Alon Shavit ◘

Co-Founder @uprightventures | Web3 thinking, Bitcoin hodling, middle eastern food enthusiast

[Alon Shavit ◘ @alonshavit_]

Very inspirational talk by @imax153 from https://t.co/l7tVzyL8au at The LAB Miami.

Future companies will operate more as autonomous software factories with human supervision.

[Alon Shavit ◘ @alonshavit_]

What shifts may drive companies like NVIDIA to a 10T valuation?

1. Data centers are turning from warehouses into factories. Warehouses don't make much money. Factories directly correlates with the company's revenues.

Computers used to mainly serve as retrieval systems. A human pre-write something, pre-record or draw something, we put it in a file on the web, and we use a recommender system to figure out what to retrieve for you.

Now, AI computers are contextually aware, which means it has to process and generate tokens in real time. So we went from a retrieval-based computing system to a generative-based computing system. We need a lot more computation in this new world.

2. We have effectively commoditized intelligence. These AI factories are generating commodities that are valuable to so many different audiences that the tokens are starting to segment. You have free tokens, you have premium tokens, and you have several tokens in the middle. So intelligence, as it turns out, is a scalable product.

The idea that somebody's willing to pay $1000 per million tokens is just around the corner. It's not if, it's only when. We're gonna discover new drugs, new math, new products, and new services.

Tokens per second per watt, and every token has value.

3. Token factories had their IPhone moment with products like: Claude Code, Codex and agents like OpenClaw.

These are my main takes from this interview with Jensen. Not financial advice.

https://t.co/egJhrUjrIO

[Alon Shavit ◘ @alonshavit_]

Really one of the best AI products I tried @ndrewpignanelli highly recommended to checkout.

[andrew pignanelli @ndrewpignanelli]

The new Cofounder site is literally a step-by-step guide on how to start a company.

When i started my first company there was all sorts of stuff i had to learn and all of the guides were SEO maxxed slop. Now there's a real one written by experts and u can download it.

[marek.celo.eth 🦇🌳 @marek_]

Does this mean that AI inception is now possible?

[Jokers of Neon @jokers_of_neon]

Season 2 is officially LIVE.

Fresh start.
Fresh meta.
Fresh leaderboard.

Curious about what’s new?
Let’s break it down ↓

[Udi Wertheimer @udiWertheimer]

here’s how i made this BANGER video with @openclaw in 5 minutes

(500x FASTER and BETTER than any “AI slop video agency” would’ve done it)

1. i heard that seedance 2 is an amazing video model but in closed beta. told my bot (using opus 4.6) to find a way for me to get in. it did

2. i uploaded an old image i had of the bald wizard riding a bicycle in the air next to a price chart in the clouds

3. i used voice dictation to haphazardly describe what i want. no “prompt engineering” i just puked all of my thoughts into it: the video should be inspired by the dreamworks intro, wizard should ride a bicycle in the air up and down a price chart and go to the moon, also add cool cinematic camera movements, i have no idea what i’m not a cinematographer, just make it look cool

4. then i told it to find prompt samples and best practices from the last 24 hours of people using seedance 2, and use those structures to turn my instructions into a prompt

5. it worked. prompt was long, detailed, and organized. sent it directly to seedance 2. result was impressive but not perfect.

6. instead of explaining what i didn’t like i asked openclaw to start another agent using gemini 3 and use its video vision (best in class) to see exactly what was wrong and adjust the prompt to avoid it

7. it did. second generation was perfect. i didn’t need to do any editing. music was perfectly synced with the action, it slowed down when it needed to, faded to black at the right moment, basically perfect. tbh i didn’t like the “title screen” at the i felt it was a bit tacky. but i already spent 5 minutes on this which is way too much time so whatever. if i really wanted to i could probably have openclaw use nano banana pro to generate the title screen and use it as last frame with seedance 2

tldr if you wasted the last 6 months learning how to perfectly prompt veo 3 or kling, i’m sorry for your loss

[Alon Shavit ◘ @alonshavit_]

@FundingCommons Privacy means many different things to different people and can run deeper across the layers of the blockchain stack then I realized.

[Alon Shavit ◘ @alonshavit_]

The @FundingCommons event at Buenos Aires 🇦🇷 was incredible! Some footnotes from my talk and insights from the event

[Alon Shavit ◘ @alonshavit_]

@FundingCommons Brazil accounts for nearly one-third of all LATAM crypto activity. Argentina ranks second regionally with $93.9 billion in transaction volume. Big share of volume around Stablecoins.

Source:

https://t.co/ylPmeAKZQi

[Alon Shavit ◘ @alonshavit_]

@FundingCommons Stablecoin adoption is already happening in LATAM. 86% of Latin American firms report having already established partnerships to support stablecoin integration.

Source: https://t.co/fkVdTaGcnd

[Funding the Commons @FundingCommons]

Innovation isn’t a solo act—it’s an ecosystem. 🌎

As CEO of @uprightventures, @alonshavit_ supports Web3 founders building open financial systems and shared digital infrastructure.

Hear from him at FtC Buenos Aires on November 19.

[Alon Shavit ◘ @alonshavit_]

These are mine:

- T-Bill levels yield at all times. No lock period. For all accounts.
- Full fledged Access Control (and privacy). Only one source of truth you can share - no need to duplicate info when sharing with accounting. This can also solve wider problems like government spending which stems from the need to sync sources.
- Transactions can create obfuscated info which contributes to price discovery.
- No loss of transaction history including squashing - so all your Macy's / Costco purchases are itemized and you can query something like: “how much did I spend on coffee in 2018?”
- Unified naming convention with versions and reference to legal entities (DNS).
- Clear protocol for subscriptions, where if you didn’t use a service or agent you get notified - preventing people from forgetting about their subscriptions.

[Self @selfxyz]

🚨 Breaking news: @GoogleCloud is integrating Self's proof-of-humanity ZKPs to bring new use cases powering AI adoption & Web3 innovation for human users

🧵 Read more about how Google Cloud & Self are ushering in the era of data privacy ↓

[Alon Shavit ◘ @alonshavit_]

@EliBenSasson Stateful Internet. A network that not only transfers information but can inherently hold state.

[Alon Shavit ◘ @alonshavit_]

We put together the B.E.S.T practices for effectively pitching your project to investors. Hope it's helpful!

[Alon Shavit ◘ @alonshavit_]

My personal key takeaways from the conversation:
- We are still early on AI even at the basic algorithm level, which is great news for founders. AGI will probable need 2-3 more breakthroughs at the magnitude of transformers. Was cool to see the launch of @deepseek_ai R1 as an example of how much more efficient we can get.
- What models still missing is grounding / a coherent representation of the physical world and a way to use it to limit the range of possible outputs.
- Resources needed to push AI research forward are still massive.

Looking forward to @grok 3 release with live demo tonight 🍿 curious to learn about their progress.

[Alon Shavit ◘ @alonshavit_]

Had a great time chatting about AI, consciousness and the road toward AGI with my friend Dr Elad Liebman last month. @Yesitsmeelad is the most interesting AI researchers I know, love the way he combines ideas from different fields and schools of thought.