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We asked Neil Chatterjee (DAWN Founder & CEO) to explain DePIN's core value proposition. "DePin is taking the $2.3 trillion digital infrastructure market and making it powered by individual users instead of Amazon, Google, Microsoft." "It's having consumers build and power the internet." "The final point is trustless so...

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The Rollup

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34,585 görüntüleme • 11 ay önce •via X (Twitter)

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"If we do our job right, we’ll have done to the internet what solar panels did to electricity." — Neil Chatterjee, CEO of Andrena. In the next episode of the Proof of Talk Podcast, Mia Soarez (Mia) sits down with Neil Chatterjee (Neil Chatterjee), Founder & CEO of Andrena (Andrena) and DAWN (DAWN), to explore a bold vision: what if your internet connection could become a commodity, just like solar energy? This and much more! From the rise of #DePIN (Decentralized Physical Infrastructure Networks) to the dream of "Airbnb-ing your internet," Neil paints a future where bandwidth becomes a borderless, user-powered commodity. As part of our mission to bring 120+ of Web3’s most powerful voices under one roof at Proof of Talk, we’re going beyond the stage—hosting raw, unfiltered conversations with the industry’s biggest names. No rehearsed narratives, no fluff—just the insights that actually matter. 🎧 Episode 4 is coming soon. Get ready to rethink the internet. #ProofOfTalk #PoT25 #CryptoPodcast #DecentralizedInternet #Web3Infrastructure
0:21

"If we do our job right, we’ll have done to the internet what solar panels did to electricity." — Neil Chatterjee, CEO of Andrena. In the next episode of the Proof of Talk Podcast, Mia Soarez (Mia) sits down with Neil Chatterjee (Neil Chatterjee), Founder & CEO of Andrena (Andrena) and DAWN (DAWN), to explore a bold vision: what if your internet connection could become a commodity, just like solar energy? This and much more! From the rise of #DePIN (Decentralized Physical Infrastructure Networks) to the dream of "Airbnb-ing your internet," Neil paints a future where bandwidth becomes a borderless, user-powered commodity. As part of our mission to bring 120+ of Web3’s most powerful voices under one roof at Proof of Talk, we’re going beyond the stage—hosting raw, unfiltered conversations with the industry’s biggest names. No rehearsed narratives, no fluff—just the insights that actually matter. 🎧 Episode 4 is coming soon. Get ready to rethink the internet. #ProofOfTalk #PoT25 #CryptoPodcast #DecentralizedInternet #Web3Infrastructure

Proof of Talk

86,740 görüntüleme • 1 yıl önce

California resident says rents have gotten so high she has to make payment plans “I am so f*cking annoyed every 1st of the month because I got paid today, and what I make is not enough to pay rent, so I have to do a flex payment. I got paid about $2,600 today. My rent is $2,800 Then I have 2 utility bills: - One utility bill is an electric and gas bill, which that this month it was $300, and that's also due today - Then the other one is the water bill, which was $193 this month, which is also due today - Then I have Verizon, my boyfriend and I, and the Verizon bill is $215. Don't know why it's that much.We don't get service anywhere. Then on top of that, we have the Internet bill. And did you guys know in San Diego you can only get Cox Service. Service. You can't get any other service (It’s a literal monopoly, many areas in San Diego it’s the only option for service) Long story short, that fucking bill is $140 And like I said, I only made $2,600 — So that's f*cking amazing. Isn't that great”
1:12

California resident says rents have gotten so high she has to make payment plans “I am so f*cking annoyed every 1st of the month because I got paid today, and what I make is not enough to pay rent, so I have to do a flex payment. I got paid about $2,600 today. My rent is $2,800 Then I have 2 utility bills: - One utility bill is an electric and gas bill, which that this month it was $300, and that's also due today - Then the other one is the water bill, which was $193 this month, which is also due today - Then I have Verizon, my boyfriend and I, and the Verizon bill is $215. Don't know why it's that much.We don't get service anywhere. Then on top of that, we have the Internet bill. And did you guys know in San Diego you can only get Cox Service. Service. You can't get any other service (It’s a literal monopoly, many areas in San Diego it’s the only option for service) Long story short, that fucking bill is $140 And like I said, I only made $2,600 — So that's f*cking amazing. Isn't that great”

