kinetic (@kineticorbit) header
kinetic (@kineticorbit) profile picture

capital allocator @/redacted | prev. engineering @Consensys

Joined December 2018
Bonadocs is now a complete toolkit for onchain application development and collaboration.
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welcome to crypto, stanley druckenmiller
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Klump - The End Of The Road. Thank You - cyberomin.github.io/startups…
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fun fact, we priced wedgies on a VRGDA my son and i can only put them together so fast so the price goes up as we have to build more and goes back down over 24 hours let us build yours today at wedgie.dev
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Translation: Market conditions are not great right now, so let's delay our IPO to extract as much out of retail as possible later on. But let's blame it on safety concerns.
ANTHROPIC FACES CALL TO DELAY MASSIVE IPO OVER AI SAFETY CONCERNS Anthropic has opened discussions with NYC Comptroller Mark Levine after he urged the company to postpone its planned IPO until it addresses AI safety and governance risks. Levine oversees public pension funds holding more than $325 billion in assets and warned that a major AI safety incident after listing could severely damage investors. Anthropic is reportedly targeting an IPO as early as November, following quarterly revenue of $16.8 billion. The key takeaway: AI safety concerns are emerging as a potential obstacle to one of the largest IPOs in history.
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With an ability to solve any maths, physics, software at will; the last advantage of people is identifying problems that we really need solutions for. We used to spend so much time solving non-existent problems... And you should dream as big as possible - address hunger, poverty, illness, curiosity and then comfort and entertainment until every human can become omnipotent in their own world.
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kinetic retweeted
Increasingly becoming convinced the only value left will be in the 5% ai can’t do for a few decades well (at least). 1. Physical. 2. Strategy and very novel ideas. 3. Complex compliance moats. 4. Brands. 5. Community. 6. Authority and trust. 7. Community and events. Dollars will shift around accordingly.
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Conclusions of Token2049: - filled with bankers and memecoin scammers - Only topic this week was Tokenization. Heard the same discussion 359 times - Very low quality people overall - Barely any builders, techies, OGs - $1000 a night hotels because of F1 weekend nearly nobody cares about - Record high air pollution because of fires in Sumatra Yeah this was very likely the very last time I went to Token2049.
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think less
most of you guys i have met need to believe in yourselves a lot more i meet countless idiots who have raised, extracted and built everything on pure smoke and mirrors ironically the most self-aware and smart dudes i have met struggle to get out of their own way and think less
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What Tobi is about to do today is one of the most insane things I’ve seen in athletic performance. He will be racing for 2.5 hours straight. Before immersing myself in this sport for the past few days, I would have thought “oh that’s cool, he’ll be driving a fast car around a track.” That is not what this is. And why I have so much respect for him. Tobi will be driving a car over 180 mph, experiencing up to 4.2 g of force. That will throw his body forward with 715 lbs of force and his head by 67 lbs. Braking action requires up to 200 lbs of leg force. The cockpit will average 104-122°F (40 to 50°C). His multi-layer suit barely allows for evaporation. This will cause his core body temperature to reach 102°F. I achieved this same body temp after 200°F of dry sauna for 34 min. It’s overwhelming. His heart rate will beat between 140-170 bpm. He will sweat up to 170 fl oz (5 kg), losing 11 lbs of body weight. Some classes run driver cooling systems. His LMP2 doesn't. Under these conditions, he will need to maintain perfect concentration for the entire 2.5 hours. He’s fighting for tenths of a second on every turn and every stretch. One small slip up and trouble awaits. Today it’s even more intense… it’s raining. The track is wet, scrambling everything. He has to maintain spatial memory of every other car on the track, the complicated rules to avoid penalty, and constantly strategize overtaking other drivers, communicate with his team on the radio, watch for debris, be aware of slightest nuances of his car, and anticipate other drivers. He did a practice run on Thursday and then a qualifying race yesterday, when he emerged from the car, he was a different human. Unrecognizable from the person who entered the car. Beaming with something like an omnipresence of reality. We celebrate those who are especially good at kicking balls, shooting balls into baskets, and running with balls. What Tobi will do today is alien to those. I struggle to think of a sport equally as demanding. Tobi and I have a lot in common. We’ve both built companies. We both spend a lot of time at the keyboard trying to organize the world in ways that we find beautiful. We both love data, method, and analysis. We both have a love for continuous improvement and will endure any pain required to achieve that next goal. What I’ve not experienced is the unmatched flow state Tobi tells me he drops into when under these racing conditions. I deeply understand what it means to achieve a 102°F core body temperature after 34 min in a 200°F dry sauna. I also know what 3 g’s feels like from being a pilot. These are extremely intense psychological states. I know what it means to apply 200 lbs of pressure with my legs. What I’ve never experienced is all these things, at the same time, for 2.5 hours straight, while maintaining perfect focus. He is new to car racing. Late by racing standards. DHH got him into it a few years ago. During this first year of racing, he endured to overcome the extreme motion sickness that accompanies the physical and mental violence of the sport. The race starts at noon eastern. Tobi will be driving for the first 2.5 hours and then @dhh will drop in, followed by Mathias Beche. The race will conclude at 10 pm. I’ll be in the pit watching as all the data streams in from his car and body and imagining what it’s like to be in that car.
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kinetic retweeted
My god this is such a good speech that every SWE needs to hear. You know what? Every person should hear it Keep the happy memories, eyes on the reality, be excited about the future. That’s the best that anyone can do
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kinetic retweeted
get into debt if you must, but build a hardware homelab
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Yup, I’m buying but icl it might just be part of a bigger recession trap.
Hot take: Ben Cowen is currently capitulating to peer pressure but will be proven right in Q4 2026 and/or Q1 2027
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intelligence is now for sale. application and distribution of it in the real world is the way to go.
Mathematician Terence Tao: "we have to slow down AI. the pace is insane, and there's no reason to be this fast — no reason at all" It's amazing how willing we are to change everything without any idea what happens afterward These are extremely nonlinear dynamics
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FOMC RAISES RATES 25 BPS TO 3.75%-4%; VOTE 12-0 12 FOMC MEMBERS SEE RATES AT 4.1% BY END-2026 FED: HIKE WILL SUPPORT TIMELIER RETURN TO 2% INFLATION 4 MEMBERS SEE RATES AT 4.4% BY DEC, 2 SEE RATES AT 3.9% MEDIAN FED FUNDS RATE PROJECTION 4.1% AT END-2027 MEDIAN FED FUNDS RATE PROJECTION 3.9% AT END-2028 MEDIAN LONGER RUN FF RATE REVISED UP TO 3.2% FROM 3.1% HEADLINE PCE INFLATION REV UP A TENTH TO 3.7% FOR 2026 CORE PCE INFLATION REV UP A TENTH TO 3.4% FOR 2026 FED: GROWTH SOLID, INFLATION REMAINS ELEVATED
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The market corrects all.
I like how Bessent dared people to bet against him and then everyone was like “ok”
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There will be a company called Bending Spoons, and it will buy all the high-flying unicorns from 2021 for 2.5x revenue.
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kinetic retweeted
Big one today — Tailwind is joining Shopify 🛍️
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I’m calling the top of the rally
LATEST: ⚡️ Hunter Biden plans to launch a memecoin called LAPTOP on Base on Sept. 9.
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If you’re using AI to write emails, code, docs, etc, respect your readers enough to customize it to the point that it’s undetectable. Stop dumping default AI response (read slop) on people.
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For a lot of your life $1k is a big, important amount of money and then eventually it is essentially meaningless, barely a speed bump, and you never even notice the switch
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