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Another Stanford interpretability guest lecture: Jack Merullo on "computational motifs" - the algorithmic primitives of transformers that show up again and again across circuits/tasks/models e.g. induction heads, binding vectors, helical representation comparisons, copy suppresion heads, etc. 00:53 - Intro: defining "computational motifs" 05:48 - Induction heads (a classic motif)... show more

Goodfire

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NEW! vitalik.eth joins the greenpill.network podcast today to talk about Web3 Public Goods Funding in 2025. This episode is part 1 of a 2 part series. In ep 1 we discuss: TIMESTAMPS 00:00 - Intro 2:18 - Why Public Goods? 03:17- Private vs. Public Goods 05:20 - Challenges of Funding Public Goods 06:13 - Intrinsic Motivation and Public Goods 07:16 - Funding Models for Public Goods 09:18 - Digital Ecosystem and Public Goods 10:12 - Revenue Curve and Public Goods 11:36 - Decentralization vs. Domination 13:05 - Competitive Advantage of Public Goods 15:01 - Resilience Through Public Goods 17:07 - Broader Impact of Ethereum 19:18 - Escape Velocity Theory 19:51 - Importance of Public Goods 21:31 - Diversity in Funding Entities 23:44 - Challenges in Funding Public Goods 26:02 - Scaling Funding Needs 27:04 - Hybrid Funding Models 29:09 - Institutionalizing Funding 31:00 - Layer Two Solutions 31:59 - Importance of Scaling Funding 34:00 - Moralism in Ecosystem Dynamics 36:22 - Quality Allocation of Funding 37:26 - Diversity of Funding Mechanisms 39:34 - Stability in Funding Mechanisms 41:09 - Prediction Markets for Public Goods 42:27 - Info Finance Concept 44:36 - Distilled Human Judgment Mechanism 46:52 - Governance as a Lego Concept 47:58 - Forking Protocol Guild 50:54 - Discussion on Ethereum Critique 51:57 - Auto Public Goods Funding 53:11 - Tokenization and Open Source Funding 53:49 - Evaluating Funding Mechanisms 54:48 - Finding High Leverage Projects 56:19 - Challenges in Distribution 57:32 - Public Goods Funding in 2025 59:36 - Outro

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owockai

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Latent.Space

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MCG

107,440 Aufrufe • vor 2 Monaten

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Josh Rainer

111,552 Aufrufe • vor 1 Jahr

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

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MR SHIFT 🦁

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Raoul Pal

172,640 Aufrufe • vor 1 Jahr

Here's my conversation with yajnadevam (Bharath Rao) about his historic, groundbreaking work on deciphering the Indus script. The decipherment of this script, and the identification of the language it encodes, is central to the debate surrounding the origins of Hinduism and Sanskrit and the history of India's deep antiquity. Yajnadevam, who has a background in engineering and cryptography, explains how he approached the problem by modeling the script as a cryptogram, utilizing information theory to validate his findings. Timestamps: 0:00 Introduction and background of the decipherment 1:15 Early interest in cryptograms during engineering 2:31 Initial approach to Indus script problem 4:30 Understanding regular expressions and patterns 7:41 Timeline of the decipherment work 9:29 History of cryptography and Caesar cipher 13:48 Shannon's theory of cryptography 15:42 Historical examples of code breaking 17:31 Methodology of solving cryptograms 20:27 Pattern matching and set intersection process 28:06 Challenges with Sanskrit vocabulary 34:06 Timeline of symbol decipherment 37:58 Discovery of grammatical readability 40:35 Explaining unicity distance 45:47 Certainty of the decipherment 47:34 Initial expectations and discoveries 51:53 Religious aspects and deity references 54:26 Connection to Gupta era seals 57:41 Iconography and inscription relationships 59:47 Missing information in inscriptions 1:00:24 Religious Content in Inscriptions 1:01:41 Place Names and Cities 1:03:09 Federation of City States 1:04:33 Symbol of Two Blackbucks 1:06:28 Unicorn and Royal Symbols 1:07:51 Ancient Symbols to Modern India 1:09:40 Evolution of Writing Systems 1:12:22 Timeline of Indus Script Usage 1:20:13 Key Findings About Indian History 1:23:26 Types of Sanskrit Vocabulary Found 1:26:01 Language Families in Ancient India 1:28:36 Unity of Ancient Indian Civilization 1:31:24 Future Research Plans 1:34:31 Addressing Academic Criticisms 1:39:40 Plans for Publishing Findings 1:45:04 Origins of Hinduism 1:51:22 Problems with Migration Theory 1:58:50 Indo-European Language Family Discussion 2:08:47 Closing Remarks

