blake west

As I have been saying repeatedly, this principle is entirely defensible, and this is the single best articulation of it anyone in the administration has made. The way to enforce this principle is to publicly and proudly decline to do business with firms that don’t agree to those terms. Cancel Anthropic’s contract, and make it publicly clear why you did so. Right now, though, USG’s policy response is to attempt to destroy Anthropic’s business, and this is a dire mistake for both practical and principled reasons.

@AndrewCurran_ I can't find the track on YouTube or YT music. But Apparently the creators said it's not written by AI. Though it sounds like the vocals were generated using AI? That's not really close to the same thing. youtu.be/MQP42IliCso?si…

The hit song 'I know, you’re not mine' (Jag vet, du är inte min) by Jacub has been pulled from the charts in Sweden after a reporter uncovered that the track was generated by AI. Before being removed the song was steamed over 5 million times globally. It is still #1 on Spotify.

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4/ Seems possible that agents and tool use (ie. MCP) could enable some new killer apps. We'll see, but we shouldn't have to wait long...

3/ The caveat to this is that AI is getting so much better so fast, that every few months the capabilities change significantly. One of the key takeaways of the report is that truly new infrastructure or capabilities 'reset the clock' on the 1-3 year timeline.

1/ Have we already seen AI's killer apps? I had an intuition that technologies basically figure out their killer apps within 1-3 years. Had o1 do deep research. Yes, going back 100 years, radio/tv/internet/crypto. All same. So AI? Killer Apps Analysis chatgpt.com/share/67ea0d00…

@SpencerHakimian But not actually important. As of Feb '25, there are $28.6T of treasuries outstanding. Which makes $33b a tad over 0.1% of the market. sifma.org/resources/rese…

I don’t think people appreciate just how important stablecoins are to the U.S. Treasury market.

Big news Goldfinch x Plume = RWAfi We’re teaming up with @plumenetwork to bring institutional-grade private credit onchain and make it more accessible, more liquid, and more composable than ever Here’s everything you need to know 🧵👇

Khang really knows his stuff. If you are looking to learn how to invest in the private credit wave, this will be a good one to tune into.

@balajis But TSMC makes the stakes of a war in Taiwan much much higher for the US. So is the Ukraine situation really a good proxy for what the US reaction would be to a Taiwan war?

OK. Here's the issue. There is a strong argument that Ukraine is THE climactic battle of the Thucydides Trap. That is: the big war between the US and China is actually between their proxies Ukraine and Russia. And this settlement — to this war — determines the next world order. Because there won’t be a fight in Taiwan if NATO is defeated in Ukraine. Taiwan will just surrender to China because they know they won't get reliable Western military support. And so will everyone else. So, this may be the decisive moment when terms get negotiated with the China/Russia group for the next however many years. That means that even if you think Ukraine was a disaster and Zelensky is a dummy, you don’t want NATO to be catastrophically defeated in Kiev like it was in Afghanistan. That would be bad for Democrats, Republicans, Europeans, Japanese — just about everyone under the US security umbrella. Instead you want the best possible outcome to this terrible war, under the circumstances. Because the West may already have fallen into the Thucydides Trap. And if so, it should very carefully think about whether it can get out.

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@KristyT @km Check out HeronFinance.com!

@km Will this be available to US customers any time soon?

Actually groundbreaking use case. Real world yield, institutional-grade assets, via 🇺🇸’s first onchain RIA.

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Are private credit ETFs the answer to making the asset class accessible to retail investors? We don't think so. Our Chief Credit Officer, Khang Nguyen, wrote a piece for @armchairtweets explaining why. thearmchairtrader.com/features/etf-p…

This is a truly novel offering that's been a long time in the making. Very excited to see this come to life!

Congrats to @puniaviision! Liquidity is a huge component to the attractiveness of any asset, so it's the right place to focus. And I like that they're using proven tradfi ways to improve it.

Congrats to the whole @turnkeyhq team! We've loved working with it for @heron_finance .

This is amazing that @RayDalio is finally giving a subtle nod to crypto as something you might want to buy.

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