ⓧ Richard DeVaul 🚀🇺🇸💪 devaul.sol

@skooookum I’ve been calling it that since 2023 - and I mean it as a warning. Prior to the first Industrial Revolution, real living standards were stagnant for centuries. After, they doubled. During, blood ran in the streets for decades. Buckle up.

Jensen Huang's keynote speech for GTC, NVIDIA's premier global artificial intelligence conference, lasted three hours. One hundred and eighty American minutes. Three hours is the length of a significant film. Three hours is longer than your typical hip replacement, knee replacement, or C-section. Three hours is, by any reasonable measure, too long to ask someone to sit in a thinly padded folding chair. And yet. And yet, the 5,000 member congregation did not grow bored. At least not in the way the word bored is typically used. Two hours into the sermon when Huang paused for a sip of water and said "okay, there's more", the crowd's silence sounded more like gratitude than resentment. Perhaps the duration is the argument: the numbers are too big to be announced quickly. The stakes too great to itemize, summarize, or compress. The future is just too present to be brief. Thus the general state of arousal in this room is generated not by a thing but by the size of a thing. The numbers attached to a thing. The comparison of this year's numbers to last year's numbers, which in hindsight are nothing more than an infinitesimal prologue. About two and a half hours in, Jensen proclaims "this is the beginning of the next industrial revolution." I notice woman to my left is nodding her head the way my grandmother used to nod her head in church. Maybe I even see a bit of moisture collecting in her eyes. I look back to the stage. Jensen has moved on to the next slide.

@somewheresy I think money has mostly killed weird AI culture

NVIDIA GTC thoughts are that I haven’t really seen a lot of Weird AI people or e/acc people around here, but I do see a lot of people attending who are kind of space fillers for a subtype of Corporate America trying to lifeboat itself via OpenClaw

@somewheresy The first one is always free ;)

I have thankfully met a handful of people who are strikingly at or ahead of The Culture here. An incredibly knowledgable and interesting gentleman gave me a shape his agent harness made by hacking his Bambu printer.

@somewheresy I see this one time and again in corporate hotels - we pay $500/night for bathrooms with the equivalent of a camp shower

Shower with no door so the water gets all over 🥵

@skooookum No, I’ll have my wirelessly powered firefly personal lighting spell out sponsored messages based on a reverse auction micropayment system

@rdevaul Maybe you can put tech billboards on your air conditioned clothing!

San Jose is the first city to be made entirely of hotels. Even at the microscopic level, the atomic level: still hotels. It’s hotels all the way down.

Oh, and going after foundation model labs with own frontier class models - Nemotron 3 Super looks very strong, but other strong contenders. Also embodied intelligence. TLDR - going super fast, trying to run the table. This will accelerate the whole industry (3/3)

OpenClaw most important open source project ever. Agentic use driving massive token surge. So of course, Nvidia giving away improved nanoclaw and will partner to ship consumer “OpenClaw as OS” hardware to drive token consumption (2/3)

Damn. The keynote was a banger: over $1T booked through 2027. Massive performance gains shipping now. Nvidia positioning itself as the leader in speed of buildout AND performance champion. Your token factory coverts power to tokens to $$ - no alternative to Nvidia at scale (1/3)

@XNET_Mobile Killer numbers

carriers keep “discovering” just how much traffic wants and needs to live on WiFi 🛜 weekend offload go brrrrr

A beautiful day in SJC at GTC

@RNDRSHARK It’s really the $XNET community, not me. But the community is killing it :)

@rdevaul Keep up the good work Richard!! My networth is in your hands lol. Just kidding….. amazing to see the progress in growth last weeks

👀 Couple of weeks and we hit 100% MoM growth at this pace! Insane 🤯

@TukiFromKL You are vibe-posting the singularity on X while I’m vibe-coding the future of agentic engineering with my personal agent swarm. We are not the same

🚨 Do you understand what happened in the last 12 hours? > A CEO of a $200 billion company said on camera that 35% of new grads won't find jobs. He didn't even flinch saying it. > Meta made $165 billion last year and is still firing 15,000 people because apparently record profit isn't profitable enough. > Some random guy in Florida sold his entire house in 5 days using ChatGPT. No real estate agent, no commission, no experience. Just vibes and a $20 subscription. > A man in Australia cured his dying dog's cancer with AI after every single vet told him there was nothing left to do. Built a custom vaccine from his couch. > The guy who created Uber and left 300,000 taxi drivers broke is back. Building robots now because apparently ruining one industry wasn't enough. > Tinder wants access to your camera roll. Your drunk photos, your 3am notes app meltdowns, your deleted selfies. They're calling it a "vibe check." > Naval, the man who made hundreds of millions investing in software, just said software is dead. Four words and the entire industry felt it. > And Anthropic removed the limit on how long their AI can think and then doubled everyone's usage for free. Because when the product is addictive enough you give the first taste away. All of that happened today. Not this week, not this quarter. Today. A random Saturday in March. This is worse than you being on meth.

@GosparDaniel With this kind of growth, it actually doesn’t matter. Buy-and-burn will take care of everything

Hope liquidity backs it and more investors come

Longer than some of you have been on X

The $XNET growth train keeps rolling

I may have to make one of these :)

Way to go @fractalsdotfun and @bigshaan !

@incubator @solana @CoralOS_ai @fractalsdotfun @TradeNeutral @solomon_labs @0xspout Awesome! Congrats @fractalsdotfun

Solana Incubator Cohort 4 kicks off this week! Selected from 100s of applicants, these teams are driving adoption of @Solana with onchain infra, finance, & AI-native apps: 🟣 @CoralOS_ai 🟣 @fractalsdotfun 🟣 @TradeNeutral 🟣 @solomon_labs 🟣 @0xspout Introducing Cohort 4 🧵