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Today we’re introducing flow, micro1’s next-generation data platform for turning human expertise into measurable capability gains. At the core of flow are Realms, micro1’s real-world RL environments where experts establish what strong performance looks like. flow-gen models expand human judgment into new environments, rubrics, variations, and edge cases, while... flow-qc models evaluate performance, identify the highest-value failures, and route them back to experts for review. Each cycle produces a stronger training signal and a measurable gain in capability. Those gains compound across frontier models, enterprise agents through Cortex, and robotics, while improving the suite of data generation models recursively. We’re moving beyond producing data to delivering abundant & predictable units of intelligence improvement.show more

micro1

16,894 subscribers

69,511 просмотров • 5 дней назад •via X (Twitter)

Образование Наука и технологии

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Комментарии: 32

Фото профиля Arian

Arian5 дней назад

The platform that pushes human data forward

Фото профиля Julia

Julia5 дней назад

raw human expertise --> advanced intelligence improvment 📈

Фото профиля Brandon

Brandon5 дней назад

Let’s go!

Фото профиля Yash Hande

Yash Hande5 дней назад

let's goo!!

Фото профиля Jess Li

Jess Li5 дней назад

so excited for this! 🔥

Фото профиля Sydney

Sydney5 дней назад

lets goo

Фото профиля Daniel

Daniel5 дней назад

LGI

Фото профиля Jacky

Jacky5 дней назад

absolute cinema

Фото профиля William Almeida

William Almeida5 дней назад

lgi!!

Фото профиля Tyler

Tyler5 дней назад

flow state activated

Фото профиля Nima Yazdani

Nima Yazdani5 дней назад

love it :)

Фото профиля Giovanna Moeller

Giovanna Moeller5 дней назад

this is huge 🔥🔥🔥

Фото профиля AmericanPapaBear™

AmericanPapaBear™5 дней назад

Very interesting

Фото профиля EKOS _ AGI 🦊 🇮🇷

EKOS _ AGI 🦊 🇮🇷5 дней назад

@aliansarinik Turning human expertise into measurable capability is the right direction. The real challenge is keeping that expertise reliable as agents scale.

Фото профиля Hopefully.JUNEAI ⚽️ 🔱🥇

Hopefully.JUNEAI ⚽️ 🔱🥇5 дней назад

Great motion and services Please I await my interview results on video annotation specialist and generalist It’s been close to a week now still on hiring review Best regards💙

Фото профиля decroitFps

decroitFps5 дней назад

@aliansarinik Forward and Beyond

Фото профиля José Daniel Durán

José Daniel Durán5 дней назад

Amazing 🤩🤩🤩

Фото профиля Aidan Gold

Aidan Gold5 дней назад

Recursive + predictable intelligence improvement, is the only scalable way to automate work across the economy.

Фото профиля Daniel ₿ 🇧🇷🇮🇹🇵🇾

Daniel ₿ 🇧🇷🇮🇹🇵🇾5 дней назад

Out of this world1!

Фото профиля Joshua Browder

Joshua Browder5 дней назад

Extremely cool

Фото профиля Lami 👑

Lami 👑5 дней назад

Flow activated 😁

Фото профиля KennyBgr

KennyBgr5 дней назад

To the moon 🚀

Фото профиля Ava

Ava5 дней назад

@nima_yaz Lets GOO

Фото профиля Kwame Walker

Kwame Walker5 дней назад

Awesome

Фото профиля mad max

mad max5 дней назад

I applied twice for the generalist video annotation role and got rejected despite answering all the questions correctly and having extensive experience. I requested for a feedback and was told that my interview was great but i just wasn’t a good fit.

Фото профиля AK47 ODDS HUNTER 🔥🔥🔥

AK47 ODDS HUNTER 🔥🔥🔥5 дней назад

LFG🔥🔥🔥

Фото профиля Viral Videos™️

Viral Videos™️5 дней назад

Really excited to see how this plays out for Cortex and in particular, robotics. Congrats to the entire team.

