andy carta

@SemiAnalysis_ equities: intel, arm, amd tokens: tao? akt? icp? maybe $pha?

FACT ALERT 🚨 : In modern agentic coding, 42% of the time is spent on CPU doing tool use such as editing files, running Bash scripts, running lints, etc. The economy of traditional cloud computing charges at $ per cpu core. In the economy of agents, the business model is $ per token thus to increase token revenue, you need to increase the amount of CPUs power u have so that you can generate your tokens.

don't think the timing is close but believe the moment decentralized training reaches frontier scale is when every compute-based ai regulation framework becomes effectively unenforceable. the entire governance stack was built assuming a choke point that's slowly being engineered out of existence

@Fibonacci_666 let’s go

@cartaleoni same here brother.. deepseek just sent me this: benchmark started and first result is very good. apparently it worked

easy 4:1, stop below the low target 76.5 ish then short

@InsideOutBTC fomo app

@cartaleoni How do you buy something without knowing what chain it's on? What a load of shit.

it's unfortunate that anytime i see a quality ai project with a token on solana i already discount it simply due to the expected pa. bought a coin earlier, later realized it was a sol token and immediately fullstacked it. wild that the chain itself has become a sell signal

@Fibonacci_666 excited to see what it spits out my friend

most likely found the solution that will resolve all delay issues on all signals🍾 easy stuff, we ve resolved gazillions of puzzles so far, not gonna fail at the last puzzle fosho

@signulll believe in belief

your only goal should be to believe in something before many other ppl do, one time for each parts of you life. that’s the only skill that matters if you want to escape orbit. e.g. you have to believe in a person before others do (your wife), you have to believe in whatever you're working on or even where you're working before the rest of zietgiest does (like everyone wants to work at the labs right now, that will make it difficult), & you have to find a city/neighborhood that you can afford but still has upside/potential for a house etc. developing asymmetric skillsets like these is more important now than ever before cuz the market liquidity in every area is limitless & the competition is global.

@BaggerWalmart @testinprodcap lol

@testinprodcap he's the son that bought Bitcoin at 110k

why would u skip ur son’s wedding just so u can taco… unless u really hated him.

collectively-owned foundation models are going to be a massive category when they're fleshed out and scaled. pluralis is the earliest serious attempt at the structure - no single entity owns the weights + contributors get fractional ownership of the model itself the entire game in early infra is getting in before the crowd figures out the framing. go there

let me in let me in

@jesse_vermeulen great shirt

san francisco is the greatest city on earth prove me wrong

@kelxyz_ gr8 insights kel. ironic timing for this release bc i spent a few hours late last night standing up the infra to get into pluralis-8b with nodes grinding the auth gate. now im afraid your post might have just shrunk my odds lol

it's actually kind of crazy that i'm perfectly content with spending thousands of dollars on gpu rentals but it pains me to spend a hundred bucks on a new pair of sneakers

information means little to nothing now conviction is everything

@lbolord @PeterVanderle13 @tigfoundation @nockchain @reppo i like reppo. it’s a platform that uses prediction markets as a mechanism to generate verifiable training data for models and agents. reppostats.com

@PeterVanderle13 @tigfoundation @nockchain @reppo what is reppo and why do you like it?

I truly believe now is the best time since 2018 to be accumulating large % ownership (mostly via public markets) of <$100m market cap tokens some of these will become 100x or 1000x liquid investments there are a few S tier teams building truly unique things and creating novel primitives that haven’t been seen before, all with no equity/token mismatch and trading below $100m market caps if you are truly high conviction in venture scale potential, this is the time to be looking for opportunities like this

@kingbtc I’ve got my pretty lights jib hat on right now

Introduce yourself with 10 live shows you've seen: 1. Earth Wind & Fire w/ Kendrick Lamar 2. Flux Pavillion 3. Zhu 4. Creed (private show) 5. Bob Schneider (s/o the homie) 6. Glitch Mob 7. LCD Soundsytem 8. Flume 9. Tash Sultana (Rhyman) 10. Pretty Lights

@0xsmac entertaining read smac

NEW POST (Let The Bubble Wash Over You) some thoughts on market structure and what the new financial regime looks like including: > convective weather systems > the reality of rolling bubbles > how did we end up here > what does it mean for the future link to full piece below

@shulatrenches my bags🥀

A good heuristic is every time you feel $HYPE is overbought or locally topping, express that by shorting $LIT instead

Build For Agents. Period. They are your end user.