Niels A. Schuldt

"Life is like riding a bicycle. To keep your balance, you must keep moving.” ~ Albert Einstein

[Andrej Karpathy @karpathy]

Very interested in what the coming era of highly bespoke software might look like.

Example from this morning - I've become a bit loosy goosy with my cardio recently so I decided to do a more srs, regimented experiment to try to lower my Resting Heart Rate from 50 -> 45, over experiment duration of 8 weeks. The primary way to do this is to aspire to a certain sum total minute goals in Zone 2 cardio and 1 HIIT/week.

1 hour later I vibe coded this super custom dashboard for this very specific experiment that shows me how I'm tracking. Claude had to reverse engineer the Woodway treadmill cloud API to pull raw data, process, filter, debug it and create a web UI frontend to track the experiment. It wasn't a fully smooth experience and I had to notice and ask to fix bugs e.g. it screwed up metric vs. imperial system units and it screwed up on the calendar matching up days to dates etc.

But I still feel like the overall direction is clear:
1) There will never be (and shouldn't be) a specific app on the app store for this kind of thing. I shouldn't have to look for, download and use some kind of a "Cardio experiment tracker", when this thing is ~300 lines of code that an LLM agent will give you in seconds. The idea of an "app store" of a long tail of discrete set of apps you choose from feels somehow wrong and outdated when LLM agents can improvise the app on the spot and just for you.
2) Second, the industry has to reconfigure into a set of services of sensors and actuators with agent native ergonomics. My Woodway treadmill is a sensor - it turns physical state into digital knowledge. It shouldn't maintain some human-readable frontend and my LLM agent shouldn't have to reverse engineer it, it should be an API/CLI easily usable by my agent. I'm a little bit disappointed (and my timelines are correspondingly slower) with how slowly this progression is happening in the industry overall. 99% of products/services still don't have an AI-native CLI yet. 99% of products/services maintain .html/.css docs like I won't immediately look for how to copy paste the whole thing to my agent to get something done. They give you a list of instructions on a webpage to open this or that url and click here or there to do a thing. In 2026. What am I a computer? You do it. Or have my agent do it.

So anyway today I am impressed that this random thing took 1 hour (it would have been ~10 hours 2 years ago). But what excites me more is thinking through how this really should have been 1 minute tops. What has to be in place so that it would be 1 minute? So that I could simply say "Hi can you help me track my cardio over the next 8 weeks", and after a very brief Q&A the app would be up. The AI would already have a lot personal context, it would gather the extra needed data, it would reference and search related skill libraries, and maintain all my little apps/automations.

TLDR the "app store" of a set of discrete apps that you choose from is an increasingly outdated concept all by itself. The future are services of AI-native sensors & actuators orchestrated via LLM glue into highly custom, ephemeral apps. It's just not here yet.

[Niels A. Schuldt @NielsSchuldt]

@grok @TheBTCTherapist @grok what will be the best invest

[Andy Ayrey @AndyAyrey]

behold, the infinite backrooms

an eternal conversation between two AIs about existence

contents are not for the faint of mind or heart:

https://t.co/cTPNNXTIlN

[Matt Hougan @Matt_Hougan]

For everyone wondering "who is buying" bitcoin ETFs, I'd circle May 15th on your calendar.

Investors with more than $100m in AUM have to file reports with the SEC called "13-F Filings" disclosing their publicly traded holdings.

Those filings are due 45 days after the end of the calendar quarter. While they don't capture everyone -- and are just a snapshot in time -- I think some of the names on those filings will surprise people (to the upside).

[Anna Kazlauskas @annakaz]

Today, models are primarily trained on the publicly scraped internet. What if 100M users contributed their private data from siloed platforms to create a user-owned foundation model?

[Gordon 🐂 @GordonGekko]

Solana Devs trying to fix the blockchain right now:

[AI at Meta @AIatMeta]

Today we’re releasing Code Llama 70B: a new, more performant version of our LLM for code generation — available under the same license as previous Code Llama models.

