What’s the bull case for decentralised AI compute? If there’s so much latent computing power which can be brought online and used effectively, why aren’t the top labs trying to do it? Open source models will never be better than the frontier closed source models, having good open source models doesn’t prevent the permanent underclass forming if there’s always a restricted model that’s way better. Open source models can be run locally on decent hardware (expensive but the type of power user who cares can generally afford it), so why even bother decentralising the inference compute Potential straw man arguments but interested if there’s any solid reason why it’s actually needed. Most of the noise I hear makes it feel like a forced crypto x AI narrative

Hyperliquid

Everyone jokes about permanent underclass for years but then acts surprised when 99% of people are restricted from truly powerful models?? What did you think it was going to look like??

Do people realize NVIDIA has a Price to Sales of 47x in March of 2023? Compare to 94x for SpaceX Now the P/S of NVIDIA is ~19x If you invest in mega trend assets, they can (will) grow into their valuations. There is leniency in the markets now because of the AI run

Elon Musk should sell all his trillion dollars of stock and then he would have a trillion dollars of cash and he could give me me some and some to other people too and he would still have lots left over it’s so rude that he isn’t doing this

$SPCX FDV is a meme at launch $100B circulating is cheap

If someone contributes to the corpus of human knowledge by developing a superweapon, are they ethically compelled to share that discovery with the rest of the world in an unrestricted manner, so each person can decide for themself how it should or shouldn't be used?

when did everyone everywhere get so pessimistic about everything we live in a literal golden era. sci-fi esque intelligent machines, miracle drugs, self-driving cars, spaceflight, new monetary systems, robotics, quantum computing this shit is awesome

Hard to believe, but It’s quite difficult to make a model that is both good at frontier biology research and can be guaranteed to not help with bioweapon manufacture

People pretending the fable guardrails are some permanent paradigm shift rather than a safe temporary solution which lets them release the model quicker

“Oohh Anthropic won’t let me use their new model for AI research” - C tier researcher who wasn’t contributing anyway Maybe if you were so great at AI research you would be working at a frontier lab….

Yes this sucks right now, but also unbelieveably bullish is it that it's so good they've had to put the guardrails this high

The WSJ article on hyperliquid is a good overview. The world will be quickly moving to efficient low cost 24-7 trading of real world financial assets not just crypto assets. The liquidity is moving to decentralized exchanges and away from more costly centralized exchanges .

how tf did Injective get in here. Fucking cosmos coins man

Someone should build a version of polymarket where you can bet on something and then you win the bet if that thing happens

The events of the last 6 months in technology are arguable amongst the most important in human history The tools now increasingly exist for recursive self improvement of models & agents We are likely in very early lift off & exponential Largely unnoticed outside of tech

After much consideration I’ve decided Hyperliquid should give me the unallocated community tokens so I can make sure they’re disposed of correctly

Normalise 3 digit $HYPE in your mind It will help prevent you selling too early and pulling a Newton

1 to this i was absolutely balls deep in SOL during most of the two previous runs, was the only ecosystem i knew and most of my net worth was in the token this hype run feels v similar from an in group / out group point of view on CT. it is extremely obvious who is sidelined and who is enjoying ppl wanted to just categorise solana as a shitty chain for poor ppl with bad investors that goes down all the time, but the economic activity and the dApps told a much brighter story i had a friend who i even gave SOL to in 2022 and started a phantom to try get him to understand and he didn't even use it bc he was so convinced solana was shit now ppl with hype are saying the same shit. it's just a DEX, where's the moat, regulation, hacking risk, competition the worst thing you can do in crypto is have an unfalsifiable thesis, for those who were conservative on regulation imo you were somewhat falsified with the circle / coinbase announcement, or at least risk reduced. that was a signal to change thesis and still get a good entry, but many were already stuck in their opinion the same is true with the perps approval in the US, that was a signal but those already stuck somehow paint new competition as bearish there is finally a good product in crypto that is seeing mass adoption and literally disrupting global trade, if you're in this industry you want to see this product win the other main thing ppl are midcurving is that whether a token goes up or down is solely determined by the buyers vs the sellers. there is substantial buy pressure that is hard-coded into the token and holders are still reluctant sellers, it does not take as much demand as you think it does for this thing to continue to send if you don't own the coin, the very least you can do for yourself is to try not short it. there is a treasure trove of overvalued assets that deserve to be shorted, but the strongest asset of this year is not one of them you may have missed out on the opportunity to make money but there's no reason to lose money on rage shorts there is no hype beta i love u