Wall Street Apes

1,838,242 görüntüleme • 1 yıl önce

🚨 We Found The Next Helium (100x Potential). We told you about $HNT before it did a 1000x, and we found the next one. The project is in the DePin Narrative and has recently partnered with large names competing with the likes of $TAO, $FIL, $WAL, $AIOZ, and others. The project is called Andrena who are building DAWN - $DAWN ✅ DePin Narrative ✅ 1.5M+ users ✅ Partnered w/Helium Mobile ☁️ ✅ Raised from leading VCs DAWN is a decentralized wireless network for delivering Internet service launched by Andrena. Through the protocol and hardware, property owners or residents have the opportunity to buy and sell Internet capacity in the area around them – empowering users to operate as their own Internet provider. The decentralized nature of $DAWN facilitates a trustless system of exchange that employs proof of backhaul, location, and frequency. Watch Token Metrics CEO Ian Balina breaking it down. 🔊⤵️
0:38

🚨 We Found The Next Helium (100x Potential). We told you about $HNT before it did a 1000x, and we found the next one. The project is in the DePin Narrative and has recently partnered with large names competing with the likes of $TAO, $FIL, $WAL, $AIOZ, and others. The project is called Andrena who are building DAWN - $DAWN ✅ DePin Narrative ✅ 1.5M+ users ✅ Partnered w/Helium Mobile ☁️ ✅ Raised from leading VCs DAWN is a decentralized wireless network for delivering Internet service launched by Andrena. Through the protocol and hardware, property owners or residents have the opportunity to buy and sell Internet capacity in the area around them – empowering users to operate as their own Internet provider. The decentralized nature of $DAWN facilitates a trustless system of exchange that employs proof of backhaul, location, and frequency. Watch Token Metrics CEO Ian Balina breaking it down. 🔊⤵️

Token Metrics

11,399 görüntüleme • 1 yıl önce

.Lily Liu on what Solana set out to build from the very beginning: "The long-term value proposition has always been to be this financial infrastructure that everybody on the internet can use." "Some people forget that the title of the Bitcoin white paper is not digital gold. It's a peer-to-peer electronic cash system. And that's what Solana set out to build from the very beginning." "As the industry has moved into tokenized RWAs, the hero asset class is equities. And when you look at equities and what's happening on the internet, you've got 24/7 trading, billions of dollars of volume throughout the weekend, and sometimes we're even doing more volume on Solana than the NASDAQ is doing on a Monday."
1:47

.Lily Liu on what Solana set out to build from the very beginning: "The long-term value proposition has always been to be this financial infrastructure that everybody on the internet can use." "Some people forget that the title of the Bitcoin white paper is not digital gold. It's a peer-to-peer electronic cash system. And that's what Solana set out to build from the very beginning." "As the industry has moved into tokenized RWAs, the hero asset class is equities. And when you look at equities and what's happening on the internet, you've got 24/7 trading, billions of dollars of volume throughout the weekend, and sometimes we're even doing more volume on Solana than the NASDAQ is doing on a Monday."

Solana

139,508 görüntüleme • 22 gün önce

Zimbabwe's internet price and capacity can be solved by tomorrow with enough will from the Ministry of ICT, ISPs, and Potraz. Google, Meta, YouTube, and Netflix want the end users to have the best internet; in fact they want everyone to be connected to High Speed Internet. That is why Google Equiano ran a cable from the EU to Nigeria, Namibia, and South Africa with the goal of making the internet cheaper. Zimbabwe does not have an internet problem because peering is FREE in Johannesburg, local pricing is artificially priced high because of "Maintenance Costs" Unfortunately, its alot harder to ran cable inland, its alot easier to ran the cable in the ocean because there is less regulation. If Zimbabwe can partner with Meta, Google, Huawei, Microsoft, and many other players for inland fibre, it will take less than a few months for us to have the best internet and over-the-top service. The biggest challenge is the Regulators and Gatekeepers.
2:45

Zimbabwe's internet price and capacity can be solved by tomorrow with enough will from the Ministry of ICT, ISPs, and Potraz. Google, Meta, YouTube, and Netflix want the end users to have the best internet; in fact they want everyone to be connected to High Speed Internet. That is why Google Equiano ran a cable from the EU to Nigeria, Namibia, and South Africa with the goal of making the internet cheaper. Zimbabwe does not have an internet problem because peering is FREE in Johannesburg, local pricing is artificially priced high because of "Maintenance Costs" Unfortunately, its alot harder to ran cable inland, its alot easier to ran the cable in the ocean because there is less regulation. If Zimbabwe can partner with Meta, Google, Huawei, Microsoft, and many other players for inland fibre, it will take less than a few months for us to have the best internet and over-the-top service. The biggest challenge is the Regulators and Gatekeepers.

willard shoko

16,464 görüntüleme • 1 yıl önce

Marc Andreessen says 99.9999% of the value of AI will accrue to the users of AI, not the companies who create it: "If you look at the total amount of economic value creation downstream of the internet—something like 99% of that accrued to the users of the internet, not the companies that built the internet." "Same thing with a smartphone. Who gets the economic value of the smartphone? Everybody in the world who uses a smartphone to become more productive in their life or in their business gets 99% of the value from the smartphone. Apple and Google get 1% of the value from the smartphone." "I think AI is going to be exactly the same way. It might even be greater than that—it might be 99.9999% of the value of AI is gonna accrue to the users, not to the companies that make the AI." Marc Andreessen 🇺🇸 with Harry Stebbings
1:52

