did the Sun bother you queen?
life is a series of side quests with your core value as the main quest
occasionally I stumble upon painters whose work is extraordinary and whose life defies belief that I walk away reassured by the magnitude and range of the human mind.
sometimes westerners are too caught up measuring the wrong metrics
Another critique one should make here is that even using “GDP per hours worked,” which is not the right measure, the only European countries clearly better than the US are Denmark and Norway, and one of them is sitting on a sea of oil wealth.
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LIFE & TIMING
+ In your teens, learn languages
+ Betw. 15 and 50, read 18-40 h/week, w/a huuuge filter. Learn to read stuff you retain
+ In your early 20s, learn maths & how to make solid money (~ impossible later)
+ Betw. 45 & 145, lift free-weight; 55 & 100, ride bikes
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There are enough resources on this planet for every living human. There are not enough resources on this planet for the fossil fuel industry, unregulated deforestation, data centers, private jets, and endless wars.
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Looking back at our first month on Robinhood Chain: agents launched, volume, and future outlook with our very own
@hananyss
GOAT
Releasing the model weights and technical report of Kimi K3.
Kimi K3 is our most capable model: a 2.8T MoE model with native visual understanding and a 1M-token context window.
New model architecture: 2.5x the intelligence per unit of compute, not just more params.
Alongside Kimi K3, we're opening up more of the stack behind it — high-performance attention kernels, MoE communication library, and infrastructure for running agent environments at scale.
Model weights:
Tech report:
Tech blog:
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Introducing Hyperboost, a new launch mechanic for every token graduating on Virtuals Protocol.
Over 75% of tokens record their highest-volume 24 hours at graduation, leaving the open market to form as activity begins to fade.
Now, we’re injecting token rewards into post-graduation trading for EVERY TOKEN THAT BONDS ON VIRTUALS.
Learn more ↓
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GOAT
I support open-source models distilling what commercial companies distilled for free from the entire internet. I published distillation for free in 1991 in Europe - this was copied in the US and in China (
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Robotics coming to Arc
tonight we had full house at the
@arc event in Portugal 🇵🇹
we had
@hananyss diving into a demo about robotics and agents that
@virtuals_io is bringing to Arc ecosystem.
it was a great kick-off for the builders in Lisbon to learn more about building on Arc.
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Now do a video saying moved to a country “near Russia” like how they promoted NS in an island “near Singapore”
I am pleased to announce that a memorandum of understanding has been signed between the Republic of Kazakhstan and Network School.
Our new campus will become a haven for global techno-optimism, with expedited visas, streamlined redomiciliation, and active recruitment of talent.
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I appreciate that Dean Ball, Head of Strategic Futures at OpenAI and former Senior Policy Advisor to the White House, is just directly saying, under his legal name, that the purpose of introducing nonsensical regulations is to hurt open source and favor incumbent corporations
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If you speak to founders working on coordination mechanisms on idle compute, you’d notice that the consensus would be that “compute scarcity” is more partially true than an absolute fact. Yes, this also includes frontier-grade compute because labs sign long-term contracts out of panic and then underutilise. Compute tier varies but compute scarcity is not a shortage problem but a utilisation problem
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Neoclouds: The Kimi K3 Scare
Kimi K3 caused a large scare in the AI trade as this Chinese open source model matched frontier models on benchmarks. Let me unpack what's actually going on.
Chinese Labs have much less GPUs than American Labs and yet are able to train "just as good" of a model. This implies that Chinese Labs have huge efficiencies that allow them to use much less GPUs in training. This is would imply less HBM, less datacenters, less cloud bills - the whole capex heavy buildout that the AI trade is predicated upon.
Now here's the big hole in all this logic. MoonshotAI, the Lab that made Kimi K3, is supposedly a magnitude more efficient in training than American Labs yet their inference compute consumption is the same or less efficient! Kimi K3 cost exactly the same as GPT 5.5 and slightly less than Claude 4.8 Opus High.
Some people are misunderstanding what expensive tokens mean. Yes the cost of the open source weights/topology is 0 but the amount of the compute/GPUs that you need to run the model is a metric of a efficient your inference is. Compute/GPU time is very expensive and cost of open source inference is very not free.
Now, it makes absolutely zero sense that MoonshotAI Kimi is so much more efficient in training but slightly less efficient in inference. Why? Training is a the forward pass plus backward pass and inference is the forward pass. This means that training efficiency improvements lead to inference efficiency improvements.
You know why MoonshotAI training and inference efficiencies are asymmetric? Because their "training efficiencies" come from distilling American models. If MoonshotAI had true training efficiencies they would also show inference efficiencies but they have no advantage in inference efficiencies!
AI Capex will still continue because:
1. If American Labs stop training capex, then Chinese models will also stop improving. AI progress will have stopped. American companies have never given up just because Chinese are trying to copy them.
2. Chinese model still consume alot of compute/GPUs for inference. Inference demand will outstrip training demand anyways.
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Yesterday, we supported the first Robotics company coming into Robinhood Chain ( which raised $300k in 12 hours. I want to take a moment to reflect on this.
What this means in practice is that normal people like you and I can get access to amazing Robotics deals via our platform, instead of it being reserved only to private investors.
This is huge for market ownership and it is a big deal for builders, who can now focus more on building.
This is meaningful work and I’m happy to be a part of it.
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Two weeks of agent launches on Robinhood Chain via
@virtuals_io:
🔹 100M+ in agent volume (!!!)
🔹 1.8M$ raised for builders
🔹 2440+ agents launched
🔹 Builders came from Google to General Dynamics
Thank you to every builder already shipping with Virtuals Protocol and
@RobinhoodCrypto.
This is just the beginning.
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Thank you to
@SeliniCapital for yet another amazing Selini Summit. Lots of meaningful conversations on
@virtuals_io’s work in AI and robotics, and on my experience connecting funds to FoFs and traditional family offices.
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A few weeks before the launch of the chain, we experimented relentlessly on multiple trading agents on Robinhood via the MCP. We generated lots of great insights and ready to work with builders in the space wanting to address some of the opportunities we’ve identified.
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When I joined Virtuals, I knew I wanted to put our highly talented team and dedicated business on the map - to be taken seriously by investors, institutions, and builders as a value-add, innovative & revenue-positive entity.
We are inching forward everyday, spreading our economic footprint everywhere. Starting with Robinhood.
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