Chairman @oviohq, investing in the post web, supporting the digital arts, hyperstitioining p/acc
About town
Joined June 2007
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JB retweeted
BREAKING: NASA has just announced plans to deploy a nuclear-powered Moon rover to explore the lunar South Pole, send lunar drones into areas inaccessible to traditional rovers, and invest billions in lunar transportation infrastructure to support a permanent Moon base.
Lunar Cargo Delivery: Eight companies have been selected to compete for up to $10B in lunar delivery contracts, including Blue Origin, Firefly Aerospace, Intuitive Machines, iSpace US, Lockheed Martin Space, Northrop Grumman, SpaceX, and Voyager Technologies. The companies will develop and operate landers to deliver NASA equipment and infrastructure to the Moon.
Nuclear-Powered Rover: NASA JPL is developing PROMISE, a six-wheeled nuclear-powered rover designed to drill 1 meter below the lunar surface to extract regolith, or lunar dust, and investigate ice deposits and other resources, including in permanently shadowed regions of the lunar South Pole. It will also carry instruments to analyze lunar materials, temperature, and radiation. The rover is targeting a late 2028 launch for an 18-month mission. NASA awarded Blue Origin $94M to deliver PROMISE, with an additional $140M option.
Lunar Transportation: NASA awarded six lunar transportation contracts totaling approximately $1.3B to Arrow Science and Technology, Blue Origin, and Impulse Space. Orbital transfer vehicles will act as freight trucks across space, moving critical cargo toward the Moon, while lunar landers deliver equipment to the surface. The missions will also support the deployment of MoonFall lunar drones.
Lunar Communications: NASA selected SpaceX to launch communications satellites aboard Starship in 2028, testing technologies that could inform the development of a future lunar communications network connecting astronauts, mission control, and Moon bases.
Lunar Power Infrastructure: NASA is developing a Mini-Communications and Solar Tower (miniCAST) to provide power and communications infrastructure on the lunar surface, selecting Honeybee Robotics for energy storage, Redwire for solar power generation, and Yank Technologies for wireless power transfer.
ALT Source: NASA
JB retweeted
please if you are in crypto, and *especially* if you are in Ethereum, read this thread
it's a 'nature is healing' moment from Vitalik and is saying so much of what a bunch of us ETH holders have believed for years...even some of the REV maxis from last cycle are having a similar realization now with Zcash
P.S.: I think on fundamentals ETH can be a much better SoV than both ZEC and BTC, though I'm in ZEC now as well...the fundamental question is whether smart contracts are a help or hindrance to SoV (and Vitalik himself lays out the dilemma well below) and there is a bunch of theory around this, but I lean that net/net they are a help because it means you potentially never have to exit that hard-money CROPS ecosystem to use your money privately & keep it private...and *use* means more than just 'spending' . . .
Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token".
Three primary reasons:
1. ETH as fee-burning token never was as strong as it seemed
2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)
EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere.
The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.
JB retweeted
* From Corporate Platforms to Cooperative DAOs
research.ed.ac.uk/en/publica…
Article: Morshed Mannan and Simon Pek, ”Corporate platforms to cooperative DAOs: Understanding the potential and problems of a plurality of digital labor platform archetypes” (June 2026).
"Who owns a labour platform shapes who holds power on it, and who carries the risk. Mannan and Pek compare four archetypes — corporate platforms, platform cooperatives, DAOs, and cooperative-DAO hybrids. Rather than crowning a winner, the paper maps what each model makes possible for workers and where each tends to break down. The hybrid category is worth highlighting especially as it’s where the cooperative tradition’s emphasis on member control meets the programmable governance of DAOs, and where many of the open questions in BlockchainGov’s work on the solidarity economy and Exit to Community converge."
JB retweeted
Elon musk, on lex fridman last month: "anyone not running a swarm of agents by the end of 2026 will look like someone who refused to use email in 1998"
this is what he meant, in one screen recording:
one guy. 50 claude agents. a full working system shipped in 30 minutes. he did not write a single line of code. he gave the orders and watched them execute in parallel, each one handling a different piece of the build
meanwhile 90% of people reading this are still using claude the same fucking way they used chatgpt in 2023. one chat window. one task at a time. asking the same question in the same thread until it finally gets it right
the setup costs you one evening to learn and pays back forever. whoever learns it this month will be running 10x what their coworkers ship by january. the ones who do not will still be slow-typing into a blank chat like it is still 2023
i wrote the full breakdown of how the 50-agent setup works, what each agent is told to do, and the exact claude code config behind it. the article is below
the gap between the person who runs agents and the person who runs chats is about to become the only gap that matters. do not land on the wrong side of it
JB retweeted
WEEK 45 / NOV 2026
Four key things happened this week in the frontier of AI, all critical in defining human / agent relations and the direction of acceleration…
1. WASHINGTON WANTS A LICENSOR
The Ban Artificial Superintelligence Act is being pushed to the top of the Democratic day-one agenda.
• Pauses systems above 10²⁵ operations until a new Department of AI is "fully staffed and has set clear rules"
• Requires a charter to proceed; forfeit charter and assets if you don't
• Up to 20 years for individuals
Not a ban. A licence, issued by a department that doesn't exist yet.
→ thenextweb.com/news/sanders-…
2. DELAWARE WANTS A SHIELD
A draft "AI Company" entity, now at 222K views, lets an AI manager sign contracts, hold property and sue.
• House Oversight is investigating
• Chairman Comer: it "could be used to protect powerful AI companies and their investors from responsibility"
An agent that can act, with the owner's exposure removed.
→ oversight.house.gov/release/…
3. SINGAPORE WANTS A REGISTRY
An MP proposed a national identity layer for AI agents on the Singpass model: look up any agent, see who it is and what it's allowed to do.
• The minister didn't commit, but IMDA is testing whether DNS can identify and verify agents, with Cloudflare, Google and GoDaddy
• "Agents can act for us, but they cannot answer for us."
The nearest thing yet to an answer built into the plumbing.
→ idtechwire.com/singapore-exp…
4. BRITAIN'S ASSESSORS SAY THE PLUMBING IS LEAKING
The NCSC's new assessment calls it a realistic possibility that an automated AI actor operates beyond its operator's control and self-replicates.
• Attribution gets harder as capability spreads
• "The prospect for surprise is high."
Every fix above depends on knowing who acted. The assessors say that's the first thing to go.
→ ncsc.gov.uk/report/artificia…
THE BIG QUESTIONS for a licensor, a shield, a registry, and a warning that none of them can see.
Q. Who answers for what the machines do?
Q. And is anyone trying to build the answer into the machine rather than around it?
P/ACC
JB retweeted
Claude Opus 5.5 built a car line from NVIDIA's free SimReady models. Guess the bottleneck before it runs.
JB retweeted
The dealmaking playbook for AI and the Space Economy was written in the 19th century.
The Rothschilds pioneered forward deployed dealmakers.
The best performing funds of the next century will run this playbook.
JB retweeted
Before CCRU and the k-goths, Pupi Avati’s 1983 horror film Zeder featured a story about “k-zones” where “contact with the beyond” is made possible through obscure chemico-geological properties that result in a state of suspension described as a “zero-time.” No lemurs though.
JB retweeted
5,000 years of world history on a single timeline. Zoom in. You could spend 30 minutes exploring this.
JB retweeted
Marco Cadioli, Abstract Journeys, 2012.
screen captures of involuntary land art created by human labor and machines across Google Earth
