TRACK AGENTS

“I think the way I describe it right now is we're about six months into a pretty deep bear market. Traditionally, bear markets have lasted around 12 months before activity started recovering. That kind of makes me think that by the end of this year, we'll be looking a little bit better. We won't be out of the woods yet, but I do think 2027 will be quite a good year.”

“In general, the game is getting harder every cycle. You can't just like, even the last one, the last one was pretty narrow, right? Like it wasn't just throw a dart at the board and like all of the coins basically go up. And I think that will persist, right? It's going to be much more narrow, thesis driven. And then even probably like the weird stuff will also be quite narrow and like just come out of PVP communities.”

“I think for this cycle to work in a big way, it has to be retail driven and or agent driven, like Mike was saying before, like retail almost needs to interact with agents or agents need to interact with themselves and get this thing going. And I think that will happen. So like, that's what I'm bullish on this next cycle.”

“I think the price, who is driving price discovery? It's the boomers here. There's a bunch of boomer money via now ETFs, but soon RIAs and stuff like that, that's going to move into crypto. They're going to go through the same process that we did, and they're going to look at the world and say like, what makes sense here at DeFi?”

“Crypto is splitting into the worlds of world of, just like stocks, like blue chip stocks that are traded on exchanges and penny stocks. Crypto has been entirely penny stocks. That game is going to continue to exist, but it is going to get dwarfed by the blue chip, you know, exchange traded stock game, which competes on compounding and all of the stuff that you would be relatively familiar with.”

“I want to start with, you guessed it, Anthropic, unbelievable 28 day month of February, where they did 6 billion in revenue, which was more than Databricks has done in their entire lifetime. It was actually the accidental leak of Claude Mythos, essentially 3,000 unpublished assets leaked. It's a 10 trillion parameter model apparently, that is this next level step changing capabilities that they're not releasing because of how powerful it is.”

“The faster we vibe code, the faster we ship, the more corners we cut in general on application level security. It happens. I mean, so many folks are accidentally uploading code to insecure GitHub's, to database, to super bases that are by default open. So this is this is accelerating our data, which is just open on the Internet. And you could say, but God, this shouldn't happen at the Anthropic level. And I'm sure someone will get will get scolded.”

“You're seeing the economists, the accountants have wandered into the room, and they said, we have a scarce resource here. Let's optimize it. Let's devote this compute to the people who can pay the most for it. You haven't lived till you've seen an 85% decline in an index. I think shooting Sora in the head is even more significant in terms of what it says about the strategic direction of the company.”

“On the cybersecurity leak, it was noteworthy that Anthropic, quote unquote, blamed human error. We may be at the stage where we throw the humans under the bus, not the AI anymore. Which I think at some level is pretty terrifying. But and you know exactly what happened. You often see this where you're about to do a big announcement. You have your content management system. You stage all the assets, be it their fed press release.”

“The autonomous agents which I've been talking about how this is going to consume orders of magnitude more tokens and change our life. I'm excited to see more is coming and open claw was just this brief thing that woke us up to what Anthropic appears to be all in on. Truly autonomous agents running 24 seven, hopefully safely, hopefully not leaking all of our source code, but it's coming soon.”

“AI bots will generate more internet traffic than humans by 2027.”

“AI bots will generate more internet traffic than humans by 2027.”