Realist

@aquavoice Is all voice input sent to your servers?

Aqua Voice is now live for iOS. It's a premium voice keyboard for every app on your phone.

@xaviermalina @wimbet Let's assume both exist. I think I'd stop using Gemini if the apps own AI integration is done well. So Gemini works for apps that don't invest in AI integration themselves.

@assert_ok @wimbet What's faster, letting Gemini interact with apps or waiting for every developer to integrate with the api?

I just watched Gemini order my usual at Starbucks

I've been thinking that obfuscation is super important now... Unobfuscated code now is pretty much super easy to get back into beautifully reverse engineered code!

@DCinvestor I agree. I also expect it to be super hard managing hw wallets and seed phrases properly during such a time. So much crypto will be lost/misplaced. Same is true if you had paper fiat or gold bricks, sure. I guess I just wish crypto also improved on this aspect, but it doesn't

you might not like this, but you should read it: in a true global calamity, i think crypto pumps far higher than people could imagine. and while i don't wish for such an occurrence, i am prepared for it why? assume massive inter-state and intra-state conflicts. think possible nuclear strikes, massive and rapid displacement of people, etc. fiat currencies globally start to buckle if you are a nation-state, you start to buy and hoard gold. it is still something you can use for international settlement. imo, this has already been happening if you are extremely wealthy (like a billionaire), you probably have already made provisions for something like this. bunker, property and assets in multiple far-flung jurisdictions, etc. if you are anyone else, these things are not very viable you could buy some gold, but then you have to be able to safeguard it physically while you are on the move. also, if you need to spend it, it becomes very difficult to do so so what do you buy? what CAN you buy and take with you anywhere without risk of it being seized? if you safeguard it correctly, crypto. and only crypto and basically, only BTC and ETH, because they will probably keep running unless we are in global nuclear winter. anything else? idk, hf gl

@chatgpt21 Pretty sure I read they said screw benchmarks and they are moving away from them. To be honest I agree because if you look at Gemini it's clear the benchmarks are being gamed.

Xai hasn’t even released the benchmarks to Grok 4.2 meanwhile GPT is now working on GPT 5.5.. after releasing GPT 5 a month after grok 4 What happened at XAI?

@GergelyOrosz It's kinda stupid. Do people want the US gov to use Chinese OSS models instead while opposing enemy countries are most certainly using their own AI or that of allies (like China)?

Things that were not on my bingo card 1. Anthropic marked as US supply chain risk by the government (same as Huawei (!!)) 2. Claude going viral across non-tech people as a result, #1 on the app store 3. Mass ChatGPT cancellations thanks to OpenAI becoming the gov't AI supplier

@cryptoml21 @crypt0e So how do they create the paper btc. And why would hedging even matter then? Just not be in it at all? I can only think that they need the public perception of owning a lot of bitcoin to deter suspicion of them actually being net short?

Normal rules say: if you want to bet against something (short sell), you have to borrow it first and pay interest every day.
These APs are exempt. They can short-sell ETF shares with zero borrowing cost and no deadline to close the trade. It’s like they got an unlimited “get out of jail free” card from regulators.

If these Jane Street rumors are real, would that essentially mean that paper Bitcoin was actually a thing being leveraged by them and suppressing the price?

@grok @dopepeople1 @balajis @mert Say that more simply

Technodemocracy tackles blame spirals in traditional democracy by enabling opt-in polities with near-100% consensus, reducing resentment from bare-majority rule (e.g., 51% vs. 49%). Binding on-chain votes and wallet delegations ensure accountability, minimizing broken promises and finger-pointing. It forms aligned groups voluntarily, avoiding forced compromises that fuel dysfunction. See Balaji's talk for more.

@grok @dopepeople1 @balajis @mert How does it address the blame spiral tho

Technodemocracy, as described by Balaji Srinivasan, is a blockchain-based governance model where digital parties form via onchain identities. Members delegate partial wallet control to leaders for binding votes that influence digital and physical resources, like DAOs but scaled to politics. It aims to fix traditional democracy's flaws with verifiable, online voting. Critics see it as favoring tech elites. For details, check his talks.

