-
Sharing what I read. Spans across different crypto verticals and sometimes macro too. Happy to discuss if you are keen on the same topics too! 🍪🥛 NFA. Views are my own. I’m just a cookie.
Had the time to go through everything in this report. Some notes below:
1a. Actuation is the Bottleneck - China leads this stack but linear actuation and hybrid designers are growing. While the scaling limit appears to be cognition for some (i still lean data as there are some very large hurdles for 'real world' deployment), the reality is that the ability to build these smart clankers are not on US soil.
1b. The stat that stood out to me was '90% of Unitrees suppliers are within hours of Hangzhou, and as i touched upon it before this means China's actuators ecosystem can just interate faster and recover from supply shocks more quickly. The tight clustering is a compound advantage no Western startup has today. SO THERE IS A BIG OPPORTUNITY FOR US YANKS to support and enable the US focused companies of today/tomorrow.
2. When it comes to sensors, the edge is in software fusion and control latency. Teleops with ultra low latency networks allow for labor arbitrage. Where im still thinking through is where are the government subsidies (Elon <> Tesla via Energy) come to mind to actually scale the development/manufacturing of these bots.
3. Watts Hours per Meter = MPG. Honestly just like this framing and easy metric to bring into conversations with buidlers, investors and my parents. Long term viability requires dense battery packs, smarter BMS and efficient locomation hardware. Power is the economic gating factor here...upstream from more autonomy and even perception.
4. Software (via Data) remains the Moat - Nvidias Isaac (posted about it last week) + ROS + fleet coherence /orchestration tooling are all gunning for motion data, control loops and sim logs form the next software flywheels.
SynthID Detector — a new portal to help identify AI-generated content
https://blog.google/technology/ai/google-synthid-ai-content-detector/
Decentralised.co: The Inevitability of MEV
https://x.com/Decentralisedco/status/1925166768487879044
Difference between Kaito and Cookie.fun
https://x.com/jinglingcookies/status/1925165497529880580
Real
https://x.com/aibreakfast/status/1925134845963087974?s=46&t=ywALktyM5ZCyt-zigN5Big
zkTLS: Key to Crypto Mass Adoption
https://www.youtube.com/watch?v=tG61BCaZTQ0
Pendle: The Era of Stablecoin Expansion
https://www.modularcapital.xyz/writing/pendle
Slash: Business banking for entrepreneurs
Stablecoin on/off ramps for businesses
https://x.com/slashapp/status/1924874110376784122?s=46&t=ywALktyM5ZCyt-zigN5Big
Oh wow Gemini Diffusion is very cool
https://x.com/bycloudai/status/1924924794719334645?s=46&t=ywALktyM5ZCyt-zigN5Big
1kx | Web3 Social Graphs: Thesis
https://x.com/jakub_rusiecki/status/1924815887715987587
UITARS: AI that sees your screens, understands what's going on
https://x.com/jimmy_toan/status/1917158228963783054
Volt Capital: Designing DePIN Protocols Using Optimal Control Theory
https://volt.capital/blog/designing-depin-protocols-using-optimal-control-theory
DePIN Tokenomics Part 3: What Drives Valuations? DRNs vs. PRNs, Fundamentals, Liquidity Premiums, Scalability, and More
https://x.com/dylangbane/status/1924557995616424290
https://x.com/KoschigRobert/status/1924487889842487299
Does this future seems achievable
Let's name this robot toastie robot
1. Many many people purchase toastie robot - it's cool, it makes PBJ sandwich (maybe not, seems like it can only toast)
2. Open-source: As more people buy, the robot learns more and faster from the various environments
The Missing Loop in AI
Talking about the need for AI tools to learn subtly from user behavior, instead of explicitly asking for feedback
I think that learning invisibly helps to make the experience with AI a lot smoother and helps to retain users
Also smarter in picking up patterns, as humans themselves might not be as discerning
https://writing.nikunjk.com/p/the-missing-loop-in-ai
Cabal: AI-powered Solana news aggregator
https://x.com/cabal_dot_so/status/1924828273084612687?s=46&t=ywALktyM5ZCyt-zigN5Big
Robotics brainrot will be funny
This is giving tung tung tung sahur vibes
https://x.com/reborn_agi/status/1925167931706528151
cookie.fun invite link
https://www.cookie.fun/PZOQ0IkI
https://www.cookie.fun/AU2vlGu0
https://www.cookie.fun/UHYMDHcM
The Future of Scalability
Comprehensive landscape of web3 parallel computing
https://x.com/0xjacobzhao/status/1924766386678845539?s=46&t=ywALktyM5ZCyt-zigN5Big
The Price of Trust
https://x.com/PaulFrambot/status/1924820674817716232
Thinking about an app where you can pay to gain access to other people’s timeline
Similar to time.fun model ish
Google IO Summary
• Jules: Async coding agent
• Project Mariner: Agent in chrome extension
• Stitch: Vibe coding tool
• Flow: AI filmmaking
https://x.com/googlelabs/status/1924889047970848845?s=46&t=ywALktyM5ZCyt-zigN5Big
https://x.com/dr_cintas/status/1924898265541312864?s=46&t=ywALktyM5ZCyt-zigN5Big
DreamGen by Nvidia: Generates synthetic robot data, which when used to train robots, makes it possible for zero shot learning
https://x.com/jang_yoel/status/1924805253993488595
5 core problems with AI voice agents - everything from software to UX
https://x.com/omooretweets/status/1924487022212993414
Came across some writeups on HyperEVM
Hyperliquid Is Great, But Have You Ever Tried HyperEVM?: Overview of HyperEVM ecosystem
How Hyperliquid’s Precompile Architecture Enables Real Time Awareness: Features enabled by the architecture
Can AI Scaling Continue Through 2030?
https://epoch.ai/blog/can-ai-scaling-continue-through-2030
AUX: Getting a real time pulse of the internet through music
https://x.com/mikebodge/status/1924502285377585374
K-Scale Labs: Open-source robotics company just launched a $8,999 robot
https://x.com/lukas_m_ziegler/status/1924182285244355036
YB's thoughts on creator agent
https://x.com/yb_effect/status/1924862029132673051