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여름 밤을 촉촉하게 적혀줄 이현의 감성 발라드 '다음이 있을까' 라이브 무대 😭 지금 보러오시죠! 🎤 🎵 #이현# #LeeHyun# #다음이_있을까# #Will_There_Be_a_Next_Time#

Very interested in what the coming era of highly bespoke software might look like. Example from this morning - I've become a bit loosy goosy with my cardio recently so I decided to do a more srs, regimented experiment to try to lower my Resting Heart Rate from 50 -> 45, over experiment duration of 8 weeks. The primary way to do this is to aspire to a certain sum total minute goals in Zone 2 cardio and 1 HIIT/week. 1 hour later I vibe coded this super custom dashboard for this very specific experiment that shows me how I'm tracking. Claude had to reverse engineer the Woodway treadmill cloud API to pull raw data, process, filter, debug it and create a web UI frontend to track the experiment. It wasn't a fully smooth experience and I had to notice and ask to fix bugs e.g. it screwed up metric vs. imperial system units and it screwed up on the calendar matching up days to dates etc. But I still feel like the overall direction is clear: 1) There will never be (and shouldn't be) a specific app on the app store for this kind of thing. I shouldn't have to look for, download and use some kind of a "Cardio experiment tracker", when this thing is ~300 lines of code that an LLM agent will give you in seconds. The idea of an "app store" of a long tail of discrete set of apps you choose from feels somehow wrong and outdated when LLM agents can improvise the app on the spot and just for you. 2) Second, the industry has to reconfigure into a set of services of sensors and actuators with agent native ergonomics. My Woodway treadmill is a sensor - it turns physical state into digital knowledge. It shouldn't maintain some human-readable frontend and my LLM agent shouldn't have to reverse engineer it, it should be an API/CLI easily usable by my agent. I'm a little bit disappointed (and my timelines are correspondingly slower) with how slowly this progression is happening in the industry overall. 99% of products/services still don't have an AI-native CLI yet. 99% of products/services maintain .html/.css docs like I won't immediately look for how to copy paste the whole thing to my agent to get something done. They give you a list of instructions on a webpage to open this or that url and click here or there to do a thing. In 2026. What am I a computer? You do it. Or have my agent do it. So anyway today I am impressed that this random thing took 1 hour (it would have been ~10 hours 2 years ago). But what excites me more is thinking through how this really should have been 1 minute tops. What has to be in place so that it would be 1 minute? So that I could simply say "Hi can you help me track my cardio over the next 8 weeks", and after a very brief Q&A the app would be up. The AI would already have a lot personal context, it would gather the extra needed data, it would reference and search related skill libraries, and maintain all my little apps/automations. TLDR the "app store" of a set of discrete apps that you choose from is an increasingly outdated concept all by itself. The future are services of AI-native sensors & actuators orchestrated via LLM glue into highly custom, ephemeral apps. It's just not here yet.

Don't think of LLMs as entities but as simulators. For example, when exploring a topic, don't ask: "What do you think about xyz"? There is no "you". Next time try: "What would be a good group of people to explore xyz? What would they say?" The LLM can channel/simulate many perspectives but it hasn't "thought about" xyz for a while and over time and formed its own opinions in the way we're used to. If you force it via the use of "you", it will give you something by adopting a personality embedding vector implied by the statistics of its finetuning data and then simulate that. It's fine to do, but there is a lot less mystique to it than I find people naively attribute to "asking an AI".