Marc Andreessen says 99.9999% of the value of AI will accrue to the users of AI, not the companies who create it: "If you look at the total amount of economic value creation downstream of the internet—something like 99% of that accrued to the users of the internet, not the companies that built the internet." "Same thing with a smartphone. Who gets the economic value of the smartphone? Everybody in the world who uses a smartphone to become more productive in their life or in their business gets 99% of the value from the smartphone. Apple and Google get 1% of the value from the smartphone." "I think AI is going to be exactly the same way. It might even be greater than that—it might be 99.9999% of the value of AI is gonna accrue to the users, not to the companies that make the AI." Marc Andreessen 🇺🇸 with Harry Stebbings

a16z

39,237 görüntüleme • 4 ay önce

David Friedberg: “AI is the new lightning rod for fear and divisiveness that ultimately breeds compliance and control.” “Peter Thiel said this best. He's like, ‘Look at all the money that's going into AI, there's really only one company that's making any money, and that's Nvidia.’” “Like at this point, the jury's still out. We don't even know what AI is.” “It's sort of like when the internet was happening, everyone thought these fiber optic switch companies were going to make all the money.” “Turns out that was wrong. It was the end applications that made all the money.” “And they competed in many different markets. from Google, to Amazon, to Uber.” “You can go down the list of all the beneficiaries of the core infrastructure technology of the internet that was built out.” “So what is really going on?” Well, AI is the new lightning rod for fear and for divisiveness that ultimately breeds compliance and control.” “Which is where these politicians are trying to drive the populace and the voting conditions in the United States.” “And that's what's going on right now.” “There's a lot of fear about, ‘Putting this data center in my town is gonna do X or Y or Z,’ with no real conversation about the truth of that matter.” “There's a lot of fear about wealth creation being aggregated in the hands of a few when as we saw with the internet, it benefited the many.” “And that fear mongering is a very similar tactic that we've seen in the prior generations where policies were misstated, fear was used, and then voting control allowed folks to come to power that were looking for power.” “So I think it's just the lightning rod at the moment.”
1:10

David Friedberg: “AI is the new lightning rod for fear and divisiveness that ultimately breeds compliance and control.” “Peter Thiel said this best. He's like, ‘Look at all the money that's going into AI, there's really only one company that's making any money, and that's Nvidia.’” “Like at this point, the jury's still out. We don't even know what AI is.” “It's sort of like when the internet was happening, everyone thought these fiber optic switch companies were going to make all the money.” “Turns out that was wrong. It was the end applications that made all the money.” “And they competed in many different markets. from Google, to Amazon, to Uber.” “You can go down the list of all the beneficiaries of the core infrastructure technology of the internet that was built out.” “So what is really going on?” Well, AI is the new lightning rod for fear and for divisiveness that ultimately breeds compliance and control.” “Which is where these politicians are trying to drive the populace and the voting conditions in the United States.” “And that's what's going on right now.” “There's a lot of fear about, ‘Putting this data center in my town is gonna do X or Y or Z,’ with no real conversation about the truth of that matter.” “There's a lot of fear about wealth creation being aggregated in the hands of a few when as we saw with the internet, it benefited the many.” “And that fear mongering is a very similar tactic that we've seen in the prior generations where policies were misstated, fear was used, and then voting control allowed folks to come to power that were looking for power.” “So I think it's just the lightning rod at the moment.”

The All-In Podcast

241,146 görüntüleme • 7 ay önce

Hey builders! The year is 2026 and the Internet is f*cked! No exaggeration. All parties in the trust ecosystem must collaborate quickly because the race to save the Internet is not moving as fast as the race to conquer it. Although it was founded on the premise of human trust and communication between machines, it is now overrun by bots and non human actors working with more than half of Internet traffic now coming from these non human actors. The challenge that we now face is creating a global, interoperable framework of accountability so we can return trust to the Internet that we know and love, we can continue to enjoy the benefits that AI unlocks, and we can do so in a legally permissible, secure manner that does not endanger individual users, but rather opens new doors of efficiency and opportunity for them. However, there is a narrowing window for action. This is one of the most urgent challenges that faces technology at scale today. All parties in the trust ecosystem, nation states, platforms, developers, legal parties all must collaborate quickly because the race to save the Internet is not moving as fast as the race to conquer it - with unverifiable data and non human actors. — Billions Network CEO Evin McMullen evin
1:21

