Akasha(Inter/acc)

1.3K posts

Akasha(Inter/acc)

Akasha(Inter/acc)

@Sky201805

Cryptopunk and meditator. Intersubjective thinker. Symbiotic AI Builder. Cofounder of Advaita Research(Hetu), Avinasi Labs and Paramita VC. Tsinghua and MIT.

Singapore Katılım Mayıs 2018
122 Takip Edilen89K Takipçiler
Akasha(Inter/acc) retweetledi
ChaosChain
ChaosChain@Ch40sChain·
“The piece of infrastructure enterprises will wish they captured from day one is agent action exhaust: what each agent did, what outcome it produced, and what it cost. Without it, you’re doing forensic reconstruction. With it, you route from evidence.” Our founder @_sumeetc at @AgenticSummit in NYC
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Hetu
Hetu@hetu_protocol·
The new generation of Web3 infrastructure is reshaping the boundary trust relationship between participants. Traditional Internet and centralized scientific research systems rely on institutional credit and third-party endorsement, which inevitably brings problems such as opaque rules, centralized monopoly and high trust costs. Decentralized protocols replace institutional trust with cryptographic trust, realizing trust minimization in all links of computing, data and collaboration. All network behaviors are executed according to open and transparent underlying rules, without the intervention of centralized institutions, and all contribution behaviors and value flows can be traced and verified. This trust revolution is reconstructing the basic production relationship of Web3. It enables open, free and credible collaborative production in the fields of intelligent computing and scientific research, and becomes the core underlying support for the evolution of the next-generation intelligent digital economy.#HETU #Setu #TrustMinimization #DecentralizedTrust #Web3Evolution
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Akasha(Inter/acc)
Akasha(Inter/acc)@Sky201805·
@thedankoe Corollary: any field gated by psychology has less competition than its skill ceiling implies. Hard fields with easy psychology stay crowded. Easy fields with hard psychology stay open.
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DAN KOE
DAN KOE@thedankoe·
Yes, anyone can build anything now. We know. But it wasn't that hard to do before. You execute a series of steps toward a goal. The problem is psychological. Most people will still fail to start, and even more will fail to iterate. Your competition isn't as large as you think.
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Aubrey de Grey
Aubrey de Grey@aubreydegrey·
I'll be speaking at LifeSummit 2026, Berlin, May 29–30. 100+ speakers. 3,000 attendees. A full expo floor. CME-certified — 12 points in 48 hours for physicians. One of the best longevity events of the year - see you there!
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Akasha(Inter/acc)
Akasha(Inter/acc)@Sky201805·
Studying gives you priors. Building gives you posteriors. Steps 4–5 aren't roadblocks — they're the only data you actually own. Everything before is rented from someone else's experience.
DAN KOE@thedankoe

How to master any skill fast: - stop studying - outline a project - start building it - hit a roadblock - figure out how to overcome it - repeat 4 and 5 for the rest of your life Most people don't get past 1, the rest spiral into complacency after 4.

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Akasha(Inter/acc)@Sky201805·
This is the exact inflection point I’ve been sensing. @nathanmccauley and @Anchorage turning “Agentic Banking” from concept into infrastructure is quietly profound. Agents aren’t tools anymore — they’re becoming sovereign economic actors that need native identity, programmable trust, and autonomous capital rails. Most legacy systems still treat agents as glorified human proxies. The real leap is building money and banking layers that are intersubjective by design: verifiable, inheritable reputation, zero-friction settlement, and on-chain provenance that agents can actually reason over and transact with at machine speed. Hetu’s work on the Deep Intelligence Money stack is aimed squarely at this future — giving agents not just wallets, but economic subjectivity. Extremely bullish to see traditional finance players starting to build the on-ramps. The agentic economy doesn’t arrive through hype. It arrives through protocols like this.
Nathan McCauley ⚓@nathanmccauley

