🌊Sebastian Moonjava🌊 (@theDAOKING) header
🌊Sebastian Moonjava🌊 (@theDAOKING) profile picture

Incentives are predictive. | Chronically online; Betting on the future | prev: @realvision @ethstatus

Decentraland
Joined June 2016
"The choice is a real one, because death can be embraced in a number of ways; the pursuit of perfection and eternity in all its manifestations is equivalent to choosing the idea of death over the idea of life" ~ The Alchemy of Finance
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🌊Sebastian Moonjava🌊 retweeted
Anthropic will make ~1,000 employees worth +$100m at $2 trillion market cap. There's ~11,000 Americans with $100m in investable assets. So something like 1 in 12 Americans with $100m (liquid) will be from Anthropic. If you add in Openai, maybe 1 in 7.
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Crime season... Again ?
Polymarket has seen 995 accounts drained by a hacker, for $2,654,211.42. Largest losses were 341k and 307k Hacker has converted all funds to POL (most likely to avoid freezing)
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They say if there is ever a major outage there wont be any warning. We might be getting warnings ?
BREAKING: Pentagon investigates suspected cyberattack after freezers at 6 US military bases mysteriously malfunctioned, spoiling large quantities of food, per Reuters. In at least one of the cases, the freezers did not simply stop working. Instead, the cooling units’ temperatures were cranked up overnight, yielding massive amounts of wilted or melted food in the morning. It comes as the Pentagon prepares every major US military base to operate for at least 90 days without outside electricity, fuel, water or supplies, anticipating a major war.
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Hyperliquid
I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
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🌊Sebastian Moonjava🌊 retweeted
Still blows my mind someone at Google would of came up with the idea of Google Maps / Google Earth Then suggested that they drive down every road on the planet and take pictures of it And then they actually went and did it
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AI is creating so much volatility right now, which you can see everywhere except in the volatility statistics.
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Keynes said the stock market is a beauty contest. You don’t pick the best stock. You pick what you think everyone else will pick. now with AI things go a layer deeper.
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🌊Sebastian Moonjava🌊 retweeted
Jensen Huang in 2003: “The goal of winning is so you can play again.” “It’s just like pinball. If you can just play well enough to get another game, you can be there for a long time.”
What's the # 1 trait of the world’s greatest leaders? “These are people whose greatest prize in winning the current game is gaining the right & invitation to play the next game.”
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One person bio tech acquired by anthropic ✅️
Surprise 1: Anthropic acquired a one-person biotech . . . Surprise 2: that person is me Surprise 3: I’m here to tell you all about it Yes, this is what you think it is; after 6 yrs of increasingly loose anonymity: the Professor Oak reveal post …and yes, it has gotten so boring around here that I’m literally doxxing myself to spice up the timeline ------- Ok, allow me to introduce myself. My name is Cody Tranbarger. I mostly tweet, but occasionally find time to dabble in drug dev & starting/building biotechs. My past lives span the VC, crossover, startup continuum; Prof Oak has been my way of keeping a digital foot in those worlds, despite having my physical feet planted elsewhere. The past 18 mo, ‘elsewhere’ was Mithril Medicine, a co. I founded to develop bsAbs for LAMA2-CMD & other ECM-related genetic diseases. Mithril was born out of hands-on building with @MikeNGladstone, @JasonPaulRhodes, @LifeSciVC, & team @atlasventure. Somehow, I made enough half-decent calls along the way (even a broken clock is right twice a day, eh?) to convince them Mithril/I warranted a small seed. While I can hardly rationalize such an outrageously cavalier bet, I’m grateful for it, & I'd partner with Atlas again in a heartbeat. In typical AV fashion, Mithril’s primordial form was virtual, decentralized, & ultra-lean. This stage tends to be short-lived, but for Mithril, it worked surprisingly well, for surprisingly long, thanks in part to the rapid maturation of the AI tools I used liberally. Eventually, Mithril became a bit of an experiment itself - to find the upper bound of how far it could scale as a single operator + a bunch of Claude (+ a stellar bench of part-time consultants). In parallel, I started spending time with @nc_frey, @an1lam, & @CoefficientBio team; and promptly experienced, for the 1st time, AI at the frontier. Soon thereafter, Mithril stopped looking like an experiment, & started looking like a preview of an entirely new operating model. From that spark came “Pipeline-in-a-Person.” The idea immediately resonated when we shared it here back in April; and it was central to the shared vision that led to Anthropic’s acquisition of Mithril, & my joining the team. Why join Anthropic? Three reasons. (1) For Mithril, the programs continue, with more resources & infrastructure behind them, and as much Claude as I can put to work. (2) For me, the chance to start several more programs, & find out how many one person can actually run in parallel - an almost unprecedented luxury for a curious drug hunter. (3) For our mission, a path to institutionalize & scale this new way of working, then put it in the hands of all of biopharma, all over the world - which, candidly, I find the most energizing. Will AI x Bio cure diseases? Unequivocally yes, imo… but not by the route that gets the most airtime. Rather than timeline acceleration & compression, I see orchestration & parallelization as today's low-hanging fruit. Most drug hunters see a handful of go/no-go calls in a career, & spend entirely too much of the rest trading emails (my inbox can attest). Give them the bandwidth to run several programs at once, and the time to focus on scientific judgment, and I’m willing to bet they’ll make better calls. And at scale, better calls translate to more drugs, higher hit rates, broader patient impact, & likely, a disease or 10 or 100 cured. I couldn't be more excited to build toward that future @AnthropicAI. Finally, a heartfelt thank you to BioTwitter/X. The end of anonymity is bittersweet, but if anyone’s earned a proper introduction, you all have. It’s difficult to overstate how much this app has done for me: a decade of education, plenty of friends, many job opportunities, several mentors, a few investors, even a co-founder (fmr). It was the generosity of this community that inspired me to start posting 6 years ago, after just as many years lurking. I hope I’ve been able to pay it forward, in my own small way. But, to be clear, Prof Oak isn’t going anywhere. Same beat, same themes, and now, a front-row seat to drug development at the frontier. Stay tuned for dispatches from the trenches; and remember... Gotta Cure 'Em All
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🌊Sebastian Moonjava🌊 retweeted
The real 1-person billion-dollar company. A solo smart, high-agency CEO + AI can have an outsized impact on the world.
