Hot take: the next era of AI won’t be defined by big base models — it’ll be from small, specialized ones. The crowdsourced training stack (CSTS) will emerge as a robust way to scale these models by optimizing for RL, diversity of input & constant experimentation. 🧵(1/20)

As crypto evolves with $BTC and $ETH holding steady builders researchers and idea makers continue shaping the next era of open permissionless innovation Meet Karthik Senthil He brings one of the sharpest blends in the space deep product thinking real operator experience and a clear

nvidia earnings call, first sixty seconds "we have line of sight to a half trillion in revenue in 2026" the bubble hasn't started yet

1/ On Losing Faith Is it over? Was it all a fever dream? Have we run out of steam? Is it time to pivot to AI for real this time? 2/ Everything is dead? BTC: DAT premiums down, nobody cares ETH: Stablecoin Alts: Crushed NFTs: Right click saved Meme coins: As expected tbh

One of the dumbest fallacies is people thinking their coin is gonna win if only Bitcoin dies, like zec people fudding Bitcoin over quantum. It’s precisely the opposite. If Bitcoin dies, no one will ever trust internet money ever again. ALL coins ride on bitcoins coattails

Robotics has suddenly become very consensus in venture land despite little demonstrated PMF (atleast with consumers). Just observing.

this is so simple. trump recognizes game, especially the kind he invented. if you can win in the arena he thinks he owns, he’ll treat you like a peer instantly. this is the entire trump cosmology… W’s as the only real credential, everything else as ornamental noise.

I don’t know how people job hop every 1-2 years and maintain sanity. It’s incredibly difficult to know how a new org function, get used to the culture, understand the power structure / politics, and build up social capital. Fwiw I caught up with a few old crypto friends a few

Effectively a 50/50 split on CT if we go into a standard pronounced bear or this is more idiosyncratic (like Tariffs) and we resume up sooner. Pretty interesting. Based on sentiment, i would have expected 75%+ to be in bear mode.

Today I turn 55. I’m the fittest, sharpest, and happiest I’ve ever been. If I’m an outlier, it’s not because I’m built different or discovered a secret formula. The truth is far less glamorous: It’s a million tiny choices, compounded over decades. Here are 55 of them: 1.

The spread between median and mean here is the foundation for a lot of the societal unrest we see in the world rn imo

Something funny about tech’s engagement in this admin: they’ve treated political capital as something you spend down as quickly as possible. Rather than treating political capital as something to steward, or something that can compound over time.

This is 100% the best ELI5 description of Monad. The question is: does the world want/need this?

Nasdaq onchain

We are in the Third Phase The first phase was the evolution of the internet. The internet was designed to transfer vast amounts of information from the physical world into a single, unified repository linked to all human minds. This evolution was partly economic - i.e. Teslas

Writing up my investor update for my fund for existing and prospective LPs. Its a good one with thoughts on markets (public/private/crypto) as well as what I'm seeing in venture land. If you're interested in being added to the distro list, DMs open!