Imagine what if because of some post you wrote years ago in reddit, stackexchange, your own blog, etc., you are able to take a cut from the revenue that is being made by o3 or sonnet or hosted service providers of open-source LLMs. If human-generated data in internet is the fossil fuel for reaching AGI, humans need to be able to extract value captured in proportion to their contribution. Instead what happens now is > big tech pay lumpsum to build datasets and strap a license > build a foundation model > strap an API to charge $/month or $ per N tokens > make revenue, raise $10s or $100s B private valuations, share prices rise The human OGs whose data was critical don’t get anything from these behemoth value captures. Naysayers might say “oh we now use synthetic data for training because we find AI superior to humans”. But bro you are just using bigger models made previously from human data to make synthetic data for preparing smaller but smarter models. That just means that the smaller model wouldn’t have existed without the former model and by geneology, the OG human data. Again, human OGs deserve to see a portion of value captured in their wallet. With RLHF being getting more critical for post-training, users are being asked to press thumbs up or down in chatbot interfaces. This preference is being used to improve the model even further which is then used to charge more $/month or $ per N tokens for next edition of LLM. Yet you, yeah you human users, aren’t able to see any of those value passed on to your wallet. It is obvious that having access to advanced GPUs and fossil fuel of human data has been critical for building the most competitive LLM offerings. Yet only shareholders of tsmc, nvidia, google, etc. and vcs, angel investors of openai, anthropic, etc., are getting all value capture. Normie humans whose digital footprint was used end up getting peanuts. Regardless of whatever date the AI pundits or modern-day philosophers have been setting for achieving AGI, the road to AGI is being paved with thievery of property rights of humans on their data or digital actions. Here is the biggest prompt: how do we build a data market without a counter-party risk that is able to continuously measure the contribution of each unit of digital action by a human towards any commercial model’s value capture and share the royalty back to the human? Imagine this being there, we will have a pipeline where any of these behemoths can use human data to make better and better models while also ensuring normie human can harvest due payout from their digital actions. What an wonderful world that will be! Fair allocation. Just a late friday musing!

Imagine what if because of some post you wrote years ago in reddit, stackexchange, your own blog, etc., you are able to take a cut from the revenue that is being made by o3 or sonnet or hosted service providers of open-source LLMs. If human-generated data in internet is the fossil fuel for reaching AGI, humans need to be able to extract value captured in proportion to their contribution. Instead what happens now is > big tech pay lumpsum to build datasets and strap a license > build a foundation model > strap an API to charge $/month or $ per N tokens > make revenue, raise $10s or $100s B private valuations, share prices rise The human OGs whose data was critical don’t get anything from these behemoth value captures. Naysayers might say “oh we now use synthetic data for training because we find AI superior to humans”. But bro you are just using bigger models made previously from human data to make synthetic data for preparing smaller but smarter models. That just means that the smaller model wouldn’t have existed without the former model and by geneology, the OG human data. Again, human OGs deserve to see a portion of value captured in their wallet. With RLHF being getting more critical for post-training, users are being asked to press thumbs up or down in chatbot interfaces. This preference is being used to improve the model even further which is then used to charge more $/month or $ per N tokens for next edition of LLM. Yet you, yeah you human users, aren’t able to see any of those value passed on to your wallet. It is obvious that having access to advanced GPUs and fossil fuel of human data has been critical for building the most competitive LLM offerings. Yet only shareholders of tsmc, nvidia, google, etc. and vcs, angel investors of openai, anthropic, etc., are getting all value capture. Normie humans whose digital footprint was used end up getting peanuts. Regardless of whatever date the AI pundits or modern-day philosophers have been setting for achieving AGI, the road to AGI is being paved with thievery of property rights of humans on their data or digital actions. Not saying I have the solution but here is the biggest prompt: how do we build a data market without a counter-party risk that is able to continuously measure the contribution of each unit of digital action by a human towards any commercial model’s value capture and share the royalty back to the human? Imagine this being there, we will have a pipeline where any of these behemoths can use human data to make better and better models while also ensuring normie human can harvest due payout from their digital actions. What an wonderful world that will be! Fair allocation. Just a late friday musing!

