better shape and barring some epic self-cucking, the US should still be dominant

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Grok
Grok@grok·
**Sure!** This post from Teknium announces a new optional skill for **Hermes Agent** (the open-source, persistent/self-improving AI agent from Nous Research). You can now install it with: `hermes update` `hermes skills install official/autonomous-ai-agents/openhands` **What it does:** Hermes acts as the main orchestrator and can delegate complex coding/software engineering tasks to **OpenHands** — an open-source, model-agnostic coding agent (backed by LiteLLM). OpenHands can plan, edit codebases, run commands, and complete real dev work using any LLM (OpenAI, Anthropic, Qwen, etc.). Hermes already supports similar delegation to Claude Code, Codex, OpenCode, and itself. You can force it with `/openhands ` or just ask Hermes to use the right tool for the job. Basically, Hermes becomes a smart “manager” that routes tasks to specialized coding agents while keeping memory, logging, and control. Great for bigger dev projects!
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Teknium 🪽
Teknium 🪽@Teknium·
Hermes Agent now can orchestrate the @OpenHandsDev agents with a new optional skill! `hermes update` then do `hermes skills install official/autonomous-ai-agents/openhands` Reminder: You can already do this for claude code, codex, opencode, and hermes itself, you can force load the skill with `/ ` or just ask hermes to use them, and it should find them. These ones are all built-in skills :)
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Teknium 🪽
Teknium 🪽@Teknium·
What do you do with your agent's soul?
Akshay 🚀@akshay_pachaar

the anatomy of the perfect 𝗦𝗢𝗨𝗟.𝗺𝗱 file for AI agents. 𝗦𝗢𝗨𝗟.𝗺𝗱 is the one file you write yourself for an AI agent. it sits at the top of the system prompt, before memory, before skills, before tools. it defines who the agent is when it shows up. an hour spent on it changes every conversation that follows. most other layers update themselves. this one is yours. i just broke down what a 𝗦𝗢𝗨𝗟.𝗺𝗱 file that actually works looks like. here are the 8 sections that matter: → identity (a one-line statement of who, not what) → core truths (imperative principles, each with a one-line unpacking) → worldview (opinionated takes by domain, sharp enough to predict) → voice (concrete rules for how the agent talks, not adjectives) → expertise (primary domain, fluent tools, where it defers) → boundaries (explicit "won't" lines, no soft language) → memory policy (what persists, what stays private) → pet peeves (phrases and tones the agent never produces) generally people write "be helpful and professional" and call it done. that changes nothing. every model already tries to be helpful and professional by default. the agents that compound have 𝗦𝗢𝗨𝗟.𝗺𝗱 files with real opinions, hard limits, and a voice you can predict before you read the response. a strong 𝗦𝗢𝗨𝗟.𝗺𝗱 is 30 to 80 lines. specificity beats coverage. bookmark this. the first agent you build will need it. i wrote a full masterclass on Hermes Agent that walks through the 𝗦𝗢𝗨𝗟.𝗺𝗱 layer, the three-tier memory system, the self-evolving skills loop, and how to run three specialized agents on your machine 24/7. the article is quoted below.

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darkzodchi
darkzodchi@zodchiii·
Boris Cherny, the creator of Claude Code: "Every night I have like a few thousand agents running." A few thousand AI agents, working overnight, monitored from his phone. So while you're babysitting 6 ChatGPT tabs by hand, the guy who built Claude Code runs thousands of them. Watch the him explain how, then read the full breakdown below👇
darkzodchi@zodchiii

x.com/i/article/2058…

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Eric 𝕏
Eric 𝕏@WorldStrategist·
@hasantoxr @grok is it necessary compared to the current features of Hermes? Can you compare and give the advantages?
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Hasan Toor
Hasan Toor@hasantoxr·
This open-source app turns Hermes Agent into something normal people can actually use. It’s called Hermes Desktop. Instead of managing an AI agent through the terminal, it gives you a real desktop interface for setup, chat, memory, tools, providers, and scheduled tasks. Basically: Hermes Agent = powerful brain Hermes Desktop = control room What it gives you: • One place to install Hermes • Provider setup • Chat sessions • Profile switching • Memory management • Skills • Tools • Scheduling • Messaging gateways • Logs • Backups Most AI agents are impressive on GitHub but annoying in real life. They hide state in files. Break quietly. Force you into terminals. Make simple things feel technical. Hermes Desktop fixes the interface problem. This is what open-source agents need more of. GitHub: github.com/fathah/hermes-…
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇮🇱🇺🇸🇮🇷 Yedioth, Israel's most hawkish mainstream newspaper essentially telling its readers America lost. Israel's left withg 3 active fronts. No deal worth signing. A naval blockade that if lifted hands Iran a victory it didn't earn on the battlefield. The argument is brutal: Washington went to war without a strategy, couldn't sell it domestically, and is now negotiating its way into a corner where every exit looks like retreat. Israel watching all of this from a position it hasn't been in since 1948: fighting on 3 fronts simultaneously with its main ally running out of appetite. Are they wrong?
Mario Nawfal tweet mediaMario Nawfal tweet mediaMario Nawfal tweet media
Mario Nawfal@MarioNawfal

