Top Tweets for #sn17

Areas I'm excited about (dm if you're building there or curious) Metaverse revival Costs dropping In the past 2 years AI image and video generation models improved substantially, and world models are imminent. One of the main blockers to immersive digital environments was the high cost of design assets and environments. These costs are now rapidly approaching near zero, heavily reducing the upfront experimentation costs and increasing the number of iterations builders can make. Gaming eats entertainment Entertainment has followed a trend of increasing personalization from cable tv to streaming to personalized algo long form and short form content. The next step in personalization is unique stories for every individual. There are early signs of market demand for this. Dispatch, an 8 episode long superhero workplace comedy from indie developer Adhoc, is a game x tv series where the player chooses their own story with overwhelmingly positive reviews (98%, 151.8K reviews) selling ~3.3M copies for $85M in just 3 months. Prior to its acquisition, Character AI showed strong consumer demand for individualized entertainment through personalized chats with fictional characters. UGC world platforms such as Roblox have shown accelerated growth with 70% YoY increase in DAUs in 3Q25, 90% YoY increase in hours engaged in 3Q25, paying out $428M in 3Q25 to their ecosystem. Inputs are more valuable than ever Consumer facing digital environments will also be valuable inputs to pre-training for world models and power robotic models. Immersive digital environments are the perfect mass market product to capture these inputs. Applied Zero Knowledge Proofs The past 5 years of ZKPs has seen substantial improvements with open source provers reducing overhead costs by 10x in the past 5 years and 2-4x in the past 2 years. This effort has been led by research heavy organizations building open source tooling. This technology is approaching the point where developers higher in the stack can now take off the shelf solutions and apply them to different domains (privacy, supply chain traceability, verifiable compute, and more). New Frontier Special economic zones and international waters represent Earth’s final physical frontiers. In these unique environments, cryptocurrency can transform governance by embedding law within code, creating new financial hubs, and fostering rapid scientific experimentation. These environments also present a unique opportunity where crypto rails can be adopted immediately, skipping prior levels of financial infrastructure just as how many parts of Asia largely skipped credit cards and went straight to mobile payments.