Hyperspace: The Agentic OS Apple Should Have Built On December 19th, 2024, we announced the world’s first Agentic Browser. What followed was a movement — a new category was born which led to many early products in this space and recently the hundreds of people lining up outside the The Agentic Browser Summit in San Francisco underscored that. Silicon Valley instinctively gets it, from students to tech executives, people can feel a revolutionary new change in computing is in the air. Past year taught us why such a product was inevitable, a hard engineering effort, and also the last mover in the entire software world this decade if and when done right. All paths are headed in the same direction: one tool which orchestrates them all. At Hyperspace we showed that path with essays and products we launched in earlier months: from a spatial UI of orchestrating agents, to showcasing transparent activity in how the AI system operates which leads to user trust, to presenting the software end-game, which massively improves human productivity. We also built the world’s largest AI network, drawing participation from people in almost 6000 cities around the world contributing their machines as nodes in the network. Think Uber, but for AI. That is, planetary-scale. And now we are stretching this industry ambition further with our end-to-end vision of the Agentic Supercomputer, the first breakthrough new AI OS, and an effort which spans from AI research to distributed systems to inventing a new UI to inventing a new business model to complement it. All of this together helps us in serving our mission, of delivering “Everyone’s Personal Supercomputer”. While others have built AI-native browsers, no one though has built something agentic from the ground up — with AI as the foundation, not a feature. How do you fundamentally improve the lives’ of billions around the world ? We believe that requires building a native environment for agents to be viewed, created, deployed, executed, discovered and priced in. That is a world where we move on from static apps, to dynamic agents. But, as my 2 year old niece likes to ask: “but why ?” The issue is that the world of software today is fragmented, and everyone is sprinkling on AI as a feature and charging a subscription fees for it. From browser makers, to IDEs, to design and other productivity tools. This leads to a fragmented UX, where people have to learn to use AI in each app, their memory and other context is not shared between all these apps, and they also have to pay separately for compute for each such AI-enhanced app. Each app maker has to figure out basics such as compute, and leads to the issues we saw with Cursor pricing recently. This is not the future. What if AI was the foundation instead of a feature ? What if Apple had built a fundamentally new AI OS from the ground up and what would it have looked like ? At Hyperspace, that is what we did. On July 15th we introduced three breakthrough key pillars of our AI OS: 1. Agentic Browser 2. Agentic Memory 3. Agentic Payments And we didn’t stop there. We also introduced a breakthrough new user interface called the Spatial AI which is inspired both from the spreadsheet and the HyperCard - each card is an agent, with it’s own inputs and outputs, endlessly extensible and pluggable with others, just like cells of a spreadsheet. Update one cell and all the dependents update, like a spreadsheet formula. It goes beyond a static linear workflow to being able to operate in all directions. This revolutionary new interface helps manage all of the below: 1. Multiple websites being browsed in parallel 2. Multiple desktop apps being browsed in parallel 3. Multiple server tools being used in parallel 4. Multiple smartphone apps streamed to your device or opened via an emulator All the software which you need comes together in this one seamless, agent-native interface. This interface provides you access to the largest network of models, vectors, agents and compute on the planet. The Browser. The IDE. The Notepad… they are not separate products: they are all in one, the Agentic Browser. As Steve Jobs famously said at the iPhone announcement, “are you getting it ?” And beneath this UI lies a new intelligence routing layer — leveraging both swarms of specialized models to the Hyperspace Matrix model that recalls thousands of tools in real-time, not by context window hacks, but through retrieval, ranking, and reuse. To many, this will feel like AGI. Not one big system by one big company, but an intelligent network. Now lets talk about privacy… Are you comfortable with one company owning all your memory forever ? I am not. So we have invented Agentic Memory as a new open protocol which provides full power over memory to you, the user. Your memory is yours, encrypted, on your device, and portable if and how you want. Anyone can build on it without our permission, but not without your permission. This protocol, and the decentralized vector database spread out across the world, would enable apps and agents to share context and memory. Think copy-paste, but for the AI world. It doesn’t just remember — it knows what matters. VectorRank helps your AI weigh your life’s most relevant moments over time, just like the way our minds elevate memories. Now each time you use an agent, your experience with other agents will also continuously improve: you don’t have to keep repeating the same things about yourself, while fully preserving your privacy. Agentic Memory is accessible within the Agentic Browser to manage. And there is one more thing… AI as the foundation requires compute to be available at the base layer, but this base layer spans models running on your own device, to cloud APIs, to also running across the peer-to-peer distributed network. Agentic Payments provides a singular interface to all of that compute, running a spot auction clearing marketplace every second to determine the fair price of compute. This results in price transparency, and you as the user paying the lowest possible cost. If you want predictability, you can reserve compute in advance. This end-to-end system provides the most streamlined world for agents to operate in. In order to enable this world and the world of agents being able to pay each other in sub-cent increments millions of times a second, we had to also invent a fundamentally new agentic micropayments blockchain. All of this together would enable a world where you as a user, or the agent itself, can efficiently call and utilize other agents built by others and also pay for content which is unique and useful. This enables a move away from the current AI exploitative economy for bloggers and other content creators, to a web with a fundamental new business model. Earlier we didn’t have the right infrastructure to enable such a world. Now, all the dots connect. The Hyperspace AI OS would give the power of a supercomputer in everyone’s hands. This isn’t a browser, or an IDE or limited to any device or cloud. It’s an entire AI operating system — with a breakthrough new spatial UI, local and distributed compute, agentic memory, agentic payments, and orchestration built into the foundation. As a user, we move the choice back in your hands with an experience you will love and find delightful. You get to choose the level of privacy, cost, and utility you want. And while Apple should have done it, we could not wait, and we feel this just required a new level of passion and DNA which we bring here. We are just getting started. Thank you, Varun Mathur Cofounder and CEO, Hyperspace cc @naval @pmarca @vkhosla @karpathy @sama