Hey builders! The year is 2026 and the Internet is f*cked! No exaggeration. All parties in the trust ecosystem must collaborate quickly because the race to save the Internet is not moving as fast as the race to conquer it. Although it was founded on the premise of human trust and communication between machines, it is now overrun by bots and non human actors working with more than half of Internet traffic now coming from these non human actors. The challenge that we now face is creating a global, interoperable framework of accountability so we can return trust to the Internet that we know and love, we can continue to enjoy the benefits that AI unlocks, and we can do so in a legally permissible, secure manner that does not endanger individual users, but rather opens new doors of efficiency and opportunity for them. However, there is a narrowing window for action. This is one of the most urgent challenges that faces technology at scale today. All parties in the trust ecosystem, nation states, platforms, developers, legal parties all must collaborate quickly because the race to save the Internet is not moving as fast as the race to conquer it - with unverifiable data and non human actors. — Billions Network CEO Evin McMullen evin

Billions Network

30,538 görüntüleme • 6 ay önce

Announcing: DePIN Summit Africa in Kenya and Tanzania in July 2025 Hosting DePIN Summit has been one of my favorite highlights of building Escape Velocity over the past few years. DePIN, or Decentralized Physical Infrastructure Networks, use crypto to scale critical infrastructure like wireless, electricity, or compute in a peer-to-peer manner. By cutting out the middle-man, DePINs provide cheaper and more reliable services than the current incumbents. In other words, DePIN is all about putting power back into the hands of users. 2023's Summit showed that DePIN is a MOVEMENT: for the very first time, 100+ DePIN founders and investors sat in the same room, in Menlo Park, all with a shared vision for the future of what decentralized infrastructure networks will become. 2024's Summit showed that DePIN is INEVITABLE: with more than 350 founders, investors, and operators coming together on a summer Saturday, in NYC, to discuss humanity’s urgent need for digital infrastructure networks that can scale to serve exponentially-growing demand decades in the future. In July 2025, DePIN Summit Africa will show that DePIN is GLOBAL by bringing the community together in Mombasa, Kenya and Zanzibar, Tanzania. We are excited to be collaborating with our on-the-ground partners SHARE and ThreeFold to make the event truly special, bringing together DePIN entrepreneurs and investors from abroad, alongside local industry and government leaders who are eager to understand how DePIN can serve their communities. DePIN has been mostly a US-based phenomenon to date, by almost any metric you can pick: number of projects, total capital raised, etc. A few protocols are bucking the trend and showing how DePIN can serve users in emerging markets: for example, local ISPs in Ghana are using DAWN to provide internet services, one of the largest telcos in Mexico is offloading its customers traffic onto Helium🎈, and grid-scale solar farms in India are mining on Glow Foundation. But by and large, DePIN activity is focused on developed markets, and specifically the US.... DePIN in the US is a huge opportunity, but it’s not the only one! Emerging markets are a different ballgame: the end-user demand for more reliable, performant, scalable digital infrastructure in growing economies is enormous across virtually every sector of DePIN: wireless, energy, compute, sensors, logistics, identity, etc. In East Africa, consumers spend 10-20% of their monthly income on internet service for only 3-4 GB of capacity. The user behaviors, unit economics, and regulatory hurdles are fundamentally different than other markets. With DePIN Summit Africa 2025, we hope to bridge that gap and help plant the seeds for DePIN to expand its reach globally, and specifically into East Africa going forward. We’re excited to be joined by headline speakers including: - Kristof De Spiegeleer, co-founder of ThreeFold's decentralized cloud computing network - Neil Chatterjee, co-founder of DAWN's decentralized fixed wireless internet - Jose Aycart, co-founder of SHARE's decentralized internet and compute infrastructure - Alireza Ghods, co-founder of NATIX Network's decentralized digital mapping network - Robin Wingardh, co-founder of wingbits's decentralized flight tracking to Africa - Fredrik Ahlgren, co-founder Sourceful Energy ⚡️'s decentralized virtual power plants - Raullen Chai, co-founder of IoTeX's modular DePIN L1 and development platform If you’d like to join us and help accelerate the growth of DePIN in emerging markets, please apply below 👇
0:38

