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Thank you Wofford for the last 4 years. With that I am entering the transfer portal as a grad transfer with 1 year of eligibility remaining. OF R/R 2026 GP 56 | AVG .372 | OBP .480 | 74 H | 16 2B | 37 BB | 14 SB

Hey everyone - wanted to announce that a few weeks ago I joined the GTM team at @megaeth focusing on making sure MegaApps become successful and MegaDefi keeps growing Im excited to join the likes of @NamikMuduroglu, @ImperiumPaper and the rest of the team, aiming to prove over time why Mega is different. Not many know this, but my career has been quite wildly diverse: I spent most of my web2 career working on app growth for companies like Bolt, as well as working with the giants of the mobile gaming industry. Yet most will know me from the past 4 years of being an intense defi user, degen, market participant and group chat spammer. I am glad to be able to be combining these two passions, bringing in the incentive aware UA spending thinking from web2 to Mega, as well as helping build a defi system that I as a long time user would enjoy exploring. My focus on Apps will be two fold: 1) Helping shape Terminal, reinforcing its value as a curated discovery layer for apps on Mega and helping build its incentive system to promote breakout apps. Am especially looking to working with teams focusing on something new and to reward teams that are Mega and USDM aligned. If you are a dev building something new, especially if it's something that hasn't been done before or is a onchain experiment, PLEASE reach out! 2) Helping the most mega-aligned apps navigate their go-to-market plans. Apps should get help with launch strategy, distribution, positioning, and the right connections. Founders should be focused on execution, not blocked by figuring out who to talk to, how to launch, or how to tell their story. It is no longer just about building new protocols. It is about bringing real collateral onchain. And where else to build that than the chain built for super fast blocktimes and millisecond latency oracle updates. @ImperiumPaper will still be the main person for USDM growth. We already made a strong first step here with our collaboration with @aave, hitting over $1B in deposits a few days ago. There is a long backlog of high-quality collateral looking to work with us, in addition to native teams like @brix_money and @CapApp. Looking forward to seeing how we can enable them across MegaDeFi. TL DR: Joining megaeth, helping build a curated experience of apps, building an incentivization model backed by actual economics, and making Mega by the best place for onchain finance on EVM. Mega GDP go up ⬆️

15 years ago today Blake Shelton and Miranda Lambert got married. They went on to separate 4 years later, with Blake announcing his relationship with Gwen Stefani just months after the separation.

saylor sold 6,556 BTC last week to fund STRC dividend payments. 11.5% annual yield on a $64B BTC treasury means $7.4B/year in cash obligations from a company with near-zero organic revenue. if BTC doesn't appreciate faster than 11.5% annually, strategy flips from structural buyer to structural seller. that's not a one-time event. STRC dividends are monthly and contractual. the "never sell" thesis held for 4 years. it's over. watch STRC issuance size on ondo as your leading indicator for how much BTC selling is coming next quarter. pendle PT-srUSDat pricing 13.44% fixed APY tells you the market still believes. polymarket at 61% for 1M BTC tells you the same. when those numbers start cracking, the reflexive unwind begins. stop watching BTC price. start watching STRC issuance.

Apparently today is the 4th year anniversary of GPT-3! Which I am accidentally celebrating by re-training the smallest model in the miniseries right now :). HellaSwag 33.7 (Appendix H) almost reached this a few steps ago (though this is only 45% of the training done). I remember when the GPT-3 paper came out quite clearly because I had to interrupt work and go out for a walk. The realization hit me that an important property of the field flipped. In ~2011, progress in AI felt constrained primarily by algorithms. We needed better ideas, better modeling, better approaches to make further progress. If you offered me a 10X bigger computer, I'm not sure what I would have even used it for. GPT-3 paper showed that there was this thing that would just become better on a large variety of practical tasks, if you only trained a bigger one. Better algorithms become a bonus, not a necessity for progress in AGI. Possibly not forever and going forward, but at least locally and for the time being, in a very practical sense. Today, if you gave me a 10X bigger computer I would know exactly what to do with it, and then I'd ask for more. It's this property of AI that also gets to the heart of why NVIDIA is a 2.8T company today. I'm not sure how others experienced it, but the realization convincingly clicked for me with GPT-3, 4 years ago.

Earlier this month, an Erdős problem that had been open for 60 years was solved with help from GPT-5.4 Pro. What happens now that AI is getting good at math? OpenAI researchers @SebastienBubeck and @ErnestRyu join host @AndrewMayne to explain what changed and what it could mean for the future of research.

