yack retweeted
Luka Doncic is offering fans free parking to tonight’s game vs. the Warriors, and free Metro Bike rides across LA.
A man of the people.
yack retweeted
Luka Doncic places full-page ad in LA Times ahead of Lakers' season opener on Wednesday.
"Dear LA, tonight we start our run for a championship."
(via @DanWoikeSports)
yack retweeted
Introducing Kled Labs.
Every major AI model learned from the internet. We're betting on people instead.
One goal: train our own models to beat closed models at important human tasks, using our data alone.
All data is sourced from our data application layer and our network of 600,000+ contributors.
We're hiring: jobs.ashbyhq.com/kled-ai/6e9…
yack retweeted
Biggest takeaways from the Laker game:
- Looney is a SOLID back up center
- Thybulle’s off ball disruption will fill a void
- ZW/Theiro absolutely cannot guard 1s/2s
- Mamu is a fantastic passer
- JJ’s ego still is not in check
- Carr is NBA ready
- WE NEED A STARTING FORWARD!!
yack retweeted
SURPRISE GUEST🚨
Today on MCG
$KLED | @useKled w/@avipat_
Highlights include:
01:08 – Introduction
02:35 – Updates, New approach
04:31 – Kled's current state vs 8 months ago
05:07 – Fraud detection as a core moat
09:01 – Why competitors keep failing
10:44 – Thesis on human data vs scraped data
13:39 – Why Kled doesn't rush to raise pay
14:57 – Reopening lab conversations, concentrated focus
17:40 – Contract pricing, $300K to $100M range
20:10 – New Kled Studio feature announced
21:51 – Next steps, sales-focused sprint
22:33 – Profitable, no raise needed yet
24:34 – Token and tokenomics discussion
25:35 – Token as app-wide reward currency
28:34 – Token-gated tasks and global payouts
29:39 – Growth stats, nearing 600K users
32:01 - Roadmap Discussed(Next Steps)
35:45 - Closing Thoughts(Dom)
yack retweeted
Seeing a lot of buzz around solana:Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs recently. With AI also getting some shine again, data still remains a bottleneck that requires some of the largest capital expenditures for labs.
Think people are gonna really like solana:1zJX5gRnjLgmTpq5sVwkq69mNDQkCemqoasyjaPW6jm again here soon once @avipat_ comes back with some meaningful development.
Comfy as I wait for unicorn status on my bags
yack retweeted
>be me
>discover effective altruism
>apparently normal charity is inefficient
>why donate to random sad thing when spreadsheet can tell you optimal sad thing
>fair enough
>buy mosquito nets
>save lives
>numbers look good
>feel powerful
>couple years later
>someone asks an innocent question
>why only count people alive today
>huh
>future people matter too
>obviously
>my grandchildren shouldn't matter less just because they haven't spawned yet
>reasonable.jpg
>keep following logic
>what about their grandchildren
>also yes
>what about people in 500 years
>sure
>5000 years
>why not
>500 million years
>starting to get weird but morality is morality
>open calculator
>humanity could survive for an astronomically long time
>could colonize galaxy
>could have trillions upon trillions of descendants
>maybe digital people too
>maybe simulated civilizations
>maybe dyson spheres full of happy uploaded minds
>calculator starts smoking
>realize currently living humans are rounding error
>8 billion people suddenly looking extremely beta
>future contains potentially 10^something people
>can't even fit beneficiaries in google sheets
>new moral priority unlocked
>protect the long-term future
>stop thinking in units of "people helped"
>start thinking in "fraction of cosmic endowment preserved"
>malaria?