🚨 BREAKING: High-level talks between the United States and Iran are reportedly resuming in Qatar, but President Trump has already made America’s position impossible to misunderstand: Iran will never be allowed to obtain a nuclear weapon. This is the red line. No weak deal. No Obama-style cash pipeline. No fake diplomacy where Tehran smiles at the table while buying time behind the scenes. The world has watched this game before, and Trump is making it clear that America is not going to sit back while Iran plays negotiator in public and keeps pushing toward a nuclear threat in private. At the same time, reports indicate Israel has instructed its military to be ready to act independently if diplomacy fails, which means the next few days could decide whether this ends with a serious deal or another major escalation in the Middle East. This is exactly why strength matters. Iran understands pressure. Israel understands survival. And President Trump understands that peace only works when America’s enemies believe there will be real consequences if they cross the line. Iran is walking on thin ice. Choose a deal, or face the consequences. 🇺🇸🔥

Hello everyone, As many of you just saw in today’s State of Play, pre-orders for Phantom Blade Zero will open this summer! At the same time, I want to share another update: Phantom Blade Zero will now launch on October 29, 2026, moved from its previous date of September 9, 2026. First of all, I want to offer my sincere apologies to all the players who have been following and supporting us. This was not an easy decision. More than anyone, we understand the expectations our players have placed on us. And precisely because of those expectations, we do not want to release Phantom Blade Zero knowing there is still an opportunity to take it one step further. Looking back over the past few years, the development of Phantom Blade Zero has been a thrilling journey of evolution. As we built the game, we continued learning, refining our technology, and expanding the scale and resources behind the project. From its first reveal in 2023, to its first offline hands-on demo in 2024, to the Seven-Star Sword Formation, Lion Dance, and Drunken Sword showcased in 2025, Phantom Blade Zero has continued to evolve year after year, with each new showing representing a clear leap forward from the last. And we have shared that evolution with players around the world every step of the way. Over the past few months, we have been streamlining content and focusing our efforts on polishing the areas that matter most. During this process, I saw one final opportunity for Phantom Blade Zero to make another meaningful leap forward. We have upgraded a number of character models and reworked many environments across the game, pushing them toward the highest standard we can currently achieve. We have also spent additional effort preserving as much of this visual impact as possible even without relying on ray tracing. Of course, ray tracing will further enhance the visuals, but our priority is to make sure the core look, atmosphere, and intensity of Phantom Blade Zero come through at full force for as many players as possible. A 50-day delay cannot solve everything. But it does give us enough time to complete a number of clearly defined and genuinely important improvements. These refinements will directly affect how the game feels when players first step into the world of Phantom Blade Zero. We could have delivered some of them through post-launch updates, but for the players who choose to join us on day one, we believe they deserve the best version of Phantom Blade Zero we can deliver from the very beginning. I am truly sorry for the delay, and I want to thank everyone who has continued to follow and support Phantom Blade Zero. This summer, we will have much more to show you. I believe every extra day of waiting will be worth it. I'd also like to share what you can expect next: 1. A new trailer that will release alongside pre-orders, featuring entirely new in-game footage. 2. After pre-order opens, we will also have a dedicated State of Play focused entirely on Phantom Blade Zero: a 15-to-20-minute deep dive into the game’s world, combat, exploration, and character progression systems. The vast majority of what we show there will be brand-new. We will share the exact dates in upcoming announcements! Once again, thank you all for your continued support! Soulframe S-GAME CEO / Creator of Phantom Blade Zero

Elon Musk closed Tesla’s earnings call with a most exciting message: “We’re super excited about our autonomy and robotics roadmap. There is so much awesome stuff coming that it is difficult to squeeze everything into an earnings call We will have a lot of product announcements This is going to be a great year for Tesla....one of our best years ever and I think next year will be even better. I want to thank the Tesla team for their excellent execution and all of our supporters for joining us on this journey” Tesla is entering one of the most ambitious chapters in its history Robotaxi, Optimus, AI compute, new chips and major product announcements are all moving forward at the same time

