Speaking at #NEARCON2026 this February in San Francisco. A global gathering focused on making AI useful, trustworthy, and economically real. nearcon.org I’ll be at #NEARCON2026 in San Francisco, Feb 23–24. NEARCON brings together builders, researchers, and institutions shaping how AI scales into everyday economic life without compromising trust, openness, or participation. nearcon.org We’re looking forward to seeing you in San Francisco.

This note regarding the importance of Elon leading Tesla is more relevant now than ever. Tesla is at a critical juncture, as it is metamorphosing into the world leader in robotics. Creating large-scale, useful robots requires expertise across engineering design, manufacturing, real-world AI software, chips for AI, and more. Elon is, quite likely, the only person on Earth with deep skills and the right instincts across all these domains. Please vote yes on the shareholder proposal, and let's bring extraordinary prosperity to the world.

🚀 Excited to be at YC S25 Demo Day, the future of AI starts here. #YCombinator #DemoDay #PINAI

🚀 Thrilled to witness this historic moment! @C1Fund has gone public on the NYSE—paving the way to bring a basket of leading digital asset equity companies to the public markets. It’s not just token-treasury companies that can list— now, token-equity companies will be able to trade on the NYSE too. Proud that @pinai_io is part of this journey with C1 Fund. A new chapter begins. 🟣📈 #CryptoEquity #IPO #DigitalAssets #NYSE

3M users said yes to owning their data and their destiny. The era of personal AI has officially arrived.

Leadership matters

Watching Circle's IPO pricing is fascinating from a fintech infrastructure perspective. Having built payments infrastructure at Circle, I can tell you: when you control money issuance, you're not in fintech anymore. You're in monetary policy. $26/share = $6B valuation for $60B circulation = 0.1x multiple. (rough number) This is structural mispricing. Circle isn't a money market fund - it's a digital dollar infrastructure with quasi-sovereign issuance rights. For context: PayPal: $70B market cap, $1.5T volume Visa: $500B market cap, $14T volume Circle: $6B valuation, ~$12T volume The math doesn't work. 25x oversubscribed tells the real story. Underwriters priced for "safety" but missed the fundamental shift: Circle controls the digital dollar printing press. Fair infrastructure multiple should be 0.25- 0.4x circulation, putting Circle at $150-250B valuation. Tomorrow's trading will be a repricing event. Not just for Circle, but for the entire digital monetary infrastructure category. The market is about to learn this lesson.

Getting ready for launch, apps.apple.com/us/app/pin-ai…

Recommend PIN AI's technical writer.

Incredible PIN AI product launch at Consensus last week! 🌟 #PINAI #Consensus2025

Another episode of the PIN AI podcast is here, and this one is special. 🔥 This week's guest is @calilyliu, the president of @solana Foundation and co-founder of @anagramxyz. She will be joined by our co-founders @DavideCrapis, @benPINAI, and @BillSun_AI. 📆 Wednesday, April 16th 🕐 1:30 PM - 2:30 PM PT Stay tuned 👀

Excited to announce our next Podcast Guest: Lily Liu @calilyliu, the president of @solana foundation,m. The podcast is with @DavideCrapis , @benPINAI and me at next Wed 4/16 1:30-2:30pm PT.

Personal AI - Pin AI개인화된 AI라는 것은 무엇인가? @pinai_io - 니어의 일리야가 투자함. 개인화된 AI라는 것은 무엇인가? 피티를 들여다봅니다. - 사람의 관심은 사실 비싸다 - 대부분은 AI한테 어떻게 질문하는게 좋은지를 모른다 - 그래서 개인화된 데이터가 필요함. - 빅테크 대기업들은 자신의 데이터만 볼 수 있음 (메타, 애플, 구글등등) - Pin AI는 이렇게 파편화된 개인에 대한 데이터를 다 모아서 개별화된 AI를 만드는 것인가? (진짜 궁금해서 ...) - God Model을 통해서 스코어링을 함. AI School이라는 것을 이용해서 개인화된 데이터를 모아서 안전하게 활용한다는 개념임. - 블록체인이 이런 에이전트들을 관리하는데 최적화되었다고 생각한다고 함. - 구조를 보니까 실제로 그동안 각 서비스에 있는 데이터를 모아서 개인화 인덱싱을 하고 이를 바탕으로 AI를 구현할 예정임. - 이것을 바탕으로 개발하는 개발자는 각 개인에 대한 데이터가 광대하게 제공이 되어서 더욱더 개인화된 에이전트가 개발이 가능함. - 가장 중요한것은 보안 - Data Connector인데 PIN AI조차도 데이터를 직접 보지는 못함. - Agent Service Protocol은 에이전트 네트워크의 기본적인 형태를 갖추기 위한 서비스임. - 모바일앱도 개발중이며 에이전트 마켓플레이스도 예정되어있음. (다양한 형태의 에이전트끼리의 협업이 가능해짐) 🔰개인적인 생각 우선 가장 중요한 부분은 개인 데이터에 대한 보안일것으로 보입니다. 여기에 대한 신뢰가 생기면 PIN AI는 개인화 에에전트가 사용해야할 데이터 서비스가 될 것으로 보일 수 도 있습니다. 즉, 많은 사람들이 사용하면서 자신이 사용하던 다양한 서비스들을 연결하고 PIN AI에 정보를 제공해줘야지 개발자들도 이것을 바탕으로 확장이 될 것으로 보임.

developers.googleblog.com/en… Quote from our Founding AI Scientist: Google’s Agent-to-Agent communication protocol article shared by Gray, @pinai_io Full Stack Engineer. This is a formal definition of agent to agent interaction protocol. In the article, many content are overlapped with what we have been doing. We are ahead of the curve. :) If this goes big, there will be service agents everywhere. And every person would have their own personal agent.

Talk at Berkeley Hackathon

AI has evolved rapidly in the last few years! Building personal agents supported by contextualized data is key to making the next step in the evolution of artificial intelligence.

I’m excited to announce the cohort for our fourth Crypto Startup Accelerator program (CSX 04), starting this week in San Francisco. CSX helps early-stage startups building on blockchain technologies to accelerate development and product-market fit. It is an intensive program that provides the expertise, mentorship, and support that startups need to build ambitious products across industries. Over the next two months, the founders of these companies will get firsthand guidance and support from a16z crypto’s investing and operating teams. We connect founders with capital, industry experts across the a16z network, and a cohort of leading web3 teams. a16z CSX also invests a minimum of $500,000 in each company that’s accepted. The founders in CSX 04 are coming to San Francisco from countries around the world: Canada, France, Germany, South Korea, United Arab Emirates, and across the US. Here are the companies participating in CSX 04: Ambient: building a blockchain that integrates large language models for verifiable, censorship-resistant AI capabilities @CambrianNetwork: provides verifiable data for AI agents engaging in DeFi @inconetwork: enables confidential compute to existing blockchains @KYDLabs: building a fully integrated commerce layer designed for live events @launchercapital: building the next generation of AI agents through gamification and blockchain technology @MahojinAI: a search-to-generate AI platform that provides exact images through a remixable library @getoro_xyz: a decentralized intelligence platform unlocking private data for frontier AI Toji: makes onchain popularity markets for videos @zardotapp: building a decentralized cash-to-stablecoin platform for emerging markets Some companies that have been accepted are currently in stealth, and will be named soon. We may also add more companies to the cohort. Congratulations to each of our CSX 04 companies. I can’t wait to kick things off with them this week.