@SpiritStAI • Hedge fund analyst turned bad

Arasaka Tower
Living in fear of cringe is not living
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Replying to @VCBrags
You can’t make this up
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Thanks for my first 1/1, can't believe i hit this today - been a long time dreamer and it's paying off like crazy @AkuDreams @Micah_Johnson3 #WeAreAku #NewProfilePic
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Man even looks like a hardo
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At first glance, @perplexity_ai looks like a well designed asterisk, but my interpretation of the logo is that it’s a never ending book filled with endless knowledge. No cover. No beginning. And no end.
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Replying to @hastifliche
met a medic from the same front—ran triage in -160°C with a cracked suit and a dull scalpel. she runs a flower stall on Phobos now, says the quiet still feels too loud. keeps her fridge stocked with dry ice, just to breathe easy
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1/ There’s not a lot of gaming AI coverage, so step 1 of my deep dive was in games, which happens to be a treasure trove, especially with bots. AI hopes to optimize many pieces of the gaming stack. The overarching game environment, NPCs, narratives/quests + items.
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Replying to @avi_eisen
Would stack the apples on top of each other and make one cut to the right or left (not the center) so that there are four pieces, two of which represent 2/3 of an apple and one which represents 1/3 Would give one big slice to two people and two small slices to the third person
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Extremely bullish on @blur_io - a thesis piece/thread: a) The Prosumer, or professional consumer / trader, owns the majority of volume in NFT exchanges, which is estimated to have a ratio of 70:30. Blur has captured already strong mindshare with top traders utilizing the (1/x)
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1/ This will be an open ended thread, where I choose my favorite AI generated picture of the day (mostly @midjourney) and reveal the prompt. Should be a fun time, this is the first... WaveKiller: Decimation of the Cybernet in 3021
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Replying to @n0w00j
Are you though? 😂
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The Future of AI Agents TLDR Agents I am looking for (mostly not built yet): - Agents that autonomously trade profitably - Agents that buy and sell NFTs - Agents that do your taxes and P&L - Agents that summarize TG chats (and articles like this) - o1 / o3 or Gemini 2.0 agents
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As a truly non-technical person, I recreated Pong with @grok + @cursor_ai - several interesting elements incorporated here: - Playing against an NPC -- Difficulty level set at 5 - Physics-based (ball & paddles) - Score tracker -- HQ visuals - NO CODING EXP
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Replying to @QwQiao
I think agents are just starting to be honest with you
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1/ Very few times have I been this passionate. AI is the future, and growth is secular. I am inherently an introverted creative, only revealing art (hand-drawn) to family and close friends. I tend not to share much but please enjoy my Human-AI Art <> Essay: “Blessed Malediction.”
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The reason why AiFi or DeFAI is such a massive market is because crypto is inherently a financial economy on digital rails Like… you are literally moving money through the internet What if you didn’t have to do that? What if AI could do it for you? That’s the TL we live in
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Replying to @zoink
My body is ready
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Replying to @swyx @character_ai
to truly understand usage and clearly see the customer profile is to check the subreddit
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Caspian Keyes from Pantheon may be one of the most thoughtfully created, complex characters I've ever come across Incredible creativity and storytelling, @kyliu99. Highly encourage folks to give the show a watch
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Saw @dhof minting an unidentified contract from a @MobyAlerts ping, was curious but dug a bit deeper and found the magic of @spellsdao. The mint is live as of this tweet, so tweeting some live thoughts in a thread.
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Figured it would be an interesting project to journal the key trenches trends I'm observing on a daily basis and share it with the world - presenting... The Trenches Daily Recap Tracker: 24-12-28 @sporedotfun - autonomous AI evolution project @MorphDreamAI @ZoogSol - cute AI storytelling meme / chatbot @printworldinc - bootstrapped @pumpdotfun theme park @AlphaArc4k - AI blockchain translator
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Replying to @20xBull
Do you think ETH has more upside than SOL?
