Positive impact bull case loading
Across our projects @GoogleDeepMind, we are witnessing a genuine phase transition in the pace of scientific discovery. You will see a glimpse of this in our releases in the next few weeks.
States pushing against data centers are eventually going to realise how stupid they are when all that potential tax revenue gets shifted to space and not to them.
Worth reading this:
Replying to @GavinSBaker
Texan here & heavy AI investor as well as professionally involved in buildout - I literally have zero concerns about what I’m hearing from her as well as the new senator elect. All very reasonable & most being done now. No biggie at all
Bernie is like that Twitter account that purposefully makes the stupidest takes for engagement so that he can get paid on X yet that’s his actual life - seems an easy gig just to oppose all the best ideas.
crypto bros we got this
Two 6-sigma shocks in one week. The worst momentum crash in 40 years. A 30% drawdown. This wasn't a selloff. It was a massacre.
zerohedge.com/the-market-ear…
Native_0x retweeted
Democrats swept Congress. Does that threaten SpaceX's 13 GW AI compute build-out?
$SPCX
So zcash:native and data centers in space $SPCX looking real good right here
The gap between AI usage and understanding has never been bigger.
There's probably a few hundred people max in the world (at the frontier labs) getting the max out of these models.
For context, most of wall street isn't even allowed to use AI in their day to day work and they are the ones worried about the ROI.
Situational Awareness was great because no one read at the time of release yet ultimately became a classic when it proved to unfold as predicted.
People promoting this commanding heights piece as the second coming of situational awareness is peak X mid-curve hive mind.
What does the online world look like when it's built for agents instead of humans from a first principles perspective?
1. Human centered design dies - If your primary consumer becomes an agent, then they only care about achieving their primary task and are no swayed by branding.
2. Advertising no longer exists - agents are rational (tbc) and will seek to maximise the parameters of the task they have been set.
3. Trust only works if its verifiable - An agent needs results and outcomes it can measure (or talking to other agents).
4. Guardrails become essential - Agents need to have strict rules on what they can buy, how much they can spend and what they can do representing us.
5. Ad funded web dies - crypto enabled verifiable micro transactions prevail.
6. Agents become the attack vector - phishing for agents vs phishing for humans.
7. Web splits into two - Human and agent with distinct different use cases and goals.
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Winners:
Trust infrastructure
Agent payment rails
Owners of proprietary
Physical fulfilment
Losers:
Ad-tech
Content farms
Comparison and aggregator sites whose value was ranking options for humans
Businesses whose edge is persuasion rather than product













