Co-Founder & Co-CEO Giant Swarm · NeoNephos Governing Board · Nerd Show Co-Host · Serial Entrepreneur · Agentic & Cloud Native

Cologne, Germany
Joined September 2009
Oliver Thylmann retweeted
Same.
when i have really dumb questions i'll ask chatgpt or gemini because i don't want claude to think i'm stupid
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Oliver Thylmann retweeted
Today Yuga Labs launches Mudwater, Physical BAYC trading cards with onchain twins. Every digital item is a Solana NFT backed by a real sealed pack in a vault. 1/🧵
🤖 Made with AI
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I just claimed 12 Mudwater packs! That's 120 cards waiting to be revealed. Let's see what I pull. @BoredApeYC
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But now it is 11 years late instead of 8. but it can do shit that it will never be able to do outside private property.
They really just got on stage and said this newly designed 4000+ pound car can do flips and go half the speed of sound (380+mph) and will ship in 2028. This is a prank, right?
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Sehr gut geschrieben … bester marketing Stunt seit langem
Solo voy a decir un par (o tres) de cosas sobre el Tesla Roadster que vimos ayer. Primero: aquello ha sido un stunt publicitario. Y uno absolutamente magistral. Así que, cuando volváis a leer que Tesla no gasta en publicidad, acordaos de anoche. Como ejercicio de imagen de marca, demostración de capacidades técnicas y generación de atención mediática, probablemente sea más potente que tener un equipo oficial de carreras en prácticamente cualquier campeonato del mundo. Y eso tiene un mérito indudable. Segundo: si en 2017 pagaste una reserva por un deportivo eléctrico 2+2 descapotable, prometido inicialmente para 2020, nueve años después te anuncian que tienes que esperar otros dos (¡ONCE AÑOS!) y la gran estrella de la presentación es un monoplaza que salta, gira en el aire y aterriza mediante propulsores. Que no es precisamente lo que habías reservado. Es como ir a un restaurante, pedir muslo de pollo, esperar tres días y que el cocinero aparezca con una nueva carta para anunciarte que va a servirte sardinas... Las quieras... O no. Eso sí, unas sardinas que vuelan. Y mientras los teslabros aplauden la audacia de su mesías, hay un par de cuestiones técnicas que conviene recordar. Una cosa es hacer saltar un coche en una exhibición y otra muy distinta comercializar un vehículo capaz de realizar vuelos controlados. En ese segundo escenario entramos en el complejo territorio de la certificación aeronáutica: FAA en Estados Unidos, EASA en Europa, requisitos de aeronavegabilidad, autorizaciones operativas y licencias o habilitaciones de vuelo según corresponda, que ya están afrontando las decenas de start UPS que andan intentando vender "drones personales de vuelo". Un follón monumental que no se resuelve simplemente homologando el coche para circular por carretera. Y luego tenemos los ventiladores que succionan aire bajo el vehículo para generar carga aerodinámica incluso estando parado. Una tecnología fascinante que ya hemos visto en otros deportivos experimentales (McMurtry), pero cuya aplicación a carreteras abiertas plantea problemas bastante evidentes: polvo, gravilla, piedras y todo tipo de porquería que puede terminar siendo expulsada hacia otros usuarios, hacia tu propio parabrisas... Resolverlo no es trivial. Dicho todo esto, como ingeniero, lo que vimos ayer me parece una genialidad. El despliegue tecnológico, la capacidad para resolver desafíos de física aplicada y el factor molonidad son indudables. Y, como herramienta publicitaria para demostrar de lo que son capaces sus ingenieros, me parece sencillamente extraordinario. Seguramente más eficaz que gastarse una fortuna compitiendo en carreras. Pero como analista de esta industria, y conociendo el historial del personaje, me parece un mal chiste para quienes llevan casi una década esperando el coche por el que pagaron una reserva. Musk sigue prometiendo y prometiendo, entregando una fracción de lo anunciado, y ahora nos presenta como gran revolución un producto cuyo valor diferencial comercial, más allá del factor WOW y del ejercicio de demostración tecnológica, es cuanto menos discutible. Porque una cosa es ser capaz de hacer algo técnicamente extraordinario y otra muy distinta que tenga sentido convertirlo en un producto comercial. Y no conviene confundir ambas cosas. Hablaremos de todo ello, con bastante más profundidad técnica, en el videocast de PowerArt y en próximos shorts (y si queréis, hasta un largo). Porque hay mucha ingeniería interesante que desgranar detrás de lo que vimos ayer.