Here's my conversation with yajnadevam (Bharath Rao) about his historic, groundbreaking work on deciphering the Indus script. The decipherment of this script, and the identification of the language it encodes, is central to the debate surrounding the origins of Hinduism and Sanskrit and the history of India's deep antiquity. Yajnadevam, who has a background in engineering and cryptography, explains how he approached the problem by modeling the script as a cryptogram, utilizing information theory to validate his findings. Timestamps: 0:00 Introduction and background of the decipherment 1:15 Early interest in cryptograms during engineering 2:31 Initial approach to Indus script problem 4:30 Understanding regular expressions and patterns 7:41 Timeline of the decipherment work 9:29 History of cryptography and Caesar cipher 13:48 Shannon's theory of cryptography 15:42 Historical examples of code breaking 17:31 Methodology of solving cryptograms 20:27 Pattern matching and set intersection process 28:06 Challenges with Sanskrit vocabulary 34:06 Timeline of symbol decipherment 37:58 Discovery of grammatical readability 40:35 Explaining unicity distance 45:47 Certainty of the decipherment 47:34 Initial expectations and discoveries 51:53 Religious aspects and deity references 54:26 Connection to Gupta era seals 57:41 Iconography and inscription relationships 59:47 Missing information in inscriptions 1:00:24 Religious Content in Inscriptions 1:01:41 Place Names and Cities 1:03:09 Federation of City States 1:04:33 Symbol of Two Blackbucks 1:06:28 Unicorn and Royal Symbols 1:07:51 Ancient Symbols to Modern India 1:09:40 Evolution of Writing Systems 1:12:22 Timeline of Indus Script Usage 1:20:13 Key Findings About Indian History 1:23:26 Types of Sanskrit Vocabulary Found 1:26:01 Language Families in Ancient India 1:28:36 Unity of Ancient Indian Civilization 1:31:24 Future Research Plans 1:34:31 Addressing Academic Criticisms 1:39:40 Plans for Publishing Findings 1:45:04 Origins of Hinduism 1:51:22 Problems with Migration Theory 1:58:50 Indo-European Language Family Discussion 2:08:47 Closing Remarks

Abhijit Chavda

61,321 Aufrufe • vor 1 Jahr

Failing to Understand the Exponential, Again? My conversation with Julian Schrittwieser - Julian Schrittwieser (Anthropic, AlphaGo Zero, MuZero) - on Move 37, Scaling RL, Nobel Prize for AI, and the AI frontier: 00:00 - Cold open: “We’re not seeing any slowdown.” 00:32 - Intro — Meet Julian 01:09 - The “exponential” from inside frontier labs 04:46 - 2026–2027: agents that work a full day; expert-level breadth 08:58 - Benchmarks vs reality: long-horizon work, GDP-Val, user value 10:26 - Move 37 — what actually happened and why it mattered 13:55 - Novel science: AlphaCode/AlphaTensor → when does AI earn a Nobel? 16:25 - Discontinuity vs smooth progress (and warning signs) 19:08 - Does pre-training + RL get us there? (AGI debates aside) 20:55 - Sutton’s “RL from scratch”? Julian’s take 23:03 - Julian’s path: Google → DeepMind → Anthropic 26:45 - AlphaGo (learn + search) in plain English 30:16 - AlphaGo Zero (no human data) 31:00 - AlphaZero (one algorithm: Go, chess, shogi) 31:46 - MuZero (planning with a learned world model) 33:23 -Lessons for today’s agents: search + learning at scale 34:57 - Do LLMs already have implicit world models? 39:02 - Why RL on LLMs took time (stability, feedback loops) 41:43 - Compute & scaling for RL — what we see so far 42:35 - Rewards frontier: human prefs, rubrics, RLVR, process rewards 44:36 - RL training data & the “flywheel” (and why quality matters) 48:02 - RL & Agents 101 — why RL unlocks robustness 50:51 - Should builders use RL-as-a-service? Or just tools + prompts? 52:18 - What’s missing for dependable agents (capability vs engineering) 53:51 - Evals & Goodhart — internal vs external benchmarks 57:35 - Mechanistic interpretability & “Golden Gate Claude” 1:00:03 - Safety & alignment at Anthropic — how it shows up in practice 1:03:48 - Jobs: human–AI complementarity (comparative advantage) 1:06:33 - Inequality, policy, and the case for 10× productivity → abundance 1:09:24 - Closing thoughts

Failing to Understand the Exponential, Again? My conversation with Julian Schrittwieser - Julian Schrittwieser (Anthropic, AlphaGo Zero, MuZero) - on Move 37, Scaling RL, Nobel Prize for AI, and the AI frontier: 00:00 - Cold open: “We’re not seeing any slowdown.” 00:32 - Intro — Meet Julian 01:09 - The “exponential” from inside frontier labs 04:46 - 2026–2027: agents that work a full day; expert-level breadth 08:58 - Benchmarks vs reality: long-horizon work, GDP-Val, user value 10:26 - Move 37 — what actually happened and why it mattered 13:55 - Novel science: AlphaCode/AlphaTensor → when does AI earn a Nobel? 16:25 - Discontinuity vs smooth progress (and warning signs) 19:08 - Does pre-training + RL get us there? (AGI debates aside) 20:55 - Sutton’s “RL from scratch”? Julian’s take 23:03 - Julian’s path: Google → DeepMind → Anthropic 26:45 - AlphaGo (learn + search) in plain English 30:16 - AlphaGo Zero (no human data) 31:00 - AlphaZero (one algorithm: Go, chess, shogi) 31:46 - MuZero (planning with a learned world model) 33:23 -Lessons for today’s agents: search + learning at scale 34:57 - Do LLMs already have implicit world models? 39:02 - Why RL on LLMs took time (stability, feedback loops) 41:43 - Compute & scaling for RL — what we see so far 42:35 - Rewards frontier: human prefs, rubrics, RLVR, process rewards 44:36 - RL training data & the “flywheel” (and why quality matters) 48:02 - RL & Agents 101 — why RL unlocks robustness 50:51 - Should builders use RL-as-a-service? Or just tools + prompts? 52:18 - What’s missing for dependable agents (capability vs engineering) 53:51 - Evals & Goodhart — internal vs external benchmarks 57:35 - Mechanistic interpretability & “Golden Gate Claude” 1:00:03 - Safety & alignment at Anthropic — how it shows up in practice 1:03:48 - Jobs: human–AI complementarity (comparative advantage) 1:06:33 - Inequality, policy, and the case for 10× productivity → abundance 1:09:24 - Closing thoughts

