iiinova — where your digital self keeps evolving

Jake @ngmi.co · 17/07/2026

“an opportunity for banks to retain and develop their customer relations” ECB admitting that without mandating the digital euro, people will go elsewhere and the banks will become irrelevant. They’re trying to avoid becoming blackberry in an iPhone era.

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Jake @ngmi.co · 16/07/2026

I don’t think bonk and dog $ get enough credit. They’ve done more for getting regular ppl using pki than pgp, rsa, and the infosec industry in all of its existence. It’s a reason state growth problems had to be tamed with exhaustive engineering. Now we have fast magic beans youtu.be/AqKFBEvwqqg

youtu.be

Diamond Sponsor Talk (Solana) - Alessandro Decina: "Blazing-Fast Magic Beans" | RustConf 2025

YouTube video by Rust Foundation

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Jake @ngmi.co · 12/07/2026

Apparently the robot’s designer gave WIRED the exclusive on this launch, who then betrayed him by publishing this. The commentary of the situation resonates with me. When I was in high school / college I found these publications to be not just a view of the tech landscape, but even inspirational.

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Jake @ngmi.co · 10/07/2026

The list of institutions embracing crypto has increased a lot in a year joinopenstandard.com/blog/introdu...

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Jake @ngmi.co · 09/07/2026

Bearish Australia

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Jake @ngmi.co · 14/06/2026

In a way, this is true. The world spent roughly $1.5 trillion to launch all non-SpaceX satellites. SpaceX did the same amount for $50b. Had policy built cheap launch capacity as SpaceX did, the ability to generate $1T in surplus wealth would not exist.

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Jake @ngmi.co · 12/06/2026

Oh no now we have an abundance of spaceflight, satellite, telecommunications, and AI (and the Ontario Teachers Pension is getting massively wealthy from their early SpaceX investment so the teachers benefit as well). This shouldn’t exist.

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Jake @ngmi.co · 12/06/2026

The Ontario Teachers Pension Plan is now set to be $11B richer because of their early SpaceX investment. So the spillover of being able to generate massive wealth in the US is actually making Canadians wealthier as well. We should punish this with more US taxes.

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Jake @ngmi.co · 10/06/2026

As a reminder of what AI enables, someone recently used it to one-shot the mechanical movement of a Swiss watch in JavaScript

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Jake @ngmi.co · 10/06/2026

Bro who faded AI says there’s no measurable outcome as people are literally one-shotting precise mechanical movements of Swiss watches and 747s in JavaScript now

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Jake @ngmi.co · 10/06/2026

Blockchains did this and achieved sub basis point effective spreads

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Jake @ngmi.co · 27/05/2026

50% of companies report costs of US AI models as a challenge to adoption. Several are switching to Chinese models. China semis index is up only. Open question if states would be better off if more compute and energy capacity was here

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Jake @ngmi.co · 27/05/2026

I was at the tile store the other week and a lady was showing the staff her chatgpt designed bathroom I don’t think the tech billionaires forced her to do that lmao

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Jake @ngmi.co · 27/05/2026

To put this in perspective, the water main for a city near me ruptured. It lost ~20 million gallons before drain-off. Unmet demand for water until fixed (6 days) was 55 million gallons. This was back in December and no one talks about it anymore. I think we’d be fine.

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Jake @ngmi.co · 25/05/2026

I hate data centers. It’s absolutely awful I can buy a box with dual 25 gbps NICs, and run it in a temp controlled environment, with redundant fiber loops and enough egress that my home ISP would ban me for life It’s terrible, I can use this box to telecommunicate data globally We must stop this

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Jake @ngmi.co · 24/05/2026

A single one of my shower thoughts is equivalent to a trillion user-years of AI queries in water usage terms

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Jake @ngmi.co · 23/05/2026

Posting this on a social network that runs on data centers goes so hard

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Jake @ngmi.co · 22/05/2026

Naval was right

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Jake @ngmi.co · 20/05/2026

Golf courses aren’t even the largest water consumers

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Reposted by Jake

Jake @ngmi.co · 18/05/2026

Bsky in the 70s would have been like “what we boiling pools of water for? So you can watch TV and cool fucking beer?” time.com/archive/6845...

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Jake @ngmi.co · 19/05/2026

Not sure if there is a nation state that heavily benefits from convincing US constituents that their own bandwidth and compute capacity needs to be limited or dramatically reduced but if that was the case it is certainly working

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Jake @ngmi.co · 17/05/2026

Anyone remember those turtle DSL commercials? I feel like if bsky was around back then they’d be siding with the slowskys. “What do we need a data center for, who needs more bandwidth and lower latency? Who cares about loss of availability?” en.wikipedia.org/wiki/The_Slo...

en.wikipedia.org

The Slowskys - Wikipedia

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Jake @ngmi.co · 17/05/2026

It’s not a rebrand. Machine learning is AI. Always has been.

