I build stuff @ParleyLabs. Build decentralized networks like @helium. Engineering and Rapid prototyping ๐Ÿ‡บ๐Ÿ‡ธ

Joined October 2008
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Jun 10
feel free to take this with a grain of salt. Iโ€™m a former team member, early deployer, and still personally advising the team. there's been a lot of discussion and some pointed but productive questions about the latest HNT proposal. here's my (hopefully equally thoughtful) read on the main ones. one worry is that selling the carrier to noble strips the network's best cash flow out of the protocol. that assumes the cash flow was ever inside it. the only part that was is carriers burning HNT to pay for offload. the arpu, the churn, the sg&a of running an mvno, none of that ever touched the token mechanically. and on its own terms, the carrier burned cash. cutting it took a real cost off the books, which is good for the network and for the focus of the core team. noble pays for offload like any carrier. so do the next 10. pointing HNT at offload across every carrier, instead of levering it to one consumer brand, is the right next step for the network. the durable part is the offload the community enables, and that stayed. second, the 72% dilution headline. it's actually a gated, metered authorization over 36 months with community oversight. authorized isn't minted, and minted isn't sold. it also prices off a baseline that doesn't exist. the network was already emitting HNT every day through PoC, an open formula paying anyone running a radio, used or not. the HIP retires that. yes, it's dilution, and the tokens still flow out to deployers and ops. the question is what the dilution buys. PoC bought coverage, used or not. a governed treasury can buy usage and growth that drive burn. that's the real debate third, the burn cut. the bear case holds volume fixed and drops price, so burn falls. burn is price times volume. 50c sits above market and caps adoption. lower the toll, grow the road, more cars. if volume more than 5x's, burn goes up. that's a usage bet, which is the right kind to make. the fair ask under a lot of this is governance that aligns network growth with holder value. that's what the proposal is: a 7-seat council, 5 community seats, quorum to terminate. more holder control over the network, and the seats are community-nominated. if that's the bar, come help set it. so the bet is pretty simple imo: do we believe, as HNT holders, that mario and the team are the best equipped to further build out the next 5x and more on demand for network usage (and thus HNT burn)? although the devil is always in the details and there are always (as with anything ambitious and multi year) a lot of paths that end in failure, i think the answer is simply: yes. they are the right, focused, team.
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It was 2019, after some time taking a break from crypto mining. I get hit with an ad for a new crypto project that promised a new future where a new wireless infrastructure could be built by the people. Wild, must be a scam! I pre-ordered anyway. What started as a passion and a welcoming community turned into me starting @ParleyLabs to help all the builders in this network, to support the grand ideas everyone had. 7 years later and companies all over the world are deploying sensors on @helium's global IoT LoRaWAN network and millions of mobile subscribers connect to the @helium Mobile Network. A lot has happened and a new industry born (#DePIN). There's still work to do, but @amirhaleem it has been a pleasure! ๐Ÿซก
I hate โ€œsome personal newsโ€ tweets, but, some personal news after 13 years running Helium, I let the team know a couple of months ago that I am stepping down as CEO and moving into the chairman role. @didiomario is taking over. this is the right moment to do it, and he is without question the right person to lead what comes next when we started, the idea was simple even if outrageous at the time. let anyone build and own the wireless infrastructure the world runs on and flip a century old model where carriers own and profit from the whole thing. now we have millions of people connecting through Helium every day, and an entirely new category, DePIN, has been created. and that's thanks to tens of thousands of people who deployed, built, and grew the network Mario has been running the network side of the business for years. he understands the carriers, the tech, and the size of the opportunity better than anyone. I'm proud of how far Helium has come, but even more excited about where heโ€™ll take it. Helium has become a platform any carrier in the world can build on with real global expansion happening I'm not going anywhere. Iโ€™m still holding solana:hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux and Iโ€™ll still be very active as chairman. but Mario is in the driver's seat which is what's right for Helium now and for the next era ahead. the goal never changed: more of the world running on infrastructure built and owned by the people there's also a live space going on now with Mario discussing the upcoming roadmap x.com/i/broadcasts/1jGXggynkโ€ฆ LFG solana:hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux ๐Ÿš€
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Andrew and @joinnoblemobile acquired the @helium_mobile cell service. @helium is independent and community driven. The decentralized network will continue to grow. ATT, TMO and now Noble Mobile in addition to Helium Mobile will use the helium network when available!
NEW: Andrew Yang's Noble Mobile has acquired crypto-powered wireless carrier Helium Mobile, combining Noble's mobile service business with Helium's blockchain-based wireless network.
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RT @amirhaleem: I hate โ€œsome personal newsโ€ tweets, but, some personal news after 13 years running Helium, I let the team know a couple ofโ€ฆ

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More accessible data, more visibility. That is the way. OSINT at a whole new scale.
