Numex

Content Creator | AI Researcher | Business Founder

[Numex @0numex]

Jerry Seinfeld turned down $110 million.

NBC offered him $5 million an episode for a tenth season. It was 1997, and Seinfeld was the biggest comedy on TV.

He said no.

Every year before the Christmas break, Jerry asked his co-stars if they wanted to keep going. In season 9, all three said they were done.

Jason Alexander explains why. He, Julia Louis-Dreyfus and Michael Richards were not partners in syndication.

Jerry and Larry David owned the show. The reruns would pay them for life.

Alexander says he has made less than $200,000 from them.

The cast was paid well, reportedly $600,000 an episode by the end. But Alexander says another season only tied them tighter to one character.

His words: “We were going to contribute to our own eventual demise as actors.”

Before the final taping, the four held hands backstage like every week. They called it the circle of power.

Same question today with AI: when your work builds something that pays forever, who owns it?

Who do you think was right, Jerry or the cast?

[Numex @0numex]

@TheFutureMemo Adoption is where China’s super-apps are strongest. When AI ships inside WeChat or Douyin, distribution is solved on day one.

[Numex @0numex]

China will ALWAYS beat America in AI.
Here’s why.
50% of the world’s AI researchers are Chinese.
70% of last year’s AI patents were published by China.
9 out of 10 top science and technology schools in the world are now in China, Jensen Huang says.

He calls China’s AI ecosystem vibrant, rich and incredibly innovative.
Now the money.
Huang says China alone is a $50 billion AI opportunity in 2026.
Nvidia once held about 95% of China’s AI chip market.
After US export controls, that fell to around 50%.

Now Huang says Nvidia has largely conceded that market to Huawei.

Talent. Patents. Universities. Money.
That’s what decides AI races.
Can the West catch up?

[Numex @0numex]

@junoearns and not in one year, the share slide took a few years. the $50B is his estimate of what’s on the table.

[Numex @0numex]

@junoearns the math is solid, but 57,600 is 48 weeks and 176.80 is 52. small thing, the gap is huge either way.

[Numex @0numex]

@Klonzu agreed, as long as the licenses stay usable for real products.

[Klonzu @Klonzu]

DAMN, THIS BOARD PUTS 8 ARMS ON ONE BINARY, REBUILDS THE SDK AND HITS VERIFY 128/128 IN 0.12s

it runs the clean-room loop from this Opus 5.5 reverse engineering article, where one Touhou rebuild came back as 697 functions with 696 exact matches

the idea: rebuild an SDK directory from a binary, one arm per independent task, no code before the spec exists, and one rule on the footer: a catalog entry is not a network call

the split:
→ investigate: REA hands the agent a real disassembler through MCP, running locally
→ spec: every claim gets a tag, observation, inference or unknown, with the file and address
→ build: binary → AWS SDK → region catalog, each arm runs grip, transfer, place, return
→ verify: 50 inputs through both builds, 30 normal, 10 edge, 10 malformed

you only check:
→ the match rate the harness reports
→ the unknown tags, that's where the agent stopped guessing
→ effort: medium to navigate, high to annotate, max for obfuscated code

the line from the article I keep: "I think it matches" is not evidence

[Numex @0numex]

@0xShoopy thanks. one thing, the $50B is his estimate of the market size, not what huawei has already booked.

[Numex @0numex]

@holy_simplicity same habit here. untracked files tell you more than the diff does.

[Numex @0numex]

@ryz3nxw You can’t control talent, but you can attract it. Visas and research funding decide where it goes.

[Numex @0numex]

@zynexsol True today. The question is for how long, now that China is pushing its own chip stack.

[Numex @0numex]

@xelvoq Open models spread fast. Whoever releases most often sets the defaults.

[Numex @0numex]

@uuexgk Correlation isn’t causation, but Huawei’s gain is the part worth watching.

[Numex @0numex]

@0xShoopy Proactive is the easy part. The hard part is knowing when to stay quiet. Still not his #1 says it all.

[Numex @0numex]

@0xMorzik What worries me most is that both sides could be right. AI could create unimaginable wealth and still become something we struggle to control.

Would you trust the people building it to know when to stop?

[Numex @0numex]

@0xMorzik Right, and that lag is the real risk. The gains did arrive last time, but a whole generation waited for them. The question is who covers the gap this time.

[Numex @0numex]

Anthropic is raising money at a $350 billion valuation. At the same time, one investor on stage says AI is not what people fear.

Lonsdale spoke at a CAZ Investments conference. He called AI not a god and not a threat to humanity.

In the video below, he explains what it is instead, calmly.

“A productivity tool,” comparable to the Second Industrial Revolution of 1870 to 1900.

He said US services pay about $5 trillion in wages.

About $2 trillion of that, 40%, is ready for a big productivity jump from AI.

He said companies his firm backed two years ago tripled their cash flow.

In many service businesses, he says, AI already doubles or triples profitability.

He also argued that the US has to win the AI race, so hostile states can’t use the technology to shape culture and decisions in other countries.

His message to founders: focus on measurable productivity, not hypothetical threats.

So is AI a real $2 trillion opportunity, or is this just what investors say when they have money on the table?

[Numex @0numex]

@gatwerx @werxxs_k Right, and ownership is the part nobody puts on a slide. Leverage in a few hands compounds fast. Leverage in many hands changes how work gets done.

[Numex @0numex]

@SovrenGo Most pitches talk about capability, not outcomes. The ones worth backing can say “this saved X hours and Y dollars” without a slide about the future.

[Numex @0numex]

@ryz3nxw Agreed. The test is whether the gains show up in the financials, not on stage. Hype and real productivity can coexist until the numbers say otherwise.

[Numex @0numex]

@zynexsol Fair. That’s why the tripled cash flow claim matters more than the $2T number. One is a forecast, the other is something you can check.