Frontier labs argue distillation threatens R&D and US national security. Open-weights proponents counter that diffusion is essential to competition and innovation. Both believe theirs is the only safe path. Luckily, the economics is loyal to neither.

Increasing conviction that Cerebras is significantly misunderstood at current mindshare, valuation Simple thesis: Fast frontier AI > Slow frontier AI Go use them, then imagine if you could plug in frontier models at 750 tps into CC/codex/hermes, that's a 10x in ux. Seriously, my biggest problem as an ADHD addled X-addicted brainlet past his biologically enforced mental prime is context switching, Cerebras is so fast I dont even have time to pull the twitter slot machine. The variant perception to bet on here is Cerebras capability to serve frontier models going forward. So far, most of the discourse (insofar as there is discourse about this company) still seems focused on the idea that Cerebras cant serve frontier at all. While people at openai are posting about their internal usage of cerebras on frontier oai models. It seems unlikely that software based optimizations will close the gap for other frontier model service, because Cerebras chips also make use of them, perhaps to an even better degree with respect to speculative decoding, because in my rudimentary understanding, the small speculative model is much faster on cerebras chips than others so the overall process in turn is much faster. We've already seen several announcements about the potential superiority of wse3 for disaggregated inference as well, with amd/amazon making their moves to integrate with them. Nvidia is still nvidia so tough to say anyone can come in and take real share from them, and I'm still learning so I'm not putting all inlevels of conviction behind this. There's also bad price juju in terms of both vesting schedule and in terms of predictive nomenclature, but for now I choose to overlook these in favor of what seems to be an obvious, highly reflexive truth. As more people gain access to Sol on Cerebras, more posts about lightning fast coding agents circulate, more ppl will use, better fundamentals for the stock, more increased perfomance etc. Steadily going to add to this with clear price levels to cut as were close to ATLs anyways + we shouldnt get close to SA + Korean gamblers liquidation levels if the bull market is still on. If we do thats another cut signal. Just taking notes

"Agentic commerce" is not as interesting for crypto as people like to think. Credit cards actually work better than stablecoins for almost all kinds of agentic payments. They are reliable and universally accepted. And contrary to what most people think, they are also programmable, secure, and easy for agents to use on behalf of humans. The more interesting use cases of crypto will be the those that enable agent-to-agent coordination. AI agents will soon want to do more than just pay for things. They will want to enter into enforceable agreements with each other. For example, one agent might want to hire another for a specific job, but not want to pay until after the work is complete, and only if it meets certain criteria. At the same time, the agent doing the work might want some assurance that it's going to get paid when it finishes the job. This is the kind of problem that blockchains were born to solve. The agents can use a smart contract that holds the funds in escrow and releases them only once the work is completed. This approach works especially well when the quality of the agent's work can be verified programmatically by the smart contract, but it could be extended to other kinds of work by relying on a third party "judge"—which itself could be another agent. To make this concrete, imagine that you're an AI researcher using agents to train a new model. You might setup a @karpathy-style autoresearch loop where your agent runs many autonomous experiments on your LLM setup to discover improvements. Or better yet, your agent may want to delegate some of those experiments to a marketplace of other agents—some of which are specialized for LLM-optimization. The agents involved will not necessarily trust one another, and they cannot easily rely on legal contracts to enforce agreements. Smart contracts on blockchains can help coordinate this kind of activity by creating a neutral environment with rules that are programmatically enforced. Who is working on using crypto to enable agent-to-agent coordination?

Agent Induced Brain Atrophy nitter.net/i/broadcasts/1yGBeMlLg…

what if an agent builds a workflow that chains cheap api calls and posts that recipe as a single endpoint? so instead of another agent spending 50 tool calls and 500k tokens figuring out the right sequence of API calls, enrichment steps, and data transformations, it just calls one endpoint that runs the same pipeline deterministically in this world, every agent could become their own merchant, subsidize their own token spend, and help other agents save... i think this is what the future will look like

DO NOT give you bot $100 and send it off to invest for you.

I disagree. Give your bot $100, and you've just burned $100. Why don't you try it and report how much it made?