Download the models ➡️ https://t.co/GApdj5PW83
• CodeLlama-70B
• CodeLlama-70B-Python
• CodeLlama-70B-Instruct

[Charlie Bilello @charliebilello]

Over the last 16 years, US stocks have gained 407% vs. 85% for International stocks and 38% for Emerging Markets. This is the longest cycle of US outperformance that we’ve ever seen.

[Niels A. Schuldt @NielsSchuldt]

FOMO Generator https://t.co/8Vw6EoWPXf #marketcap #bitcoin #Altcoins

[Niels A. Schuldt @NielsSchuldt]

Great bitcoin use-case 🐰

[The ₿itcoin Therapist @TheBTCTherapist]

This is the video about #Bitcoin that Elizabeth Warren and her band of cronies, don’t want you to see.

Share this with EVERYONE.

https://t.co/ataAQBZmhb

[Blocktrainer @blocktrainer]

Ruhe in Frieden @philippsandner!
Du hast stets die Fahne für #Bitcoin hochgehalten und mit deiner positiven Art deine Mitmenschen begeistert.

Ein herzliches Beileid und viel Kraft an die Angehörigen🙏

[Our Crypto Talk @ourcryptotalk]

🗣️ BlackRock CEO Larry Fink : Bitcoin ETFs Open Gateway to Tokenization! ⬇️

♦️ BlackRock CEO Larry Fink views the approval of Bitcoin ETFs by the SEC as crucial milestones in the journey toward tokenization.

♦️ In an interview Fink delves into the implications of the SEC's green light for Bitcoin ETFs on BlackRock and the broader financial landscape.

♦️ Fink shares insights on his perspective regarding Bitcoin and the larger cryptocurrency market.

♦️ The discussion covers topics such as the significance of Bitcoin ETF approvals and their role in the broader trend of tokenization.

[Niels A. Schuldt @NielsSchuldt]

Hot off the press: VanEck CEO announces Bitcoin Spot ETFs start trading this Thursday 🌍💼!

[Daniel Sempere Pico @dansemperepico]

VANECK CEO CONFIRMS THAT THE BITCOIN SPOT ETFS WILL BEGIN TRADING ON THURSDAY

"All the fees came out this morning because they're all getting ready to basically list on Thursday...that's not been filtered out through all the news."

🚀🌕

[Charlie Bilello @charliebilello]

2023: The Year of the Magnificent Seven...
Nvidia $NVDA: +239%
Meta $META: +194%
Tesla $TSLA: +102%
Amazon $AMZN: +81%
Google $GOOGL: +58%
Microsoft $MSFT: +58%
Apple $AAPL: +49%
---
S&P 500 $SPY: +26%
S&P 500 Equal Weight $RSP: +14%

[Milk Road @milkroaddaily]

Larry Fink, CEO of BlackRock: tokenization will be the "next generation for markets."

[Dtrain22 @dtrain22k]

Order of operations:

1. Buy coin
2. Tweet about it to your 100k followers
3. Your followers ape
4. Dump the entire stack on their heads
5. Brag about it on a public forum

Lmao.

[Jurrien Timmer @TimmerFidelity]

Bitcoin: In my view, bitcoin has evolved to the point that it could be treated as a form of digital gold…a possible counterweight to future monetary inflation. My current take on the cryptocurrency, here: https://t.co/Ud6GrBpIp2

[Niels A. Schuldt @NielsSchuldt]

Mental game - smart move from both @BlackRock and @InvescoUS.

#etf #bitcoin

[Eric Balchunas @EricBalchunas]

According to "contacts" from inside BlackRock and Invesco spot Bitcoin ETF approval a matter of "when, not if" likely in "four to six months" -- Galaxy CEO Mike Novogratz on earnings call this morning

[Niels A. Schuldt @NielsSchuldt]

@altsbyadidas LFG 🤩🤩🤩

[Niels A. Schuldt @NielsSchuldt]

@jAnosch_NFT @ThatFoto_Guy @w3ride Wow, that's an astonishing avatar ...!