Announcing: DePIN Summit Africa in Kenya and Tanzania in July 2025 Hosting DePIN Summit has been one of my favorite highlights of building Escape Velocity over the past few years. DePIN, or Decentralized Physical Infrastructure Networks, use crypto to scale critical infrastructure like wireless, electricity, or compute in a peer-to-peer manner. By cutting out the middle-man, DePINs provide cheaper and more reliable services than the current incumbents. In other words, DePIN is all about putting power back into the hands of users. 2023's Summit showed that DePIN is a MOVEMENT: for the very first time, 100+ DePIN founders and investors sat in the same room, in Menlo Park, all with a shared vision for the future of what decentralized infrastructure networks will become. 2024's Summit showed that DePIN is INEVITABLE: with more than 350 founders, investors, and operators coming together on a summer Saturday, in NYC, to discuss humanity’s urgent need for digital infrastructure networks that can scale to serve exponentially-growing demand decades in the future. In July 2025, DePIN Summit Africa will show that DePIN is GLOBAL by bringing the community together in Mombasa, Kenya and Zanzibar, Tanzania. We are excited to be collaborating with our on-the-ground partners SHARE and ThreeFold to make the event truly special, bringing together DePIN entrepreneurs and investors from abroad, alongside local industry and government leaders who are eager to understand how DePIN can serve their communities. DePIN has been mostly a US-based phenomenon to date, by almost any metric you can pick: number of projects, total capital raised, etc. A few protocols are bucking the trend and showing how DePIN can serve users in emerging markets: for example, local ISPs in Ghana are using DAWN to provide internet services, one of the largest telcos in Mexico is offloading its customers traffic onto Helium🎈, and grid-scale solar farms in India are mining on Glow Foundation. But by and large, DePIN activity is focused on developed markets, and specifically the US.... DePIN in the US is a huge opportunity, but it’s not the only one! Emerging markets are a different ballgame: the end-user demand for more reliable, performant, scalable digital infrastructure in growing economies is enormous across virtually every sector of DePIN: wireless, energy, compute, sensors, logistics, identity, etc. In East Africa, consumers spend 10-20% of their monthly income on internet service for only 3-4 GB of capacity. The user behaviors, unit economics, and regulatory hurdles are fundamentally different than other markets. With DePIN Summit Africa 2025, we hope to bridge that gap and help plant the seeds for DePIN to expand its reach globally, and specifically into East Africa going forward. We’re excited to be joined by headline speakers including: - Kristof De Spiegeleer, co-founder of ThreeFold's decentralized cloud computing network - Neil Chatterjee, co-founder of DAWN's decentralized fixed wireless internet - Jose Aycart, co-founder of SHARE's decentralized internet and compute infrastructure - Alireza Ghods, co-founder of NATIX Network's decentralized digital mapping network - Robin Wingardh, co-founder of wingbits's decentralized flight tracking to Africa - Fredrik Ahlgren, co-founder Sourceful Energy ⚡️'s decentralized virtual power plants - Raullen Chai, co-founder of IoTeX's modular DePIN L1 and development platform If you’d like to join us and help accelerate the growth of DePIN in emerging markets, please apply below 👇

EV3 Sal

163,560 görüntüleme • 1 yıl önce

Catherine Austin Fitts argues that Donald Trump was installed by bankers to construct a digital control grid comprised of programmable money, digital ID, and a social credit system. She maintains that Trump is expendable now that the infrastructure for this system is complete. "So let's look at the control grid. There are three general baskets of what you need to do. The first is programmable money. The second is digital ID... And then the third is you need the hardware and the software infrastructure to do the social credit system." "And so you need all the data centres... But you also need a surveillance infrastructure and enforcement infrastructure to back it." "So how do you persuade conservatives... to embrace building that infrastructure? The way you do it is you say, oh, we have election fraud, or oh, we have an immigration problem. And so we need a digital ID to identify who everybody is so we can't have fraud." "If you look at everything [Trump has] done to build the control grid, or to put the conditions in place to do it, they now have what they need." "Trump is basically expendable now."
2:40

Catherine Austin Fitts argues that Donald Trump was installed by bankers to construct a digital control grid comprised of programmable money, digital ID, and a social credit system. She maintains that Trump is expendable now that the infrastructure for this system is complete. "So let's look at the control grid. There are three general baskets of what you need to do. The first is programmable money. The second is digital ID... And then the third is you need the hardware and the software infrastructure to do the social credit system." "And so you need all the data centres... But you also need a surveillance infrastructure and enforcement infrastructure to back it." "So how do you persuade conservatives... to embrace building that infrastructure? The way you do it is you say, oh, we have election fraud, or oh, we have an immigration problem. And so we need a digital ID to identify who everybody is so we can't have fraud." "If you look at everything [Trump has] done to build the control grid, or to put the conditions in place to do it, they now have what they need." "Trump is basically expendable now."

