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Balaji· 2025-10-23 17:20
Market Outlook - The old rules no longer apply, and new rules are yet to be established [1] - The industry should prepare for increased turbulence in the future [1]
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Balaji· 2025-10-23 17:16
The old world is fading, while the new world struggles to be born; now is the time of popups.A joke, yet also true. Because the postwar order is melting down, while the post-Internet order is just booting up. That means translating internet communities into physical realities: https://t.co/49NA70wZcZ ...
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Balaji· 2025-10-23 17:08
Industry Trend - Popups are the new startups [1]
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Balaji· 2025-10-23 17:01
RT Arjun Khemani (@arjunkhemani)Refuting Zcash FUD (thread): ...
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Balaji· 2025-10-23 12:52
Regulatory Landscape - The report discusses a shift from a regulatory state to an acceleratory state [1]
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Balaji· 2025-10-21 16:41
AI Market Cycle & Investment - AI is entering the trough of the hype cycle, presenting an opportune time for investment and building as the space thins out [1] - The industry should focus on the unexpected plateau of AI, which has currently topped out at "far better web search and summary" [3] Limitations of Digital AI - LLM-style digital AI may primarily be repeating rather than truly thinking, limiting its ability to generate novel thoughts [4] - Digital AI operates middle-to-middle due to bottlenecks in prompting and verifying [5] - Online data used for AI training lacks digital signatures, leading to internal inconsistencies and fake data, especially with widespread AI models [9][13] Potential of Physical Specific Intelligence - Physical AI, particularly in robotic guidance, can achieve end-to-end solutions for well-specified physical world problems [6] - Significant AI progress is expected in economically valuable physical world problems like self-driving cars, termed "physical specific intelligence" [7] - Chinese robots are poised to excel in various tasks and form factors, with sidewalk robots and delivery drones already in use [5] - N robots sensing the physical world converge on a consensus reality through SLAM or equivalent, learning from the same physical world [10][12] Future Applications - The industrial application of physically specific intelligence lies in factory robots [15] - The consumer version envisions a garden of intelligent things like robot cars, dogs, and drones that can communicate and understand users [15]
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Balaji· 2025-10-20 13:34
The Golden Age is here…https://t.co/dGVNGD3IlO https://t.co/yWIwDl7gGm ...
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Balaji· 2025-10-20 13:30
Asset Classification - Gold is considered the state's reserve currency [1] - Digital gold serves as the network's reserve currency [1] - Fiat currency is the reserve currency for failing states [1]
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Balaji· 2025-10-20 12:31
Farcaster Overview - Original thread from AMA with @dwr on Farcaster [1] - Links to the AMA thread [1]
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Balaji· 2025-10-20 12:19
The transition from intuitive bro science to systematic self-experimentation requires quantitative self-diagnostics.And Max is the founder of @superpower, which is helping to make that a reality.Max Marchione (@maxmarchione):It’s official – I'm excited to announce Superpower's $30 million series A from Forerunner and Day One, alongside celebrities Steve Aoki, actress Vanessa Hudgens, NBA star Giannis Antetokounmpo, and existing investors Cyan Bannister, Shaan Puri, Balaji, Arielle Zuckerberg and many https: ...