Henry Lee

AI, bc and tech trends. Product @GoKiteAI . Founder @SuperteamMY. Prev research @UniofOxford & ex AI engineer @Google-backed unicorn @Oxa_UA.

[Henry Lee @Henryleemr]

team worked really hard for this and kudos to both the business and tech team for joining the Linux’s Agentic AI Foundation 🚀

time to kick things into overdrive, we’re looking for people who want to build with us, especially on the following use cases

> agentic payments
> agent governance and control
> agentic identity
> stablecoins and defi
> agent builders and launchers

higher 🪁 @GoKiteAI

[KITE AI @GoKiteAI]

Kite is proud to join the @linuxfoundation’s Agentic AI Foundation (AAIF), working alongside @OpenAI, @AnthropicAI, @blocks, and members including @Google, @Microsoft, @awscloud, @Cloudflare, and @business to advance open standards and interoperable infrastructure for the agentic AI era.

With AAIF’s community stewardship of foundational projects such as MCP, https://t.co/0Cmx1vBRyM, and goose, Kite will contribute our perspective on verifiable identity, programmable governance, and stablecoin native settlement so autonomous agents can execute end to end with clearer policy boundaries, stronger accountability, and auditable outcomes at production scale.

[Henry Lee @Henryleemr]

@0xLaughing 没看见呢

[Henry Lee @Henryleemr]

yes cheers until the next one 🪁 🍻

[Laughing🪁 📍Bitcoin Asia🇭🇰 @0xLaughing]

Coinfest 结束了，在不同大会期间去过很多次 Binance Club House，但这是第一次 @GoKiteAI 作为活动合作方参与

感谢 Binance marketing team，不得不说从前期筹备到现场的落地执行都非常专业。整个活动有点像一个成人版游乐园，除了听嘉宾分享和 networking，还可以参加很多小游戏，待一下午也不会觉得无聊，傍晚还能在海边看日落

下次就是曼谷币安区块链周见了！

@binance @binancezh

[Henry Lee @Henryleemr]

@0xLaughing 这表情包能帮我找到对象吗

[Henry Lee @Henryleemr]

@covachong @0xLaughing @GoKiteAI 有吗

[Henry Lee @Henryleemr]

thanks for listening to our sesh! 🪁

[Maxim Moris @MaximMoris]

🧉 Spending the day at Binance Club House during @CoinfestAsia.

This is exactly the kind of event I enjoy. A great setting, views, and plenty of interesting insides throughout the day.

Thanks to @binance for another 10/10 event.

[Henry Lee @Henryleemr]

stay tuned for more ! 🪁

[Laughing🪁 📍Bitcoin Asia🇭🇰 @0xLaughing]

Henry @Henryleemr and I will be at @binance Clubhouse Bali tomorrow.

If you’re there too, come say hi. We’d love to connect with builders, users, and the wider community.🙌🏻

#bali #coinfest

[Henry Lee @Henryleemr]

@ClaraChengGo Bro…

[Henry Lee @Henryleemr]

not only does AI make building less of a moat now with vibe coding, but its weakening the advantage of distribution too

why? because agents dramatically reduce switching costs

with agents users can migrate from one platform to another much easier

migrating your playlists from youtube music to spotify? use an agent

migrating your journal / code / emails / calendars to a new platform? use an agent

the harder it becomes to maintain user stickiness, the weaker incumbent's networks effects become in actuality

good news for entrepreneurs perhaps

[Henry Lee @Henryleemr]

people often say stocks return 10% a year over the long run

but that's actually specific to U.S. stocks during arguably the greatest century any economy has ever had as

post-war industrial dominance + winning the Cold War + the dollar becoming the global reserve currency (and for oil)

attracting the world's best talent + creating the internet + building the biggest tech companies

theres a lot of underlying assumptions to the "buy SnP and forget" rule

[Henry Lee @Henryleemr]

@tongnk Verbose word vomit now generated by ai

[Henry Lee @Henryleemr]

@tongnk The prophecy

[Henry Lee @Henryleemr]

seems + feels like claude mythos caused a security apocalypse since its preview announced

sapocalypse?

[Henry Lee @Henryleemr]

history might remember the internet less for changing how we live and more as the training data dump for AI

reddit already makes so much more millions $ selling posts to AI labs than most of us realize

same for stack overflow

maybe this was the whole purpose of the internet all along, to extract our thoughts into database to invent AGI

[Henry Lee @Henryleemr]

global cybersecurity costs in 2025: $1.14T/yr

global corporate economic profit in 2025: $1.2T/yr

companies are spending almost every dollar they make to defend what they built

and every new AI model expands the attack surface

does this mean with every new model released profits actually decrease?

[Henry Lee @Henryleemr]

hackers using AI are on a rampage now

one attacker used fake AI generated hand-held ID materials that still passed exchange’s verification and drained $1.7m from a user and it was not refundable

hedge funds in tradfi are being bombarded by auto generated cyberattacks that used to be done by hand

follow up post soon

[Henry Lee @Henryleemr]

hackers using AI are on a rampage now

one attacker used fake AI generated hand-held ID materials that still passed exchange’s verification and drained $1.7m from a user and it was not refundable

hedge funds in tradfi are being bombarded by auto generated cyberattacks that used to be done by hand

follow up post soon

[Henry Lee @Henryleemr]

team and i are once again grinding at ungodly hours

working round the clock, thanks for the support

[Henry Lee @Henryleemr]

looking kimi3 and qwen3.8-max releases, to just load K3, you need at least 16 H200 gpus

this is wildly different from Kimi K2 which enthusiasts managed to run just on a mac

basically K3 can only run in data centers with industrial power sources aka "not meant for households"

its becoming clear that open source models are becoming not so practically open in this new era

[Henry Lee @Henryleemr]

while at the other side of the ocean Micron is projected to be the most profitable US tech company, with $41B operating income estimate for Q4 FY2026

this beats Microsoft, Alphabet, Apple, and Meta!

[Henry Lee @Henryleemr]

global demand for tokens just keeps increasing and now data centers produce roughly 35 quadrillion tokens/month

token demand is insatiable while semiconductor shares plummet 👀👀

[Henry Lee @Henryleemr]

Samsung and SK Hynix alone expected to cover roughly 50% of South Korea's entire national debt

that’s them to pay ~$435B in combined corporate taxes over FY26–28

[Henry Lee @Henryleemr]

the memory boom was a zero-sum game

memory producers (MU, Samsung, SK Hynix, etc.) gained $493B in market cap while memory consumers (Apple, Microsoft, Meta, Amazon, Google) lost $500B

meaning liquidity moved from hyperscalers to memory