.@sreeramkannan beautifully explains The Signal.

I will beat everyone by building protocols/autonomous systems. Everyone right now is building fintechs just looking to extract & extract, they forgot how/why crypto became successful to begin with, they do not have revolutionary ambitions just Silicon Valley "disruptive" ones This is the same reason I sat and held ETH while everyone was FUDDing it, I will do the exact same thing with cybernetic law, I do not care if it takes me 10 years to prove my point, everyone else is looking for quick wins.

Unsurprised at @sreeramkannan ability to eloquently distill the fundamental unlock that is full zk consensus. If nothing else, watch these three minutes to truly understand the power of the Signal and @boundless_xyz

Shifting from Ethereum to EigenDA unlocks what Fuel was designed for: speed without compromise. Apps like @o2dotapp need serious bandwidth, low latency, and execution that scales with demand. Fuel is now ready to power them, fully, end to end.

"Verifiability is an antidote to counterparty risk." - @sreeramkannan "Anybody building a smart contract today should actually use and can express and go to market much faster by using something like @eigenlayer." "The broader the category of verifiability that we can bring to crypto, the more applications get unlocked." "That's the broad thesis."

Redistribution is coming to mainnet. AVSs that opt in can unlock: → Instant payouts → Custom Operator sets → No more escrow delay Reward reliability. Redirect risk. Build for real-world impact. Learn more 🧵

"Economic security is absolutely not a meme." - @sreeramkannan "The way economic security is used today is just slashing and burning the funds." "If you're @coinbase and you're relying on Ethereum L1 to settle hundreds of millions every day, you might want to hold an insurance against the Ethereum stake." "What is the security thesis that we are going to be able to go and sell to @BlackRock."