Mark Waller

I love figuring out and seeing how applied technology when matched to motivated people and teams can game change the status quo ...

[Michael Saylor @saylor]

People often ask me what they should read. I assembled 38 works on history, war, uncertainty, liberty, capital, energy, technology, and Bitcoin for leaders making consequential decisions. Read to remember. Read to reason. Read to build. Upgrade the world.

[Thariq is on vacation @trq212]

We removed ~80% of the Claude Code system prompt for our newest models, this is what we've learned about writing system prompts, skills and Claude.MDs for them. https://t.co/6DZwSrZjE9

[Codez @0xCodez]

https://t.co/AJENMSASjD

[Miles Deutscher @milesdeutscher]

Anthropic just automated 99% of legal roles.

Claude for Legal is live now - and it's a marketplace with DOZENS of agents trained on legal roles.

Review agents, policy drafters, NDA agents & much more.

Can't believe this is public.

https://t.co/EyPkD2wMWv

[Jasper Polak @polak_jasper]

McKinsey published a piece this week on "The Agentic Organization." They claim most companies are stuck in pilot mode because the work itself hasn't changed.

What "pilot mode" looks like at a 75-person consulting firm I've seen inside:

- One analyst running Claude for market research.
- A few associates using Gemini to draft deck sections.
- A partner who built a private GPT for proposal writing and didn't tell anyone.

All real. But none of them changes the firm's throughput, win rate, or margin. The pilots aren't failing because the tools are wrong. They're failing because nobody redesigned the workflow around them.

Going from pilot to production means picking one full workflow, rebuilding it agent-first, measuring it against the old one, then rolling it out across the firm. That's the step McKinsey's framing is pointing at.

Most firms skip it because it's harder than adding more tools.

Link: https://t.co/PVw79wZ5Ur

[jack @jack]

https://t.co/jgZkBvYOPt

[Louis Gleeson @aigleeson]

I reverse-engineered the thinking systems behind Demis Hassabis, Sam Altman, Elon Musk, and Dario Amodei so you can reason, plan, and build using the same decision logic without running a trillion-dollar company.

Here’s the system you can steal right now 👇

[Karl Mehta @karlmehta]

He predicted:

• The Deep Learning revolution (2008)
• The online education boom (2011)
• China's massive AI dominance (2014)

Now Andrew Ng revealed 5 opportunities that will create more millionaires than anything before.

Here's what you should know (& how to prepare): 🧵

[The Secret CFO @SecretCFO]

Some great smart comments on this thread. Also some that show a spectacular misunderstanding of how big companies make decisions. Especially around risk, corp governance, data and controls .

Simply the word ‘hallucination’ will be enough for most boards /audit committees puke on it. It’s why the packaging is VERY important

[Tai Lopez @tailopez]

Every silent entrepreneur in 2025 will be irrelevant by 2027.

[Cassie Kozyrkov @decisionleader]

#Claude 4 just dropped! Here's a video of me making a custom #Minesweeper app where the 💣 are ☺️ smiley faces... in 2min flat. I didn't even have to speed the video up. Then we play a minute of Minesweeper for nostalgia.

🤯 Is your mind properly blown? We've come so far since 1990.

All it took was going to https://t.co/MUGbWgJrPQ and prompting: "Create the minesweeper app, but make the map 15x15 and make all the bombs smiley faces instead." Plus a reminder about the grid. That's it.

If you've been ignoring #AI because you think of yourself as not technical, you're missing out. Everyone's technical now!

If you found this useful, a repost and a follow makes my heart happy! 💖

Don't forget to subscribe to my newsletter at https://t.co/YUCreIzHRX!

[Barsee 🐶 @heyBarsee]

It's been 24 hours since OpenAI unexpectedly shook the AI image world with 4o image generation.

Here are the 14 most mindblowing examples so far (100% AI-generated):

1. Studio ghibli style memes

[Teng Yan @tengyanAI]

https://t.co/2TPFdCk344

[Michael Saylor @saylor]

Did you stack bitcoin this year?

[Raoul Pal @RaoulGMI]

This is one of the best @saylor interviews I’ve seen. This is super helpful to share with people who are still on the fence on bitcoin. Nice job @TomBilyeu

https://t.co/365Q4KZwC6

[Julien Bittel, CFA @BittelJulien]

Let’s talk about gold...

Are you thinking about gold as a store of value? That’s probably about right.

Since 2009, gold has basically been flat versus the Fed’s balance sheet, meaning gold is preserving your purchasing power – but that’s about it. Gold is not gaining – it’s just holding.

But here’s where it gets interesting: there’s also a whole group of people – the gold bugs – who view gold as an investment. And that’s where I think they’re getting it wrong…

If you’re looking at gold as an investment, then at some point, you’ve got to assess its return on investment (ROI), just like you would with anything else in your portfolio.

Since the Global Financial Crisis in 2008, in what @RaoulGMI and I call the era of The Everything Code, central banks have been systematically debasing currencies to avoid a GDP doom loop caused by declining demographics and falling productivity growth.

Essentially, government debt growth is offsetting the entire demographic decline which the Fed then monetizes. Immigration factors into this equation too, but that’s a story for another time.

Once you grasp this, you understand everything about the current macro environment. And this shift has completely changed the rules of the game, setting a much higher bar for your portfolio.

The new reality?

Your hurdle rate is around 10% per year – just to preserve your purchasing power!

So if your investment portfolio isn’t making at least 10% a year, you’re actually losing money in real terms.

60/40 is dead.

And what about gold?

Gold has made you money since 2009, but it hasn’t made you any richer.

This is what I call a "nominal illusion."

