art, tech, ai, culture leading comms ops @ https://xitter.cf/t.co/9meTlYfy9J - as seen in @coindesk, @decryptmedia, @theartnewspaper, @hyperallergic, @artforum, @artnet
Planet earth
Joined April 2009
- Tweets12.8K
- Following3.4K
- Followers1.8K
- Likes17.1K
Dorian Batycka retweeted
Reading Protocols by @hubermanlab, which is great. A proposed protocol to study for book 2: An observed but understudied longevity practice is dedicating a substantial amount of time over many years to art (creating, collecting, curating, etc). I meet an outlier number of the most sharp, energetic octogenarians+ in the art world (& rarely outside of it). Something about time dedicated to thinking about art seems to increase lucid health span significantly.
Dorian Batycka retweeted
Was super fun to join @MilkRoadStocks and chat @SpaceX ahead of today's earnings call. Lots of predictions & some uncommon observations in here. $SPCX is the best positioned among a new set of dominant technology firms - Spacefaring Hyperscalers. The $TSLA acquisition opens up a convergence of technologies that the market will struggle to price. All of it makes for incredible opportunity.
SpaceX could become the biggest winner of the AI boom.
@kukulabanze claims SpaceX can build AI data centers for ~$30M per megawatt and generate ~$50M in annual revenue from that capacity.
That's potentially a payback measured in months, not years.
If those economics hold, Wall Street could be massively underestimating SpaceX.
FT @LgDoucet
⏱ TIME POINTS ⏱
00:00 - Intro
01:22 - Tesla-SpaceX Merger This Week?
03:10 - How Would the Merger Work?
05:46 - SpaceX's Data Center Advantage
08:51 - SpaceX Revenue to Triple?
14:22 - Is the AI Trade in Trouble?
19:30 - AI Doomsday: Real Threat or Marketing?
25:19 - Sponsor: Suriance
26:05 - Is Anthropic Worth $2 Trillion?
29:02 - Will Slowing AI Growth Crash Tech Stocks?
31:28 - What Would Elon's Empire Be Called?
38:15 - Can AI Data Centers Work in Space?
46:38 - When Can You Buy an Optimus Robot?
51:05 - Tesla's Next-Gen Roadster Revealed
52:46 - Wrap-Up
Dorian Batycka retweeted
Cars are now doing things they aren't "supposed" to do.
Stocks are also now doing things they aren't "supposed" to do.
Make your stocks fly. Deposit them into a @Dialectic_Group Yielding Machine on Makina and let them earn yield.
Dorian Batycka retweeted
I'm joining @stabledash Live today to talk yield on tokenized stocks, agentic finance & @SpaceX with @Dialectic_Group.
xitter.cf/i/broadcasts/1OGwbnMBe…
Dorian Batycka retweeted
Stocks that just sit in your wallet are leaving yield on the table.
Put any Magnificent Seven tokenized stocks to work in vaults instead.
Live now on @base at makina.finance.
Dorian Batycka retweeted
Machine intelligence will continue to compound.
The DUSD Machine is worth a look if you want to put stables to work.
9.39% APR over the last 14 days.
Operated by @Dialectic_Group.
Dorian Batycka retweeted
The full story behind yesterday's launch.
Why the vaults exist, how the strategy works, the protocols they run on, and how to get started.
Dorian Batycka retweeted
Tokenized stocks have reached a ~$3.7B market cap, and they're becoming increasingly usable in DeFi.
@Dialectic_Group has launched seven tokenized stock vaults on @base, one for each of the Magnificent Seven, built on @makinafi and powered by @aave.
Apple, Nvidia and Tesla exposure can now support an onchain yield strategy without selling the underlying position.
The mechanism:
• Deposit tokenized stocks into a vault.
• Use them as collateral to borrow through Aave.
• Deploy the borrowed liquidity into onchain yield opportunities.
• Capture the spread between investment returns and borrowing costs.
You retain stock exposure while putting its collateral value to work.
The economics depend on that spread. Borrowing costs eat into returns, and falling stock prices increase liquidation risk, making active management essential.
