Tim Chae // 팀채

also @wemby is already the best player in the league and he's 3 years from his ceiling. chills.

what's the O/U on the number of championships between Spurs and OKC over the next decade? is there another team barring crazy injury luck/timing that can realistically contend? just happy next decade will be run by two of the smallest market teams in the league (24th and 26th).

@MatthewBerman biggest anchor that existing companies have to figure out is the human to human decisions/convos/comms still being the culture of their org. AI frontier cos just starting out today don't have to deal with it.

Surprised he said only 30% more productive tbh

"The winner of the AI race will not be the company with the smartest model. It will be the company that is most effective at making the local hero—the teacher, the accountant, the community leader—ten times more powerful. Because in the end, intelligence travels through systems, but adoption travels through people." @heysakina on what she learned growing YouTube internationally and what it means for the AI race: a16z.news/p/the-sovereig…

@terronk I don't disagree with anything you said on the 2nd paragraph, but if ABTC's own press release as a publicly listed company is to be believed, their installed hashrate would make it true regarding "2%" of the global hashrate.

Someone told Eric Trump that every day his facility mines 2% of the world bitcoin supply and he believed them. I guess I’m less worried about a Trump dynasty now? Clearly every grifter is going to take advantage of these fucking morons until there’s nothing left.

don't disagree. but also a "float" issue. not enough rewarded to the ones who do to make it create pressure to others. interesting dynamic I never would have thought about are the working level of some institutional LPs who themselves are graded and incentivized on the quarter by quarter marks

@tchae …. well, nothing to be gained except trust and reputation ;) (those might matter down the road)

seems like the entire VC industry needs to take a harsh look at valuation policy (not just CEOs) VCs, LPs, auditors, board members are *ALL* guilty of a collective “valuation hallucination” (and it still continues to this day, 4 years after Q1/22 SVB collapse) we need more innovation in VC secondary markets — something like the private market equivalent of “shorting” VC-backed companies and funds.

Software agents can self-improve via self-play RL Introducing Self-play SWE-RL (SSR): training a single LLM agent to self-play between bug-injection and bug-repair, grounded in real-world repositories, no human-labeled issues or tests. 🧵

@Bsunter the favorite in my household is pineapple

@tchae I probably couldn’t tell its pear just by tasting.

Making BBQ Kalbi short ribs tonight. Thick cut. I usually put at least one exotic ingredient in the marinade. Before I used Kiwi. This time I'm using grated pear. Got the idea from Roy Choi.

Among many weird things about AI is that the people who are experts at making AI are not the experts at using AI. They built a general purpose machine whose capabilities for any particular task are largely unknown. Lots of value in figuring this out in your field before others.

We're launching Lightfield today. It's a CRM designed for founders going zero to one—shaped in the past year by hundreds of founders who took a bet on us and now use it daily, and a waitlist of 20,000 more. When starting out, it takes countless hours of talking to customers to figure out what works. From day zero, Lightfield builds and updates itself from your unstructured conversations with customers. It becomes your customer memory: helping you execute deals, communicate without missing details, and understand patterns across your business. It's free to try. Would love to hear what you think: lightfield.app

@dcblocher @BeenThereCap @MartinShkreli prolly the biggest reason tbh lol

@tchae @BeenThereCap @MartinShkreli Or just gambling

My chart of the day. Wow. Sure, I knew Korean retail investors had become *a* factor in pumping the meme stocks and no-revenue wishco stocks. But not *this big* of a factor. Korean trading volumes in U.S. markets have exploded. 1/3

@rnenrdsmnt fascinating cycles seen via many behaviors of this globally maturing late stage capitalism structure we are all living in

@tchae Ironically this is what's causing the KRW's slide (in part) koreatimes.co.kr/economy/202511…

People are turning against a system they never actually experienced. The conditions Thiel describes aren’t the result of capitalism working too well. They’re the result of capitalism being slowly replaced by policy-driven scarcity. Student debt didn’t rise because markets ran wild. It rose because government guaranteed the loans. Housing didn’t become inaccessible because property rights failed. It became inaccessible because zoning boards, permitting regimes, and “planning authorities” restrict supply by design. Wages didn’t stagnate because capital exploited labor. They stagnated because taxes, inflation, and regulation drag wealth creation down while inflating the cost of living. So the resentment is real. The generational break is real. But the target is misplaced. People are losing faith not in capitalism, but in a system that wears capitalism’s language while operating as coordinated political control. Ownership was throttled, not by markets, but by policies that prevent individuals from accumulating and applying capital. If you remove those restraints, opportunity expands. If you double down with more control, you get collapse. The question is not whether people will rewrite the system. The question is whether they’ll recognize which system failed.

@NBATopShot TS: tim

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1/ A repatriated Korean worker from the Hyundai-LG battery factory secretly wrote a detention diary about their 7-day experience in ICE custody in Georgia. The worker says ICE officers mocked them with words like as "North Korea" and "Rocket Man" despite holding a business visa.

@MatthewBerman do you have a go to set up for this or just using the native dictate option on a given chat interface?

Typing is slow. Speech is the closest to how quickly humans think. That's why I am increasingly bullish on Voice as the ultimate UI for humans x AI. Plus, you can speak even when on the go, driving, etc.

@TonyW ❤️

Last night in my dream you ran so fast I could not catch you. I think that was your way of saying it was time to let go. Now go chase all the squirrels, eat all the peanut butter, and sleep to your heart’s content. We ❤️ you Lucy. Good girl 2008-2025