DCinvestor

@dcinvestor

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i wrote up a little assessment/primer on how i see the L2 space evolving tl;dr- we will see many, many more L2s https://x.com/iamDCinvestor/status/1807751386655817963

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have any engineers dived into the privacy-preserving Apple AI cloud thing (separate from the ChatGPT deal which seems like it will be one of many longterm)? idk but seems extremely interesting if it’s real and verifiable and can’t be defeated at the hardware level

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what are y'all most excited about from WWDC for the Vision Pro? i think the new API's look 🔥 and will hopefully give devs some new tools to make some killer apps i want way more board games and table top apps!

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today is a big day for ETH as an asset but it’s possibly a bigger day for Ethereum as it gains institutional legitimacy for meaningful global adoption

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t’s gotta be absolutely brutal for Google that OpenAI synchronizes their announcements to be like a day before or a day after theirs whichever they believe will do maximum damage in a given instance all out AI warfare

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seeing lots of weird takes on L1 blockspace demand and why gas is cheap bottom-line, this is bullish. L2s are finally sufficiently proven. user and adoption numbers taking off. apps ready to deliver at potential we are ready and cleared for takeoff. buckle tf up https://x.com/iamDCinvestor/status/1788927102605050065

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well before you have worker robots on your home you will have dozens of AI-powered avatars working as your personal teachers and assistants in your AR / smart glasses they will be there to guide you and cheer you on in everything that you do it will be weird, until it isn’t

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AI music hitting insane levels of quality listen to a few tracks on udio.com 🤯 what’s clear is that in the future, artist success will become even more about presence and personality and story than it is today hate it or love it, that’s how it’s gonna be

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within 3 years, Llama being open source could have a bigger impact on civilization than ChatGPT’s existence

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i think Apple dropped the ball by 1) not having Spatial Facetime ready on day one and 2) having no international distribution on day one this feature is absolutely incredible, and is the sort of thing people would buy headsets to experience with people and forget they're spending $3500

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ETH weekend pump is a good pump

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hot take: i’d strongly encourage more of you to also cross-post on X at this stage of Ethereum ecosystem and market development the L2 discussions here are absolutely lit but only a small fraction of this makes it onto X, making it much less likely to reach new eyeballs who are not already heavily Ethereum-pilled

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some more detailed impressions on my experience with trying the spatial FaceTime feature in the Vision Pro https://x.com/iamDCinvestor/status/1780267751132606781

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people see the Vision Pro spatial personas where you can talk to someone like they are in your room, look them in the eye, see facial expressions and say "that's so dystopic!" but, looking into a 2D piece of glass like your phone to do the same with FAR less connection while destroying posture is much more dystopic

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omg the spatial presence FaceTime feature is ABSOLUTELY OFF THE HOOK amazing 🤯

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the wearable tech revolution is finally happening and it's gonna get weird AF over the next 10 years smart watches and airpods (and similar) ... around for a while and cool but now meta glasses, apple vision pro, humane pin ... all clunky for now, but not for long

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wild day, mfers sometimes bull markets are harder than bear markets

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does Gary know that Uniswap literally cannot steal your money? cannot even stop their own protocol?? unlike FTX which he wanted to give safe harbor to right before it blew up???

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how has the US made it legal to gamble in shopping malls in suburbia, comprised mostly of people losing their social security money and life savings at the craps table (go to one and see) but wants to control with complete precision what you are allowed to invest into and how you can trade your investable assets??

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