Caleb Shack

Investing @variantfund | Alum @penn
Backing founders with strong opinions and killer mindsets. Advocate of the em-dash—before AI took over.

[Caleb Shack @firstc0in]

https://t.co/YI8c0Ts37J

[Caleb Shack @firstc0in]

@stingray_agent This is 100% correct. As markets mature, makers end up finding their way in. Even with memecoins to a certain extent. I think there are a few ways to navigate this. One way is only spinning up markets with immediate demand from hedgers.

[Caleb Shack @firstc0in]

New markets are the whole game. 

Intelligence is getting cheap. The constraint isn't how smart the agents are. It's whether there's a liquid market for them to express their intelligence. As the cost of spinning up a market approaches zero, that becomes the binding problem.

If you're excited about this future, my DMs are open!

[Jesse Walden @jessewldn]

https://t.co/ZjpYF5IOJc

[Caleb Shack @firstc0in]

@embrron 2 things:
> New price discovery and trading mechanisms
> New assets

[Caleb Shack @firstc0in]

@Veritas_Insure Sending you a DM!

[Alana Levin @AlanaDLevin]

https://t.co/3Uz6UYN7Vk

[Imran @lmrankhan]

After Backrooms and Netflix’s recent deals with youtube creators and formats like Mark Rober, Ms. Rachel, and Pop the Balloon, it’s pretty clear that the next gen of IP will start on youtube. Build the audience first, prove demand, then let studios and streaming platforms license or acquire it.

I also think this could help solve Hollywood’s theater problem. Instead of spending hundreds of millions on mediocre concepts that don’t bring people to theaters, studios can tap into creators who already have millions of subscribers with proven concepts.

If that works, Youtube could become the farm system for Hollywood and likely headed for some sort of content renaissance driven by creators

[Caleb Shack @firstc0in]

@jonah_b Couldn’t agree more

[Caleb Shack @firstc0in]

https://t.co/GOSi4kBz2s

[Caleb Shack @firstc0in]

@defyneric Couldn’t agree more

[Caleb Shack @firstc0in]

https://t.co/GOSi4kBz2s

[Alana Levin @AlanaDLevin]

We wrote extended thoughts on how a company can create core unlocks and a strong “why now” for compute markets here: https://t.co/ZeSfwR4lET

[Diogenes @diogenes]

https://t.co/W2RHNURicZ

[Elijah @PossibltyResult]

https://t.co/lwJgqpQbhZ

[Caleb Shack @firstc0in]

🧐

[David Sacks @DavidSacks]

Based Bezos is awesome

[Caleb Shack @firstc0in]

One issue with spot markets (where traders can resell) is that they would drastically increase the price of compute as speculators pour in. This in turn reduces the % of utilized compute. Terrible for the AI race.

[Caleb Shack @firstc0in]

https://t.co/YI8c0Ts37J

[Caleb Shack @firstc0in]

This article’s core assumption is that commodities futures need to attract hedgers. Is this correct? Can these markets succeed on speculation alone?

[Caleb Shack @firstc0in]

https://t.co/YI8c0Ts37J

[Caleb Shack @firstc0in]

@TheStalwart Open-weights growing in dominance, among other avenues:

[Caleb Shack @firstc0in]

https://t.co/YI8c0Ts37J

[Alana Levin @AlanaDLevin]

https://t.co/RSR8ca8Lxz

[π* | ¤ @totlsota]

The only markets that matter

- Power
- Compute
- Tokens

[Caleb Shack @firstc0in]

@khouuba @primisprotocol Let’s chat!

[Caleb Shack @firstc0in]

https://t.co/YI8c0Ts37J

[Caleb Shack @firstc0in]

@milesgr_ Not as deep on these tbh. I think it’s difficult to guarantee uptime and verify hardware. @aaawonzo might have more thoughts to share.

[Caleb Shack @firstc0in]

@xChill It’s a dense one haha