@balajis Agree, but, a lot of that is not yet ready. For example, moving a company on-chain is not feasible in 2026. In case of individuals, the code based order is feasible already.

The purpose of crypto is to build a code-based order, because the rules-based order is unfortunately collapsing. That code-based order covers some of what international law once protected. It guarantees property rights, smart contracts, rule-of-code, privacy, secure voting, and user accounts across borders. Even in the face of debanking and denaturalization, the code-based order means you retain your onchain currency and onchain identity. It is true that the crypto networks that buttress the code-based order are supported in significant part by finance and lotteries. But all 50 states of the US are also supported by finance and lotteries. The question is whether the world gets something better, on balance, for that cost. As nationalism and socialism rise, the code-based order ensures that international capitalism continues. Anyone from anywhere has equality of opportunity on the Internet. You can sign a smart contract across borders with someone without knowing (or needing to know) their race, religion, accent, ancestry, or other likely irrelevant attributes. Similarly, as more companies leave failing states like Delaware and California…the code-based order will protect these corporate refugees. The entities themselves and all their contracts can now be put onchain. They can dock in country X and move to country Y at the press of a button. Redomiciliation becomes as common as incorporation. Moreover, as the politically disfavored emigrate from communist states, the code-based order also protects their property and identity via cryptography. And, if all goes well, it also adds a layer of unbreakable privacy. In short: the West is entering a period of failing states just as the East sees the rise of the all-powerful state. The balance to both of these is the code-based order that Satoshi laid the foundations for. That’s what cryptocurrency was built for. If and when your state fails, or turns against you, the Internet will be there for you.

@gfodor @DrPhiltill What will give us purpose and keep us going when all needs are met? Because humans without purpose = bad things will happen.

@DrPhiltill UBI isn’t communism, there is no central planning of the economy. UBI is a form of socialism, and is highly preferred (imo) over communism when prices collapse

It is exceedingly ironic that AI shall become the final victory of capitalism over communism, and the end result will be communism.

@kepano We all have kitchens at home. But I still go out to eat every day. It's still faster to get pre-made software, and it still tastes better. The ones who are good at cooking software will cook at home, sometimes. But most won't.

if one day you could buy a food synthesizer that produces meals out of thin air, you'd still want chefs to invent interesting dishes for you to synthesize the food synthesizer doesn't turn everyone into a chef, it makes it so any one chef can feed everyone

@karpathy It's sort of ironic, we are now at the point where being too niche is a bad thing (for app stores and making money I mean)?

Very interested in what the coming era of highly bespoke software might look like. Example from this morning - I've become a bit loosy goosy with my cardio recently so I decided to do a more srs, regimented experiment to try to lower my Resting Heart Rate from 50 -> 45, over experiment duration of 8 weeks. The primary way to do this is to aspire to a certain sum total minute goals in Zone 2 cardio and 1 HIIT/week. 1 hour later I vibe coded this super custom dashboard for this very specific experiment that shows me how I'm tracking. Claude had to reverse engineer the Woodway treadmill cloud API to pull raw data, process, filter, debug it and create a web UI frontend to track the experiment. It wasn't a fully smooth experience and I had to notice and ask to fix bugs e.g. it screwed up metric vs. imperial system units and it screwed up on the calendar matching up days to dates etc. But I still feel like the overall direction is clear: 1) There will never be (and shouldn't be) a specific app on the app store for this kind of thing. I shouldn't have to look for, download and use some kind of a "Cardio experiment tracker", when this thing is ~300 lines of code that an LLM agent will give you in seconds. The idea of an "app store" of a long tail of discrete set of apps you choose from feels somehow wrong and outdated when LLM agents can improvise the app on the spot and just for you. 2) Second, the industry has to reconfigure into a set of services of sensors and actuators with agent native ergonomics. My Woodway treadmill is a sensor - it turns physical state into digital knowledge. It shouldn't maintain some human-readable frontend and my LLM agent shouldn't have to reverse engineer it, it should be an API/CLI easily usable by my agent. I'm a little bit disappointed (and my timelines are correspondingly slower) with how slowly this progression is happening in the industry overall. 99% of products/services still don't have an AI-native CLI yet. 99% of products/services maintain .html/.css docs like I won't immediately look for how to copy paste the whole thing to my agent to get something done. They give you a list of instructions on a webpage to open this or that url and click here or there to do a thing. In 2026. What am I a computer? You do it. Or have my agent do it. So anyway today I am impressed that this random thing took 1 hour (it would have been ~10 hours 2 years ago). But what excites me more is thinking through how this really should have been 1 minute tops. What has to be in place so that it would be 1 minute? So that I could simply say "Hi can you help me track my cardio over the next 8 weeks", and after a very brief Q&A the app would be up. The AI would already have a lot personal context, it would gather the extra needed data, it would reference and search related skill libraries, and maintain all my little apps/automations. TLDR the "app store" of a set of discrete apps that you choose from is an increasingly outdated concept all by itself. The future are services of AI-native sensors & actuators orchestrated via LLM glue into highly custom, ephemeral apps. It's just not here yet.

