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Jack Ai-Leung

@haitzu • 15,112 subscribers

My firm is https://t.co/jysrqwx3Dg Partner of @KhalaResearch @UrNetwork

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I only invest in $TAO now It is the most compelling ecosystem in crypto with the highest rate of product iteration and talent density I've ever come across My discussion with Wei below on Supercycle 00:00 Introduction 01:50 Macro Outlook 09:48 Speculative demand shift from crypto to AI 12:31 JP Morgan and the institutionalization of blockchain 15:15 AI vs. crypto: intelligence amplifiers vs. value representation 22:50 Korea's "Salaryman" dream and social drivers of crypto volume 33:00 Discovering Bittensor and decentralized systems 41:42 Why decentralized AI matters as a counterweight to frontier labs 47:53 Metanova (SN68) and AI drug discovery on Bittensor 01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105) 01:08:45 Why founders choose Bittensor over traditional VC

I only invest in $TAO now It is the most compelling ecosystem in crypto with the highest rate of product iteration and talent density I've ever come across My discussion with Wei below on Supercycle 00:00 Introduction 01:50 Macro Outlook 09:48 Speculative demand shift from crypto to AI 12:31 JP Morgan and the institutionalization of blockchain 15:15 AI vs. crypto: intelligence amplifiers vs. value representation 22:50 Korea's "Salaryman" dream and social drivers of crypto volume 33:00 Discovering Bittensor and decentralized systems 41:42 Why decentralized AI matters as a counterweight to frontier labs 47:53 Metanova (SN68) and AI drug discovery on Bittensor 01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105) 01:08:45 Why founders choose Bittensor over traditional VC

53,400 просмотров • 5 месяцев назад

Yeah $TIG is flying under the radar An open protocol for algorithm development listening to John explain how algorithms can optimise & help you extract maximum utility from any given chip DeepMind, OpenAI, Anthropic, they're all racing to own the algorithmic layer if they win, you pay a tax on every optimized query, every solved route, every compressed model Over the last 50 years, we focused on hardware The fight was between Intel, ASML, TSMC: who could etch circuits smallest and cheapest at scale? many years ago we realised Moore's law seemed to be hitting a ceiling, that there may be fundamental limitations of physics as such, the focus changed to how we could extract maximum utility from the hardware the fight will be for the most optimised software I spoke with John Fletcher (𝔦, 𝔦) to discuss the TIG mission Full ep on our youtube 00:00 Intro 00:26 Primer on $TIG 02:18 Cambridge, ARM and the TIG Team 06:33 Why open source? 15:21 Why challenges for algorithms 20:00 Role of IP licensing 23:29 Defending Against Algorithmic Monopolies 27:40 Monetisation 28:40 Use Cases 36:23 Power Struggle vs AI Labs 39:12 Freedom Ideology

Yeah $TIG is flying under the radar An open protocol for algorithm development listening to John explain how algorithms can optimise & help you extract maximum utility from any given chip DeepMind, OpenAI, Anthropic, they're all racing to own the algorithmic layer if they win, you pay a tax on every optimized query, every solved route, every compressed model Over the last 50 years, we focused on hardware The fight was between Intel, ASML, TSMC: who could etch circuits smallest and cheapest at scale? many years ago we realised Moore's law seemed to be hitting a ceiling, that there may be fundamental limitations of physics as such, the focus changed to how we could extract maximum utility from the hardware the fight will be for the most optimised software I spoke with John Fletcher (𝔦, 𝔦) to discuss the TIG mission Full ep on our youtube 00:00 Intro 00:26 Primer on $TIG 02:18 Cambridge, ARM and the TIG Team 06:33 Why open source? 15:21 Why challenges for algorithms 20:00 Role of IP licensing 23:29 Defending Against Algorithmic Monopolies 27:40 Monetisation 28:40 Use Cases 36:23 Power Struggle vs AI Labs 39:12 Freedom Ideology

38,463 просмотров • 3 месяцев назад

The people want $TAO at $3k My conversation with Stillcore Capital drops next week

The people want $TAO at $3k My conversation with Stillcore Capital drops next week

39,339 просмотров • 5 месяцев назад

Metanova (SN68) is one of the most compelling desci tokens in crypto, uniquely enabled by $TAO.

Metanova (SN68) is one of the most compelling desci tokens in crypto, uniquely enabled by $TAO.

16,645 просмотров • 4 месяцев назад

Impressed by SN8 Vanta Arrash on their suite of trading products: "Our largest competitor, FTMO, makes $500mm roughly in registration revenue/year, and they're making a ton of money, but traders are being kind of taken advantage of We want to build an alternative that actually rewards traders."

Impressed by SN8 Vanta Arrash on their suite of trading products: "Our largest competitor, FTMO, makes $500mm roughly in registration revenue/year, and they're making a ton of money, but traders are being kind of taken advantage of We want to build an alternative that actually rewards traders."

11,630 просмотров • 4 месяцев назад

Multicoin's shayon joined us on Supercycle to discuss some of their recent investments, including $GEOD, $RNDR and $JTO. 1:32 - Shayon's background 7:00 - Multicoin's activist strategy 9:11 - $RNDR 14:23 - Money is made in bear markets 17:45 - Crypto's PMF: Asset Ledger and internal Labour Markets 22:07 - DePIN tokens suck despite PMF 28:00 - $GEOD 33:10 - $JTO 37:22 - Memecoins and Stablecoins are overrated 41:16 - AAVE equity vs token 44:21 - Multicoin on DeSci

Multicoin's shayon joined us on Supercycle to discuss some of their recent investments, including $GEOD, $RNDR and $JTO. 1:32 - Shayon's background 7:00 - Multicoin's activist strategy 9:11 - $RNDR 14:23 - Money is made in bear markets 17:45 - Crypto's PMF: Asset Ledger and internal Labour Markets 22:07 - DePIN tokens suck despite PMF 28:00 - $GEOD 33:10 - $JTO 37:22 - Memecoins and Stablecoins are overrated 41:16 - AAVE equity vs token 44:21 - Multicoin on DeSci

15,977 просмотров • 7 месяцев назад

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