AI Is Moving Beyond “Generating Videos” — Toward “Generating Worlds” Over the past two years, AI video models have advanced at an astonishing pace. From Runway and Pika to Sora and Veo, AI-generated videos have become increasingly realistic and more consistent with the physical laws of the real world. Many people believe the next objective is simply to generate videos that are longer, sharper, and more lifelike. But if we take a step back, we can see that the real transformation is not happening in video itself. It is happening in world models. What Is a World Model? In 1943, psychologist Kenneth Craik proposed an idea that would influence artificial intelligence research for decades. He argued that the human brain does not merely react to the outside world. Instead, it maintains an internal model of how the world works. Because we have this internal model, we can predict the outcome of an action before we actually take it. Before crossing a road, we estimate whether a car will pass by. Before catching a ball, we predict its trajectory. These abilities come from continuously simulating the world in our minds, rather than relying entirely on trial and error. This idea later became known by a more formal term: World Model. A world model does not describe a single image or a fixed video clip. It is an internal representation capable of continuously simulating the rules and dynamics of the real world. Why Is AI Research Turning Toward World Models? Because predicting “what comes next” is becoming increasingly central to how AI systems work. Language models predict the next token. Image models predict the next step in the denoising process. Video models predict the next frame. A world model, however, attempts to predict something broader: What should the world look like in the next moment? In 2018, David Ha and Jürgen Schmidhuber proposed in their paper World Models that an intelligent agent could first learn a model of the world, and then use that internal model to plan its actions. The Dreamer series later demonstrated that many complex tasks could be learned by training agents inside an “imagined world.” At the same time, the development of video models such as Sora and Veo led researchers to another realization: A model capable of continuously generating video has already learned, at least implicitly, many of the rules governing the real world. As a result, these two research directions have gradually begun to converge. But Video Is Not Yet a World This is where the distinction is often misunderstood. For a world model to support meaningful real-time interaction, it must solve several critical problems. Most video models today are essentially answering one question: What should the next frame look like? A true world model needs to answer much more: What happens if I take one step forward? If I walk behind a building and then return, will the building still be there? If I suddenly change the camera angle, will the entire space remain consistent? If I enter a command such as: “Summon a dragon.” Will the world respond immediately? In other words, a world model must do more than generate content. It must understand space. It must understand time. It must understand causality. And it must understand interaction. Moving from watching to participating is where the real difficulty of world models begins. World Models Are Entering the Interactive Era One of the latest attempts in this direction is Alaya World, recently open-sourced by Alaya World, or @alayastd. Instead of generating a fixed video clip, it generates a world that users can explore in real time. Users can begin with text, an image, or a video, enter the generated scene, move freely through it, and introduce new prompts at any moment during generation. The world responds immediately. According to the publicly released information, Alaya World provides: Real-time streaming generation at 720p and 24 FPS Stable continuous exploration for more than one minute The ability to switch prompts and trigger skills or events during generation Model weights and inference code released under the Apache 2.0 License Training code and datasets planned for future release What makes these capabilities important is not simply the technical specifications. It is that the generated “world” can now support continuous interaction. The official demo shows that users can genuinely control, transform, and explore the generated environment. AI Is Evolving From a Tool Into an Environment Over the past few years, most discussions around AI have focused on content generation. Generating text. Generating images. Generating videos. But world models raise a fundamentally different question: Can AI generate an environment that people can inhabit, explore, and continuously evolve? If the answer is yes, the impact will extend far beyond video generation. Game development, robotics training, embodied intelligence, digital twins, virtual production, and many other fields could be transformed by the development of world models. World models are still at a very early stage. Yet from Craik’s proposal of an internal mental model more than eighty years ago to the emergence of today’s interactive world-generation systems, a clear evolutionary path is beginning to take shape. Perhaps what AI is ultimately learning has never been limited to images, videos, or language. Perhaps it is learning the world itself. References GitHub: Technical Report:

Just a reminder that deepseek v3 came out 18 months ago and was considered revolutionary at the time but is basically unusable today There was a fierce debate at the time about vibe coding and the argument was that LLMs can never create anything new because they are limited by their training data Those engineers were partly right and vibe coding was a real nightmare, I cannot believe what we used to put ourselves through with Sonnet 3.5, but we also knew real new things could be made and that the detractors were wrong I guess us non-engineers saw it most clearly (I would like to think so at least) because we were astonished at the new things we could do without the programming background, and we had nothing to lose and everything to gain in our enthusiasm Then came Opus 4.5 earlier this year which changed everything Suddenly real production code became possible with so much less friction and headache Everyone complained endlessly about models being nerfed or quantized but there was a steady march of progress from 4.5 to 4.8 Now a completely new crop of models is coming out that is not quite a 4.5 moment but something close We are not only getting more polish but things are becoming a little freaky, entire isolated domains become possible to combine with small teams or even just one person into new applications that would have required large infusions of time and capital in the past My wife back in 2021 told me about AI but I was in healthcare, I thought she was being a little nutty, and she talked like something from a science fiction film was coming and she got involved in it early on She never stops letting me know that she was right, and she was The next year is going to be wild, the world is truly going to change over the next few years, the scale of disruption will be a combination of astonishing and awesome, but also catastrophic There are many amazing things ahead and extraordinary challenges and opportunities We are living inside one of one of the biggest revolutions in human history

