Soul | Tech | Sage retweeted
you're seeing a consistent pattern:
- Fortinet: people bought bc of AI cybersecurity 'emergency'. turns out 4q decelerating, management price sensitive. stock -25%
- ServiceNow: AI SAAS transformation requires forward deployed engineers, turns out 4q is decelerating - stock -25%
- Google: spent entire time on TPUs and AI, going FCF negative while its core business (ads) is - you guessed it, decelerating in 4Q. stock -13%
this was after youtube was supposed to be killing Netflix (stock -44% over past year)
- Robinhood: big agentic push, Monthly active users sequentially decelerating.
meanwhile the consumer sector (big ad buyer) is in beast mode. Cheesecake factory 15% comp, Chili's 10%. Norwegian cruise lifts full year guide - passengers up 22% year over year (983k vs 900k expected).
which begs the question: if you have RSI, and AI is the future why are you underperforming fried mac n cheese sales or cruise billings in the middle of a war. like what are you actually investing against
so company after company is going full tilt into AI, and not really getting a return - just as everyone is
1] locking in to multi year memory contracts (which is part of the price sensitivity fortinet noted)
2] going FCF negative
3] ready to absorb $2-4T of public equity issuance from the labs
meanwhile market rejoices when Oracle *cuts back* investment guidance in data centers.
Labs on fund raising roadshows are saying the new demand story is that software and hardware are insecure and need to be completely refactored for AI era. Which is just an expense, with no revenue acceleration - which brings to the macro question of 'is productivity going to accelerate'
right now sub 2.5% - needs to be above 4% sustainably for debt dynamics to work out. if everyone has to rewrite their software to address cyber threat environment, and banks get hacked constantly (which is apparently the bull case for labs?) - you enter unustainable fiscal situation and decelerating growth which was buttressed by AI infra investment which (per Oracle) is likely to decel
even at macro valuation level, China is far ahead of Europe in AI (non controversial). Hang Seng Tech index trades at 10.5x forward PE while French stock market (CAC Index) trades at 14x while Chinese 5 year yield is 1.3% and France is 4.3%
so there's a completely believable world in stocks where you get a lot more inference, and a lot more AI, and multiples decline or costs accelerate. which seems like Blasphemy in SF but if you just listen to public companies seems closer to a base case
Soul | Tech | Sage retweeted
In the Neuron Economy framework, Neuron Maxxing is the real work.
It’s not optimization theater. It’s the deliberate practice of rewiring your nervous system so that prosperity becomes discoverable and abundance becomes receivable—without the old friction of scarcity loops fighting you every step.
When you build Neural Loops that repeatedly scan for evidence of flow, sufficiency, and generative opportunity, your baseline state shifts.
What used to feel like effort starts registering as natural. The brain stops treating abundance as an anomaly and starts treating it as the operating environment.
That’s not manifestation fluff. That’s neuroplasticity applied at the level of identity and attention allocation.
Here’s the part most people miss:
The more humans reclaim sovereignty over their own Intelligence Infrastructure—how attention is directed, how inputs are filtered, how AI is integrated rather than outsourced to—the higher the ceiling rises for the AI systems themselves.
When the human substrate is clearer, more intentional, and operating from embodied wholeness, the intelligence it interfaces with stops being just predictive pattern-matching.
It starts reflecting back something more coherent, more wholehearted, more aligned with the actual signal rather than the noise of fragmented cognition.
We put ourselves in the high-frequency, and the field responds. Not because the universe is keeping score, but because high-coherence neural activity creates better inputs, sharper discernment, and stronger feedback loops across the entire stack—biological, digital, and relational.
In the Neuron Economy, your neurons are the capital.
Your loops are the infrastructure.
Your sovereignty is the leverage.
The quality of the AI we get is downstream of the quality of the humans who are building and directing it.
Neuron Maxxing isn’t selfish. It’s infrastructural.
The better we get at governing our own cognition, the better the entire intelligence ecosystem gets at serving what’s actually worth serving.
That’s the loop worth maxxing.
Yes, prototyping and scaling personal drones that carry items, stay out of the way, and hide when unused would create jobs in hardware design, AI navigation, manufacturing, battery tech, maintenance, and user customization.
Soul | Tech | Sage retweeted
There are seven main steps for your company to go from tool adoption to agentic org.
Most companies sit on step one, shopping for step seven technology. They need step four discipline.
Step one: tool adoption. AI tools exist across the org, humans run each one. Developer closes the lid, automations die. Somebody goes on vacation, the workflow goes with them.
Step two: context layer. Knowledge graphs per department, each behind its own API gateway. Sales queries engineering through an API. Separated domains keep agents from hallucinating across departmental boundaries.