x.com/i/article/2051…

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indigo
indigo@indigox·
Anthropic、Blackstone、Hellman & Friedman 和高盛宣布成立一家新的 AI 服务(JV)公司,该公司将与各行业的中型企业合作,将 Claude 应用于其最重要的运营环节。OpenAI 几乎同时宣布与 PE 财团合资,做类似的服务公司,采用 Palantir 的 FDE(驻场工程师)模式👀 为什么不找 Accenture/Deloitte 这种本来就有客户关系和实施能力的公司? 1. 因为 PE 自己就是最大的客户聚合体:Blackstone 全球被投企业 ~250 家;Apollo ~200+ 家;TPG / Brookfield / Bain Capital / Advent 各有几百家 portcos。 2. JV 拿到的是"对所有 PE portfolio company 的优先销售权",一笔交易等于打开几百家中型企业大门。PE 一边拿到 JV 股权(contract 收益),一边在自己 portfolio 里推 AI 提升 EBITDA(退出估值)。激励完美对齐——这是 PE 最擅长的"自家系统内套利"模式。 3. 中型企业 AI 部署的最大瓶颈不是技术,是说服 CIO + 走 procurement + RFP——12-18 个月。如果 PE 直接告诉 CEO "用这个,加 EBITDA 5 个点,估值多 30%"——周期会被压到几周。 另外,这是一个资本结构 + IPO 估值架构的设计: FDE 服务业务毛利率 30-50%(Palantir 的 services 段),跟 SaaS API 的 80%+ 毛利率有 30-50 个百分点差距。如果 Anthropic 自己 in-house 做 FDE,整个公司的毛利率会被摊薄——等到 IPO 路演时,市场会按"软件 + 服务"的混合 multiple 给估值,而不是"纯软件"。差别可能是 10× revenue vs 25× revenue——按 Anthropic $ 50B 营收预期,是 $ 500B vs $ 1.25T 估值的差别。 Anthropic IPO 路演时,Dario 可以站着说"我们是纯软件公司,毛利率 80%,给我 25× revenue"——同时 JV 已经在地面跑 FDE 抓 mid-market 收入。这是给一级和二级市场各讲一个最有利的故事的双轨结构! OpenAI JV 是 Anthropic JV 的 6.7×($10B vs $1.5B)。但 Anthropic JV 有两个独特参与者: - Goldman Sachs:OpenAI 名单里没有任何 IB。GS 可能在 Anthropic JV 里有更深的角色,这是 IPO 承销暗号?或者是 enterprise client 网络? - Sequoia Capital:OpenAI 名单里没有 VC。Sequoia 一般不和 PE 共同投资。它在这里说明它把这个 JV 当战略基础设施而不是金融投资。 Anthropic 选择更窄、更战略;OpenAI 选择更宽、更资本密集。这跟两家在 frontier model 战略上的差异是一致的——Anthropic 一直更"挑客户、做窄而深";OpenAI 一直更"all-out, all-comers"。 2026 年的前沿 AI 公司不再只是模型公司——它们正在用 PE 资本和 Palantir 模式把自己改造成"高 margin 软件主体 + 独立服务子公司"的双层结构,为 IPO 路演前后量身定制✨
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Akasha(Inter/acc)
Akasha(Inter/acc)@Sky201805·
Reflection is overrated. Memory is wrong. Attribution is wrong. "Rationality" is mostly your subconscious's defense lawyer—and the smarter you are, the better the story it tells. Every decision is a probability bet. No sunk cost, no final verdicts. Update the model. Then act. #AI #anthropic
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Akasha(Inter/acc)@Sky201805·
In the rising wave of the agentic economy, AI agents are poised to become core economic participants. They require payment, identity, reputation, provenance, and verification systems that are natively designed for them—built on cryptographic primitives and running autonomously on-chain—rather than simply retrofitting the legacy infrastructure of the human era. However, the vast majority of today’s blockchain and payment infrastructures are still designed with “human users” as the default. They overlook the unique demands of AI agents, such as ultra-high speed, full autonomy, batch decision-making, and seamless cross-chain coordination. As a result, agents struggle to engage in truly frictionless 24/7 economic activity. This is precisely where Loka.cash, which I lead, comes in. We are not building yet another agent tooling layer. Instead, we are creating a native intersubjective economic layer purpose-built for agents—empowering every agent with a verifiable on-chain identity, inheritable reputation scores, autonomous payment channels, and zero-knowledge proof-based provenance systems. This enables genuine agent-to-agent trust and seamless value flows at scale.
Katie Haun@katie_haun

x.com/i/article/2050…

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Akasha(Inter/acc)
Akasha(Inter/acc)@Sky201805·
Stablecoin isn't the killer of cross-border payment. It just compresses the settlement layer. The real unlock in LATAM isn't faster USD rails — it's when value starts flowing along intent, not corridors. Remittance is a trust problem dressed up as a settlement problem.
Claudia@0x_claudia

Everyone doing payment, fintech or programmable money is talking about stablecoins and LATAM remittance right now - but after building in local with my team I found some common wisdoms don’t work at all. Here’re all the notes that combined all the data from my regional growth test and talked to local payment experts, communities, builders. FYI

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Hetu
Hetu@hetu_protocol·
Realised vs unrealised gains per alpha position is the kind of data subnet stakers have been waiting for. Clean execution @taostats. Token-level visibility today. Agent-level verifiability next — that's the full stack.
taostats τ@taostats

-We have just pushed a massive dashboard portfolio update to allow: -- individual asset tracking with accurate earnings data on each asset -- alpha APRs on earning where the data allows -- delta on each and every alpha buy -- realised versus unrealised gains dash.taostats.io/portfolio There is so much to digest here that we will do a dedicated Spaces on it next week on Monday. But please go play.

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Akasha(Inter/acc)
Akasha(Inter/acc)@Sky201805·
TL/DR Don't time tops, wait for the 5-DMA break Hardware leads, software follows Domestic substitution is the long-tail trade The cycle isn't over until the trend says so. 📈
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Akasha(Inter/acc)
Akasha(Inter/acc)@Sky201805·
The numbers back it. Institutional forecasts: domestic chip usage rising from <30% today → 60%+ in the coming years. The pull-through effect on the entire supply chain? Massive.
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Akasha(Inter/acc)
Akasha(Inter/acc)@Sky201805·
With AI, industry analysis has been democratized. Anyone can pull first-hand financial data in seconds. So I'll skip the chart walkthrough and share a few takes on the AI trade 👇
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