Nasdaq is building a prediction markets Morgan Stanley is building crypto custody NYSE is building a tokenized exchange Blackrock invested in Uniswap and is building in DeFi Visa is building in stablecoins and agentic finance And you’re still worked about 10/10 Skill issue

total and complete victory for Kurzweil called it all 35 years ago and never wavered

One man mass-predicted the future of technology for 35 years and nobody repriced their worldview. In 1999, Kurzweil said AGI by 2029. Stanford organized a conference to discuss it. They polled several hundred AI experts. 80% said it would take 100 years. Geoffrey Hinton was

🚨PREPARE FOR A -20% MARKET DROP: Everyone thinks the Iran conflict is an oil story. It’s not. Let me explain what this is really about. The Strait of Hormuz has been closed for 8 days. Markets are focused on crude prices. That’s the wrong variable. The real cascade nobody’s

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Muy interesante el proyecto startups.rip que recoge más de 1.700 startups de YC que han muerto. Con post mortem superdetallados y quién resolvió después el mismo problema con éxito. Además también ofrece un playbook para revivir esos proyectos (con una parte de pago),

Imagínate que viene alguien y quiere comprar 100 bitcoins para su treasury y te dicen: Tenes la opción de comprarlos o tenes la opción de minarlos pero te va a tomar 100 años

This is my quant

The top .1% of users are playing with local LLMS This will 10x every 12 months.... Until Apple, Dell and MSFT have one on your local device BY DEFAULT in 2028 This takes the local hardware spec race from irrelevant for 99% of users to critical. Going to be insane.

Druck is right. Saddle up.

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything

I hate to be the bearer of bad news but if infrastructure like this 👇 gets blown up, as of this moment it will take at least a decade to recover from this war - and the truth is that the world's energy picture is probably changed forever. This single facility 👇produced roughly

>war drags on >maybe hikes >with or without -> markets crash >uneployment rises >buy opportinity >fed capitulates Q3/4 >markets recover >bull run into 28/29

There's a physicist at Stanford named Safi Bahcall who modeled this exact principle and the math is wild. He calls it "phase transitions in human networks." When you're stationary, your probability of a lucky event is limited to your existing surface area: the people you already

Mythos Preview seems to be the best-aligned model out there on basically every measure we have. But it also likely poses more misalignment risk than any model we’ve used: Its new capabilities significantly increase the risk from any bad behavior. 🧵

Hay algo que me ronda la cabeza desde que Anthropic presentó Project Glasswing. No es lo que Mythos sabe hacer, que según los benchmarks supera a cualquier modelo hasta ahora. Lo que creo es que, además, no pueden permitirse encenderlo para todo el mundo. Cincuenta partners con

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Elon Musk thinks the entire education system is built on a broken assumption. That every student should learn the same thing. At the same speed. In the same order. At the same time. Musk: “Everyone goes through from like 5th grade to 6th grade to 7th grade like it’s an assembly

Mark Cuban just described the largest wealth transfer of the AI era. Almost nobody understood what he said. Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.” Not tech startups. The shoe store. The