Rob

@rsarrow

84 Following

101 Followers

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rugged by palmer lucky

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https://vxtwitter.com/openagisummit/status/1945854083211956225?s=52&t=oEr9Ca7f4sUh_-wlgk2rkg

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it is all the same trade. spoke with quite a few tradfi investors yesterday and they all are running the same strategies but instead of tokens just private shares of SpaceX, Anduril etc. Think what Robinhood announced two weeks ago but instead of onchain it’s already approved to be listed on Nasdaq. retail will continue to be slaughtered … https://vxtwitter.com/tradernoah/status/1945273540346798575?s=46&t=oEr9Ca7f4sUh_-wlgk2rkg

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ICML Feedback - Frontier model researchers are <1000 people globally, marginal contribution to a hyperscalers AI roadmap is an easy $10-$100bn Most researchers are going the code gen route, get HALO'd and drift off to the riviera

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https://vxtwitter.com/rsarrow/status/1945542108300853290?s=46&t=oEr9Ca7f4sUh_-wlgk2rkg

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rollup, seed club, what else ? everyone copying tbpn just to get a sliver of that sweet sweet elon ubi … https://x.com/seedclubhq/status/1945196074756399158?s=46&t=oEr9Ca7f4sUh_-wlgk2rkg

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https://x.com/p3shoemaker/status/1945237544339218623?s=52&t=oEr9Ca7f4sUh_-wlgk2rkg

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Found this quote pretty interesting... “VCs went over there and shared information, shared limited partners, shared all of the aspects and the functions of how you build an incredible legacy defining venture firm.” It's quite interesting how this will play out. everyone wants to build 'global and permissionless' but few are solving rue arbitrage opportunities worth the complexity. perps are a good example, they emerge when trad rails lag.. meanwhile 100s of teams chase regualtory wrappers or compliance theatre https://x.com/a16z/status/1945181982226571771

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'chain of thought' models are quite weak where a cheerful cat fact or suggestive guesss can tripple their error rate and drain tokens... early warning that universal, input agnostic adversaries are viable and transferable CatAttack | Source

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owning proprietary data via product usage becomes the cheapest defensible moat versus compute scaling. why? bc human facing products generate naturally curriculum shaped reward functions (easy to long tail) RL products cna avoid the copyright drag with data harvested through consented user interactions

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https://vxtwitter.com/willmanidis/status/1944376328305680663?s=52&t=oEr9Ca7f4sUh_-wlgk2rkg

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it’s all boxes… every company is just selling a nicer box to host other peoples scripts > cloud is just a shared box > iphone is a pocket box > L1s/L2s/Shared Sequencers (lmao) are nerd snipe boxes box2box is the new b2b ship the box rent the box make the box composable (not an investor but love the branding black box) https://x.com/dawninternet/status/1944796533632946395?s=46&t=oEr9Ca7f4sUh_-wlgk2rkg

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https://x.com/_kevinlu/status/1942977315031687460

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this is neat AGI proof moat

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- no dominant memory format (yet) - users havent (yet) felt the need to port memory btw agents because few apps use memory meaningfully - memory tied to you needs to know who you are across apps (which requires a universal identity layer) https://vxtwitter.com/rsarrow/status/1944902411379986589

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