gb300 demand is no joke.

i shared a 1,008-GPU offer with three potential customers. two days later, the allocation was gone.

I talked with two people working in ai infra. same premise but different approaches.

Both agree on the one premise: the inference engine will be commoditized. Every kernel trick, scheduling algorithm, speculative decoding variant becomes public knowledge within months. Neither of them is betting on the engine.

But they are betting on opposite directions.

The first is going below the engine. He believes there will never be one inference engine that fits for everything. Interactive, long horizon and other workloads each want something customized. So he is redesigning the hypervisor itself, the layer that enables us to run many engines on elastic, variable-sized GPU VMs. As he has a superpower rebuilding this, he could build his own moat at this layer and afford to tell customers rip us out any time.

Another is going above the engine. He did not set out to build an inference company. Instead he built general execution infrastructure, queues, scheduling, autoscaling, and inference simply became one workload on top. Then sandboxes. Then agents. His moat is not only technology but also gravity; workflow relies on the platform, tooling depends on it, developers stick with this. If a customer switches providers every month, they will keep switching forever. He builds the thing they do not want to leave.

I think both are right. If you own something few people on earth can rebuild, the tech is the moat. If what you own can be commoditized, you had better build the platform and the relationships above it.

We have seen this movie before. VMware created the hypervisor, and for years it was a wonderful business. Then KVM and Xen commoditized it, and the durable value migrated up, to vCenter, to enterprise contracts. gVisor and Firecracker were open sourced by the very companies that built them. The one pure-technology moat that held was AWS Nitro, and only because it is welded to custom silicon that no startup can copy.

Now the same cycle is beginning again, this time for agents. Nobody owns the VMware position of the agent era yet. And the workloads are diversifying fast. Until now most agent workloads were coding agents.

Going forward there will be even more coding agents, plus training workloads like RL rollouts and evals, plus non-coding agents for support and research, plus orchestrators managing other agents. Each wants a different shape of infrastructure. What happened to inference engines is now happening one layer below. The winning abstractions will be different, and they have not been built yet.

That is what makes this moment so interesting. We are early. The stack is still up for grabs.

BaseVol🧢 is "100x in seconds."

Help choose our slogan (or show us your idea)

100 USDC to vote or idea that hits 🎯

𝗪𝗲 𝗮𝗿𝗲 𝗷𝗼𝗶𝗻𝗶𝗻𝗴 𝘁𝗵𝗲 𝗕𝗮𝘀𝗲 𝗜𝗻𝗰𝘂𝗯𝗮𝘁𝗶𝗼𝗻.

And for us, this feels like coming home.

We first launched on Base as stVol, then evolved into @SuperVol_io with strong early traction (32K+ TG-linked wallets from 150+ countries) and support from friends like we are OP Grantee 😉)

Now we’re back — sharper, stronger, and fully focused on building the 𝗼𝗻-𝗰𝗵𝗮𝗶𝗻 𝗼𝗽𝘁𝗶𝗼𝗻𝘀 𝗹𝗮𝘆𝗲𝗿 for the next generation of trading experience for everyone.

🎮 Gamified UX
📈 Super short-dated options (0DTE)
🏛️ Vault infra to bridge retail <> institutional flows
🧠 Robinhood vibes with a Citadel ambition; all on-chain

Huge thanks to @davidandpassion at Base - our key counterpart who gave us the conviction and strong support to make this expansion happen.

Time to build now @base, already in shipping mode.

More exciting updates to come in the next hours👇

We’re excited to announce that we raised a pre-seed round of $7M, led by Hongshan (formerly Sequoia CN), BITKRAFT, and HackVC, with participation from top ecosystem angels.

Meet Donut, the world's first Agentic Crypto Browser on @solana.

Read more in the thread🍩🧵👇
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네, Xin이라는 이름의 발음은 Shin과 같아요. 제 한국 친구들 중에도 Shin이라는 성을 가진 친구들이 많아요!😇

Yap early, yap only, yap often.

@KaitoAI is connecting AI, attention and capital with Yaps.

Just claimed my social card and I'm accumulating Yap points in real-time.

Claim yours 👉 yaps.kaito.ai/referral/17380…

go sign go!!
@realyanxin @Potterlee222

The best crypto goods I've ever taken

@keplrwallet @dogemos

I have been told that I need to "do less philosophizing and do more ethereum bullposting". Hence, here is an ethereum bullpost, courtesy of stable diffusion 3 inpainting + gimp.

Avail DA Mainnet & the AVAIL token are now live!

Today marks the launch of Avail DA, the first modular data availability layer using validity proofs + data availability sampling. Now, build blockchains that truly scale with demand.

The AVAIL token powers the network—pay fees, stakThe Unification Layer for Web3 starts with Avail DA. Massive thanks to our community for helping us kickoff a unified web3 saga. 🌐

Blog → blog.availproject.org/avail-da-mainn…

🧵 ↓

anyone who want to get smart contract audit? friends of mine, who are in top tier audit company, are want to get interesting audit request!!

Avail is building a foundational Data Availability (DA) layer to solve blockchain scalability and fragmentation issues, creating an efficient environment for rollups.

Anurag and his team have proven their leadership by forming partnerships with leading L2 infrastructure providers, including Polygon, Arbitrum, Optimism, Starkware, and zkSync, as well as other notable players in the web3 space.

Their impressive testnet performance, processing 118 million transactions, and strong strategic partnerships position Avail for significant growth and leadership in blockchain infrastructure.

youtube.com/watch?v=HEiiTi…

#aespa's #supernova, what a scientific song!
The lyric has a truth about the origin of life coming from a supernova explosion.