RT @NorthIslandVC: The @coinbase Crypto Summit was packed with insights from crypto and tech visionaries. Missed the summit and short on….

RT @NousResearch: Recent AI breakthroughs challenge the status quo narrative that only closed, mega labs have the ability to push the front….

However, zkTLS will truly be AI Data's "fracking moment." zkTLS enables us to programmatically unlock silo'd data that is stuck within walled gardens and behind paywalls. It will release the hidden half of data that is sitting unused on the internet.

Everyone knows about synthetic data and reinforcement learning and is expending an enormous amount of energy on it. It will certainly enable the creation of very useful data to fine-tune models like it did with o1.

Ilya's talk on the pre-training hitting the data wall and data being AI's fossil fuel has me thinking of what data's "fracking moment" will be - when we find an enormous amount of a previously finite substance. My dark horse bet is zkTLS.

RT @ecdsafu: SO excited to launch our intent-based cross-chain swap and bridging network, Coral 🪸. The beginning of a new era for Squid. lfg.

RT @NousResearch: Nous Research announces the pre-training of a 15B parameter language model over the internet, using Nous DisTrO and heter….

Leaked transcript of Softbank's call to Tiger Global about OpenAI's $150B round

RT @GenLayer: Thrilled to announce our $7.5M Seed Round, led by @NorthIslandVC. We’re building the first Intelligent Blockchain, enabling s….

RT @OpenSocialLabs: Thanks to @SoMon_OwO & @zeek_network's awesome power, we've hit 7 figures of on-chain transactions in a month!. This mi….

RT @samuelmandrew: We're hiring! @NorthIslandVC is searching for a research analyst to focus on the firm’s public crypto investing strategy….

RT @Node_Cap: 1/7 📢 We're thrilled to announce our latest report by @node_or, "Abstracadabra: The Liquid Restaking Over - How Top LRPs Migh….

RT @Fiskantes: That’s what I call a trustless lineup. I wouldn’t trust a single word coming from these people.

RT @samuelmandrew: I’m speaking at #bitcoinbuilders conference on Thursday in Nashville. Join to see what’s being built in #bitcoin https:/….

The AI infra trade is getting pretty exhausted. We've gone from NVDA to HVAC companies supplying data centers to unregulated power utilities to bitcoin miners with existing power off take agreements. Next must be a Lance Armstrong SPAC where he powers a GPU by riding a bike.

If we get another 4-5 orders of magnitude improvements in AI in the next 5 years, you should either be selling into the AI supply chain, basic human services (eg: food), or enlightenment. Everything else in the middle of maslow's hierarchy of needs is getting disrupted.

the first section of this is one of the clearest descriptions of how we got to the current state of the frontier models and what the next four years could look like. We can quibble over the definition of AGI, but the next 4-5 years could be mind-blowing.

It feels like we are on the cusp of S-curve in consumer crypto. UX improvements (passkeys, smart wallets, solver networks, seamless onramps, and abundant / cheap block space) are combining with enormous energy and experimentation from builders.

Coinbase smart wallet is setting itself up to be the seamless on ramp for onchain activity. Set up and use a wallet without a browser extension. Spend directly from your account. Eventually, their exchange activity will be users accessing onchain apps, not holding tokens