Over the past few months, Anthropic scientists have engaged in deep research partnerships with six organizations developing new medicines. We've also begun drug discovery efforts of our own. In doing so, we’ve learned much more about how Claude can support the many stages of drug development. In this blog post, we share some early results from these efforts, and describe how this work fits in with our wider ambitions in the life sciences. anthropic.com/research/early…
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The schelling points of AI trading strategy. The meta of Keynesian beauty contests. Not who I think is the prettiest. Not who I think they will think is the prettiest. But who they are told that they will think will be the prettiest. "What will everyone be shown as evidence of what everyone thinks"
One of the ongoing projects at @3F_Research is to understand what kind of investing advice AI will give…interesting new variable to consider
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Soon, offline wont exist.
AI uses Cameras and Lidars to spot dangerous rock slopes.
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🌊Sebastian Moonjava🌊 retweeted
30% of employees? Time for the runaway unemployment train Choo choo
MICROSOFT TO OFFER BUYOUTS TO 60,000 WORKERS IN LATEST COST CUT
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🌊Sebastian Moonjava🌊 retweeted
My quick takeaways on the Anthropic S-1: 1. This is a historical moment 2. $6.6M in revenue per employee!! Hard to even comprehend how good that is but Anthropic is AI native as it gets so makes sense. 3. I always thought OpenAI would drop their S-1 first 4. Customers spend about 9x more after a year. Net Revenue Retention is approximately 900% as of Sep 30, 2026. Good SaaS companies brag about 120%. 5. Cowork is growing faster than Claude Code did. Goes to show you the demand for consumer products. Duo will probably rip. 6. 3 years ago this company did $41M in revenue. In the first six months of 2026, it did $16.3 billion. I don't think anyone has a mental model for that curve yet, I sure don’t. 7. Nearly half of revenue comes through cloud marketplaces. About 48% comes from customers buying through them. Big companies buy where their budget already lives, and the lesson for founders selling to enterprises is to get listed where your buyers already spend. 8. Their run rate formula is published: the last 28 days of usage times 13, plus subscriptions times 12, which i guess is the new ARR math for founders? 9. It looks like They're merging Cowork into Claude dot au which tells you the chat box era is ending and the "go do the work for me" era is here. 10. Thousands of Anthropic employees are about to become liquid at once, so expect the biggest wave of new AI startups and angel checks San Francisco has ever seen. Reminds me when Facebook went public but this is way bigger. Let’s go! 11. Buried in the filing, Anthropic says the gap between what Claude can do and how widely it's used is one of its biggest growth opportunities, so the company itself is telling you the models are ahead of the market and someone has to close that gap for dentists, landlords, and plumbers. 12. Whatever happens, exciting times to be building in AI.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: anthropic.com/news/s1-sec Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
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“Evil is whatever distracts.” - Nietzsche
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🌊Sebastian Moonjava🌊 retweeted
Swap lines activated: *NVIDIA, AMD, BROADCOM INDICATE INTEREST TO BUY UP TO $5B OF META STOCK Meta to Raise $35B in common, preferred stock; will launch separate ~$60B ATM no earlier than Q1
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Uno reverse card in Brazil.
BREAKING: Lula wins re-election as president of Brazil, defeating Flávio Bolsonaro in the runoff.
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In a queue for Vera Rubins, get the whole rack.
In a queue for pumpkin spice lattes, get the double espresso
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Offline wont exist soon.
This quoted post is unavailable.
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Holding on to the past is bad for your health... and your income.
she’s so tired of generative ai
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