sean

👽 green&clean/music/nonprofit/freedom/ag spaces

[sean @Cryptolland]

@LevinBurant @Ze1ooooo yooo Dude, what's terrible about it? just bad UX?

[sean @Cryptolland]

@EigenGender reading about bluetooth mesh networks and writing to myself about them

[Clark Tang @_clarktang]

Extra outtake clip from latest @BG2Pod with Jensen @altcap

Contrary to popular hypersensationalist rhetoric -- that we are in a massive AI glut -- we are likely in a stretch of structural compute shortage.

Google announced in May that tokens had grown 50x y/y, and doubled again by July 2025 (100x) to 1 quadrillion monthly tokens.

In that period - algorithmic and hardware advances improved efficiencies by ~10-15x - which means Google had to increase accelerated compute dedicated to token generation by 3-10x. Our estimate is that Google increased accelerated compute by ~3x during the period - which means that they had to pull compute from training, recommenders, etc to allocate to token generation.

Significant algorithmic advancements (Flash Attention, quantization, MoE), and infrastructure investments (prompt caching, batching) have driven much of that efficiency, but counting on the hardware to get better is something the industry is counting / relying on.

We used to be able to ride Moore's Law / Dennard scaling to improve compute per watt.

But now... we have to rely on $NVDA / hardware ecosystem (Google, $AMD, etc) to drive 2-4x improvement per generation (Huang's Law).

People underestimate the strain of exponentials on human systems - that are hard coded to think linearly...

The total global accelerated compute base is probably ~8 GW of installed capacity on my math and analysts have estimated growth to increase to 10x to ~80 GW globally by 2030.

Even assuming all of that capex gets done, and Nvidia continues to push yearly roadmap (generating 2x y/y performance uplift), the 10x power increase should equate to ~50x increase in compute.

We just had 100x AI usage increase in 1 year from Google's testimony. OpenAI, Google, Anthropic are in structural shortage of compute - each bit they bring online is fully invested in serving their users. And that is without even expanding into true video / world models, robotics, or long horizon thinking to find novel breakthroughs.

What could change this trajectory? If the algorithmic efficiencies we are gaining from new breakthroughs outstrip the exponential increase in current demand -- and FUTURE demand. Investors hyperventilated at DeepSeek's release earlier this year, but their gains were outweighed by the increase in demand created by reasoning.

[sean @Cryptolland]

Aonishikiiiii, but Onosato also doin work! Day 12 Aki Basho

[sean @Cryptolland]

@freemanjiangg fastest mode of transportation hands down in NYC. and most fun

[sean @Cryptolland]

@josephpalbanese how are you dealing with licensing? just not worrying about it for now?

[sean @Cryptolland]

@lex_node atleast for private markets

[sean @Cryptolland]

@lex_node big problem still with equity is 12g. https://t.co/I3o0G1vTsx

still need an intermediary single line item equity owner that can then open up beneficial interest ownership to theoretically an unlimited amount of individuals/entities

[sean @Cryptolland]

and miles with the final point, which i agree with. control should be the unifying principal. and aligns with what we're all working towards imo. decentralization. power to the people

[sean @Cryptolland]

live tweeting
https://t.co/1ZH592y6xx

[sean @Cryptolland]

yea it's an important point. a big reason the US securities markets are so massive and trusted is because of periodic disclosure requirements. this what intelligent investors need and want to trust and invest big $$ into an enterprise

[sean @Cryptolland]

@lex_node @milesjennings 1000%
the SEC could easily add clarity by defining decentralization. and it's not like every token that doesnt meet decentraliztion requirements is a security. but every token that DOES hit decentralization requirements loses its securities status