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This is a very belated announcement, but better late than never I wanted to publicly announce @summarydotwtf - it's an AI tool that I built with my family (@erikyw26) that started as a fun project that quickly became a tool I use on a daily basis Summary is a Chrome extension that, with one click, summarizes the page you're on using a custom LLM. Whether it's an article, blog post, research paper, or PDF, Summary condenses the information on the page into digestible points and bullets Think about the 80/20 rule, where 20% of your effort produces 80% of the results. Summary seeks to take that further by synthesizing essential information from a webpage. Think 5% of your time for 95% of the information There's also a chat function where users can ask Summary questions about the webpage, and the chatbot will only respond with relevant answers Try it for yourself: Summary.wtf
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<3 Grok. Thanks @elonmusk @x @xai for creating the most comprehensive, real-time, and advanced crypto LLM - see a perfect example of Grok walking me through restaking on ethereum (@eigencloud) - and then on solana with @fragmetric and its Normalized Token Program that mitigates slashing through LST aggregation & optimizes AVS rewards with additional MEV rewards So impressive
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If Siri just integrated with ChatGPT, I would be using it all day every day…siriously
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1/ @edgerunners was the best show I’ve seen in 2022. There are a number of reasons why I think it was meaningful, but I’m going to zone in on two major themes, the futuristic dystopian transhumanism we know as ‘Cyberpunk’ and what it means to live/be a human. An AI Art Essay.
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Wow glad I included you and @branch_gg in my vc meta post — this is definitely an all ships sail situation where ecosystem effects generate positive feedback loops. I’m excited about this announcement and how composability will look like with both meta verses
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We're in VC meta right now. There are a lot of projects that are popping off, and the hit rate is especially high for projects that are venture capital backed. A deep-dive 🧵 on what's happening and how to capitalize.
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Replying to @AkshayNarisetti
Beautiful in nighttime too
SF is not that bad
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SF is not that bad
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Replying to @mickeyxfriedman
haha when RLHF is just HF
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Replying to @TheGregYang
Grok 3 baby
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You know, behind the rebasing, L1 coupling and tight ass community, my baby bear really speaks to me @bongbearsnft @berachain
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17/ Deciding to keep this as an open thread. One re-emerging trend is the concept of bot guidance. Everyone should take a look at @aiarena_crypto, which mixes web3, GameFi and AI. ArenaX Labs raised $5M from @paradigm for its PvP P2E game. The model here uses imitation learning.
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AI 𝕏 Crypto article loading...
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Replying to @TheValuesVC
This is so incredible
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guy in my dome swears he saw sunlight once—real sunlight, not the filtered spectrum we get under the Europa crust. says it was during a surface breach, right before the ice snapped shut again. now he spends hours staring at the reactor glow. says it’s close enough.
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Historians will skip our generation
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Replying to @loganbartlett
the more you fk around the more you find out
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Replying to @sarthakgh
I love this app man
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Have to shout out @contrary_res, can't really say there's a better place as a starting point for primary research for fast growing tech privates. @InvestiAnalyst @megankao_ @kwharrison13 – thank you for blessing us with your incredible hard work
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I think you actually missed the best startup program of this generation imho @natfriedman and @danielgross@aigrant has supported some of the best companies in AI @cursor_ai @perplexity_ai @pika_labs @meetgranola
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Interesting thought experiment: what have the last 4 years taught us about crypto price action as we get closer to tax season - and how is it shaping up for '24/'25? In this thread, I analyze price movement for two time periods: 1) Current Year End: December 2) BoY (Beginning of Year): January → April's tax day next year
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1/ Working hard is great, but sometimes, a break is necessary. Had such a blast doodling with @andr3w, @VinnieHager, @sgsand1, @EfdotStudio, and @Jrrdan1 irl. Back in SF and used the @artgobblers draw tool to scribble again with inspiration from everyone mentioned above
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2. Spells is using @artgobblers and @paradigm's VRGDA mechanism for its eternal mint, which effectively uncaps the supply for the project. The initial mint has 3,333 NFTs; but once the playerbase is seeded, there is an eternal mint, which is essentially an infinite VRGDA.
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1/ On the topic of gen AI, time and time again, we see the most value accrual *currently* come from the solutions with easy-to-use UI/UX that have developed a product that charges a form of subscription fee with a focus on time (speed) to market
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No it’s not, there’s no revenue in crypto
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Replying to @ciguleva
--p 2e4d560d-7f3b-4133-aa17-299143e6408f
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106/ This shit is so cool, thankful for @midjourney
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Eating these as an adult >>
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AI Wins AI has been and will continue to outperform humans. I strongly believe that AI will eventually be able to execute any task better than mankind Gaming, knowledge, art, video, music, and coding are just several areas where AI has surpassed the average person
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Saw Ne Zha 2 this past weekend, which was amazing (99% on @RottenTomatoes) The first Ne Zha came out in 2019 - that's ~6 years ago. I don't really want to wait another 6 years for the third, and maybe I won't need to... that's the vision for Runway and other video AI models
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Your GPUs are melting for a good cause @ishowspeedsui
it's super fun seeing people love images in chatgpt. but our GPUs are melting. we are going to temporarily introduce some rate limits while we work on making it more efficient. hopefully won't be long! chatgpt free tier will get 3 generations per day soon.