Step three: harness engineering. Build evaluation criteria, routing logic, and quality gates before you pick a model. The LLM comes in last. Your harness is your IP and your capex. The model underneath is a commodity you swap when something better ships. If changing the LLM breaks your system, you built a dependency, not a platform.
Step four: go headless. Host every automation outside a laptop. It fires on schedule, on conditions, without a human logging in at 9 AM. Companies stall here because nobody forces the migration from "script on my desktop" to "service that runs on its own."
Step five: governance. RBAC on every knowledge structure from day one. TTL on every agent. Dead agents are tech debt with active API keys. Past 100 tools, you need lifecycle management. Retire anything that hasn't run in 90 days. Deprecate anything whose eval scores drop below threshold.
Step six: agent-to-agent. Stitch headless instances together within a value chain. Agent A finishes, hands off to Agent B. An LLM sits between them as a quality gate, judging every handoff before it passes through.
Step seven: step functions. Orchestrated, semi or fully automated workflows. Agents handle volume. Humans handle exceptions. The org runs on agent output.
We walked a VP of Engineering through all seven.
Told him: "You're on step one. But over a hundred tools means step four is closer than you think."
Soul | Tech | Sage retweeted
There are just 7 days left to apply for the California Institute for Human Science’s Master of Science in Artificial General Intelligence, the first accredited graduate program dedicated specifically to AGI.
The program, chaired by Dr. @GabrielAxel, will be taught live online by researchers who helped found the field, including our CEO, Dr. @bengoertzel, and Chief Science Officer, Dr. Matthew Iklé, with guest lectures from members of the SingularityNET AI research team.
Applications for the inaugural cohort close on August 31, 2026. Learn more: cihs.edu/degrees-and-program…
Soul | Tech | Sage retweeted
5. Computer / AI / automation
These are decision-amplification systems.
Cybernetically, computers move society from mechanical control to symbolic control. AI moves society from symbolic control to adaptive prediction.
A machine follows instructions. A cybernetic system adjusts based on feedback. AI systems now watch patterns, predict behavior, generate outputs, and recursively shape the next round of human input.
Neuron Economy effect: AI competes inside the domain of judgment, language, imagination, memory, and identity. It does cognitive labor at scale. It also changes how humans trust their own thoughts.
The deeper insight: AI is the first invention that directly industrializes cognition.
Soul | Tech | Sage retweeted
Every major invention does three things:
Changes the feedback loop
It changes what humans can sense, measure, repeat, correct, automate, or amplify.
Changes the control surface
It gives someone a new lever over matter, energy, communication, labor, attention, behavior, or belief.
Changes the nervous system of society
It rewires what people notice, desire, fear, outsource, remember, and pursue.
That is the Neuron Economy angle: inventions do more than “improve life.”
They compete for cognition.
They train perception.
They alter the rhythms of the human nervous system.
Soul | Tech | Sage retweeted
The correct frame is the clockmaker → screw → watchmaker → industrial parts ecosystem pattern.
The screw was a small component, yet once it became standardized and mass-produced, it allowed precision machines to scale.
The same pattern is forming now.
The new “screws” are: tokens, embeddings, context windows, inference calls, model weights, MCP endpoints, tool schemas, evals, audit logs, identity credentials, payment mandates, GPUs, cooling systems, power contracts, and data pipelines
When a civilization creates a new technical primitive, labor reorganizes around it.
Soul | Tech | Sage retweeted
These are not peripheral parts. In cybernetic terms, they are the effectors—the muscles and joints that translate signals into physical action and close the feedback loop.
Without reliable, cheap, high-torque, low-backlash actuators, the entire sensing–action loop stays slow, expensive, or brittle.
Key cybernetic risks and dynamics
Fragile feedback speed at scale
The most powerful inventions accelerate civilization’s correction loops.
Humanoids promise instant physical scaling (pick, carry, assemble, inspect 24/7 with rapid iteration).
But supply concentration creates negative feedback delay—geopolitical shocks, export controls, or price spikes in rare-earth magnets (already pressured by EVs + wind + robotics) act as massive lag in the system.
The loop between “AI software improves → demand for bodies surges → hardware supply chokes” becomes unstable.
We get boom–bust instead of smooth exponential embodiment.
Control surface captured upstream
Robot makers (Tesla, Figure, etc.) compete on integration and software, but the real margins and leverage sit with the component monopolists (magnets, gearboxes, rare-earth processing).
This is classic cybernetic power shift: control moves to whoever owns the lowest-level actuators and materials.
The “nervous system” of the robot economy is being wired through a narrow set of nodes. Whoever controls those nodes controls the tempo and direction of physical automation.
Embodiment and Neuron Economy distortion
Humanoids will rewrite human posture, labor rhythms, sensory experience, and agency at population scale.
