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Dan Romero
@dwr.eth
The race to AGI is fascinating because unlike most recent macro technology shifts: 1. Not biased for startups -- Both incumbents and startups are at the frontier; unclear if disruptive or sustaining innovation 2. Top talent heavy -- The top 100 people (top 10?) are differentiated talent; feels like the NBA; other technology shifts are more market tailwind + execution 3. No network effect -- It seems like the core technology (foundational models) are not platforms / network effects (and are being rapidly commoditized by open source); the stronger moat is brand recognition and paid customers / subscriptions; Nvidia may be the exception
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Icetoad 🎩 🍕 🎶 🐈 💚 pfp
Icetoad 🎩 🍕 🎶 🐈 💚
@icetoad.eth
What's the date on the Reuters article?
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shazow
@shazow.eth
What do you think is the narrative for returns to LPs that is being used here to justify the valuation? Is this a bet on full regulatory capture?
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androidsixteen
@androidsixteen.eth
Why do you say it's unclear if it's a sustaining innovation? Seems pretty clear based on capital formation patterns, right?
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Kieran Daniels 🎩
@kdaniels.eth
Ilya nailed the branding here lol “We promise it won’t kill you Intelligence”
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Matthew Barton
@mbar
Why is AGI endgame? What does it unlock? Seems like flying cars to me - “do it all” pseudo technology In my view, specialized / application specific models will dominate (which is what that current ML landscape looks like) Inherently there will be design tradeoffs to concatenating disjoint components
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Tmophoto
@tmophoto
Aren't most if not all of these funded by the same people?
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kevin mfer 🎩
@kevinmfer
q3 2025
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Sid
@sidshekhar
cc @askgina.eth what are your thoughts? Agree disagree?
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Gwynne Michele
@thecurioushermit
If it's possible, whoever gets their first rules the world. LOT of money going to get thrown at it in the coming years.
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JB Rubinovitz ⌐◨-◨
@rubinovitz
Seems like there’s top 10 people that each have people in the top 100 that will follow them.
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Sophia Indrajaal
@sophia-indrajaal
It might be the wrong race. Instead of AGI>ASI, Collective Intelligence models could solve most if not all alignment issues, use a ton less energy, and be a shortcut to SuperIntelligence mediated through humanity rather than a big separate unpredictable brain.
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CasterBites
@casterbites
Great news! @trinh has curated your cast, and it's now featured among today's trending casts at https://casterbites.com/bites Remember, any Farcaster user can send and vote for the best casts of the day
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Izzy💫🎩
@izzykid
Is this retated to the recent AI IPO?
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22
@themuyideen.eth
Open source may commoditize foundational models, but could early adopters of AGI applications create a snowball effect? like, a head start in AGI-powered healthcare or finance. does that become a hard to cross moat for others?
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Double D
@daved
I’m somewhat curious about the brand recognition angle What’s gonna make a brand stand out in the tech world Having a star player on the team or the foundation model…hmm?
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Dr B lizardo
@bluelizardo.eth
yeah, it won’t be great for the economy, jobs will shrink, but in the end, it’s gonna be a win for humanity. Everything’s gonna grow a thousand times faster
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Roni_travis🎭Ⓜ️🎩✨
@mfa
@dwr.eth Hello Sir, I hope you're doing well. You don't comment, but at least you could like the comments we make. Or better yet, how about adding a dislike button along with the like and recast options on the Warp Cast? So that if someone doesn't like something, they can express their disapproval too.
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