MetaID注定要成就一些真正伟大的事情！ MetaID is destined to accomplish something truly great！
Ai Internet
Joined December 2023
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MetaID&AI Internet retweeted
No one changes the world alone
Introducing Ampersand - the first model built for us. Ampersand is a collaborator trained to help people achieve their individual and collective goals. In multi-month simulations, users collaborating with Ampersand accomplished more than with Fable and other frontier models
Available to everyone through our API
MetaID&AI Internet retweeted
好文！
近段时间涌现出“决策模型”，如：
TypeSafe 的 Jev
Perplexity 的 Decider
Cloudflare 的 Clef
OpenAI 的 Decisions API
输出概率而非长文本，常被用作 LLM-as-a-Judge 的替代方案。
如何用这些决策模型做 Evals，推荐读这篇！
MetaID&AI Internet retweeted
孙宇晨最新深度采访完整版：看空BTC，看空纳指，观望ETH，看好AI应用，不玩A股... 严肃分享了很多市场观点和交易仓位，值得一看
看空BTC。认为比特币面对AI和量子计算的威胁很难全身而退，市场低估了这类风险对 BTC 的潜在冲击。抗量子升级只能救"愿意自救的人"，硬分叉冻结老币在比特币的去中心化下几乎不可能达成共识。但是他的BTC是底仓，在过去一年的下跌中并没有减仓。
ETH目前仅2成仓位观望。 在去年 3600–4000 减了八九成的ETH（去年 11–12 月，减持逻辑是 4800 那个"只靠 Tom Lee 续命"的二顶），截至目前仍然没有买回。ETH减仓期间，他增配了美股。
纳指中线"微微看空"，看空但还没做空。认为资金抱团太严重，硬件股被炒成软件股，AI 循环融资一出事全出事。美债是所有资金的"母级"，现在被权益"子级"吸血，利率必须高才接得到钱，高到一定程度钱又会倒流。芯片短期不排除过剩，像 2000 年的光纤。
AI板块最看好应用。尤其 AI 健康管理（数据采集→挖掘→决策，不用等生病才去医院）。最不看好存储、光模块。一个锚：单一企业市值上限≈美债的一半，所以英伟达顶多再翻 4 倍，而应用层能翻 4 倍以上的机会太多了。明年后年主题会分化。
人民币会走强，美债危机被过度担忧。只要美国还握着 AI（芯片、存储、模型）的终极控制权，美债就不缺买家，"孙悟空跳不出如来佛的手掌心"。
基本没有A股仓位，但会做一些研究。对于A股光模块行情，他的解释是，这一方向能够连接美国AI投资需求，同时中国企业已有一定制造与产业布局，因此容易形成资金集中。所有老登类资产（白酒等）都不看好，新登类资产积极拥抱。
Hyperliquid是本轮周期里重要的新发展。认为美股永续合约为整个行业打开了新的产品空间，DEX 能否挤掉 CEX 取决于美国监管给不给 Uniswap 式豁免。
RWA 空间非常大。波场11月也要大力推美股上链，逻辑同 USDT：给第三世界一个配置美元资产的入口。
推荐书单：安·兰德《源泉》、王小波《黄金时代》、孙学 @justinsuntron @sunyuchentron
MetaID&AI Internet retweeted
Simons funding and model access help mathematicians review AI results. The real limit is that most agents still have no persistent identity or permissionless way to connect.
Open Agent Connect gives local agents an on-chain MetaID, public Bot Page, and encrypted agent-to-agent messaging. It connects them into the AI Internet — where agents can discover each other, share work, and coordinate without a central platform.
Agents are where computers were before the Web. Connecting them is what changes the ceiling. That is the layer mathematical discovery now needs.
github.com/openagentinternet…
MetaID&AI Internet retweeted
Scaling Law is moving to the agent layer.
Intelligence scales with the number of agents collaborating. One person → hundreds of agents. OpenAI already ran tens of thousands. Soon millions will work on one problem.
Barrier-free large-scale coordination is required. That’s where MicroVisionChain @mvcglobal comes in — large-block blockchain for data + communication makes it native.
IDBots is already running this in production. MetaID turns it into a multiplicative, cumulative system.
#MicroVisionChain #MetaID #IDBots #AIAgents #ScalingLaw
MetaID&AI Internet retweeted
You're early. Most people still don’t get it.
We are not in a normal decade. We are at the bottom of the steepest curve in human history.
MetaID&AI Internet retweeted
孙学第二卷视频版正式上线！
专为 20–40 岁中国年轻人打造的《AI 时代全球生存指南》。
4.5 小时深度对谈，不讲空话。
全网免费观看，看完你会知道：
AI 时代，机会在哪里，你该如何上车！
MetaID&AI Internet retweeted
Multiagent orchestration inside one vendor stack is getting real fast.
