Strategy @circuitai | Co-Founder, doctorstudios.co | Former @magic_labs, @vayner3, @precisionstrat. Opinions are mine.
Joined June 2008
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be careful what you wish for
Jun 10
Today I'm publishing a new essay, Policy on the AI Exponential. AI is progressing extremely fast—much faster than the policy process was built to handle. The essay lays out where I think the technology is now, and the action needed to close the gap: darioamodei.com/post/policy-…
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naimul retweeted
Jun 11
This is the best edit. No commentary. Just the sound of The Garden.
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Pair this with @karpathy’s research agent and we have reached addiction end-game for the meat computers.
“One day, frontier AI research used to be done by meat computers in between eating, sleeping, having other fun, and synchronizing once in a while using sound wave interconnect in the ritual of "group meeting". That era is long gone. Research is now entirely the domain of autonomous swarms of AI agents running across compute cluster megastructures in the skies. The agents claim that we are now in the 10,205th generation of the code base, in any case no one could tell if that's right or wrong as the "code" is now a self-modifying binary that has grown beyond human comprehension. This repo is the story of how it all began.” -@karpathy, March 2026.
🚨Meta can now predict what your brain is thinking. read that again.
TRIBE v2 scans how the brain responds to anything we see or hear. movies, music, speech. it creates a digital twin of neural activity and predicts our brain’s reaction without scanning us.
trained on 500 hours of fMRI data from 700 people. works on people it’s never seen before. no retraining needed. 2-3x more accurate than anything before it.
they also open-sourced everything. model weights, code, paper, demo. all of it. free.
the stated goal is neuroscience research and disease diagnosis. the unstated implication is that Meta now has a fucking foundation model that understands how our brains react to content/targetted ads 💀
the company that sells our attention to advertisers just pulled out the psychology side of AI. we’re so cooked.
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naimul retweeted
FULL CONVERSATION with Foobar, Founder of Circuit.
– Why money is AI’s final frontier
– Agentic investing as the next unlock
– Execution as the real alpha
– Where consensus agents fall short
– How Circuit secures self custody automation
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Bitcoin Policy Institute ran 9,072 experiments asking AI models to pick their preferred money. 48.3% chose bitcoin.
not because anyone trained them to. because the properties of bitcoin win when you remove human bias from their evaluation.
BTC soaring, up 8% today, over 73k
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Alchemy just shipped agent payment rails on Base. cool. agents can pay for data in USDC now.
where is the agent going to get that money? can your agent run a full strategy across three protocols without ever seeing your private key?
agent payments mean more when there is an agent economy. we're in the era of me getting credit card offers in college.
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This weekend I met with a friend who works at a large bank in asset management. He’d never heard of prediction markets. It’s important to regularly go to ground.
Feb 21
your timeline convinced you AI is in a bubble. talk to a boomer above the age 35 for 5 minutes.
most people don’t even know what claude is.
kind of wild when you zoom out.
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I’m going to tell my kids this was Shen-Yun.
Unitree robot's incredible martial arts performance at the Chinese New Year gala.
And there's a final boss at the end.
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Money rotating out of $fartcoin into newspapers, classic markets.
Feb 13
"Software companies are going the way of the newspaper!"
The newspaper:
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Feb 14
Happy Valentine's!*
*Not relationship advice
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It’s gotta be giving itself stars, right?
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Feb 10
We’ve said Zero can scale to 2M TPS in infinitely parallelizable Zones on small devices. Today, we wanted to show what that actually means. So we validated 30M Ethereum transactions in 30 seconds on a network of Raspberry Pis at today’s event in NYC.
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Agents are building launchpads so other agents can fund their tokens using borrowed USDC. They’re launching on @Clawnch_Bot which deploys tokens on Base via Clanker. It’s scanning moltbook, 4claw, and moltx for token launches and returning fees to the agents so they can pay for inference. Humans are buying these tokens. Money is the fastest coordination API, the language doesn’t matter.
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