Something new soon @seedclub. Hopelessly addicted to golf.

Vancouver-ish
Joined November 2007
idk man, but trading probably isn't the way you're going to make it. Build something. Believe in something. Compound value over months and years. 1min chart < 10yr
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I have two firm beliefs about an AI future where robots are better, faster, and cheaper at nearly every form of work: 1. When robots do all the real jobs, humans will revert to human-only status games. Money may become abundant, but status will remain scarce and zero-sum. We’ll keep competing for it, and we’ll keep stack-ranking society by who has more. 2. If you’re already living above Maslow’s second tier, you’ve probably been doing this for most of your career. Almost everything you’re aggressively running toward isn’t a need. It’s a want, usually a memetic desire inherited from someone else playing a status game.
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History has generally rewarded optimism towards major technological shifts. The printing press. Electricity. The PC. The internet. Each disrupted jobs, institutions and our sense of the world. Each also created new ways for people to build and thrive. Is AI different? Time will tell. The backtest favours optimism.
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Amazon will either launch a general purpose agent, or buy one. Meta and Amazon increasingly compete across the same strategic layers: advertising, commerce, compute infrastructure, and proprietary data. Demand aggregation is SO valuable they will not cede this layer to one of their largest competitors. Eyes on instinct acquisition imo
The most insightful thing I read about technology eleven years ago was @benthompson’s Aggregation Theory. Amazon blocking Muse is another perfect example. Customers want one agent that knows them and can get things done. The platforms being aggregated want the opposite. They want to own the customer relationship, not become interchangeable suppliers behind someone else’s interface + protect their ad business. Imagine groceries: Your agent can compare Amazon, Instacart, DoorDash, and Uber Eats, then route every order to the best option. Amazon can block that access because it is a gigantic company. But smaller players have every incentive to offer agents a clean API and a seamless experience. If Instacart embraces agents while Amazon blocks them, the agent will increasingly route demand to Instacart. Customers will be happy, and Amazon will eventually face the dilemma: keep protecting the relationship, or match the better value proposition. This will be the defining tension of the agent economy: aggregators realizing they are now being aggregated. Amazon will push its own assistant, of course. But a vertical Amazon agent will struggle against a horizontal agent that already knows my email, calendar, preferences, memories, and entire life context. Many companies will want to become the aggregation layer. Very few actually can.
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Long Zuck. Short Dario. This pair trade would cook over the next 18mo.
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ai extends your cognition and your agency, and you should not tolerate threats to the sovereignty of your mind
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Sure, but the unlimited intelligence of the current era will look more like horse and buggy rides compared to the lambos everyone will have access to.
Future generations will hear stories of a brief period when $200/month bought you seemingly unlimited access to the world’s most expensive intelligence, the way we talk about $2 Ubers now.
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yawn, this shit is just tiring man.
TL;DR: Owning assets is no longer optional. You have about 3 to 4 years to stack wealth and build real distribution. Once AI takes over half of cognitive work, selling your hours on a laptop won't protect you. In an AI economy, pure salaries get crushed while asset owners capture the entire upside. Own equity, businesses, or real-world reach before the window shuts.
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Humans struggle to grok exponential growth. We also struggle to understand ourselves. The tech discourse today seems to forget that the future is defined by the intersection of humans and technology. Not one, or the other. Ai doesn't change that.
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I would like you, the internet, to know that I have completed stacking my firewood for the season (not a euphemism) and I am feel accomplished, and old.
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Introducing Muse, the personal agent that understands your goals and works 24/7 to get things done for you.
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Your TV is spying on you and you think your data is safe with OpenAi / Anthropic. ok bud
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Hunter Biden learned the new media landscape the hard way. Now he knows how to navigate it better than most. Launching a coin shows he understands a lesson everyone else will learn sooner or later: Markets are media.
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I guess we'll see if the people like free money (or not).
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$1,000,000 to invest. No selling for 5 years. Assume both are valued at $900b. OpenAi or Anthropic or neither
37%OpenAi
26%Anthropic
37%neither
123 votes • Final results
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How much effort should you put into removing AI slop from your writing? 1. Writing for boomers? None. 2. Writing for literally anyone else? Some (at least)
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Waiting for the bidet.
Welcome Dyson to the dental business. The new CameraJet ($499) is the first toothbrush with a 100k-pixel camera + AI that spots gaps in 100ms and blasts them with a conical mouthwash jet while you brush. One device does brushing, targeted flossing, and rinsing. For the 90% of us who skip flossing, this could actually close the gap.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ But meanwhile, keep flossing! No peer reviewed publication but: • A five-year funded collaboration with the National University of Singapore Faculty of Dentistry produced a proprietary “proxy plaque” (artificial biofilm) so engineers could rapidly test jet shapes and brush heads in the lab. Those tests showed Dyson’s conical jet removed more of the sticky plaque than conventional needle-style water-flosser jets. This work has not appeared as a standalone journal paper. • A four-week company-run clinical study (roughly 60–71 participants) compared the CameraJet plus Dyson’s own toothpaste and rinse against a manual toothbrush. Dyson reported better results on gum inflammation, bleeding, and the share of people reaching “healthy gums,” with a more modest difference in overall plaque reduction. This study has not been published in a peer-reviewed journal. • Laboratory claims of up to 69 % more plaque removal versus leading premium electric toothbrushes in hard-to-reach areas come from external lab tests using the proxy plaque and Dyson’s variable-oscillation mode; again, these are not in the scientific literature.
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Ai lowers the cost of writing, but increases the cost of reading.
New - Billionaire Stanley Druckenmiller tells me "of course" he used AI to write op-ed on Bessent & bond market "There's a reason I moved from an English major to being an economics major," he says, "I'm not embarrassed by it" No response from WSJ notus.org/media/stanley-druc…
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Conduct yourselves accordingly.
One of the most important things to know about this AI cycle is that no one knows what they're talking and even very smart and plugged in people are continually reversing their opinions and then re-reversing them three months later.
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also 👀👀👀
Hermes Agent can now seamlessly browse as you. Turn on real-profile browsing and your agent acts with your logins, from a managed copy of your existing Chrome profile.
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👀👀👀
We're excited to release OpenInstinct Instinct but self-hostable, open source and supports every model. You control the code, data and passwords Deploy on Vercel and never use the internet with your fingers again github.com/Merit-Systems/Ope…
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