As a VC, Fable is better than me at VC work.
It breaks down white papers better than I do. It's better at financial analysis. It chews through mountains of diligence in minutes. There is no single well-scoped intellectual task where I beat a frontier AI. I catch its mistakes sometimes, but it catches mine more often.
If my job is "VC work," then Fable is better than me at my job.
But Fable alone would be a mediocre investor.
It would quickly pass on all the bunk, sure. But among the set of doable deals, it can't find the one with the je ne sais quoi. It doesn't have the bias toward special people, wild ideas, or risk-taking. Its tweets and thinkpieces are OK, but they're too safe, too obvious. I can prompt it in the right direction, but even then it's not quite right. It's too suggestible. It changes its mind too easily. It's not stubborn, self-assured, irrationally confident about how the future will play out, the way great investors are.
But me + Fable is really good. Better than either of us alone. In fact every investor on our team has leveled up with AI in the same way. We all feel we have more to do now, not less. We feel more capable, not less.
My theory is that AI disempowers service providers and empowers owners. If you sell your labor by the task, AI is genuinely terrifying. It can accomplish that task cheaper, faster, with more control and less bullshit. But if you own the outcome, if you're using AI to do something for you, then AI is amazing. It's empowering, not disempowering. Make your own logo, design your own website, write your own copy, build your own systems.
It also means is that you should aim to reorganize yourself in the food chain. If you don't, AI will do it for you. Don't be a service provider, be an owner. If you're building something, you are a beneficiary of AI, all of the incredible gains that AI is enabling will accrue to you too.
But if you're a tax on people building things, just know that the tax rate on building is rapidly going to 0.
Everyone has an opinion on why the stock market does what it does.
Earnings. The economy. Who's in the White House. The Fed chair's mood that morning.
Almost all of it is noise.
This chart is 15 years of the Nasdaq 100 plotted against total global liquidity. The correlation is 97%.
When I first saw this I was stunned. A fit this tight meant something much deeper was going on underneath. So I started pulling the thread.
That thread became the Everything Code, the framework I've been building in GMI since 2023. It’s the single most important thing I can teach anyone about how the modern economy actually works.
i wont forget you sissys who didnt want to bid anything last week but now wanna topblast the corpo chain that delisted solana at the stone bottom
the north remembers
BREAKING: $200 Billion VanEck admits to buying the Bitcoin dip "the first time it hit $60k".
"What I've been telling clients is that you wanna have your full position by October."
Redeeming wrapped Bitcoin works differently depending on the provider:
> cbBTC requires KYC verification before redemption.
> WBTC requires locating an OTC dealer to process the redemption.
> zBTC can be redeemed directly and immediately, with no identity verification or intermediary required.
The redemption process is often the clearest indicator of how "wrapped" an asset really is.
Egypt forgot how to build the pyramids.
Rome forgot how to build the aqueducts. Some still carry water today. What they built still stands. Neither civilization remembers how they did it.
Musk: “You look at great civilizations like ancient Egypt, and they were able to make the pyramids, and they forgot how to do that.”
Musk: “And the Romans, they built these incredible aqueducts. They forgot how to do it.”
No army invaded them. The knowledge just stopped getting used, and the moment it did, it was gone.
Same collapse. Compressed into fifty years instead of a thousand.
Musk: “In 1969, we were able to send somebody to the moon… Then the space shuttle retired, and the United States could take no one to orbit.”
Musk: “People are mistaken when they think that technology just automatically improves… it will, by itself, degrade.”
Capability doesn’t sit in a vault. It only exists inside the people doing the work right now.
The second they stop, it doesn’t pause.
It disappears.
That should not scare you. It should focus you.
Nobody loses a civilization to war. They lose it the moment they stop building.
Nobody is owed the future. It belongs to whoever keeps building it.
Top blasted $ANSEM because he has always come off like a genuine dude with tremendous skill
He's taking massive amounts of risk to benefit the industry here
And if it works I think he will funnel that attention to real builders
I don't mind losing on a play that ticks all these boxes even if im not convinced we've bottomed yet
Bitcoin deposits to Solana via Zeus Network are picking back up.
In the past few days, several deposits have pushed total zBTC supply above 108 BTC, and counting.
All deposits follow the same permissionless process:
no KYC, no intermediary, converted 1:1 and verifiable on-chain through Zeus Scan:
https://t.co/GnxqDYYh8A
I, like most Americans, think that the average family and young person deserves a better shot at a decent life. I also think that socialism doesn’t work in real life, that America is good and filled with good people, and that it’s okay to work with people who don’t agree with me.
Some of us will live forever.
And if you’re reading this, that may or may not be you.
