We started collaborating with the @UniswapFND in late 2023. At the time, @unichain wasn't even a project. It's amazing to see @unichain reach $1B in TVL and become the place where teams like @euler and @RenzoProtocol go to design net new protocols. Time to share more about our

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What do you want to know?.

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𝗙𝗜𝗡𝗗𝗜𝗡𝗚 𝗔 𝗣𝗔𝗧𝗛 𝗙𝗢𝗥𝗪𝗔𝗥𝗗. Ultimately, the aim of this post is not to make a negative statement about LLMs (we use them more and more at @auditless). It’s entirely possible that we could continue to discover better model architectures and find the next S-curve,.

𝗜𝗻𝗳𝗶𝗻𝗶𝘁𝗲 𝗶𝗻𝘁𝗲𝗿𝗻𝘀 𝗺𝗲𝘁𝗮. Assuming ongoing reduction of compute costs and fundamental increases in capex, we are in the “infinite interns” meta where you can't produce a masterpiece by chaining together low-skilled interns but you can automate an endless amount of.

𝗪𝗛𝗔𝗧 𝗧𝗛𝗜𝗦 𝗠𝗘𝗔𝗡𝗦. I've touched on only some of the counter-narratives. If we entertain the possibility of model stagnation over the next 5-10 years, this postulates a different kind of start-up “meta”. 𝗧𝗵𝗲 “𝘁𝗼𝗼𝗹𝘀 𝗳𝗼𝗿 𝘁𝗵𝗼𝘂𝗴𝗵𝘁” 𝗺𝗲𝘁𝗮. Pre-LLMs, we

The hypothesis is that even at current performance levels most people cannot use LLMs profitably without long-term harm to their cognition. The idea is best contextualized when looking at social media. A small number of social media users create the most valuable content and can.

𝗦𝗬𝗖𝗢𝗣𝗛𝗔𝗡𝗖𝗬. Speaking of attachment, there are both academic and popular theories that LLMs are tuned to appease users:.

𝗧𝗛𝗘 𝗖𝗢𝗠𝗣𝗨𝗧𝗘 𝗠𝗨𝗟𝗧𝗜-𝗕𝗔𝗡𝗗𝗜𝗧 𝗣𝗥𝗢𝗕𝗟𝗘𝗠. One hypothesis is that @OpenAI was (rationally) focused on coding performance. LLMs seem to have achieved the strongest product market fit in coding assistance. Personally, I find they are quite handy at finding.

But users haven't just been disappointed with new models. Existing services like @Replit, @cursor_ai and now @claudeai Code introduced stricter limits on usage in a different form of regression. In many cases users that previously found the services useful find them less helpful.

LLMs are not a scam but it doesn't feel like we are being swept up in the Singularity anymore. What happened?. First, there was a bizarre misalignment between how GPT-5 was promoted and how it performed. It failed to impress:

We are going through a re-calibration moment when it comes to LLMs. We could be entering a nuanced (and interesting) timeline with slower AI development. This timeline changes how Founders should be building their business. Here are the signs I'm paying attention to. ↓

The bible on hanging is here:

The deadlift bros don't want you to read this:

There are several conceptual ideas that elevate humans and teams to great performance simply because the concept draws extreme focus. Products, Games, YouTube channels, Books are four "containers" that naturally lead individuals to obsessive amounts of focus.

gmonad?

RT @TheBrianLesko: Roll pitch and yaw thrust vector control with WASD over HTTP. - Longer video

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Links.

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𝗖𝗟𝗢𝗦𝗜𝗡𝗚 𝗡𝗢𝗧𝗘 𝗢𝗡 𝗥𝗪𝗔𝗦. Betting on RWAs may seem like a focused strategy but one has to remember that traditional finance is all about “RWAs”, it’s only in this niche industry that we have created that other types of assets exist. So in some ways this chart is