Chainyoda

Silicon Valley is bringing back internal IT to replace SAAS and on-prem to replace cloud but using the fanciest agentic wrapper and it feels great. It’s a loop.

Bitcoin shouldn’t trade like SAAS. The threat to SAAS is that everyone will build their agents around their processes but no one is going to build their own bitcoin

Peter Steinberger has failed Wintermute’s sniper AI by failing to launch a memecoin 🦞

At least from x posts, the India AI summit seems to be witnessing Kumbh Mela level of crowds. Now is a good time to be in crypto, no one else is here

Too much going on in AI but on twitter everything looks 50x bigger than it already is.

Jensen skipped India AI show - does that mean Google landed a big TPU deal?

Labs will forward integrate into building their own agentic stack shortly… the speed of creative destruction WITHIN ai is like altcoins

China opens visa free travel for British nationals 🇨🇳🇬🇧now I can travel to Chinese cities other than San Francisco and Fremont as well

We have gone from doing busy work to impress managers IRL to making our AI agents do busy work to impress people on twitter

So what happens to an entire class of startup COOs that earned a bandit’s living just by deploying SAAS tools?

Re Coinbase lobby v Bank lobby, the banks position is financial stability orthodoxy. BOE/BCBS have also discussed concerns about the risk of retail capital flight to safety ( central bank money / t bills ) in times of distress, worsening the distress

Some AI labs folks spook me a bit by their humanitarian talk while simultaneously pitching economic growth through human replacement across the board
It reminds me of crypto memecoin casino and 50x perps people shilling financial inclusion and tools to get ahead