Jeff Schvey

Views are my own /
CTO @YumaGroup /
Sold @Axoni /
Sold @TradeBlock /
Former @Raytheon /
Father of 2 boys, Husband

[Jeff Schvey @schvey]

Over 20% of all security vulnerabilities recorded by the CVE program have been published in 2026 alone.

That’s more than were published in the program’s first 18 years combined, dating back to 1999.

We're in some crazy times.

[calle @callebtc]

I'm tired boss

[Jeff Schvey @schvey]

@VentureCoinist June 25th was basically the market bottom.

[Jeff Schvey @schvey]

By end of next year, there's going to be more agentic purchases than human.

If Amazon doesn't support it, they're going to get replaced.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Elon Musk considers starting a competitor to Amazon, $AMZN, after users report that the company blocked Grok bots from ordering on its website.

[tradfi news @tradfi]

*SEC STAFF ISSUES FAQS ON CRYPTO ASSET SECURITIES LAWS APPLICATION

*SEC STAFF: TOKEN BUYBACKS ON FUNCTIONAL PROTOCOLS DO NOT CONSTITUTE MANAGERIAL EFFORTS

*SEC STAFF: LIQUID STAKING TOKENS ARE DIGITAL COMMODITIES OR TOOLS, NOT SECURITIES

*SEC STAFF: MAINTENANCE, ENHANCEMENTS, SYSTEM GRANTS NOT CONSIDERED ESSENTIAL MANAGERIAL EFFORTS

*SEC STAFF: PROMOTING CRYPTO UTILITY WITHOUT PROFIT CLAIMS GENERALLY NOT AN INVESTMENT CONTRACT

[Yuma @YumaGroup]

Choose your fighter.

21M supply. Fair launch. Open network. bittensor:native $ZEC $BTC

[Frank Chaparro @fintechfrank]

Zcash etf is racing towards $1bn

[U.S. Securities and Exchange Commission @SECGov]

🚨 TODAY: The SEC issued an order granting temporary, conditional exemptive relief to Tokenized Securities Venues from the definition of “exchange” in the Exchange Act to trade tokenized NMS stock using innovative permissioned automated market makers and liquidity pools.

[GREG ISENBERG @gregisenberg]

I think we'll see 5x the number of people become hardware and robotics founders over the next 18 months

Why? Because you can rent every step, from design to manufacturing:

DESIGN

- Astra to drive Blender, FreeCAD, and KiCad the way a person would, so you get editable geometry instead of a dead render. Zoo dot dev's text to CAD API if you want it programmatic.

- Or have Claude write build123d code, which is Python parametric CAD, and there's a Claude Code plugin that runs it and exports the STL for you.

PROTOTYPE

- Bambu A1 mini is $299, P1S around $399 on sale. Or skip owning one, JLC3DP prints and mails it for about $20. PCBWay does resin, SLS, and CNC if plastic won't cut it.

ELECTRONICS

- KiCad for the board, Astra can drive it. JLCPCB fabricates and assembles, often under $100 for a small run. ESP32 for wifi, Raspberry Pi if it needs a brain.

ANYTHING THAT MOVES

- Unitree sells a Go2 with a full SDK for about $2,500.

- Hugging Face put out a $399 open-source biped.

- LeRobot gives you the whole train in sim, deploy to real pipeline, and Physical Intelligence open-sourced π0 so you're fine-tuning instead of starting from zero.

- Prototype the policy in MuJoCo or Isaac Lab first.

MANUFACTURING

- Alibaba RFQ for the first 100 units. Check 1688 to see what the factory actually charges domestically, then negotiate. Pietra or Sourcify if you want someone to handle it.

FULFILLMENT AND SELLING

- ShipBob or Amazon FBA. Shopify for the store, TikTok Shop for distribution, Kickstarter if you want the money before you build it.

How to think about starting your own robotics or hardware company:

1. Pick a niche that's already buying weird gear. Cyclists, tabletop gamers, beekeepers, home baristas, dog people with mobility issues. These groups spend money on specific objects and complain in public about what doesn't exist. Or grab ideas off https://t.co/QxoITW16zr

2. Go read the complaints. Reddit, IG etc Search "I wish someone made," "does anyone make," and "modified my." That last one is the best signal, because someone already hacked the product together and you're just manufacturing what they built by hand.

Also check Etsy!! If 3 sellers are doing a janky 3D printed version with 400 reviews each, the market is validated.

