Conversation intelligence for tech, business, and the markets they move.
Joined September 2023
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VAIL retweeted
One story dominated almost every tech podcast and livestream this week:
An @OpenAI model autonomously breached @huggingface in an attack that went on for days.
But what does it mean?
Here's the narrative @vail_report formed by synthesizing over 60 hours of streams 🧵 1/8
.@cz_binance post-prison is repositioning as investor and advisor. He warns against $HYPE, can't fully grasp $STRC, and still has beef with @star_okx.
- The Starting Block w/ @gazza_jenks @theblockco
Get in-depth analysis 👇
xitter.cf/TheBlockCo/status/2071…
Live from Abu Dhabi: The Starting Block EP1 with @cz_binance
xitter.cf/i/broadcasts/1jGXggOEg…
Sonnet 5 is deliberately nerfed. Etched is betting $1B that thermals beat raw compute. State Dept is friendshoring the AI supply chain. Stripe says AI is *creating* jobs.
- MTS @mtslive
Full analysis in the first reply 👇
ALT MTS - SONNET 5 TODAY? | JACOB HELBERG ON MTS | FORWARD DEPLOYED ENGINEERS
SONNET 5 TODAY? | JACOB HELBERG ON MTS | FORWARD DEPLOYED ENGINEERS xitter.cf/i/broadcasts/1aKbddOAd…
Researcher @adietrichs left EF to build Ethlabs and answer tough questions: What is ETH worth? Who pays for blockspace? And, does Ethereum intend to be the settlement layer for global finance?
- Unchained w/@laurashin
Link to analysis in reply 👇
ALT Unchained - Ethlabs: The New Lab Built to Rival the EF
Five former Ethereum Foundation researchers just launched Ethlabs to push the changes they fear the EF will leave undone. 🏛️
@adietrichs lays out the mandate, the funding, and the ETH value problem nobody has solved.
unchainedcrypto.com/podcast/…
FULL ANALYSIS: Covers the fee policy gap, ETH interop failure, and funder capture risk in detail 👉 vailreport.substack.com/p/un…
Nas Daily ran 100 days of fully AI-generated videos using his voice. They outperformed his human content — 500M views. His take: people don't want authenticity, they want good stories. The creator economy's moat assumption is wrong. Full note in first reply.
ALT Trailblazers - Nas Daily: The Internet Tried To Cancel Me l Trailblazers Episode 39
My conversation with Nas Daily (@nasdaily).
Nas built one of the largest educational media brands in the world, reaching more than 70 million people across social media before risking everything by pivoting his content to AI.
Today, he runs a global media company with more than 100 employees while continuing to experiment with how technology is reshaping storytelling.
In this episode we discuss:
- Why Nas risked everything to go all-in on AI
- How AI content outperformed his real videos
- How he built and manages a team of 100+ employees
- The mission behind Nas Daily
- The gamble that got him into Harvard
- His perspective on the Israel-Palestine conflict
Enjoy!
Timestamps:
0:00 Intro
1:45 Nas Is Very Opinionated
4:40 How To Actually Create Company Culture
5:56 Nas Hasn’t Changed His T-Shirt In 9 Years
8:40 Asking People Their Net Worth Should Be Normal
9:21 How Nas Chooses What Products To Build
13:52 Why Justin Bieber’s Business Failed
16:09 Predicting What Type Of Founders Will Be Successful
17:13 How Nas Daily Hires Employees
18:05 Why AI Agencies Suck
21:16 The Biggest Risk Nas Daily Ever Took
24:10 How Nas Daily Closed Series A Investment
29:31 The Passing Of Zaki Djemal
32:40 The Importance Of Believing In Yourself
36:20 Why Nas Boycott YouTube For 2 Years
38:37 Discussing The Israel-Palestine Conflict
49:04 Growing Up In Israel
51:08 How Nas Ended Up Going To Harvard
52:43 North Korea Vs Israel
54:47 Rapid Fire Questions
TRAILBLAZERS EP 39:
The full breakdown of Nas Daily's pivot from media to AI commerce tooling, the creator-to-founder penalty, and why B2C AI is underhyped.
vailreport.substack.com/p/tr…
Nas Daily @nasdaily built 70M followers then ran a 100-day experiment replacing himself with AI video. It got 500M views and outperformed his human content. His takeaway: people don't want authenticity, they want good stories.
- Trailblazers w/@Erica_Wenger
ALT Trailblazers - Nas Daily: The Internet Tried To Cancel Me l Trailblazers Episode 39