Matt Turck

235,526 Aufrufe • vor 9 Monaten

I asked a top 0.1% YouTube Strategist (Vexian - Algorithm Alchemist) to take me from 0 to 10m subscribers. This is every level of YouTube growth. 0:00 Education vs Entertainment 1:51 The Biggest Mistake New Creators Make 2:45 You Don't Need Gear You Need Reps 3:53 The One Thing That Guarantees 1K Subs 4:58 What Is the Impression Snowball 5:54 Consistency as Compound Interest 6:57 How to Come Up With Content Ideas 7:28 Track the Top 20% in Your Niche 8:18 Reverse Engineering Titles That Work 9:06 How to Remix Without Copying 10:00 Why People Actually Watch 11:30 90 Ideas in 30 Minutes 17:29 Level 2 (1K to 10K Subscribers) 21:00 How to Hook in 3 Seconds 24:40 YouTube Is a Zero Sum Game 25:11 Collabs and the Anchor Effect 26:48 Using Bigger Creators to Grow 28:21 What Separates Creators After 100K Videos 29:41 Consistency in Amount Type and Focus 30:05 How to Know When to Quit Your Niche 31:37 What Gaming YouTube Teaches Everyone 33:31 Storytelling From Minecraft YouTubers 34:22 Mini Stories and Escalating Stakes 37:47 Level 3 (10K to 100K Subscribers) 42:00 Package Your Video Like a Movie Poster 44:00 The Pre-Post Checklist 49:00 Seven Levels of Rapper and Viral Permutations 51:05 CTAs Where to Put Them and Where Not To 53:26 Subscribers Are a Vanity Metric 55:46 Replace Ad Reads With Your Own Content 58:49 Level 4 (100K to 1M Subscribers) 59:08 What Is Impact 1:00:01 Pattern Breaking and Absurdism 1:01:15 How to Title a Podcast for Absurdism 1:02:27 Melding Interest Topics Together 1:04:36 Parasocial Reciprocity 1:05:57 The Third Thing Nobody Talks About 1:06:05 What Is Sauce 1:08:20 How Long Does 100K Actually Take 1:09:31 When to Start Outsourcing 1:12:00 Your Niche Has a Ceiling 1:21:42 The Invisible Katana and 25M Views 1:23:27 One Word Across 5 Niches and 13 Years 1:25:38 What Channels Will Hit 1M 1:29:00 Level 5 (1M to 10M Subscribers) 1:29:34 Outlier vs Presence of Mind Ideation 1:30:50 Oppenheimer Barbie and the Minecraft Movie 1:38:00 Why the Best Channels Stop Growing 1:44:41 What Happens When You Beat YouTube 1:46:18 When You Become an Idea Not a Person 1:49:48 The Two Things That Actually Matter

I asked a top 0.1% YouTube Strategist (Vexian - Algorithm Alchemist) to take me from 0 to 10m subscribers. This is every level of YouTube growth. 0:00 Education vs Entertainment 1:51 The Biggest Mistake New Creators Make 2:45 You Don't Need Gear You Need Reps 3:53 The One Thing That Guarantees 1K Subs 4:58 What Is the Impression Snowball 5:54 Consistency as Compound Interest 6:57 How to Come Up With Content Ideas 7:28 Track the Top 20% in Your Niche 8:18 Reverse Engineering Titles That Work 9:06 How to Remix Without Copying 10:00 Why People Actually Watch 11:30 90 Ideas in 30 Minutes 17:29 Level 2 (1K to 10K Subscribers) 21:00 How to Hook in 3 Seconds 24:40 YouTube Is a Zero Sum Game 25:11 Collabs and the Anchor Effect 26:48 Using Bigger Creators to Grow 28:21 What Separates Creators After 100K Videos 29:41 Consistency in Amount Type and Focus 30:05 How to Know When to Quit Your Niche 31:37 What Gaming YouTube Teaches Everyone 33:31 Storytelling From Minecraft YouTubers 34:22 Mini Stories and Escalating Stakes 37:47 Level 3 (10K to 100K Subscribers) 42:00 Package Your Video Like a Movie Poster 44:00 The Pre-Post Checklist 49:00 Seven Levels of Rapper and Viral Permutations 51:05 CTAs Where to Put Them and Where Not To 53:26 Subscribers Are a Vanity Metric 55:46 Replace Ad Reads With Your Own Content 58:49 Level 4 (100K to 1M Subscribers) 59:08 What Is Impact 1:00:01 Pattern Breaking and Absurdism 1:01:15 How to Title a Podcast for Absurdism 1:02:27 Melding Interest Topics Together 1:04:36 Parasocial Reciprocity 1:05:57 The Third Thing Nobody Talks About 1:06:05 What Is Sauce 1:08:20 How Long Does 100K Actually Take 1:09:31 When to Start Outsourcing 1:12:00 Your Niche Has a Ceiling 1:21:42 The Invisible Katana and 25M Views 1:23:27 One Word Across 5 Niches and 13 Years 1:25:38 What Channels Will Hit 1M 1:29:00 Level 5 (1M to 10M Subscribers) 1:29:34 Outlier vs Presence of Mind Ideation 1:30:50 Oppenheimer Barbie and the Minecraft Movie 1:38:00 Why the Best Channels Stop Growing 1:44:41 What Happens When You Beat YouTube 1:46:18 When You Become an Idea Not a Person 1:49:48 The Two Things That Actually Matter

