Co-Founder, @goFYEO; Contributor, @Business, @CNBC

Joined March 2012
1,863 Photos and videos
Pinned Tweet
To avoid a severe bust in a boom/bust cycle, when investments turn FCF positive is key. The build-out must be self-financing before the financing cycle is disrupted. The boom’s promise is ultimately realized, but only later than the financing cycle tolerates. #boombust #AI
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To avoid a severe bust in a boom/bust cycle, when investments turn FCF positive is key. The build-out must be self-financing before the financing cycle is disrupted. The boom’s promise is ultimately realized, but only later than the financing cycle tolerates. #boombust #AI
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For the table’s 14 instances, peak price occurs ~200 days before analyst estimates begin to decline with a standard deviation of 76 days. Just verifying again that share price moves before earnings and that analyst estimates are not a leading indicator. #AI #BoomBust
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Who knew that toilet paper would become so expensive?! #Trump250
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The fundamental operating bottleneck for AI is data speed. Copper interconnects lose bandwidth & reach at speeds over 224 Gbps per lane, but photonic transceivers will reach 3.2T (Terabit). Photonic lasers are the new plastics. #AI #Photonics
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AI productivity gains are hitting a token-cost wall as costs to AI model users rise due to decreasing AI model efficiency. Operating cost increases vs. prior models range from 35-75%. AI promised productivity gains, but users balk at higher costs. Ask @Uber. Ask @Microsoft. #AI
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David Garrity retweeted
Time to avoid being the next cybersecurity ground zero. @goFYEO offers AI-powered security solutions, leveraging advanced techniques to protect Web3 projects from AI-driven exploits. @MistralAI HACKED! unbiasedheadlines.com/articl… #AI #cyberattack #cybersecurity #hackers
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Market setup: 30yr Treasury yield > 5% and 2yr Treasury > Fed Funds leave FOMC at risk of falling behind inflation. At same time, AI trade has Tech at 37% of $SPY & 49% of $MTUM which itself has outperformed by > 2 sigma. Market may get hypoxia in this rare air. Buckle up.
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RT @The_DTCC: Building on the SEC's No-Action Letter related to DTC's tokenization service, DTCC has convened more than 50 firms through it…
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Keep crypto from cracking! Get a proper threat model! @gofyeo can help!
Apr 20
The Aave x KelpDAO rsETH incident is a reminder: exploits aren’t just bugs — they’re failures in threat modeling. When bridges break, collateral assumptions fail, and liquidity dries up, risk doesn’t stay isolated — it cascades. Most protocols secure components. Few model the system. Threat modeling asks: → What if this dependency fails? → Where does bad debt flow? → How does risk propagate across protocols? If you’re not modeling: • Cross-protocol contagion • Bridge failure modes • Liquidity shocks …you’re leaving gaps. DeFi doesn’t break at the edges. It breaks at the interfaces. Breakdown 👇 fyeo.io/blog/aave-kelpdao-rs…
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David Garrity retweeted
Apr 20
The Aave x KelpDAO rsETH incident is a reminder: exploits aren’t just bugs — they’re failures in threat modeling. When bridges break, collateral assumptions fail, and liquidity dries up, risk doesn’t stay isolated — it cascades. Most protocols secure components. Few model the system. Threat modeling asks: → What if this dependency fails? → Where does bad debt flow? → How does risk propagate across protocols? If you’re not modeling: • Cross-protocol contagion • Bridge failure modes • Liquidity shocks …you’re leaving gaps. DeFi doesn’t break at the edges. It breaks at the interfaces. Breakdown 👇 fyeo.io/blog/aave-kelpdao-rs…
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depthfirst
depthfirst has raised an $80M Series B at a $580M valuation. Attackers are using AI to break into systems faster than ever before. depthfirst is on a mission to stop this. RT Comment “depthfirst” and I’ll send you a FREE vibe coding security agent.
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Please take a moment today to extend heart-felt thanks to @KevinNaughtonJr for making #Claude open source! This day will indeed be long remembered in the annals of #AI!
Claude code source code has been leaked via a map file in their npm registry! Code: pub-aea8527898604c1bbb12468b…
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David Garrity retweeted
Mar 31
The hacks keep coming. This time: Claude Code. A dev tool shipped with source maps exposed on npm… → making it possible to reconstruct large parts of the codebase Not a breach. Not an exploit. Just a build mistake. But that’s all it takes. Attackers don’t need zero-days anymore. They just wait for you to ship them your internals. fyeo.io/blog/claude-code-sou…
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David Garrity retweeted
Mar 31
Axios just got supply chain’d. Two versions pushed a hidden dependency that installs a cross-platform RAT (macOS, Windows, Linux) during npm install. No malicious code in Axios itself. Just a poisoned dependency. That’s the point. If you installed: axios@1.14.1 or axios@0.30.4 then assume compromise. Rotate everything. This wasn’t sloppy. It was staged, timed, and designed to self-delete. Open source trust is now the attack surface. Read more -> fyeo.io/blog/axios-npm-suppl…
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David Garrity retweeted
🚨NEW: Pete Hegseth is cutting Senator Mark Kelly’s military pension and demoting his rank as punishment for telling service-members to not follow illegal orders in a recent video. RETWEET if you stand with @CaptMarkKelly against Hegseth!
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