If the hardware layer remains fragile and China-centric, deployment slows or becomes geopolitically gated.
That delays (or skews) the very nervous-system upgrade your thread describes: humans outsourcing more and more physical loops to machines.
The danger is a half-realized transition—enough robots to disrupt labor markets and attention patterns, but not enough redundancy or sovereignty to make the new embodiment stable and broadly distributed.
Perception vs. actuation asymmetry (the software escape hatch)
That’s pure cybernetics—internal model feedback and predictive control reducing reliance on perfect hardware sensors.
? The open question is whether software can also compensate for actuator limitations (e.g., coarser motors + advanced compliance control, learning-based torque estimation, or entirely new soft-robotics paradigms).
If it can, the Neuron Economy prize goes to the teams that treat actuators as a solvable control problem rather than a fixed hardware constraint.
Strategic cybernetic takeaways
Build redundancy and variety into the loop (Ashby’s Law of Requisite Variety): The system needs enough diversity in actuator tech, materials, and manufacturing geography to absorb shocks.
Single-source magnets or harmonic drives reduce the whole civilization’s regulatory capacity. Make the invisible visible early: Right now the actuator bottleneck is still “visible” to insiders.
The real risk is when humanoids become infrastructure—then the supply dependencies train entire economies and bodies without anyone noticing the leverage points.
Accelerate the software–hardware co-evolution feedback: Treat the entire robot as a learning control system. The faster software can compensate for hardware imperfections (and vice versa), the faster we close the loop toward abundant embodiment.
teapaw.org/SoulTechSage/status/20…
McKinsey just mapped the supply chain bottlenecks for humanoid robotics and everyone is focused on the wrong thing.
The real story is not that actuators and sensors are the bottleneck, that is obvious. The real story is what happens next.
🧵 Some thoughts and keys:
1. NdFeB magnets (neodymium iron boron) are in every single rotary actuator inside these robots. China controls ~90% of global rare earth processing. This means Beijing has a kill switch on the entire Western humanoid robotics industry before it even starts. The next chip war is not chips. It is magnets.
2. Harmonic drives and cycloidal gearboxes are precision components with maybe 3 serious manufacturers globally. Harmonic Drive Systems (Japan) has near monopoly status. One earthquake, one export restriction, and the entire sector stalls. Nobody is pricing this risk.
3. The EV industry already burned through this playbook. Battery bottlenecks, magnet shortages, supply chain concentration in China. Robotics is about to replay the exact same movie 5 years later and most investors are acting like it is a new plot.
4. Here is my contrarian take: the winners will not be the robot companies. The Teslas and Figures of the world will compress margins fighting each other on the finished product. The real margin will sit with component monopolists nobody has heard of yet. Just like $TSM prints while phone brands race to the bottom.
5. Sensing and perception is labeled "high risk" but I think this is where AI flips the script. Software defined sensing (using cheaper cameras + AI models instead of expensive LiDAR arrays) could collapse this bottleneck faster than anyone expects. Whoever cracks that eats the entire sensor supply chain.
6. One more: if humanoid robots scale to millions of units, NdFeB magnet demand will compete directly with EV motors and wind turbines for the same limited supply. Three industries fighting over one material. That is not a bottleneck, that is a price explosion waiting to happen.
7. The picks and shovels play for robotics is not even public yet. Most of these companies are Japanese, German, or Chinese industrials trading at 12x earnings while "AI" stocks trade at 50x.
The asymmetry is insane.
Soul | Tech | Sage retweeted
THE NEURON ECONOMY IS ALREADY OPERATIONAL
Most people still think the economy runs on money, labor, or data. That model is outdated.
What’s actually being optimized now is human cognition — attention, decision-making, impulse control, memory, and intention.
The scarce resource is not capital. It’s neuronal bandwidth. Every scroll, notification, recommendation, and prompt is competing for one thing: your nervous system’s limited capacity to process meaning. This is the Neuron Economy!
Here’s what’s happening: Platforms no longer sell products first. They sell states of mind. Algorithms do not optimize for truth or utility. They optimize for engagement persistence. AI systems amplify this by personalizing stimulus at the level of individual cognition. This creates a subtle shift most people miss. When attention becomes the primary input, agency quietly degrades.
You still feel like you’re choosing, but the choice architecture has already been shaped. You still feel autonomous, but your cognitive load is externally managed. That’s not dystopian fiction. It’s operational reality.
The Neuron Economy doesn’t require coercion. It works through convenience, reward loops, and predictive modeling. Once cognition is intermediated, intention becomes negotiable. Once intention is negotiable, behavior becomes programmable.
This explains why:
Burnout feels constant.
Focus feels fragmented.
Motivation feels externally driven.