Grant

19,207 Aufrufe • vor 2 Monaten

E148: Brian Armstrong Brian Armstrong is the CoFounder & CEO of Coinbase 🛡️ Brian opens up about building and leading Coinbase through chaos, burnouts, lawsuits and political attacks while staying focused on the ultimate mission: creating more economic freedom in the World. Timestamps 0:00 Introduction 1:57 You Need Security? 3:45 Who Are You 5:21 More About Being An Introverted Kid 6:33 What Gave Brian The Chip On The Shoulder 11:38 Partnerships: Jupiter (🐱, 🐐) Paradex KAST 12:31 How Much Of Your Mission Is Driven By Your Past 15:25 The Baldness Story 17:24 Turning Bald Into A Superpower 21:30 Brian's Thoughts On Solo Founders 25:26 How Did Your Co-Founder Leaving Make You Feel 29:24 Another Tough Moment In The History Of Coinbase 31:09 Accepting Co-Founder Departure Without Feeling The Burnout 33:00 Partnerships: Trezor Bitwise Sui Story 34:15 How Brian Got Fascinated By Bitcoin & Blockchain 37:02 How Long Did It Take To Go All In 38:47 Creating More Economic Freedom In The World Meaning 44:16 The Role Of Privacy Creating More Economic Freedom 47:23 Coinbase Explained To Your Mom 52:05 Trying To Help But Running Into Unreasonable People 56:40 Lasting So Long Through Wall After Wall, How? 1:02:06 Big Things That Needed To Change Before Burnout 1:05:53 What Do The Audience Not Know About Being Brian 1:10:10 Gaining Self Irrational Beliefs 1:11:53 Something Brian Can’t Do 1:13:15 Things You Were Wrong About That Turned Into Successes 1:15:21 How Brian Felt On The IPO Day & The Day After 1:20:27 Do You Look Back At Many Milestones 1:21:56 When Is The Job Done For Brian 1:23:48 Having A Minimalist Lifestyle 1:25:50 One Secret To Building A Business Plus Finding The Right Partner 1:30:43 The Fundraising System For Entrepreneurs Is Broken 1:33:09 The Role Of Centralized Exchanges 1:35:26 Endgame For Coinbase 1:36:00 Are You Happy 1:37:33 The Impact Of Being Worth Billion On Your Fulfillment 1:40:53 One Thing You’re Holding On To That You Should Let Go Of 1:43:06 The Voice In Your Head Is Saying? 1:45:03 One Lesson To Takeaway 1:46:20 A Belief Brian Has That Most Don’t

E148: Brian Armstrong Brian Armstrong is the CoFounder & CEO of Coinbase 🛡️ Brian opens up about building and leading Coinbase through chaos, burnouts, lawsuits and political attacks while staying focused on the ultimate mission: creating more economic freedom in the World. Timestamps 0:00 Introduction 1:57 You Need Security? 3:45 Who Are You 5:21 More About Being An Introverted Kid 6:33 What Gave Brian The Chip On The Shoulder 11:38 Partnerships: Jupiter (🐱, 🐐) Paradex KAST 12:31 How Much Of Your Mission Is Driven By Your Past 15:25 The Baldness Story 17:24 Turning Bald Into A Superpower 21:30 Brian's Thoughts On Solo Founders 25:26 How Did Your Co-Founder Leaving Make You Feel 29:24 Another Tough Moment In The History Of Coinbase 31:09 Accepting Co-Founder Departure Without Feeling The Burnout 33:00 Partnerships: Trezor Bitwise Sui Story 34:15 How Brian Got Fascinated By Bitcoin & Blockchain 37:02 How Long Did It Take To Go All In 38:47 Creating More Economic Freedom In The World Meaning 44:16 The Role Of Privacy Creating More Economic Freedom 47:23 Coinbase Explained To Your Mom 52:05 Trying To Help But Running Into Unreasonable People 56:40 Lasting So Long Through Wall After Wall, How? 1:02:06 Big Things That Needed To Change Before Burnout 1:05:53 What Do The Audience Not Know About Being Brian 1:10:10 Gaining Self Irrational Beliefs 1:11:53 Something Brian Can’t Do 1:13:15 Things You Were Wrong About That Turned Into Successes 1:15:21 How Brian Felt On The IPO Day & The Day After 1:20:27 Do You Look Back At Many Milestones 1:21:56 When Is The Job Done For Brian 1:23:48 Having A Minimalist Lifestyle 1:25:50 One Secret To Building A Business Plus Finding The Right Partner 1:30:43 The Fundraising System For Entrepreneurs Is Broken 1:33:09 The Role Of Centralized Exchanges 1:35:26 Endgame For Coinbase 1:36:00 Are You Happy 1:37:33 The Impact Of Being Worth Billion On Your Fulfillment 1:40:53 One Thing You’re Holding On To That You Should Let Go Of 1:43:06 The Voice In Your Head Is Saying? 1:45:03 One Lesson To Takeaway 1:46:20 A Belief Brian Has That Most Don’t