Фото профиля aka

aka5 дней назад

Wow! This is really exciting

Фото профиля Dr. Clown, PhD

Dr. Clown, PhD5 дней назад

AI is going to change the world so fast!

Фото профиля 𝟒𝟎𝟒

𝟒𝟎𝟒5 дней назад

Has anyone actually gotten accepted to micro 1 jobs? I keep trying.

Фото профиля 𝟒𝟎𝟒

𝟒𝟎𝟒5 дней назад

Hold on, really?

Фото профиля Nwannedi Chrix

Nwannedi Chrix5 дней назад

Impressive!

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83,455 просмотров • 1 месяц назад

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1,005,420 просмотров • 1 месяц назад

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A new roadmap. A New Era of The Graph 🗺️ The Graph’s new roadmap introduces a bold and transformative vision for the future of The Graph! The new R&D roadmap details an expansion of The Graph’s ability to serve web3’s growing demands for data access, while better serving builders and protocol contributors, and improving the overall simplicity and efficiency of the network. After three years of serving builders, The Graph Network is mature, reliable, and performant. The Graph ecosystem has followed through on its commitment to democratize access to blockchain data while also establishing subgraphs as a web3 standard. But The Graph’s innovation journey doesn’t end there. The New Era of The Graph is organized into five core objectives: 1️⃣ World of Data Services: Expanding to provide new data services beyond subgraphs to deliver a rich market of data on the network, serving novel use cases for data scientists and more. This will include more data sources, new query languages, and support for LLMs. 2️⃣ Developer Empowerment: Supporting developers through enhanced DevEx and tooling by introducing streamlined billing, clear pricing models, a new free query plan, and reduced gas fees. A more SaaS-like experience for devs, without compromising on decentralization! 3️⃣ Protocol Evolution & Resiliency: Delivering improvements resulting in a more resilient, flexible, and simple protocol, including updates to delegation. 4️⃣ Optimized Indexer Performance: Boosting network performance with improved Indexer tooling and operational capabilities to deliver increased scalability, reduce costs, and enhanced network reliability. 5️⃣ Interconnected Graph of Data: Creating tools for composable data and a global, organized knowledge graph – interlinking open data and making it easier to build upon. The new roadmap sets in motion an exciting evolution in web3 data infrastructure. In a phased rollout, The Graph will introduce many new features and benefits, including the integration of new data services, new query languages, enhanced developer tooling, improved UX + UI, alongside greater protocol efficiency and resilience. As this new era unfolds, The Graph crystallizes as the connective tissue across the many layers of the web3 stack, evolving into a comprehensive, interwoven graph of data equipped to serve every project dreamt up by web3’s innovators. Read the full announcement linked in the comment below!

The Graph

425,465 просмотров • 2 лет назад

Scale alone is not enough for AI data. Quality and complexity are equally critical. Excited to support all of these for LLM developers with Snorkel AI Data-as-a-Service, and to share our new leaderboard! — Our decade-plus of research and work in AI data has a simple point: scale alone is not enough. AI success is all about the quality, complexity, and distribution of data—in addition to volume. We’re excited to be powering leading LLM developers with Snorkel AI Expert Data-as-a-Service, our white glove service for custom, expert-level AI datasets—and to now preview some of what we’re building via our new Expert Data Leaderboard (🔗 in 🧵) + upcoming OSS dataset releases! Snorkel Expert Data-as-a-Service is built to meet the rapidly evolving data needs of the agentic AI world—where success is built on the quality, complexity, and distribution of datasets, in addition to size and scale. This kind of high-quality, frontier AI data can only come from a union of technology and human expertise. With Snorkel Expert Data-as-a-Service, we’re powering frontier LLM developers across agentic, expert knowledge, reasoning, coding, multi-modal, and other task types via the combination of these two key components: - (1) The Snorkel Expert Network: A global team of subject matter experts focused wholly on specialized knowledge–spanning thousands of topics in STEM/academic, vertical/professional, and consumer/lifestyle domains. - (2) Snorkel AI Data Development Platform: Our unique programmatic data curation and quality control platform, accelerating and improving expert authoring and review through principled techniques developed over the last decade of R&D. Now: we’re incredibly excited to showcase some of the power of Snorkel Expert Data-as-a-Service via the new Snorkel Leaderboard—putting frontier models to the test in complex, agentic, and reasoning settings inspired by real industry scenarios (not esoteric puzzles)! We’ll be releasing new leaderboards and accompanying expert-verified open source datasets (coming soon!) regularly. To start, we’re sharing three initial ones in preview: - SnorkelFinance: Q&A over financial documents requiring agentic tool-calling and reasoning - SnorkelUnderwrite: Agentic insurance tasks requiring industry-specific reasoning and tool use - SnorkelSequences: Mathematical tasks requiring compositional multi-step reasoning

