Art M.

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on the atlas — 26

highlights — 34

2025 LLM Year in Review
2025 LLM Year in Review | karpathy
GenAI with LLMs: Lecture Notes
GenAI with LLMs: Lecture Notes - Generative AI with Large Language Models / GenAI with LLMs Resources - DeepLearning.AI
Not a single technology in history has yet changed basic human nature.
Marc Andreessen Is (Mostly) Wrong This Time | WIRED
Nor is this feature entirely unique. Other devices, such as the Oura Ring 2 or WHOOP Strap, have a similar ability to measure HRV and output a “readiness” score. Fitbit also debuted a similar feature called Daily Readiness Score on the Fitbit Charge 5, which has since landed on its premium smartwatches and the Google Pixel Watch.
Garmin Body Battery: Is it useful for health and fitness? - Android Authority
Resist the seductive temptation to “keep your options open”, in favor of deliberately making big, daunting, irreversible commitments. They prove more fulfilling in the end.
Four Thousand Weeks - by Oliver Burkeman | Derek Sivers
In fact, this actually happened with a smaller stablecoin! It hasn't happened to MKR yet largely because the MKR holdings are still fairly concentrated, with the majority of the MKR held by a fairly small group that would not be willing to sell because they believe in the project. This is a fine model to get a stablecoin started, but not a good one for the long term
What in the Ethereum application ecosystem excites me
Jingu is famous for its tradition of periodic reconstruction, known as Shikinen sengu, or simply sengu. Every 20 years exact copies of Naiku, Geku, and 14 other shrines are built on empty sites next to the existing structures, after which the old structures are torn down. Altogether 65 buildings, bridges, fences, and other structures are rebuilt this way. This reconstruction at Jingu has taken place every 20 years (with some interruptions) for over 1300 years, since the first sengu took place around 690 AD.
Ise Jingu and the Pyramid of Enabling Technologies — The Prepared
When giving tests, Stanford professor Ronald Howard used to make students put the percentage odds they thought they were correct next to each answer. If you said you were 100% confident that your answer was correct and it turned out to be wrong, you failed the entire test. If you said you were 0% confident and your answer happened to be correct, you got no credit. Everything in between gave you a confidence-adjusted score. I’ve never heard of a better way to teach people that life is about probabilities, not certainties.
A Few Good Stories · Collab Fund
When I asked Audrey Tang, the Minister of Digital Affairs, why Taipei doesn’t renovate more of its dilapidated old buildings, she replied “There’s no social pressure for that.”
Eleven days in Taiwan - by Noah Smith - Noahpinion
But Ethereum’s Merge to PoS has potentially muddied those waters, with the SEC suggesting that Ether could now be a security under the Howey Test (an asset is a security if it is 1) an investment of money; 2) in a common enterprise; 3) with a reasonable expectation of profits; and 4) derived from the efforts of others). It’s unclear how the Merge could have substantively changed the decentralized nature and purpose of Ethereum to now make it a security (it’s still more akin to Bitcoin than digital tokens).
Federal regulators are preparing to pass judgment on Ethereum
FDR’s gold confiscation meant that private owners were obliged to take their coins, bars, or gold certificates to a bank and exchange them for dollars at the prevailing rate of $20.67 per ounce. Over the next year, the President then raised his official gold price to $35 per ounce, effectively cutting 40% off the dollar in a bid to stoke inflation and spur the economy. It was part of FDR’s larger effort to move the US away from the gold standard. The prohibition on personal gold stayed in effect until December 1974, when President Ford legalised private ownership.
For the War. (Any views expressed in the below are… | by Arthur Hayes | Sep, 2022 | Entrepreneur's Handbook
Passionate intensity United States, number of state governments under unified party control, by party
American policy is splitting, state by state, into two blocs | The Economist
In a new study of four sugar substitutes, researchers found that these nonnutritive sweeteners don’t just travel through the body unnoticed. The study results, published on August 19 in Cell, link two of the sweeteners—saccharin and sucralose—to spikes in glucose levels and suggest all four are tied to a shift in gut microbe profiles
Some Sugar Substitutes Affect Blood Glucose and Gut Bacteria - Scientific American
Exercise resulted in significant increases above rest in muscle FSR at all times: 3 h = 112%, 24 h = 65%, 48 h = 34% (P < 0.01). Muscle FBR was also increased by exercise at 3 h (31%; P < 0.05) and 24 h (18%; P < 0.05) postexercise but returned to resting levels by 48 h. Muscle net balance was significantly increased after exercise at all time points [(in %/h) rest = -0.0573 +/- 0.003 (SE), 3 h = -0.0298 +/- 0.003, 24 h = -0.0413 +/- 0.004, and 48 h = -0.0440 +/- 0.005], and was significantly different from zero at all time points (P < 0.05). There was also a significant correlation between FS…
Mixed muscle protein synthesis and breakdown after resistance exercise in humans | American Journal of Physiology-Endocrinology and Metabolism