>terrible
>but only kills existing humans
>AI extinction could delete the entire light cone
>nuclear war could permanently derail civilization
>bad institutions could lock in terrible values for ten million years
>someone invents wrong constitution in 2140
>quadrillions suffer
>better fund governance workshop now
>friend says maybe we should improve hospitals
>explain opportunity cost
>friend says hospitals are full of actual sick people
>explain scope sensitivity
>friend stops inviting me to dinner
>need to decide what to fund
>easy
>expected value
>suppose project has one in a million chance of preventing extinction
>sounds tiny
>but extinction destroys 10^50 future lives
>multiply
>mother of god
>$10 million project has expected value of several galaxies
>charity evaluation complete
>someone asks where the one-in-a-million number came from
>expert judgement
>which expert
>us
>how calibrated
>extremely thoughtfully
>reduce estimate to one in ten million to be conservative
>still beats curing cancer by 38 orders of magnitude
>epistemic robustness achieved
>someone says maybe project doesn't work
>assign 20% chance
>still astronomical
>maybe project makes problem worse
>assign 5% chance
>still astronomical
>why 5
>because 30 felt pessimistic
>publish 46-page report
>contains seventeen sensitivity analyses
>every sensitivity analysis begins after assuming intervention has positive sign
>critic says you're multiplying enormous hypothetical stakes by extremely uncertain probabilities
>yes
>that's literally why it's important
>critic says the uncertainty might be structural rather than numerical
>make probability smaller
>critic says no, I mean maybe your model is wrong
>make probability smaller again
>critic begins rubbing temples
>discover AI safety
>perfect longtermist cause
>AI might kill everyone
>or create utopia
>or seize galaxy
>or tile universe with paperclips
>or create billions of conscious software minds
>finally a problem with numbers big enough for me
>start AI safety nonprofit
>mission: prevent dangerous AI
>hire smartest people available
>smartest people immediately start building better AI to understand dangerous AI
>interesting
>we must understand capabilities to understand safety
>we must scale models to study alignment
>we must race ahead so less responsible actors don't get there first
>we must deploy systems to learn how deployment can go wrong
>we must build the thing quickly because building the thing quickly is dangerous
>outsider asks why the people most worried about AI apocalypse all work at AI companies
>complicated field
>company releases stronger model
>very concerned
>company begins training even stronger model
>extremely concerned
>company raises $14 billion
>concern reaches unprecedented levels
>need to influence government
>future is at stake
>normal democratic process too slow
>politicians don't understand exponential curves
>public doesn't understand x-risk
>experts must guide them
>who counts as expert
>people who understand x-risk
>who understands x-risk
>our friends
>someone objects that this seems politically convenient
>explain we're representing future generations
>future generations unavailable for comment
>develop concept of value lock-in
>terrifying possibility that one ideology controls civilization forever
>therefore extremely important that civilization adopts correct values before lock-in
>whose values
>let's circle back
>begin with impartial morality
>end with small group of people deciding what quadrillions of hypothetical beings would want
>beautiful arc
>meanwhile actual humans keep doing annoying things
>voting wrong
>having parochial attachments
>loving family more than strangers
>caring about local community
>getting upset when told their suffering is cosmically negligible
>evolutionary biases everywhere
>explain that moral intuition cannot be trusted
>except intuition that future digital people count
>and intuition that extinction is uniquely bad
>and intuition that our probability estimates are sane
>and intuition that our institutional choices improve the future
>those intuitions survived peer review
>someone donates $5k to local homeless shelter
>inefficient
>could have funded 0.0000000000003% of an AI governance researcher
>think of all the simulated people you just killed
>okay maybe don't phrase it that way publicly
>PR team says "future generations deserve a voice"
>much better
>journalist asks what longtermism means
>say "future people matter"
>everyone agrees
>great
>journalist asks what follows from that
>well technically we should redirect enormous resources toward low-probability interventions affecting astronomical futures
>journalist raises eyebrow
>return to "future people matter"
>motte has entered the chat
>critic: of course future people matter
>me: glad we agree
>critic: I don't agree that your institute knows how to help them
>me: why do you hate our grandchildren
>eventually notice uncomfortable implication
>if future value dominates everything
>then helping people today mostly matters through effects on future
>education matters because future institutions
>health matters because future productivity
>democracy matters because future trajectory
>human beings slowly become instrumental variables in their own moral philosophy
>see starving child
>feel compassion
>check spreadsheet
>child's direct welfare contribution negligible
>but perhaps childhood nutrition improves national institutional quality
>compassion restored
>tell myself this is impartial altruism
>one day assistant asks obvious question
>"how do you know your intervention actually improves the far future?"
>silence
>open spreadsheet
>increase column width
>add confidence interval
>assistant asks again
>"no, I mean how do you know the sign is positive?"
>stare into cosmic light cone
>10^50 people staring back
>none of them exist
>none of them can tell me
>none of them can falsify my assumptions
>realize I have invented the perfect constituency
>infinitely important
>completely silent
>and always represented by me
yack retweeted
solana:1zJX5gRnjLgmTpq5sVwkq69mNDQkCemqoasyjaPW6jm has been one of the longest holds for me ever and I'm still holding it, despite radio silence. It's been forever at $10m market cap, now at $13m.
@useKled uses the @StreetFDN model and allocated 5-10% equity to token holders. There's a big dependency on an actual business going from scale-up to unicorn to decacorn. So capped to the upside, but also dragged up by a real company.
What does Kled do? It's a UX friendly app so people in third world countries can monetize their camera roll and complete tasks by uploading pictures.
It's brilliant. Building THE platform to source raw datasets directly from users would be invaluable to anyone building inference. AI companies are already touching the limits of building inference based on easy sources (the internet) and the Anthropics of this world are buying up ancient books to throw them in the grinder.
This creates a giant moat for anyone owning real world data collection; raw, uncensored and being able to direct people source specific data.
