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Évaluer les projets, élever les innovations 🚀
Edmonton
Joined March 2023
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Alex Shattered retweeted
🚨LOOK: Hedera highlight how they are emerging as a trust layer for the coming AI agent economy. $HBAR
Hashgraph Online and GoDaddy are building open standards that let AI agents prove their identity and actions using @hedera.
With 100B+ AI agents envisioned, trusted infrastructure could become essential.
Alex Shattered retweeted
The Institutional Token Map ↓
Payment Rails
→ $XRP : cross-border bank settlement
→ $XLM : remittances and issuance
Enterprise Base Layers
→ $HBAR : hashgraph, hedera council
→ $CSPR : casper 2.0, upgradable contracts
→ $ADA : research-first governance layer
Sovereign & Permissioned
→ $CC : institutional privacy l1
→ $ALGO : post-quantum falcon accounts
→ $AVAX : permissioned institutional l1s
Interoperability & Middleware
→ $QNT : chains into legacy systems
→ $LINK : oracles, ccip and cre
Regulated Assets & RWA
→ $XDC : iso 20022 trade finance rails
→ $POLYX : compliant security token chain
Supply Chain & Machine Data
→ $VET : dual-token supply tracking
→ $TRAC : verifiable knowledge graph
→ $IOTA : move l1, machine-to-machine
Institutions don't buy narratives. They buy rails that already work.
Alex Shattered retweeted
all neoclouds rent out gpus, and gpus are the most expensive part. it feels like the other parts like the land, power, and building itself would cost more as they feel so large but for a 1 GW data center, it’s said that the gpu servers cost almost 2x as much as everything else combined
neoclouds have different ways to go about this. a pretty stark difference is the nebius model and the coreweave model
- coreweave doesn't own many data centers. they rent space. their customers have paid ~15–25% of what they owe for the contract upfront
- nebius owns some data centers and rents space too. ~70% of the deals it signed recently included upfront payments. for large deals, these payments covered a much larger amount (50–60%) of what it needed to build clusters
this comes down to needing to borrow $. nebius doesn't have to borrow much money because their customers can fund most of it. and, since they own land and power, customers are probably more comfortable paying (even if they know the cluster hasn't been built yet).
neoclouds have different financing models, yet clearly both nebius and coreweave are doing great!!
(though if demand stays this high, neoclouds may have to rethink how they do financing)
Alex Shattered retweeted
So many Smart Money wallets...
But who is worth your attention?
Introducing Smartcrush, a dating app style swiper for scouting Smart Money on Robinhood chain
- Swipe on 20 Smart Money every 4 hrs
- Evaluate by greatest multibaggers
- As well as win rate and realized P&L
- Maintain roster of up to 10 nerds
- Break up with underperformers
- Review signals often for trade ideas
- Powered by @nansen_ai API
Built with team mates Astra, Opus, Grok and Seedance
Link to demo in reply
Alex Shattered retweeted
DTCC to Launch Tokenization Service for $114 Trillion in Assets.
Three rails sit next to it.
→ $CC : live, July 2026
→ $LINK : collateral, Q4 2026
→ $XLM : public assets, H1 2027
100+ firms in the room. One CUSIP across all of it.
Besu and Canton carry the October launch.
Stellar is the 2027 chapter.
Circle and Ondo are in the working group.
Their tokens are not in the stack.
Alex Shattered retweeted
| @QMSNetwork whitepaper is officially live
A Layer-1 built for post-quantum era
• Proof-of-useful-work
• No public-key signatures in block production
• Post-quantum finality layer
• Full EVM compatibility
• Path for quantum hardware to join
#QMSWhitepaper
The QMS white paper is now live.
It outlines the network we’re building: a layer 1 for the post-quantum era, featuring proof-of-useful-work consensus, no public-key signatures in block production, a separate post-quantum finality layer, EVM-compatible execution, and a path for quantum hardware to join the miner network.
The final section covers how we plan to roll these pieces out progressively over time.
Full white paper: docs.qms.finance/whitepaper
Alex Shattered retweeted
WHAT IF THE MARKET IS COMPLETELY WRONG ABOUT AI?
The AI podcast of the year dropping on
October 3. 🎙️
Our panel:
Gary Marcus @GaryMarcus
Julien Garran @MacrostrategyP
Ed Zitron @edzitron
Jack Gamble @JG_Nuke
George Noble @gnoble
Alex Shattered retweeted
Jensen Huang: America Needs Open Source to Win AI... Because Open Source Lets Every American Win
@JensenHuang:
“In the last six months, $400B of venture funding went into AI-native companies. 80% of them use open models. If not for open models, how could they build their dream?
Because their dream could be different. Obviously, it'll be different than the frontier labs' dreams.
America has so many different ways to innovate. That's one of our core strengths. Great ideas just coming out of the fountain, and so open models enables that.”
@friedberg:
“Does it matter if the open models come from China or the US?”
Jensen:
“Probably the vast majority of the world's contribution to open source today is coming from China.
They just have a lot more engineers. They contribute to open source today.
We download Linux, we download Kubernetes, we download all the software.
A lot of it has been touched by (the) Chinese, and once you download it, it's yours.
We fork it, we improve it, we make it ours.
And so when you download one of these Chinese models, it just happens to be made by some really great researchers in China, but it's now yours.
If we want to win the AI race, it's not about a few technology companies winning the AI race.
It's about every company in America, every industry, every researcher, every teacher, every student, every startup, everybody wins.