10 different ways of saying “sorry” like Japanese. （ごめん、ごめんなさい、すまん、すまない、すいません、すみません、申し訳ない、恐縮です、恐れ入ります）
Which is harder? Japanese or Chinese? | Tae Kim's Blog
While eth is crossing this no man’s land, activity growth on eth L1 would likely be stagnant or negative. That means to the left & down on our chart of activity vs price. Rational choice for eth ecosystem investor would be to sell eth & long high growth L2 tokens.
Why I’m Bearish on Ethereum - Tascha Labs
TLDR: Activity growth determines price growth for L1 tokens Shifting to L1-L2 structure may mean stagnant or negative activity growth of Eth L1 in ST/MT Transition from B2C to B2B model reduces exposure of Eth token to end users, negative for liquidity, volume, price
Why I’m Bearish on Ethereum - Tascha Labs
Truth is “face time” w/ as many end users as possible is a precious advantage for a token. (And you should consider this when thinking of investing in any crypto project that only serves “enterprise use cases”.)
Why I’m Bearish on Ethereum - Tascha Labs
W/ alt L1s rising that’s already less true. W/ eth L2s coming you won’t need to own eth even in ethereum’s own ecosystem. You can buy, say, ZK tokens on centralized exchange, transfer to your ZK Metamask wallet & spend ZK in ZK L2 chain, all w/o touching eth token.
Why I’m Bearish on Ethereum - Tascha Labs
You say, as security layer of ethereum eco, importance of eth token is paramount & surely users would value that. Yes you’re right. But if “importance” is the decisive factor for token value, ChainLink & Graph would have higher mkt caps than Doge & Shib.
Why I’m Bearish on Ethereum - Tascha Labs
But if “importance” is the decisive factor for token value, ChainLink & Graph would have higher mkt caps than Doge & Shib.
Why I’m Bearish on Ethereum - Tascha Labs
Is the Dual Token Model Broken? From an economic perspective, the dual token model seems to make little sense. Further, there’s an underlying conflict between the governance token and the soft currency. Games using the dual token model grant rights to the financial success of a game and control over policy and resources to the governance token. Yet, players who make a game financially successful (as tax on economic activity is the predominant monetization model in crypto games) have no rights and own the highly inflationary local currency. This construct is actually value extractive both ways.…
Managing Crypto Gaming Economies - MetaPortal
Discounted Cash Flow - An absolute way of valuing removed old supply; fails to take into account new supply and interest rates; doesn't apply to currencies P/E Ratio - A relative way of valuing removed old supply; fails to take into account new supply and interest rates; doesn't apply to currencies Number of developers - A leading indicator of usage, which is not a fundamental driver of capital flows Transactions - A coincident indicator of usage, which is not a fundamental driver of capital flows Active Addresses - A coincident indicator of usage, which is not a fundamental driver of capital …
“That’s Our Two Satoshis” — Layer 1 Blockchain Tokens Are Currencies
Analysts have relied on various metrics to understand how to value these assets, including discounted cash flows, price-to-earnings, number of developers, number of transactions, active addresses, and many more.
“That’s Our Two Satoshis” — Layer 1 Blockchain Tokens Are Currencies
And yet, America has become a Microwave Economy. We’ve overwhelmingly used our wealth to make the world cheaper instead of more beautiful, more functional instead of more meaningful. We don’t value what we can’t quantify, so our intuitions are given short shrift. In the name of progress, we belittle the things we know but can’t articulate. The result is an economy that prizes function over form and calls human nature “irrational”—one that over-applies rationality and undervalues the needs of the soul.
The Microwave Economy - David Perell
The Uber map is a psychological moonshot because it does not reduce the waiting time for a taxi but simply makes waiting 90 per cent less frustrating.
Best Story Wins · Collaborative Fund
Stories get diverse people to focus attention on a single point.
Best Story Wins · Collaborative Fund
Steven Spielberg pointed this out: The most amazing thing for me is that every single person who sees a movie brings a whole set of unique experiences. But through careful manipulation and good storytelling, you can get everybody to clap at the same time, to laugh at the same time, and to be afraid at the same time.
Best Story Wins · Collaborative Fund
Stories can leverage ideas in the same way debt can leverage assets.
Best Story Wins · Collaborative Fund
When a topic is complex, stories are like leverage.
Best Story Wins · Collaborative Fund
Atruth that applies to many fields, which can frustrate some as much as it energizes others, is that the person who tells the most compelling story wins. Not who has the best idea, or the right answer. Just whoever tells a story that catches people’s attention and gets them to nod their heads.
Best Story Wins · Collaborative Fund
The "Keto Kosher" health-focused lifestyle immersion network state is certainly one that I would want to live in
What do I think about network states?
Another model the Delphi Gaming team has been exploring in depth lately is called PlayFi, as pioneered by NOR
The Future of (Crypto) Gaming - Delphi Digital
Starting [at a young age] he’s read everything that he could find about business
Curius / Onboarding