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It has been a privilege to partner at @paradigm with founders from across the frontier, who are pushing the bounds of what's possible.
Excited to help the future get a little bit closer.
Paradigm’s 4th fund
$1.2B to invest and build in crypto, AI, robotics, and other areas of the technical frontier
Alexander Grieve retweeted
Good news for businesses building on @tempo: the OCC’s final GENIUS rule includes changes that are net positive for the future of finance and Tempo’s partners. Read more here: tempo.xyz/blog/genius-act-re…
Alexander Grieve retweeted
$100k to the developer who can make muse spark open fastest!
We're launching a $100,000 challenge to see who can make Muse Spark run fastest: openkernelchallenge.dev/
Alexander Grieve retweeted
we just posted a new kernel optimization challenge
best score wins a princely sum
We're launching a $100,000 challenge to see who can make Muse Spark run fastest: openkernelchallenge.dev/
Alexander Grieve retweeted
Epic @paradigm x @meta x @andromeda_ai collab going on w 100K on the line. How fast will you make Muse Spark?
We're launching a $100,000 challenge to see who can make Muse Spark run fastest: openkernelchallenge.dev/
Alexander Grieve retweeted
Meta + Paradigm open challenge to optimize Muse Spark
Top prize is $50K + an H200 signed by Meta team
We're launching a $100,000 challenge to see who can make Muse Spark run fastest: openkernelchallenge.dev/
Alexander Grieve retweeted
new challenge from @meta @paradigm @andromeda_ai
make the best American open source model run faster!
We're launching a $100,000 challenge to see who can make Muse Spark run fastest: openkernelchallenge.dev/
Alexander Grieve retweeted
We're launching a $100,000 challenge to see who can make Muse Spark run fastest: openkernelchallenge.dev/
Alexander Grieve retweeted
There’s a world of difference between user-authorized agents (Muse, Instinct, Grokbot, etc.) and true unauthorized/rogue agents that could constitute cyberattacks.
Most of the activity described in the Axios story appears to be the former: customers sharing credentials with agents so they can take actions on their behalf. This may violate bank terms requiring humans to log in themselves, but these are in no way cyberattacks.
The direction banks should go is to support user-directed agents. For example, Amex is an authorized connection in Muse, making it easy for users to grant, limit, and revoke access.
Read-only permission levels are a sensible interim step. Several banks already support or are moving toward them. Full write access (with user credentials) is a different risk category and should be approached carefully.
Frightening the public by blurring the line between user-authorized agentic behavior and cyberattacks is irresponsible.
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.
Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.
Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.
Read my latest for Axios here: axios.com/2026/10/22/ai-agen…
Alexander Grieve retweeted
Jensen closed his GTC Berlin 2026 keynote with this Hermes Agent demo as the finale.
He introduced it by saying the way to build an agent is to ask an agent to build it for you, so he installed and set up a customized Hermes in one prompt.
Then he used Hermes, running on @nvidia RTX Spark, to create a simulated training environment for the @huggingface Microduck. Hermes planned an obstacle course with Nemotron and had GPT-6 Astra build it using FreeCAD, Omniverse libraries, Blender, Newton, and Isaac Lab. Hermes trained thousands of simulated ducks on that course until the validated policy was ready to run on the real robot in the physical world.
At Nous, we believe open source is a practical tool as much as a philosophical ideal. It gives users the ability to build powerful, complex workflows chaining numerous local+cloud models, devices, and tools themselves instead of waiting for a company to enable them.
