Sovereign Individual. #Bitcoin
Lugano, Switzerland
Joined February 2020
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davesoma retweeted
If it was actually important to "pace the frontier", wouldn't the first step be to limit the amount of capital that AI companies can raise? Funny how he doesn't mention that at all.
Nobody should trust these guys to influence policy.
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
davesoma retweeted
An alternative hypothesis:
- model performance is plateauing
- compute is getting much more expensive
- AI data centers are massively unpopular
- slowing down AI development is a way to explain slowing progress, reduce spending, and try to regain some goodwill.
- This is an effort to save the IPO not humanity.
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
davesoma retweeted
Around 2,500 years ago, the Greek philosopher Anaxagoras proposed that the Sun and stars were physical, fiery objects rather than gods. This was an important early step toward our modern understanding of the stars.
davesoma retweeted
I take the opposite side of that.
My basic reasons are that I am quite optimistic about cybersecurity in the long term and I see the primary problem as being getting the transition, and I expect BTC to handle at least any issues that do not require social consensus well (upgrading clients, mining pools, etc to deal with network-layer hacks is in this category) (and I think the probability of actual breaks on hashes or PoW is tiny)
I would offer a bet, but given what my holdings are I'm basically taking this bet (I assume you believe the same re ETH) with ~90% of my net worth already 😀
davesoma retweeted
Look closer.
This is what “change” looks like inside your brain:
1. Stop rehearsing disaster.
davesoma retweeted
gained a ton of new insights working in bitcoin red team 🟥 that i wish i could share without vague posting. but this is what i got anon.
- we’re experiencing a massive collision between decades of human open source slop against 2 weeks of kimi k3 (not good)
- everything is broken, bitcoin is burning
- bitcoin is becoming stronger through this
- bitcoin is the obvious first target but the rest of the world will follow shortly
- sometimes old things need to burn so new things can grow on healthy soil
- humans should never code in c (just stop)
- lightning is complicated and is more broken than the average (sorry)
- verification is free. we used to complain about slop PRs. then about slop security audits. if you can’t handle the information overload, stop complaining and use AI to sort through it.
- those projects that started AI audits months ago are in a completely different position than those who didn’t
- projects need their own AI audit pipeline going into the future
- the burden for a developer to keep software safe and secure is pretty stressful and not for everyone. it has become a lot more stressful now.
- unmaintained projects are most probably broken, don’t rely on them. i’d rather one-shot it myself with a modern AI
- multiple concurrent, diverse human approaches have proven to be the best vulnerability search method
- external red teaming will probably have to continue forever
- we’ve basically completed a basic scan of virtually the entirety of bitcoin open source. the low hanging fruit is done.
- we’ve reported a ton of real critical and high vulnerabilities. project maintainers across the board have validated our findings.
- response speed is very different across projects and shows how healthy each project is. i recommend acting fast these days.
- red team etiquette matters. if you don’t disclose responsibly, boast on twitter about your findings on a particular project, or make indications about the nature of particular findings, you’ve disqualified yourself as a serious security researcher. trust is the most important factor in this game. if you lose it, it’s very hard to win it back.
- did i mention that humans should not code in c?
love you all.
davesoma retweeted
Every time you convince yourself to not take the risks that you know deep down that you should take, you actually lose a bit of self-esteem and accumulate a bit more anxiety.
davesoma retweeted
Ego2Robot might be one of the biggest data-scaling ideas we've seen for robot learning.
Instead of collecting millions of expensive robot demonstrations, Alibaba's Qwen team converts first-person human videos into robot demonstrations.
📹 Human videos → 🤖 Robot data.
18,561 hours.
15 robot morphologies.
That's the largest ego-to-robot dataset so far.
davesoma retweeted
davesoma retweeted
Finishing what you started without overthinking the whole situation often surprisingly opens up the doors to many opportunities that you didn’t even know you needed.
davesoma retweeted
TRANSLATION:
Big Energy and OPEC need more time to keep the strait closed while oil and LNG executives close more deals, and the WEF gets its manufactured inflation, recession, and distressed-asset-stripping crisis.
Once we’re done, we’ll announce the deal we already agreed to.
In the meantime, you deal with the inflation.
You will own nothing and be happy.
“Draining the swamp” meant draining the global middle class that doesn’t own the appreciating assets.
Meanwhile, you get distracted with left-versus-right politics, capitalism vs. communism, manufactured immigration, and fake wars on terror while we price you out of the markets.
You can pretend elections matter while the financial-industrial complex sets the policy and tells you when the strait will reopen through our insurers.
Go distract yourself at a Tommy Robinson rally and vent some frustration there.
It will make no difference, and we’ll use it to build your social credit score, pre-crime social media arrest data, and digital ID profile.
Theatre.
davesoma retweeted
A US Senator just casually explained how you can store BTC in your brain during a legislation markup:
"It provides people who are being tortured in foreign countries the opportunity to walk away with their money in their head. Because Bitcoin can be memorized."
Magic ✨
davesoma retweeted
The more comfortable you feel with your current life, the more likely it is that you are diverging from the path towards the best version of yourself.
If you've ever experienced, just once, what it's like to truly take control of your life and redefine its trajectory, you know what it feels like: a bit scary, a bit painful, a bit stressful, and a lot of people looking at you with perplexity and disdain;
and yet, as the months and the years pass, one day you will also look back, and you will realize that you were actually learning, growing, and living as you were meant to, and you will feel totally free from any insecurity, envy, regret, as you finally become connected with who you didn't even know you could become.
davesoma retweeted
Loved seeing this Charlie Munger memorial in Omaha. Heartwarming that he'll be remembered by the city for decades to come.
davesoma retweeted
This is Jason Calacanis.
In 2018 he said Bitcoin had a 33% chance of going to zero. BTC was ~$11K.
8 years later, he's back, calling BTC "stale", "played out" and predicting a "post-Bitcoin world"
where it ends up like an Atari 2600.
So no Jason, Bitcoin is not:
- Out of buyers.
Spot BTC ETFs have taken in tens of billions since launch; BlackRock’s IBIT alone surpassed ~$25B in inflows. The idea of a U.S. Strategic Bitcoin Reserve is now openly discussed at the policy level. Over 140 public companies now hold BTC on their balance sheets. The buyer base is the deepest it has ever been.
- Going to zero nor Failing to reach six figures.
You made the same call in 2018 at $11,000. Bitcoin has since printed an all-time high of ~$126,000. Your "zero" thesis is up roughly 11x.
The claim that it can't get there is just factually wrong.
- Less interesting than TAO or Solana.
...and a slot machine is more interesting than a treasury bond. Doesn't mean you should retire on it.
- Worse than stablecoins for moving money.
Not comparable. One is an issuer liability with admin keys, the other is non-sovereign bearer money with no issuer.
- Abandoned by developers.
Bitcoin Core continues to see over 100 active contributors annually, with growth year-over-year. Ordinals, Runes, BitVM, Ark and Spark are all shipping. Lightning capacity reached new highs in 2025.
- Irrelevant to humanity.
Bitcoin's hashrate crossed 1 zettahash/sec range (1000+ EH/s), the most secure compute network ever built.
It increasingly discussed as a sovereign reserve asset alongside gold. And it serves as bearer money for the hundreds of millions to over a billion people living under capital controls or double-digit inflation.
Call it "stale".
The market disagrees.