There's so much money in AI; I can definitely see big contracts coming their way or Kled be acquired.
I feel the v3 could definitely be a big catalyst on the upside and I love to have a play in my portfolio that capitalizes on data collection, which I believe to be a niche not to be ignored.
Highlights:
- 300k+ contributors
- ~5M daily uploads
- ~1.5B records on the platform
- $35M+ enterprise purchase pipeline
- Appstore #1 Finance in Malaysia, Indonesia, and the Philippines in 2025
- V3 coming out soon
- June 2026: $12M two-year non-exclusive licensing deal; they called the marketplace “officially profitable”
-Equity raised: roughly $10–14M, including a ~$5.5M seed (names cited: Sebastian Thrun, Aglaé Ventures, K5 Global; some lists also include a16z / Bain on earlier checks). Company has talked about a high valuation cap (~$150–280M depending on source)
yack retweeted
Now the #1 holder on @fomo for $kled, so I wanted to share my thesis publicly before what I think could be one of the crazier runs in Solana onchain history begins.
We’ve watched Solana onchain and onchain in general evolve in real time.
We went from a few memes absorbing most of the liquidity, to the proliferation of memes, to launchpads, to tokens offering reflections, and even the AI-meme / quasi tech product narrative that dominated parts of the last cycle.
But I think the next, and potentially final evolution of onchain is much bigger than memes.
It’s access to a new and fairer frontier for venture capital markets.
What has kept me so bullish for onchain this long is my thesis on what these markets could become at maturity: the easiest, most accessible form of non-exclusive venture capital in the world.
For too long, private investors and VC firms have been given access to extremely lucrative private rounds while the general public gets access only after a company is mature enough to IPO, often when early investors are looking for exit liquidity.
That system excludes the vast majority of people and dumps on them in the process.
There needs to be a way for a savvy investor or founder, regardless of their wealth or connections, to get exposure to promising young companies and capital while they are still a young org.
That’s why I’m so proud of what @avipat_ and the @useKled team have built and shared so far.
Kled.ai has surpassed 500,000 users likely much more by now, with hundreds of millions of files uploaded, and is essentially building the Uber of private data collection. You have valuable data or content? Now you can earn off it as opposed to big tech scraping it without your permission.
And here’s the part I find especially interesting:
Through @StreetFDN’s novel SPV structure, $kled token holders have exposure to 5–10% of the equity in the company, subject to the applicable structure and terms.
The company has raised at a multi-nine-figure valuation, and the team has been heads-down for months building V3, a product evolution where $kled and its flywheel become an integral part of their broader ecosystem.
There’s no one I’d rather bet on in Solana onchain than Avi and his team because they have shown at every turn a desire to lead the revolution of internet capital markets.
I’ve watched him repeatedly try to push the space forward, often taking risks with a company that could be successful without ever having a token.
He doesn’t have to give the public a seat at the table.
But he is.
He’s giving people a chance to participate in the growth curve of a company at a valuation they otherwise would never have had access to.
So, tip of the hat to him and his team.
Companies that follow in his footseps will also become heroes in the onchain community. Finding capital and loyal users. This is the final evolution of solona onchain imo. Token tied to equity. Let the freemarket decide your value in real time.
I’m currently the largest $kled holder on FOMO, because the team is cooking.
My speculation is that V3 could arrive alongside renewed attention around the Anthropic and OpenAI IPO stories. If AI becomes the dominant narrative again, I think Kled has a uniquely positioned story:
Own your data.
And if you want to monetize it, you should have the ability to do so through a trusted intermediary, rather than having your data extracted and monetized by AI labs without meaningful participation.
That is the bigger thesis for me.
Not just another meme.
Not just another token.
A market for data ownership, participation, and access to private-company upside, built onchain.
Kled is currently valued @ $14m market cap. It has been sitting in roughly this range for months, but it’s beginning to slowly creep higher.
I think people are starting to anticipate the move.
And if Avi gets loud again on socials while V3 is ready to ship, I think Kled is going to get very interesting.
yack retweeted
$KLED
There comes a time where everything in a startup just starts to flow.
Been a year+ but were very close to that now.
Team already controls 15%+ of supply.
Once buybacks from the app start and Kled lands a couple contracts, the mispricing will be obvious.
yack retweeted
People been talking about Ai companies on RH chain with excitement lately. But everything added up, these projects don’t even compete in the same weight class as $Kled .
Kled has been booking deca millions in deals in the last few months. Bought back $1.5m in tokens and more to come. Still sitting at circa $10m mc , raised over $10m and profitable.
Strong value foundation — Token holders have equity book value upside (circa 15m mc) at current valuations.
Additional tokenomics flywheel confirmed and about to be released.
If you missed $stonk don’t miss this. Happy trading and good luck!
