DEPLOY COMPUTE

“A large language model is capable of doing what, I guess, I could describe as multidimensional synthesis. Like, it's just doing all of these possibilities at once. It's not saying, oh, oil prices are higher, that could be bad for inflation. Instead, they're doing so like, oh, well, this is gonna be bad for ethanol, gasoline balance. It's good for the drillers. It's good for producers. It's gonna mean higher interest rates. Their curve could be much steeper and so on.”

“The technology as it's developing should represent a massive unlock of the value that is contained in all of the data that we have in finance. This was a technology that should go a long way towards helping us truly extract insights from the data on a scale that was never possible before.”

“You'll be asking questions that previously you would have dismissed because you thought, this is so outlandish. I'm not going to waste my endless time on this. But now you can't because before your coffee is cold, you already have the answer.”

“The system is actively helping investors with the unknown unknowns. And that's where a lot of the anxiety for investors comes from.”

“It's undeniable that there are some huge productivity dividends that I think are already here and more coming down the line. I mean, there is going to be a huge amount of resources that are gonna be required for this boom to basically be sustained.”

“Agents become the new companies. That's our thesis. Because once you have an agent and, property rights, suddenly they become ownable. They're new kinds of digital assets that are highly valuable.”

“If you look at the cloud, what is the most important thing that's happening? It's data compute AI. Once that right? So there's Amazon, AWS, there's s three, which is a storage service. There's a compute service called e c two, and then there is an inference service called Bedrock. That's what everybody uses. It's s three, e c two, Bedrock. So we just build those natively on AigongLayer.”

“Part of the reason I got into crypto is because blockchains and cryptography are the only things that are stable in a world where AI can do anything. It can do my work, your work, but it can't break cryptography, it can't break a blockchain. So this was kind of like in the kind of ancient origin story of, like, my shift into crypto, into blockchains.”

“The market size in crypto for, like, all the development activity that's happening is not big enough to accommodate a massive infrastructure segment. This is just like the the kind of, like, the phase and evolution of crypto and where we are in that that journey. I I think it's too early to have hyper modularization, which is what really, like, Eigenlayer was trying to do.”

“We massively reduced the barrier for somebody to do that. You can just write a program like you would write to deploy to a cloud. Write it in and package it into a docker container and send it to AIG and compute. It just run it off chain, but runs inside a trusted execution environment. Back up all the data to AIG and d a.”