Ronan

investing @Collab_Currency / @Dorm_DAO τ reply guy, dreamer

[Ronan @Ronangmi]

1/ SCALING THROUGH DECENTRALIZATION

This piece explores the motivations behind improving model performance in a decentralized setting.

Link in next tweet.

[Ronan @Ronangmi]

@Shaughnessy119 agree on potential for OS model adoption to eat at mrkt share via: broader recognition many tasks dont require frontier pref + enterprise cost crunch

but in current form - and particularly for agents tasks (higher input:output ratios) - are margins not improving?

[Ronan @Ronangmi]

GM (h/t @0xsmac)

https://t.co/Vif1FpT9a9

[Ronan @Ronangmi]

I like the idea of decentralized compute forex market with native unit of account

Fork attempts are typically shitter versions of the first

But given the lack of a real fair launch for PRL + the opportunity to fix the PoUW mechanic makes PRL fork potentially interesting IMO

[0_skre @skre_0]

some heuristics on “ai mining” from this and other previous work. when hash rate goes up exponentially and cost of the hash rate doesn’t make sense, people aren’t throwing compute at it like idiots but instead found significant optimization

also team selling compute packages 🚩

[Ronan @Ronangmi]

Agent skill idea

K.I.S.S

[Ronan @Ronangmi]

@c0xswain Drop it

[Ronan @Ronangmi]

fabled BTC.D meltdown but its because Q-Day probability ratchets up

[Ronan @Ronangmi]

@anay_sim AI infra supply chain reratings (both directions) as market gets transparency on:

- the how and why of Ant/OAI external provider dependencies
- margin profile of frontier tokens

[Ronan @Ronangmi]

not a biotech expert in the slightest

but after spending time on it, feels like one of the more asymmetric opps I’ve seen

[Ronan @Ronangmi]

$QURE

[Ronan @Ronangmi]

@BaggerWalmart YES holders exploring collective organization and permissionless governance

[Ronan @Ronangmi]

thought provoking, spicy and def a bit sensational

but if you dont subscribe to the idea that tradfi can just clone everything with a regulatory wrapper and win (I dont), it reads more like a BTC + BTC.D bear thesis than an all of crypto one

[Ronan @Ronangmi]

✍️

[sun runner @0xSunRun]

It is so far, absolutely. And that demand from the end user is only going in one direction (much, much higher).

My working theory is that as the frontier continues to push forward, competitors, namely the Chinese (open-weight) and eventually actual open-source, will distill and redeploy this intelligence (I consider this a natural law of the universe that cannot be prevented). You can tack onto this dynamic providers looking for creative ways to make inference cheaper (whether centralized or decentralized).

What that leaves you with is a continued race towards "AGI" at the frontier level, with an entire market in its wake, ramping up to provide better and better solutions at a cheaper cost.

The demand pie will continue to grow exponentially, but it will segment itself into different buckets based on what is actually required to complete a task. Responding to my e-mails might not require Claude Mythos and can be handled by Gemma or Kimi, routed through Chutes, while Eli Lilly will want Mythos to be working on its longevity solutions, etc., etc. You can quibble about the nuance of how the demand is allocated across models, but all of it requires the continued infra buildout. The supply side will take a very long time to catch up.

[Ronan @Ronangmi]

excuse my naivety, but given timing hard not to attribute to PRL + Pluralis?

[Alexander Long @AlexanderLong]

4090 and 5090 prices have more than 2x'd on vast in last 20 days. People realising these cards are good

[Ronan @Ronangmi]

@icyponds @0xKNL__ @doppel_ichi gonna need u to drop that in rivy chat

[Ronan @Ronangmi]

@Shaughnessy119 @AustinBarack @0xdrej

[Ronan @Ronangmi]

A person I have known for more than ten years, who I consider trustworthy, is convinced Peter is the Citrini of Biotech and the segment will shortly experience a historic melt up. I don't know anything concrete, but if I weren’t exposed, I would be concerned.

[Peter Mantas @peter_mantas]

To clarify any doubt: The rips that will occur in $qure and $twst and $abcl and $clpt and $psnl and $prme and $txg and hell even the $xbi etc etc etc are going to make the AI/ $QQQ bubble look like toddlers in a playground.

We're not there yet, but enjoy the journey bc it will be uncomfortable.

[Ronan @Ronangmi]

@hashdag curious if you have any thoughts on Pearl given the paper acknowledges your work?

[Ronan @Ronangmi]

@chang_defi Multiple Chang Posts (MCP)

[Ronan @Ronangmi]

@mrinko your welcome
https://t.co/8EPb0Vlp3d

[Ronan @Ronangmi]

jumping in front of a waymo to improve its training data diversity

accelerate.