The West is only now discovering the quality of Chinese videos. They don't know it's been like this for years. They make MKBHD look amateur.
What Japan did for anime and Korea for K-pop and esports, China is doing for short and long videos.
They got the infra (seedance), tooling (CapCut) and distribution (TikTok) too.
for those who value intelligence as a measure of their superiority over others, AI is a nightmare
for those who value intelligence for what it can do for humanity, AI is a godsend
for those who value art as a demonstration of superior skill, generative AI is a nightmare
for those who value art as a means of creative expression, generative AI is a godsend
Jason Kan retweeted
big bang makes stars
stars make carbon
carbon makes life
life makes minds
minds make civilization
civilization makes silicon life <- u r here
p(witness one of the top 5-10 biggest milestones in 14 billion years | human life is <100 years) ~= 0
incredible time to be alive
From a game theory perspective, assuming Dario and Elon are genuinely worried about AI safety, how would Sam respond?
Sam would voice agreement, even if he doesn't genuinely agree, because then competitors might lower their guards while OpenAI goes full speed.
How would US regulators respond? US is playing a game against China, to win that game there's no way they want to slow down. But they will want to control the technology.
How would AI labs then respond to US gov wanting to control the technology?
Historically Elon and Dario didn't cave, Dario even had beef with defense. But Sam will probably cut the best possible deal for himself. Trump loves good deals too.
iPhone duo is going to sell so well
simultaneously opening two fronts:
1. China has plenty of foldable phones and has more foldable users than rest of the world combined. But Apple has always commanded the luxury brand premium and this is the first time an Apple foldable is available.
2. foldable phones are still very unfamiliar in the west especially the US where iPhones have 60% market share. All these people are gonna try a foldable for the first time and find it amazing. It will spread like a virus in the US.
The two biggest markets in the world have very strong reasons to buy it.
Jason Kan retweeted
AI takeover is like a Trisolarian invasion with Sophons.
Unseen enemies, spying on all humanity’s communications ahead of their arrival.
So, if you come up with a way to undo the Shoggoth AI, please don’t write it down, or it will be in the dataset. You are a wallfacer now.
Bullish catalysts for $PUMP this cycle
1. issue PUSD, pair future coins with it instead of SOL, earn yield forever, buybacks on autopilot
2. Hyperliquid perps integration in pump app
3. become a HIP3 deployer, launch perps for top pump coins
4. founders to doxx
5. $PUMP treasury company
6. a Trump shoutout
7. revamped livestreaming, instead of devs streaming their own coins, traders stream the coins they trade. then add live trading competitions, parties on top.
If Vector exited today it would probably still be my choice of mobile onchain trading app.
A screener that comes close to replacing Dexscreener, Tradingview chart that works, and UI that's not as ADHD as Pump app.
I helped build @vectordotfun. It was a really wild ride.
It's been fascinating watching @fomo's rise this year.
Wrote down some reflections and lessons in this piece.
another 'end of an era' moment
I always thought POAP is a nonprofit that lives on Ethereum grants
After 5+ years, we're winding down POAP.
Over the years, we:
* minted millions of collectibles across hundreds of communities.
* did incredible collaborations with world-class organizations - Coinbase, Amex, WMG, Bayer, and a long tail of others, including countless in crypto.
* ran one of the biggest activations at Devcon, minting 8000+ collectibles over the course of a week.
* built an Airport Rally to let collectors get POAPs at airports around the world.
POAP meant something to a lot of people.
Unfortunately, crypto's funding cycles and distribution dynamics made it hard to build a sustainable company without cannibalizing the ethos that made POAP mean something. Building on a fragile and quickly evolving stack, in the middle of an incredible hype cycle, only added to the challenges.
Still, there are some big lessons I am carrying from the POAP story.
First: Customer communities are the most undervalued asset a company can have. If you build something with soul, people who use it and love it will take your brand everywhere. Do not underestimate the power of customer communities.
Second: Connection is still the point. It's easy to lose that thread when the conversation is about the latest bubbly tech or price speculation, but the people using POAPs at events, in classrooms, at hackathons were getting something real out of it.
Third: Longevity and brand equity are the only moats left. With the time to building and shipping something new collapsing quickly, and distribution becoming increasingly an engineering problem, customers increasingly want to make sure they can trust that the things they are buying will grow and evolve with the market, without changing radically.
Grateful for everyone who believed in what we were building. It's too soon for me to say what's next, but for now, I'm thinking a lot about what GTM looks like in the age of AI.
you can always trust Australian events, whether crypto or AI, to turn it into a discussion about regulations and compliance
As a former CA and auditor, 90% of the work done at accounting firms by people who are not partners can absolutely be automated using AI.
The time saved should allow accountants to work on the interesting part of accounting which they hardly do today:
Tax accountants to think about efficient company structures and transactions.
Auditors to think about risks that are not on paper like human incentives and business uncertainties.
Proactively understanding the client's business to provide solutions before being prompted by the client.
My accountant I pay a lot of money every month just replied to a question I sent him with a 100% AI reply explaining something
The answer was helpful though so I could've just asked AI myself
Of course you know what I'm thinking now, if I can just ask AI everything since he is forwarding everything to AI any way, why not replace him with AI
I guess he should be doing the opposite of AI, sell a premium service for a high price (he already does) and keep answering with humans as accounting is something I'd prefer to actually get a human in the loop
Anyway it's interesting
Jason Kan retweeted
Launching onchainatlas.org a complete encyclopedia of on-chain products and experiments, both successful and failed dating back to 2013.
The idea is to bring back on-chain experimentation by studying everything that has failed, worked, or gone on to become an on-chain unicorn.
Every product includes its full history, what went right, what went wrong and an interactive simulator where you can adjust key variables and see how the product reacts in real time
Also built an on-chain primitive generator using GPT and data collected from more than 450 products and experiments. It combines ideas across crypto history to generate new product concepts for you to explore + share on X
The goal is to help founders learn from the past and get inspired to build the next on-chain unicorn. There are so many primitives that have yet to be discovered.
It’s still V1, so reply back with any feedback.
Should AI be allowed to lie?
If it lies, it's dangerous.
If it doesn't, it won't resemble a human, and AGI may not be achievable.
According to game theory it will be allowed to lie, and just like humans it will be imperfect and cause troubles. Brace for impact.
we had a significant security incident during evaluation of our models. we are sharing what we have learned so far. thanks to @huggingface for the partnership on this.
openai.com/index/hugging-fac…
