Mikhail (adhd + shenzhen arc)

LLMs began with a data warehouse humanity had already spent centuries producing - the internet. But robotics had almost 0 data. For a robot to learn, somebody has to create the action, instrument the body, record the environment, and label what happened

If you're chinamaxxing and coming to Shenzhen (like I am), here are my top 5 areas to stay: 1. Futian - a ton of hardware builder hubs there, it's basically the center of the city - so you can get any part you want in <24hours. The downside is that it's extremely busy with a ton of motorcycles. (Also close to the center of nightlife) 2. Qianhai - probably an underrated gem. It's a financial area and slightly fancier than Futian so a lot of parks, greenery and almost no motorcycles! Also great food and coworking places. Qianhai Park is great for coffee chats. However it takes around 40mins by car to Futian. 3. Shekou - expat area and the center of nightlife. Closer to Futian than Qianhai but still very green, quiet and upscale. A ton of really fancy restaraunts. 4. Bao'an - near the airport and very cheap! You can get a great hotel there for 50$ a night and there's a nice poker bar in the area (niche baller knowledge). Roughly the same distance from Futian as Qianhai.

My idea for a generational trade Long META Long ONLYFANS Long HIMS & HERS Short NETFLIX Headwinds: 1. The more ppl scroll reels on IG (where 90% is just soft-porn) the less they view Netflix and read books (short bookstore or whatever as well). Also the less men will be able to get hard in front of an actual woman. Hims will be their only savior 2. Already a ton of people in subways in the east are glued to their phones with some softcore hentai games. This trend will only increase 3. As seen by Jensen - a lot of men in their 60s still want to smash. No way they can still get a boner. Hims fixes that. @hencemarkets pls employ me as head of growth cuz i clearly have genius ideas

Some thoughts on US & China Physical AI 1. There's are some folks from the US who are coming to China to learn hardware and manufacture their product. Yes, there is a certain push for US startups to do more things onshore but you also have to understand that what VCs want first and foremost is return on capital, which is obv correlated with healthier margins, so if manufacturing stuff in China costs 2x less than in the US - no one will be against it. 2. Still, no one is even considering raising from within China. This deserves a much longer piece but basically Chinese financial markets are less sophisticated and less "private" than US (there's hardly a concept of VC in China, a lot more PE companies), which does put a certain bar on founders that can't get to the US. 3. The quote-enquote inefficient shape of non-US capital markets is probably the bull case for crypto in the long run. Permissonless capital formation sounds very necessary for a lot of founders to be able to get funding. All this is based on anecdotal evidence so I'm more than happy to be proven wrong in the comments!

This is why we can't have nice things in crypto

.@josephdelong left a CTO role at @SushiSwap to build his own visa because every existing crypto card is just visa card with a logo on it. @colossuspay is a 3-person team that's making an issuer, a credit card network and a processor from scratch. And also one of the few crypto startups backed by @fdotinc Podcast coming soon

I don’t care if data centers are making glaciers disappear as long as we have this content

You can buy an LSE email on taobao New era of larp incoming

As a man in your 20s you need to max out your personal brand literally the only valuable thing in the age of AI start posting there ASAP: TikTok IG Reels YT Shorts Douyin Rednote X Substack Billiebillie Youtube and then you might escape permanent underclass

Shenzhen was absolutely packed with events last weekend: muShenzhen friends meetup on Friday ai founders night by @0xshawnpang first design buddies meetup in China by @gracepace_ makers night by @sztechsafari ai x marketing meetup

YC back in the day: backing actually contrarian companies impressive list of decacorns small batches YC now: backed AI porn for women (not gonna tag you can literally look it up) slop in RFS ai for City hall government benefits 40 vertical AI SaaS companies in a batch

Proud to announce Fund I of Immoral VC. We raised 6.9M$ to back extraordinary builders in the porn, gambling & drugs industries. Stoked to be backed by some of the biggest extractors in the space: @kimchi1x @villainmonkey @blknoiz06 @anglio @Cupseyy @jackduval @0xEthan

We have more ppl building launchpads and terminals than ppl launching coins/products retail would actually want to trade state of crypto 2026 colorized:

How do I short solana:Bv1a7cEj5aRnJQhMw4kRQqAFesMSd5LwcDnUzq52BMmr Copy paste of Long on Solana

solana:METAwkXcqyXKy1AtsSgJ8JiUHwGCafnZL38n3vYmeta (MetaDao) long looking good here With so much memecoin hate on the timeline

Met Chinese Clavicular today > Bro is like 5 feet (not kidding) > posts videos of him rizzing up foreign baddies > came with a cute girl today as well > has 800k followers and a vid with a new girl every week > blackpillers in disbelief rly got me thinking if there’s anything that having a good personal brand can’t get u

Was a good dinner!

Shenzhenmaxxing at the mu event!

Visited Troublemaker in Shenzhen today!

The only way for small cap trading to survive in the sea of proxima bundlers is to become social both fomo and pf are seeing is and pushing heavily on KOL callouts. Yeah, some of those don't do too well but it's still better to let a newcomer listed to a KOL call than buy a 4k$ shitter and get drilled in 4 seconds This also makes ppl spend more effort & money on coins because launching and hoping organic vol. picks up just doesn't work anymore And since KOLs are becoming more wary of spending their social capital calling rugs, you might actually have to build a decent project before getting KOLs onboard (even with money)

I have to return some video tapes