My quick take, not that anyone asked

I think there is merit in what shaw tweeted, people have been hating on Shaw since the start, especially during the eliza vs eliza debate, people do not care about the tech, do not engage with it, have not build an eliza agent. They simply want to see peaceful numba go up.

For some odd reason, I believe Shaw doesn't care about making the most money humanly possible. I think he just does what he wants to do in the moment, and just keeps building, rectifying any mistakes that come.

I think his idea of open partnerships with everyone good is a double edged sword, you make HEAVY mistakes but you gobble up a majority of the marketshare since everyone comes under your umbrella

Ai16z will continue to be some of the best tech as long as there are developers open to partnering. They are building something bigger than crypto, actually bleeding into the AI industry as a whole.

I think we will see dips because of how Shaw handles things, but numbers should continue to go up as long as the tech stack keeps expanding.

The ai16z trade is no longer as simple as buy the dip, but actually figure out what is being built over the 6 month time frame.

Feels like the next week will be to research and deploy your funds into crypto AI projects that could be successful in their own rights as an AI only project.

I am most likely wrong and being naive, but everyone in GCs was calling me naive during the eliza vs eliza debate at 200m mcap.

I also have thoughts on AICC and how 90% of twitter is angry for 0 reason, just cause your favorite new 1 month old KOLs are angry.