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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.
Circles: Create your own money...?
Launched by Gnosis
https://x.com/aboutcircles/status/1925174902140944847
Lmarena.ai: $100 mil seed round by a16z
Goal: Open, neutral, community-driven platform
Architecture
• For every prompt users get 2 answers
• User votes on which is better - and the model will be revealed
• A little bit like PageRank, pitting the models against one another
• Platform showcases a leaderboard that shows the models' scores
Questions
• Won't there be user fatigue if they have to consumer twice the data
• What's the business model, why is it worth a $100 mil investment
https://x.com/lmarena_ai/status/1925241333310189804
Beyond the Data Crawl: How the AI Data Landscape is Evolving
https://x.com/etherary/status/1925392528754229617?s=46&t=ywALktyM5ZCyt-zigN5Big
https://cdn.openai.com/business-guides-and-resources/identifying-and-scaling-ai-use-cases.pdf
Читать полностью…
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
Grok with Live Search function
https://x.com/xai/status/1925244461875175616
Series of videos on RL for LLMs
https://www.youtube.com/watch?v=Z_JUqJBpVOk&list=PLs8w1Cdi-zvbUan-KlgwKN2CycndyKXXS
JUST IN: $50,000,000 worth of Bitcoin shorts liquidated in the past 60 minutes.
@WatcherGuru
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