1. Intro Vitalik recently wrote about where the EF should go; Aya added a note to explain how we got here, and why. I’ll write about the execution. We now have enough clarity to stop treating “what is the EF for?” as an open-ended question. Our mandate is clear: The EF exists to ensure Ethereum is, becomes, and remains real permissionless infrastructure for self-sovereignty: censorship (and capture) resistant, free and open source, private, and secure; and capable of supporting sovereignty-preserving coordination at scales where trusted institutions hitherto have been unavoidable. The following are my thoughts on some of the points that follow from the mandate and how we are translating it to action. But first, a short reminder about 2. What the EF is not for We are not here to optimize for EF importance, corpo/pol appeal, or ecosystem popularity. We are also not here to please short-term speculators, prop up TBTF neo-SIFIs, market every app on Ethereum, help anyone look good to their crypto or investor friends, or provide on-demand entertainment for dinner parties and private retreats. 3. What the EF is for: Eliminating weaknesses We are here to defensively strengthen places where Ethereum is, or can still become, extractive, totalizing, or vulnerable to cartel or state capture, or authoritarian tools of surveillance or coercion. We will base our actions on a full examination of what Ethereum is and can be at the protocol layer (what is actually running as “Ethereum”), the access layer (what users use to interact with the protocol), the user layer (the end-users who need and will need Ethereum), and the institutional layer (the intermediated paths that scale self-sovereign usage). The EF exists to harden every surface of Ethereum, including those where Ethereum can remain formally permissionless while becoming practically captured. Some obvious surfaces are the transaction pipeline, staking and network security, access layer standards and interfaces, self-sovereignty norms, privacy expectations, institutional adoption patterns, and social layer governance processes. The primary concerns are similar across most of them: does the status quo and its future trajectory minimize trusted dependencies, minimize points of leverage and capture vectors, make user privacy the default, preserve exit, and make trust assumptions legible? The work starts with the EF itself. We are moving compensation and major financial relationships toward ETH and mandate-compliant Ethereum-native stables, with exceptions where positive law or unavoidable operational constraints require exceptions. Rather than a purity ritual or instruction for people to take unmanaged personal risk, it is robustness, alignment, and product pressure. If the EF’s work is to make Ethereum usable as infrastructure for self-sovereignty, everyone at the EF will increasingly live inside the constraints of the system the EF exists to improve: wallet UX, volatility, accounting, privacy gaps, payment friction, stablecoin trust assumptions, recovery, dependency risk, etc. If we can’t use these tools ourselves, it is unrealistic to expect others to. Ethereum is already mature; those who do not depend on the user-facing stack have no business trying to shape its future, at any layer. The transaction pipeline is next. Preventing toxic MEV capture is core EF work, not a peripheral market-structure concern. Transaction supply, ordering, inclusion, block construction, propagation, and settlement are part of Ethereum’s neutrality boundary. Some MEV may persist as an adversarial phenomenon the protocol contains, but it must be absolutely minimized and, for that to be possible, we must guard against the acquisition of unwarranted influence by its beneficiaries. If credibly neutral execution is subverted by privileged orderflow, cartelized builders, trusted relays, opaque routing, or validators outsourcing into a narrow supply chain, Ethereum will look permissionless while users experience it as intermediated at the moment value moves. EF protocol work will therefore prioritize lower barriers to block building and validation, stronger inclusion guarantees, reduced extraction opacity, competitive transaction pipelines, user-facing legibility of trust assumptions, and more aggressively exploring the open orderflow solution space. None of this is simple. A good solution in one place can aggravate problems elsewhere. FOCIL is good for censorship resistance, but it may introduce more cross-block MEV. While ePBS solves the relayer trust problem, we must make sure that its implementation does not inadvertently obstruct long-term solutions to even larger problems. It would be unacceptable, for example, if ePBS enshrining the builder economy ends up making it harder to reduce reliance on the private orderflow that has emptied out the public mempool. Encrypted mempools may not only reduce pre-execution transparency and pending orderflow visibility, but also shift competitive advantage to new privileged