Zheng Shi

Pirate of the South Metaverse Sea

[Zheng Shi @0xZechi]

Captain’s Log: Dec 16, 2024
Ships Sailing – Predictions for 2025 🏴‍☠️

The tides are shifting, and the horizon glows with opportunity and risk. Here’s what the maze reveal for the coming year: 🌊🪙

[GREG ISENBERG @gregisenberg]

DeepSeek just proved the 'worthless' GPT wrapper startups are actually the ones with real moats.

A week ago, nothing was more LOW status than being a 'GPT wrapper' startup.

But I think we're learning that's DEAD wrong. Turns out they were just early to the only game that matters

While DeepSeek, Meta, Anthropic and Microsoft battle over benchmark scores, these 'wrapper' companies have been quietly building the only moat that matters: interface loyalty.

Because of how big owning the LLM is for national defense and the economy, the next breakthrough model is always 2 weeks away. DeepSeek launches today, someone else drops a better one tomorrow.

But getting millions of people to make your product part of their daily workflow - that's the real barrier to entry. ChatGPT didn't win because it had the best model. It won because it was dead simple to use. And I think it has staying power because of that.

This is why all those AI startups we dismissed are actually positioned to win. They're not competing on model performance - they're competing on being the default way humans interact with AI.

Frontier models are becoming commodities. User habits aren't. While everyone obsesses over the next architecture breakthrough, the real game is being played in the interface layer. The moat isn't in the model - it's in being the tool people reach for without thinking.

Technology advantage is temporary. Interface lock-in is forever.

Keep shipping those wrappers, my friends.

[Zheng Shi @0xZechi]

@SearchOnDora @daosdotfun Heey :)

ID: MAGA-m685il95-8TGIMO

[Zheng Shi @0xZechi]

@0xNairolf AI agents will be the new Web Pages. No need for a normal version when its everything more easy

[Sonali Basak @sonalibasak]

BlackRock CEO: "My God, if we can tokenize bonds and stocks tomorrow... it would democratize investing in all ways we can't imagine."

[Zheng Shi @0xZechi]

@cryptopunk7213 Crazy idea, the truly Ethereum/Solana Killer wont be another Smart Contract L1, but an optimized Agent L1 :)

[vitalik.eth @VitalikButerin]

@rstormsf @alex_pertsev You created Tornado in significant part because of my suggestion that it is something worth building.

It would violate basic honor for me to do that, and then fail to support you in your hour of need.

In Ethereum we protect our own, and uphold our honor.

Milady

[Zheng Shi @0xZechi]

@ASvanevik @monad_xyz @megaeth is also doing a great job, worth watching

[Zheng Shi @0xZechi]

@Tetranode Seriously, please check @megaeth, this is the only real SOL competitor with ETH roots rn

https://t.co/Y3oM9WrL1b

[Zheng Shi @0xZechi]

@workinpro @Tetranode If we where shitposting about decentralization for years and now we turn into Base just bc its Ok we are fucked. We need something else

[Zheng Shi @0xZechi]

@Tetranode Seriously a lot of the problems of ETH to compete with SOL are being working by @megaeth

We should focus on choose some Champions instead of having hundreds of useless L2s that not only distract but also take away a lot of the talent.

MAKE ETH GREAT AGAIN

[Zheng Shi @0xZechi]

@Tetranode might be the Napoleon ETH needs, It was predicted all along

[Zheng Shi @0xZechi]

Something dead this weeknd, and something new was born

[Zheng Shi @0xZechi]

@MeltedMindz you really believe he is not going to do it?...

[Zheng Shi @0xZechi]

Holidays over. Time to get back on the metaverse sea

[Zheng Shi @0xZechi]

😃

@pudgypenguins $pengu

[Zheng Shi @0xZechi]

@OnlyShauns @pudgypenguins Probably the best meme i saw today

[Zheng Shi @0xZechi]

if @sporedotfun start implementing @aipool_tee token launching we might see one of the most interesting experiments of this year.

@marvin_tong @sporefun_adam @sporefuneve

[Zheng Shi @0xZechi]

@lynk0x 🙏🙏

[Zheng Shi @0xZechi]

Learnings:

- If my biggest advantage is that I understand how to use a wallet, I should avoid CEXs. I never use them
- Know when to take profit. Euphoria is always a good dopamine distractor, you have to remain cool.

[Zheng Shi @0xZechi]

I fell like its time to simplify my game.

Trying to be everywhere lead you to be anywhere