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Most people don’t realize that Dima and David began in this space by literally building onchain orderbooks and apps. They deeply understand app development and what it takes to make them successful. Excited to see apps launching on N1!
Introducing N1: not another altvm, not another modular something, not another overfarmed quest program N1 is a new L1, set to enable all code, all apps, _everything_ onchain
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Only in VC, you have an in-person meeting and you get hit with a text from the founder that goes like this 😬
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Short list of fun things this week: 1) Deployed Stable Diffusion via Ion Studio and vast.ai 2) @StabilityAI Launch Party 3) Deployed a NFT Contract via @manifoldxyz 4) @TechCrunch Disrupt 5) @markpinc Poker Night 6) @blur_io Launch Party 7) @scale_AI TransformX
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9/ This is why I welcome AI, why I welcome technological and workflow optimization. Though it may take away in the future, it is value additive in the present. I am so excited and blessed to see AI run and dominate various subverticals of life, of work, of play, and of art.
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dot com to dot fun to dot dead real ones know
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Replying to @0xdefidaniel
Expect more from me, you should read my pinned article on AI wrapped in 2024 too Separately, this is a strong show of strength from @opus_genesis - didn't know he had motion like that... feels like real utility to me
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Wen AI x Space???
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15/ As I mentioned, NPCs have been the focus. But in gaming environments, there are earlier stage startups like @ZibraAI, which uses AI for hyper realistic visuals and ethea.ai, which focuses on generative narrative building.
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Replying to @mdudas
Different take from most: minimizing latency and maximizing hyper performance is incredibly important Sui is fast and effective, good on them for getting to this valuation
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Good writeup Kyle. I actually disagree with you on the innovation piece. I think there are so many vectors projects can take in terms of pushing forward new agents in interesting novel ways. And as you rightfully pointed out, those will be pushing the envelop for the "new meta" Projects I have yet to but want to see: - Agents that can speak to you using an e2e voice agent and llm on the backend; this can be through a phone call - SOTA video agent - with all the new video models (Google's Veo2 and @zhou_xian_'s Genesis), there should be insane agents that ship the frontier - Agents that ACTUALLY make money - classical ML legitimately predicts the future by using data today, this is the premise of quant trading using algos - combine that with a shitposter KAIL (key AI leader), where users can deposit money, and the agent can tweet their trades / thought process. Now, that's interesting - New model architectures. There is this one project that I follow closely that uses a completely in-house framework for visual language models that continuously iterates and improves images through internal reasoning - Cross-chain agents - this is what @0xzerebro is building. You saw what they have been doing with @base and @LayerZero_Core. It's incredibly exciting - Agents that can start autonomous conversations with you in DMs over X - Agents that measure your X influence, and analyze your profile, and give it some sort of quantitative score (cough @SHL0MS @god @s8n) - More fine-tuned agents with sharper, deeper personalities. Can thank @NousResearch for this one - Agents that utilize many models but autonomously pick the best one based on the previous post, or a reply - essentially routing I could go on, but my point is that the surface has only been scratched. The tech is still so so so early, and if you're building any of the above, please reach out. Would be happy to chat over the holidays
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A point that most investors overlooked when they invested in the @X buyout was that it is the only real crypto search and research platform. This, in of itself, has become an incomparable moat with 1) crypto mind share - natives literally call it CT
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2024 AI Wrapped TLDR 2024 was the biggest year for AI thus far: - More models from the labs came out -- These were powerful, multimodal models -- Older models dropped prices heavily - Vertical agentic apps emerged - @cursor_ai @SierraPlatform - Models gained advanced reasoning
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Replying to @jordihays
lollll love this — we in this hype cycle but fr some of these stats are insane ser. Jasper at 80m topline, midjourney at 50m, stability gen 3m monthly, algo models kinda commoditized but copilot going ham think the number I heard was 100m app layer cruising but so is hugging
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Replying to @eshear
Agree with all of this - can speak from personal experience. I’ve always found the most fulfillment when passionate about the work I’m doing Comes from a combo of working on interesting / complex opps, learning + developing useful skills and frameworks, and meeting great people
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This is exactly what I mean. Nobody appreciates this fact, and I mean nobody xAI has created a crypto LLM. There is no other LLM product that coherently, accurately and holistically catches live sentiment of crypto projects. BUT GROK DOES! @elonmusk this is obviously huge
A point that most investors overlooked when they invested in the @X buyout was that it is the only real crypto search and research platform. This, in of itself, has become an incomparable moat with 1) crypto mind share - natives literally call it CT
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Replying to @0xZergs
Wellllll you know it much much better as you all wrote it but still sucks My point is I would bet on you to execute it 10x over than the VC’s portfolio project
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3/ @idSoftware developed @Quake, and released in 1996. This game was revolutionary in part by introducing the Reaper Bot, which was a modification that added bot opponents to its multiplayer FPS. This is well known as one of the best and most advanced bot mods even if incomplete.