For Aave, this opens another source of borrowing demand: equity holders seeking additional returns on positions they intend to keep. And, more borrowing against tokenized stocks means more revenue for the Aave DAO.
Dorian Batycka retweeted
SpaceX already has half a gigawatt of energy and several terabytes per second of connectivity in orbit.
So when does orbital compute actually show up in the margin?
@kukulabanze walks through the timeline with @SchwabNetwork.
Full interview in comments.
Dorian Batycka retweeted
The Dialectic team will be at TOKEN2049 next week in Singapore.
If you're attending @token2049 and deploying capital, building onchain strategies, or bringing RWAs onchain, reach out to @Felix_v_H.
Dorian Batycka retweeted
Vaults are becoming a core layer of the financial stack, but not all vaults are created equal.
Makina's vaults combine strategy flexibility and execution efficiency with explicit depositor protections:
▪ Vault risk managers define permitted actions and risk parameters.
▪ Vault operators can only execute actions within a pre-approved set of Instructions.
▪ Instruction-set updates are timelocked and subject to Security Council and Root Guardian vetoes.
▪ Separate execution, risk management and oversight roles limit any single actor’s authority.
Alongside custody models and permissions, transparency into a vault’s operations, accounting methodology and risk profile is essential.
Makina makes allocations, risk parameters and instruction-set updates easy to inspect, with underlying onchain data available for independent verification.
Dorian Batycka retweeted
The future of managing capital onchain has many names. AgentFi, agentic finance, agentic DeFi, DeFAI.
Call it what you want, it will change how capital is managed.
And MakinaX will be the DeFi execution engine needed to constrain agents that manage capital.
More below.
Dorian Batycka retweeted
HyperNormalisation is a 2016 BBCdocumentary by British filmmaker Adam Curtis. It argues that following the global economic crises of the 1970s, governments, financiers and technological utopians gave up on trying to shape the complex "real world" and instead established a simpler "fake world" for the benefit of multi-national corporations that is kept stable by neoliberalgovernments.
Dorian Batycka retweeted
This week’s coordinated psyop to slow down AI marks a new phase of what Adam Curtis calls ‘HyperNormalization’
This is when, as was the case in the Soviet Union, the population normalizes the fact that everything is a lie.
en.wikipedia.org/wiki/HyperN… xitter.cf/sayerjigmi/status/2099…
🚨 1/MAJOR ESCALATION: Barack Obama just told Hakeem Jeffries to make AI regulation the center of the Democratic agenda — “once you are speaker.”
The NYT story reads like a former president weighing in. Read it closely and it’s something else: the next domino in an eighteen-day sequence.
Here’s the sequence. 🧵👇
nytimes.com/2026/09/13/us/po…
Dorian Batycka retweeted
.@DavidSacks makes a good case here that the “AI will kill humanity” headlines were orchestrated: they leaped into mainstream media from the dormant X account of an Anthropic employee who quit after six weeks. David names purported perpetrators and calls out the role @WSJ played.
Chamath @chamath: how does an account with no followers get 110 million views in a day?
David Sacks @DavidSacks had an answer, on the same All-In @theallinpod taping. Within 15 minutes of the Anthropic researcher's doomsday resignation post, three policy groups amplified it: ENCODE AI's Nathan Calvin, the AI Policy Network's Peter Wildeford, and the AI Futures Project's Daniel Kokotajlo, who dropped a Rogan episode the same day using the same phrasing. All three groups are funded by Jaan Tallinn, who co-led Anthropic's Series A. The Wall Street Journal published a story on the resignation minutes before the tweets went out, meaning the paper had been briefed under embargo. The researcher had agreed to appear on the show and cancelled the morning of taping.
Our breakdown traces the funding chain and what it means for Anthropic's IPO: podcastalpha.substack.com/su…
Source: All-In Podcast - youtube.com/watch?v=cvxjqbfL…
Dorian Batycka retweeted
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
Dorian Batycka retweeted
whoever’s in charge of comms at anthropic
