
Accelerating + Investing into web3's future. Prev: @ConsenSys, @StartupInst, @Techstars, @WorldBank. Technologist on a mission. DMs Open.
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Joined March 2011
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The next frontier in agentic finance isn't teaching AI to move money. It's proving who authorized the movement, what limits apply, and who can revoke access. Intelligence without accountable authority isn't financial infrastructure.
reuters.com/legal/governmentβ¦
Everyone asks what happened to DeSci, but wrong question?
DeSci experiments with incentivized peer review and verifiable scientific claims.
AI needs independent evaluations at scale.
What if DeSci's biggest use case isn't funding science, but verifying AI?
desci.com
OpenAI started as a nonprofit and became a corporation. Anthropic started as a corporation and is building a philanthropic arm.
The real question may be less about entity type or how much they pledge, and more about who gets to define the public good.
bloom.bg/3VZ8Cg0
Henry Ford: "If I asked people what they wanted, they'd say faster horses"π΄π
Elon Musk: "If I asked people what they wanted, they'd say flying cars"ππ©οΈ
Tesla: "Best we can do is a backflip"ποΈπ€Έ
The future is just the past remixed with innovation.
America's AI boom has us talking about gigawatts, data centers, and infrastructure investment. Meanwhile, the Bronx quietly moves 4.5 billion pounds of food a year through Hunts Point.
Data infrastructure matters. So does the food infrastructure that keeps our cities fed.
Starbucks exploring Chipotle under former CEO Brian Niccol echoes Elon Musk's playbook: consolidate businesses around a single non-founder visionary, piquing market interest around the synergy of a tightly wrapped corporate burrito.
TOKEN2049 brought big announcements:
β’ Coinbase connecting global derivatives liquidity
β’ Securitize launching tokenized equities
β’ Franklin Templeton and Animoca expanding tokenized investment distribution
Published at the pandemic's start, before the general public knew what generative pre-trained transformers were, this "geography of new technologies" paper still holds up.
Where we end up on this road, only Claude or big-brained academics may know πΊοΈ
bit.ly/4ALzQXk
Feels like there should be a little extra energy at TOKEN2049 Singapore this week.
Dubai didnβt happen this year, markets have moved, stablecoins keep getting more interesting, and 25,000+ people are descending on Singapore.
A lot to catch up on since the last one πΈπ¬π¦πͺπΈπ¬
Banks are bullish on bitcoin bouncing back to six figures...are you?βπΏπ π€πΏ
reut.rs/4dkPTkZ
Inaugurating an era of SUPER INTELLIGENCE when a nation is wrestling with data center NIMBYism and pleading for pacing on the innovation of ARTIFICIAL INTELLIGENCE is an interesting response to the populace.
whitehouse.gov/presidential-β¦
Jev's jump in vals has to be studied:
From stealth to seed, with $40m on $200m?
Ok, heady times...
Targeting the next raise a month apart, with a $10-20b val!?
To call it a growth spurt would be an understatement!
theinformation.com/newsletteβ¦
It's hard to hit the tres commas club, no question. But reaching a billion on run rate vs valuation is exponentially harder.
Well done, DeepSeekπ¬
Β theinformation.com/articles/β¦
People weaponizing AI seems inevitable, but AI weaponzing itself...is "meta" at best, and certainly unexpected for a company that pledged to "don't be evil"
wsj.com/tech/ai/gemini-hackeβ¦
Elon Musk: Who can imagine what action one might take when there's so much close collaboration in so many areas?
Hart, Scott & Rodino: Us, and our premerger filing requirements for qualifying acquisitions.
Β thenextweb.com/news/tesla-spβ¦
My, how quickly narratives of AI hype can turn to those of AI hoax.
From crypto-esque climate concerns, to data center NIMBYism, to pushes for innovation pacing being viewed as inflammatory...this is our agentic future, at present.
darioamodei.com/post/we-mustβ¦



