Stefan Cohen

INTERVIEW: The CEO of @Cloudflare thinks "we are on the cusp of a golden age of content creation" ....because AI Agents + Stablecoins can shift the internet from an ad-based business model, to direct monetization Cloudflare is working on their $NET stablecoin in order to make the robots pay Episode out Monday, Early access out today!

@hosseeb @udiWertheimer same

@udiWertheimer We're still gigalong ETH

Ethereum is the Microsoft of crypto.

Excited to continue our partnership with @variational_io

The internet is breaking - very quickly our biometrics will become more important to assert humanness

Huge congrats @turnkeyhq. The internet needs verifiability and Turnkey provides horizontal infrastructure to support it!

@cdixon congrats Eddy, well deserved!

@cdixon huge congrats!

"Where is the real Alex?" At the @worldnetwork livestream, multiple deepfake versions of @alexblania joined a Zoom, until proof of human verified the real one. Blania: "We really need to know on the other side who we're talking to."

well put - strong agreement

I've been practicing vipassana meditation (goenka lineage) for many years now Recently, my friends and I have found much more joy and consistency when we sit together So we converted part of our office into a place for NYC friends to come and sit with us We do weekly 30min-1hr sits. If you'd like to join one, just DM me!

1/ Natively tokenized @galaxyhq shares are now available on @Kamino’s Superstate Market. Eligible ex-US investors can bring shares onto @solana through Superstate and use them as collateral to borrow stables. The real shares of a major public company have entered DeFi.

@CrusoeAI 🤝 @Microsoft crusoe.ai/resources/news…

proof of human is an imperative for society

1/ Proof of Human is becoming increasingly critical. In the limit democracy and human agency depend on it. But building Proof of Human is unexpectedly challenging. FaceID doesn't prevent one person to fabricate human presence for thousands of AI agents. Government ID based Proof of Human is a surveillance risk and only 1b out of 8 billion people have verifiable IDs. An anti-surveillance and effective Proof of Human that actually empowers people requires new technology [paper linked in thread] 🧵

@nikitabier @justalexoki For iPhone you can use apple’s app attestations to insure that the tweet was typed from a smartphone. This only works for iPhone iOS, but it could be a cool experiment in proving that a human wrote a tweet.

@justalexoki Apps cannot access Apple’s FaceID API. You can only technically access it via passkeys, but FaceID is optional in that case. The only true way to verify that a human is present is a Face Liveness scan that immediately deletes. Instagram already does it and so do many other apps

optional face id to verify your twitter post before sending it is actually not a bad idea

@shiraeis this all tracks

ok so my theory that ashkenazi judaism was an unintentional eugenics program for a trait cluster that overlaps heavily with autism and adhd but isn't exactly either clinically: talmudic scholarship is different from normal scholarship. it's recursive pattern extraction across massive corpora, exception-finding, holding contradictory interpretations in working memory while searching for reconciliation, basically what we'd now call hypersystemizing. gematria (assigning numerical values to letters and finding "meaningful" correspondences) is literally recreational combinatorics with religious characteristics and for ~40 generations (~800-1600 CE), the marriage market explicitly rewarded this. the shidduch system matched talmudic prodigies with wealthy families' daughters. functionally, it's assortative mating for systematizing ability with direct reproductive consequences. meanwhile occupational restrictions pushed ashkenazi jews into finance, trade, medicine, which are all high cognitive load niches where the same traits would be advantageous the cognitive profile this produced is wild and lopsided. verbal IQ highest of any group, mathematical also highest of any group, but spatial ability decidedly not. that's a specific phenotype being selected hard the result: 0.2% of world population, 22% of all nobel laureates (110x base rate), ~30% of fields medals, 41% of economics nobels but here's where it gets interesting. i don't think this selected for "intelligence" as a clean construct. i think it selected for a trait cluster that overlaps heavily with what we now diagnose as autism and adhd, a cluster including intense pattern recognition, ability to hyperfocus on abstract domains, and reduced sensitivity to social consensus when it conflicts with logical consistency the genetics support this. the TBCB gene mutation linked to autism has a carrier frequency of 1:80 in ashkenazi jews vs 5:100,000 in the general population. in israeli studies, jewish children's ASD referral rates are 6x higher than bedouin-arab rates, and high-functioning autism specifically is dramatically more prevalent (29.6% vs 2.6%) baron-cohen's hyper-systemizing theory of autism finds that parents who score high on systematizing are more likely to produce autistic children, which is literally what the shidduch system was optimizing for across a millennium of closed gene flow it's probably not selecting for autism or adhd as clinical entities. it's more that the underlying trait distribution got shifted. the same alleles that in certain combinations produce clinical autism/adhd, in other combinations produce the kid who argues with the rabbi for six hours about a single line of talmud and then grows up to win a fields medal personally, i come from a lineage of rabbis dating back to 1400s lithuania so i'm basically a heritage breed at this point lmao

signing up for erebor, pretty refreshing a bank that uses passkeys

As AI continues to commoditize software, venture returns will go from bits to atoms - and vc as an asset class will experience an inverse, going back to what it was invented for post World War ll: technically hard, capital intensive, and important ideas solving humanity’s fundamental problems. That decade gave us Intel which designed silicon chips, Genentech which pioneered gene editing, and Sun Microsystems which laid the ground work for the modern internet. I believe we are marching towards what will become the most critical time of technology inflection, where the future will look at today with awe, just like how we admired the heydays of the Roman Empire.

capex intensity, regulated industries, physical world and network effect businesses benefit from automation and have durability in the current technology paradigm