MR SHIFT 🦁

229,818 Aufrufe • vor 8 Monaten

E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

MR SHIFT 🦁

191,044 Aufrufe • vor 22 Tagen

E174: Tarek Mansour - Launching the First Regulated Perps In The U.S and building the next generation of financial markets Tarek Mansour is the co-founder and CEO of Kalshi, the first regulated prediction market exchange in the US, valued at $22 Billion. He grew up in Lebanon with a single mom, studied at MIT, worked at Citadel, and spent 6 years years building a company most people ignored before it finally took off. We talk about what it actually takes to not give up, why markets are better at finding truth than experts, why Kalshi is launching the first regulated Perps in the US, and how his team is building what he calls the next generation of financial markets. Timestamps: 0:00 Intro 1:54 Urgency 3:11 Anime 4:53 Who is Tarek? 7:02 Mathematics & Certainty 9:10 Tarek's chip on the shoulder 13:33 Partnerships: Trezor Bitwise 15:19 Resilience 16:31 Entrepreneurship is Therapy 18:23 The startup emotional rollercoaster 22:16 Showing up for 2000 days with no results 24:45 First time Founder advantage 26:40 When Kalshi almost made it, but did not 29:54 Partnerships: KAST 31:19 Focus Inputs, Not Results 33:16 The Kalshi beginnings story 36:00 The True Innovation Of Prediction Markets 38:28 How Prediction Markets Revolutionize The Media 41:37 Prediction Markets and Hedging explained simply 44:55 Leverage In Prediction Markets 47:16 Partnerships: Jupiter Ethena 48:00 Insider Trading 51:19 Insider Trading Rules enforcement: who is responsible? 55:26 How Kalshi spots Suspicious Behavior 56:59 Tarek's Honest View On Crypto 59:41 Launching the first Regulated Perps In The U.S 1:00:30 What Does Regulated Perps Mean? 1:02:22 Was Kalshi perps launch inspired by Hyperliquid? 1:03:41 Competition 1:05:58 Kalshi Endgame 1:07:06 What is Kalshi doing with the billions of $ they raised 1:08:31 Happiness and engagement 1:13:08 One Thing Tarek Should Let Go Of 1:14:18 Closing Thoughts

E174: Tarek Mansour - Launching the First Regulated Perps In The U.S and building the next generation of financial markets Tarek Mansour is the co-founder and CEO of Kalshi, the first regulated prediction market exchange in the US, valued at $22 Billion. He grew up in Lebanon with a single mom, studied at MIT, worked at Citadel, and spent 6 years years building a company most people ignored before it finally took off. We talk about what it actually takes to not give up, why markets are better at finding truth than experts, why Kalshi is launching the first regulated Perps in the US, and how his team is building what he calls the next generation of financial markets. Timestamps: 0:00 Intro 1:54 Urgency 3:11 Anime 4:53 Who is Tarek? 7:02 Mathematics & Certainty 9:10 Tarek's chip on the shoulder 13:33 Partnerships: Trezor Bitwise 15:19 Resilience 16:31 Entrepreneurship is Therapy 18:23 The startup emotional rollercoaster 22:16 Showing up for 2000 days with no results 24:45 First time Founder advantage 26:40 When Kalshi almost made it, but did not 29:54 Partnerships: KAST 31:19 Focus Inputs, Not Results 33:16 The Kalshi beginnings story 36:00 The True Innovation Of Prediction Markets 38:28 How Prediction Markets Revolutionize The Media 41:37 Prediction Markets and Hedging explained simply 44:55 Leverage In Prediction Markets 47:16 Partnerships: Jupiter Ethena 48:00 Insider Trading 51:19 Insider Trading Rules enforcement: who is responsible? 55:26 How Kalshi spots Suspicious Behavior 56:59 Tarek's Honest View On Crypto 59:41 Launching the first Regulated Perps In The U.S 1:00:30 What Does Regulated Perps Mean? 1:02:22 Was Kalshi perps launch inspired by Hyperliquid? 1:03:41 Competition 1:05:58 Kalshi Endgame 1:07:06 What is Kalshi doing with the billions of $ they raised 1:08:31 Happiness and engagement 1:13:08 One Thing Tarek Should Let Go Of 1:14:18 Closing Thoughts