In nominal terms, you’re up, but in real terms – adjusted for current debasement trends – you’re only breaking even.

Let me help put this into perspective for you:

This year has been fantastic for gold historically – it’s the best year since 2010. But here’s the punchline: even with that strong performance, gold has underperformed Bitcoin by 96% year-to-date. And mind you, Bitcoin traded sideways for eight months this year!

Zoom out even further, and gold is down a staggering 99.99% versus Bitcoin since the start of 2012…

Sure, Bitcoin is volatile – that’s a given, and you need to approach it with the right mindset and strategy.

Our rules for engagement?

No leverage
No FOMO
Top 3 to 5 assets as main bag
Self-custody (or multi-sig) with good wallet hygiene
Only trade a small degen bag <10%
HODL over a longer time horizon
Zoom out and remove the noise
Expect 35% pullbacks frequently
BTFD if you can

The big picture?

Bitcoin is accumulating purchasing power faster than any asset in human history – about 8x faster than the next fastest horse in the race, which are tech stocks.

It’s a stark reminder: outside of crypto and tech stocks, nothing else is helping you build purchasing power. Even large-cap equities like the S&P 500 are barely breaking even, while everything else is outright loss-making versus the 10% global debasement trend.

Think carefully about what that means, because it’s an incredibly important concept to your future self…

[David Mattin @DMattin]

More thoughts on o3:

TL;DR: strap in everyone, things are about to get very weird.

This model scores 25% on the Frontier Math benchmark. These are math problems so hard almost no human can understand them, let alone solve them. I can't. You can't.

Let's face it: the machines are now smarter than all of us. Or, if you insist, than *almost* all of us.

What does this mean for our shared future?

AIs are about to go to places we can't. They're about to conquer conceptual and scientific realms that will remain, for us, only shadows, or stories of far off lands.

They'll build and run this new world for us. Science, maths, engineering, finance, manufacturing, the economy. We'll live in it, but we won't understand it. In some deep sense, we humans will be as children to AIs.

This is the Economic Singularity that @RaoulGMI and I have been talking about. All the old social and economic models will break down.

A vast enweirdening is ahead. No one can really understand what's coming.

Does this means that we humans no longer matter? Are we now irrelevant? Is this the end of human thought and creativity?

No, no, and no.

We still define what good means to us. We still define what beautiful means. And most important, only we know how it feels to be a human being; only we can truly see one another, and be there for one another, on that level.

Yes, There is a deep sense in which we're about to hand the future over to intelligent machines we built.

Amid all that, we can still matter. But we have to choose to matter.

[Cassie Kozyrkov @decisionleader]

Ironically, the true "AI-First" organization is "AI-Last." Huh? Bear with me. One of the biggest mistakes that businesses make with AI adoption is misunderstanding what it means to be "AI-First" and trying to implement AI for AI’s sake (or for keeping up with the Joneses... never a good reason), which can undermine progress.

A much better approach is to focus on what the core business needs and insist on attempting to automate the most valuable processes for the business even if you thought they were off the table for automation when you evaluated them a few years ago. It's the attempt that makes the difference! Reach for more! Reach beyond what's small and slow and tedious. Make the attempt and you'll find yourself AI-First as you discover that AI will so frequently be part of the solution to the problems most worth solving.

Being AI-First means rethinking and reevaluating what's "impossible" and trying everything to get those business results. If AI isn't the right solution for you, that's no tragedy; you've solved your most important business problem another way. That's what I mean by AI-Last. By being laser-focused on automating your most valuable processes, you'll be guaranteed to use AI where it's most valuable and impactful, not where it doesn't belong.

When you reach higher, when you reach for more, you'll see that AI is the new face of possibility. You'll find is that so many of the things you thought you couldn't do before might now be possible with AI. And the *only* reason that they're possible is thanks to AI.

You could be sitting on a treasure trove of value that you wouldn't even consider tapping into if you weren't willing to revisit the status quo. *That's* what it means to be AI-First.

You'll be surprised how much of yesterday's impossible is possible today!

I discuss this and more with @cswolf, Himanshu Singh, and @Shobhit_Bhutani of @VMware by @Broadcom in our Getting Started Safely with #AI webinar linked below. Highly recommend giving it a listen!

https://t.co/J0yMPRldUK

[Charles Hoskinson @IOHK_Charles]

Ron always will be the boss https://t.co/gC9kzLPu4W

[mert @mert]

the big news is here

today we're introducing ZK compression to Solana, directly on the L1 — without requiring L2s

this changes everything you thought you knew about Solana and scaling L1s

TL;DR — we compress onchain state to get 10,000x scale improvements and get 1 step closer to building The Financial Computer — an unstoppable, global, atomic state machine syncing at the speed of light

for non-technical folks
developers can now build and scale literally anything they want directly on Solana without needing to leave it

example cost difference
take an airdrop to 1,000,000 users

this today would cost over $260,000 for state alone

now, it's $50 — 5,200x cheaper

but a token account is just one example of this — *everything* on Solana is an account, meaning everything can be scaled

for technical folks
there are two costs on Solana — compute and state

Solana already has cheap compute — but state is expensive

allocating accounts, paying rent, and scaling with users have all been shown to be a massive roadblock for Solana devs

this is now fixed

and if you're a bit more technical, you'll know that state-growth is a major issue for scaling blockchains

well...with this you can compress all Solana state!

and this has further implications for hardware requirements and the overall performance of the entire network

this is just Day 1, there will be challenges of course (and we will overcome them, as we have done before)

you combine this, add in firedancer, multiple concurrent leaders, async execution and an ecosystem of thousands of insanely cracked devs — and we have a real shot at this crypto thing

accelerate