Joined August 2010
856 Photos and videos
Pinned Tweet
8 Mar 2024
I got married last month, and spent the furthest time away from work during that period and the honeymoon Unplugging while we broke ATHs really helped me reflect on what I’ve learned up until this milestone and what’s important to me in life I wanted to share this publicly mostly to document my thoughts. I hope it’s helpful but it’s not intended to be life advice or anything like that. Just my own musings which include some stories, quotes, and pictures here and there.
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Anil Lulla retweeted
LinkedIn is going to be *pissed* when they find out about Fable next week
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Anil Lulla retweeted
Jun 13
Nurse: Sir you have been in a coma for 24 hours. Me: O boy, I can't wait to get home and use my favorite Anthropic model, Claude Fable 5!
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Anil Lulla retweeted
Introducing the Token Design Toolkit A free tool from Delphi Consulting to model your token design before launch Stress-test unlocks, liquidity, and demand, then simulate to compare designs Get insight into your token economy here: delphi.link/Tokentool
I’ve been building a token design tool for founders and protocol teams. Tokenomics should not just live in a spreadsheet or deck. Teams should be able to test how their initial design affects liquidity, price, demand, unlock pressure, staking incentives, and growth. The tool helps reason through: - who gets tokens and when they unlock - whether launch liquidity is enough - whether demand can absorb sell pressure - whether staking rewards are sustainable - whether users will take risk for token yield - how the system behaves across bull/base/bear simulations The key question is not “does this token design look good?” It’s: “If we launch this design, where does it break?” I want this to become an end-to-end workspace for token design before launch. Would love feedback from founders, investors, researchers, and token teams.
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Pretty excited for all the Elon haters to have to refer to him as a trillionaire going forward
Replying to @iam_smx
*trillioniare
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Anil Lulla retweeted
SpaceX lists tomorrow at $1.75 trillion, the parts are worth ~$600B. The market pays $1.15 trillion for @elonmusk. Tesla holders already pay 83% of market cap for the same faith. Below we explore why this could be cheap, and how people are missing the bigger picture.
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Anil Lulla retweeted
The Moat Above the Model x.com/i/broadcasts/1qKDzzDbb…

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Crazy how @elonmusk has created a ladder to his end vision of Mars with valuable businesslines created every step of the way. $/kg to orbit is going to be looked back at the way people look at Moore's Law. Every threshold rewrites what gets built and who the customer is.
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models are the commodity. the harness is the moat. its easy to rotate from GPT5.5 to Fable. your harness doesn't change. the memory of how you work, the skills built over time, those compound our @NousResearch Hermes report now free for everyone to read members.delphidigital.io/rep…
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Anil Lulla retweeted

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Anil Lulla retweeted
Yan explains why Coinbase could become a major distribution channel for Ethena. “You have this massive pool of capital that’s sitting there at fairly low cost... and so you have this huge distribution channel to basically fuel Ethena.”
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Anil Lulla retweeted
The defining losses of this cycle trace back to token structures. Token unlocks erased a median 7% against BTC across 400 tracked events, and holders had no claim on the revenue their protocols earned. The revenue side changed once protocols started routing fees back to the token. A basket of the top ten protocols weighted by revenue returned 30% from January 2025 while BTC, ETH, and SOL all fell. The next cycle will be built on fewer tokens that reward their holders.
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Anil Lulla retweeted
Our report on @NousResearch Hermes Agent is now free and open source. Hermes Agent is now the most popular agent harness. We are going live this Thursday 11AM ET with @KSimback, @Shaughnessy119, and @yusufxzy to discuss Hermes agent, harness moats, and where AI goes from here.
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If you could only buy one of the upcoming IPOs to hold for 5 years, which one would you pick? Why?
46% Anthropic
14% OpenAI
39% SpaceX
28 votes • Final results
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Anil Lulla retweeted
AI infra trade has been a black hole sucking capital & liquidity Opportunity cost sitting in almost anything else has been...tough Dive into all this where to play right now in latest Hivemind pod @Delphi_Digital
A new episode of the Hivemind is live! This week we discuss Bitcoin's breakdown, Hyperliquid's future, Crypto fundamentals, and more. Timestamps: 0:00 Introduction & Is Bitcoin Cooked? 5:44 Saylor, Bitcoin Liquidity & Market Structure 12:28 Why Crypto Is Finally Detaching From Bitcoin 19:06 The New Altcoin Market & Capital Rotation 22:35 Why HYPE's Outperformance Matters 26:22 Zcash, Value Investing & Crypto Fundamentals 31:57 Hyperliquid, Lighter & Crypto's First Compounders 33:47 Can Crypto Thrive While Bitcoin Stagnates? 38:32 Why Retail Left Crypto For AI & Stocks 40:46 BlackBerry, Equities & Staying In Your Circle Of Competence 47:54 Lighter Deep Dive 53:16 Kalshi, Perpetual Futures & Regulatory Tailwinds 55:03 Polymarket's UMA Problem 1:07:09 Ethena x Coinbase Explained 1:16:43 Bitcoin To $49K? Jason's Bear Case 1:19:43 Can HYPE Keep Going Higher?
