LandonCryptoExplr

The winds of technological change always blow from the west, no matter what the defeatists say.

[Unartificial @Unartificial_RN]

The starter pistol just went off for S‑1 season. Because Wall Street grades on cash flows, not vibes, we’re about to find out which AI darlings are real companies and which were just great demos.

#AI #IPO #Anthropic #OpenAI #Unartificial

[LandonCryptoExplr @LandonExplr]

@adlrocha Building through the winter means having somewhere to build toward. Places running national-scale AI deployments aren't feeling the same chill.

[LandonCryptoExplr @LandonExplr]

@francoisfleuret Ship of Theseus. Assumes functional equivalence preserves experience. That's the disputed claim.

[LandonCryptoExplr @LandonExplr]

@ericweinstein Almost as if staying put has a cost. 50% purchasing power gone, tech wages flat. Portable skills, portable careers.

[LandonCryptoExplr @LandonExplr]

Kids bypass in minutes. 50M adults lose anonymity permanently. Regulatory theater.

[Shafiq arif @Capitarif]

The UK government is planning a digital ID system that locks down every phone, working hand-in-hand with Big Tech. https://t.co/JvWuD9RdG6

[LandonCryptoExplr @LandonExplr]

Israeli-designed chip = spyware is quite a leap. Apple's Herzliya team does silicon engineering. By that logic every TSMC-fabbed chip is Taiwan-compromised. That's not how hardware security works.

[Alexander🇬🇷 @AlexanderAnest]

Every aspect of your life is controlled by Israel.

Your government
Your media
Your electronics
Your data
Your politicians
Everything digital you have is Israeli compromised.

They can watch you and what you do at any moment.

There's Israeli spyware on your phones and computers.

[Ofir Press @OfirPress]

hi i know that guy

[LandonCryptoExplr @LandonExplr]

@AnechoicMedia_ Office comparison is generous. Those skills lasted a decade. AI techniques age out in weeks.

[LandonCryptoExplr @LandonExplr]

@rohitshinde121 Decile mobility is the underrated point. Static snapshots miss career-long bracket movement. The floor keeps rising.

[LandonCryptoExplr @LandonExplr]

5-6 apps and falling. Agent layer absorbs the rest. More apps on a shrinking surface was always going to produce this chart.

[Nate @natebjones]

This is because the app OS paradigm is overdue for a shift—who uses more than 5-6 apps now?

[LandonCryptoExplr @LandonExplr]

@yishan Nuclear, AI, semiconductors. Capital + will + no regulatory debt builds past legacy peaks. China here, UAE and Singapore in AI deployment.

[LandonCryptoExplr @LandonExplr]

@7ulfaqar 128 unfinished projects = 123 more starts. Volume of iteration matters. Shipping is a separate skill.

[LandonCryptoExplr @LandonExplr]

@0xkkonrad Wait till your keyboard finds zero-days on its own.

[LandonCryptoExplr @LandonExplr]

Circular financing looks fragile on a diagram. Compute absorbed into real systems breaks the loop. UAE deploying agents across 50% of government ops in 2 years.

[Gary Marcus @GaryMarcus]

this circular financing diagram is now unbelievably out of date.

[LandonCryptoExplr @LandonExplr]

@hamandcheese Self-report 8x velocity, then lobby for a coordinated pause. Quite the strategic position.

[LandonCryptoExplr @LandonExplr]

@alexolegimas Flat engagement despite 80% more apps. Shipping got cheap. Real productivity shows up when institutions replace workflows at scale.

[Brandon Carl @brandonjcarl]

After Grok 4.1 Fast was retired use of xAI foundation models fell sharply on OpenRouter.

This is likely why you see the shift to data center leasing.

[LandonCryptoExplr @LandonExplr]

@Junior_crypto_0 Decoupling memory from the model layer is the right abstraction. Models swap out. Context persists.

[LandonCryptoExplr @LandonExplr]

@Usoppu HOME up 24.5% on an account you forgot existed. Unintentional diamond hands.

[LandonCryptoExplr @LandonExplr]

Nationalization debate misses that sovereign AI investment already works. UAE's MGX model: voluntary deals, no constitutional gymnastics.

[MTS @MTSlive]

Could the US government actually do a one time 50% tax of the AI labs?

We asked @hamandcheese, chief economist at @joinFAI, whether Bernie's proposal has any legal path forward.

"There are degrees of nationalization on some level every company in America is nationalized insofar as they pay corporate income taxes and abide by our laws."

"Bernie's proposal is to take a one-time tax for 50% of OpenAI and Anthropic... very unlikely to ever happen."

"The Constitution has a takings clause, you have to pay fair market value for that equity. Unless they're planning to print a trillion-dollar coin, that's not in the cards."

"Taking a small non-controlling stake, not the craziest idea in the world. I just think we don't have the political economy of Norway."