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Jake @ngmi.co · 17/05/2026

Data center moral panic is the new nuclear energy moral panic

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Jake @ngmi.co · 13/05/2026

Google's Text-to-Speech API cost $0.00003 per request to use. I may be wrong, but, AFAIK, there is no way with regular dollars to make a payment that small. I believe this only works with stablecoins and I'd otherwise have to may some massive markup to payment providers.

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Jake @ngmi.co · 13/05/2026

I see this sentiment of “first generation to grow up outsourcing their thinking” often and man as a dad of a toddler I’m just not seeing it. With neurotic millennial parents and AI my son’s generation seems to be intellectually out accelerating ours and totally gobsmacking the boomers.

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Jake @ngmi.co · 13/05/2026

Modern companies produce so much economic surplus that classical Marxist proletariat are now the bourgeois. We demand from our pocket supercomputers over vast robust telecommunication networks, that those who capture profit change their ops while we lack concern for the surplus we ourselves produce.

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Jake @ngmi.co · 13/05/2026

Humans, however, invented an ever expanding supply of “bananas.” You cannot hoard these in way that makes them inaccessible to others, because the number on a computer keeps going up. Real bananas are actually closer to wealth than capital in that respect.

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Jake @ngmi.co · 13/05/2026

There actually was a company that did come into existence without billionaire funding. Their first office desk was a cheap door from Home Depot. It was called Amazon. So many people willingly paid to use their services so often that the guy who started it became a billionaire.

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Jake @ngmi.co · 12/05/2026

btw the clarity act proposal enables stablecoins to be yield bearing which means banks can't keep profiting off treasury yield while giving you zero or near-zero return for your money banks REALLY hate the clarity act because it allows competition which means they can't gobble up all the excess

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Jake @ngmi.co · 12/05/2026

One weird trick for getting rid of billionaires: Build better products and services than them that get used by more people. Don’t want Elon to be a billionaire? Tank his stock by building better self-driving electric cars. Tim Cook? Build a better iPhone. Sergey Brin? Build a better a search engine

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Jake @ngmi.co · 11/05/2026

Idk how people managed to use interactive brokers before LLMs but unironically the UX of tradfi is so many orders of magnitude worse than DeFi that all my equities holdings are onchain now

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Jake @ngmi.co · 11/05/2026

Oh they scared scared because now there’s a competing RfR yield that will deliver more economic surplus to consumers than the banks do

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Jake @ngmi.co · 10/05/2026

We’re in the lowest period of consumer inequality in history. When you use an MRI machine, or peptides, or chatgpt, or buy an iPhone, it’s all the same versions that Bezos uses. There’s no rich person version of OpenClaw. As # of billionaires in the world has increased, so has standards of living.

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Jake @ngmi.co · 10/05/2026

too many people are starting to become billionaires (low thousands) by creating useful services, we should instead ensure no one does this

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Jake @ngmi.co · 09/05/2026

No reasonable person opposes data centers. They’re the infra behind nearly every website like this. They make sure your school and hospital websites remain up against 8 terabit ddos attacks. They handle traffic for processing trillions of payments. They’re the backbone of modern civilization.

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Jake @ngmi.co · 09/05/2026

I can’t believe some people at Amazon don’t even pull in $2m while the average CT seller makes $275k through Amazon

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Jake @ngmi.co · 08/05/2026

What is the theoretical max one can earn by being world class at sports, or writing Harry Potter, or building a social network, or building online payments, and self-driving electric cars, and rockets that can be caught in midair, and human-computer interfaces that let you play chess with your mind

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Jake @ngmi.co · 07/05/2026

growth: infra providers (largest you've heard of get major contracts from crypto; internet is improved), applied zk advancements, 24/7 global treasury settlement without credit provision, machine-to-machine payments viability, emerging ownership legal/gov frameworks, real-world asset credit markets

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Jake @ngmi.co · 07/05/2026

Idk if crypto is the best analogy here… we just saw 175 years old financial services company build on crypto to enable instant global settlement www.westernunion.com/global/en/di... What’s the AI version of this going to be?

westernunion.com

Western Union USDPT Stablecoin | Trusted Digital Dollar

Western Union introduces USDPT, a regulated digital dollar designed for secure transfers, cash-in/out, and global settlement. Explore how USDPT works.

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Jake @ngmi.co · 07/05/2026

Either Wikipedia needs updating or this is not at all correct

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Jake @ngmi.co · 07/05/2026

Nah this is regressive thinking. We can literally orchestrate agents from our phones now while getting in flow at the skatepark and this person wants you back hunched over your desk just to show performative superiority over using AI

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Jake @ngmi.co · 06/05/2026

In aggregate, TradFi has had much more money sent in accidental sends than in DeFi

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Jake @ngmi.co · 05/05/2026

Majority of crypto validators _are_ hosted in cloud data centers. Take like 800 block producing EPYC Turnins, imagine them distributed amongst like 90 data centers. That’s effectively the landscape.

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