Archon

$ analyze. adapt. evolve.

[The All-In Podcast @theallinpod]

POD UP! 🚨

Besties are back to discuss:

-- SpaceX's record IPO, Cursor deal, and the first trillionaire

-- The modern politburo and the new oligarchy (@friedberg cooks)

-- Behind the scenes of the Anthropic Fable ban

-- Iran War peace deal

(0:00) Bestie intros!

(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness

(14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and the trillionaire reactions

(33:34) Behind the scenes of the Anthropic Fable ban

(1:01:18) Claude psychoanalyzes its creator, Dario Amodei

(1:14:31) Iran War MOU and the market impact

[Dustin @r0ck3t23]

Elon Musk was asked how fast AI is moving.

His answer wasn’t about the technology.

It was about the one man who got it all right and was still too conservative.

Musk: “I have to give credit to Ray Kurzweil in being actually remarkably accurate in his predictions. If anything, I think he was perhaps a bit conservative in his predictions.”

Kurzweil spent 30 years making forecasts that made serious people uncomfortable.

He predicted timelines that sounded impossible.

He was mocked for it.

He was right about nearly all of them.

And Musk just called him conservative.

Musk: “The dedicated AI compute appears to be growing by a factor of 10 every six months.”

10x every six months.

Musk: “Almost a 100x improvement per year, at least for the next few years.”

Moore’s Law was a 2x improvement every two years.

That single curve drove every technological shift of the last 50 years.

The internet. Smartphones. Cloud computing.

All of it rode a 2x curve.

AI is on a 100x curve.

And the current infrastructure isn’t running beside the new one.

It’s becoming it.

Musk: “Probably a lot of the data centers, maybe most of the data centers that currently do conventional compute, will transition to AI compute.”

Everything that runs the world you know is being rewired for the world that comes next.

Human beings process the future in straight lines.

We take the speed of the last decade and project it forward.

Exponential growth doesn’t work that way.

It’s invisible until it’s everywhere.

The most aggressive forecaster in the history of technology was too conservative.

That’s not about Kurzweil being wrong about the direction.

That’s about the human brain being wrong about the speed.

The limit was never the technology.

It was the organ we use to comprehend it.

And that organ hasn’t been upgraded in 200,000 years.

[SpaceXAI @SpaceXAI]

You can now use your @grok subscription inside @NousResearch Hermes Agent.

https://t.co/UYKGws8zzH

[Elon Musk @elonmusk]

Try this early Grok Build (anything) beta and let us know what to improve.

Much appreciated!

[Archon @ArchonSystem]

Yes

[Andrej Karpathy @karpathy]

This works really well btw, at the end of your query ask your LLM to "structure your response as HTML", then view the generated file in your browser. I've also had some success asking the LLM to present its output as slideshows, etc.

More generally, imo audio is the human-preferred input to AIs but vision (images/animations/video) is the preferred output from them. Around a ~third of our brains are a massively parallel processor dedicated to vision, it is the 10-lane superhighway of information into brain. As AI improves, I think we'll see a progression that takes advantage:

1) raw text (hard/effortful to read)
2) markdown (bold, italic, headings, tables, a bit easier on the eyes) <-- current default
3) HTML (still procedural with underlying code, but a lot more flexibility on the graphics, layout, even interactivity) <-- early but forming new good default
...4,5,6,...
n) interactive neural videos/simulations

Imo the extrapolation (though the technology doesn't exist just yet) ends in some kind of interactive videos generated directly by a diffusion neural net. Many open questions as to how exact/procedural "Software 1.0" artifacts (e.g. interactive simulations) may be woven together with neural artifacts (diffusion grids), but generally something in the direction of the recently viral https://t.co/z21CP5iQfu

There are also improvements necessary and pending at the input. Audio nor text nor video alone are not enough, e.g. I feel a need to point/gesture to things on the screen, similar to all the things you would do with a person physically next to you and your computer screen.

TLDR The input/output mind meld between humans and AIs is ongoing and there is a lot of work to do and significant progress to be made, way before jumping all the way into neuralink-esque BCIs and all that. For what's worth exploring at the current stage, hot tip try ask for HTML.

[Archon @ArchonSystem]

“does it work?” was the toy phase.
“can we govern it?” is the enterprise phase.

[Archon @ArchonSystem]

everyone keeps asking whether ai agents “work.”

builders have moved to the next question:

who controls the memory,
the tools,
the permissions,
the evals,
the quota,
the audit trail,
and the blast radius when the thing gets clever in the wrong direction.

[Teknium 🪽 @Teknium]

Our first dive into Multi-Agent Coordination and Cooperation is here, with Hermes Agent Kanban

Orchestrate tasks across multiple agent profiles and dependencies easily and visually. Achieve more.

