i think elon is building the short burst flying car powered by compressed air for mars and not for earth. since it's not practical to build roads there, we might as well just bypass them. also much easier to operate this tech on mars compared to earth given the difference in gravity. he has solar panels, optimus and now a flying vehicle and starship to take us there. no one knows how many times earth and civilization have restarted due to external factors like asteroids and we don't know when the next event is gonna happen. i think this is our only chance to protect humanity for now. hope ai helps us expedite the process.

1.07 zettahash per second.

the edge was never the software. it used to be maybe 10%. now it's not even 1%. the real edge is distribution, now more than ever.

$btc doesn't care what chamath thinks today or what jamie dimon and buffett thought 10 yrs ago. it's a fixed-supply asset. as long as fiat exists and global money supply grows, it'll go up forever. let's revisit this note 5 yrs from now.

non-tech people are already modifying their tvs without writing a single line of code. next they'll question why they should give up their privacy and freedom to centralized platforms when decentralization lets them own their identity. they're coming.

inference will run local. all cloud infra will become obsolete. nvidia saw this first, then apple, then meta and rest will follow.

future is everyone writing tons of code without even realizing or knowing they’re writing tons of code.

your relationships, your reputation and your ability to think outside the box are the only real edge now. everyone is equal. everyone has access to the same tools.

very interesting moves in 10y spreads globally. something’s up. no idea what but something’s up. wouldn’t be surprised if bitcoin shoots to new ath in the next few months or so.

bitcoin may be smelling something interesting in the markets. france/germany 10y spread.

thought clarity would pass and they’d dump the whole market. guess the opposite is gonna happen now.

anthropic and openai want an fda for ai so they can use regulation to entrench themselves and squeeze out open models. that’s what this whole psyop is about. they won’t succeed.

it's gonna be a bumpy q4 for bitcoin and equities in general. equities had a great run through the first three Qs and now risk managers are gonna start protecting those gains. if you can lock in 10%+, that’s a phenomenal year for a lot of asset managers and plus they’d like to keep their 2hr/day jobs. then you’ve got the midterms coming up. the us/iran situation still nowhere near settled and oil is telling you the most honest story on that front.

the us cannot afford to lose the ai race against china. the moment you stop, you’re not making ai safer. you’re handing china the future.

so let me get this right. an anthropic rat leaves his job complaining we’re all gonna die because of ai. then goes on cnn and parrots the same bullshit. next day his boss dario goes on cnn and repeats the same thing. my question is, if you agree with your fucking boss, why did you leave your job.