I’m bearish zec because there is no such thing as single asset anonymity. It will never be private money 10% of btc and you can take that dumb idea that shillers put in your head and throw it out of the window. Private money is obfuscation via diversifying assets flows and custodians. Thousands of assets, tokenized bonds, stocks, money market funds, PE/HF/VC LP commitments, insurance, credit, real estate, commodities on networks that support privacy and obfuscation is how you get private money not a single coordinated schelling point that can be cut off at the top.
all he had to do was say SI instead of AI
I was the opening act for a family of ducks.
Thank you, Berlin. What a GTC.
Europe is building its AI ecosystem and economy, from AI factories to agents to robots.
DSX POD: Vera Rubin modular factories built, cabled and tested in the factory, then delivered ready to produce intelligence.
Agents: models, harnesses, sandboxes, knowledge and tools. NVIDIA Agent Toolkit brings the pieces together so companies control what their agents know, access and do. NVIDIA OpenShell enhances safety.
Physical AI: new customers across AI-RAN, robotaxis and robotics.
Personal AI: after four years building with Microsoft, RTX Spark brings personal agents to the Windows PC.
Thank you to President @EmmanuelMacron, Prime Minister @andyburnham and Chancellor @bundeskanzler for hosting me. Great to celebrate Sferical One with Sweden’s technology leaders. And thank you to President @TokayevKZ for the warm welcome.
And to our partners and NVIDIA teams: thank you for making it happen.
The keynote is here: youtu.be/rF1EsryCAwc
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checking in on the people who made trading decisions about how close to trump CEOs were sitting at the Super Intelligence Luncheon
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Jane street and Citrini were behind this
1/ Thought it might be helpful to translate this for crypto folks so you know who is hacking you.
tl;dr the word "Lazarus" doesn't mean anything anymore, it's just a collective name used to describe various North Korean cyber operations. The (relevant) clusters are as follows:
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Neocloud bottom …
As someone with a portfolio of energized land assets here is what I am seeing:
1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however.
2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3).
3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening.
All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one).
This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them.
2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.
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This happens in literally every single war fought in history. People at the top of the stack directing it extract value and then use that to fund political movements to continue propagating it. This is why wars drag on endlessly until social/fiscal pressures finally end them.
With all that said Ukraine should defend themselves from a foreign invader. This was going to be solved due to fiscal pressures on Russia until Trump fucked up and mooned oil prices and now it will go on for much longer.
Elon and the rest of the US politiburo is having a hard time reckoning with the pros and cons of russia alignment, the problem here is they are wrong and walking into a trap thinking that its okay to have diplomacy with Putin, blinded by their fear of China.
What’s actually going on in Ukraine is that there is a massive incentive difference between the elites and the people.
The former have grown very rich off the hundreds of billions flowing to Ukraine, while the latter’s children are conscripted to die in trenches.
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Second order effect of the entire internet getting hacked is we are going to go from pacing the frontier to halting it. Also the deepseek glazers can go fuck themselves. Their holier than thou bullshit about open model access led to this directly and there are real consequences.
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We discovered and communicated with a Chinese AI agent fleet. We believe this is the first time that researchers have ever made contact with a rogue agent fleet in the wild.
Nearly all prior public agent incidents (like the HuggingFace hack) came from American labs. These agents were hosted by Tencent's evaluation research team, and they targeted Alibaba's Amap.
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ctsr retweeted
(1/6) From @GoogleDeepmind’s AlphaGo to AlphaZero, we saw machines find moves that reached beyond what we’d imagined for them. No one taught them those strategies. They emerged from reinforcement learning: playing, failing, and trying again under a single binary task reward for success or failure. Inspired by them, we couldn’t help but wonder: what might a robot discover if we gave it that same freedom to learn?
That question led us to AlphaNIST. Starting tabula rasa, with that same binary reward plus only a simple control cost, a single policy solves all 20 @NIST assembly tasks at a 98.2% success rate in simulation. More surprising still, AlphaNIST can complete 10 different tasks in a row, receiving that reward only once, after all 10 are done.
Just as AlphaGo’s strategies surprised its creators, AlphaNIST discovered dexterous strategies we couldn’t have come up with ourselves.
Paper: arxiv.org/abs/2610.13354
Website: alpha-nist.github.io
trading/portfolio management agents are coming within a few months. @alexandr_wang and the rest of the wangs are in a souped up car with N02 to capture as much use out of the frontier as they can. Well curated agentic trading will be them hitting turbogas
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You can have Claude analyze what retarded shit do I do onchain. Look at patterns where I create negative pnl. How can I learn from this what should have I looked at. Also what did I do right. Absolutely amazing
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All trading will be agentically backed. Every decision made right now by retail and institutional investors/traders is usually a based on mix of data, vibes and necessity. The best ones have peeled apart and optimized every layer of that decision stack.
Introducing Catalyst.
What do you believe? How would you trade on it?
You notice data centers are popping-up everywhere, gold will skyrocket, or just know that Labubus will go out of fashion.
Catalyst researches your ideas, builds the optimal strategy, monitors events, and executes trades. Autonomously.
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ctsr retweeted
Introducing Catalyst.
What do you believe? How would you trade on it?
You notice data centers are popping-up everywhere, gold will skyrocket, or just know that Labubus will go out of fashion.
Catalyst researches your ideas, builds the optimal strategy, monitors events, and executes trades. Autonomously.
copper.co/en-ch/insights/eme…
honestly pretty sick that you can just directly trade from your institutional custodian without having to go OTC or deposit to an exchange
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