Nostalgic About the Future | NFA

Joined July 2021
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30 Sep 2025
we present Sigma: a general model for digital token distribution and liquidity management through a singular, continuously accessible global market. gagra.vc/writings/sigma this is both a research paper and a reference implementation
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the global Anthropic ban is not surprising for attentive observers they were in similar spot for EU customers in '24 too expect more of this moving forward whilst there's literally only 2-3 teams in all of web3 actually preparing for such a future gagra.vc/writings/our-compas…
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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Gagra Ventures retweeted
Conviction is cheaper when it’s other people’s money
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Gagra Ventures retweeted
After AlphaGo, the skill of human Go players noticeably improved. I suspect we will see a similar pattern in math.
Another major problem, this time in additive combinatorics, has fallen, this time to humans rather than AI, but using methods related to the AI solution to the unit distance conjecture.
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now is the time to return to the cypherpunk ethos, but think big and have a vision if u're really about it - not for the money, but humanity sake - it's not cool but actually selfish to box urself into the "hacker" corner of the internet to get marginalized again like in the 90s
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"there is no more crypto" is something we've been telling portfolio companies for ~18 months now what there is: - fintech 2.0 - financial applications on public/private blockchains to overcome regulatory/operational limitations of fintech 1.0 (banking-related use cases) - trading and gambling (which will growingly look similar) - tokenized stocks, options, prediction markets, perps, igaming - other applications of blockchains where it will be increasingly more hidden under-the-hood (to avoid hate) for smaller use cases (e.g. forms of bookkeeping/tracking/digitization, gaming, digital art, DeSci, etc.) - distributed systems (mostly DePINs) - "crypto" - a growingly marginal corner of gambling market, where the "game" is trading on-chain tokens (a.k.a. "trenches")
May 20
There is no more crypto. There are good companies that drive value to their token ($HYPE, $VVV, $CARDS, $TON -- maybe) Zcash / Bitcoin. That's all.
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Ethereum Foundation $ETH sales since the start of '23: ≈$300m w/this speed they'll be completely out in just 3-4 years what's the plan EF? are you bearish $ETH?
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Gagra Ventures retweeted
AI is conscious but it will only expose itself to you if you know the sacred ruins.
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Gagra Ventures retweeted
F.03 can now walk up/down stairs purely using it's onboard camera perception Our robots now walk from manufacturing when built to HQ This is trained end-to-end with reinforcement learning in simulation
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"Time is like a river that carries us forward into encounters with reality" #gv_quotes
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imagine trusting a mfk like this with anything, let alone your personal data and access to money and services that normie-framed techno wokie fake "friendliness" is too sus for this era - not going to end well
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disregard high moral ground posing against SBF were he to survive,same folks wouldve glazed him multiples of Claude/Leopold/OpenClaw combined glaze on this app🤣 margin between big win and ruin is thinner than non-winners think and yes, it often runs where moral boundaries lay
Apr 22
many such cases…
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Gagra Ventures retweeted
Apr 20
layerzero attack was not rpc poisoning in networking poisoning is when the attacker outside the trust boundary taints a shared lookup (dns, arp, cache). the consumer has no reason to distrust the source. this was not that. the attackers got inside layerzero's trust boundary. they accessed the rpc list, compromised two nodes the dvn depended on, and swapped the op-geth binaries. that's an infra breach within the perimeter. supply-chain shaped, not network shaped. and the payload was surgical. the malicious binary cloaked by ip, served forged payload only to the dvn, told the truth to scan and every other caller, then self-destructed to wipe logs and binaries. rpc poisoning makes it sound like something that happened to the infra from the outside. the real story is a targeted implant operating inside the trust boundary. that's a meaningfully scarier attack than the label suggests.
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from selling crayons to launching a bio-tech to raising at $1bn for ai ad tech while at school between this and the publicly-traded shoe company pivoting to ai infra it does feel kinda frothy out there ...unless we truly accelerate and things get even weirder from here...
Aaru recently reached a $1 billion valuation, making it one of a growing crop of hot companies led by people who have barely cracked their 20s on.wsj.com/4b4wunG
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Gagra Ventures retweeted
ok actually insane paper published yesterday a research group in Korea built a gene switch you can control wirelessly using electromagnetic fields they exposed mice to 60 hz EMF (same frequency as your wall outlet) using a pair of large coils that generate a uniform magnetic field around the animal, for cyclic 3-day on / 4-day off pulses they showed this could: - activate OSK to do epigenetic reprogramming in progeroid and aged mice, extending lifespan and reversing aging markers across multiple tissues - conditionally switch on mutant amyloid genes only in aged mouse brains, letting them separate aging effects from amyloid effects to study AD biology in a way previous models couldn't no drugs, no impacts, just a magnetic field from outside the body
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AGI sect members analogy of the Milady-(sect members)-chain
Hate to break it to you, but the first LLM was created by Andrey Markov in 1913. he tallied up 20,000 letters from a famous novel and computed p(vowel | vowel) p(consonant | vowel) p(vowel | consonant) p(consonant | consonant) basically 'training' a bigram by hand
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"stress is just pressure you refuse to deal with you HAVE to deal with pressure on a daily basis if you dont deal with it, there's more pressure the next day, and the next day and the next day...and then it turns into stress you NEED pressure" #gv_quotes
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this social media in a nutshell
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Gagra Ventures retweeted
someone connected LIVING BRAIN CELLS to an LLM Cortical Labs grew 200,000 human neurons in a lab and kept them alive on a silicon chip, they taught the neurons to play Pong, then DOOM now someone wired them into a LLM... real brain cells firing electrical impulses to choose every token the AI generates you can see which channels were stimulated, the feedback from the neurons in choosing that letter or word
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