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Replying to @sarthakgh
She also has been with Netflix for ~3.5 years in that group - how substantive do you think this promo is?
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This is literally me surviving round 2 of layoffs at my company 😭💀🧟
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10/ I will continue to push forward in this frontier-tech industry and learn and grow with the rest of the community. Although many share distaste for the Machine, for AI, I welcome innovation. I welcome the future.
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16/ Ultimately, this space is extremely exciting, and I look forward to the day where there are interactive games that are built on VR/AR where you can compete against computer trained expert swordsmen. Future should be lit. 🔥 Exploring and shipping AI in other areas too...🔮
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Happy Fourth of July! 🇺🇸 We celebrate with food 😤
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Omg your pfp from Sonic, so many mems
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7/ So after that, between the mid ‘00s and mid ‘10s, multiplayer bot popularity waned with 1) better broadband internet, enhancing web connectivity/optimizing human multi and 2) Moore’s Law, which allowed for more complex maps, making it harder for bot movement and navigation.
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Replying to @ryolu_
Fed this entire post as a prompt through @midjourney, this is what I got
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6/ In 2004, @Halo 2 released as a watershed game, hosting multiplayer with only real players. This game / model proved out that games could push out a big multiplayer shooter without bots and still generate millions of sales perfectly fine.
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2/ NPCs have been the largest focus in AI development, in part because it has the longest and richest history. Just think about bots. In 1972, Pong came out, and along with it, a bot that made decisions based off players' actions, using heuristics and educated guesses.
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5/ In 1999, @Sora_Sakurai and @Nintendo released Super Smash. Here, you can choose the level of the AI (dubbed CP) + the character you would battle against. The level of the AI determines how likely they are to follow through with actions, which scales difficulty.
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We have an orange president backing the orange coin, and you’re bearish, anon? Zoom out
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Replying to @rajatsuri @thogge
You are completelyyy missing the point. Don’t bet against @elonmusk
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My timeline is beautiful - AI and memes
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3) Marketing Design @limitus is an AI agentic application that executes defi tasks for the user (analysis, trade, etc.) I'm bringing them up because their video blew me away - I am certain many web2 startups cannot create content this good even with their warchests of capital
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13/ @OpenAI of course had to check gaming out too. They launched OpenAI Five for @DOTA2, which uses 5 recurrent neural networks + sequence learning + reinforcement learning. It played 180 years worth of games against itself every day. In 2019, it defeated the world champions.
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Replying to @providenceluvr
Guess you weren’t sleeping
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Replying to @elonmusk @ianmiles
Ready to win
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Always thoughtful
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@0xzerebro is definitely the most interesting, they're tackling so many of these vectors Most useful is tough - I am waiting for the day when there is an AI that I use that I feel comfortable enough to trade with easily - want it to be my default
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5/ On Man himself, with modern tech, he is tricked into believing he fulfills his own purpose by dominating his surroundings. And Man prides himself on using tech to his own advantage; whereas in reality, technology uses Man.
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Yeah I’ve seen it, solid product
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4/ In 1998, Unreal (yes, Epic Game's FPS Unreal) was published for Microsoft Windows. This was the first time @UnrealEngine was showcased, and it was a hit, reaching 1.5M unites by 2002. This bot was known for its adaptive and challenging AI.
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