AI, crypto & semiconductors // building something new //

nyc / ldn
projects end. friendships end. but you know what doesn’t end? this mf devcon hallway
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went to Oxford for a formal dinner it was this pretentious 4 course high society meal and there it was… dubai chocolate was on the dessert menu mind blown 🤯
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The journey is full of ups and downs. Find your tribe that makes it all worth it.
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Go pond
Today, we’re launching Pond AI Studio and Pond Markets—new offerings to support early-stage AI projects, founders, indie developers, and aspiring builders. From infrastructure and token launches on @base to go-to-market and acceleration—it’s all here now, in one platform.
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Jason Rodrigues retweeted
Building this point out a bit more... Crypto’s history is full of ambitious attempts to “rebuild Web2 on Web3”. A decentralized Twitter, a blockchain Airbnb, a P2P Uber. The pitch decks are slick. The intention is good. But in most cases, the result is underwhelming. Why? Because using a blockchain shouldn’t be the feature. It should be the foundation. The simple truth is this: if crypto doesn’t fundamentally improve the user experience or unlock a new use case, there’s no reason to rebuild an existing Web2 product onchain. Why? Because most Web2 products already have: Fast UX Trusted infrastructure Enormous network effects Clear, centralized paths to dispute resolution When you take that same product and put it on a blockchain, you often trade all of that for Higher latency Worse UX Poorer performance Governance ambiguity And no new user benefit Decentralization is not a value proposition on its own, it’s a tradeoff. And users only accept tradeoffs when they get something better in return. Instead of asking, “Can we build X onchain?”, We should be asking: “What products are fundamentally better when they’re built on crypto rails?”. Some examples where the answer is yes: Stablecoin payments → open, borderless, censorship-resistant financial rails Prediction markets → censorship-resistant access to truth-seeking financial primitives Tokenized social graphs → transferable reputation and programmable incentives across platforms Each of these use cases works because they leverage the unique properties of blockchains: Trustlessness, Permissionlessness, Composability, Programmability, Global accessibility. These are not nice-to-haves. They’re requirements for the product to even exist in its best form. Forget Recreating. Start Inventing. I spent nearly a decade working in traditional financial markets, where efficiency, speed, and user trust are built into the system by design. If there’s one thing that experience taught me, it’s this: you don’t move value onto a slower, clunkier, more complex system unless there’s a very good reason. The only reason to build on crypto rails is if they unlock something new. Not just because they’re novel, but because they offer properties that the old system simply can’t. That’s the bar. And it’s the one we should be holding ourselves to in this space.
Crypto should strive for this being the rule, not the exception. If you can't explain why your product makes more sense on crypto rails, pivot.
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Spoke to @hypertris today and man, I'm bullish about @elfa_ai 🙌
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hiring anti portfolio
happy 'missed another opportunity to create generational wealth' day to those who celebrate :)
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the @formacity fellowship is high signal. our cohort is filled with kind, smart and helpful people. the content is also banger. last time I did something like this with @beondeck, i made friends for life. couldn't be more excited
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Met @BrianInCrypto today, and very bullish on @glider__! 🦇♾️
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Gotta hate companies house for outting people's PII Need some zk up in here
Alon turns 22 this year
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I kinda thought this was going to happen.. Anthropic is not going to serve all their user data and responses to their competitor
With less than five days of notice, Anthropic decided to cut off nearly all of our first-party capacity to all Claude 3.x models. Given the short notice, we may see some short-term Claude 3.x model availability issues as we have very quickly ramped up capacity on other inference providers, but we believe we have now secured sufficient near term capacity. We have been very clear to Anthropic that this is not our desire - we wanted to pay them for the full capacity. We are disappointed by this decision and short notice. Gemini 2.5 Pro (now very high quality on Windsurf, new 0.75x promo rate), GPT 4.1, and more are all unaffected. We look forward to our continued partnership with all model providers.
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Jason Rodrigues retweeted
Replying to @blknoiz06
You have to remember that the vast majority of the comments you read on CT are literal teenagers who are just discovering the concept of communism at school. But it’s unusual because they are also discovering gambling at the same time. Essentially, they are mentally conflicted: trying to gamble profitably but they don’t want to see anyone make a profit too. So that’s why you see these “extraction” comments so frequently; anyone who uses that word is simply developing their brain and you should give them space to do it.
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See a pattern?
tokenless projects but revenue positive: @pumpdotfun @bonkbot_io @dexscreener @MeteoraAG @farcaster_xyz @phantom @tradewithPhoton just some apps on top of my mind.
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going to tell my kids this is @hosseeb
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Jason Rodrigues retweeted
Stablecoins aren’t just for payments They’re a new platform layer Stripe-like APIs for global finance and use cases we haven't imagined yet As @m0foundation say: Everything is a bank Think too narrowly and you’ll miss the big picture Great piece by @sytaylor
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Really all you need as a founder
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The intents meta was a couple of cycles too early.
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Goodbye Bloomberg Terminal Wonder what the analogy to crypto is on this
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If you’re dealing with people with high agency and they ask you for a specific intro, say yes/no, but don’t delay it. Most people find a way to be one degree of separation from the people they need to.
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