Interesting photonics selloff today on no news? $LITE down -4.95% $AAOI down -4.85% $SIVE down -14.8% $SOI down -5.73% $AXTI down -8.13% $IQE down -12.13% I think it’s probably the most compelling theme going forward (even more than power semis). Just tends to be very volatile on the way up. Surprised about $AAOI though given there’s some institutional notes apparently about long term $AMD or $NVDA agreements. (Rosenblatt). Maybe $600m ATM caps some near term upside. $SIVE as well, given EU Chips Act 2 is next week around photonics, and they’re listed on the blueprint. Same with MSCI/NASDAQ omx inflow next week. I’ve been personally adding to positions since I have high conviction in the photonics theme (CPO especially) given TAM expansion overall next 2 years.

@pmitu No. What kills small creators is aggregators with 4 million followers downloading-and-reuploading 600 videos per day—and flooding Timeline with slop that went viral 7 years ago. But we will kill them.

Chris Hohn did a 90-minute sit-down with Nicolai Tangen and then dropped an investor letter the FT got hold of last week. You’d think the guy who printed a record $18.9B last year would be doing victory laps. Instead he’s quietly rewiring his whole portfolio. My favorite takes from both: 1.The most important thing in investing isn’t growth. It’s barriers to entry. Growth without a moat is the airline industry: 5% volume growth for 100 years and basically zero cumulative profit. 2.There are only about 200 companies on earth he considers high-quality and investable. His fund holds 15. 3.Average holding period: 8 years. Some positions 13. “You have to hold the company forever, because the stock market may be at very bad prices when you want to sell.” 4.His real test for a moat: can the company price above inflation? A 20% margin business that prices 1% above inflation grows profits 5% faster than revenue. Forever. Almost no companies can do this. 5. Industries he won’t touch: banks, autos, retail, insurance, tobacco, asset managers, fossil fuel utilities, airlines, wireless telecom, media, advertising. On banks: “sooner or later someone without a lot of intelligence comes to run them, and then it can be toxic.” 6.On AI generally: call centers go bankrupt. Indian outsourcing coders are next. But for everyone else, AI lowers costs and raises productivity. Companies with real moats become MORE valuable. 7. Here’s the punchline. The FT got hold of his investor letter. He cut his Microsoft stake from 10% of the fund to 1%. Roughly $8B sold. He’d held it since 2017 through a 400% rally. His reason: AI could disrupt Office and Azure faster than the market thinks. 8.He moved that capital into Alphabet. Doubled it from 3% to 5%. Now his largest tech position. The world’s best quality investor sold Microsoft and bought Google because he thinks Google’s moat is more durable in an AI world. Not the consensus trade. 9.The underlying thesis: “AI eats software.” If AI agents do the work humans used to pay per-seat SaaS licenses for, the whole SaaS model gets re-rated. Oracle, Adobe, Salesforce all ~40% off highs. Microsoft 25% off. Market is starting to agree. 10.When to sell? Not when something gets expensive. When conviction drops. Valuation is one variable, conviction is the other. What kills you isn’t being wrong, it’s permanent loss of capital. 11.He admits hardcore activism doesn’t work anymore. Too much of the shareholder base is passive index funds. And even when activism wins, you usually win in a bad business. “The business always wins.” 12.Counterintuitive take: there are more good companies in public markets than in private equity. The best businesses are too big for PE to buy. And when public companies sell something to PE, they’re selling the assets they want to get rid of. 13.On intuition: “thinking without thinking.” Pattern recognition from 20 years of reps. It’s how he sniffed out Wirecard while the German establishment was defending it. “Most investors trust authority too much.” 14.He basically stopped shorting. “You’re going to be eventually right but not be able to fund the losses.” The first guy to short Wirecard had to cover 19 years before it hit zero. Buffett told him he and Charlie studied shorting and concluded it was too hard. 15.He gives almost everything away. ~$500M a year. $10 prevents an unwanted pregnancy in Africa. $40 saves a child from severe malnutrition. $50 prevents permanent blindness. 16.Tangen asks: advice to young people? Hohn, who runs the world’s most profitable hedge fund: “Go on a spiritual path.” The guy who made $18.9B last year ends the interview saying only purpose and meaning matter. The headline: the world’s best quality investor just sold his biggest tech compounder because he thinks AI is breaking the moat. Quietly, with conviction, on an 8-year horizon, while everyone else is still buying the AI winners of 2023.