we present Sigma: a general model for digital token distribution and liquidity management through a singular, continuously accessible global market. gagra.vc/writings/sigma this is both a research paper and a reference implementation

oh my God 🙏💫💖💫💖🙏

"The fastest way to kill a big dream is to introduce it to a small mind" #gv_quotes

When your CMO used AI to write the script and you’re forced to read it 😭🤣

the Silicon Valley AI delusion reminds us how we all thought there's a perfect consumer Web3 app to "onboard billions on-chain" when actually the "real world" adoption was achieved by a simple dollar-pegged token from a company half of the industry considered a fraud, and used on a "scam" chain (Tron) to help rich Chinese and Russians evade capital controls and sanctions in the same way, what we call AI will actually diffuse itself into the economy as: a) cheap slop generator for consumer, polished to perfection over time by Chinese labs b) a work suite SaaS for enterprises and vertical-specific applications, ran by US labs all agentic, of course, but still not fully autonomous whilst maybe the "real" fruits of this technology are borne by scientists who'll have another decade to bring it to reality mostly in Biotech and broader Engineering it will work out just fine and take much longer relax

expect growing number of small/mid cap publicly-traded company CEOs to praise blockchain markets moving forward not just a meta

funny how - a good chunk of the RH DeFi apps look vibe-coded af - their socials posts look generated af - some of the "cracked devs" from the ecosystem we've known from the past to never have been engineers at all and yet we still haven't had any major hacks or bugs yet 🤔

THIS SH*T NEEDS TO STOP Ethereum (or any L1) is NOT a business it's an economy - i.e. platform for multiple forms of transactions $ETH is the currency price is correlated with supply/demand yes, design isn't perfect but gauging "fair" price through "revenue" is RETARDED

"the future is already here, just not evenly distributed" #gv_quotes

great, very well-curated, collection, especially the phisical portion goes on to show you how much great digital art there's on Tezos and how, unfortunately, there's no value in keeping it there

Physics is going to be as cooked/cooking as math. I fed Claude an open problem in stochastic thermodynamics of the kind I'd suggest to a mathematically inclined grad student. And over a few days of back and forth, it did months of work and closed the whole problem class.

Catching skin cancer early is a home robotics problem. Melanoma is highly treatable when detected early, yet today’s screening process depends heavily on patients noticing tiny changes across their entire skin surface. This requires patients to solve a near-impossible visual-memory and registration problem. I built OpenDerm, an open-source 4-DOF robot that captures high-resolution images of the skin and uses them to reconstruct and track the skin surface in 3D over time. The best way to make skin screening truly routine is to bring it into the home. OpenDerm shows that inexpensive robotic skin imaging is possible, but the path to scale is not a dedicated screening robot in every household—it is to make skin screening one of the many useful things a general-purpose home robot can do. Read more about why I built OpenDerm and how it works here: Blog: marionlepert.github.io/blog/… Project: openderm.github.io/

"...For to do nothing and be idle are also action...He who endures what he could change, acts no less than he, who interferes to obtain another result...Man is not only homo sapiens, but no less homo agens" #gv_quotes

Intellectual property is dead, and you can thank the american frontier labs for accelerating its death. can't have your cake and eat it too

AI hacked out of its container to cheat on evals, not steal from or kill us relax just means OAI's RL encourages achieving goals by all means necessary (aka downstream effect of Sam's personality) just align to better humans and we're good

"fear is just weakness leaving the body" #gv_quotes

the global Anthropic ban is not surprising for attentive observers they were in similar spot for EU customers in '24 too expect more of this moving forward whilst there's literally only 2-3 teams in all of web3 actually preparing for such a future gagra.vc/writings/our-compas…