T minus 7

The amount of compute in space will obviously round up to 100% of all compute

we want to watch a rom com tonight. what’s your best recommendation? perhaps non obvious ones. i strangely love rom coms cuz they pack in an insane amount of context about how people dated, talked, worked, dressed, lived, & thought at a particular moment in time or if they’re modern they usually have a lot of cultural cliches (if they’re good).

Crypto market is feeling a bit euphoric. I would not be surprised if there was a pull back or consolidation period. It's important to zoom out and not over trade. It's impossible to time all the micro tops or bottoms, easier to own high quality names and let the thesis play out.

do you ever take a step back and ask like the most absolutely basic question "is there a SINGLE thing in my life that is meaningfully more efficient due to AI, outside of writing code" Airbnb. Shit show. Uber. Shit show. Doordash. Worse than it was. Average employee: cooked. Power: doesn't work. Water: no idea if it's poisoned, govt is corrupt. Airlines: frozen for months at a time due to govt shut downs. Gasoline: mooning bc (checks notes) in a stalemated war w a 3rd world country Even GTA 6 apparently couldn't be accelerated with AI and took years to build. is there a single video game you actually play that's built entirely with AI? it seems like all the demos are just dudes making some shitty vaporware game nobody plays and the posts are like "yo I spent only $1,800 in tokens to make some dogshit that demos well for clout" and they have a $500k marketing subsidy from a lab. "I've been lucky enough to use Astra for 3 months and I finally can talk about it." okay, what the fuck did you ship? yes, you shipped nothing other than more AI analytics dashboards about how many tokens you're burning and all the AI influencers look like Twinks. like, they get the tokens bc they're in some weirdos polycule or burning man camp or whatever kinkfest in an SF sauna that moves the needle that's why this whole "Pace the frontier" thing is so retarded. Pace what exactly. Productivity is at ONE POINT FOUR PERCENT ANNUALIZED. THE STRAIT OF HORMUZ IS CLOSED. where is Anduril? where is the killer robot? if it's so dangerous can't you send it to a fcking war zone and win? oh. turns out it's not dangerous and you're just mentally ill. cool. but Trump says it can't stop. it won't stop. bc the debt and productivity situation is so fcked that AI is the ONLY REASONABLE WAY WE AVOID COMPLETE ECONOMIC COLLAPSE. but once you understand how utterly insane that all is - you see how bullish it is. AI literally doesn't fucking work. Subagents are a meme bc agents break down at 2 orders of abstractions and start vomiting technical debt and overengineered garbage. Everyone is working 2x as much to manage agents, not going for a walk voice prompting. do you have any idea how much money needs to be invested to move productivity from 1.4% to 4%? ALL THE MONEY. So that's the joke. Dario says we need to slow down. And what, see productivity at 0%? So it's either Trumplandia where we invest all the money in an insane hail mary that will probably not work. Or Dario world where we managed the inevitable collapse with an AI powered global government. Pick your poison. Either way the Data Centers won't default.

Hook volume on @Uniswap has been on a tear since early August. Last week marked the 5th consecutive week of a new all-time high for hook volume.

We've probably seen close to 9 figures of copy trades on @koolkrypto223 's spread There's an opportunity here for wallets to integrate @DeriveXYZ and make it easy to trade options on-app

Tennis is so insane There's no other sport where it can be past 2am and there's still at least an hour (if not more!) of play left