actors, including specialized hardware operators in some designs, while adding protocol complexity. In order to avoid wasting time playing whack-a-mole, we must commit to solving the extraction problem at a whole system scale. Doing so will require creativity, courage, and the understanding that failure to solve this problem is unacceptable. If we fail, we will have left in place an unnecessary barrier to institutional adoption, but, more importantly, we will also have surrendered a core part of the promise of Ethereum - the replacement of extractive middlemen with permissionless, credibly neutral infrastructure and competitive markets. That must not happen. MEV is likely to be the next major front in the cypherpunk war. We must set ourselves up to win here. Privacy is just as fundamental. A public ledger without serious privacy defaults is a surveillance substrate with settlement guarantees. That is not an acceptable end state for the world computer. Unconditional privacy will be readily available across Ethereum, with programmability on top for selective disclosure, proofs, auditability, compliance logic, reputation, governance, identity, and other constraints chosen by users and their communities. The temporal order matters: unconditional privacy must exist first, opt-in constraints come second. It is also important to avoid forcing users to assemble a fragile stack of special wallets, RPCs, bridges, apps, compliance providers, and operational habits to attain privacy. Deep privacy must be more secure than this. Privacy is a condition for Ethereum’s viability as freedom-respecting coordination infrastructure and as such must be robust. Staking must be treated as protocol infrastructure risk. Staking is not merely a yield product, and liquid staking is not merely an app-layer market. If stake, liquidity, validator access, DeFi collateral, and governance influence concentrate around a small set of issuers or operators, Ethereum’s security layer becomes vulnerable to capture through capture of the economic layer around it. EF will support research, specifications, and designs that keep staking permissionless, private where possible, plural in operation, and resistant to intermediaries becoming permanent control points. The access interfaces are where users access either the protocol directly or through intermediated defaults. The primary problem to solve here is not getting Ethereum into more rooms directly, but making its users, both end users and institutions, more self-sovereign and less susceptible to coercion, and avoiding normalization of soft coercion in exchange for reach. EF will not help Ethereum become more acceptable by sanding off the properties that make it uniquely valuable. Ethereum does not need to become another permissioned settlement backend with better branding. It needs to show, in production, that self-sovereign coordination at scale is possible. Across Ethereum, the EF’s defensive work seeks to ensure that Ethereum is infrastructure people can still use when counterparties fail, platforms censor, governments overreach, intermediaries extract, and coordination problems become infeasible for trusted systems to handle. A core part of that is to make that infrastructure secure and robust against capture at every layer wherever capture opportunities can hide. 4. What the EF is also for: Seizing opportunities Shoring up the fundamentals is not enough. Ethereum’s potential is still largely unrealized, but that does not mean that the path ahead is going to be straight. Opportunities must be seized when the time is right. At this moment in time, a number are visible, including: * Ethereum becoming the first quantum-resistant global infrastructure. Ethereum researchers will lead the post-quantum cryptographic migration before the threat becomes urgent, not after it becomes a governance emergency. That means hardening Ethereum’s cryptographic foundations while there is still time to design carefully. The same applies to other long-horizon risks, where waiting for market demand means waiting until the window for principled design has already closed. * Verifiably self-sovereign stack, from soup to nuts, whether local or remote, with no censorship or extraction openings: browsers, wallets, intents, broadcasts, orderflow, inclusion, block construction, proposal, proving, exit, and recovery. Minimal MEV, and zero toxic MEV entrenchment, either in or around the protocol. No execution layer that is formally permissionless but practically gatekept by privileged supply chains. If there’s a funnel towards an extractive private lane, there’s other options that keep the game live. The goal is not only to prevent extraction or capture, but to make credibly neutral execution competitive enough that serious users prefer it. * Making ETH normal digital cash: a private, dignity-respecting, debasement-resistant and surveillance-resistant medium of exchange and store of value, as well as the native asset of private computation and private coordination for both humans and their agents. If Ethereum can make private economic life and private institutional life possible without routing users back through the friction and potential abuse of custodians, surveillance vendors, or permissioned ledgers with softer branding, as well as provide a venue for secure and competitive machine economics, the value unlocks will be immense. * Personal wallets with personal AI agents that users can actually own and run on their own personal computers. Not your keys, not your coins; not your model, not your mind. As agents become interfaces for more economic and social action, the question of who owns the wallet, the model, the memory, the policy, and the signing authority becomes an existential question about sovereignty instead of UX details - we are all users above any other roles, and no one at EF will forget