Rob is like an encyclopedia on out-there opportunities in hard tech and deindustrialization. Listen to one of the smartest guys in the business: https://t.co/qwh3qx9kC0

3/ Reindustrialization: This is an area Rob and I are both deeply passionate about. Onshoring momentum is real, and we're seeing increasing waves of founders focusing on critical infrastructure like advanced energy, batteries, and manufacturing. But we need more talent! Rob and

2/ Fleet coherence: Drones/satellites/autonomous vehicles are increasingly becoming network nodes - not just one off vehicles. Heterogenous fleets need ultra-low-latency, coordinated rails. This requires neutral networks - *not* a single existing vendor.

Physical intelligence needs massive, contextual datasets. Simple variations (like folding two t-shirts instead of one) break today's systems. Rob thinks there's room for hundreds of teams to chase this multi-trillion dollar opportunity to gather high-fidelity, task-specific

1/ Data for training physical AI: We need data to train autonomous robots (drones, humanoids, cars). Synthetic data might get 80% of the way there, but the remaining 20% is being coordinated by blockchain-based systems like @PrismaXai

New episode of Bits to Bricks just dropped: @rsarrow of @VoltCapital and I dove deep on where crypto meets frontier tech--robotics, space, longevity, energy, and American reindustrialization. Rob's an encyclopedia for all things hard tech x blockchain and has truly

Where is this going, how big is the opportunity, and why might it not work? Read here ➡️

There’s a wave of companies in DePIN taking a different approach - mobilizing millions of people globally to contribute to physical AI data collection and rewarding them for it. We see this in drones, self driving cars, and humanoid robotics.

Distributed data collection may be the key to helping train robots to navigate our physical world. @Tesla pays people $48/hour to do repetitive tasks like fold laundry to train Optimus.

Why aren’t @BostonDynamics robots and @Waymo’s everywhere? @_rishinsharma and I did a deep dive on what’s stopping robots from reaching their ChatGPT moment. Data is arguably the biggest barrier. The internet was trained off decades of digital text, video, and audio artifacts.

Satellites in orbit have increased 10x in the past 8 years, and that’s expected to grow another 10x by 2030. We are launching satellites that we won’t be able to see our communicate with because we don’t have adequate global coverage to monitor the sky. @SpaceTris and

https://t.co/Cc2IkncVI7

In much of the world outside the US, telcos increasingly operate as fintechs. Telcos will increasingly integrate crypto into their businesses to deepen their financial relationship with customers and cut capex. Been doing some work to map out where we've been and where we're

"If you're not at the table, you're on the menu" savage quote from @amiravalliani amazing video

Thrilled to see Africa front and center in the conversation this week (it’s extra special as someone with East African roots) and can’t wait to see what comes out of @DePINSummit

This is a place DePIN can make a difference and leapfrog the clunkiness and morass of traditional infrastructure. Imagine the rapid scale of networks for wireless, weather tracking, and mapping. Africa may be the first place where major infra is primarily community developed

I have deep respect for @DAnconia_Crypto’s team for having the vision to host @DePINSummit in east Africa. Sub-Saharan Africa has <40% internet penetration - it was also the first place in the world adopt large-scale mobile payments. For an industry that talks a big game about

DePIN has shown sustained growth over the past 2 years, despite significant changes in the crypto market. Strong DePIN projects can achieve pmf and demand side growth, regardless of what happens in the blockchain world.

There are proven playbooks to boost DePIN supply. One of the most impactful of these was @starpowerworld teaming up directly with manufacturers on distribution

I asked @d4bba to bring @Syndica_io’s research muscle to studying DePIN deployers, and he delivered. Some nuggets: There are ~2.3m deployers on @solana, a 2x+ increase from 2 years ago