David Swain

CMO @paradigm. Formerly @Strava, @Instagram, @Meta

[Dan Romero @dwr]

Post-GENIUS, enterprises are starting to use stablecoins for real-world use cases.

Virtually every company with global payouts is considering adding stablecoins to their payment stack.

We've been making week-over-week progress to shift these real-world flows over to Tempo.

On to $10 billion.

[David Swain @davidswain]

"Imagine that AI frontier progress stops as of 1 September 2026: AI becomes faster and cheaper, but it never becomes superhuman or improves considerably across the board.

So the Singularity never happens—but GPUs keep getting made. By 2040, there may be the equivalent of 8 billion GPUs globally and everyone has access to a frontier LLM.

What happens in this 'business as usual' future?"

[Matt Huang @matthuang]

GPU World: A story competition from Neal Stephenson, Gwern, and me.

The AI future is unevenly distributed. What would the world look like with AI broadly diffused, such as if we had one GPU per person?

1000-5000 words, fiction or non-fiction.

$100K in total prizes.

https://t.co/5Bd2YmjikS

[frankie @FrankieIsLost]

paradigm is hosting a LAN party next Friday 8/28 in SF. 5v5 league, smash, halo and more. we have some spots open, DM your most impressive video game stat for an invite. glhf

[Matt Huang @matthuang]

Glad to have @alanapalmedo of Paradigm representing crypto, prediction markets, and AI on the CFTC Innovation Advisory Committee today in DC

[David Swain @davidswain]

The events dream team

[Josephine Franciose @josiefranciose]

Paradigm hosts a lot of events. Almost all are behind the scenes.

We're hiring an events leader to help architect and execute the gatherings where technologists, researchers and builders shape what's being built on the frontier of technology.

High taste. High agency. Ownership. Team player mentality. If that's you, DM me a few sentences capturing your approach to events and apply below.

https://t.co/BxizSqHgyd

[Matt Huang @matthuang]

Incredible to see Zipline’s momentum in building the autonomy layer of the skies.

Uber + Zipline for 1m+ deliveries / day…

[David Swain @davidswain]

@zirppls @paradigm Welcome to the team!

[David Swain @davidswain]

The RSI Simulator game from @justinwangx and @danrobinson

You play an AI lab working to bootstrap an artificial superintelligence from scratch (labor, compute, and data) until you achieve self-sustaining acceleration.

https://t.co/q5wtftNBGm

[Justin @justinwangx]

understanding progress on RSI is one of the most important things we can do to chart the future.

@danrobinson and I made a game and explorer based on economic models of AI research, to make the inputs and constraints that define RSI more intuitive.

https://t.co/w8qfDhnhqx

[David Swain @davidswain]

@mslipper @paradigm Shipping! Welcome to the team.

[David Swain @davidswain]

Frontiers 2026 is going to be epic.

Oct 12-14, Fort Mason.

[Georgios Konstantopoulos @gakonst]

Announcing the @Paradigm Frontiers 2026 speakers!

Some of my favorite people on Crypto x AI x Robotics x Devtools.

@rauchg / Vercel
@LegNeato / VectorWare
@fat / Pierre Computer Company
@sqs / Amp
@SurajNair_1 / Physical Intelligence
@0xKitsune / Tempo
@danrobinson / Paradigm+Tempo

Oct 12-14 - Fort Mason, San Francisco

Apply by Aug 20th below.

[TBPN @tbpn]

Kalshi CEO @mansourtarek_ thinks compute could become the largest commodity on the planet, creating the largest derivatives market alongside it.

He says companies already spend roughly $1 trillion a year on compute, with that figure potentially growing 10x by 2030.

As prices become more volatile and compute becomes a larger corporate expense, producers and buyers will increasingly want to hedge their exposure.

“Historically, if that market has any degree of success, it ends up being at least 10 to 15 times the underlying market.”

[David Swain @davidswain]

There’s only one @katiebiber

[Matt Huang @matthuang]

Excited to announce that @katiebiber is now the COO of Paradigm, alongside her role as CLO.

Katie is a maestro on the many legal-policy matters at the frontier of tech and a force-of-nature operator.

@alanapalmedo and I are lucky to have her partnership in running Paradigm!

[David Swain @davidswain]

@gakonst goes all in on this one. the builders event

[Georgios Konstantopoulos @gakonst]

Frontiers by @Paradigm returns to San Francisco on October 12-14, 2026!

Frontiers is our intense annual conference & hackathon for those beyond the edge.

No booths, no sponsors, curated audience, stablecoins, ai, robotics, post-quantum cryptography and more.

Apply below!

[Arjun Balaji @arjunblj]

Any business with technology at its core should own the “means of production” as Satya suggests. To us, this sovereignty meant a self-hosted OSS approach to AI, and motivated us to build and later open-source Centaur (https://t.co/GsgmHbshDB), the agent control plane we’ve run internally at @paradigm and @tempo since January.

In practice, sovereignty means our learning lands in infra we control, we have rights to our own outputs, and a credible exit path. Sovereignty does *not* have to mean self-hosting everything or only using open-weight models. We run the best frontier models through Centaur, they’re extraordinary.

Your company is continuously generating knowledge through every correction, tool, workflow, and decision. If that learning accumulates inside any one vendor’s product, leaving means abandoning part of your own learning curve, like your best employee walking out with years of institutional knowledge. Enterprises focus on negotiating ZDR and no-training clauses, but these address confidentiality rather than the overlooked dimension of portability. You have to own what your org learns and be able to take it with you, since this is what compounds while models and harnesses churn underneath everyone.

Cost is another increasingly underrated argument for sovereignty. The price of intelligence is falling at an OOM/yr. So who captures that deflation? Any org coupled to any single provider can only capture those savings as fast as they pass them through. If your org is model polyamorous, you can eval every release against real workloads the day it ships and adopt it wherever it wins.

Frontier orgs are already operating this way: agents are shared, so a tool or workflow one employee adds ships to the entire org. The traces underneath these shared workloads are raw material for private evals and RL envs, and can eventually let you finetune models on your own history. In this timeline, the companies that win are the ones whose intelligence compounds like any other balance sheet asset.

If you want to own your means of production, point your favorite agent at https://t.co/K1Nbj5onY4

[Georgios Konstantopoulos @gakonst]

Centaur is open source Claude Tag on steroids.

Our most recent release unlocks adding Centaur to external channels, allowing untrusted input. This is a game changer, extending Centaur to a virtual coworker that you can add in any Slack Connect channel.

Link below.

[Matt Huang @matthuang]

Hear from @alanapalmedo on TBPN today re: Paradigm's new fund

[Alana Palmedo @alanapalmedo]

$1.2B to invest in steep exponentials

8 years ago we were backed by people who believed in the crypto frontier. Now we’re doubling down as frontiers are colliding across AI, crypto, space, deep tech, energy

Grateful to our partners

[David Swain @davidswain]

Have seen a lot of platform shifts. Never this many at once.

Special moment at Paradigm to work with many of the founders and teams building them.

[Matt Huang @matthuang]

Paradigm’s 4th fund

$1.2B to invest and build in crypto, AI, robotics, and other areas of the technical frontier

[David Swain @davidswain]

@paulg His ability to slow things down in a conversation was so counter to the nature of the topics and people he covered. An artist.

[David Swain @davidswain]

@jasonkincaid @arrington @om Special times indeed