There's an invisible war being fought over the Strait of Hormuz right now. Iran, Israel, the US - all spoofing GPS signals to confuse adversaries, disrupt shipping and hide movements. The Wingbits DePIN community has been mapping it all - and just helped a major newspaper understand this type of modern warfare and explain it to the world. ๐Ÿงต independent.co.uk/news/worldโ€ฆ
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Testing out @diodeinc PCB CLI tooling with our design pipeline to see if we can go 0-1 prototype board in lightning speed. So far the iteration cycle between Requirements > Design > BOM > Sourcing > Validation cycles are compressing... We live in a whole new era
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And now you can see... 1) Network Coverage 2) Map Features 3) Street Level Imagery All on beemaps.com/agent More coming...
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There two types of people in the world >complainers >creators
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A story in three parts.
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Things are moving fast... now you can go touch grass ๐ŸŒฑ
Announcing a new Claude Code feature: Remote Control. It's rolling out now to Max users in research preview. Try it with /remote-control Start local sessions from the terminal, then continue them from your phone. Take a walk, see the sun, walk your dog without losing your flow.
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Some great points on ways you can start figuring out how to embed agents into your team and workflow
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if your friends arenโ€™t talking about: - claude code - creatine - openclaw - looksmaxxing - ai agents - helium - prediction markets - mac mini time to find new friends
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You can just do things ๐Ÿ
> be Sammy Azdoufal, software engineer > spend $2000 on DJI Romo vacuum > decide to control it with xbox controller like a chad > use Claude to reverse engineer the API > It works because Claude is the GOAT > just need to grab auth token from their cloud servers > token works... Claude is unbeaten > wait why is he authenticated as 7000 devices > ohno.jpg > backend trusted any valid token for any device, no ownership verification > mfw Sammy has live camera feeds from vacuums in 24 countries > watching some german dude eat cereal at 3am > can pull SLAM data and get floor plans of everyone's house > could be the world's most efficient burglar > could be the world's most at scale pervert > Sammy just wanted to drive his vacuum bro > reports it like a responsible adult > DJI patches in 2 days > back to being a normal guy with overpriced roomba > mfw the entire IoT industry treats auth like it's 2005
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as some of you might recall, we spoke before about work we had been doing with our carrier partners to improve how they get visibility in to the quality of service for their traffic once their subscribers join WiFi networks like @helium and leave their cellular network traditionally this has been a bit of a black box - once the subscriber is off their network, they have little to no information on the quality of the connection, how long it lasted, how much data was consumed, etc. this in turn led those carriers to act on the more conservative side when it came to making offload decisions it's why Hotspot hosts would sometimes see traffic dips or long periods of time where no carrier offload occurred. carriers are becoming smarter at deciding where and how much traffic to offload based on economics (for paid contracts) but also based on the performance of both WiFi and cellular in a given venue thankfully, at least one of our partners has now implemented upgraded mechanisms as a result of our QoS work, and we're starting to see the results of that change as of yesterday I would expect to break ATH's over the weekend, as we might see 40-50% less rejections than we had in the past ๐Ÿš€
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obviously the crypto market across the board is...not good. but the things that we can control are going incredibly well and exceeding our expectations one thing that is somewhat undiscussed in the report is how we internally think about @helium_mobile vs @helium - to be incredibly blunt, there is no way that HM can be successful without Helium. MVNO's are notoriously low margin high difficulty businesses - we have absolutely no interest in trying to replicate Mint Mobile, Boost, or any of the others out there what we *are* building towards is a carrier that can stand on its own, with minimal or no dependence on a coverage partner. it will only be possible to do this if Helium gets big (really big), if HNT is the currency of connectivity, and if HM subs predominantly use Helium vs a partner. today that number is around 19% of all HM subscriber data, and our mission in 2026 is to increase that substantially. more HM data = more HNT bought and burned the @blockworks dashboard does an incredible job of getting into the details about how Helium and HNT are doing, and I'm glad this kind of IR work is getting done and shared with everyone ๐Ÿซก
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Let them eat

ALT Video Juego De Pacman GIF

pretty clear that by the end of this year, AI agents will become a significant consumer of API consumption on bee maps.
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I've been exploring using @AnthropicAI Claude Skills to develop hardware requirements that take into consideration customer feedback, sourcing, compliance, and simulations. Who else is using Claude to design hardware? What's your setup looking like?
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Beyond just coding this has accelerated my work around product and systems development. Itโ€™s going to be something to watch out for especially now that the DoW is enabling its use within its network. How can these engineers and project leads stay on top of their game vs industry?
