coder | doodles | sui
metaverse
Joined June 2020
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It sounds not good for Meta.
> today this guy axes FAIR at Meta
> so this is a quick recap of his origin story
> and why he should not be the one
> making that decision
> Alexandr Wang, born January 1997
> age 19, drop out of MIT
> co-found Scale AI
> "what if we label data, but mid?"
> convince every LLM company that this is fine
> 2016–2023
> flood the market with barely-labeled goat photos and out-of-context Reddit takes
> call it “foundational data”
> raise billions
> valuation hits $7.3B
> everyone claps
> 2025
> sell Scale AI to Meta for $14B
> not a typo.
> fourteen. billion. dollars.
> join Meta as Chief AI Officer
> rename division to Meta Superintelligence Labs
> start saying things like “AGI by 2027” in interviews
> meanwhile, researchers:
> "the data from Scale is trash"
> models hallucinate goat facts and mislabel wheelchairs as motorcycles
> AI alignment folks are malding
> i am Alexandr. unbothered. moisturized. thriving.
> ranked #1 in Times Top Grifters of All Time
> beat out SBF, Elizabeth Holmes, and your favorite VC
> literally built an empire out of copy-pasted Amazon Mechanical Turk tasks
> mfw I labeled 4chan posts for pennies and turned it into a 14B exit
> mfw I am now leading Meta's quest for godlike AI
> mfw data quality was never part of the business model
> never bet against the grind
falconz retweeted
很多人还意识不到，MEME币的侵袭和荼毒对Crypto生态长期、可持续发展造成的损害是摧枯拉朽式的。
回望这两个周期，MEME币Fomo潮往往是调味品佐料，出现在主流技术创新和热点叙事停滞的空档期，并充当市场情绪和资金躁动的宣泄口。
但这一次不同了，MEME不再满足于配角的位置，它鸠占鹊巢，从调味品变成了主菜，从插曲变成了主旋律。
这种角色错位带来的不是繁荣，更多是灾难。
所以这轮周期，大家熟悉中的板块轮动行情没了，取而代之的是BTC生态、Solana、BSC等不同阵营的MEME Season车轮战；是马斯克和CZ等名人只言片语对注意力的疯狂榨取；是一句MEME叙事长牛对多少被浇给而不自知少年的精神麻痹。
这不是反对真正的MEME Cult梗文化，而是阴谋的、变种的“MEME”占据市场注意力的比例已经病态失衡了：
当Devs看着耗时数年打磨的产品协议，市值不及一个三天速成的土狗项目时；
当一些VC、项目方、交易所流出的大量资金从基建、应用、生态培育流向专注于生产土狗的发射台时；
当模块化、链抽象、意图架构、zkVM、AI Agent等底层创新刚有起色就被MEME币冲击的七零八落时；
当绝大部分用户发现，Crypto行业99%以上项目真相都是Ponzi的时候。他们从没看懂技术叙事主线，他们或许也不会抱怨MEME币（愿赌服输），但他们会质疑整个Crypto行业。
这种信任的崩塌如同当初ICO那波造就的刻板印象一样：“区块链都是骗局”。
而这一次，恐怕更难修复。
因为，市场连“技术创新”的遮羞布都被撕掉了，直接把“投机赌博”摆上了台面，大张旗鼓的狂欢。
试问？当Crypto彻底等同于赌场，当所有叙事都只是庄家设的局，还有谁会相信这个行业能够改变世界？
Paunch said Blondie had a great call with @burnttoast
falconz retweeted
Grayscale just launched Trusts for @DeepBookonSui and @WalrusProtocol
That’s a whole new level of ecosystem validation!
We're excited to announce two new products, the Grayscale DeepBook and Walrus Trusts $DEEP $WAL.
Built on @SuiNetwork, $WAL helps enable decentralized data management at scale, while $DEEP serves as the foundational liquidity layer for DeFi applications. 👇
falconz retweeted
I hope we make it at least to Type II
Type II: A civilization that can harness and control the total energy output of its host star, often through structures like a Dyson Sphere or Swarm (a network of satellites or structures capturing a star’s energy). This level implies mastery of space travel and colonization within a star system. Estimated energy use: ~10^26 watts.
falconz retweeted
I think the combination of @SuiNetwork, @WalrusProtocol, and Seal is one of the most consequential developments ever to happen to Web3.
This combination will enable personal data custody to slip out of corporate vaults and back into the hands of the people who generate it.
In a Sui + Walrus + Seal world, companies license information from users rather than warehouse it, slashing breach liability and compliance drag.
Data becomes a personal asset class instead of a corporate attack surface.
Time to invest China. At least 50% of your portfolio should be in China.
China and HongKong stocks start to heal from record low while US stocks drop from record high. The gap in between should not be that huge.
