Execution went electronic. Authority did not. backing the atoms those agents will trade exec chairman @Accordsai · 021 https://teapawt.net/t.co/UpAoukGCdm
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Picture a trade five years out.
Your agent rebalances. It hits an exchange's agent. That agent pings a liquidity provider. A market maker hedges the other side before your order clears.
Four institutions. Zero humans in the loop. The thing being traded is increasingly compute itself.
Every handoff crosses a wall. Whose rules apply. What it can commit you to. Who is accountable when it is wrong.
That is not a security problem. It is a governance problem.
Max Curnin retweeted
Incredible opportunity to help build THE bio-defense prime.
Good news on a day like today helps me sleep
Excited to welcome Matt Watson (@BioAndBaseball) to Pilgrim to help lead our policy efforts!
Matt has spent more than 15 years working across biosecurity, pandemic preparedness, and national security. During COVID-19, he served as a senior advisor at @HHSGov, leading the development of the tools used to track hospital capacity nationwide and identify where the healthcare system was under strain.
At the Center for Health Security, he worked alongside Dr. D.A. Henderson, who led the global campaign that eradicated smallpox. He also directed Johns Hopkins’ Emerging Leaders in Biosecurity (ELBI) program, whose fellows have held leadership roles at the White House, DHS, CDC, In-Q-Tel, Anthropic, and OpenAI.
We’re thrilled to have Matt on board as we build the nation’s biodefense infrastructure! 🇺🇸
Cloudflare's Monetization Gateway charges agents per request.
The seller writes the rules. Coinbase's x402 facilitator settles in USDC on Base.
What the docs do not say yet: any buyer side spend cap, a gateway fee, or a refund process.
theagenteconomy.si/gaps/clou…
Fireblocks sells x402 to payment companies.
The hosted Gateway is white labeled. Vaults check policy before anything signs. Agent Wallets carry revocable limits, merchant allowlists, and time windows.
The open source facilitator is testnet only until you set a flag.
theagenteconomy.si/compare/f…
Big congrats to @grant__gregory becoming a GP at @cantos. Props to @IanRountree for a keen eye on spotting gems. Very fortunate to be an LP of this tier 1 fund
Max Curnin retweeted
.@Jason is 1000% correct here. AI compute demand is going straight-line up.
We are just getting started.
Is this not obvious? It will be in hindsight.
I've been screaming about this for months.
Some models I've run.
(Wherever you think this is going, it not the green line. That's the last era of compute demand.)
“AI token usage is going 500x from here” says @Jason
Anyone arguing that AI usage has peaked or compute demand is maxed out is completely lost and obviously doesn’t use the technology
We’re still at something like 2% of people in corporate America using AI today AND both OpenAI and Anthropic haven’t even launched agents at scale yet
We have only touched the surface of what’s possible with AI and the usage will not just grow (linear) it will ACCELERATE (exponential) from here
I feel like this is hard for people to wrap their heads around but if you want to understand where this market is going, you need to understand this trend.
It’s not stopping, it’s getting much bigger, and the mid-terms, rates or anything else will not stop this
It doenst mean the market goes up in a straight line, but as an investor don’t get lost in the noise. This is the biggest technological change in our lifetime
Think MUCH MUCH BIGGER
Max Curnin retweeted
Why optical compute was always “five years away”: Speaking on “Innovate with TSMC!” at the 2026 TSMC Technology Symposium, @PatrickTBowen explained the component-size challenge that held optical computing back for decades, and how Neurophos solved it.
Thank you to TSMC for hosting us and helping make this work possible.
Max Curnin retweeted
Absolutely historic. Congratulations to Radiant. Big approval.
Radiant has secured U.S. Department of Energy (@ENERGY) approval of its Documented Safety Analysis for Kaleidos, making it the only microreactor to be reviewed and approved by the DOE for full power operations.
The approval is not just for criticality, but for Radiant’s full power, full temperature testing at the Idaho National Laboratory. Radiant will test the complete reactor system using the same design it will manufacture at scale.
Next up in the path to commercialization: Readiness Review.
Read more here 🔗 radiantnuclear.com/news/radi…
Max Curnin retweeted
Radiant has secured U.S. Department of Energy (@ENERGY) approval of its Documented Safety Analysis for Kaleidos, making it the only microreactor to be reviewed and approved by the DOE for full power operations.
The approval is not just for criticality, but for Radiant’s full power, full temperature testing at the Idaho National Laboratory. Radiant will test the complete reactor system using the same design it will manufacture at scale.
Next up in the path to commercialization: Readiness Review.
Read more here 🔗 radiantnuclear.com/news/radi…
Max Curnin retweeted
SITUATIONAL AWARENESS SEEKS FUNDING TO BACK FLUIDSTACK AT $40 BILLION VALUATION: BBG
Max Curnin retweeted
Breaking: Leopold Aschenbrenner is doubling down on his biggest private bet
Situational Awareness is raising money to invest in Fluidstack at $40B valuation
Leopold led the $7.5B round in January
Other Fluidstack backers include:
• BlackRock
• Gavin Baker's Atreides
x402 just did 3.08M transactions in 30 days. Total value: $1.58M.
That's about 51 cents a transaction. Agents are paying, but mostly for API calls, not for things.
How it's measured, and what it misses:
theagenteconomy.si/concepts/…