Raphael

@raphael

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44 Followers

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Now that we have AIs passing the Turing test, the next big milestone seems to be finding the solution to an unsolved mathematical problem or some kind of new scientific discovery.

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Wow now I wanna learn more about Airtable's story!

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Good question and yes we often see consolidation around < 5 major players. But for some use cases there will be many more, I'm thinking about games for example that will deploy a rollup specifically for them

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I think it depends on the magnitude of the hype around them. Hopefully it doesn't get to this, but think about all the teams who launched NFT collections during the 2021 bull market, what % of them are still around?

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With RaaS providers making it cheap to manage a rollup for you (few hundreds $/mo in the future) and easy to deploy (a few clicks), I think we'll have a Cambrian explosion of rollups soon... But then the hype will die down, many will fold, and over time we'll converge to a number of rollups, Z. What do you think Z is?

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I remember seeing a video that went viral of a guy saying if you want to improve your VO2 max you should do kettlebell swings and only breathe through your nose in between. Will try to find it back and send it to you!

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The Lessons of History

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Ah, curious to know what signs you've seen that there's a significant market for a new identity layer.

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They do support selective disclosure with private attestations. Why do you think only big institutions can be trusted issuers?

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You can add me to the first one 🫡

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Today Dune announced Dune AI! Totally aligned with their mission to make blockchain data accessible since relatively few people know how to write SQL queries. I expect this to only grow from here as onchain data becomes more and more relevant.

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It was smooth, apart from a step where it asked me for a profile pic, bio etc... which made me confused as it felt like I was setting up a new account, not recovering one.

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I thought I had lost this account forever, soon after I created it. Glad I was able to recover it!

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