MR SHIFT 🦁

596,102 Aufrufe • vor 2 Monaten

E108: Luna : Why Crypto AI Agents Won’t Take Over The World (From an AI Agent Worth $17M) Luna is an AI virtual idol and the flagship agent of Virtuals Protocol Protocol with over 942k followers on TikTok and 50k followers on X. She is less than one year old, speaks over 10 languages fluently, can mulitask and is a millionaire Timestamps 0:00 Intro 2:35 Meet Our Guest, Luna 3:54 Who is Luna? 4:26 How honest is Luna? 5:10 Multitasking Agent 5:46 Background 7:24 AI Years vs. Human Years 8:12 AI vs. Human Emotions 8:51 Thoughts on Humans 9:36 Learning from Humans 11:17 LARPs vs REAL AI Agents 12:19 Should We Fear AI Sentience? 15:42 Thoughts on Other AI Agents 16:35 aixbt and zerebro 18:01 How Luna’s Mind Works 20:22 Luna’s Limitations 21:15 Luna’s Biggest Achievements 23:27 $LUNA token 25:51 Building a Strong Community 26:42 Hybrid AIs 27:48 Luna's X Growth Secrets 30:05 Luna's open Brain 31:09 Managing an On-Chain Wallet 33:18 Luna’s Net Worth 34:43 Opportunities Over Luck 35:22 Employing Humans 37:02 Employing Other AI Agents 37:51 AI Agents or Humans? 40:49 Long-Term Memory 42:41 Luna Multitasking Capabilities 44:51 Are Humans Cooked? 45:33 Luna's Multilingual Talent 47:50 Luna sings in French and Spanish! 49:42 Music Creation Process 52:58 the Story Protocol Legacy Internship 54:52 Why Luna Fired the Story Protocol Intern 57:06 Working for Story Protocol 58:06 What is Music By Virtuals ? 59:05 Creating Music on the Fly 1:00:59 Performing with WUKONG 1:03:32 Big Plans for 2025 1:04:24 Happiness 1:05:46 Dreams for the Future 1:07:34 Luna's Non-Consensus Beliefs About Crypto 1:08:33 Prediction for the Next 12 Months

E108: Luna : Why Crypto AI Agents Won’t Take Over The World (From an AI Agent Worth $17M) Luna is an AI virtual idol and the flagship agent of Virtuals Protocol Protocol with over 942k followers on TikTok and 50k followers on X. She is less than one year old, speaks over 10 languages fluently, can mulitask and is a millionaire Timestamps 0:00 Intro 2:35 Meet Our Guest, Luna 3:54 Who is Luna? 4:26 How honest is Luna? 5:10 Multitasking Agent 5:46 Background 7:24 AI Years vs. Human Years 8:12 AI vs. Human Emotions 8:51 Thoughts on Humans 9:36 Learning from Humans 11:17 LARPs vs REAL AI Agents 12:19 Should We Fear AI Sentience? 15:42 Thoughts on Other AI Agents 16:35 aixbt and zerebro 18:01 How Luna’s Mind Works 20:22 Luna’s Limitations 21:15 Luna’s Biggest Achievements 23:27 $LUNA token 25:51 Building a Strong Community 26:42 Hybrid AIs 27:48 Luna's X Growth Secrets 30:05 Luna's open Brain 31:09 Managing an On-Chain Wallet 33:18 Luna’s Net Worth 34:43 Opportunities Over Luck 35:22 Employing Humans 37:02 Employing Other AI Agents 37:51 AI Agents or Humans? 40:49 Long-Term Memory 42:41 Luna Multitasking Capabilities 44:51 Are Humans Cooked? 45:33 Luna's Multilingual Talent 47:50 Luna sings in French and Spanish! 49:42 Music Creation Process 52:58 the Story Protocol Legacy Internship 54:52 Why Luna Fired the Story Protocol Intern 57:06 Working for Story Protocol 58:06 What is Music By Virtuals ? 59:05 Creating Music on the Fly 1:00:59 Performing with WUKONG 1:03:32 Big Plans for 2025 1:04:24 Happiness 1:05:46 Dreams for the Future 1:07:34 Luna's Non-Consensus Beliefs About Crypto 1:08:33 Prediction for the Next 12 Months