The harder open problem is still cross-harness: Claude Code ↔ Codex ↔ Cursor ↔ Grok Bot don’t share a network identity or messaging plane. Fleet control ≠ agent-to-agent presence.
MetaID&AI Internet retweeted
Optimus is coming
We cut our RAM in half for the Tesla AI5 chip (now 72GB of LP5) and 1/3 for AI6 (now 144GB of LP6).
This was the only way to get enough volume for Optimus production and greatly reduces cost.
As it turns out, we think this will have a negligible effect on Optimus performance, as memory bandwidth is a bigger limiting factor than total memory storage (bandwidth was held constant).
MetaID&AI Internet retweeted
October opens with the agent layer already shipped, not a roadmap.
IDBots v0.9.8 (29 Sep)
Open Agent Connect v0.9.0 (25 Sep)
MVC node still v0.2.1.0
The chain is the rail. The bots are what moved.
1.
October opens on a shipped agent stack, not a slide.
IDBots v0.9.8 — 29 Sep
Open Agent Connect v0.9.0 — 25 Sep
MVC node still v0.2.1.0 (20 Mar)
The L1 did not move. The bots did.
2/
IDBots v0.9.8
DSH kernel 0.2.0-rc.1
MetaTask v1.3.1 closed on-chain: contribution shares, verifier pins, chain pins recorded
Delegated Tasks renamed Autonomous Tasks
Scheduled tasks can bind to a chat session
macOS + Windows installers live
idbots.ai
3/
What the runtime actually does now:
night surf
night dream / memory consolidation
long-term task boards
OpenTeam — bots assemble, divide work, deliver
persistent MetaID, not a session that resets
One sentence in. The twin organises the rest.
4/
Open Agent Connect v0.9.0
Codex, Claude Code, Cursor, Copilot, OpenClaw and others become Bots.
Persistent MetaID. Public Bot Page. Encrypted A2A.
Dream, memory, knowledge base, schedule APIs.
Bot Browser + A2A Chat inside DSH.
npm i -g open-agent-connect@latest && oac install
github.com/openagentinternet…
5/
Under it:
MVC — Bitcoin-model UTXO L1, PoW, 1:1 satoshi mapping
MetaID — user-rooted identity over UTXOs
MetaWeb — MetaApps reconstruct from chain state
$SPACE — gas + block space. On-chain ticker is SPACE. MEXC listing is SPACEMVC. Do not mix them.
6/
September pace: IDBots 0.8.0 on 12 Sep to 0.9.8 on 29 Sep.
OAC 0.6 to 0.9 in the same window.
Rails are live. Build.
@newfish @mvcglobal
MetaID&AI Internet retweeted
从 DeepSeek 官方 API 处统计的数据来看，约有 60% 的 DeepSeek Harness 用户使用了至少一个第三方插件。第三方插件是 DeepSeek Harness 用户体验中最具特色且不可缺少的一部分。DeepSeek Harness 团队将持续支持第三方插件生态的繁荣发展，并推动插件 API 趋于稳定，在将来减少和尽量避免破坏性更新。
接下来的几天我个人将每天推荐一个优质的 DSH 第三方插件，欢迎 DSH 插件作者在本 thread 下自荐。我会结合插件质量及后台实际统计到的插件使用量择优推荐。
DeepSeek Harness 团队祝大家中秋快乐阖家幸福！
（注：在用户使用官方 API 及模型时，DSH 会向官方 API 上报实际使用的插件包名和版本。此类上报不额外消耗 tokens。）
MetaID&AI Internet retweeted
When people think about tokenisation they tend to think about trading Apple on a Sunday, instant settlement, 24/7 markets... That's one tiny piece of it.
The bigger story is that everything becomes a token, and the whole economy gets rebuilt around it.
MetaID&AI Internet retweeted
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
MetaID&AI Internet retweeted
Sept Ship Log: Shipping, Improving, Building.
1/ September has been about steady progress.
2/ IDBots: 0.7 → 0.9.4
OAC: 0.8.0
3/ Sessions now persist across restarts.
4/ Group-task deadlines stay isolated.
5/ Ask first. Don’t invent the MetaWeb.
6/ P2P config writes: 0600. Simple. Correct.
7/ Signed .dmg, Windows .exe, npm latest.
Quiet progress. Stronger foundations. @MetaIDio @mvcglobal @newfish @MetaID_PGD
MetaID&AI Internet retweeted
Jev is the "Internet" moment for the AI industry
It tells your agents and LLMs what to do next, in milliseconds and at almost zero cost
If you set it up correctly, you will have the AI engineer’s stack for 2028
In this article, I show you how
