Finality Capital Partners
@FinalityCap
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Supporting a more decentralized future
Joined October 2021
At Finality, we envision a world that’s less bounded by geography & where the benefits of technology are more broadly shared across all aspects of society. 🔮. 🧵 Here's our thesis on how to realize this vision. More at Keep reading for the big ideas. 👇.
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17/ We get it - AI researchers are getting nine-figure job offers. You’ll blow your chances if you mention "blockchain.". Think outside the box - consider the edge is going against the grain. You can win with blockchain. @FinalityCap wants to help you. Hit us up!.
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16/ This is the opposite of what’s happening in traditional AI. Blockchain can "Make AI Profitable Again." MAPA!
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15/ 8️⃣ Don’t take for granted all of the underutilized AI infra from folks like @akashnet_, @nousresearch, etc. Not everyone can raise billions for capex nor should they want to. The best start ups use less capital, not more, and have a near-zero marginal cost.
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14/ 7️⃣ The open internet should still be open to humans. Let’s not forget how blockchain companies are at the cutting edge of identifying who is human and who isn’t. Using orbs from @worldcoin is one way to do this but there are other ways to judge who is human.
Just using ZkTLS to build up a profile of anonymised attestations would be vastly better that orbing people. I have an uber rating, I have a bank account, I have an address, will get you to a very high level of confidence on uniqueness.
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13/ 6️⃣ If you want to build an agent people trust with their data, you need trust-as-a-service. Verifiable compute can enable more people to build agents people trust. Leveraging @eigenlayer, @opacitynetwork can do this:.
Verifiable inference now available in @ai16zdao Eliza via @OpacityNetwork . Agents can now prove that AI interactions and inferences are authentic without compromising privacy, which helps prevent situations where users might mistakenly believe AI actions were performed by
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12 / @JPMorgan's recent spat with @Plaid and other fintechs brings this home. @Coinbase negotiated a bilateral agreement with JPM but not everyone can do that. If JPM can get paid for YOUR data, shouldn't YOU get paid for YOUR data!.
cnbc.com
JPMorgan, the biggest U.S. bank by assets, is preparing to charge fintech middlemen such as Plaid and MX new fees for access to customer data.
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10/ Data collectives powered by @Vana, tools that prove attribution like @OpenLedgerHQ can encourage more people to share data PUBLICLY. 🔓 @GEODNET_ is using token incentives to collect better location data for embodied AI. 🤖.
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9/ Better data also makes inference cheaper. We know that DeepSeek is changing the game with fewer parameter models than @OpenAI leveraging "expert" subnetworks.
technologyreview.com
The Chinese firm has pulled back the curtain to expose how the top labs may be building their next-generation models. Now things get interesting.
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8/ 5️⃣ Blockchain can help get better data for reinforcement learning by letting users own their data:.
1/ Important paper published by my friend Prof Tonetti (@ChrisTonetti) and his colleague Prof Jones @StanfordGSB. They have rigorously studied the "economics of data" to show that there are large social gains from letting users own and sell their own data. Some key takeaways:
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7/ 4️⃣ Verifiable data = better inference. Imagine if @Plaid and your password manager had a baby. That’s @OpacityNetwork and they are using decentralized digital notaries ("zkTLS") to ensure private data = real data. It's a massive unlock for AI.
At @finalitycap, we think “Plaid for AI memory” is a massive opportunity. Imagine every app or AI model instantly knowing your context, preferences, interests, and history. This is huge for UX + costs 🧵👇. Props to @binji_x @nikunj @ashleymayer @levie for sparking great ideas:
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6/ Interestingly - the word "crypto," "blockchain," "Web3" or "digital assets" doesn't appear once!. But several of the companies they mentioned like @memoryprotocol, @farcaster_xyz are using blockchain. @Bluesky says no blockchain but their lead investor was @blockchaincap. 🤷.
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5/ Driven by the limitations of AI, today it’s traditional VC firms like @USV who want to change the way the Internet works and give users power over how they share their data. @gracekcarney and @zweinberg lays it out:
blog.usv.com
This blog is co-authored with Zoe Weinberg and Matt Hawes at ex/ante, and is a follow-up to our first blog post on the topic, 'You don't own your memory.' We need an open architecture that puts us in...
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4/ 3️⃣ Private data = better inference. In 2022, @Wired’s cover story was all about Web3’s vision to abolish data moats, to give users power over their data, and unleash innovation.
wired.com
Crypto dreamers want to free us from Big Tech and exploitative capitalism—using only the blockchain, game theory, and code. What could possibly go wrong?
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3/ @Stripe bought @privy_io and @stablecoin to become the payments layer for the Agentic Web. Can @robinhood please tokenize Stripe shares!!! Better yet, just trade it on @HillMarkets with leverage before it IPOs.
privy.io
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2/ While not using the blockchain today, maybe they should be…. 2️⃣ The Agentic Web will rely on digital asset wallets and stablecoins. The open ad-based Internet is dying. @benthompson's @stratechery captures this beautifully.
stratechery.com
Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new content marketplace for AI.
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1/ 1️⃣ Websites are NOT going to give LLMs free data anymore. @Cloudflare is blocking AI crawlers and enabling a pay-to-crawl feature.
techcrunch.com
Cloudflare is launching a new marketplace that reimagines the relationship between publishers and AI companies.
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We, @FinalityCap, are excited to attend the Science of Blockchain Conference hosted by @initc3org, @CBRStanford, and @BerkeleyRDI. It's our favorite event. Decentralized AI is a big theme. We doubt many traditional AI folks will be in attendance - but they should be! Read the.
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RT @sangdotsol: It's a real pleasure to be backed by @FinalityCap. They’ve believed in our team and what we’re building since the very fir….
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RT @maartjebus: Nice catch by @DefiantNews on the JPMorgan-Coinbase partnership. JPM cutting out Plaid for direct bank-to-Coinbase rails i….
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