AI × DeFi × capital markets | absurd takes on modern finance
Joined September 2018
- Tweets 9,089
- Following 1,574
- Followers 4,487
- Likes 43,532
802 Photos and videos
Talent density is insane. From that single cohort:
• Jeffrey Yan (@chameleon_jeff) - Hyperliquid (~$40B)
• Alexandr Wang (@alexandr_wang) - Scale AI (~$29B, now leading Meta AI)
• Scott Wu (@ScottWu46) —- Cognition (Devin AI, ~$10B )
• Jesse Zhang (@thejessezhang) - Decagon (~$4.5B)
• • Steven Hao (Cognition CTO), Johnny Ho (Perplexity), Demi Guo (Pika), etc.
Olympiad kids → HRT interns → building the future.
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love this - also a big reason why the USA wins!
missing an obvious winner is more damaging than an investment going to zero
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Classic Big Tech move: let the labs do the hard work, then lobby gov for KYC cloud-only access and become the gatekeeper.
Game theory from here is super interesting:
Original Mags (Google, Amazon, Microsoft, Meta) now have a serious non-zero opportunity to tank the frontier labs.
Go to the government, kneecap the labs’ motion of putting the latest models out in the wild, become the trusted gatekeeper between the labs and the public at large (including internationally) by having the labs go through their clouds (AWS, GCP, Azure) and implement strict KYC to seal the deal.
The frontier labs should have seen this coming years ago and implemented a robust KYC for just this moment. The fact they didn’t is kind of concerning.
Why did they not do it?
Best guess is because it would have changed the run-rate revenues (downward) which would have then changed funding dynamics - lower valuations, more dilution, less secondary.
A valuation reset may happen now anyways, except the labs may end up with less control and more restrictions at the end of it. At the same time, everyone is already clamoring about token prices of the old models from the labs anyways…
This couldn’t be a better setup for open source and neoclouds. Big question is can they meet the moment?
There are too few of them and their progress seems sporadic at best.
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very cool to see this model coming from Brazil! impressive work
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Wait what? Rio 3.5 Open 397B, developed by IT company of Rio de Janeiro's city government is now SOTA open source and even outperforming Qwen 3.7?
What is happening today.
Never heard of them before.
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.@Polymarket / @Kalshi are going to have an insane amount of growth with the world cup - parabolical numbers, way more than the election
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André retweeted
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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André retweeted
Jun 12
TON is becoming GRAM in days.
The rebrand caps a multi-front shipping streak: sub-second finality, fee cuts, Telegram's renewed engagement.
Staking economics shifted as a downstream effect.
In our latest article, we explore what's happening on @ton_blockchain and how institutions access it via TonWhales: p2p.org/economy/ton-staking-…
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The future is so exciting!
Can we also give money on the BLOCKCHAIN?
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If you don’t have 8 years of experience by your 20th birthday, you’re NGMI.
This is your competition now. Lock in.
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CFO has a gambling problem.
CEO wakes up at 4PM
CMO has an anon meme acc with 12 followers
CTO uses chatgpt to build the website
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Interesting.
Jun 10
Our Anthropic bill is about to jump from $400K → $1.4M/yr.
Not because usage exploded, but because we're about to cross 150 seats.
Past 150 seats you're forced into Enterprise tier. Seats stop including any usage, every token bills at standard API rates. At our current run rate that's 3.5x overnight.
Unfiltered thoughts on AI spend:
1. We should spend tokens to grow as aggressively as possible. But most people (me included) aren't conscious of what they're spending.
2. Visibility comes first. People see their personal number and they're shocked. I accidentally spent $4,000 in 3 days in Claude Code.
3. For engineering the spend is clearly worth it. Pay for the best model, it saves more than it costs.
4. For a lot of other roles it's questionable. Apps nobody uses, skills someone already built. No ROI.
5. Spend limits are coming. We already require approval for more tokens on our support team.
The era of token-maxxing is coming to an end.
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