Vontarius Falls

Honored to have been a winner of the Raingentic Hackathon held by @raincards , @monad , & @encodeclub this past weekend. I truly believe AI is " the great equalizer " & has leveled the playing field for individuals to truly build things with conviction, even if they lack traditional experience. As a team of 1 working with a swarm of agents, I was able to develop a product centered around a niche within a niche I've been conducting research on for months & found this as an opportunity to build something representative of that research + conviction. The product: Usufra, a platform for tokenizing compute reservations & trading those reservations via agents or individuals. A product at the center of the incoming compute derivatives market. Learn more about my take on this market -vontarius.xyz/research/struc… Looking forward to further building on this idea & having more conversations with bright individuals about the incoming opportunity at hand around this asset class!

I believe blockchain rails solve the stranded compute issue. Tokenization to be exact. Its the move towards being able to "double dip". Lets say you are sitting on H100/B200/B300s, you either: A: Sell then 2x or 3x from the massive amount of appreciation we've seen. B: Make it a tokenized yield bearing asset + provide backed settlement that can convert to usage. I agree there will be a lot of bad bets that die in 2027 but I also think there will just end of being niche pivots from a lot of neoclouds to prevent them from seeing the guppy deaths that Elon believes will happen

As someone with a portfolio of energized land assets here is what I am seeing: 1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however. 2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3). 3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening. All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one). This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them. 2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.

Introducing Supabase Compute, in private alpha. You don’t need a second platform for your agents and long-running jobs. Run them in your Supabase project, next to your data in Postgres. See how it works → supabase.com/blog/supabase-c…

My expectation is that blockchain companies that are serious about the agentic future will move towards converting a portion of treasury into GPUs. It could easily serve a few purposes: 1. Model hosting with gated access behind their native tokens. Easy incentive mechanism. 2.Appreciation of treasury value through the holding of GPUs as an asset 3. Long-term bargaining power + leverage when capacity becomes scarce. Even room for tokenizing said asset. I don't think its something that probably should happen, I think its mandatory & actually inevitable that we see it rolling out across chains

We're thrilled to announce the Superpower Peptide Library. Every peptide, mapped to the body. 152 peptides, from approved drugs to compounds still in trials, sorted by where they act. Each one has its own page, reviewed by a physician and fully cited, covering: - the evidence and how strong it is - its FDA status - it's mechanism of action - what studies in humans have found Because not all peptides are equal. Semaglutide is FDA-approved. BPC-157, maybe the most talked-about peptide for recovery and repair, is not. In a 2025 review of its research, 35 of 36 studies were in animals or the lab. Know the science before you buy the hype. Check it out here: superpower.com/guides/peptid…

if your CRM is pinned chats and good intentions, this one’s for you. nov. 12: @VontariusF demos his open-source CRM, built with @FactoryAI, at The Studio AI Lab. you’ll get repo access, setup instructions and workflows to adapt. NYC. request to join: luma.com/r7lmfyiy

A lot of changes shipped to @itsSpriite. Native @FactoryAI mission launches, more stabilized cloud builds, tag your Spriite on X & have it spin up a repo of whatever you tag it in, & much more. Open Source as always! - github.com/VontariusF/spriit…

Introducing epstein.md 👋 A 927,400+ Character .MD File that's specifically trained to skip every vibe coded AI Slop design principle. - no box shadows - no emojis - no '🟢 LIVE ' badges - 0 blue/purple gradients & religiously ignores 350 most common AI words (delve, vibe, seamless ...) It's the result of 11 months of 8 hrs/day Twitter doomscrolling and constant additions to the codebase of our vibecoding ui. Wholeheartedly hoping this finds the most design-needy indie hackers.

Introducing OpenCompute: a self-hosted orchestrator for agent sandboxes on your choice of runtime. Adopting autonomous software development should not require handing over your valuable code and context to someone else’s cloud. Scale your fleet of remote agents while keeping them in your VPC.