Scale alone is not enough for AI data. Quality and complexity are equally critical. Excited to support all of these for LLM developers with Snorkel AI Data-as-a-Service, and to share our new leaderboard! — Our decade-plus of research and work in AI data has a simple point: scale alone is not enough. AI success is all about the quality, complexity, and distribution of data—in addition to volume. We’re excited to be powering leading LLM developers with Snorkel AI Expert Data-as-a-Service, our white glove service for custom, expert-level AI datasets—and to now preview some of what we’re building via our new Expert Data Leaderboard (🔗 in 🧵) + upcoming OSS dataset releases! Snorkel Expert Data-as-a-Service is built to meet the rapidly evolving data needs of the agentic AI world—where success is built on the quality, complexity, and distribution of datasets, in addition to size and scale. This kind of high-quality, frontier AI data can only come from a union of technology and human expertise. With Snorkel Expert Data-as-a-Service, we’re powering frontier LLM developers across agentic, expert knowledge, reasoning, coding, multi-modal, and other task types via the combination of these two key components: - (1) The Snorkel Expert Network: A global team of subject matter experts focused wholly on specialized knowledge–spanning thousands of topics in STEM/academic, vertical/professional, and consumer/lifestyle domains. - (2) Snorkel AI Data Development Platform: Our unique programmatic data curation and quality control platform, accelerating and improving expert authoring and review through principled techniques developed over the last decade of R&D. Now: we’re incredibly excited to showcase some of the power of Snorkel Expert Data-as-a-Service via the new Snorkel Leaderboard—putting frontier models to the test in complex, agentic, and reasoning settings inspired by real industry scenarios (not esoteric puzzles)! We’ll be releasing new leaderboards and accompanying expert-verified open source datasets (coming soon!) regularly. To start, we’re sharing three initial ones in preview: - SnorkelFinance: Q&A over financial documents requiring agentic tool-calling and reasoning - SnorkelUnderwrite: Agentic insurance tasks requiring industry-specific reasoning and tool use - SnorkelSequences: Mathematical tasks requiring compositional multi-step reasoning

Alex Ratner

495,851 просмотров • 1 год назад

Today, we’re excited to announce our $50M Series B, led by Greenfield Partners (formerly TPG Capital), with participation from Lightspeed and Notable Capital. 🚀 At PatronusAI, we develop simulations and evals to train and improve AI. The first phase of AI was built on static benchmarks, but that era is over now. As agents are used to solve longer and longer tasks, they need to practice in dynamic, living worlds to get better. Simulations are the critical infrastructure powering this next phase. As a company, we’re behind the most influential research and products in AI evaluation, like FinanceBench, Lynx, and Percival. And things have moved at the speed of light since. ⚡ We partner with the world's leading frontier AI labs and enterprises, and our revenue has grown more than 15x over the past year. Additionally, today, we’re introducing a preview of the first Digital World Model for AI agent training and simulation: Patronus-DWM. Digital World Models are language diffusion world models that predict realistic environment behaviors and steer agent actions across digital workflows. Just as physical world models predict how objects move through space, we’re developing the equivalent for the digital world: predicting how agents act in digital workflows, then using that to scale the creation of high-quality training data for LLMs. Digital World Models help us push the frontier of ultra long horizon workflows, and unlock a new class of self-improving RL environments. This is our scalable approach to simulating all of the world’s intelligence. The round was also joined by Datadog, Inc., Samsung Ventures, Gokul Rajaram, Factorial Capital, and a large cohort of amazing AI leaders and researchers across Anthropic, OpenAI, Google DeepMind, NVIDIA, Recursive, and more. ✨ It has been the ride of a lifetime. But we’re just getting started. The best is yet to come. "Do not go gentle into that good night, Rage, rage against the dying of the light" - Dylan Thomas (1954)

