Joined August 2014
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174 Photos and videos
1 Sep 2025
Training compute for frontier models is doubling every 6 months.
The headlines focus on GPT-5 or Gemini 3, but the real war is for power and chips.
Datacenters are now measured in gigawatts, not square meters.
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1 Sep 2025
Whoever secures energy and silicon first will dictate the pace of intelligence itself.
The infrastructure will decide the winner and will power breakthroughs across every industry.
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28 Aug 2025
10,000 home robots generate more training data than YouTube’s 20M daily uploads.
Factory robots plateau after 40 hrs. Home robots never stop: every coffee spill, door handle, and routine is a lesson.
Your living room is about to become the classroom for superintelligence.
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26 Aug 2025
GPT-5 is the most powerful model yet.
So why does it feel… modest?
The answer lies in 5 forces that shape how we perceive progress. 🧵
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26 Aug 2025
V. Gaps
As systems improve, the missing pieces stand out:
– no persistent memory
– weak temporal reasoning
– brittle adaptation
Each breakthrough makes the gaps feel bigger.
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26 Aug 2025
GPT-5 feels modest because revolutions don’t announce themselves.
Railroads, electricity, the internet all seemed incremental…until they redefined the world.
The lesson: Modesty is the moment when a breakthrough turns into everyday reality.
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25 Aug 2025
Settlement delays? Gone.
Mortgage paperwork? Gone.
Brokers clipping fees on every step? Gone.
Friction doesn’t survive in a programmable world.
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25 Aug 2025
When information moved online, it blindsided incumbents.
Tokenization will do the same to finance.
This time the stakes are trillions.
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25 Aug 2025
The internet finally gets its financial layer.
And once it’s live, markets will look less like Wall Street and more like software.
The question isn’t if.
It’s who adapts fast enough to survive.
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25 Aug 2025
In the 90s we digitized information. That gave us Google, Facebook, and email. It also killed newspapers and rewrote the music industry.
Now we’re about to digitize value itself. And the impact will be 10x bigger.
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25 Aug 2025
The changes are already underway:
- Dubai is fractionalizing real estate
- Robinhood & Kraken testing tokenized equities abroad
- Coinbase lobbying to do it here in the US
The dam is cracking.
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25 Aug 2025
Example: You own 1% of a Manhattan apartment.
That token can:
- Stream you 1% of rent every month
- Serve as collateral for a loan
- Unlock one night per year to actually stay there
Ownership becomes programmable.
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25 Aug 2025
Once assets live on-chain, they stop behaving like assets and start behaving like software.
That’s the shift no one is ready for.
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25 Aug 2025
Look at the real numbers:
- $120T real estate
- $100T equities
- $13T treasuries
- $12T gold
Every asset class is on deck. Not billions. Trillions.
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25 Aug 2025
The White House just released a 168-page crypto strategy.
Buried inside: $600B in assets tokenized by 2030.
That’s laughably small.
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22 Aug 2025
AI isn’t peaking, it’s only beginning.
Too many treat it as another tech wave. In reality, it’s the foundation of a new era: reshaping economies, accelerating science, and forcing us to rebuild infrastructure from the ground up.
Here’s why the biggest opportunities are ahead 🧵
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22 Aug 2025
5/ The bold will outrun the cautious
Most corporations are too risk-averse to go all in. Startups that are AI-first will define the next decade while incumbents slow-walk into irrelevance.
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22 Aug 2025
What feels advanced today will look primitive in five years.
The question isn’t if AI transforms society, but whether you’ll be part of the wave or left behind. 🌊
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