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Welcome to the machine economy.

NYC and SF
Joined February 2020
Photo by Volt Capital (@VoltCapital)Photo by Volt Capital (@VoltCapital)Photo by Volt Capital (@VoltCapital)Photo by Volt Capital (@VoltCapital)Photo by Volt Capital (@VoltCapital)Photo by Volt Capital (@VoltCapital)Photo by Volt Capital (@VoltCapital)Photo by Volt Capital (@VoltCapital)Photo by Volt Capital (@VoltCapital)Photo by Volt Capital (@VoltCapital)
Announcing the full P2P: forum session lineup✨ @amasad, CEO @Replit @balajis, Founder @thenetworkstate @dwr, CEO @farcaster_xyz @emiliemc, COO @coinbase @ivanhzhao, CEO @NotionHQ @jwmares, CEO @truemedpayments @rauchg, CEO @vercel @zebriez, CMO @psumvc
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i replicated this and tried a subset of @rikiyatakehi et al's exact experiments on new and old models its pretty clear that only the latest frontier models have these capabilities
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🤖 Apply now for FAI's Machine Age Reception in NYC! 📍 Nov 14, Park Slope 🎟️ RSVP here: innovationreception.org/nyc/ 🤝 Special thanks to our sponsors @lumaril @tryramp @copiaautomation @VoltCapital @generalcatalyst @newindustrials @arthuragronomy & Ultra-Poly.
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🤖 Apply now for FAI's Machine Age Reception in NYC! 📍 Nov 14, Park Slope 🎟️ RSVP here: innovationreception.org/nyc/ 🤝 Special thanks to our sponsors @lumaril @tryramp @copiaautomation @VoltCapital @generalcatalyst @newindustrials @arthuragronomy & Ultra-Poly.
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Volt Capital retweeted
Just like with oil, the market outside the majors is the true marginal market for compute.
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cant miss. hosting a small dinner on 10/8 for those staying the week in LA
.@DiscipulusVent Fall Cohort Starts Today in El Segundo Build for America 🇺🇸 More coming soon...
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Today, we’re announcing Varda’s $250M Series D raise, bringing the total amount of capital raised to $598 million with a $1.6B valuation. This funding will help us build more vehicles, grow pharmaceutical partnerships, and advance toward the first medicine manufactured in space for patients on Earth.
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Welcome to the Machine Economy
NVIDIA GPUs are productive, fungible and durable. Not just hardware, but an investable asset class.
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Volt Capital retweeted
SF for the week. dms open for world models, neoclouds & golf
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Data centers are not only critical to future US innovation, but also being built responsibly despite the noise. Closed loop cooling keeps their water use far below everyday staples like almonds.
A variation of these charts goes viral every few months. Wonder if they ever reach the constituency that needs to see it
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Volt Capital retweeted
A variation of these charts goes viral every few months. Wonder if they ever reach the constituency that needs to see it
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our latest research proposes a framework for setting incentives to deter misbehavior in DePINs. here are the main insights and and an intuitive explanation of the paper's results.
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setting incentives in DePIN has been guess-and-check for too long. our new paper & widget grounds DePIN incentive design in a formal framework:
Replying to @helium
@helium has had close to ~10% of its online nodes classified as malicious on a denylist, with 25-40M in rewards paid out to cheating nodes. @ionet faced a spoof of over 1.8M fake GPUs in one day Our new paper tackles this misbehavior by deriving the conditions to set incentives that deter cheaters. We also shipped a widget that calculates the right incentives for your protocol design:
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Volt Capital retweeted
our new research frames DePIN quality control as a repeated game. in the paper, we derive a ‘deterrence ratio’ that directly relates verticals to the right incentives for deterring unwanted behavior. simulator included below, take it for a spin
Replying to @helium
@helium has had close to ~10% of its online nodes classified as malicious on a denylist, with 25-40M in rewards paid out to cheating nodes. @ionet faced a spoof of over 1.8M fake GPUs in one day Our new paper tackles this misbehavior by deriving the conditions to set incentives that deter cheaters. We also shipped a widget that calculates the right incentives for your protocol design:
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Volt Capital retweeted
Replying to @helium
@helium has had close to ~10% of its online nodes classified as malicious on a denylist, with 25-40M in rewards paid out to cheating nodes. @ionet faced a spoof of over 1.8M fake GPUs in one day Our new paper tackles this misbehavior by deriving the conditions to set incentives that deter cheaters. We also shipped a widget that calculates the right incentives for your protocol design:
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Volt Capital retweeted
two critiques of dePIN have proven to be the most relevant: 1. way too much inflation 2. quality control if you look closely enough, the second issue contributes significantly to the first one and should probably be robustly solved first
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Welcome to the machine economy
OpenAI posted a job opening for "Power Trading Lead", responsible for developing and executing hedging strategies for power and gas for data centers. First job like this I've seen them advertise.
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Most robotics datasets are magic soup. Every source, sensor, and quality level poured into one pot. It looks like scale. But if you're training on it, most of it is inconsistent data you can't trace, and that's what quietly degrades your model.
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This has my full support. Jensen is right.
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-W…
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Our Q2 2026 product update is live. Two shifts headline the quarter: Verify Quality opened to members, and Robot Fleet became a hardware marketplace 🧵👇
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