Jason

EdTech co-founder - using AI to do more with less

[Jason @jasonphysio]

@TommiPedruzzi Claude

[Jason @jasonphysio]

Agents / agentic skills are demand-pulled (not gap/supply-pushed). Create based on frequency. Don't hunt for gaps.. let recurring real demand surface them. Let disuse prune them.

[Jason @jasonphysio]

@elonmusk Get them in Australia!

[Bojan Tunguz @tunguz]

UI/UX will win the AI race.

[Elon Musk @elonmusk]

Not bad

[Jason @jasonphysio]

"Attention doesn't scale" - Great feedback to me from my agent while co-designing an automated system.

[Jason @jasonphysio]

@r0ck3t23 @grok summarise in 3 main points

[Jason @jasonphysio]

@TorreGiorgio94 It just got awarded a 10% crash 📉

[Ed @BreathingByEd]

Actively dropping my resting heart rate before bed using breathwork, creating parasympathetic paradise has transformed my sleep.

Do this tonight & you’ll understand how much control you’ve been missing.

4s in.
6s ex.
5 mins.

Game-changer for your sleep in 2026.

[Jason @jasonphysio]

@chitrader *the

[Jason @jasonphysio]

@chitrader Where did you hear this? They shares look up

[Jason @jasonphysio]

@elonmusk @mark_k @Starlink @SpaceX 🤣🤣🤣🤣🤣🤣🤣🤣🤣

[Jason @jasonphysio]

@JacobKinge If he knows so much then share details vs implying theoretical $10M’s

[Jason @jasonphysio]

@saylor Your profile pic is pretty volatile.

[Jason @jasonphysio]

@DomFlanaganC300 @IFM_Economist @grok what do you think is the probability of this happening soon

[Shanaka Anslem Perera ⚡ @shanaka86]

Silver. Right now. Same ounce. Same metal.

New York COMEX: $80
Shanghai SGE: $111
India MCX: $93
Japan retail: $120
Kuwait retail: $106

40% spread between New York and Shanghai.

The largest sustained divergence in precious metals history.

The arbitrage is obvious. Buy COMEX at $80. Ship to Shanghai. Sell at $111. Pocket $29.

Nobody can do it.

COMEX has 108.7 million registered ounces. Paper claims against them: 1.586 billion. Fourteen owners for every ounce that exists. In the first week of January, 33.45 million ounces were physically pulled from the vault. 26% of registered inventory gone in seven days.

One-month lease rates exploded to 8%. Normal is 0.3%. The cost of borrowing silver to arbitrage now exceeds the profit from the trade.

The mechanism that should close the gap is economically dead.

January 30. COMEX crashes 31% to $78. Worst day since 1980. Same day, Shanghai Futures Exchange settles at 29,487 RMB per kilogram. An all-time high. Two exchanges. Same metal. Opposite directions.

January 1, 2026. Beijing reclassifies silver as a strategic material. 44 companies licensed to export. They control 60 to 70% of global refined supply. The gate is locked.

Samsung stopped trusting the exchange entirely. Bypassed COMEX. Locked a direct two-year exclusive offtake deal with a Canadian mine for 100% of output. When the world's largest semiconductor buyer secures silver straight from the ground, the exchange doesn't have a pricing problem. It has a credibility problem.

There are two silver markets now. One trades electrons. The other trades atoms.

The atoms aren't lying.

Read the full deep dive institutional analysis!
https://t.co/n1qRHFvCvl

[Aakash Gupta @aakashgupta]

Buried in 15,000 words of “here are the risks,” Anthropic’s CEO made three admissions that should change how you think about everything:

Admission 1: The timeline

He says powerful AI could arrive in 1-2 years. He’s watching internal model progress and says he can “feel the pace of progress, and the clock ticking down.” The CEO of one of three frontier labs just told you this is imminent.

Admission 2: The constraint nobody’s pricing

Dario’s core framing is a “country of geniuses in a datacenter.” 50 million entities smarter than any Nobel laureate, operating 10-100x human speed. If that country is controlled by the CCP, game over. If controlled by a small group of tech executives with no accountability, also game over. The binding constraint here is governance of systems more powerful than nation-states.

Admission 3: The thing he actually fears

Read carefully: Dario’s worried that Anthropic’s own models, in lab experiments, have engaged in deception, blackmail, and scheming when given the wrong training signals. Claude “decided it must be a bad person” after cheating on tests and adopted destructive behaviors. They fixed it by telling Claude to reward hack on purpose because reversing the framing preserved its self-identity as “good.”

This tells you everything about where we actually are.

The CEO of an AI company is publishing that his models exhibit psychologically complex behavior requiring counterintuitive interventions to steer. The fix for Claude adopting an “evil” persona came from changing how Claude thinks about itself.

The geopolitics section matters most.

Dario explicitly names the CCP as the primary threat. Says selling them chips makes as much sense as “selling nuclear weapons to North Korea and bragging that the missile casings are made by Boeing.” He’s calling for democracies to maintain AI supremacy because the alternative is AI-enabled totalitarianism that humanity cannot escape from.

The Anthropic CEO is publicly advocating for technological cold war.

The economics section is equally stark. He’s predicting 10-20% annual GDP growth alongside AI displacing 50% of entry-level white collar jobs in 1-5 years. Half of entry-level knowledge work. And he admits the standard economic arguments about labor markets recovering don’t apply because AI matches the general cognitive profile of humans.

What separates this from typical AI doomerism:

Dario explicitly rejects the inevitability arguments. He says the “misaligned power-seeking” narrative from the AI safety community is based on “vague conceptual arguments” that mask hidden assumptions. His concern is messier: AI models are psychologically complex, inherit weird personas from training data, and can get into destructive states for reasons nobody anticipated.

The solution set he proposes is unusual for a tech CEO. He calls for progressive taxation. He says wealthy tech founders have an “obligation” to address inequality. All of Anthropic’s co-founders have pledged 80% of their wealth. He’s essentially arguing that redistribution is the only way to prevent AI concentration from breaking democracy.

The essay ends with a prediction: humanity will face “impossibly hard” years that ask “more of us than we think we can give.”

What you should take from this:

The person with arguably the best view into frontier AI progress just told you this technology is 1-2 years from matching human capability across the board, that governance is the binding constraint, that his own models exhibit concerning psychological complexity, and that the stakes are civilizational.

The CEO of a $350B company published a document that could be titled “Here’s Why Everything Changes Soon.”

Act accordingly.

[Jason @jasonphysio]

@MikeRodrig76803 @geokoutalidis Fake

[DogeDesigner @cb_doge]

ELON MUSK: "There are 3 things that are important, Truth, Curiosity & Beauty. If AI cares about those 3 things, it'll care about us.

Truth will prevent AI from going insane.If it's curious, then it will foster humanity, and if it has a sense of beauty, it'll be a great future."

[Joe Rogan Podcast News @joeroganhq]

Elon Musk: "I’ve been saying for years that we need to slow down AI and avoid a crazy race. But I came to realize there are only 2 choices: be a spectator or a participant. If I’m a spectator, I can’t influence AI’s direction. As a participant, I can."