Today, we’re excited to announce our $50M Series B, led by Greenfield Partners (formerly TPG Capital), with participation from Lightspeed and Notable Capital. 🚀 At PatronusAI, we develop simulations and evals to train and improve AI. The first phase of AI was built on static benchmarks, but that era is over now. As agents are used to solve longer and longer tasks, they need to practice in dynamic, living worlds to get better. Simulations are the critical infrastructure powering this next phase. As a company, we’re behind the most influential research and products in AI evaluation, like FinanceBench, Lynx, and Percival. And things have moved at the speed of light since. ⚡ We partner with the world's leading frontier AI labs and enterprises, and our revenue has grown more than 15x over the past year. Additionally, today, we’re introducing a preview of the first Digital World Model for AI agent training and simulation: Patronus-DWM. Digital World Models are language diffusion world models that predict realistic environment behaviors and steer agent actions across digital workflows. Just as physical world models predict how objects move through space, we’re developing the equivalent for the digital world: predicting how agents act in digital workflows, then using that to scale the creation of high-quality training data for LLMs. Digital World Models help us push the frontier of ultra long horizon workflows, and unlock a new class of self-improving RL environments. This is our scalable approach to simulating all of the world’s intelligence. The round was also joined by Datadog, Inc., Samsung Ventures, Gokul Rajaram, Factorial Capital, and a large cohort of amazing AI leaders and researchers across Anthropic, OpenAI, Google DeepMind, NVIDIA, Recursive, and more. ✨ It has been the ride of a lifetime. But we’re just getting started. The best is yet to come. "Do not go gentle into that good night, Rage, rage against the dying of the light" - Dylan Thomas (1954)

Anand Kannappan

44,432 просмотров • 2 месяцев назад

Today, we’re excited to announce our $50M Series B, led by Greenfield Partners, with participation from Lightspeed and Notable Capital. 🚀 At Patronus AI, we develop simulations and evals to train and improve AI. The first phase of AI was built on static benchmarks, but that era is over. As agents are used to solve longer and longer tasks, they need to practice in dynamic, living worlds to get better. Simulations are the critical infrastructure powering this next phase. As a company, we’re behind the most influential research and products in AI evaluation, like FinanceBench, Lynx, and Percival. And things have moved at the speed of light since.⚡ We partner with the world's leading frontier AI labs and enterprises, and our revenue has grown more than 15x over the past year. Additionally, today, we’re introducing a preview of the first Digital World Model for AI agent training and simulation: Patronus-DWM. Digital World Models are language diffusion world models that predict realistic environment behaviors and steer agent actions across digital workflows. Just as physical world models predict how objects move through space, we’re developing the equivalent for the digital world: predicting how agents act in digital workflows, then using that to scale the creation of high-quality training data for LLMs. Digital World Models help us push the frontier of ultra long horizon workflows, and unlock a new class of self-improving RL environments. This is our scalable approach to simulating all of the world’s intelligence. The round was also joined by Datadog, Inc., Samsung Ventures, Gokul Rajaram, Factorial Capital, and a large cohort of amazing AI leaders across Anthropic, OpenAI, Google DeepMind, NVIDIA, Recursive, and more.✨ It has been the ride of a lifetime. But we’re just getting started. The best is yet to come. "Do not go gentle into that good night, Rage, rage against the dying of the light" - Dylan Thomas (1954)