Some of them will use closed models. A lot of them will use open models.”
$NVDA
------------------------------
Thanks to our partners for making this possible!
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: research.socialcapital.com/a…
Alex Shattered retweeted
Infosys, whose banking platform supports 1.7 BILLION accounts, is partnering with Chainlink.
It can help banks connect their existing systems to blockchain markets using $LINK infrastructure.
Swift, UBS, Mastercard, DTCC, now Infosys.
I don’t think people appreciate how deep Chainlink is getting into global finance.
Alex Shattered retweeted
Tokeniser CCO Matt Mills walks through the end-to-end journey of a fund manager 💫
Alex Shattered retweeted
we have been saying this for a long long time
agentic commerce requires machine-native payment rails
there is no stronger technical foundation for that economy than #Sui
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/…
Alex Shattered retweeted
The interesting part is not simply the AI model.
It is what the system refuses to assume:
• perfect connectivity
• English fluency
• sophisticated devices
• prompt engineering
The constraints are not obstacles.
They are part of the architecture.
Alex Shattered retweeted
Over 110 TPS on Algorand mainnet right now 👀
Actually, it's still easy work for $ALGO, which has already been battle-tested multiple times at 10k+ TPS (even reaching 15k TPS!)
Best part: 100% valid transactions counted ✅
Alex Shattered retweeted
🚨 SCIENTISTS JUST CREATED BATTERIES POWERED BY LIVING BACTERIA!
What sounds like science fiction is becoming reality. Scientists are developing tiny batteries that generate electricity using living microbes. As the bacteria break down organic material, they release electrons that can be captured and turned into power.
The technology is still in its early stages, but it could one day power sensors, medical devices, and remote equipment without traditional batteries. The biggest mystery? Some of these systems can even generate energy from ordinary soil.
It may not charge your phone yet, but it could change the future of clean energy.
Source:
Fraiwan, A., & Choi, S. *Bacteria-Powered Battery on Paper*. Biosensors and Bioelectronics.
Lee, H., & Choi, S. *An Origami Paper-Based Bacteria-Powered Battery*. Nano Energy.
ALT 🚨 SCIENTISTS JUST CREATED BATTERIES POWERED BY LIVING BACTERIA! What sounds like science fiction is becoming reality. Scientists are developing tiny batteries that generate electricity using living microbes. As the bacteria break down organic material, they release electrons that can be captured and turned into power. The technology is still in its early stages, but it could one day power sensors, medical devices, and remote equipment without traditional batteries. The biggest mystery? Some of these systems can even generate energy from ordinary soil. It may not charge your phone yet, but it could change the future of clean energy. Source: Fraiwan, A., & Choi, S. *Bacteria-Powered Battery on Paper*. Biosensors and Bioelectronics. Lee, H., & Choi, S. *An Origami Paper-Based Bacteria-Powered Battery*. Nano Energy.
Alex Shattered retweeted
Top 10 mistakes devs make with RAG systems:
1) No eval set. Shipping based on vibes, not answer accuracy, citation recall, or latency p95.
2) Treating chunking as default. 1k tokens everywhere, no overlap tuning, no structure-aware splits (tables, headers, code).
3) Bad retrieval filters. No tenant isolation, no time ranges, no doc types. One customer’s data leaks into another’s context.
4) Missing indexes in the vector DB. No metadata indexes, slow hybrid search, full scans at 99p when the corpus grows.
5) No connection pooling + no backpressure. Embedding/retrieval calls stampede downstream APIs and melt your rate limits.
6) No cache strategy. Re-embed identical content, re-rank the same top K, re-run identical queries. Costs scale with traffic, not change.
7) Prompting instead of grounding. Asking the model to infer facts that were not retrieved, then acting surprised by hallucinations.
8) Ignoring token budgets. Stuffing 30 chunks into context, truncating the most relevant one, then blaming the embed model.
9) Weak retries/timeouts. One slow reranker blocks the whole request; retries amplify load; no circuit breaker or fallbacks.
10) No observability. You don’t log query, retrieved doc IDs, scores, context size, model version, and user outcome, so you can’t debug regressions.
Alex Shattered retweeted
Predict the news. Every market on our board ships with a short AI brief on why it's priced where it is. 20 live setups across 9 topics right now. Read one 👉 predict.bsc.news/insights
Alex Shattered retweeted
All-In Summit: Bending Spoons CEO Luca Ferrari
-- Buying product-market fit > building product-market fit
-- How $40,000 left over from a failed startup became the seed capital
-- How a business can run better after most of the staff is gone
-- Why traditional PE can't run Luca's playbook
-- Europe’s overlooked talent pool
++ much more!
(0:00) @luke10ferrari joins the Besties!
(1:56) Crashing an AI startup, the $40,000 restart & buying product market fit
(4:59) The in-house tech stack, shrinking the teams & the 10 out of 10 standard
(9:55) Debt as an accelerant, what happens if rates rise & who else is bidding
(14:58) Inside the deal desk: what gets acquired, why they don't build & the founder question
(20:22) Building a tech giant out of Milan, Europe's talent pool & the outsider advantage
Alex Shattered retweeted
Salesforce and Nvidia built Koa, a reasoning model trained on synthetic data, not customer data, to cut token costs versus routing to Claude or ChatGPT. Task-specific beats general-purpose.
#AI #Fintech
ALT Salesforce and Nvidia's new reasoning model is everything the AI labs should fear | TechCrunch