Sebastian Borek ❓ 🦇🔊

Blockchain/Web3 Investor & Evangelist / Co-Founder Founders Foundation & Hinterland of Things Conference, Bertelsmann, Finleap, HSG, NYU Alumni

[Sebastian Borek ❓ 🦇🔊 @Seba_Borek]

@christianmiele Wir reden ständig von Resilience und denken an Europäische Server oder Datenschutz. Die einzige Resilienz, die es gibt, ist Erfolg und Wirtschaftskraft. Alles andere ist Zeitverschwendung.

[Sebastian Borek ❓ 🦇🔊 @Seba_Borek]

@christianmiele Genau die Kombi!!!!!

[Brivael Le Pogam @brivael]

Elon Musk avait dit un truc qui m'avait marqué sur l'allocation de ressources. En substance : passé un certain niveau de richesse, l'argent n'est plus de la consommation, c'est de l'allocation de capital.

Cette phrase change tout.

L'économie, dans le fond, c'est juste un problème d'allocation. Tu as des ressources finies et des usages infinis. Qui décide où va quoi ?

Imagine une cour de récré. 100 enfants, des paquets de cartes Pokémon distribués au hasard. Tu laisses faire. Très vite, un ordre émerge. Les bons joueurs accumulent les cartes rares, les collectionneurs trient, les négociateurs trouvent des deals. Personne n'a planifié. Et pourtant chaque carte finit dans les mains de celui qui en tire le plus de valeur. Le système maximise le bonheur total de la cour. C'est ça, la main invisible.

Maintenant fais entrer la maîtresse. Elle trouve ça injuste. Léo a 50 cartes, Tom en a 3. Elle confisque, redistribue, impose l'égalité. Trois effets immédiats. Les bons joueurs arrêtent de jouer, à quoi bon. Les mauvais n'ont plus de raison de progresser, ils auront leur part. Les échanges s'effondrent. La cour est égale, et morte. Elle a maximisé l'égalité, elle a détruit le bonheur.

Le problème de la maîtresse, c'est qu'elle ne peut pas avoir l'information que la cour avait collectivement. C'est le problème du calcul économique de Mises, formulé en 1920. L'URSS a essayé de le résoudre pendant 70 ans avec le Gosplan. Résultat : pénuries, queues, effondrement. Pas parce que les Soviétiques étaient bêtes, parce que le problème est mathématiquement insoluble en mode centralisé.

Quand Musk a 200 milliards, il ne les consomme pas, il les alloue. SpaceX, Starlink, Neuralink, xAI. Chaque dollar est un pari sur le futur. Et lui a un track record. PayPal, Tesla, SpaceX. Il a démontré qu'il sait identifier des problèmes immenses et y allouer des ressources avec un rendement spectaculaire.

L'État aussi a un track record. Hôpitaux qui s'effondrent, éducation qui décline, dette qui explose, services publics qui se dégradent malgré des budgets en hausse constante. Le marché identifie les bons allocateurs, la politique identifie les bons communicants.

Le profit n'est pas une finalité, c'est un signal. Il dit : tu as alloué des ressources rares vers un usage que les gens valorisent suffisamment pour payer. Plus le profit est gros, plus la création de valeur est grande. Quand Starlink est rentable, ça veut dire que des millions de gens dans des zones rurales ont enfin internet. Quand un ministère est en déficit, ça veut dire qu'il consomme plus qu'il ne produit. L'un crée, l'autre détruit, et on appelle ça redistribution.

Dans nos sociétés il y a deux catégories d'acteurs. Les entrepreneurs et les bureaucrates. L'entrepreneur prend un risque personnel pour identifier un problème, mobiliser des ressources, créer une solution. S'il se trompe il perd. S'il a raison, ses clients gagnent, ses employés gagnent, ses fournisseurs gagnent, l'État collecte des impôts. Il est la cellule de base du progrès humain.

Le bureaucrate ne prend aucun risque personnel. Son salaire est garanti. Au mieux il maintient une rente existante. Au pire il la détruit par excès de réglementation, mauvaise allocation forcée, incitations perverses qui découragent ceux qui produisent. Mais dans aucun cas il ne crée.

Regarde les 50 dernières années. iPhone, internet civil, SpaceX, Tesla, Google, Amazon, Stripe, mRNA, ChatGPT. Toutes des inventions privées, portées par des entrepreneurs, financées par du capital risque. Pas un seul ministère n'a inventé quoi que ce soit qui ait changé ta vie au quotidien.

