Distributed AI networks and AI Infra gonna be the new FAT Thesis Position accordingly

Unmarried couples may get right to share of assets after break-up thetimes.com/uk/law/article/…

capital exiting crypto for 6+ months to front run AI IPOs, if spacex ipo flops a lot of that capital gets scared and buys back btc

Someone at SpaceX told me there will be 140 new Billionaires from the IPO. In a sense though people doing passive investing deserve to get fleeced and have been under fleeced relative to other asset classes

$ASTER tge next week @Aster_DEX tokenomics give over 53% of tokens for the airdrop like hyperliquid but can use BNB, Ethereum, Solana as well as Arbitrum i missed hyperliquid i wont make the same mistake twice

In general last cycle there were a lot of big market-makers that took principal risk and did hybrid venture + MM This cycle the ones that survived mostly did so bc they dont take risk + just max extract It is what it is

Excited to invest in @Blumcrypto in their latest round! From becoming #1 Memepad on TON to building multichain trading bots and perpetual futures, we’re looking forward to more innovative decentralized trading with Blum 🫡

My wife and I did this. I delivered the baby alone with her. It was the most magical thing we have ever done.

If Deepseek's results are replicated in the coming weeks, then it's the real deal. $TAO to TRILLIONS

We are reproducing the full DeepSeek R1 data and training pipeline so everybody can use their recipe. Instead of doing it in secret we can do it together in the open! 🧪 Step 1: replicate the R1-Distill models by distilling a high-quality reasoning corpus from DeepSeek-R1. 🧠 Step 2: replicate the pure RL pipeline that DeepSeek used to create R1-Zero. This will involve curating new, large-scale datasets for math, reasoning, and code. 🔥 Step 3: show we can go from base model -> SFT -> RL via multi-stage training. Follow along: github.com/huggingface/open-…

Dynamic has been achieved internally

This is our Pearl Harbor. We lost some ships. They’ve awakened the giant.

“But who will pick your fruit when you deport all the immigrants?!” May I present:

i have no tier list, it's either an in or out for me my personal approach focuses on backing actual bootstrapped (non-VC), AI builders who consistently ship and know how to navigate the current market this is a personal choice because I know the GenAI field well. i have been using/building with LLMs every single day for the past two years now. i'd like to believe this gives me an edge over most. when evaluating the CT timeline, i noticed most genuinely do not fully comprehend AI's capabilities. i'm literally here to hedge my fear of getting replaced in the next 5 years, and as a gen z, NVDA/TSMC/AMD ain't gonna cut it if i wanna make it — that's why i'm in the trenches. we go big or go home. i've also been in crypto long enough to see value in crypto-native founders like @jyu_eth. closed-minded tradAI builders would probably never tokenize a cent of their work on chain. if @AndyAyrey weren't open-minded enough, he would have already shut goat down at sub 10mc. look, i get that it's not all just about the tech. i've been aping shitters like wif (hat tech) since last nov when most of you are still suffering bear market PTSD. i fully understand there are certain things you simply can't control e.g. @pmarca shilling @truth_terminal , elon shilling PNUT. but there are elements you definitely CAN control — study error of process vs error of outcome (h/t @santiagoroel, learnt shit tons of my crypto investing from him) what i'm really saying is without the tech, these "memes" or "agents" won't have staying power. lemme give you the CT speak real quick: meme = number go up talking meme = number go up more many talking memes = who talks better better tech & execution = talk better talk better = more attention more attention = more number go up "talking" can be done through text, images, videos, audio, other forms of data, etc. compare @0xzerebro and @luna_virtuals , who talks better? who resonates more? who can rally the troops more effectively? now reverse engineer that and ask why. people have no idea how many of these are simply 20mins prompt-engineered OpenAI api calls hooked up w a twitter/telegram account. most of these will go to zero in the next month, and i sure as hell ain't playing that game. for all those asking me for quick trade advice, i suck at it btw. i'm an investor, not a trader. once i pull the trigger, i usually size w conviction — and wait. trading and investing have different playbooks, and i'd like to believe i'm currently building a robust one for this incredibly nascent vertical. so far, i'm choosing to back @AndyAyrey [goat], @jyu_eth [zerebro] and @NickLiverman [chaos] based on the thesis that i've put out (a more detailed one in the works) — see x.com/terrytjw/status/185701… s/o @shawmakesmagic as well, love what that team has been shipping with eliza, but ai16z just isn't for me (respek the pamp tho) my brain is still severely damaged by luna collapse 2022 😂 and DeFi isn't exactly my forte anws (too many unknown variables imo) — would prefer playing in my lane of backing pure AI execution onchain AI is here to stay. i haven't felt this way since my last contrarian bet on sol at $12. many did the same, and what did they do? follow the devs, bet on execution. or you can midcurve and trade TON/eth L2s lol wtv glhf AI (and memes) is a secular trend, and we're currently only ONE month into this new vertical. my bet is that more s-tier valley AI devs will keep flowing in as they see what we are cooking rn. those will be the ones i would double, triple down on. and when they eventually enter the space to bootstrap their agentic projects, i'm betting they won't use eliza or wtv us crypto peeps have been cookin up. they'll cook the core tech themselves — and i'm betting my ass it'll be waaay better. i say this because i've seen how cracked those tradAI devs are. those are the people who literally put together your ChatGPTs. even as a bozo AI dev, that's i path i'll take too. we simply want maximum control over our own agentic systems. of course, it's a different story if SDKs like eliza are well-maintained and proven over the next year. you're given the opportunity front run VCs and back actual builders in this meta right now the choice is yours, who will you back? terry