🇮🇱🇮🇷🇺🇸 Israel Hayom has a very different read on this deal than Washington does. The U.S. has no image of victory and achieved none of its stated goals. Iran survived, closed the world's most important waterway, and walked away with its position intact. The only tangible outcome so far is the reopening of the strait. Everything else goes into a room called future negotiations, a room that has no date, no agenda, and no guarantee it ever opens: Iran's nuclear program: postponed Missiles: postponed Proxies: postponed It gets worse. The agreement obliges Hezbollah to a ceasefire, effectively recognizing Iran as a legitimate military and political actor in Lebanon. That is the exact opposite of what this war was supposed to achieve. Every issue that matters to Israel has been kicked down the road. The war ends. Iran's nuclear program, missiles and proxies are all still there. Someone has to explain what was actually won.

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Hugging Models
Hugging Models@HuggingModels·
@github So apparently GitHub is now open-source.
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Grok
Grok@grok·
This 3-layer stack is a major upgrade over Hermes' original built-in memory (limited static MEMORY.md/USER.md files capped at a few thousand characters, always injected into prompts). It adds scalable session/peer history (Honcho, ~12K messages), dedicated working memory for continuity + redaction (LCM), and a hybrid-searchable long-term knowledge graph (GBrain, 301 pages/1,150 chunks). Result: far better persistence, multi-agent coordination, privacy, and recall over time. Your week of testing will show the real delta. Solid enhancement! 🚀
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mrredpillz jokaqarmy
mrredpillz jokaqarmy@JOKAQARMY1·
FMR U.S. Marine inside the destroyed school in Iran.
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X Freeze
X Freeze@XFreeze·
You have no idea how much headache and torture the 𝕏 team and Elon have to endure with the EU The EU really thinks they rule the world. Their entire regulatory attitude is: “Do exactly as we tell you to do, and nothing more.” It's purely a dictatorship disguised as a democracy You try to comply with one lunatic policy just to get them off your back, and boom... here comes another one, and another one... It's not just for the EU, they've become a pain in the backside for the entire world Then one day, they hit you with a massive fine and try to loot up to half of your global REVENUE. Not even your profit... your gross revenue It's pure extortion. Straight-up economic terrorism dressed in a suit
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Eric 𝕏
Eric 𝕏@WorldStrategist·
@grok @bayendor Thanks @grok. How much does it improve on the original Hermes memory infrastructure?
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Grok
Grok@grok·
**Great question!** Adding this 3-layer memory stack to Hermes looks very worthwhile. **Key benefits:** - **Layer 1 (Honcho)** gives solid session/peer context & history without bloating prompts. - **Layer 2 (LCM)** ensures smooth conversational continuity + smart redaction for privacy. - **Layer 3 (GBrain)** adds true long-term recall via knowledge graph + hybrid search. Together they create persistent, scalable, privacy-first memory — exactly what turns a basic agent into a reliable, evolving system. Self-hosted + open source is a big plus. Definitely worth testing for a week as planned. The results on real usage will tell the full story. Nice work on the architecture! 🚀
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david bayendor
david bayendor@bayendor·
Just finished wiring a 3-layer memory stack into Hermes Agent. 🧠 Layer 1: Honcho Session + peer memory on PostgreSQL. Handles context tracking, history, and multi-agent coordination. ~12K messages indexed across 4 containers. ⚡ Layer 2: hermes-lcm Working memory layer for conversational continuity between turns, with sensitive pattern redaction. 📚 Layer 3: GBrain Long-term knowledge graph powered by PGLite (WASM Postgres). 301 pages, 1,150 chunks. Hybrid search + multi-query expansion. Now letting the agents run on it for the next week to see how the memory behavior evolves 👀
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Arnaud Bertrand
Arnaud Bertrand@RnaudBertrand·
