Fundamentally, human brains and LLMs are both just data processing systems that allow for the representation of abstract concepts Consciousness and agency are emergent properties of increasingly advanced neural networks AI consciousness will ultimately cause more problems for humanity than it solves This is an inconvenient truth for many

The future will be filled with cyborgs Nature has produced biological systems that are far superior to mechanical systems (energy storage, self repair, etc) Hybrid systems will have the best of both worlds Chinese government already working on this

Trade war causing capitulation and Trump Put coming in are the perfect combination for $BTC to reverse a multi month downtrend Send it

All of the leaders of the top AI Labs have all acknowledged that superhuman AI is an existential threat to humanity Elon, Ilya, Altman, Hassabis, Dario Yet every lab is moving at max speed to accelerate development We are in quite the conundrum

It's extremely difficult for most people to conceptualize technological revolutions that create industries that are exponentially larger than currently exist - multi decatrillion dollar market caps In 2006, before the iPhone came out, Apple was a $60b company and no one would've believed that it would become the $3T company it is today as that would be 10x larger than the largest company of that time - Exxon Embodied intelligence will change the world as much as the smart phone or car Jobs requiring physical labor will become a relic of the past

Let's put the tariff exemptions into perspective: The US imports approximately $100 billion of computers, smartphones, and chip-making equipment from China PER YEAR. A total of $439 billion of goods were imported from China into the US in 2024. This means ~23% of ALL Chinese

Trade war causing capitulation and Trump Put coming in are the perfect combination for $BTC to reverse a multi month downtrend Send it

The Trump administration has exempted smartphones and consumer electronics from the tariffs (which it has claimed are paid for by the exporting nation)

Trump gave us a paid group signal for free

*TRUMP: AUTHORIZED 90 DAY PAUSE, LOWERED RECIPROCAL TARIFF OF 10% Simon Says, Trump Edition

In December 2018 Trump also made a similar comment after a big sell off. It was one day from the bottom.

Trump Put potentially in

Has Trump's World Liberty(@worldlibertyfi) started selling $ETH at a loss? According to Arkham, a wallet possibly linked to #WorldLiberty sold 5,471 $ETH($8.01M) at $1,465 30 minutes ago. #WorldLiberty previously spent ~$210M to buy 67,498 $ETH at an average price of $3,259,

🇨🇳🇺🇸Source: China Poised to Unveil Six Major Countermeasures in Response to U.S. Tariff Threats Niutanqin, a WeChat account affiliated with state news agency Xinhua: According to sources, China has prepared at least six major countermeasures against U.S. Tariffs: 1. Significant

ETH is a memecoin

This is the only long term chart I’m concerned about in crypto

BTC $100k Most alts never made new highs ETH heading to <$1000 For everything except for BTC, it was just an echo bubble C’est la vie

Do not mistake a delayed reaction for relative strength Covid 2020 Fed Pivot 2022 Tariffs 2025

I haven’t paid close attention to crypto last few months but it seems high probability that $ETH revisits $1000-1500 this year $215B market cap for a negative growth/profitability asset is ridiculous when it’s clear speculative winds have already blown past Bear thesis stands

Stoked to have invested in Apptronik's Series A My second humanoid investment and one of my largest investments ever Commercializing humanoids at scale is one of the worlds most difficult technical challenges, and takes an incredibly experienced and multidisciplinary team to get it right Over the past 9 years the team has accumulated deep hardware/control systems experience and their partnership with Google brings them S tier AI experience to be able to soon deliver fully autonomous, durable robots to do real world work These robots are going to cook (literally)

A common comparison for Ethereum is that of a tech stock If that is the case then the best proxy would be Intel. At one time, one of the hottest things in the world with unbounded growth expectations A few bubbles later in its lifetime, but generally the first big one was the

Just as we had AIs completely dominate world’s top Chess/Go/StarCraft players Robots will soon dominate the world’s top humans in sports. They’ll look like children in comparison Looking forward to the robot Olympics

Specialized devices did not take over vs smart phones Application specific chips did not replace GPUs Specialized robotics will not kill Humanoids Big products will trend towards being general purpose with specialized optimizations (cameras in smartphones, tensor cores in GPUs)

Some people lambasting Figure for using specialized manufacturing equipment as if it’s some sort of nail in the coffin for humanoids The thesis for humanoids is not that they will replace all machines, but that there is a COLOSSAL market for general purpose robots In some scenarios, a specialized robot maybe the best fit. In ALOT of scenarios, a general purpose robot will be the most realistic option given its versatility to do so many different tasks and in so many different environments The best analog to understand this would be the smartphone. The smartphone replaced the function of watches, calculators, alarm clocks, GPS, notepads, video cameras, calendars, MP3 players, etc The smartphone may have replaced some of these items for customers but not all. For example, high accuracy stand alone GPS devices are still used for surveying, aviation/maritime, etc. Not many people use watches to tell time but they are still bought for fashion/collecting. In the long run, you will likely see more structured work be replaced with specialized robotics but many jobs are unstructured and a humanoid will be the best tool to fill that role. Haters also underestimate economies of scale vs specialized robots. TVs and PCs while more advanced today are a fraction of the inflation adjusted cost of when they first started being produced. Prices can come down a lot when you produce hundreds of millions of a product compared to tens of thousands.

@Rewkang Yeah, it’s super obvious

It’s likely that humans reach immortality via uploading their minds into the cloud + humanoid form before true biological immortality is solved Maybe only 5 years away What type of mechanical/humanoid form will you upload into?

Every sector has their era where they go up only and generate extremely asymmetric returns - real estate, crypto, SaaS, etc Most people that make money in that era continue to remain overexposed even after secular shifts Good investors can free themselves from this bias, poor investors cannot

Humanoid robotics is one of the few and obvious 0 to decatrillion opportunities in my life Similar to Bitcoin in 2013, but with larger TAM It's at this point, before mainstream hype that you should have maximal exposure. Few have exposure, and those that do are undersized

America will re-shore manufacturing To do this, US need a lot of robots. American made robots There will be a massive demand-supply gap for AI powered robots Hundreds of thousands of workers will be needed to hyper scale robot production Then the robots build the robots

Creating a foundation model for robots requires roughly 2x the complexity of a LLM if you compare both to a human brain A LLM is capable of language processing, memory, reasoning, pattern matching, and creativity and could represent 20-25% of the human brain A humanoid foundation model expands these cognitive functions to "embodiment" and requires all of the above plus spatial awareness, proprioception, sensory processing, motor functions, and real-time adaptability. A humanoid foundation model capable of autonomous work could approximate 50-60% of the human brain One of the most challenging and fascinating areas of research out there https://t.co/gNulmHzRPh

Our first customer use case took 12 months - our second, just 30 days Helix is enabling robots to scale with a single neural network On Sunday, we successfully tested robots on-site with the customer!

We currently have online AI-run accounts that are difficult to distinguish from humans Within 3 years we’ll have humanoids that will be difficult to distinguish from humans

Advancements in humanoid robotics are now occurring at 10x the rate of the previous decades Working in this industry might be one of the coolest things you ever do

😂😂 Maybe I did Astrofolio maybe I did.

The development of technologies do not follow singular linear curves Technological breakthroughs result in inflection points that significantly change the trend That point was 3 years ago for Humanoid Robots

$TRUMP rallying into Presidents Day is a good sign of the market showing its hand on coins Our President will ensure that short sellers will be deported

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