Investor Ivan Ooze

@blknoiz06 Proof of human will be connected to chat gpt agents eventually, so websites know the agents are backed by real humans. The crypto is also backed by the world app that allows apps to be used by verified humans. This Crypto is not perfect but the assymetry warrants exposure to Wld

ive been wrong on this coin many times, does anyone have a reason for why this time could be different

Saylor thought two things.. 1) His buying via Strategy would galvanise other large buyers 2) The price of Bitcoin would be a lot higher by now ... He was wrong on both counts

$orbs owning Mr beast equity is so dumb and says a lot about these guys but the open Ai investment is only way besides SoftBank to get exposure, world coin is like an insane call option to so we will see

@dwarkesh_sp Ancient China historian

Who should I interview on my podcast? Open to more AI, but also to random history/econ/etc professors that I might not have heard of before.

The Pope just allied with Anthropic. The arc of history is long but it bends towards Warhammer 40K.

Tau scaling law seems nothing different than what Jensen has been calling Extreme Codesign via improvements in software, advanced packaging, and optimizations across the stack. It might as well be called "squeezing out performance in other areas because we cant get better transistors" law -- but tau scaling is shorter to say.

SITUATION DETECTED: Google DeepMind’s AI agent autonomously solved 9 of 353 open Erdos problems in mathematics, at a cost of a few hundred dollars per problem.

SaaS stocks on Monday for now reason. $NOW $MSFT $IGV

I literally told everyone this… months ago. The difference between the publications and Wall Street vs me is they only know how to chase a narrative they don’t know how to think about where the puck is going. The puck is going based on solutions to engineering problems. If you’re an engineer who has actually made chips before a lot of this was just intuition and it’s also why I hold to this day photonics role out will be plagued with problems. Many people have never actually put networking hardware into the field even 10/25G has tons of problems that naturally arise.

the funniest economic delusion in tech right now: founders still pitching labor arbitrage with a software multiple bro your gross margin is just a temporary bug before agents eat the org chart

LOADING...

@chooserich The rug pool on this will be legendary. It will be in the crypto archives as one of the great pulls of the time.

Uhhh what?!? SushiSwap buying back the $RICH token??

Well captured by @azeem @ExponentialView "If automated R&D were truly likely by 2028, what would we expect their behavior to look like now?... labs would overinvest in compute before the automation arrives. Because of those physical constraints, they would want more GPUs, more memory, more power, more data centers, more inference capacity, and better internal tooling." <-- We are here "In the past few months, Anthropic has stitched together a compute program that has added more than 11GW of disclosed capacity from Amazon, Google/Broadcom, Microsoft/Nvidia, CoreWeave, Fluidstack and, most recently, SpaceX"

openai currently has the strongest models and the reason is that they knew compute would become scarce, so they secured long-term compute stability in a market that shortages will likely hit that's why a year ago, many people predicted oai bankruptcy now, that same early bet gives them stability while others are still fighting for compute

@bubbleboi Translate this into English plz

Hyperscalars are all in housing IP design because *shocker* that’s the fucking moat. You can increase throughput of LPDDR by 20-35% and drop power even more by designing your own controller and not using Cadence’s garbage. Their NoC’s are shit, even the SERDES you see people adding special sauce. These are the coal mines I lived in day in day out. Absolutely going to get gigamogged.

unpopular opinion: i don't think LLMs need a major architecture shift yet, as "transformers" still don't look like they've hit a wall a few years ago, many people, including me, thought new architectures were needed for math and coding, but now LLMs are strong in both math was the big sticking point, and the IMO gold competition changed that view so now i think the bigger shift is 24/7 personal agents, not just better chatbots AI already feels "general" to many people, but the real gap is access to the best models and knowing how to use them well

@Ze1ooooo I went all in literally at the top in October and just exited with about a 45% loss…Still a good stock but maybe will be a while before comes back in vogue

May 22nd. 😔😔😔

Mark Zuckerberg learning he still has 70,000 humans working at Meta

$orbs not rising is either severe market miss pricing or the market expects Tom Lee to do something massively stupid OR the market believes this stock is a personal slush fund

@IDiotWLD @blknoiz06 What does world do with privacy? I know identity Ai and hopefully tokenization but why privacy?

@blknoiz06 Top gainer $WLD privacy with ID and AI... Easy game, bro.

AI / privacy / perps seem to be the dominant themes for altcoins atm