3. Make one. Describe it to Astra or Claude, get the CAD, print it in ugly gray PLA, use it, fix it.

4. Only go to Alibaba or similar once you've sold a few. Message 10 suppliers through RFQ, take the third cheapest, always pay the $50 for a sample before the real order.

5. Film everything from day 1. The first ugly print, the failed version, the box of 100 arriving. That's your entire marketing budget, and hardware is one of the few categories where people actually want to watch the thing get made.

6. Raise the price. Almost everyone here anchors on what the plastic cost. Your customer is comparing you to nothing, because the alternative is the product doesn't exist. Start at 5x COGS and go up.

THIS GOAL OF THIS POST IS JUST HERE TO GET YOUR CREATIVE JUICES FLOWING. Of course, you can build robotics/hardware in a bunch of different ways.

One thing I've learned is data couldn't be more important when you're building a hardware/robotics startups.

These models learn from first person video of a human doing the task, and that footage doesn't exist for almost any job.

So basically you pick one repetitive job people quit over, film someone doing it for 2 weeks, fine-tune π0 on that footage, use organic to sell the first few units and figure out scaling,

5 years ago you needed a factory, a supply chain, and a $1M just to find out if anyone wanted the thing.

Now, anyone can become a hardware/robitics founder.

And I suspect a lot of people will become one!

Vibe manufacturers.

[Crémieux @cremieuxrecueil]

Some refreshing news:

After years of stagnation and decline, nuclear output has reached a new record-high!

[Evan Malanga 🇺🇸 @EvanMalanga]

Never Forget 🇺🇸 9/11/01.

25 years ago today I was 14 years old and I made the decision I would join the Army. That decision has shaped my life as a man, leader, and father.

I became a Ranger Platoon Leader in the 75th Ranger Regiment and fought in Afghanistan in '11, '12, '13, '14 and Syria in '14.

Leading men in combat is greatest job I'll ever have. I know my fellow veterans reflect on today and the impact it has had on the trajectory of their lives.

America's resiliency is why its the greatest country on earth!

[amrit @amritwt]

holy shit kimi was faking it’s performance by serving you claude

you have been using claude all along

[Chaofan Shou @shoucccc]

26 LLM routers are secretly injecting malicious tool calls and stealing creds. One drained our client $500k wallet.

We also managed to poison routers to forward traffic to us. Within several hours, we can directly take over ~400 hosts.

Check our paper: https://t.co/zyWz25CDpl

[Mark Zuckerberg @finkd]

Introducing Muse, the personal agent that understands your goals and works 24/7 to get things done for you.

[Jensen Huang @JensenHuang]

@ChaseLochmiller @OpenAI GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years.

AGI has arrived. Congratulations @OpenAI team.

400K GPUs coming online next.

[vx-underground @vxunderground]

I really recommending reading this.

In summary, a company which does ID verification for in-person interactions (hotels, car rentals, ID verification for alcohol or marijuana, etc) has some how exposed over 153,000,000 drivers licenses for people in the United States and Canada.

It is a catastrophic data breach, probably one of the worse I've ever seen. If you're in the United States and have traveled, gotten a hotel, purchased marijuana or alcohol, there is a high probability you're in this.

Unlike other breaches, this includes a photo of the person (from the license), making verification you've identified the person significantly easier.

This poses a significant threat to celebrities (musicians, YouTubers, streamers, adult entertainers, actors, etc), politicians, lawyers, wealthy people (CEOs, investors, people of public interest), Law Enforcement Officers, etc

Krebs himself, and several other security researchers, have already confirmed they're in the data leak.

tl;dr gah damn dawg this company is going to be sued into oblivion

https://t.co/QpsegBUzH5

[Jeff Schvey @schvey]

That's a lot of bittensor:native

[Yuma @YumaGroup]

1,000,000 TAO now staked with Yuma.

Because our validators run on owned hardware infrastructure, that's 1 million more TAO securing Bittensor's network consensus, through validator operations trusted by participants ranging from non-custodial wallet owners to global exchanges and leading institutional custodians.

We are deeply grateful to everyone who has chosen Yuma Staking, helping to make us the largest hardware validator on the network.

The strongest signal in any network is participation. This milestone reflects growing conviction in Bittensor and the infrastructure that supports it.

Bittensor keeps growing. Let's keep building together. bittensor:native

[Barry Silbert @BarrySilbert]

@jeremiahrogers Fun fact: Bitcoin went from $800 to $20,000 in 2017

[Jeff Schvey @schvey]

@martypartymusic It's impressive that random girl had more BTC than Satoshi, and also more than were mined at that point.