‘The Dor Brothers’ released this 3-minute "$200,000,000 AI movie" which half the internet can’t distinguish from a real Hollywood trailer. The comments below the ‘movie’ on X are divided: some declare Hollywood dead, others insist craft can’t be automated. What if both are wrong? I think the debate is a distraction. AI video generation is not threatening Hollywood studios, it is threatening Hollywood’s workforce. Why? Follow the money. I did a quick search. VFX (visual effects) consume 20-25% of a blockbuster budget. If we talk about a $200mn film, that’s $40 to 50mn flowing to ±2mn VFX professionals globally in the market (worth $5-14bn depending on which estimate you trust) AI video generation is compressing this cost structure by perhaps 90% over the next 3 to 5 years. Do you think Hollywood studios will resist that? I don’t think so. They will embrace it, which will disrupt the production middle class: VFX houses, mid-tier production companies, and set builders. The infrastructure between “idea” and “screen” is impacted. What is left? When AI reduces production costs to ‘zero’ then the remaining MOATs are intellectual property, distribution, and the skill to make 100 million people watch the same movie at the same time. Yonatan Dor (Founder of The Dor Brothers) already said Hollywood called him, not to compete but to hire him. Overall, my thesis repeats itself. The remaining value migrates to what is uniquely human: sensing what to produce which comes from human vision, human creativity, human intuition. While Hollywood and Netflix have some of the most creative creators under contract – there is an opportunity for unknown nobodies to compete – IF they have a better idea AND and use social platforms to hack attention and distribution. Source and links in the comments.

Compared to other social platforms, how active are you on Nostr?

AGI arrives in 36 months. The AI labs building it will still face bankruptcy? This is basically what Anthropic's CEO says. With the current approach, he predicts AGI (artificial general intelligence) in 1-3 years. Yet, he also says that he does not want to purchase the $1 Trillion in compute required to do exactly that. In other words: Today, the technical scaling of AI is outpacing economic diffusion. Which is of course a massive structural risk. The AI models are improving EXPONENTIALLY while encountering enterprise procurement cycles LINEARLY. This creates a temporal cash-flow trap. If a frontier lab overestimates corporate adoption velocity by 12 months, they have $100bn in CapEx that will force them immediately into insolvency. Which means AI labs currently (must or should) under-procure compute relative to technological progress. Which creates an artificial constraint on how fast AI could actually progress. The first question now is: If a handful of companies are making trillion-dollar bets on a technology that could reshape civilization, but their survival hinges on perfectly timing sluggish enterprise adoption in an unpredictable macro environment, who actually bears the cost if their forecasts are wrong? The executives and investors who placed the bets, or taxpayers who will be told it's too dangerous to let them collapse? And from a different perspective: Should the AI companies who are building the most consequential technology in human history be able to go bankrupt? Or does that risk force us to accept a new and different arrangement?

AI cannot make novel discoveries. But AI can connect dots across knowledge humans are incapable of seeing and this is sufficient for a lot of progress.

There comes the weekend, you have all kinds of plans, then your son gets fever. All priorities shift, all you want is him to be healthy. Cooked a great chicken soup. Happy that he ate some spoons. Everyone, have a nice weekend, healthy children, and a happy life full of love.

Prove me wrong but it is a disgrace Polymarket is offering such markets. Betting on whether BTC is UP or DOWN within minutes. Nobody can predict this. It feels illegal to even offer this. Zero shame. Zero conscience.

Never before in our history have we humans possessed such an abundance of knowledge, skills, and means to shape a better world. Yet, instead of looking toward the future with hope, a great sense of fear is spreading among many.

Google Gemini 3 Deep Think shows that intuition is the only differentiator left.

If you buy a watch for accuracy, you buy a $20 Casio. If you buy a watch for status, you buy a $20,000 Patek Philippe that is objectively less accurate. We are about to see this exact bifurcation hit the entire knowledge economy. Long term, humans cannot compete with AI on logic. This is a losing bet. AI will eventually (or arguably is already) write better, code faster, diagnose more accurately. Does this mean the market for "human" will disappear? I don't think so. It will invert. When "perfect" becomes cheap (AI), "flawed" becomes premium. For example, with infinite synthetic content (AI), provenance (authentically human) becomes the value driver. We pay a premium for organic vegetables, handcrafted leather, exclusive holidays, first class flights etc I believe there will be a market premium for human work over AI work.

France, Spain, Portugal censoring social media and the web. Who is next?

Roger Ver was right. Blockstream hijacked Bitcoin. Scaling got sabotaged. Epsteins friends turned it into Wall Street’s digital gold. He called it out first and loudest. They smeared him, prosecuted him, stole his money, shut him up. Congratulations. Buy BCH. Long BCH.

On-chain BTC transactions are so cheap and fast right now, it should worry everyone holding BTC. If there are no transactions with BTC – in other words if it is not being used for daily payments – then WHO is going to pay miners 10yrs, 20yrs from today? This is the elephant in the room.

@Lyn Alden don't do it.

Complex adaptive systems (finance, economies, ecosystems) are inherently ungovernable by design. The "crisis managers" have no clue what they are mathematically/logically doing either; what they're doing is much more the performance of shamanic rituals (pumping liquidity, making bold confidence-building statements while hoping the patient doesn't die before morning). In the end rationality is a big illusion. Systems are driven by human psychology / irrationality (expectations, feelings) and thus manipulating psychology is the most direct lever available.

Now we know quite certainly that the world is run by satanic pedophiles. What changes?

"So let me get this straight… Jeffrey Epstein admits he spoke with Satoshi, paid the salaries of roughly 60% of Bitcoin’s core developers, was a lead investor in Blockstream (responsible for the majority of major protocol changes, the centralized Lightning Network, and significant network influence), and was the #1 largest single investor in Coinbase. Epstein was also close friends with Brock Pierce, founder of Tether, the largest fraud in the world, and key player in manipulating price of Bitcoin. Pierce was also "coincidentally" accused of sexual abuse in 2000 and then arrested in Spain in 2002 for child sexual abuse. The emails reveal they had long discussions (& presumably other stuff) at Epstein’s Manhattan townhouse, where Pierce urged Epstein to fund Tether and they even discussed the buyout of Mt. Gox, which later spectacularly rug-pulled and collapsed. Epstein also had talks with Blockstream executives, where they described Ripple and Stellar as “bad for the ecosystem we are building,” effectively working to freeze them out of shared funding circles. This coincides with the timing of the beginning of the Bitcoin maximalist campaign that spread widespread misinformation about both projects. It was also revealed that Epstein was close friends with Larry Summers (Obama/Clinton ally), who helped create Digital Currency Group (DCG), which owns Foundry USA (#1 largest Bitcoin mining pool in the world), Grayscale/GBTC (one of the largest Bitcoin ETFs), Genesis (which collapsed amid fraud allegations), and CoinDesk (#1 largest Bitcoin media site). Got it…"

X (formerly Twitter)

Jacob King (@JacobKinge) on X

So let me get this straight… Jeffrey Epstein admits he spoke with Satoshi, paid the salaries of roughly 60% of Bitcoin’s core developers, was ...

I assume it should be possible to vibecode a website that is a real blog with blog posts being the fetched articles I published on Nostr, no?

Unpopular opinion on Nostr: Bitcoin is no solution for daily payments, neither is Lightning at scale. And this might ultimately make BTC irrelevant.