Wide Awake Media

148,643 görüntüleme • 4 ay önce

Gavin Baker: "if you're a foundation model company and you do not have unique data and internet scale distribution, you are the fastest depreciating asset in human history - I think most of these companies are zeros, and there's like 10 of them" this is him explaining why the 100 largest buildings in the world will be data centers, why there are only three places left in America you can legally build one, and what he says is setting up the first real memory cycle since 1996 "in our lifetime there will be data centers that are bigger than Manhattan" "the two rate limiting factors for AI are no longer compute and GPUs - it's power, finding places to plug the GPUs in" "there's only three places in the United States you can put one of these - it's got to be near multiple nuclear reactors that are unregulated within 50 miles of each other" "if Apple doubles the memory in the iPhone and Google does the same for Android at the same time, you could have the first real memory cycle since 1996 - and in 1996 Micron was a 50 bagger" "the only hope most of these companies have is for Amazon to acquire them the way Microsoft did with Inflection" bookmark & watch the full conversation ↓
11:48

Gavin Baker: "if you're a foundation model company and you do not have unique data and internet scale distribution, you are the fastest depreciating asset in human history - I think most of these companies are zeros, and there's like 10 of them" this is him explaining why the 100 largest buildings in the world will be data centers, why there are only three places left in America you can legally build one, and what he says is setting up the first real memory cycle since 1996 "in our lifetime there will be data centers that are bigger than Manhattan" "the two rate limiting factors for AI are no longer compute and GPUs - it's power, finding places to plug the GPUs in" "there's only three places in the United States you can put one of these - it's got to be near multiple nuclear reactors that are unregulated within 50 miles of each other" "if Apple doubles the memory in the iPhone and Google does the same for Android at the same time, you could have the first real memory cycle since 1996 - and in 1996 Micron was a 50 bagger" "the only hope most of these companies have is for Amazon to acquire them the way Microsoft did with Inflection" bookmark & watch the full conversation ↓

Сarm1ne

274,201 görüntüleme • 13 gün önce

Former Google CEO Eric Schmidt says a frontier AI model costs up to $500 million to build and is worth about six months: "Are the scaling laws stopping?" "And the answer right now is no, which is unbelievable." "A model costs $200 to $500 million, you release it, and it has a life expectancy of about six months." "And then there's another one." "And the competition between the leading players is so brutal, right, that they literally count in the number of weeks of value of these things, which costs hundreds of millions of dollars." Schmidt is talking about the build cost. There is a second cost underneath it, which is re-proving each replacement, because whatever testing cleared one version does not carry over to the next. A company that standardizes on a frontier model this year is signing up to do that re-approval work twice a year. - Eric Schmidt (Eric Schmidt), former CEO of Google (Google) and now Chair and CEO of Relativity Space, with Alan Blinder at Princeton's Griswold Center (Princeton University).
0:34

Former Google CEO Eric Schmidt says a frontier AI model costs up to $500 million to build and is worth about six months: "Are the scaling laws stopping?" "And the answer right now is no, which is unbelievable." "A model costs $200 to $500 million, you release it, and it has a life expectancy of about six months." "And then there's another one." "And the competition between the leading players is so brutal, right, that they literally count in the number of weeks of value of these things, which costs hundreds of millions of dollars." Schmidt is talking about the build cost. There is a second cost underneath it, which is re-proving each replacement, because whatever testing cleared one version does not carry over to the next. A company that standardizes on a frontier model this year is signing up to do that re-approval work twice a year. - Eric Schmidt (Eric Schmidt), former CEO of Google (Google) and now Chair and CEO of Relativity Space, with Alan Blinder at Princeton's Griswold Center (Princeton University).

Karl Mehta

489,977 görüntüleme • 6 gün önce

Dana White is asked about the online chatter about Khamzat's weigh-in yesterday: DW: The internet is fucking stupid. I don't know what to tell you other than that. Later, when asked why they don't use a digital scale: DW: Listen, Monday morning, at 9:02, call the New Jersey Athletic Commission and ask them that. I have nothing to do with any of that stuff.
1:07

Dana White is asked about the online chatter about Khamzat's weigh-in yesterday: DW: The internet is fucking stupid. I don't know what to tell you other than that. Later, when asked why they don't use a digital scale: DW: Listen, Monday morning, at 9:02, call the New Jersey Athletic Commission and ask them that. I have nothing to do with any of that stuff.

Jed I. Goodman ©

96,518 görüntüleme • 3 ay önce

Marc Andreessen just told every trillion-dollar AI lab who they’re actually building for. Not eventually. By design. Andreessen: “99.9999% of the value of AI is gonna accrue to the users, not to the companies that make the AI.” This is not a prediction. It is a pattern. Andreessen: “If you look at the total amount of economic value creation downstream of the internet, something like 99% of that accrued to the users of the internet, not the companies that built the internet.” The internet created trillions in value. The companies that built it captured a rounding error. Andreessen: “Who gets the economic value of the smartphone? Everybody in the world who uses a smartphone to become more productive in their life or in their business gets 99% of the value. Apple and Google get 1%.” Apple and Google built the device that reorganized human life. Their cut is one percent. Electricity. The internet. The smartphone. The builders carry the cost. The users keep the value. The ratio has never once moved. The labs spending hundreds of billions right now are building wealth they will never keep. Andreessen: “It’s almost like dark matter. Everybody’s gonna experience that in their own life and in their own business.” The largest wealth transfer in history will carry no headline. No metric. No announcement. It will simply complete. Not because it is hidden. Because everyone is watching the builders.
1:52