I am so bullish on this that I just renamed my company to Immortals.
Below:
+ why I think this
+ early signs of success
+ how to increase your odds
Yes, I know this sounds crazy.
Immortality has been an ambition for humanity since the beginning of recorded history.
The immortality I’m referring to is specific: increases in life expectancy will outpace the rate of aging. Meaning, we will no longer, by default, expect to die of natural causes.
I believe this for three reasons.
#1: Immortality already exists
Biology can reverse some features of aging, and in a handful of organisms escape it almost entirely. For example, a sperm and an egg from two people in their 30s carry the legacy of bodies that have aged for decades (the egg in particular has been arrested inside the mother since before she herself was born), yet they combine to produce an embryo that resets the aging clock to zero.
The immortal jellyfish goes further and resets itself within one lifetime, reverting its adult cells to an earlier stage through transdifferentiation and starting its life cycle again. And in the lab, scientists have begun doing this deliberately, making induced pluripotent stem cells (iPSCs) from mature adult cells such as skin fibroblasts, and using partial cellular reprogramming to turn the clock back in the tissues of living animals.
#2: AI offers new potentials
Biology is a hard problem. For most of history that complexity was beyond native human capacity. AI was made for this complexity. The clearest demonstration so far is protein folding. Predicting the three-dimensional shape a protein folds was an unsolved problem for roughly fifty years, and it mattered because a protein's shape determines what it does in the body.
DeepMind's AlphaFold2 effectively solved it in 2020, reaching a median accuracy of 92.4 out of 100, a level long thought to require the slow, painstaking work of crystallizing a protein and solving its structure by X-ray crystallography. It then released predicted structures for over 200 million proteins, nearly the entire catalogued protein universe, in a fraction of the time anyone expected.
#3: Early signs are encouraging
These aspirations are not imaginative. With the current tools in biotech Sid Sijbrandij, the co-founder of GitLab, was diagnosed with an aggressive bone cancer, osteosarcoma in his vertebrae. He treated his own disease like an engineering problem, he used AI to help direct several experimental, personalized therapies in parallel and drove the cancer into remission after standard medicine had given up. Around the same time, an Australian named Paul Conyngham, with no medical or biology background, did something similar for his dog. He used AI to help design a personalized mRNA vaccine targeting the specific mutations in his dog's tumor, and after it was given alongside another immunotherapy and within a few months the main tumor had shrunk by roughly three-quarters.
How to increase your odds…
I. Don’t die in the meantime
We don’t know when these longevity therapies will become available. Your goal is to be around when they come out. Buy yourself as much time as possible by looking after your body to the best of our scientific knowledge. Good diet, sleep, exercise will get you 80% of the results.
II. Find your achilles
Longevity therapies will likely be outcome specific. Individual specific drugs/therapies that target specific things like…
> prevent and remove arterial plaque
> prevent and reverse neurodegeneration
> specifically target and eliminate cancers, or pre cancerous legions
> prevent frailty and muscle loss, and regain muscle mass, strength and, bone density
> reverse skin aging
> rejuvenate eye health
> restore lost hearing
> etc
We don’t know what therapies will be available first. Your goal is to find what your body is struggling with most and keep that problem at-bay until a therapy is available that can fully cure or reverse it.
For example, do you struggle with cholesterol? Blood glucose control? Cognitive decline? Find your achilles heel and reduce your risk systematically.
III. Invest in the future
There are three macro trends happening on planet earth right now, and the people who bet on these areas have the highest risk + reward.
> AI
> Immortality
> Energy
As we know, power comes in many forms: money, social, political, health, etc. Those that can collect power in these fields will have the greatest chance of positioning themselves in the Immortal future.
With time, Immortal therapies will become broadly available.
If you’re reading this: don’t waste your chances by burning down your life points on a yolo-like mentality. Grind culture, addiction, social media pollution, fast food, porn, alcohol, these are all corporations turning your life into their profit. This is the Die Economy.
My company Immortals has the sole objective of turning your time, attention, and life into more healthy, functional, and prosperous minutes, days, and years. The Don’t Die Economy.
Good luck.
The standard applied by DOGE was very simple and easy:
Provide contact information for the recipients of aid, so that we can confirm it is not fraudulent.
The reality is that money was being sent to corrupt politicians under the guise of aid! Liars and stock insider traders like Ro the Robber should be in prison!!
BREAKING: Toss Bank is set to use Solana for its global remittance and settlement PoC.
The South Korean bank’s 15 million customers will be able to experience faster, more cost-effective global digital finance with Solana.
For those who closely paying attention, you can see how many threads are about to come together to create an unprecedented experience for Internet capital markets