La France est devenue le laboratoire mondial de la dérive bureaucratique. 57% du PIB en dépenses publiques, record absolu. Une administration tentaculaire, une fiscalité qui pénalise la création de richesse. Résultat : décrochage face aux États-Unis, à l'Allemagne, à la Suisse. Fuite des cerveaux. Désindustrialisation. Dette qui explose.

Et le pire c'est que la mauvaise allocation s'auto-renforce. Plus l'État prélève, moins les entrepreneurs créent. Moins ils créent, moins il y a de base fiscale. Plus l'État s'endette et taxe. Boucle de rétroaction négative parfaite. La maîtresse pense qu'elle aide, et chaque année la cour produit moins.

Dans nos sociétés, ce sont les entrepreneurs, toujours, qui font avancer la civilisation. Les bureaucrates au mieux maintiennent une rente, au pire la détruisent. Aucune société n'a jamais progressé en taxant ses créateurs pour subventionner ses gestionnaires.

La question n'est jamais qui a combien. C'est qui alloue le mieux la prochaine unité de ressource pour maximiser le futur de l'humanité. La réponse depuis 200 ans n'a jamais changé. Ce ne sont pas les fonctionnaires.

[HH Sheikh Mohammed @HHShkMohd]

Under the directives of the President of the UAE, we launch a new government model. Within two years, 50% of government sectors, services, and operations will run on Agentic AI, making the UAE the first government globally to operate at this scale through autonomous systems.

AI is no longer a tool. It analyses, decides, executes, and improves in real time. It will become our executive partner to enhance services, accelerate decisions, and raise efficiency.

This transformation has a clear timeline. Two years. Performance across government will be measured by speed of adoption, quality of implementation, and mastery of AI in redesigning government work.

We are investing in our people. Every federal employee will be trained to master AI, building one of the world’s strongest capabilities in AI-driven government.

Implementation will be overseen by Sheikh Mansour bin Zayed, with a dedicated taskforce chaired by Mohammad Al Gergawi driving execution.

The world is changing. Technology is accelerating. Our principle remains constant. People come first. Our goal is a government that is faster, more responsive, and more impactful.

[Brian Armstrong @brian_armstrong]

Coinbase is testing AI agents that show up in slack/email at work, just like any human teammate. To start we're shipping two which are modeled after legendary former Coinbase employees, @FEhrsam and @balajis. (Who brutally frame mogged who in this matchup?)

Soon, it will be easy for any employee to spin up a new agent for themselves or their team. I suspect we will have more agents than human employees at some point soon.

[TBPN @tbpn]

Sequoia’s @JulienBek says many of their founders are now wondering if they’re “just an iteration away” from AI labs destroying their business.

He says the most defensible companies - and potentially the next trillion-dollar company - will be “a software business that masquerades as a services firm.”

“If you sell tools today, you’re really in the line of sight for the models and you’re effectively competing with the next generation that they’re going to launch.”

“Whereas if you sell the work, you’re actually benefiting from what the models are doing and all the billions of dollars that are going towards AI.”

From his appearance on the show in March.

[Ben Cera @Bencera]

The next $1 trillion startup will sell AI employees.

Not tools. Not copilots. Employees

[Chris Pisarski @chrispisarski]

one of the best sales advice we picked up during YC is the "McKinsey Model"

a lot of deals at early-stage startups die for the same reason:

your champion is afraid to advocate for your product

if they push for it internally and it doesn't work out, their job is on the line

so they never come back to you and hit you with the "we need to align internally first"

that's why you need to be their McKinsey consultant: instead of them pitching, you personally take the blame

after every demo, send them:
- a one-pager
- a security doc
- an ROI calculator with their numbers
- useful context/overview of your industry that can help with what they're struggling with right now
- a pre-written slack message they can forward

make it as easy as possible for your champion to forward your material without them feeling responsible for integrating your solution or "fighting" for it

[vitrupo @vitrupo]

Medicine is becoming programmable.

Basecamp Research CEO Glen Gowers says we can now identify the gene behind a disease, design a protein, and insert a healthy copy.

Personalized medicine has been talked about for decades.

Now we can program it.

