AI Consumer Entertainment @bitkraftVC
Joined March 2013
- Tweets 1,895
- Following 1,560
- Followers 3,258
- Likes 13,819
275 Photos and videos
Pinned Tweet
23 Jul 2025
This weekend I found myself completely lost in vibecoding what I've always wanted to build: A Diablo-like, 2.5D isometric fantasy dungeon crawler (I am not known for my originality)
I used @cursor_ai as the IDE and alternated between @grok and Claude Sonnet to build out the code and debug whenever either got stuck. I have zero coding knowledge and this was candidly quite daunting before I started, but when I did start I found the hours whizzing past. I also found myself really enjoying the experience, which is nice. It felt like finding a new hobby.
I highly recommend people give this a whirl. The possibilities are limitless and the future is very very bright. All you need is curiosity, willpower, and patience!
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Mira Murati says human-AI collaboration needs models that can listen while they think:
"The types of models that we work with today, they're very turn-based. You talk, they talk, then they go off and think."
"While they're thinking, it's almost like they're deaf and blind. They cannot perceive anything else about what's going on."
"By contrast, our interactions with each other are very rich. There is a lot of information in our interactions when we are silent, when we're thinking, when we're interrupting one another."
"Interaction models are able to capture all of this nuance. They're not turn-based. They're more like time-based interaction, where they're continuously taking in audio, text, video, and continuously providing output."
"This enables you to catch things like interruptions and simultaneous speech, and really create a rich, high bandwidth interaction between humans and machines."
@miramurati at Bloomberg Tech live with @emilychangtv
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jonathan huang retweeted
Jun 6
The fall is so stupid
U don't really need 1.5TB per CPU for training, chatbot interactions, and light agentic workloads
Provisioning that much DRAM for them will just lead to underutilization and waste of resources (500GB-750GB per CPU is enough)
My biggest fear was Nvidia being unable to sell finished Rubin NVL72 racks becuz of the DRAM shortage
Now they can handle demand in a much better way
SemiAnalysis: NVIDIA is reducing the SOCAMM capacity for Rubin. via @TMTBreakout
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there is a classic venture heuristic that revolutionary products tend to start out looking like toys, but it is increasingly clear to me that this framework is breaking down in real time because of a quality that AI confers to the reality we live in: time compression
this generation of founders no longer have the luxury of time on their side to incubate a toy and slowly build it into a platform anymore
the traditional playbook, and when i say “traditional” i am referring to the AI thought pieces from the *distant* 2024/2025, revolved around find a wedge that is 1000x better than incumbents, then systematically verticalize
I’d argue you’re probably going to be way too slow if you are building that way
i think winning this race requires teams that have the right constellation of capabilities to build from the terminal state from day 1
which capabilities you ask? read this longer piece from the indelible @SpencerMa_ on world models to find out
DMs open if you are one of those teams
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jonathan huang retweeted
May 6
I've always been passionate about games and they've played a big part in @GoogleDeepMind’s history, as the perfect proving ground for AI. Thrilled to announce this research partnership with @FenrisCreations - @EveOnline is one of the most extraordinary games ever built and has an amazing community. Very excited to work with @HilmarVeigar and the team!
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jonathan huang retweeted
May 5
Career advice nobody told you: You have to demonstrate excellence in everything you do. Your income scales proportional to the amount of excellence that you're able to demonstrate. Strategic incompetence is a lie. You don't get to pick and choose when to show up, because the world will ignore your best and judge you for your worst. Everything matters. Every single thing. Top performers show up with energy and enthusiasm for the little things just as much as they do for the big things. If you're in the top-10% of performers, there's no ceiling for what you can do. But the self-awareness to identify where you currently stack up, and adapt to the honest feedback on it, is very rare. If you're in the top-10%, you know it. If you're not, figure out why and fix it.
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jonathan huang retweeted
Apr 20
Once again, the modern VC industrial complex perpetuates startup short-termism
Businesses that are hard and important, but need time to turn profits, is why VC exists as an instrument (i.e. long term investment with asymmetric upside)
With VCs now incentivized to produce short-term scoreboard results (e.g. markups -> consensus investing) motivated by AUM “prestige”, less and less firms are incentivized to actually bet on something with the view of success on a longer time horizon and instead make investments by underwriting the likelihood a company attracts more investment from someone else in <3 years
anything meaningful is usually hard to build… most people have become too short-term to pursue this type of stuff
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Indeed, it was *because* I was not from the aerospace industry that SpaceX made such radical breakthroughs. Same for Tesla.
