Alpenglow is now live on Solana mainnet. ⛰️
Finality just went from ~12.8 seconds to ~150ms.
The biggest consensus upgrade in Solana’s history, built by @anza_xyz.
@KobeissiLetter This shows the phase shift after ChatGPT brought AI to the public: from offices for physical employees to data centers for infinitely scalable digital agents that work 24/7, need no housing or offices. Their “food” is only compute, electricity and data.
@SemiAnalysis_ Totally agree. Many market participants are looking at this too superficially. Whether closed or open source leads is almost beside the point: we still need orders of magnitude more compute as models grow and agentic workflows become more complex and compute-intensive.
My view after re-reading “Situational Awareness” in 2026:
Too aggressive? No.
Wrong directionally? No.
The compute buildout is real.
The agent shift is real.
The China race is real.
The government involvement is real.
The timeline is debatable but the trend is not.
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@jvisserlabs Your totally right. On the other hand in the All in one Podcast they are totally missing the point (maybe intentionally) saying that layoffs have nothing to do with AI. It’s important to be accurate even if it doesn’t support the narrative you would like to hear.
@mert That’s amazing. He predicts the USD stable coin expansion through out the world that is happening and that will accelerate when they get rolled out through global apps like Facebook and X. Tokenization of the financial markets that is just beginning.