@redphone

Random thoughts I've been having on AI and investing: 1. Many of my Telegram chats are turning into ghost towns (outside of AI-focused groups, anyway). A big reason for it: LLMs have given people the ability to "think in private"... we can bounce ideas off machines instead of other human minds. 2. LLMs help us learn faster, but it also means we no longer have to risk looking stupid in public. If we don't know something, we don't need to ask others. We ask an LLM. Not sure how this doesn't push people into deeper solipsism/social isolation. I'm pretty sure it's why chat velocity has slowed down, too. 3. I keep seeing people bulled up on IRL businesses. The thesis is we’ll work less and leave behind our devices for parties, art shows, concerts and social clubs. I oscillate between believing that and thinking AI is going to so perfectly tweak their attention algos that we literally can’t look away from our screens. We might be plugged in 24/7. 4. Drunkenmiller interview made the rounds recently. My fave part: contrarianism is overrated. Often, the easiest trade is the most obvious (the ones the 80% are in). Investors are obsessed with 2nd and 3rd order effects, so we tend to overthink our way out of great trades. Be dumber. And richer. 5. Altcoin trading energy feels like its migrated into entrepreneurialism. People who would have been in the trenches trading are now talking to openclaw agents and building rev-generating apps. As much as I hate seeing altcoins languish, the change makes me bullish humanity. Coins are the vehicle for collaboration and value-share. They're not the product themselves. Another way of looking at it: human energy and attention is recalibrating. The next altcoin run will be backed by revenue, and it will be glorious.

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