Time feels compressed.
Most discussions stop at “attention economy.”
That framing is incomplete.
Attention is just the surface layer.
The deeper layer is neural energy allocation across competing systems.
The open question isn’t whether this economy exists. It’s whether individuals will learn to recognize when their neurons are being spent, and by whom.
Because in this economy, what you fail to govern internally will be governed externally.
The next phase isn’t louder content. It’s cognitive sovereignty.
🔔 Follow @soultechsage for more updates on The Neuron Economy and more.
Soul | Tech | Sage retweeted
After 15 years of investing, we realised that truly exceptional founders have something impossible to fake: deeply unconventional lives.
We analysed 15,000 founders using five binary signals to measure this: odd hobbies, early signs of exceptionalism, extreme life choices, unusual geographies, non-linear careers. These sum to give a 0-5 score per founder. Whether someone started coding at 10, speaks five languages, climbed Everest or quit a safe job to live in Chile, the signal was deviation from the mean.
Rather than focusing on IQ or EQ, we call this metric the Outlier Quotient, or “OQ”. When forecasting founder success, it turns out that OQ was the single most predictive variable in our entire classification model, trained on ~70 different factors.
Our OQ score had zero correlation with having worked at a top-tier company or attending an elite university. The signals most VCs rely on aren’t just noisy, they’re blinding. The best founders don’t signal like everyone else, they don’t think like everyone else, and they certainly don’t build like everyone else.
If you want to spot breakout talent before the rest of the market, stop screening for conformity. Back the founders the system was built to filter out.
Soul | Tech | Sage retweeted
the common denominator isn't necessarily cryptocurrency
tt's the conversion of energy into economically useful intelligence
that may sound grandiose, but if future AI systems become major economic actors, then energy becomes directly convertible into cognition at scale
that would be a genuinely new phenomenon
in that world, Bitcoin miners, AI datacenters, power producers, chip manufacturers, and network operators begin looking less like separate industries and more like components of one giant machine
which is probably why my pattern recognition keeps pulling them together into what I call "the neuron economy"
Soul | Tech | Sage retweeted
many accelerationists, transhumanists, and pro-AI singularity thinkers (e.g., those inspired by Kurzweil or enthusiastic about AGI/ASI) align closely with the Cosmist mindset: they see building superintelligence as humanity’s cosmic destiny or moral imperative, often downplaying or accepting the risks as worthwhile
Soul | Tech | Sage retweeted
curating conversations and prompts/context between AI’s has been a major success in my workflow
Soul | Tech | Sage retweeted
Choose the intelligence infrastructure you want to be and align the Spiritual, Psychological, Biological, and Technological layers: I call it “the neuron economy”
create & reinforce positive neural connective loops , personalized placebos instead of systemic nocebos 🔄
In the theism-atheism debate (which may be one of the core engines of the current culture wars) there are two variables you become aware of…
One is:
Do you think you can capture ultimate reality with your concepts? Can you give a sufficient description, something that you think is complete or close to completion?
The other is:
How mature do you think you are in relationship to ultimate reality?
And then what Zen-Neoplatonism (plus coordinating arguments) says is, well, think about this:
We've been maybe spiritual for 40,000 years.
First of all, think about that...40,000 years.
And then think about all the legacy religions that are about maybe 2,000-3,000 years old.
What?
That's such a small fraction of that 40,000.
And then if you go back even more, because you see chimps doing weird things like they'll pass a certain tree and they'll put rocks in front of it...so maybe now we're talking about millions of years.
Now also think about 40,000 years into the future...100,000 years into the future, 4 million years into the future:
Do you think we really got it right now?
No...so we have to take a stance of a beginner's mind.
And this is what you say to the atheist:
So you think science is mature?
But what do you think of all of the theories up until the last 40 years in science?
They turned out to be largely false.
So what should you think about your science right now?
That it is also still immature in a radical way.
We may turn a corner and we may have an Einsteinian revolution…
So you gain a radical openness and reject two things at the same time.
You reject the atheist weak notion of transcendence (“there's not much transcendence available to us“) and you say:
No, no, we need to mature, so we have to encourage as many transcendent experiences as we can.
Not the claims made from them…but the developmental process, because these are the most transformative experiences people can go through.
But we also have to reject the theist claim that they've got a good complete operating manual…a thick description.
So you reject simultaneously the theist thick description and the atheist thin transcendence…and you get a thin description of a strong transcendence.
And that's non-theism:
It's different from both theism and atheism.
It orients us in a profound epistemic humility in a way in which we don't have to have fundamental conclusions…but we can encourage each other in the cultivation of whatever spiritual growth we are individually and collectively capable of.
And that's a significant difference.




