Marc Andreessen just told every trillion-dollar AI lab who they’re actually building for. Not eventually. By design. Andreessen: “99.9999% of the value of AI is gonna accrue to the users, not to the companies that make the AI.” This is not a prediction. It is a pattern. Andreessen: “If you look at the total amount of economic value creation downstream of the internet, something like 99% of that accrued to the users of the internet, not the companies that built the internet.” The internet created trillions in value. The companies that built it captured a rounding error. Andreessen: “Who gets the economic value of the smartphone? Everybody in the world who uses a smartphone to become more productive in their life or in their business gets 99% of the value. Apple and Google get 1%.” Apple and Google built the device that reorganized human life. Their cut is one percent. Electricity. The internet. The smartphone. The builders carry the cost. The users keep the value. The ratio has never once moved. The labs spending hundreds of billions right now are building wealth they will never keep. Andreessen: “It’s almost like dark matter. Everybody’s gonna experience that in their own life and in their own business.” The largest wealth transfer in history will carry no headline. No metric. No announcement. It will simply complete. Not because it is hidden. Because everyone is watching the builders.

Dustin

42,965 görüntüleme • 1 ay önce

And here is the first demo of our upcoming app, just a sample of what's coming. The first global + onchain + self-custodial neobank built for the everyday person and business, and powered by XRPL. From sending and receiving money, to moving offchain and onchain without ever realizing the difference, to spending any (onchain) asset, to exchanging assets, to earning yield and having access to opportunities that no bank or any traditional neobank can offer you. All these with a few taps, instant speed, tiny fees, and full transparency. The Internet of Value for consumers is coming by Anodos 🔼!
0:48

And here is the first demo of our upcoming app, just a sample of what's coming. The first global + onchain + self-custodial neobank built for the everyday person and business, and powered by XRPL. From sending and receiving money, to moving offchain and onchain without ever realizing the difference, to spending any (onchain) asset, to exchanging assets, to earning yield and having access to opportunities that no bank or any traditional neobank can offer you. All these with a few taps, instant speed, tiny fees, and full transparency. The Internet of Value for consumers is coming by Anodos 🔼!

Panos 🔼🇬🇷

21,728 görüntüleme • 10 ay önce

Peter Thiel on why the best businesses never compete: "Most people believe that capitalism and competition are synonyms. I believe capitalism and competition are antonyms." His point is simple: "A capitalist is someone who's in the business of accumulating capital. A world of perfect competition is a world where all the profits are competed away." Peter explains that the most important distinction in business is one nobody talks about enough. "There are two kinds of companies in this world. There are companies that are competitive and there are companies that have monopolies." His go-to example of a bad business? Restaurants. "Opening a restaurant is super competitive and nobody ever makes any money doing it." His example of a great business: Google. "Google has had no competition in search since 2002 when it definitively distanced itself from Microsoft and Yahoo, and it's been making enormous profits for the dozen years or so ever since." So what should founders actually aim for? "If you're a one-of-a-kind company, a happy company that's doing something different, you are a monopoly. It is the goal of every founder, every entrepreneur—it should be their goal to try to build a monopoly business." True market power means never having to compete in the first place.
1:19

Peter Thiel on why the best businesses never compete: "Most people believe that capitalism and competition are synonyms. I believe capitalism and competition are antonyms." His point is simple: "A capitalist is someone who's in the business of accumulating capital. A world of perfect competition is a world where all the profits are competed away." Peter explains that the most important distinction in business is one nobody talks about enough. "There are two kinds of companies in this world. There are companies that are competitive and there are companies that have monopolies." His go-to example of a bad business? Restaurants. "Opening a restaurant is super competitive and nobody ever makes any money doing it." His example of a great business: Google. "Google has had no competition in search since 2002 when it definitively distanced itself from Microsoft and Yahoo, and it's been making enormous profits for the dozen years or so ever since." So what should founders actually aim for? "If you're a one-of-a-kind company, a happy company that's doing something different, you are a monopoly. It is the goal of every founder, every entrepreneur—it should be their goal to try to build a monopoly business." True market power means never having to compete in the first place.

