@jito_labs prev @temporal_xyz @ellipsis_labs building @cardboard_trade
Joined September 2021
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prediction: a frontier lab is going to launch an L1
*wait wait, hear me out*
- massive funding issues
- the government needing more and more people to buy debt (via stablecoins)
- groundbreaking math and advanced understanding of zero-knowledge proofs
- hyperliquid coming to the US
- agentic commerce
seems like a no brainer. and when they do, you go all in
hint: it'll be OAI, the one who keeps pouring resources into math and can no longer IPO this year
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anthropic is now watermarking it's outputs. they say it's to comply with the 'EU AI Act', but the more important reason is likely that watermarking can survive distillation.
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doing some research into what an onchain ai company would look like, tools:
Agent hosting
- AgentCore Runtime: managed cloud agents
- Cloudflare Agents: persistent agent instances
Workflows & execution
- Temporal: durable workflows
- E2B: cloud execution sandboxes
- Modal: isolated code execution
- Daytona: persistent execution environments
- OpenShell: enforced runtime policies
Identity & permissions
- Cedar: policy-based authorization
- AgentCore Gateway: tool access enforcement
- Entra Agent ID: agent identities
- OpenFGA: granular access controls
- SPIFFE / SPIRE: cryptographic workload identities
- UCAN: scoped permission delegation
- AWS IAM: cloud resource permissions
Accounts & credentials
- AgentMail: agent email inboxes
- Composio: authenticated app tools
- Nango: OAuth + API integrations
- Auth0 Token Vault: delegated account access
- AgentCore Identity: workload identity + credentials
- 1Password SDKs: programmatic secrets access
Browser access
- Browserbase: persistent browser logins
- AgentCore Browser: managed browser sessions
Shared context & storage
- Letta: persistent shared memory
- LangGraph: checkpoints + cross-thread state
- Postgres: company state + event history
- S3: documents + file storage
Interfaces & protocols
- MCP: agent-to-tool connections
- A2A: agent-to-agent communication
Payments
- AP2: payment authorization mandates
Monitoring
- Langfuse: traces + evaluations
- LiteLLM: routing + spend controls
- OpenTelemetry: standardized application telemetry
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stop thinking, stop introspecting. build some thing. fail. build a next thing. fail. build enough things and one of them might succeed. at the very least you'll get good at building things.
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interesting. you can probably expand this list to thousands of ideas. get grinding.
"Cheap intelligence makes surprisingly small businesses viable:
• Local RFP scout for one kind of contractor
• Obscure replacement-part finder
• Permit renewal assistant for food trucks in three counties
• Freight invoice error finder
• Grant matcher for tiny nonprofits
• Used farm-equipment compatibility checker
• Construction drawing change detector
• Specialized equipment rental broker
• Swim-meet PDF processor for regional clubs
• Auction scout for collectors of one obscure category
• Maintenance ticket triage for small landlords
• Supplier substitute finder for discontinued components
• Certification tutor for wastewater plant operators
• Sponsorship matcher for niche podcasts
• Public-record lead finder for commercial installers
• Cemetery-record researcher for genealogists
• Custom itinerary planner for travelers with specific accessibility needs
• Proposal writer for one narrow service industry
• Inventory matcher between independent repair shops
• Contract renewal tracker for small school districts"
cc @MetaDAOProject @mitchellsniffle
just finished listening to this. he mentions new business models which could not have existed before cheap intelligence. what are examples of this?
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the only remaining bottleneck is personal judgement. oftentimes you can't stick a whole company into a single person's expertise, but you can make the tree as shallow as possible.
if someone in the tree doesn't respond immediately, remove them from the tree.
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just finished listening to this. he mentions new business models which could not have existed before cheap intelligence. what are examples of this?
The benefits of abundant intelligence will accrue far outside of San Fransisco.
Spent the last year writing about capital, sovereignty, and the coming reordering of economic power.
THE COMMANDING HEIGHTS
Commanding-Heights.com
Choose the sword and you will join me
Choose the ball and you join your mother in death
You don't understand my words, but you must choose
So, come, boy, choose life or death
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token use per country will be very important. somewhere between: productivity, GDP, and luxury goods. governments should subsidize token costs in most areas.
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Absolute fire
The Harmonic team is proud to release a first of its kind block focused Solana explorer.
explorer.harmonic.gg
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At Ellipsis I built SolFi, and I'm thrilled to now be part of the team that is building the next evolution of decentralized exchanges.
We’re gonna win so much, you may even get tired of winning. And you’ll say, "Please, please. It’s too much winning."
Couldn't be more excited to announce that I, @temporal_xyz, and @kevinxpang are the creators and operators of @humidifi.
The thesis: decentralized finance outpaces closed systems.
The proof: over 120b in volume, accounting for over 50% of all spot volume on Solana. #1 on $MON launch day. Retail getting better fills than any CEX. All in less than 6 months
The roadmap: better fills on every asset, across every asset class.
This is just the beginning.
Internet Capital Markets.
Can't believe no one has done this before. The best upgrades are obvious in hindsight.
Preview of @harmonic_gg upcoming block visualization tool, which aims to give users and applications deep insights into how blocks are packed.
You won't be disappointed!
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I'm excited to officially announce that I've joined @temporal_xyz Looking forward to building with this amazing team.