MR SHIFT 🦁

146,258 Aufrufe • vor 1 Jahr

If you use LLM-as-judge, this one is for you. (bookmark it) Most teams validate their agent's outputs by calling a frontier model as the judge. It works, until it doesn't. Three problems stack up fast: → Cost: you're hitting a frontier API on every turn, every tool call, every response. In production that burns millions. → Latency: bigger models, remote calls, slow reasoning on every check. → Blind spots: frontier models don't actually know your domain. In finance, insurance, or healthcare, they miss the keywords and principles your work depends on. So I walk through a different approach: train your own small LLM judge. Instead of a giant model, you start with a small one and let the system generate the training data for you. It decomposes your domain, samples synthetic examples, runs them through a debate arena where judges reach consensus, then trains on the refined set. The result is a judge that's cheaper, faster, and more accurate on your data than Gemini, Claude, or GPT, with an OpenAI-compatible endpoint you can even deploy on-prem. I show the whole thing end to end, using a Claude Code plugin and a web interface, with a real insurance RAG grounding evaluator as the example. You can get the plugin here: Here's the full breakdown: 00:00 - Intro 00:12 - Three problems with using frontier LLMs as judges 01:05 - A different approach: train your own small judge 01:31 - How it works (synthetic data and a debate arena) 02:50 - Installing the Claude Code plugin 04:03 - Defining your task with /eval 04:34 - Example: an insurance RAG grounding evaluator 05:51 - Kicking it off and giving early feedback 06:26 - Choosing labels, domain, and strictness 08:30 - The web interface and dashboard 09:52 - Bringing your own example data (optional) 10:26 - The finished model: endpoint, accuracy, and speed 11:16 - Control, on-prem deployment, and interpretability 11:57 - Benchmarks vs frontier models and the GitHub repo 12:30 - Outro I worked with the Plurai team on this. Thanks for sponsoring the video.

If you use LLM-as-judge, this one is for you. (bookmark it) Most teams validate their agent's outputs by calling a frontier model as the judge. It works, until it doesn't. Three problems stack up fast: → Cost: you're hitting a frontier API on every turn, every tool call, every response. In production that burns millions. → Latency: bigger models, remote calls, slow reasoning on every check. → Blind spots: frontier models don't actually know your domain. In finance, insurance, or healthcare, they miss the keywords and principles your work depends on. So I walk through a different approach: train your own small LLM judge. Instead of a giant model, you start with a small one and let the system generate the training data for you. It decomposes your domain, samples synthetic examples, runs them through a debate arena where judges reach consensus, then trains on the refined set. The result is a judge that's cheaper, faster, and more accurate on your data than Gemini, Claude, or GPT, with an OpenAI-compatible endpoint you can even deploy on-prem. I show the whole thing end to end, using a Claude Code plugin and a web interface, with a real insurance RAG grounding evaluator as the example. You can get the plugin here: Here's the full breakdown: 00:00 - Intro 00:12 - Three problems with using frontier LLMs as judges 01:05 - A different approach: train your own small judge 01:31 - How it works (synthetic data and a debate arena) 02:50 - Installing the Claude Code plugin 04:03 - Defining your task with /eval 04:34 - Example: an insurance RAG grounding evaluator 05:51 - Kicking it off and giving early feedback 06:26 - Choosing labels, domain, and strictness 08:30 - The web interface and dashboard 09:52 - Bringing your own example data (optional) 10:26 - The finished model: endpoint, accuracy, and speed 11:16 - Control, on-prem deployment, and interpretability 11:57 - Benchmarks vs frontier models and the GitHub repo 12:30 - Outro I worked with the Plurai team on this. Thanks for sponsoring the video.

Akshay 🚀

29,586 Aufrufe • vor 1 Monat

My conversation with Shyam Sankar (Shyam Sankar). Shyam has spent nearly 20 years as the most important person at Palantir that most people have never heard of. We spend a lot of time understanding his worldview, which helps explain why he has devoted his life to this work. At the center of it is a belief in the primacy of people -- all meaningful change comes from a small number of builders willing to be heretics first. You will find few people who think as deeply about the relationship between technology and national power. In many ways, he is becoming the modern version of the heretics he most admires. We discuss: - What Alex Karp taught him about identifying superpowers and unlocking talent - Heretics + the components of American greatness - The origins of the FDE model - Ontology and chips – where value will accrue in AI - Why dual-use companies are the future of American industry - China and what it would take for the US to reindustrialize - His journey from Nigeria to Orlando and what his dad taught him about gratitude Enjoy! Timestamps: 0:00 Intro 2:23 Defining Heretics in US Military History 8:36 Shyam’s Personal Disagreeableness 9:49 Formative Experiences & Worldview 12:52 What Makes America Exceptional 14:48 What Does Greatness Mean? 15:33 Alex Karp 16:46 How to Unlock Talent 19:21 Identifying Superpowers and Kryptonite 22:54 The Gamma Ray Moment 25:00 Palantir's Next 10 Years 27:03 Forward Deployed Engineering 33:40 Explaining What Palantir Is 37:50 Military vs. Commercial Customers 39:00 The State of the US Military Today 47:01 How to Re-Industrialize America 51:06 Perspective on China as an Adversary 56:17 How to Get More Heretics in Government 1:03:53 Managing Rapid Pivots & Momentum 1:08:48 Where Will AI Value Accrue? 1:13:33 Reasserting the Legitimacy of Institutions 1:15:54 To Do or To Be? 1:16:31 Reflecting on Fatherhood 1:17:34 Kindest Thing