Today, we’re excited to announce our $50M Series B, led by Greenfield Partners, with participation from Lightspeed and Notable Capital. 🚀 At Patronus AI, we develop simulations and evals to train and improve AI. The first phase of AI was built on static benchmarks, but that era is over. As agents are used to solve longer and longer tasks, they need to practice in dynamic, living worlds to get better. Simulations are the critical infrastructure powering this next phase. As a company, we’re behind the most influential research and products in AI evaluation, like FinanceBench, Lynx, and Percival. And things have moved at the speed of light since.⚡ We partner with the world's leading frontier AI labs and enterprises, and our revenue has grown more than 15x over the past year. Additionally, today, we’re introducing a preview of the first Digital World Model for AI agent training and simulation: Patronus-DWM. Digital World Models are language diffusion world models that predict realistic environment behaviors and steer agent actions across digital workflows. Just as physical world models predict how objects move through space, we’re developing the equivalent for the digital world: predicting how agents act in digital workflows, then using that to scale the creation of high-quality training data for LLMs. Digital World Models help us push the frontier of ultra long horizon workflows, and unlock a new class of self-improving RL environments. This is our scalable approach to simulating all of the world’s intelligence. The round was also joined by Datadog, Inc., Samsung Ventures, Gokul Rajaram, Factorial Capital, and a large cohort of amazing AI leaders across Anthropic, OpenAI, Google DeepMind, NVIDIA, Recursive, and more.✨ It has been the ride of a lifetime. But we’re just getting started. The best is yet to come. "Do not go gentle into that good night, Rage, rage against the dying of the light" - Dylan Thomas (1954)

PatronusAI

95,619 просмотров • 2 месяцев назад

Unlike Microsoft Copilot, Salesforce Agentforce’s Large Action Models (LAMs) leverage both structured and unstructured data across Salesforce’s secure, scalable ecosystem—Data Cloud, Customer 360, Tableau, Flow, & Slack—to drive real-time, intelligent, autonomous actions. It’s not just automation; it’s AI agents acting with precision, context, accuracy, and compliance, turning routine tasks into autonomous, value-driven actions. Agentforce enables teams to focus on strategy while Autonomous Agents handles the customer and employee workloads, all within a trusted framework that adapts and learns. This is the future of work, powered by Salesforce. This is what AI was meant to be. #Agentforce

Unlike Microsoft Copilot, Salesforce Agentforce’s Large Action Models (LAMs) leverage both structured and unstructured data across Salesforce’s secure, scalable ecosystem—Data Cloud, Customer 360, Tableau, Flow, & Slack—to drive real-time, intelligent, autonomous actions. It’s not just automation; it’s AI agents acting with precision, context, accuracy, and compliance, turning routine tasks into autonomous, value-driven actions. Agentforce enables teams to focus on strategy while Autonomous Agents handles the customer and employee workloads, all within a trusted framework that adapts and learns. This is the future of work, powered by Salesforce. This is what AI was meant to be. #Agentforce

Marc Benioff

54,134 просмотров • 1 год назад

AI models are upgrading at a new speed. OpenAI’s GPT-6 Astra model, released last week, follows a self-controlled “chain-of-thought” reasoning pattern that can evade certain kinds of monitoring. The next value differentiator for improved models may be less about performance and more about auditability. More on Lightwork this week: → ByteDance is working towards releasing a new real-time world model, pressuring Western frontier labs to keep pace. → Personal agents like Meta’s Muse and Instinct are gaining popularity, raising a conversation over personal autonomy with agents. → Some applications are throttling agent traffic. What does this mean for the companies building them? Claire Zau Josh Machiz Bucky Moore 0:00 Welcome, Bucky Moore! 1:12 OpenAI's Astra 3:50 The New AI Model’s Architecture 4:40 AI Safety and Guardrails 8:01 Trusting AI Agents 11:09 The Future of AI Models 12:06 The AI Agent Land Grab 17:09 AI, Trust, and Personal Data 20:12 Improving AI Agent Capabilities 22:11 Enterprise AI Assistants and Personal Context 24:05 AI Agents and the Future of the Web 25:50 ByteDance and World Models 28:19 World Models and Consumer Content 30:56 Reactor and World Model Infrastructure 34:13 Real-Time Video Models and Scaling