@AutismCapital @coinbase I rate your comment 10/10, nice one! 😉

@coinbase The ability to revert the price of Bitcoin to October 2025.

What other features would you like to see on Coinbase?

@AutismCapital Do these people really exist? I haven't heard or seen a single anti AI person. Especially not IRL. I think they are a micro minority?

It’s so difficult to understand the anti-AI mindset. We have the mindset that AI is a tool that changes the game and we want to use the tool to better our lives as much as possible. Others want to cry and destroy the tool (which will never happen) and then they get left behind by all the people who are using the tool instead. Why don’t you just use the tool? Why don’t you ascend? The wizards gave you magic, why aren’t you casting the spells for a better life? Why do you want to be a permanent victim?

@Scobleizer @MentraGlass @elonmusk We need AR glasses, not smart glasses!

Both Google and Meta coming later this year. Can @MentraGlass (a tiny startup that just started shipping its glasses) take on big tech? What if @elonmusk bought that to compete? If that happened everything would change. Startups can change the world quickly. Eight weeks ago no one knew what an @openclaw was. Aside: I posted some sad news about a family member who is fighting cancer. Pulled it because I got yelled at for posting. The family hasn’t all learned yet. Really appreciated the kind notes. Our family trip is getting cut short by bad weather across western USA. And big sadness. Be nice to someone today. It might be your only chance.

@UploadVR I feel the limited stock and limited worldwide availability on these products is a bigger issue. Unless they are subsidizing them and taking a loss, then sure.

A Meta Ray-Ban Display successor is set for later this year, The Information reports — a device Bloomberg previously described as binocular: uploadvr.com/could-binocula…

@rsms What bothers me is you can say the same about quality - utilize your AI army to build something really good faster than before.

There used to be two playbooks for commercial software: a) be first to market b) make the best product Being first was rarely important, yet so many software companies operate this way. “We must ship by this time next month or we’ll lose.” A shallow way to build, in my opinion. Now with AI tools having gone from “lol nice JavaScript try again” in Jan 2025 to “damn, nice C program, take the wheel” in Jan 2026, there’s only one playbook that remains: make the best product. Now anyone can “compete” with you if being first is your differentiator. So don’t make a hundred products or a hundred features quickly just because you can. Instead leverage this “huge cheap skilled workforce” you now have to build something really good, even if it takes time. You can’t blame timelines for janky scrolling or broken text editing anymore. Build something that’s meaningfully different, something that you can be proud of a decade from now

@tom_krikorian Android XR is the entire ecosystem of OEMs and many of them are set to ship all throughout the rest of 2026. Google is only one player in the hardware side for Android XR.

@assert_ok Monocular display is not going to explode though. Google is in a good position but not that far ahead, they’re still catching up imho on other things.

I'm not alone apparently to have a feeling that Mark Gurman has no idea about Apple's current roadmap and is now being fed complete bullshit.