Big Brain Business

73,938 görüntüleme • 7 ay önce

The Big Bust of a Bill that John Cornyn voted for and Ken Paxton supports, is ripping healthcare away from over a million Texans and increasing costs for all of our families. Healthcare is a non-negotiable – we all have to go to the doctor at some point – and it shouldn’t break the bank when you need to use it.
1:07

The Big Bust of a Bill that John Cornyn voted for and Ken Paxton supports, is ripping healthcare away from over a million Texans and increasing costs for all of our families. Healthcare is a non-negotiable – we all have to go to the doctor at some point – and it shouldn’t break the bank when you need to use it.

Colin Allred

11,836 görüntüleme • 1 yıl önce

Travis Kalanick Explains Cloud Kitchens: "Infrastructure for Better Food" travis kalanick at last year's All-In Summit: "Food is at the center of the human experience, the center of humanity, and just how we live." "But it's got a lot of problems: health, cost, convenience. It could be a hell of a lot better." "At my last gig, we did Uber Eats. It was a starting point." "But the difference with food versus rides is that the infrastructure is already there. You had a bunch of cars that were 98% unutilized, and so you just had to light it up." "But to do food right, you needed to build the infrastructure." "And so the mission for our company is infrastructure for better food." "And the idea is like, can you get the preparation and delivery of food so high quality, and most importantly, so cost-efficient that it starts to approach the cost of you going to the grocery store?" "If that happens, you do to the kitchen what Uber did to the car." "The quiet part is like, we go and buy real estate. We do construction, we then go talk to the center point of what matters in food, which is the restaurateur, the entrepreneur who's making it." "We're not the restaurant, we're the guys underneath." Recorded Sept 10, 2024 at the All-In Summit. Join us this year for more amazing discussions:
1:10

Travis Kalanick Explains Cloud Kitchens: "Infrastructure for Better Food" travis kalanick at last year's All-In Summit: "Food is at the center of the human experience, the center of humanity, and just how we live." "But it's got a lot of problems: health, cost, convenience. It could be a hell of a lot better." "At my last gig, we did Uber Eats. It was a starting point." "But the difference with food versus rides is that the infrastructure is already there. You had a bunch of cars that were 98% unutilized, and so you just had to light it up." "But to do food right, you needed to build the infrastructure." "And so the mission for our company is infrastructure for better food." "And the idea is like, can you get the preparation and delivery of food so high quality, and most importantly, so cost-efficient that it starts to approach the cost of you going to the grocery store?" "If that happens, you do to the kitchen what Uber did to the car." "The quiet part is like, we go and buy real estate. We do construction, we then go talk to the center point of what matters in food, which is the restaurateur, the entrepreneur who's making it." "We're not the restaurant, we're the guys underneath." Recorded Sept 10, 2024 at the All-In Summit. Join us this year for more amazing discussions:

The All-In Podcast

31,842 görüntüleme • 1 yıl önce

.meow talks to Youtube co-founder steve chen about UGC and UGM: “You’re obviously one of the pioneers of this thing called UGC, right? User Generated Content. And then what we are seeing now in this space is what I call UGM — User Generated Money. In UGC, the value is created from the users. And then in Web3 or crypto, the value is generated from the users too. In UGC, we move from an era of the big studios—the big studios create the content, they monetize the content, and they get the value from the content. But what you did is that you democratized the process. You allowed users to create the content, market the content too, and also get the value from the content. For example, if you’re Netflix, you have to make the content, market it, and run advertising globally. You go anywhere across the world—Japan, Tokyo, Europe—you see Netflix advertisements everywhere. But in this new era, the users are the ones that market their own content. And the same thing is happening in the crypto world. The users are generating the money, marketing the money, and getting the value of the money. There are a lot of nuances to this but generally speaking, it’s fascinating because we are really at the nexus of UGC and UGM.”
1:48

.meow talks to Youtube co-founder steve chen about UGC and UGM: “You’re obviously one of the pioneers of this thing called UGC, right? User Generated Content. And then what we are seeing now in this space is what I call UGM — User Generated Money. In UGC, the value is created from the users. And then in Web3 or crypto, the value is generated from the users too. In UGC, we move from an era of the big studios—the big studios create the content, they monetize the content, and they get the value from the content. But what you did is that you democratized the process. You allowed users to create the content, market the content too, and also get the value from the content. For example, if you’re Netflix, you have to make the content, market it, and run advertising globally. You go anywhere across the world—Japan, Tokyo, Europe—you see Netflix advertisements everywhere. But in this new era, the users are the ones that market their own content. And the same thing is happening in the crypto world. The users are generating the money, marketing the money, and getting the value of the money. There are a lot of nuances to this but generally speaking, it’s fascinating because we are really at the nexus of UGC and UGM.”

Jupiter

106,801 görüntüleme • 1 yıl önce

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."
1:55

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."

Invest Like the Best

52,492 görüntüleme • 2 ay önce