Also: AI agents won't be able to navigate an untrusted internet filled with other AI agents on the basis of probabilistic models alone.They'll need the determinism of cryptography. The v1 of this is HTTPS, but we can do much more.See also:https://t.co/vI6PzRVwVBBalaji (@balajis):Very roughly: AI speeds everything up within your trusted tribe but makes things low-trust and cumbersome outside it.Within your tribe you can share context and the AI will create useful code. Outside, however, you’ll hit a wall of ...

AI inside, crypto outside.Within your tribe's trusted perimeter, you give AI all the context and let it figure it out.But outside your tribe's trusted perimeter, you hit a wall of AI spam. Now you need cryptographic verification to see what's true. ...

Very roughly: AI speeds everything up within your trusted tribe but makes things low-trust and cumbersome outside it.Within your tribe you can share context and the AI will create useful code. Outside, however, you’ll hit a wall of AI spam.Crypto is almost the opposite. Cryptographically provable transactions within your tribe are somewhat useful, but outside your tribe they are absolutely necessary.So: AI is how a tribe internally cooperates, while crypto is more about how a tribe externally interacts. ...

AI breaks as many markets as it enables.For example, sales and marketing will become way harder due to AI spam.Proctoring and verification will become huge. They’ll merge with KYC to become a large fraction of the economy, given all the AI fakes.Personal trainers to maintain focus will be a thing too. Call them personal brainers. ...

Soon we’ll combine (a) the speed of execution seen in Taalas with (b) the duration of execution seen via METR.And get days of work done in seconds. https://t.co/rYg9U6Vc9qTaalas Inc. (@taalas_inc):24 dedicated people.$30M spent on development.Extreme specialization, speed, and power efficiency.Today we launch Taalas’ first product. Check it out:Details: https://t.co/88CA0XAL71Demo chatbot: https://t.co/ec4ladcKnwAPI: https://t.co/M3EkaxEqPj ...

The delivery singularity.Ok, not quite going vertical.But almost one billion orders per year. https://t.co/xsbFhn4w7h ...

The tariff refund surge. https://t.co/1jOpGQNLID ...

Lotteries fund states.Lotteries also fund networks.Balaji (@balajis):State lotteries fund states.Crypto lotteries fund networks. https://t.co/zzlewXGKV0 ...

The purpose of crypto is to build a code-based order, because the rules-based order is unfortunately collapsing.That code-based order covers some of what international law once protected. It guarantees property rights, smart contracts, rule-of-code, privacy, secure voting, and user accounts across borders. Even in the face of debanking and denaturalization, the code-based order means you retain your onchain currency and onchain identity.It is true that the crypto networks that buttress the code-based order ...

Doing industrial policy is a lot like doing venture capital.It is not simply enough to spend the money. You need to spend it well. And it’s nontrivial to get return on large investments. That’s the problem with Westerners who think just cargo-cult copying the East will work.Because the best capital allocators in the West are in the private sector. Those are the tech founders and VCs. But in the East, some are actually also in the public sector. They have officials who can do math, know engineering, and take ...