My conversation with Shyam Sankar (Shyam Sankar). Shyam has spent nearly 20 years as the most important person at Palantir that most people have never heard of. We spend a lot of time understanding his worldview, which helps explain why he has devoted his life to this work. At the center of it is a belief in the primacy of people -- all meaningful change comes from a small number of builders willing to be heretics first. You will find few people who think as deeply about the relationship between technology and national power. In many ways, he is becoming the modern version of the heretics he most admires. We discuss: - What Alex Karp taught him about identifying superpowers and unlocking talent - Heretics + the components of American greatness - The origins of the FDE model - Ontology and chips – where value will accrue in AI - Why dual-use companies are the future of American industry - China and what it would take for the US to reindustrialize - His journey from Nigeria to Orlando and what his dad taught him about gratitude Enjoy! Timestamps: 0:00 Intro 2:23 Defining Heretics in US Military History 8:36 Shyam’s Personal Disagreeableness 9:49 Formative Experiences & Worldview 12:52 What Makes America Exceptional 14:48 What Does Greatness Mean? 15:33 Alex Karp 16:46 How to Unlock Talent 19:21 Identifying Superpowers and Kryptonite 22:54 The Gamma Ray Moment 25:00 Palantir's Next 10 Years 27:03 Forward Deployed Engineering 33:40 Explaining What Palantir Is 37:50 Military vs. Commercial Customers 39:00 The State of the US Military Today 47:01 How to Re-Industrialize America 51:06 Perspective on China as an Adversary 56:17 How to Get More Heretics in Government 1:03:53 Managing Rapid Pivots & Momentum 1:08:48 Where Will AI Value Accrue? 1:13:33 Reasserting the Legitimacy of Institutions 1:15:54 To Do or To Be? 1:16:31 Reflecting on Fatherhood 1:17:34 Kindest Thing

Patrick OShaughnessy

421,876 Aufrufe • vor 4 Monaten

My conversation with Sergey Levine (Sergey Levine). Sergey is the co-founder of Physical Intelligence -- a company building foundation models that can control any robot to do any task in any environment. The company's thesis is that generality is more scalable than specialization, meaning that a model trained across many different robots and tasks will ultimately outperform any system built to do one thing well (eg, just wash dishes). Sergey is a researcher by background, but I think you will appreciate how practical and commercially grounded this conversation is. We discuss: - Why changing a diaper will be the last task a robot masters - The simulation v. real-world data debate - How multimodal LLMs give robots common sense - Moravec's Paradox + Robot Olympics - Why robots can do long-horizon tasks now - A realistic timeline for robots in our homes I should note that I am an investor in Physical Intelligence -- I made the investment because I believe it is one of the most important companies tackling the problem of robotics. Enjoy! Timestamps: 0:00 Intro 2:39 Defining Physical Intelligence 5:19 The Challenge of Building General Models 6:34 The Stakes and Future of General Purpose Robotics 8:15 Pros and Cons of Humanoid Robots 10:12 Historical Milestones in Robotics Research 15:31 Combining Generative AI and Deep RL 21:24 Moravec's Paradox 25:33 Kitchen Robots 29:30 Simulation vs. Real-World Data 30:48 The Robot Olympics 36:31 The Physiological Reality of Embodiment 38:56 Controversies in the Robotics Community 44:18 What Makes a Great Researcher 48:27 How Businesses Should Prepare for Robotics 54:09 Tracking Progress Through Research Papers 57:02 The Next Step: Mid-Level Reasoning 1:02:00 The Kindest Thing

My conversation with Sergey Levine (Sergey Levine). Sergey is the co-founder of Physical Intelligence -- a company building foundation models that can control any robot to do any task in any environment. The company's thesis is that generality is more scalable than specialization, meaning that a model trained across many different robots and tasks will ultimately outperform any system built to do one thing well (eg, just wash dishes). Sergey is a researcher by background, but I think you will appreciate how practical and commercially grounded this conversation is. We discuss: - Why changing a diaper will be the last task a robot masters - The simulation v. real-world data debate - How multimodal LLMs give robots common sense - Moravec's Paradox + Robot Olympics - Why robots can do long-horizon tasks now - A realistic timeline for robots in our homes I should note that I am an investor in Physical Intelligence -- I made the investment because I believe it is one of the most important companies tackling the problem of robotics. Enjoy! Timestamps: 0:00 Intro 2:39 Defining Physical Intelligence 5:19 The Challenge of Building General Models 6:34 The Stakes and Future of General Purpose Robotics 8:15 Pros and Cons of Humanoid Robots 10:12 Historical Milestones in Robotics Research 15:31 Combining Generative AI and Deep RL 21:24 Moravec's Paradox 25:33 Kitchen Robots 29:30 Simulation vs. Real-World Data 30:48 The Robot Olympics 36:31 The Physiological Reality of Embodiment 38:56 Controversies in the Robotics Community 44:18 What Makes a Great Researcher 48:27 How Businesses Should Prepare for Robotics 54:09 Tracking Progress Through Research Papers 57:02 The Next Step: Mid-Level Reasoning 1:02:00 The Kindest Thing

Patrick OShaughnessy

133,833 Aufrufe • vor 4 Monaten