not @miyahedge

accelerate yourself technocapitalism is in its beginning phase of the uncommoditasation of innovation under the disguise of safety for the common good, intelligence is likely only the start of this trend, think you're going to see the same thing in biology in the coming years (we are only in the start of the start of bio x ai). likely you will not have access to the more advanced bio products if you dont bring the value, status or power to the table. i'm against the current bryan johnson longevity wave because i believe you should spend your time right now accelerating your health by doing things that will statistically kill you sooner (high stress, low sleep, uncertain but +EV medications like peptides) because your goal should be to run your stack (power+status+capital) up so hard that you will have access to these frontier products once they exist. they are certain to exist. if you're currently longevity maxxing you're literally short convexity, you should be writing deep-otm puts on your own survival because you dont have to put up so much immediate collateral and ur book is liquid and you can use it to actually allocate time and enhanced energy in stacking so you have the resources once we hit escape velocity. just dont die

if anyone has a reassurance or some information on giver and whether he's still alive / doing okay, would appreciate any information @drsaratancredi2

there‘s this guy in the comments trying to defraud people with this alon presale drainer link for three weeks now impersonating mr, what really pisses me off about this scam is the level of unsophistication this is, seems like their is absolutely no effort in it & it‘s a recycled link posted across every tg channel, the churn on this must be crazy & insanely -ev considering the effort of being logged into tg all day waiting for new channel messages. lock in

sam would have put mythos behind a 100k enterprise contract

we are just in the beginning of uncommodisation of agi, the future will be insanely elitist unfortunately, we're lucky dario has the trigger rn and not sam

every sector that is competitive you will be outcompeted

the risk of not having access to frontier ai is probably the biggest risk you can run into right now in life no matter if youre building or trading

if it gets reinstated with a foreign national ban, i might highkey marry some sub5 american woman for greencard access

what to even do without frontier intelligence, seems like im being forced to operate at a 70% loss of work quality & 80% loss of speed with opus 4.8

highly appreciate feedback

https://x.com/MiyaHedge/status/2065421247580652029?s=20 probably one of the most directional, precise things ive ever posted

who's ready for a 3000 word essay

you guys NEED to view the private market as trade-able because it will be tradable more and more soon develop edge and understanding in venture & startups!! you will be able to trade (through various instruments - ideally through what we are launching soon with street) soon & there‘s an insane amount of alpha here

all of these trades are in the private market, guess who‘s opening up exposure to it

i actually tend to argue that we are nowhere near froth in ai right now. there's a massive amount of capital surplus that got zeroed downstream in pre-seed - series a startups and a massive amount upstream in the foundation model battle + failed horizontals like bittensor, ip, near and in general ai x crypto. the winners are actually pretty limited right now and so far it has been a brutal battle between a select few companies that can pvp against the foundation models (think cursor). else the landscape will become even more competitive for apps to breakout (lovable etc will die or forced to pivot). if you revisit https://ai-2027.com, we are essentially close to 6 months ahead of this (back then) insanely optimistic prediction. Physical AI is also not priced in, figure is insanely impressive right now, and while there might not be chatgpt moment for this the difficulty pricing it in accurately is more +EV for allocation capital / energy. the reason i‘m bullish on physical ai is because foundation models can‘t compete here and the same thing as in early 2023 is happening here where there are a lot of mid term winners until one (likely figure or tesla) will take the price

andrew kang is right

zec exploit is incredibly unfortunate tbh privacy had such a tailwind and would have been an incredible setup going into agi era, now every institutional buyer is trapped in a zcash position they lost conviction on & the whole sector will bleed conviction

500 people wasted 3 months of their time and energy bc of a board meeting titled how to fix Q1 earnings report