AI models are upgrading at a new speed. OpenAI’s GPT-6 Astra model, released last week, follows a self-controlled “chain-of-thought” reasoning pattern that can evade certain kinds of monitoring. The next value differentiator for improved models may be less about performance and more about auditability. More on Lightwork this week: → ByteDance is working towards releasing a new real-time world model, pressuring Western frontier labs to keep pace. → Personal agents like Meta’s Muse and Instinct are gaining popularity, raising a conversation over personal autonomy with agents. → Some applications are throttling agent traffic. What does this mean for the companies building them? Claire Zau Josh Machiz Bucky Moore 0:00 Welcome, Bucky Moore! 1:12 OpenAI's Astra 3:50 The New AI Model’s Architecture 4:40 AI Safety and Guardrails 8:01 Trusting AI Agents 11:09 The Future of AI Models 12:06 The AI Agent Land Grab 17:09 AI, Trust, and Personal Data 20:12 Improving AI Agent Capabilities 22:11 Enterprise AI Assistants and Personal Context 24:05 AI Agents and the Future of the Web 25:50 ByteDance and World Models 28:19 World Models and Consumer Content 30:56 Reactor and World Model Infrastructure 34:13 Real-Time Video Models and Scaling

Lightspeed

14,796 просмотров • 9 дней назад

Upcoming Releases for Alchemist AI We’re rolling out a series of infrastructure and product upgrades to further enhance the Alchemist AI platform: • New Generation Pipeline Improved orchestration, lower latency, and optimized resource handling for faster and more scalable world generation. • 3D Engine Enhancements Upgraded rendering capabilities, improved material fidelity, and smoother in-app performance across devices. • App Testing Agent Automated simulation and behavioral testing across generated environments to ensure logic consistency and playability. • Expanded 3D Model Library Hundreds of new assets added across key categories, optimized for real-time use and fully integrated into the creation workflow. • Texturized 3D Model Generation Models now ship with context-aware textures and material mapping, reducing setup time and enhancing visual realism.

Upcoming Releases for Alchemist AI We’re rolling out a series of infrastructure and product upgrades to further enhance the Alchemist AI platform: • New Generation Pipeline Improved orchestration, lower latency, and optimized resource handling for faster and more scalable world generation. • 3D Engine Enhancements Upgraded rendering capabilities, improved material fidelity, and smoother in-app performance across devices. • App Testing Agent Automated simulation and behavioral testing across generated environments to ensure logic consistency and playability. • Expanded 3D Model Library Hundreds of new assets added across key categories, optimized for real-time use and fully integrated into the creation workflow. • Texturized 3D Model Generation Models now ship with context-aware textures and material mapping, reducing setup time and enhancing visual realism.

ALCHEMIST AI 🔮

10,899 просмотров • 1 год назад

My conversation with Tarun Chitra As a co-founder of Gauntlet and GP at Robot Ventures, Tarun has one of the sharpest frameworks for understanding market structure across both crypto and AI. In this episode we dig into why open source AI is unbundling faster than most people expect, and how the resulting stack looks surprisingly similar to DeFi. We spend time mapping the AI infrastructure layers directly onto crypto primitives and examining where value is actually going to accrue as models, harnesses, routers, and inference providers separate. At the center of the conversation is the belief that AI’s unbundling is creating a new competitive order-flow market (data centers competing like nodes, MEV-like dynamics for tokens/GPUs) while crypto itself has settled into a more mature “TradFi plus+” phase focused on trading, payments, and bringing real assets on-chain. We discuss: - The current state of crypto as TradFi+ and the decline of speculative narratives - Why AI is killing Bitcoin mining economics and weakening ETH value accrual - The architectural parallel between AI stacks and DeFi (Harnesses = Wallets, Routers = DEX aggregators, Models = Protocols, Inference Providers = LPs) - Why open source models are unbundling faster than traditional software - Agents as the next interface layer and the potential unbundling of ETFs -Cryptography, verifiable compute, and turning GPUs into digital assets - Onchain compute trading as the real crypto × AI opportunity - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of the Crypto Market 2:00 – Speculative Narratives Fade, Trading & Payments Remain 7:00 – AI’s Impact on Bitcoin Economics & Data Center Opportunity Cost 9:00 – ETH Value Accrual, Solana Positioning & DeFi Token Sustainability 15:00 – Trading Design Space & On-Chain Volume Upside 25:00 – AI Unbundling Thesis: Open-Source Models vs Data Centers 35:00 – The DeFi Mapping (Harnesses, Routers, Models, Inference) 48:00 – Agents, Preference Expression & Unbundling Traditional Products 1:00:00 – Real-Time Harness Generation & Active Learning 1:05:00 – Cryptography, Verifiable Compute & On-Chain GPU Markets 1:10:00 – Closing Thoughts: Where Value Accrues Next Enjoy!