[Sebastian Borek ❓ 🦇🔊 @Seba_Borek]

@rdominguezibar @grok please validate

[Sebastian Borek ❓ 🦇🔊 @Seba_Borek]

The current System is a waste for everyone, including the teachers.

[Dustin @r0ck3t23]

Elon Musk thinks the entire education system is built on a broken assumption.

That every student should learn the same thing. At the same speed. In the same order. At the same time.

Musk: “Everyone goes through from like 5th grade to 6th grade to 7th grade like it’s an assembly line. But people are not objects on an assembly line.”

The model was designed for a factory economy. Standardized inputs. Predictable outputs.

That economy is gone. The assembly line is gone.

But the education system still runs on its logic.

A student who masters algebra in two weeks sits through eight more weeks because the calendar says so. A student who struggles gets dragged forward because the schedule doesn’t wait.

Neither is being served. Both are being processed.

Musk: “Allow people to progress at the fastest pace that they can or are interested in, in each subject.”

AI doesn’t teach a classroom. It teaches a student.

One at a time. Every time.

It skips what a student already knows. It finds where they’re stuck and approaches it from a different angle.

It adjusts in real time. Not at the end of a semester when the damage is already done.

A student obsessed with basketball learns fractions through shooting percentages. A student who builds in Minecraft learns geometry through architecture.

The subject doesn’t change. The entry point does.

No teacher with thirty students can do this. Not because they lack skill.

Because the math doesn’t work.

AI doesn’t have that constraint.

Musk: “You do not need to tell your kid to play video games. They will play video games on autopilot all day. So if you can make it interactive and engaging, then you can make education far more compelling.”

The brain isn’t broken. The format is.

Kids learn complex systems and strategic thinking for hours voluntarily. Then walk into a classroom and can’t focus for twenty minutes.

That’s not a discipline problem. That’s a design problem.

Musk: “A university education is often unnecessary. You probably learn the vast majority of what you’re going to learn there in the first two years. And most of it is from your classmates.”

Four years. Six figures of debt.

And the real value comes from the people sitting next to you. Not the institution charging you.

The degree doesn’t certify knowledge. It certifies endurance.

Musk: “If the goal is to start a company, I would say no point in finishing college.”

The system was built to train employees. If you’re not trying to be one, it has nothing left to offer you.

Every lecture. Every textbook. Every curriculum. Now available instantly. Personalized to any learner. Adapted to any pace.

The question isn’t whether the old model survives.

It’s how long we keep forcing students through it while the replacement already exists.

[Sebastian Borek ❓ 🦇🔊 @Seba_Borek]

@christianmiele 100%

[Sebastian Borek ❓ 🦇🔊 @Seba_Borek]

Can not stop thinking about it either …

[GREG ISENBERG @gregisenberg]

Sometime in the next 2-3 years agents will be using the internet more than humans

We designed the whole thing for human eyes, human emotions, human attention spans

Agents do not have any of that

The internet as we know it was built for the wrong user

The opportunity is rebuilding everything for the new user

Agent-native search. Agent-native commerce. Agent-native discovery

Every category is open again

I can't stop thinking about it.

[Sebastian Borek ❓ 🦇🔊 @Seba_Borek]

Let’s do it

[Chris Dixon @cdixon]

Congress has worked tirelessly to give builders the rules they need.

It’s time for members of the Senate on both sides to hammer out the final details of the Clarity Act.

When rules are defined, both consumers and entrepreneurs win. 

The GENIUS Act unlocked stablecoin innovation.

The Clarity Act can do the same across crypto.

[Sebastian Borek ❓ 🦇🔊 @Seba_Borek]

@PeterDiamandis This is so logical but will not happen - most will die

[Anthony Pompliano 🌪 @APompliano]

The uncomfortable truth is that AI agents are smarter than humans.

The ramifications are wildly under-appreciated so far.

[Sebastian Borek ❓ 🦇🔊 @Seba_Borek]

@christianmiele Wir sollten drüber nachdenken, wie wir optimal und klug mit China kooperieren. Zum Beispiel im Bereich Robotics wäre ein Joint Venture mit klaren Spielregeln sinnvoll.

[Marc Andreessen 🇺🇸 @pmarca]

Every security flaw discovered by AI was there before AI, waiting to be discovered either by people or by AI. The world has never been good at securing computer systems; finally with AI we are going to get good.

[Sebastian Borek ❓ 🦇🔊 @Seba_Borek]

@elonmusk Human Labor will be cheap