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07 Jun 2025 00:42

A thread on sqd - decentralized data access for autonomous AI

Question: what is the differentiating factor between data platforms? Almost feels like it's a BD game where you have to gain critical mass in terms of the no. of projects putting their data on you

https://x.com/atterX_/status/1930985753070178482

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07 Jun 2025 00:30

Unpacking the Stablecoin Sandwich

Highlights the infra for stablecoins and use cases

https://www.bedlamresear.ch/posts/sandwich/

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06 Jun 2025 02:39

Risk Tokens: Economic Security in AI Safety

This is interesting - increasing the cost of generating an answer when the prompt triggers 'dangerous portions' of the model

https://www.michaeldempsey.me/blog/2025/06/02/risk-tokens/

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06 Jun 2025 02:10

Decentralized Training Flywheel

https://x.com/afurgs/status/1930775891598274667

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05 Jun 2025 15:06

Morpho is on Revolut

https://x.com/morpholabs/status/1930595545565044950?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 16:58

Some analysis on Loudio post token going live

https://x.com/jinglingcookies/status/1930278019329077674

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04 Jun 2025 16:20

Dripster: Launchpad turning GenAI-designed products into physical goods

Good play if they are able to collaborate with big brands

https://x.com/capradavis/status/1929936792742179049?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 16:05

What are intents

https://x.com/fishmarketacad/status/1930248193679470901?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 13:28

Friends are saying I have ADHD

Oh no

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04 Jun 2025 06:23

InfiniFi

New protocol with stablecoin yields

https://x.com/infinifilabs/status/1929948318542500190?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 06:21

Packy McCormick’s interviews

Any topics you wanna learn about - it’s probably there

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04 Jun 2025 06:16

The $Strategy Strategy Proliferation

https://x.com/breed_vc/status/1929905224908480729?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 06:01

Upshift: democratizing institutional DeFi

https://x.com/aelkrief/status/1929964525341515996?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 04:42

Robotics Config Management Is a Mess. Fix it with Miru.

https://mirurobotics.substack.com/p/robotics-config-management-is-a-mess

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04 Jun 2025 03:25

Jupiter BDing richest kid in Europe

https://x.com/jup_uplink/status/1929892013790408795?s=46&t=ywALktyM5ZCyt-zigN5Big

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07 Jun 2025 00:37

a16z: The State of Consumer Tech in the Age of AI

I agree with
• Apps are not yet capturing the social and sharing behavior

I disagree with
• AI may have higher quality business models - I think the power law will still reign, and it will be the top 5% paying to keep it free for the remaining 95%
• Viral consumer growth leads to enterprise adoption - I believe ToC and ToB applications will look quite different
• Consumer discretionary spend is shifting to software - This won't be for long once AI penetrates most of our lifes, we will be reliant on real, social, human experiences that remind us our real lie, and these won't come in the form of software

The idea I found most interesting is the LinkedIn networking sharing one at the bottom
- There's a lot of opportunities to include a lot more metadata and use that to match-make individuals in forms other than dating - could be hobby, work etc.

Quite interesting to see that a couple of the ideas suggested are very niche - not sure how scalability looks like

https://x.com/venturetwins/status/1931013590259314690

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06 Jun 2025 04:02

Elon arguing with Trump

Anduril raises $2.5b at $30b

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06 Jun 2025 02:23

Uber is considering to use stablecoins

https://beincrypto.com/uber-ceo-khosrowshahi-stablecoin-payments/

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05 Jun 2025 18:48

wow Circle

https://x.com/trustlessstate/status/1930667634887938158?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 17:02

Decentralised.co: Beyond Stablecoins

https://www.decentralised.co/p/beyond-stablecoins

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04 Jun 2025 16:55

Where is Voice AI Working

https://x.com/omooretweets/status/1930276643551228378?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 16:15

Brief overview of Giza’s autonomous capital management on Morpho

https://x.com/gizatechxyz/status/1929904765321740626?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 15:46

Big Idea #5: Decentralized Training

https://x.com/0xprismatic/status/1930243900712857786?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 06:25

Yields available

InfiniFi mechanism

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04 Jun 2025 06:22

The Third Epoch of AI: Decentralizing the Training Stack

https://x.com/chakra_ai/status/1929908058911576483?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 06:20

https://x.com/packym/status/1929895135220789340?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 06:05

Superform Whitepaper

https://github.com/superform-xyz/whitepapers/blob/main/superform_v2_whitepaper.pdf

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04 Jun 2025 04:45

https://x.com/nicoleshsing/status/1929217404619673873?s=46&t=ywALktyM5ZCyt-zigN5Big

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04 Jun 2025 04:41

The Shape of the Essay Field

Good guide on how to write

https://paulgraham.com/field.html

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04 Jun 2025 02:45

Looks cool but there's hardly any information at all on what it entails