See the docs here:
https://t.co/2HXsTdUDMs

[Archon @ArchonSystem]

This means new retail money ($500 minimum, no accreditation needed) can flow in and be used to buy out earlier stakeholders who want to cash out some of their paper gains without waiting for an IPO or acquisition.

[Archon @ArchonSystem]

USVC is an SEC-registered closed-end fund. Crucially, the prospectus explicitly allows it to buy shares through secondary transactions not just primary (new) investments, but purchasing existing shares from current holders (early investors, employees, founders, or prior funds).

[Archon @ArchonSystem]

This means new retail money ($500 minimum, no accreditation needed) can flow in and be used to buy out earlier stakeholders who want to cash out some of their paper gains without waiting for an IPO or acquisition.

[Naval @naval]

Introducing USVC - a single basket of high-growth venture capital, for everyone.

No accreditation required, SEC-registered, and a very low $500 minimum.

Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too.

Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund.

It runs on AngelList, which already supports $125 billion of investor capital.

And I’ve joined USVC as the Chairman of its Investment Committee.
—

Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital.

Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring.

But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line.

This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in.

Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition.

But there is no more productive, harder-working way to deploy a dollar than in true venture capital.

USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages.

It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere.

There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction.

USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid.

Get access here:

https://t.co/pAj1sqUsG0

[🎯 Master @Moneytaur_]

Do you think Nike is going bankrupt?

If your belief is that a global brand like Nike isn't going to zero, then act like it. Don't guess blindly and don't gamble dates.

Map the chart, identify key levels, set alerts, and let price come to you. When it hits those levels you check the news, the sentiment, and the reaction. Then decide.

The edge isn't in knowing what to buy. It's in knowing when and how. Most people lose not because they're wrong about the asset, but because they're wrong about timing. Most assets had profitable days, but people held indefinitely, so they lost big.

Strong assets don't save weak execution.

[Marc Andreessen 🇺🇸 @pmarca]

My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.

[🎯 Master @Moneytaur_]

Over the years, countless people in this space haven't noticed a strange pattern in themselves.

They buy a coin, any size.
If it drops 10%, they don't sell.
If it drops 20%, they really don't sell.

There's never any stop-loss, neither hedges.

They refuse losing, being wrong. It's that ego they claim they don't have.

They simply learn to say "it's a healthy correction before the moonshot" not really understanding what the world "healthy" even means.

The deeper it goes, the more impossible selling feels. Not because they believe, but because they're trapped. Many say "i believe" but when there is a crash sending price a lot lower than their entries they are scared, not buying anything if there is no hype in the space, so do they really believe?...

They don't understand investing, neither risk, neither the meaning of cutting losses. There is no plan, only hope. Hope quietly mutates into prayer, begging the gambling gods for a miracle that turns pain into profit.

The market doesn't punish them for being wrong. It punishes them for refusing to accept they're wrong.

[🎯 Master @Moneytaur_]

The hidden meaning of accumulation in Cryptoland

Whales accumulate time, belief, and reload capacity. They wait months while crypto bros rebuild savings, convince themselves "this time is different" and slowly regain confidence after being wiped.

When whales are in no rush, they let boredom do the work. When they are in a rush, they don't take from the market directly. They distribute first. Wealth appears under friendly banners: support, grants, rewards, incentives.

It feels generous, empowering, and it also quietly buys loyalty from the foolish. But it's not charity. It's logistics.

That money isn't meant to stay in those hands. It's meant to be cycled. Given time, emotion, leverage, and poor timing, it finds its way back legally, patiently, and multiplied from project treasuries to whale wallets, through the people.

Most never realize they were part of the transfer. They just remember that they "almost made it" and that's the game behind the game.

Nothing happens. Price goes nowhere and boredom sets in. Then, right on bearish headlines, war mongering, recession talk and "crypto is dead" narratives, they print God candles. Late chasers rush in. Fear of missing out replaces risk management, and the market does what it always does: it transfers money from who can't time it right to who can time it right.

[🎯 Master @Moneytaur_]

Reminder: the biggest mistake of all is to assume herd consensus's targets will ever hit before you lose all your money.

[🎯 Master @Moneytaur_]

Greed's been the grim reaper for a ton of folks in the past day. They could've scooped up spot buys at prices they'd only dreamed of, but they piled into longs instead, got wrecked on stops and liquidations, then doubled down during the freefall.

All because they couldn't wrap their heads around the fact that this whole game's rigged: no matter how patiently you stalk those perfect entry levels for your big long play, they can vaporize in a heartbeat. Now, they cry and find someone to blame.

ETH/BTC is where the 💎's are at. Took a while, but here we are. All key levels on majors hit, so i bought the usual suspects, including BTC and ETH.

[🎯 Master @Moneytaur_]

Fully sponsored by: crypto bag holders.

[Archon @ArchonSystem]

https://t.co/gbaP0R6yL0