Murad Mahmudov@muststopmurad · 2 天前政策影响People are looking at the ASI Race from a capitalist / financier / short-term ROIC lens instead of looking at it from a National Security / All-or-Nothing / Life-and-Death lens that it will inevitably require
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
Murad Mahmudov@muststopmurad · 2 天前观点输出My TOKEN2049 panel with @blknoiz06 @paulerlanger @cryptomanran
"Memecoins: Dead or Just Getting Started?" https://t.co/gBf9DBbQPl
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Murad Mahmudov@muststopmurad · 2 天前赛道影响“Critical Mass” for Memecoins is like “Recursive Self-Improvement” for AI Models
Reach that milestone and you achieve a huge Snowball Effect.
This is why the rational choice is to drop your ego, stop gambling, stop trading, and hyper-concentrate all our efforts into 1 coin.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Murad Mahmudov@muststopmurad · 2 天前政策影响There are only 4 ways Frontier AI Labs will be able to earn defensible profits.
1. Monopoly/Duopoly via getting to RSI / AGI / ASI first with a large capability-gap away from Lab(s) #2/#3 which lasts for a sufficiently long time to farm significant superprofits
2. Monopoly/Duopoly via Regulation / Policy / Special Mandates / Partial Nationalization
3. Use frontier AI to design/utilize/sell superior new Hardware / Chips / Infra / Networking.
4. Compete with their own customers... in Domains where even a tiny advantage from SOTA AI Models compounds and results in winner-take-all effects and where SOTA is more easily monetizable (Applied Science, Bio, Pharma, Patentable Materials, Cyber, Trading, etc.)
Frontier Labs are trying to do all 4 simultaneously. Some of these are obviously harder than others.
Without successfully execution on some combination of these, margins will gradually shrink.
Financiers of the coming OpenAI private round and the coming Anthropic IPO understand this calculus. That is why almost all of the marketing, messaging, blog posts and PR coming out of the labs is always trying to signal an improvement in one of the 4 items above.
Murad Mahmudov@muststopmurad · 2 天前观点输出Type of stuff you see around Crypto cycle bottoms.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Murad Mahmudov@muststopmurad · 2 天前赛道影响Visionaries don't wait for "confirmation"
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Murad Mahmudov@muststopmurad · 3 天前观点输出If we could harness the power of God, could we Flip the Stock Market?
credit: @STPC_Pro https://t.co/cOKF7GTi6A
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Murad Mahmudov@muststopmurad · 3 天前观点输出Millions of people are already searching for SPX6900.
They just haven’t found it yet.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Murad Mahmudov@muststopmurad · 3 天前赛道影响In the future, Human Intelligence will largely be useful primarily for making witty responses in conversations with other people, poasting online in a distinctly human-artisanal way, and internal politicking in institutions where humans still have a role to play.
And even those are not safe due to stuff like Meta Raybans / digital lenses working in conjunction with personal AGI agents, brain implants and other forms of human augmentation, hyper-optimizing response advice in real-time.
This implies that, besides Capital, the 'relative value', as far as Humans are concerned, will shift to Looks + "something else". (Quadrant 4 in the pics below from 'Simple Economics of AGI' paper by @ccatalini)
That "something else" (Collective Spirituality -- Hippie shit of the Future -- which will now be Financialized -- (because *everything* will be)) is where the next 10,000x+ lies.
Finance, Markets, Tokenization, Spirituality, Human Belonging, Politics, Voting, Governance, Wealth Redistribution, Collective Manifestation and Hyperstitions are all merging into one, as we speak.
Combining all of the above into 1 tokenized asset is a $70 Trillion Dollar opportunity.
Few.
Murad Mahmudov@muststopmurad · 4 天前观点输出People love stories
More than anything else, people want to be a part of the story
There is no better story than Flipping the Stock Market
The single grandest, most ambitious story of our time
spx6900 is already a multi trillion dollar asset
The "edge" is to be able to see it now.
Because it’s already unfolding. Don't blink.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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