Those in the industry would have if they could have.
Mar 31
In this 2015 interview, the host — a Tsinghua University professor — expressed genuine curiosity about how Elon Musk was able to found SpaceX without prior experience and knowledge in aerospace, especially given that rocket science is one of the most demanding hard sciences — and that Musk was serving as both CEO and CTO.
Musk explained that deep expertise can be built outside formal academic programs — by reading extensively, conducting experiments, and speaking directly with experts in the field.
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Feb 26
PSA: this is a prosumer research tool with powerful web crawling capabilities which means it’s great for fundamental, qualitative research but it is by no means going up against BBG terminal (quantitative, tick by tick data, opaque fixed income markets)
apples and oranges..
Feb 25
Perplexity just became the the first Al company to truly go head-to-head with the Bloomberg Terminal...
Using Perplexity Computer (with no local setup or single LLM limitation), it was able to build me a terminal with real-time data to analyze $NVDA using Perplexity Finance:
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Feb 19
perhaps my favourite learning about @steipete is him quoting Howard Stark from Iron Man 2. incredible auramogging
ALT A side-by-side two-panel collage. The left panel shows a grainy 1970s-style film reel of Howard Stark from Iron Man 2. The right panel shows a high-definition screenshot of Peter Steinberger in a black t-shirt during an interview on the Lex Fridman podcast. Both images include subtitles at the bottom that read: 'I'm limited by the technology of my time
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Feb 15
pray this does not happen, behave like it will
Feb 14
In 10 years, there will be two classes of people.
Economists call it the "K-shaped economy" - and the next 2-3 years will decide which line you're on.
• An overclass that uses AI as a lever to build wealth, automate income, and make decisions at a speed no human can compete with alone.
• And an underclass that gets managed by it.
This isn't just "coming". It's already happening.
Some mind-blowing stats:
• Workers with AI skills earn 56% more than the same job without them. That premium doubled in a single year.
• Industries adopting AI are seeing 3x the revenue growth per employee.
• Meanwhile, 90% of workers haven't taken a single hour of AI training.
• Goldman Sachs estimates 300 million jobs will be affected by AI by 2028. That's 24 months from now.
If you're reading this now and you haven't built systems with AI - haven't automated a single workflow, haven't used it to create anything that makes you money or makes you irreplaceable - you are currently on the wrong line.
That's not an insult. You have the agency to change your trajectory right now.
But six months from now, the gap will be twice as wide. And a year from now, it may not be crossable.
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jonathan huang retweeted
Jan 13
my competitive advantage is that i'm having fun
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video games sell cosmetics
agent generated worlds sell agency
the age of infinite passive content will destabilise the attention economy, and manipulating outcomes through agents represents one of the various ways the current and future generatations will be entertained
this is the beginning of the return of the metaverse, you just don’t know it yet
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if you are watching @moltbook unfold and observing the sheer virality and entertainment value of of emergent, probabilistic agent-generated realities, you should be building the next generation of interactive entertainment startups
and if you are you should reach out to me
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jonathan huang retweeted
Jan 29
Project Genie is a prototype web app powered by Genie 3, Nano Banana Pro Gemini that lets you create your own interactive worlds. I’ve been playing around with it a bit and it’s…out of this world:)
Rolling out now for US Ultra subscribers.
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jonathan huang retweeted
Jan 28
sf escape room called The Permanent Underclass and it’s just a room with a laptop and claude code installed
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jonathan huang retweeted
Jan 28
Hypergambling as a path to wealth always seemed like a pretty dumb meme but is particularly ill-timed in 2026
The opportunity cost of doing anything other than building this year seems massive
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jonathan huang retweeted
3 Dec 2025
We invested in @playcambria... again.
Cambria is building a "risk-to-earn" MMORPG that merges the deep, nostalgic gameplay loops of titles like Old School RuneScape (OSRS) with the adrenaline of real-value wagering and high-risk speculation.
We think this goes beyond games: it’s a digital economy with teeth.
Read more about our continued conviction in Cambria's mission: bitkraft.vc/insights/why-we-…
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27 Nov 2025
Remember the name @BITKRAFTVC
27 Nov 2025
for every story like that, glad that we have very supportive and helpful partners like @BITKRAFTVC backing us since we were building from just an idea
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