James.Fayal

UMD alum, @venture4america fellow, Founder @LiveZest, @helium Illuminati

[James.Fayal @JMFayal]

Why is @helium trading below the Burn-to-Mint Equilibrium (BME) price when the fundamentals look so damn good?

The short answer is a mix of the alt market being in the dumps and the mechanism being used to bring off-chain revenue on-chain avoiding the immediate buy-side demand that would usually drive BME.

[James.Fayal @JMFayal]

Thank f’in god

[Helium🎈 @helium]

The Helium Discord is coming back. We got this one wrong. We shut it down because we believed we were missing the larger deployer audience that didn't spend all day on Discord, but doing so removed a space the community relied on. We've heard that clearly.

The Network is entering its next chapter, and the community that built the Network is critical to our shared success. 🧵/1

[Helium🎈 @helium]

We're proud to report a strong Q1 for Helium 💪

•Data transfer +55% QoQ
•DAU avg +47.9% QoQ
•Network offload at major US events
•Telco capex evolving in Helium's favor
•New deployer tools live

Enjoy the report from @Blockworks and stay tuned for a Q1 Network Call in May!

[James.Fayal @JMFayal]

Lots of comments complaining about the human need to find purpose in work, but that misses the point. Most if not all of us eventually won’t be able to provide value comparable to low cost AI systems and robotics.

At that point work isn’t an option unless you’re willing to do it for comparable cost (effecfively free) and even then we’ll do most of it worse. In some form, this will require a value distribution mechanism. Like it or not, centralized governments are the best system we have to do that today.

We can hope for decentralized systems or whatever but history tends to follow the most pragmatic path even if it’s not the optimal one.

[Elon Musk @elonmusk]

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI.

AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

[James.Fayal @JMFayal]

Having to deal with context degradation on AI is gonna sound so fuckin dumb in a few years.

[James.Fayal @JMFayal]

@petermarteka Stonington Pizza hot lobster roll for $30. Best roll in CT hands down. The locals know, the tourist go to Abbots.

[James.Fayal @JMFayal]

First they came for Red No. 3
And I did not speak out

[The Boston Globe @BostonGlobe]

Robert F. Kennedy Jr. said he may potentially pull certain ingredients from the market if they can’t be proven safe, including ingredients from a Massachusetts staple: Dunkin'. https://t.co/OzCDPgZLCt

[James.Fayal @JMFayal]

@fmong What dashboard is this? Internal?

[James.Fayal @JMFayal]

@helium This was for questions before hand, it doesn’t really explain where the “live” conversation will happen among non-speaking participants. Reddit is fine, just make it clear that’s where it should happen.

[James.Fayal @JMFayal]

@helium I think we’re past the ideological phase of feeling that it’s against the “ethos” to have internal deployment team. If it would help the network and help the other deployers learn from people that actually deploy at scale, I think everyone would get behind it.

[James.Fayal @JMFayal]

@helium It also makes it hard to go back and forth with other participants live if it’s not centralized.

[James.Fayal @JMFayal]

@helium Ok but you need to explain where you want questions for live spaces. I just tagged you guys but had no clue. s.

[James.Fayal @JMFayal]

Why not role out an internal deployment team in DC? If you don’t want to manage it after sell it off to a local deployer. Accelerate the process, especially while the market is acting as a drag on deployment. https://t.co/tl1TPuULqy

[James.Fayal @JMFayal]

@AndrewYang Glad to see you still love a goofy ass picture.

[James.Fayal @JMFayal]

This period of scrambling to use the latest and greatest LLM model for each use case is going to look completely insane in hindsight.

[James.Fayal @JMFayal]

@helium IMO you guys should do an actual live AMA on Reddit. It’s where I’ve gotten the best engagement in the past. None of this pre-ask prepped answers junk.

[Helium🎈 @helium]

What questions do you have for the Helium core team?

🎙️ Live AMA: Thursday, Feb 5 @ 3 PM ET on X Spaces

https://t.co/NQxzB3z7p2

[James.Fayal @JMFayal]

@bbui @amirhaleem @helium I don’t think weekly is excessive, especially to start. There’s a big information void at the moment that needs to be filled. Bi-weekly in the future would be fine by me.

[James.Fayal @JMFayal]

I’d love to see a weekly @helium live AMA, maybe one on spaces and another on Reddit.

All of the raw data shows incredible progress but we lost a central point of communication when the discord shut down. People have questions and I’m seeing frustration fill that void.

What honest questions do you have? What improvements would you like to see?

Anyone that wants to spew bs without actually trying to contribute or suggest improvements can fuck off. This thread isn’t for you.

Cc @amirhaleem @abhay @HeliumFndn