Was thinking this AM about what a combined entity could mean
One current vision for Tesla is for customers to opt-in to using their cars as RoboCabs when not in use. Disrupt Uber and then some
Taking that a step further though, imagine:
- you set your GrokBot an IRL task, e.g. “clean my gutters”
- the GrokBot then “rents” use of an Optimus humanoid, whether from a home (where it’s been made avail, like a Tesla car), or from maybe a local Optimus hub
- the GrokBot then directs (or rides on board!) the Optimus to come to your house and clean said gutters
- Optimus returns to its home upon completion, and GrokBot compensates the Optimus owner (whether consumer or corporate) with an agentic payment
Would basically turn an agentic harness into a new age TaskRabbit
Elon Musk today on a potential merger between SpaceX and Tesla:
"Both Tesla and SpaceX have formed special committees at the request of shareholders. Because I'm a conflicted party I can't be in on these discussions. I don't think we should assume that a merger is a certainty. Do I think it would be a good idea? Yes. But at the end of the day, shareholders have to be supportive of this. The special committees have not reached an agreement on any transaction, and it doesn't mean they will, but there is a lot of be gained from cooperating on SI, chip design, robots, mass or orbit, connectivity. I think it would be a good idea."
Alexander Grieve retweeted
. @POTUS is right to call on data center providers to partner with local communities to ensure they are protected on energy costs, water costs, noise restrictions, etc. There's also a great opportunity to work with local communities on job training for the data center jobs that will be needed well after the plumbers, electricians, etc. have finished construction. cnbc.com/2026/10/21/trump-da…
The GENIUS Act is arguably the first financial regulatory law written to foster innovation, as much as it was to develop regulatory safeguards.
We @paradigm appreciate @USComptroller and the @USOCC’s hard work to deliver these regulations without delay, while honoring that very ethos behind GENIUS.
It is a historic day for the American financial system, and financial innovation.
At the @USOCC, we have worked diligently and expeditiously to deliver the GENIUS Act final rule ahead of schedule to support President Trump's vision and @SecScottBessent's leadership to grow the economy and lead the global digital currency revolution.
Today marks the birth of a new industry having a federal framework for payment stablecoins in the digital age. It also brings us back to our original mission when the OCC was charged with the responsibility for organizing and administering a system of nationally chartered banks and a uniform national currency.
Alexander Grieve retweeted
The @USOCC released its final rule implementing the GENIUS Act requirements for payment stablecoin issuers under its purview. Thank you to @USComptroller Gould and the OCC for their leadership in advancing GENIUS implementation.
CCI appreciates that the OCC carefully considered public comments, including ours. The final rule follows the language of the GENIUS Act by eliminating the rebuttable presumption regarding rewards arrangements between issuers and affiliates or third parties. CCI looks forward to reviewing the final rule more closely.
At the @USOCC, we have worked diligently and expeditiously to deliver the GENIUS Act final rule ahead of schedule to support President Trump's vision and @SecScottBessent's leadership to grow the economy and lead the global digital currency revolution.
Today marks the birth of a new industry having a federal framework for payment stablecoins in the digital age. It also brings us back to our original mission when the OCC was charged with the responsibility for organizing and administering a system of nationally chartered banks and a uniform national currency.
The global demand for compute is insatiable, but (particularly as the last few weeks in the market have shown) compute infra buildout is not linear, nor is demand.
Enabling labs, neoclouds, and investors to hedge their compute exposure will deliver greater certainty to the market, and unlock the next leg of global growth.
The @CFTC has asked how best to approach this burgeoning compute derivatives market — we teamed up with @andromeda_ai to answer.
Our take:
- these markets are nascent, so defining a market structure now is premature. But establishing basic benchmarks can help these markets to develop
- physical delivery can help anchor price
- fixed-date and perpetual derivatives serve complimentary roles, and are both well-suited to this underlying commodity
- compute fits easily within the existing CFTC framework, and does not need a bespoke regime
We appreciate @ChairmanSelig seeking comment from the market on these important questions, and look forward to engaging with the Commission as these markets develop.
Today, @paradigm and @andromeda_ai responded to @CFTC’s request for comment on compute derivatives.
The market for compute is big, and only getting bigger. But unpredictable prices mean higher costs, slower builds, and a diminished AI stack.
Compute derivatives fix that.