Euwyn retweetledi
Euwyn
2.3K posts
Euwyn
@euwyn
founder spin (@ridespin, acq'd @ford), yc
Katılım Ocak 2009
350 Takip Edilen3.5K Takipçiler
Singapore has always focused on building intelligence.
Kyle@0xkyle__
> be singapore > no oil no land no nothing > LKY: "our only resource is our people" > bet the entire country on semiconductors > mfw GDP per capita mogs every country on earth > fast forward 30 years turns out chips were just the prologue > AI is the main arc > GIC apes into Anthropic > Temasek apes into Yann Le Cun > literally played the 50-year long game and won
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OpenClaw's proliferation in China is truly breathtaking, from AI labs, to hyperscalers, to two city governments, Shenzhen and Wuxi, in just a couple of weeks!
(The Wuxi announcement is especially fun, lots of lobster puns given Claw's logo 🦞. Who says Chinese bureaucrats, at least the local ones, don't have a sense of humor...)
I really hope this is just step one of Chinese tech supporting OpenClaw's future. Not just packaging it as a hosted solution to boost adoption, but also contributing to its long-term roadmap and sustainability via maintainership, dedicated resources, etc. If not, it would sadly look like Chinese open source's early days of the 2000s-mid 2010s, when it was mostly taking and consuming open source, very little giving back and contributing.
Ideally, it would be one of the labs like @MiniMax_AI or @Kimi_Moonshot or @Zai_org leading the charge, because they are both more AI native and open source native. We will see if that comes to pass.
Any open source project with a modest modicum of traction runs into sustainability challenges with maintainers burning out, lack of financial resources, and always more issues and PRs to close and process. Let alone the fastest growing open source project of all time -- OpenClaw🦞
Jen Zhu@jenzhuscott
Has @openclaw been launched for a month yet? Moonshot: KimiClaw MiniMax: MaxClaw Alibaba: CoPaw ByteDance: ArkClaw Tencent: WorkBuddy Zhipu: AutoClaw Shenzhen: OpenClaw hardware stores Local governments: we pay you to deploy 🦞 👀
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@skyler_chan_ turning Moon soil into bricks. 🌕🧱
GRU Space (YC W26)@gru_space
We are proud to reveal the first GRU Moon Factory. We are going to build America's lunar industrial base. Starting with the first hotel on the Moon. If you want to dedicate your life towards advancing human civilization physically through the galaxy - reach out to team@gru.space
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I’ve never seen so many startups raising debt
As more startups tackle physics-heavy problems (w heavy capex), more of venture will want to look like merchant banks & have capital markets expertise
Given how insular venture is, there are very few firms who are built for this
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Euwyn retweetledi
Four major Chinese robotics funding rounds in a week.
Last week: AI² Robotics and Spirit AI both hit $1.4B valuations within 48 hours. This week: Noetix Robotics closed ~$137M led by CATL’s investment arm. Galbot raised ~$340M from China’s national AI fund and Sinopec.
The consensus machine is accelerating. The sector shipped ~28,000 units last year. The capital keeps coming anyway.
I wrote about why this happens and what it means for investors in my latest FlashPoint: hellochinatech.com/p/two-unicorns…
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Euwyn retweetledi
We worked closely with @zackbshapiro and the @rainsllp team when we were still Definitive.
They have consistently been ahead of the curve.
Zack Shapiro@zackbshapiro
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Euwyn retweetledi
Rules are getting rewritten. Exciting times.
Paul Graham@paulg
For the foreseeable future, everything about starting a startup, both good and bad, will be accentuated. It will be even harder to figure out what to do, but the founders who get it right will be able to create amazing things even faster than they could before.
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My personal take is that we are undergoing the commodification of intelligence.
The closest modern analogue here is China -- which portends a bleak future: high youth unemployment even with high productivity, structurally lower margins from internal competition, and a decrease in property values.
Citrini@Citrini7
I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gic
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The entire modern economy was built on one assumption: intelligence is scarce, and only humans can provide it. That assumption is breaking. The economy will be re-shaped along with it.
Citrini@Citrini7
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened? citriniresearch.com/p/2028gic
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There's eight billion people on Earth. If each wants a thousand GPUs, that's eight trillion GPUs. Earth can't handle this.
Shay Boloor@StockSavvyShay
Sam Altman calls space-based data centers “ridiculous” given launch costs and power economics today. This also reads like a direct rebuttal to the SpaceX + xAI orbital compute narrative Elon Musk has been pushing.
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Intelligence is crack for Singaporeans
Kyle@0xkyle__
Singapore really led Anthropic's round and said "nah I'd win" and started giving out free Claude for Singaporeans MAJULAH SINGAPURA
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Real State of China 🇨🇳
> it’s really bad
> friend who has invested in China for over 40 years visited a few months ago
> 3rd tier city, not the Shenzhen, Beijing visits that newbies do
> 60-70% of homeowners more than 15% underwater on purchase price
> wage growth stagnant since Covid
> many college graduates working food delivery at US$10-15 per day
> layoffs
> many workers unpaid for months as governments and companies lack cash to pay
> bright spots in tech and robotics yes
> but average man on the street is doing badly
> shopping malls empty and many stores closed
> people milling around aimlessly with little to do
> depression level economy
> general feeling of the world leaving them behind and of the central government not caring
this is the state of the 1 billion people you don’t see in the big cities
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There are risks of course, but if orbital compute scales, even close, to the Kardashev relevant levels that Elon suggests, imagine looking back on this. Choose which side of history you land on.
The Information@theinformation
Elon Musk’s recent AI announcements are driven more by ego than by technology, @mvpeers speculates. "This is really all about Elon and his ego and his desire to be in the middle of the whole debate. I think in the end, Elon will not be the main mover in AI."
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at the point of late stage capitalism where a gambling company is using affordability of groceries as a marketing tactic to lure people in
extremely bleak
LeGate@williamlegate
New York City’s first free grocery store, The Polymarket, is officially open.
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