Darshan
@DarshanG_
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research & investments @polarisfund | excited about web3, ai & frontier tech
Global
Joined September 2015
Check out the awesome market map we’ve worked on, biased but it’s the best out there 💯 Been awesome to collaborate with @caseykcaruso on scouting, researching and mapping the best projects in the market. Please do help contribute to it. This is just the start! 🔥
Open sourcing a community-led market map of Decentralized AI. https://t.co/CaHrTWpKD9 Most market maps are static and biased. We wanted to make one that was interactive and crowdsourced. Pls submit any projects that are missing. We implemented a 3d viz using @d3js_org and a
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there have been so many cards that have been popping off lately, have been diving deeper into this topic and feel it's a great unlock which can actually help add net new users/ use-cases to crypto do check out this deep dive focusing on the diff types of cards flows that we
Crypto cards are at a pretty interesting inflection point in my opinion. They’ve quietly bridged the old and new payment worlds, letting you pay from a crypto wallet while the merchant still receives fiat through the same Visa or Mastercard rails they already use. To the
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Spent a lot of time diving into the economics behind the CEX/ DEXs token buybacks/ burns and especially how they are a big contributing factor to their platform economics It's interesting to see almost all the exchanges have been doing it consistently yoy over the last few
The Economics of CEX Token Burns 🔥 Buybacks and burns by exchanges are not new They have been running quietly for years, shaping supply and demand long before they drew mainstream attention Almost every large CEX including Binance ($BNB), OKX ($OKB), Gate ($GT), KuCoin
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Put down a detailed comparative analysis between different robotic foundational models. Check it out 💪🏼
Large language models improve in a predictable way. More text, more parameters, and more compute mostly lead to steady improvements in performance. But RFMs don’t really follow the same pattern. As we discussed in the last report as well, their progress + progression is highly
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Tried to put down a quick comparative analysis between the issues that RFMs face over traditional LLMs 👇
With language models, scale is simple: feed them more text, bigger networks, and more compute, and they usually get better. Robotic foundation models (RFMs) are built a bit different. They live and operate in the physical world with hardware, sensors, moving parts, and real
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which is the best browser right now you'll are using for day-to-day stuff?
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Tried to zoom out and answer a deceptively simple question: How do different types of robots really compare across tasks, environments, and capabilities? Not just “what can it do?” but “what tradeoffs are each of them optimized for?” This quick visual breakdown looks at: - how
Robots today come in all forms - walking, rolling, flying, swimming, even squishing through tight spaces. Their diversity isn’t just about how they look: it’s about what they’re built to do. From humanoids that mirror human motion to drones that chart the skies, each type
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Put down a short report on robotics flywheel and how each of the components link with each other 👇
Robotics has historically focused on building better hardware and tightly engineered control systems. But the real long-term advantage is shifting toward something far less visible 'proprietary motion data' - which is generated by fleets of operating robots. Motion logs
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Bill of materials is one of the hidden strategy components to study about a robot. I've dived deep into it - helping break down why it not only matters, but also helps you map out the stack + figure out always where's the next opportunity going to come through Hope you'll
Humanoid-robot economics look complex. Until you zoom into the Bill of Materials (BOM). BOM isn’t just a cost sheet. It’s a "strategy map". It reveals where cost hides leverage, where complexity hides moat, and where hardware and software meet or clash. - when you know how to
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Just joined the @adinlone Member network. AI does the diligence. Members surface the deals and earn carry. Apply here →
adin.online
ADIN reimagines how capital is deployed through AI-powered deal flow acceleration.
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Experience speaks for itself. Today, I experienced it from both fronts in multiple calls with mentors, @kunalvg, @vaidikmandloi, @DarshanG_, at Incubase by @HashedEM & @base On the mentor end, their experience gave so much clarity about the product direction, GTM and
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Great to work on this one last year 🫡
This is an awesome industry map on how crypto is already operating as core infra in the emerging AI stack from @topology_vc (h/t @DarshanG_ ) https://t.co/kSqJChKFVB
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Get in 🫡
Dear VCs, @delphi_labs and @cyberFund_ teamed up to run our first-ever dAGI Accelerator cohort with 8 amazing teams building the future of open, unstoppable AI. After two months of relentless, product-focused progress, each team is ready to show off what they've built. Join us
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what are the best newsletters/ researchers focused on onchain data? I know @ournetwork__ is a great one, any others?
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this is what you live for 👀 insane!
Meet Romulus and Remus—the first animals ever resurrected from extinction. The dire wolf, lost to history over 10,000 years ago, has returned. Reborn on October 1, 2024, these remarkable pups were brought back to life using ancient DNA extracted from fossilized remains. Watch
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I've been spending time to understand everything that's happening in robotics ecosystem deeply over and have put down this research piece. Do check it out👇 Physical AI is here👀
For decades, robotics was limited to rigid, rule-based machines confined to factory floors. These systems were manually programmed for narrow tasks, operating in structured environments with no ability to perceive, reason, or adapt. They relied on hardcoded scripts, required
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