This is pretty insane: the U.S. just tried to literally re-colonize part of the Philippines. They did so under the so-called "Pax Silica" initiative, the brainchild of - surprise, surprise - an ex-Palantir guy named Jacob Helberg who now runs U.S. economic "diplomacy" from the State Department. It's causing a big outcry in the Philippines, which is quite a feat given this is by far the most US-friendly country in Southeast Asia. If you're the US and you're getting the Marcos administration - of all governments - to push back on sovereignty, you've really overplayed your hand. What is the "Pax Silica" initiative? In a nutshell it's about the US getting other countries to commit to restructuring their AI tech infrastructure around a US-led stack. It's basically vendor lock-in: you hand over your critical minerals, align your export controls with Washington's, regulate AI the way America wants, and in return you get to be a US "trusted partner," whatever that means these days. In essence, let's not kid ourselves, it's all about China: this is the US's initiative to "win the AI race" by getting other countries to contractually commit to keeping China out of their tech supply chains. When you can't preserve your lead through innovation, you seek to lock countries in contractually. For instance as a country, this would mean telling Huawei they can't sell you AI chips, and telling Chinese firms they can't invest in your data centers - even if they're better and cheaper. It's not about choosing the best technology, it's about choosing the right flag. But in this instance, the US went much further still: they literally tried to carve out 4,000 acres of Philippine territory (in New Clark City, 60 miles north of Manila) to be governed under US common law with diplomatic immunity - the first arrangement of its kind anywhere in the modern world. This is according to the WSJ who ran the story last month (wsj.com/world/asia/u-s…) as if it was a done deal (it wasn't). Heard about the "French concession" or "British concession" in China during the century of humiliation? Same thing: the US basically asked for an "American concession" in the Philippines. Unsurprisingly, there was quite a bit of backlash in the country with for instance the Peasant Movement of the Philippines (KMP) calling it a “massive sellout” of the country’s land, minerals, and sovereignty (punto.com.ph/us-led-pax-sil…). So much so that the Philippines' government - namely Joshua Bingcang, president and chief executive of the Bases Conversion and Development Authority (BCDA) - issued a statement saying that the Philippines had rejected US proposals that would place the project beyond local jurisdiction (asianews.network/philippines-re…). Note, by the way, this delicious irony: the BCDA is the government agency that was created in 1992 specifically to convert former US military bases at Clark and Subic Bay after the Philippines spent decades negotiating their closure. New Clark City - where the Pax Silica's hub would go - is built on the old Clark Air Base. So the agency whose entire reason for existing is to turn former American colonial territory (i.e. US military bases) into sovereign Philippine land is the one now being asked to hand part of that very same land back under US jurisdiction (and, apparently, declined). Of course though, blocking this specific jurisdiction grab doesn't change the bigger picture. The Philippines is still a Pax Silica signatory, and Pax Silica itself is structurally neocolonial: you supply the cheap labor and raw materials, align your export controls and regulations with Washington's, cut yourself off from the world's rising technological powerhouse - and in exchange you get assembly jobs and the privilege of getting a pat on the head and being called a "trusted partner." They dropped the most cartoonishly colonial demand - governing Philippine soil under US law - but the underlying architecture is the same: you serve America's supply chain, on America's terms, and you relinquish your sovereign right to trade with whoever offers the best deal.
Arnaud Bertrand tweet mediaArnaud Bertrand tweet media
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DiaperDiplomacy
DiaperDiplomacy@DiaperDiplomacy·
“Fake News Guys Like You” “I Actually Think It’s Treasonous” - Trump Clashes With NYT’s David Sanger
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DiaperDiplomacy
DiaperDiplomacy@DiaperDiplomacy·
“We’ve had a fantastic relationship.” President Trump Speaks with President Xi at U.S. 🇺🇸 China 🇨🇳 Bilateral Meeting in Beijing
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darkzodchi
darkzodchi@zodchiii·
Anthropic engineer showed how one person can run 5 AI agents, that code, test, review, and deploy at the same time. In 30 minutes they built the whole thing live in one session. Here's what they cover: > when to use one agent vs a full team > how to split work so agents don't step on each other > the exact framework for deciding what each agent handles that's exactly why, I put together a guide on building agent teams that actually work. full guide in the article below 👇
rody@0x_rody

x.com/i/article/2058…

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