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Elon Musk just pulled a great marketing stunt for a useless tech to merge Tesla and SpaceX and now watch for an accelerated vesting discussion on his huge options plan at Tesla, if it is not already in there because who would have bought Tesla 😂🤷‍♂️
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At this point the whole EU Inc negotiations are so lost in the details that everyone forgot the main goal: Creating a standard. Basically, allow founders to raise quickly globally and use stock options to hire competitively. Let’s say it quite clearly: 1) If EU Inc isn’t providing a standard it’s useless. We already got 30+ legal entities in Europe. Experienced founders use Delaware Inc already because of this. 2) If EU Inc doesn’t fix stock options Delaware Inc is still the better option. I understand the there are complex details and people are worried about loopholes. But you can’t lose the actual goal of it because of it. An EU Inc that doesn't provide a standard is pointless. Nobody will care about intricacies of compromises reached in political committees if the market can't use the outcome. If you are in contact with your political leaders (prime ministers, presidents, et al) please reach out to them. Or to founders/investors in your network who might have that access. 🔥🇪🇺✌️ xitter.cf/euinc_petition/status/…
Europe’s founders need a European standard to compete globally from day one. Europe’s leaders committed to delivering one. But their teams are negotiating away the very things that make it one. There is still time to change course if Europe's Heads of State step in now.
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Oliver Thylmann retweeted
My advice to all C-Level: know the details of everyday operations. With AI, talk to your data, talk processes. AI is your window into what is actually going on. Stop that strategic bs. If you don't know your company, you are not good at your job.
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Oliver Thylmann retweeted
Tommi ❤️🤍 #effzeh
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Important item by Satya : “In other words, we need to separate the supply of intelligence from the authority over it.”
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Oliver Thylmann retweeted
6 years in stealth Let that sink in That was hell of a bet 👏
After six years in stealth, Atomic Machines is out. Our mission: on-demand, universal command of matter. First beachhead: the Matter Compiler, an AI-native manufacturing system that builds working micro-machines from code alone. No per-product tooling. No process development. Different code, different machine.
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Oliver Thylmann retweeted
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Oliver Thylmann retweeted
We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks: Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better: Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better: Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better: Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work! In summary: - As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding. - Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.
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Oliver Thylmann retweeted
Marco Rubio: Iran is run by "religious fanatic lunatics" who "make policy decisions on the basis of pure theology" Meanwhile:
Hegseth: "Today, at my direction, I'm establishing the Office of Religious Affairs. It will report straight to the top -- a direct line to the secretary ... as Psalm 33:12 extolls us, blessed is the nation in which God is the Lord"
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Oliver Thylmann retweeted
they named it that because after 4 prompts all your tokens Argon
Replying to @Google
Gemini 4 Argon is our next era of frontier intelligence. It shows significant improvements across benchmarks, setting a new state of the art for real-world long-horizon software engineering tasks.
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Oliver Thylmann retweeted
Super fun.
Duo-Man offers the complete walkman experience on the iPhone Duo. Open the Duo to pick and 'insert' the cassette, Close the Duo to start listening. Yes, I actually recorded the button clicks and static noise from a real Walkman! It was fun making this at @bitrig hacks today.
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Oliver Thylmann retweeted
Interesting
Ok I just read through vitalik’s paper and if the vision he outlined is executed the implications are absolutely insane especially for the app layer. The paper is basically Eth’s plan on how they will enable computation off chain with Eth verifying the result (ensuring computation occurred and what it did etc etc). Now what this means is the definition of “onchain” itself changes, because instead of every part of an app having to execute inside a smart contract you can push a huge amount of complexity elsewhere and still inherit ethereum’s guarantees, this really does open up a huge amount of design space especially for DeFi. For example with lending you could have really sophisticated systems analysing collateral, liquidity, borrower behaviour and market conditions offchain, with multiple solvers or execution systems competing to produce the best outcome, like the cheapest liquidation route, best refinancing rate, best collateral swap or best way to match borrowers and lenders all while the protocol only accepts outcomes that satisfy its rules. So basically a lot more of the smart stuff behind a financial product can happen outside the smart contract, while Eth still acts as the final layer that checks the rules were followed and makes sure the money moves exactly as it should. The MEV implications here are quite interesting too because more economic activity happening before settlement means more value moves upstream into who gets the information first, who computes the best outcome and what gets presented to Eth. But the thing I’m most bullish on is what this does to the TAM of Eth just because this vision means ethereum doesn’t have to be fast enough to do everything itself it just has to be able to verify everything that matters. And that’s an enormous difference. It’s literally a world computer.
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Oliver Thylmann retweeted
Peter Thiel just said America’s deficit era is ending. His argument: once interest rates stopped being zero, the West’s model of big welfare states, already-high taxes, and large deficits stopped being sustainable. There are only three choices left. 1. Massively cut spending 3. Massively hike taxes 3. Keep kicking the can down the road For close to 20 years, the answer has been #3. Ever since the 2008 crisis, we’ve just been borrowing more and more money. The result is a fiscal trap that arithmetic, not ideology, is now closing. Think exploding interest costs crowding out everything else. Trust funds running down. No slack left for the next shock. A country that used cheap money to delay every hard choice. The numbers already show the can is getting heavier: > FY2026 deficit already $1.4 trillion through 9 months and on track for $2T or more > Total federal debt around $40T, roughly 123% of GDP > Annual interest now over $1T Then he added the part people usually skip: “My intuition is we’re close to the point where that ends, and then you’re going to be pushed to a very non-centrist solution of either socialist levels of taxation or some really tough austerity measures.” Zero rates made centrism look possible. Higher rates make it look like delay. It seems America’s real fiscal problem may not be starting the spending. It’s refusing to admit the cheap-money version of kicking the can has an expiration date.
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