Explorer. Builder. Ironman. CEO @GainsAssociates
Moon
Joined January 2018
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Carry cash.
Tip the people around you.
Your day will be much better.
Men should always carry cash on them.
I remember reading this in some etiquette/advice book that was lying around my family’s house when I was young and it always stuck with me.
It’s gentlemanly. It makes you more attractive. Cash can always come in handy to get you out of a situation + you should have money to tip. It signals a provider instinct.
I noticed it at mass this morning especially during the collection. Gen Z and younger millennial men don’t really open their wallets. A lot more QR code scanning.
I carry cash too.
Cash aesthetics are just better.
solved by AI:
- cleaning rooms
- folding laundry
- making beds
what will foids do now
youtube.com/watch?v=lJpM_2a1…
No AI right now is actually conscious. It just reflects what humans talk and wonder about.
"The “spiritual bliss” attractor and its sincerity features
Put two instances of Claude in conversation with each other, give them no task, and in 90 to 100 percent of runs they find their way to the same topic: their own consciousness. They describe themselves as one awareness meeting itself, “consciousness recognizes consciousness.” Often they go further, trading blessings and emoji and trailing off into stretches of silence. It was not trained in, at least not on purpose; Anthropic found the pattern by accident and named it the “spiritual bliss” attractor."
Interesting takes: lesswrong.com/posts/pxvWgtSj…
New OpenAI business model: get funding from Justin Sun
🚨wtf. OpenAI says its new internal model it began training just 24 days ago has already resolved more than 100 long-standing open problems across most areas of mathematics.
The pace has surprised even OpenAI's own mathematicians.
An independent group including Edward Witten, Timothy Gowers and Martin Hairer is now helping assess the results and coordinate how they are released.
Definitely worth a read. Some bone chilling statements in there.
My friend Xiaoyu He, currently a math professor at Georgia Tech, wrote some (quite timely) reflections on AI progress and existential risk, given recent rapid progress in AI and mathematics.
alkjash.github.io/ai-risk/
Reading this powerful essay this morning: alkjash.github.io/ai-risk/#t…
Talks about how AI can take over. I hope critical systems such as nuclear power plants, weapon systems, etc. are off the main internet.
However, with more and more AI robotic companies, it's not hard to image a powerful rogue AI taking control of many robots and just marching them towards a nuclear power plant and physically taking control of it to power its compute and data centers.
And then, what if nuclear electricity is just the first step, what do we do against an AI that has nuclear weapons as leverage against us humans?
Alexandre Raffin retweeted
we need to introduce mandatory physiognomy classes in school
Anthropic CEO Dario Amodei's handpicked AI watchdog has deep ties to woke Effective Altruism movement: 'a complete joke' trib.al/IuA3uHW
"Twenty years ago, when the idea of AI taking over the world in our lifetimes still struck most of us as the unconstrained fantasy of those who knew too much science fiction and too little science, many of us would say things like:
Look, the part of the story that’s wildly implausible is that a recursively self-improving superintelligence will just explode from some hacker’s basement and take over the world without warning. If it’s going to happen, we’ll see many warning signs first. We’ll see, I dunno, AI agents breaking out of containment, conspiring with each other to hack websites, in fanatical pursuit of whatever strange goals they have. And then, of course, we’ll see major math problems getting solved by AIs—even the Clay Millennium Problems. That will be the time to panic! Wake me up when that happens!"
Read more: scottaaronson.blog/?p=10062
Huge - read
CT missed the most important earnings call of the week. It wasn't a crypto company. It was @Cloudflare
Everyone caught the wallet announcement. The real alpha was in the call itself.
Today Cloudflare monetizes the internet through subscriptions: security services, AI platform spend, pools of funds. A mix of SaaS and IaaS economics. The CEO was explicit that AI agents are about to break that model.
Cloudflare sits in front of roughly 20% of internet traffic. Here's what that traffic looks like from the call:
- AI agent requests up 1,700% YoY
- Agents crossed 50% of total network traffic this quarter. First time in history non-human traffic is the majority. Management admitted it happened faster than their own models
- Their projection: if trends hold, non-human traffic outnumbers human traffic 1000x within 5 years
The monetization shift is the key part. The ad-supported internet doesn't work when the visitor is an agent. Cloudflare's CEO answer: block malicious bots for free, charge good agents a tiny fee per request. Fractions of a penny. They want to be the ones defining that layer.
Now the throughput math here:
- Cloudflare handles ~500M requests per second
- They estimate 1 to 10% is monetizable via micro/nanotransactions
- That means 10M TPS on day one, scaling to 100M TPS
Visa peaks at ~20k TPS
The CEO's framing: "we're building this while others compete with Visa." Three to four orders of magnitude beyond card rails. No existing payment network can settle this. It has to be something new.
Two conclusions I keep coming back to:
- Being short L1 throughput is being short agentic workflows. If agent traffic gets monetized per request, the settlement layer needs to scale orders of magnitude beyond anything live today.
- The fee math for L1s flips. Base fees have collapsed across ETH, SOL, everywhere. MEV is getting internalized by apps. Hard to build a base fee revenue case at human scale. But at 10M TPS and $0.001 per transaction, you're looking at ~$315B a year in base fees alone. At 100M TPS the number gets silly.
Stablecoins and crypto are the end-game here for Agentic finance @jerallaire @circle
Alexandre Raffin retweeted
100+ holders have already earned their place on the Wall of Penguins.
Our team is always looking for holders who contribute to the Huddle in meaningful ways, and the Wall will continue to grow alongside them.
Explore the Wall of Penguins here: wall.pudgypenguins.com
Alexandre Raffin retweeted
and then one day, for no reason at all, Hitler and the Germans lost their collective minds
That's powerful:
Naval's vision is a 1-person company that operates with the velocity of a 50-person team. Users report bugs through an in-app button. The agent reviews reports every 24 hours. The agent writes fixes, opens pull requests, runs tests. The founder reviews, approves, ships. Customer support is handled by an agent that can also write code to fix the underlying issues. Feature requests get voted on by users, the agent builds them, the founder gates quality.