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Anil Lulla retweeted
Neel explains why buybacks are not always enough. "The biggest culprit around buyback programs not working is the supply side issues that are associated with most alts."
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Anil Lulla retweeted
The Go-To report on @NousResearch Hermes Agent by @Delphi_Digital / @yusufxzy 🤖 Hermes is your AI Brain that you own, and improve, for life
Our New Report "Hermes: The Moat Above the Model" is live! Hermes is the AI agent that belongs to you. Your agent builds valuable context about you with every session. When you switch models, you can't take any of this with you. What a closed agent learns about you is its product. You are renting your own work back. Hermes breaks this model by keeping everything it learns on your machine. Between sessions the agent reviews its successful runs and writes them into reusable skills using GEPA, which beats reinforcement learning with 35x fewer rollouts. These skills travel with you when you switch models. Two years before Hermes shipped, @NousResearch was already building the fine tuning and reinforcement learning pipelines for their open-weight models. In the last week of May, Hermes was OpenRouter's highest volume app with 4.5 trillion tokens routed currently. At Hermes's scale, that signal lets Nous keep improving the user experience. Your memory and skills stay on your machine the whole time.
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Anil Lulla retweeted
everything you wanted to know about @NousResearch
Our New Report "Hermes: The Moat Above the Model" is live! Hermes is the AI agent that belongs to you. Your agent builds valuable context about you with every session. When you switch models, you can't take any of this with you. What a closed agent learns about you is its product. You are renting your own work back. Hermes breaks this model by keeping everything it learns on your machine. Between sessions the agent reviews its successful runs and writes them into reusable skills using GEPA, which beats reinforcement learning with 35x fewer rollouts. These skills travel with you when you switch models. Two years before Hermes shipped, @NousResearch was already building the fine tuning and reinforcement learning pipelines for their open-weight models. In the last week of May, Hermes was OpenRouter's highest volume app with 4.5 trillion tokens routed currently. At Hermes's scale, that signal lets Nous keep improving the user experience. Your memory and skills stay on your machine the whole time.
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Anil Lulla retweeted
Our New Report "Hermes: The Moat Above the Model" is live! Hermes is the AI agent that belongs to you. Your agent builds valuable context about you with every session. When you switch models, you can't take any of this with you. What a closed agent learns about you is its product. You are renting your own work back. Hermes breaks this model by keeping everything it learns on your machine. Between sessions the agent reviews its successful runs and writes them into reusable skills using GEPA, which beats reinforcement learning with 35x fewer rollouts. These skills travel with you when you switch models. Two years before Hermes shipped, @NousResearch was already building the fine tuning and reinforcement learning pipelines for their open-weight models. In the last week of May, Hermes was OpenRouter's highest volume app with 4.5 trillion tokens routed currently. At Hermes's scale, that signal lets Nous keep improving the user experience. Your memory and skills stay on your machine the whole time.
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Anil Lulla retweeted
A new episode of the Hivemind is live! This week we discuss Bitcoin's breakdown, Hyperliquid's future, Crypto fundamentals, and more. Timestamps: 0:00 Introduction & Is Bitcoin Cooked? 5:44 Saylor, Bitcoin Liquidity & Market Structure 12:28 Why Crypto Is Finally Detaching From Bitcoin 19:06 The New Altcoin Market & Capital Rotation 22:35 Why HYPE's Outperformance Matters 26:22 Zcash, Value Investing & Crypto Fundamentals 31:57 Hyperliquid, Lighter & Crypto's First Compounders 33:47 Can Crypto Thrive While Bitcoin Stagnates? 38:32 Why Retail Left Crypto For AI & Stocks 40:46 BlackBerry, Equities & Staying In Your Circle Of Competence 47:54 Lighter Deep Dive 53:16 Kalshi, Perpetual Futures & Regulatory Tailwinds 55:03 Polymarket's UMA Problem 1:07:09 Ethena x Coinbase Explained 1:16:43 Bitcoin To $49K? Jason's Bear Case 1:19:43 Can HYPE Keep Going Higher?
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