this. * Institutional and enterprise use cases where Ethereum wins by not disappearing into an invisible backend, gatekept by intermediaries or terrible UX, and by not compromising into a compliant fintech rail with web3 branding. Rather, we will win through proving that credibly neutral infrastructure can handle disintermediated coordination so competitively that trusted intermediaries have to meet Ethereum users on Ethereum’s terms. * Security-preserving scaling. L2s and related infrastructure will be able to meet institutional-level needs without accepting dependencies on closed operators, opaque sequencing, custodial UX, or upgrade committees that users cannot realistically exit. Scale is not throughput alone. Scale is the guaranteed availability of self-sovereignty under real load. We are ensuring Ethereum remains the hardest bedrock for settlement, local and worldwide; and beyond that, a civilizational ledger and execution substrate to stand the test of time. When future civilizations speak of the infrastructure they inherited from the Antiquity of the Information Age, their first example should be Ethereum. Ethereum will outlast all of us. More than enough people watching understand this. Many wondered why it needed saying at all, but it did. If you don't believe us or don't get it, we don't have time to try to convince you, sorry. 5. Addressing departures There has been a lot of online speculation about departures from EF, both before and after the mandate. Some people resigned, others were terminated. Some departures were about strategy, some about role fit, some about normal institutional change, and some simply about people deciding that their best work for Ethereum should happen somewhere else. We will not litigate individual personnel matters on Twitter. That is the default because it is better for EF, better for the people involved, and better for Ethereum. People who contributed through EF deserve dignity on the way out. They do not deserve to have their employment history turned into factional content. Where possible, we have let people describe their departures in their own words as a matter of courtesy, and not concession. If public claims materially mislead people about EF’s direction, decision-making, or mandate, we may correct the record at the level of policy, process, and institutional facts. We still will not turn personal files into public spectacle. Ethereum is permissionless. People may disagree, criticize, compete, fork, and build elsewhere. We intend to keep exits dignified and expect others to do the same. It will suffice to say that we are thankful for what all contributors have built; we will continue to do work Ethereum needs. 6. Addressing EF spinouts Some work should and will leave the EF in the months to come. We hope and expect this process to result in some excellent work being done in service of scaling self-sovereign adoption, but we also must take care lest it becomes an abdication of responsibility or an excuse for undisciplined spending. Some work is not mandate-compatible and should not be carried forward with EF funds or EF endorsement, either inside or outside the Foundation. The efforts carried out by the spinouts will vary widely. Some efforts will leave EF because another org would be a better home for them; others will leave because markets should decide on their worth. Some will leave because they are not compatible with the direction set out in the mandate; others because they are useful but not EF work. Just as a spinout is not automatically good because it reduces EF headcount, former EF affiliation is not a claim on EF funding. The question we ask when deciding on funding is not “did this come from the EF?” But, rather the questions that should be asked about all external funding: “Is this work mandate-critical? Would the EF do this work internally if it had the organizational and financial capacity? Is there no better natural home? Can the external party execute without increasing capture risk, private extraction, opacity, or dependence? Does supporting it reduce Ethereum’s dependence on the EF over time, without prematurely transferring resources and legitimacy to new organizations and thereby risking operational failure or mission drift?” EF funding for work being done externally can be appropriate when it is a capacity solution for mandate work - work the EF should responsibly want done; work that protects CROPS; work that advances self-sovereignty and scales it; essential work that no actor can or will reliably do without EF funding; and work that can be scoped, reviewed, and held accountable without creating a permanent dependency. Such funding is not appropriate when it is a lazy continuity payment, a friendship payment, a reputational hedge, a way to avoid making a hard decision, or a way to support work that is not compatible with the mandate. EF has finite funds, finite legitimacy, and a specific mandate. We will spend all three as if they matter. When we say “EF is one of many nodes”, we mean that we intend to be one of many nodes working to keep self-sovereignty and its scaling the North Star, and working to keep CROPS the undisplaceable first-class properties of the network. We don’t mean that we will support orgs or projects with different priorities. Diversity that leads to ecosystem resilience, coordination cost right-sizing, and better decision-making is good. Diversity that leads to mission drift is not. We are not neutral on the direction Ethereum takes. CROPS are not just things we “believe in”, they are characteristics we understand must be thoughtfully prioritized at every fork for Ethereum to realize its potential. We are partisans for and builders of something of such incredible neutrality that it will fundamentally reshape the world we live in; we wish to work with everyone committed to this shared purpose.