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Tom Lee nails it: Hacks keep exposing the fragility of centralised software. companies get crippled, trust collapses. That’s why public blockchains matter for true finality. And there’s no better chain for that than Bitcoin. Portal is bringing BTCFi to life on those rails

Portal

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13,554 görüntüleme • 11 ay önce •via X (Twitter)

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🚨 ELON MUSK: "AI will outperform humans at most jobs." “I do think it’s going to be a bumpy road, because AI will be able to do any job better than any person can do that job. That will be true very quickly for jobs that are digital, or really anything that involves a person at a computer or on a phone. AI will be able to do all of that very soon. For software engineering, we already have a situation where AI is better than at least 90% of humans at writing software, including 90% of professional software engineers. It really is getting to the point where it will be better than 99%, and then it will get to the point where there’s just no way to compete. It will get to what I call Stockfish level. Stockfish is a chess program that is so good at chess that it will easily beat Magnus Carlsen, or anyone, even while running on a small computer. I suspect you could probably run Stockfish on your phone and beat Magnus Carlsen. That’s how good it is at chess, and that’s how good AI will be at writing software. And that applies to everything.”

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A) Hunt down the people that just tried to kill you and throw your entire life away. B) Focus on pursuing your passion to create a better life - becoming one of the most influential rappers of all time, making 100’s of millions. That’s not folding. That’s using your brain. Which explains why there’s people incapable of understanding that. 50 realized his potential and could see a better life for himself outside the streets. While others were so consumed by it, that it became all they’d ever know - unable to see a life outside the streets, forcing them to believe anybody who chose a better life, was weak for “folding”

A) Hunt down the people that just tried to kill you and throw your entire life away. B) Focus on pursuing your passion to create a better life - becoming one of the most influential rappers of all time, making 100’s of millions. That’s not folding. That’s using your brain. Which explains why there’s people incapable of understanding that. 50 realized his potential and could see a better life for himself outside the streets. While others were so consumed by it, that it became all they’d ever know - unable to see a life outside the streets, forcing them to believe anybody who chose a better life, was weak for “folding”

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Tom Lee: The size of Ethereum's potential upside is almost absurd. Gold: $22T. Stock market: $100T+. Real estate market: $300T. Bitcoin + Ethereum combined: under $2T. "All of those other assets - to make them composable... you're going to have to run it on Ethereum and other blockchains." "And if Ethereum is at 300 billion, it's grossly undervalued." FT Michaël van de Poppe Thomas (Tom) Lee (not drummer) FundstratDirect.com New Era Finance Podcast.

Tom Lee: The size of Ethereum's potential upside is almost absurd. Gold: $22T. Stock market: $100T+. Real estate market: $300T. Bitcoin + Ethereum combined: under $2T. "All of those other assets - to make them composable... you're going to have to run it on Ethereum and other blockchains." "And if Ethereum is at 300 billion, it's grossly undervalued." FT Michaël van de Poppe Thomas (Tom) Lee (not drummer) FundstratDirect.com New Era Finance Podcast.

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"Charlie suffered a terrible fate... but think, it is not the worst fate. It is better to face a gunman than to live your life afraid to speak the truth. It is better to be persecuted for your faith than to deny the Kingship of Christ. It is better to die a young man in this world than to sell your soul for an easy life with no purpose, no risk, no love, and no truth." JD Vance

"Charlie suffered a terrible fate... but think, it is not the worst fate. It is better to face a gunman than to live your life afraid to speak the truth. It is better to be persecuted for your faith than to deny the Kingship of Christ. It is better to die a young man in this world than to sell your soul for an easy life with no purpose, no risk, no love, and no truth." JD Vance

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Founding Partner of Marathon Management Holdings Gokul Rajaram, who sits on the board for $COIN, $PINS, and $TTD, tells us why all software is vulnerable if companies fail to innovate, but it depends on the time horizon: "The market, right now is behaving in a way that it's treating all software companies the same with their respective moats" Gokul Rajaram believes that: "All software is vulnerable if companies fail to innovate, the difference is more in terms of time horizons". He categorises software into two types of companies: 1. Utility is tied to the outcome 2. Utility is tied to the data (systems of record) "Overall, systems of record [Salesforce] have a longer time horizon while things that are purely based on outcomes [Zendesk]...those are going to be the ones that are going to have to face a nearer-term reckoning"

Founding Partner of Marathon Management Holdings Gokul Rajaram, who sits on the board for $COIN, $PINS, and $TTD, tells us why all software is vulnerable if companies fail to innovate, but it depends on the time horizon: "The market, right now is behaving in a way that it's treating all software companies the same with their respective moats" Gokul Rajaram believes that: "All software is vulnerable if companies fail to innovate, the difference is more in terms of time horizons". He categorises software into two types of companies: 1. Utility is tied to the outcome 2. Utility is tied to the data (systems of record) "Overall, systems of record [Salesforce] have a longer time horizon while things that are purely based on outcomes [Zendesk]...those are going to be the ones that are going to have to face a nearer-term reckoning"

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