Jesse Walden

@jesse

271 Following

37663 Followers

Jesse Walden pfp

6 looking to get to 8

0 reply

1 recast

6 reactions

Jesse Walden pfp

as far as platform shifts go -internet/ai reorder/unlock *information* -blockchains reorder/unlock *value* there’s been much more freedom to innovative on information because free speech/fair use is generally protected in the west—whereas financial value is heavily regulated. a perspective on why it’s “still early”

1 reply

1 recast

15 reactions

Jesse Walden pfp

0 reply

0 recast

1 reaction

Jesse Walden pfp

good score for a geopolitical drama https://open.spotify.com/track/24MJOK9nCgo9unJjO6357d?si=LZDz_GrRQK6DE8Am01H1OQ&context=spotify%3Aalbum%3A01HArmgfXe7xDaYXWKfhuf

0 reply

0 recast

18 reactions

Jesse Walden pfp

one of the first surprise internet album drops and I think the first with that was PWYW https://open.spotify.com/track/5Qv2Nby1xTr9pQyjkrc94J?si=o1E9q2TuTkS4qZxtyTRWiQ https://en.wikipedia.org/wiki/In_Rainbows

7 replies

3 recasts

50 reactions

Jesse Walden pfp

good week and a phat tip to @fredwilson.eth @jacob @atown @slokh @alanadlevin @yanowitz @sinahab @worm.eth @ninasuthers @paulframbot for being here :)

0 reply

6 recasts

43 reactions

Daniel Barabander pfp

Daniel Barabander

Good crypto x AI projects leverage the features of crypto to overcome limitations faced by AI. Here are three examples of challenges of AI: 1. Resources. To be competitive as an AI company you need to aggregate significant resources (compute and data) and talent. 2. Composability. Agents cannot reliably chain actions together. 3. Native Payments. Agents, while nearly infinite in their ability to act on a web made up of natural language, remain restricted by the fact that payment rails do not exist on internet rails. These challenges can be solved through separate features of crypto: economic ownership, verifiability, and self-custody.

3 replies

10 recasts

36 reactions

Jesse Walden pfp

https://pitchfork.com/thepitch/last-night-an-nts-radio-show-saved-my-life/

1 reply

14 recasts

52 reactions

Jesse Walden pfp

Pluralis! https://warpcast.com/dbarabander/0xadd4a9c3

0 reply

0 recast

2 reactions

Alana Levin pfp

SAVE THE DATE On April 8th, we're co-hosting a Protocol Security Day alongside our friends at Blockaid, Spearbit, and Anchorage It'll cover best practices for security hygiene across the stack Chain and protocol builders, register here: https://lu.ma/3bhzeh3i

0 reply

2 recasts

7 reactions

Jesse Walden pfp

Variant Thesis: Ownership as keystone of user experience, bootstraps networks bigger faster. Works best when: 1) There is a moral/normative imperative—a movement that people want to participate in. Skin in the game enhances belief, resulting in a more exciting/engaged experience. Examples: “chancellor on brink,” “world computer”, “open finance/internet capital markets”, “actually open AI” etc. 2) There is a product that people love and intuitively want to own, where skin in the game of investment enhances the experience of using the product, sometimes with additional utility. Examples (fewer come to mind because regulatory red tape has made it difficult to distribute ownership to product users, as compared with protocols): Digital Art (NFTs), Tesla, Uniswap, Hyperliquid, etc. If you’re not leaning into one of these two things, ownership may be a really expensive/ineffective way to scale network effects. Thoughts?

4 replies

6 recasts

45 reactions

Daniel Barabander pfp

Daniel Barabander

I was going to do a cast on my new article on Agents as NFTs but @atown did a better job of explaining what I'm trying to capture than anything I could write. Check out the article here: https://blog.variant.fund/agents-as-nfts

1 reply

11 recasts

38 reactions

Jesse Walden pfp

I messaged Nick after watching it twice, this is an instant Hall of Fame artifact - very grateful you guys did this and shared it

1 reply

0 recast

10 reactions

Jesse Walden pfp

0 reply

0 recast

0 reaction

Jesse Walden pfp

0 reply

0 recast

1 reaction

Jesse Walden pfp

The intersection of crypto x AI is unique in crypto in that there is a steady stream of very high quality AI talent, flowing from big tech, who are learning crypto because they have discovered it is the *only* way to solve the distributed resource problem, which unlocks truly open AI. Pluralis is one of those cracked teams (5x ML phds from Amazon) who are here to take a real swing a decentralized training of foundation models, owned by users.

0 reply

13 recasts

48 reactions

Jesse Walden pfp

in emerging tech fields there exists a pendulum between pioneers/innovators and pragmatists/executers this is a lot to do with how you’re wired, but you can be conscious of that wiring and make a conscious choice of focus

1 reply

3 recasts

26 reactions

_gabrielShapir0 pfp

_gabrielShapir0

crypto is not monolithic, there is no "crypto industry": -->Bitcoin community is focused on anti-Fed currency debasement narrative (replacing state money) -->Ethereum community is focused on state-level-censorship-resistant compute and unbreachable agreements -->Solana community is focused on composability and eliminating info asymmetries for HFT of RWAs, with a side order of centralized consumer apps -->Ripple & most stablecoin operators are focused on [institutional or consumer] remittance

6 replies

5 recasts

64 reactions

Jesse Walden pfp

https://warpcast.com/jesse/0x3b5f3710

0 reply

0 recast

0 reaction

Jesse Walden pfp

phew https://open.spotify.com/track/0CDRuMlzedLQhWVQYzqq6b?si=_6OYW8-pRrSWZq-pMT_bWg&context=spotify%3Aalbum%3A2NFsEA5lLn5PZ2hzOINg61

0 reply

0 recast

21 reactions