My conversation with Tarun Chitra As a co-founder of Gauntlet and GP at Robot Ventures, Tarun has one of the sharpest frameworks for understanding market structure across both crypto and AI. In this episode we dig into why open source AI is unbundling faster than most people expect, and how the resulting stack looks surprisingly similar to DeFi. We spend time mapping the AI infrastructure layers directly onto crypto primitives and examining where value is actually going to accrue as models, harnesses, routers, and inference providers separate. At the center of the conversation is the belief that AI’s unbundling is creating a new competitive order-flow market (data centers competing like nodes, MEV-like dynamics for tokens/GPUs) while crypto itself has settled into a more mature “TradFi plus+” phase focused on trading, payments, and bringing real assets on-chain. We discuss: - The current state of crypto as TradFi+ and the decline of speculative narratives - Why AI is killing Bitcoin mining economics and weakening ETH value accrual - The architectural parallel between AI stacks and DeFi (Harnesses = Wallets, Routers = DEX aggregators, Models = Protocols, Inference Providers = LPs) - Why open source models are unbundling faster than traditional software - Agents as the next interface layer and the potential unbundling of ETFs -Cryptography, verifiable compute, and turning GPUs into digital assets - Onchain compute trading as the real crypto × AI opportunity - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of the Crypto Market 2:00 – Speculative Narratives Fade, Trading & Payments Remain 7:00 – AI’s Impact on Bitcoin Economics & Data Center Opportunity Cost 9:00 – ETH Value Accrual, Solana Positioning & DeFi Token Sustainability 15:00 – Trading Design Space & On-Chain Volume Upside 25:00 – AI Unbundling Thesis: Open-Source Models vs Data Centers 35:00 – The DeFi Mapping (Harnesses, Routers, Models, Inference) 48:00 – Agents, Preference Expression & Unbundling Traditional Products 1:00:00 – Real-Time Harness Generation & Active Learning 1:05:00 – Cryptography, Verifiable Compute & On-Chain GPU Markets 1:10:00 – Closing Thoughts: Where Value Accrues Next Enjoy!

Logan Jastremski

132,411 просмотров • 1 месяц назад

For 9+ years we’ve been building simulators, data engines, data pipelines, scenario editors, RL environments, what's now world models... and dozens of other products. Now we’ve connected them all under one agentic layer. It is not just another harness but also the broader system to safely design, develop, and deploy Physical AI. I continue to believe a modern, AI-first development environment is one of the biggest bottlenecks to putting intelligence on a billion machines. Unsurprisingly, we’ve been using it internally for a while now and the impact has been profound in almost every measurable way. As you might know, our old office was on the corner of Pioneer and Dana – and calling it Pioneer would be too cliche. Introducing Dana :)

For 9+ years we’ve been building simulators, data engines, data pipelines, scenario editors, RL environments, what's now world models... and dozens of other products. Now we’ve connected them all under one agentic layer. It is not just another harness but also the broader system to safely design, develop, and deploy Physical AI. I continue to believe a modern, AI-first development environment is one of the biggest bottlenecks to putting intelligence on a billion machines. Unsurprisingly, we’ve been using it internally for a while now and the impact has been profound in almost every measurable way. As you might know, our old office was on the corner of Pioneer and Dana – and calling it Pioneer would be too cliche. Introducing Dana :)

Qasar Younis

85,188 просмотров • 2 месяцев назад