U.S. crypto deal-making in 2025 has already tripled all of 2024, language model providers are diverging in features and ecosystems, and 28% of renewable energy projects have been delayed or cancelled
I think the Venturebeat article is very useful, most likely not for the vast majority of the people who read this weekly but for the vast majority of people using AI model providers. They typically don’t think about which provider solves their challenge. They rather are using a provider that is marketed best to them. It’s very interesting to think about how the industry is evolving to the consumer.
@chamath re the crypto article, what are your, or do you even have, thoughts on Chainlink and their work as an oracle that “links” real world assets with on-chain smart contracts. It’s seems their model is extremely robust considering all the partners they have lined up including SWIFT, UBS, etc.
I think you’re dead on that tariffs won't doom the U.S. economy the way mainstream narratives predict. Short-term pain is real, but the longer-term setup — with reshoring, onshoring, and regionalization of supply chains — could actually revive U.S. industrial sectors that have been hollowed out for decades. This trade shock might just be the beginning of a major manufacturing renaissance, even if it doesn’t feel like it yet.
The key point is BILLS in the title, Buffett owns 5% [] Treasury bills. Short term maturities, 4-52 weeks, they have no coupon but sell at a discount.
His holdings of $300B in US Treasuries is monumental for a equity fund, but out of the entire $29T Treasuries held by private parties, that's more like 1%.
I think the Venturebeat article is very useful, most likely not for the vast majority of the people who read this weekly but for the vast majority of people using AI model providers. They typically don’t think about which provider solves their challenge. They rather are using a provider that is marketed best to them. It’s very interesting to think about how the industry is evolving to the consumer.
@chamath re the crypto article, what are your, or do you even have, thoughts on Chainlink and their work as an oracle that “links” real world assets with on-chain smart contracts. It’s seems their model is extremely robust considering all the partners they have lined up including SWIFT, UBS, etc.
An overlooked opportunity in crypto: the universal API layer.
A permissionless registry of APIs that can be use by devs or agents.
The UPS is our verifiable API rate limiter.
The moat is our quality-of-service approach to permissionless operators.
@chamath - as a long-time fan, would appreciate the opportunity to tell you more.
I think you’re dead on that tariffs won't doom the U.S. economy the way mainstream narratives predict. Short-term pain is real, but the longer-term setup — with reshoring, onshoring, and regionalization of supply chains — could actually revive U.S. industrial sectors that have been hollowed out for decades. This trade shock might just be the beginning of a major manufacturing renaissance, even if it doesn’t feel like it yet.
The key point is BILLS in the title, Buffett owns 5% [] Treasury bills. Short term maturities, 4-52 weeks, they have no coupon but sell at a discount.
His holdings of $300B in US Treasuries is monumental for a equity fund, but out of the entire $29T Treasuries held by private parties, that's more like 1%.