Network Effect Maximalist - AI Maximalist - OTC Maximalist - Co-Founder: @second_lane & @GoChiriAI
Joined January 2014
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Sovereign compute / AI stack is a certainty for those (countries / companies / individuals) who have the energy and financial resources.
Prime Minister @MarkJCarney said Canada is investing $1.6 billion in Toronto frontier AI developer @cohere as the "Canadian success story" targets a nearly $36 billion valuation in a new round of financing. betakit.com/canada-to-invest…
My conviction is growing that the next black swan event will be centered around this idea.
Vulnerabilities in human architected infrastructure (physical and digital domains) are probably in the top five threats that we are living through right now.
All of these isolated events will compound and accelerate the loss of trust, which is also in the top five risks we face as a species, living with modern comforts.
Gains on productivity have limits.
--> You can only optimize household finances so much
--> You can only optimize a portfolio so much
Capped benefits.
Gains on entertainment have none.
--> New content is created every second
--> Tastes in interests always change as you live
Unlimited benefits.
pattern across personal agents + fintech: #1 use case seems to be finding + executing savings (agentic rocket money), retrieving lost funds, + point-in-time rate shopping
problem is these are high value but low frequency. can only cancel a subscription once + once ur insurance/card renewals are shopped, you're not gonna think ab them for another 12 mos
prolly part of why Muse retention is falling off (73% day 1 to 22% by day 14 per Sensor Tower, now below ChatGPT)
+ also part of why Muse is low key harassing me (sends like 5 messages every day with ideas for things it can do for me) - proactive doesn’t help if the actions suggested aren't worth doing 🤷♂️
Just wait until the robots hit the scene, and businesses complete their AI-transformations. We aren't even at a 1% transformation rate of businesses today. So early.
What we are going through is a complete refactoring of how all forms work gets done. It's empowering to those that embrace it now, and daunting for those that resist it. But it's here, and it's happening, and the box was willingly opened.
My prediction: The revisions shall rise, or they'll stop reporting all together. The numbers are going to be that bad, and leaders don't have answers for 'what comes next', because everyone is trying to figure it out as we go.
The bet on AI has been made; we now live with the consequences -- the good, and the bad. Change is uncomfortable, and the only thing more uncomfortable than that is it happening at a high velocity.
Knowledge work --> AI with some human judgement
Physical work --> Robots (with AI)
Entertainment --> Creative humans (with AI)
It doesn't happen over night -- It happens slowly, but its acceleration is coded. You can feel the exponential curve.
What we need to start to consider is the new AI social contract so that humanities displacement (as a labor force powering global GDP) has a +EV tradeoff for humanity.
This means ownership, not more speculation on outcomes. Tangible ownership of the gains. Assets with economic value, not binary options and sports betting contracts. The later are largely -EV to participants, because you are competing with...AI!
AI is an accelerant to learning when you curate your data lakes and remain motivated. Lean in now!
The central idea in ‘Westworld’ wasn’t that machines became conscious by getting smarter.
It was that consciousness emerged when they began remembering their suffering instead of resetting after it.
Now we’re giving NPCs persistent memories, identities, and the ability to hold grudges. It will make replay value skyrocket.
Very fitting that these experiments begin in RDR.
Red Dead Redemption 2 just got a new mod titled "enRAGE" that adds a fully functional nemesis system into the game.
This makes every single NPC have a name, traits, quirks, a trade, a faith, a family and a life story. So people you meet turn up again in the same towns with the same face and the same grudges as it adds a full memory system.
The map is now populated with 8 factions that are constantly at war with each other, having their own hierarchy and captains that you or their enemies can take out. Every single encounter is remembered, including exactly where you wounded them in the case that they survive the fight. This means that RDR2 now has a fully functional faction war that goes on all the time with this mod and factions will remember your actions against them. There is a ton of new dialogue and you can even interrogate NPCs now to get additional information on their friends and allies.
This is an extremely impressive mod and it's now available in early access to download for anyone who has RDR2 on PC.
We are so far down the tech tree, isolationism is not an option to continue technological progress due to the complexity of supply chains.
Isolationism is back on the table if a country develops the equillivant of replicator technology, removing the dependencies.
It's a data grab.
Humanity is the training data -- It just so happens that you must click the consent button for whatever data that can't be publicly scraped.
🫡
We're giving away $1,000,000 of free pizza right now
Download and order from the Hark app: hark.com/download
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Imagine a future where everyone receives a universal high income, but the paper money you receive loses another 90% of purchasing power over the next 8 years.
Productive assets (generates cash flow or somehow critical to key supply chains) skyrocket.
The wealth gap accelerates
It’s easier than ever to create entertainment that is personalized, and it’s only going to continue to trend in that direction.
Human attention patterns will shift dramatically.
Dark times ahead for pre-ai entertainment companies imo.
This is what a modern day psyop campaign looks like.
I am cancelling the Canadian rebound.
#Canada and #India share a partnership built on people, culture, and food! From family dinners to takeout nights, butter chicken has become a Canadian favourite and delicious reminder of our cultural ties. What’s your go-to CA-IN food pairing? 🇨🇦🇮🇳
ALT Chicken tikka masala, cooked marinated chicken chunks in spiced curry sauce, served with rice and naan bread top view in a skillet.
It's like moving from a manual transmission to an automatic transmission.
What % of cars have a manual transmission and how many people can operate them?
That's where software engineering is going.
Quality & security will only ramp from here.
This is what reading the writing on the wall looks like.
Polar opposite reaction of how Hollywood & the music industry responded when torrenting hit the scene.
MICROSOFT JUST CAVED TO THE MODDERS 🚨
Xbox is launching "Xbox Labs" to experiment with AI-assisted development, decompilation and cross-platform ports, and it wants players to become creators.
Their own words: "Giving old games new life and allowing more players to become creators and co-creators. These are unmistakably good outcomes for players, even when (and sometimes because) they challenge our existing business models."
Community decomps and AI reverse engineering forced their hand. When you can't stop it, you join it.
The opportunity with agentic commerce is to disintermediate the incumbent gatekeepers.
Repeated observable execution —> trust builds —> adoption quickens.
The golden age of the sovereign individual as you own your own specialist stack across engineering, finance, health, etc.
The last message you read before disk space was nuked.
I had to set up an agent to keep things tidy on a daily basis.
The golden age of content & entertainment creation is here.
You simply need to get over the fact that AI has a hand in creating it -- The sooner you do this, the sooner you can participate in the golden age.
Another example of this landed two days ago and the comment section speaks for itself: It's very good. youtube.com/watch?v=ylqN3q04…
Implementations of AI productivity in knowledge work will be done by businesses leveraging FDE / FDO pods like we do @GoChiriAI, but as individuals, you can focus on the entertainment side; which has unlimited demand, and it's never been easier to capture attention.
AI handles the heavy lifts of coding & other backend specializations, while you focus on the creative elements.
Accelerate.
