it is THESIS THURSDAY.

we did this last spring, we will resume it again now, cuz why not. it is pretty simple, you post a long and/or short thesis on something that is *not* a financial asset (regardless of liquidity, so you also can't like, long a startup for example). so it should be like, a trend or concept or something. ideally you add some reasoning to your thesis and it is sufficiently contrarian that there is still "upside". 

post it in /six

Long social agents

The mania around AI agent coins may have died down a bit, but as foundation models get better and cheaper, this space only becomes more compelling

At one point, we will interact with bots on social just like we do with other humans, and we won't care about the difference