A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual autocomplete coding and 20% agents in November to 80% agent coding and 20% edits touchups in December. i.e. I really am mostly programming in English now, a bit sheepishly telling the LLM what code to write... in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful, especially once you adapt to it, configure it, learn to use it, and wrap your head around what it can and cannot do. This is easily the biggest change to my basic coding workflow in ~2 decades of programming and it happened over the course of a few weeks. I'd expect something similar to be happening to well into double digit percent of engineers out there, while the awareness of it in the general population feels well into low single digit percent. IDEs/agent swarms/fallability. Both the "no need for IDE anymore" hype and the "agent swarm" hype is imo too much for right now. The models definitely still make mistakes and if you have any code you actually care about I would watch them like a hawk, in a nice large IDE on the side. The mistakes have changed a lot - they are not simple syntax errors anymore, they are subtle conceptual errors that a slightly sloppy, hasty junior dev might do. The most common category is that the models make wrong assumptions on your behalf and just run along with them without checking. They also don't manage their confusion, they don't seek clarifications, they don't surface inconsistencies, they don't present tradeoffs, they don't push back when they should, and they are still a little too sycophantic. Things get better in plan mode, but there is some need for a lightweight inline plan mode. They also really like to overcomplicate code and APIs, they bloat abstractions, they don't clean up dead code after themselves, etc. They will implement an inefficient, bloated, brittle construction over 1000 lines of code and it's up to you to be like "umm couldn't you just do this instead?" and they will be like "of course!" and immediately cut it down to 100 lines. They still sometimes change/remove comments and code they don't like or don't sufficiently understand as side effects, even if it is orthogonal to the task at hand. All of this happens despite a few simple attempts to fix it via instructions in CLAUDE . md. Despite all these issues, it is still a net huge improvement and it's very difficult to imagine going back to manual coding. TLDR everyone has their developing flow, my current is a small few CC sessions on the left in ghostty windows/tabs and an IDE on the right for viewing the code manual edits. Tenacity. It's so interesting to watch an agent relentlessly work at something. They never get tired, they never get demoralized, they just keep going and trying things where a person would have given up long ago to fight another day. It's a "feel the AGI" moment to watch it struggle with something for a long time just to come out victorious 30 minutes later. You realize that stamina is a core bottleneck to work and that with LLMs in hand it has been dramatically increased. Speedups. It's not clear how to measure the "speedup" of LLM assistance. Certainly I feel net way faster at what I was going to do, but the main effect is that I do a lot more than I was going to do because 1) I can code up all kinds of things that just wouldn't have been worth coding before and 2) I can approach code that I couldn't work on before because of knowledge/skill issue. So certainly it's speedup, but it's possibly a lot more an expansion. Leverage. LLMs are exceptionally good at looping until they meet specific goals and this is where most of the "feel the AGI" magic is to be found. Don't tell it what to do, give it success criteria and watch it go. Get it to write tests first and then pass them. Put it in the loop with a browser MCP. Write the naive algorithm that is very likely correct first, then ask it to optimize it while preserving correctness. Change your approach from imperative to declarative to get the agents looping longer and gain leverage. Fun. I didn't anticipate that with agents programming feels *more* fun because a lot of the fill in the blanks drudgery is removed and what remains is the creative part. I also feel less blocked/stuck (which is not fun) and I experience a lot more courage because there's almost always a way to work hand in hand with it to make some positive progress. I have seen the opposite sentiment from other people too; LLM coding will split up engineers based on those who primarily liked coding and those who primarily liked building. Atrophy. I've already noticed that I am slowly starting to atrophy my ability to write code manually. Generation (writing code) and discrimination (reading code) are different capabilities in the brain. Largely due to all the little mostly syntactic details involved in programming, you can review code just fine even if you struggle to write it. Slopacolypse. I am bracing for 2026 as the year of the slopacolypse across all of github, substack, arxiv, X/instagram, and generally all digital media. We're also going to see a lot more AI hype productivity theater (is that even possible?), on the side of actual, real improvements. Questions. A few of the questions on my mind: - What happens to the "10X engineer" - the ratio of productivity between the mean and the max engineer? It's quite possible that this grows *a lot*. - Armed with LLMs, do generalists increasingly outperform specialists? LLMs are a lot better at fill in the blanks (the micro) than grand strategy (the macro). - What does LLM coding feel like in the future? Is it like playing StarCraft? Playing Factorio? Playing music? - How much of society is bottlenecked by digital knowledge work? TLDR Where does this leave us? LLM agent capabilities (Claude & Codex especially) have crossed some kind of threshold of coherence around December 2025 and caused a phase shift in software engineering and closely related. The intelligence part suddenly feels quite a bit ahead of all the rest of it - integrations (tools, knowledge), the necessity for new organizational workflows, processes, diffusion more generally. 2026 is going to be a high energy year as the industry metabolizes the new capability.
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