last cycle ai was the novelty and less of a tool so it became the trade.
this time ai is the tool, making the trade about what can be produced by ai that competes w the biggest apps.
it’s already happening w lauchpads and trading terminals
This chart is measuring the Intelligence of leading AI models based on independent evaluations.
On the right side of this graph are the models we had during the last AI meta in 2024, when Virtual ran to 5bn an AI16Z to 2.5bn.
Position accordingly 🪐