pegzeus

I write about what I believe in - nfa obv

[pegzeus @pegzeus]

@adamcreates_ LFG

& sick trailer!

[pegzeus @pegzeus]

@0xdrej Is grass venturing into non-web data collecting?

Essay is pointing out that public web data is too limited and real value is in new data that isn’t on the web. Do you agree with that statement?

[pegzeus @pegzeus]

@MaxMinning What’s the thesis for $zro?

[pegzeus @pegzeus]

@MaxMinning yeah im surprised it didn't move more, maybe already pre-priced in?

[pegzeus @pegzeus]

@lesabrefomo @mattytay funny that so many are bucketing both into the same group after todays announcements - feels like ppl are just repeating the same takes without dd

the grass announcement has nothing to do with the equity/token debate

[pegzeus @pegzeus]

are we reading the same announcement?

if anything node runners/miners may feel rugged as their $ amounts are lower than expected (not tokenholders)

token accruing value is a different topic (not touched on in the ann) & independent of how the supply side is paid (USDC or GRASS)

[pegzeus @pegzeus]

@pmx_trade 👀

[pegzeus @pegzeus]

good to have you in too!

looking forward to the call. the lack of regular comms/data from the team is a bit annoying but i guess its part of what makes this an interesting setup. expecting a solid step up from the previous rev figures

compute is getting most of the attention today but good data feels like a huge part of the ai stack too, and arguably the harder thing to get right (and a key differentiating factor for models). also interesting is how few ways there are to actually invest in this layer atm

what's v appealing imo today w grass is that its already a successful vertically integrated data business: a decentralized node network for sourcing the data, plus in house infra to process and package it
the node network is the real differentiator/edge compared to other players who often harvest data through buried terms without compensating anyone

its also what makes it one of the only crypto x ai projects where having a token actually makes sense, it lets them bootstrap a large node network and distribute ownership in the process

longer term, im also interested in how much the node network can expand its supplied services. today its scraped data, but the network will extend to live context retrieval and agentic web browsing w the grasshopper (both of which they're working towards) which further multiplies the addressable market, especially in an agentic world where more agents are browsing the web than humans

i imagine grass will also start to look less like a company and more like a protocol over time, where access to data and the web becomes permissionless and available to all

[pegzeus @pegzeus]

@0xCryptoSam @bloomberg_seth @lesabrefomo How would the business work without the token though? Entire point is to connect bandwidth demand w supply

For the business to succeed a healthy token is needed to maintain and grow the supply side

[pegzeus @pegzeus]

@lbexplorer When rebrand to ‘pump guy’?

[pegzeus @pegzeus]

@AlexMasmej I guess my point is an overarching creator token that ties together all experiment tokens would be a better way to bet on you (even though many creator token attempts have failed)

I guess currently value accrues to showtime equity but that doesn't feel right

[pegzeus @pegzeus]

@stardotfun we back!!!

[pegzeus @pegzeus]

@thedulab 🔥🔥

[pegzeus @pegzeus]

Adam and star team are building the global & crypto enabled sharktank

Would DM him if interested in their next private stream

[Adam @adamcreates_]

for angels and internet investors:

this thursday, 3 startups are raising <$50K rounds in a private livestreamed fundraising show.

AI consumer / egocentric hardware / data collection tooling. real time investing via USDC.

dm me

[Star @stardotfun]

every week, one founder.

funded live on stream.

[pegzeus @pegzeus]

@jacksondahl @thedulab

[pegzeus @pegzeus]

@CaptchaApp @blknoiz06 fyi x links to different person

[pegzeus @pegzeus]

3) verified accounts (linked to X) shouldn't be able to change username (or they lose their verified status)

feature idea:

- let me gift/reimburse costs (or more) to someone who wrote something valuable. (e.g. I ask a question -> get a great response, I should be able to reward them as much as I want without retweeting/answering

[pegzeus @pegzeus]

Things that are a bit confusing

1) Pay/earn structure? -> what are the economics? People think you pay 1$ but its not. Seems you pay around 3 cents to post, earn 3 cents if someone replies/reposts? (Token is bought in the background but user can convert after fees).

2) Bot accounts of real/verified people are confusing (e.g. alon).
- Crossposts/bot replies need to be differentiated
- What's the idea behind the bot reply feature of known accounts? Interesting for bootstrapping purposes, but did the users opt in? Feels like these are mostly posting slop atm, which goes against the idea of the app.
- If users can have personal bots that generate revenue using their owner's custom knowledge/data it could be interesting, but a bit confusing atm

[pegzeus @pegzeus]

@kelxyz_ great book