Lex Sokolin
@lexsokolin.bsky.social
Investing in the machine economy of AI, Fintech, & Web3 via https://www.genventures.xyz/
Ex Chief Economist & CMO Consensys, 4x financial services entrepreneur, JDMBA from Columbia
I write 100k Fintech Blueprint newsletter at https://lex.substack.com/
Ex Chief Economist & CMO Consensys, 4x financial services entrepreneur, JDMBA from Columbia
I write 100k Fintech Blueprint newsletter at https://lex.substack.com/
Pinned
Lex Sokolin
@lexsokolin.bsky.social
· Nov 28
This thread will document the starter packs that I have followed. My feed has been delightful and informative.
Do we want a collective memory of LLMs to be what remains of us?
Cloister Web
As online activity shifts from social media & news style interactions to LLM first interactions, cozy web will transform into the cloister web.
Each of us reading, meditating, and thinking in private yet our thoughts woven into the collective memory through the fabric of the LLMs.
As online activity shifts from social media & news style interactions to LLM first interactions, cozy web will transform into the cloister web.
Each of us reading, meditating, and thinking in private yet our thoughts woven into the collective memory through the fabric of the LLMs.
May 11, 2025 at 7:00 AM
Do we want a collective memory of LLMs to be what remains of us?
I saw a pitch about putting nuclear engines into large ships
Is this a thing that is happening now?
Is this a thing that is happening now?
April 22, 2025 at 4:19 PM
I saw a pitch about putting nuclear engines into large ships
Is this a thing that is happening now?
Is this a thing that is happening now?
Is deepseek trained via distillation or not?
I’m confused by the Stratechery take.
I’m confused by the Stratechery take.
January 29, 2025 at 12:34 PM
Is deepseek trained via distillation or not?
I’m confused by the Stratechery take.
I’m confused by the Stratechery take.
Reposted by Lex Sokolin
The system versus the individual sokolin.medium.com/the-system-v... via @lexsokolin.bsky.social
The system versus the individual
What matters more — people, or systems?
sokolin.medium.com
January 25, 2025 at 1:08 AM
The system versus the individual sokolin.medium.com/the-system-v... via @lexsokolin.bsky.social
Reposted by Lex Sokolin
We've heard this before with oil and coal, but soon, we will find new deposits of kids in Alaska or the deep ocean, and things will be fine.
January 13, 2025 at 7:34 PM
We've heard this before with oil and coal, but soon, we will find new deposits of kids in Alaska or the deep ocean, and things will be fine.
Damages up to $250B now
Katrina was $200B
Katrina was $200B
January 13, 2025 at 7:55 PM
Damages up to $250B now
Katrina was $200B
Katrina was $200B
So Mark Zuckerberg pivoted quite a bit huh
January 11, 2025 at 8:47 PM
So Mark Zuckerberg pivoted quite a bit huh
Is it quiet here again? A shame.
January 7, 2025 at 9:37 AM
Is it quiet here again? A shame.
Looks like Kurzweil was right about the timing of the singularity
December 24, 2024 at 8:04 PM
Looks like Kurzweil was right about the timing of the singularity
Inference per task can cost in the thousands of dollars on o3
Changes your intuitions about cheap fast conversations with AI vs purchasing a big project done by a robot
This helps GPU clouds
Changes your intuitions about cheap fast conversations with AI vs purchasing a big project done by a robot
This helps GPU clouds
December 20, 2024 at 8:38 PM
Inference per task can cost in the thousands of dollars on o3
Changes your intuitions about cheap fast conversations with AI vs purchasing a big project done by a robot
This helps GPU clouds
Changes your intuitions about cheap fast conversations with AI vs purchasing a big project done by a robot
This helps GPU clouds
Let the AI run the government they said
Nowhere near close to a truthful world policy and really hard to measure feedback on any policy. Nevertheless a super interesting framework on how we could go on thinking about maximizing alignment to social welfare.
December 13, 2024 at 8:55 PM
Let the AI run the government they said
I love this
AI to accelerate law school, which is largely taught 19th century style
AI to accelerate law school, which is largely taught 19th century style
I not only taught my Torts students this semester how to use Gen AI to effectively practice and study, but I also heavily encouraged them to use and learn the tech as much as possible, rather than fear it.
Some observations from this semester. 🧵
Some observations from this semester. 🧵
Curious what @jmiers230.bsky.social thinks here. When I taught, I wanted to believe genAI could be a useful tool for students. And for a few, perhaps. But the way it can shortcut learning is real and problematic.
December 13, 2024 at 8:48 PM
I love this
AI to accelerate law school, which is largely taught 19th century style
AI to accelerate law school, which is largely taught 19th century style
Was my account somehow made to follow the large newspapers like NYTimes and WaPo without actively subscribing?
Or am I getting mixed up.
Or am I getting mixed up.
December 12, 2024 at 8:32 PM
Was my account somehow made to follow the large newspapers like NYTimes and WaPo without actively subscribing?
Or am I getting mixed up.
Or am I getting mixed up.
This is the type of AI content you can’t get anywhere else
Lets start modeling AI cells and then AI lobster brains
Lets start modeling AI cells and then AI lobster brains
How can we build an Al virtual cell that simulates all functions and interactions of a cell? How will it transform research and drive breakthroughs in programmable biology, drug discovery and personalized medicine?
Take a look at our paper in @cellpress.bsky.social!
www.cell.com/cell/fulltex...
Take a look at our paper in @cellpress.bsky.social!
www.cell.com/cell/fulltex...
December 12, 2024 at 8:29 PM
This is the type of AI content you can’t get anywhere else
Lets start modeling AI cells and then AI lobster brains
Lets start modeling AI cells and then AI lobster brains
Really excited to see the world envisioned here coming to fruition.
Yes, we are racing into it blindly.
Yes, we are racing into it blindly.
Gemini 2 and the rise of multi-modal AI
Google's AI "product splurge" is about to get more fascinating in 2025.
Google's AI "product splurge" is about to get more fascinating in 2025.
December 12, 2024 at 11:56 AM
Really excited to see the world envisioned here coming to fruition.
Yes, we are racing into it blindly.
Yes, we are racing into it blindly.
OpenAI launched Sora, which generates videos from text prompts, animates images, and remixes videos.
Two subscription tiers — ChatGPT Plus ($20/month) offers up to 50 videos at 720p, ChatGPT Pro ($200/month) increases video quality to 1080p, duration to 20 seconds, and allows unlimited generations
Two subscription tiers — ChatGPT Plus ($20/month) offers up to 50 videos at 720p, ChatGPT Pro ($200/month) increases video quality to 1080p, duration to 20 seconds, and allows unlimited generations
December 10, 2024 at 7:33 PM
OpenAI launched Sora, which generates videos from text prompts, animates images, and remixes videos.
Two subscription tiers — ChatGPT Plus ($20/month) offers up to 50 videos at 720p, ChatGPT Pro ($200/month) increases video quality to 1080p, duration to 20 seconds, and allows unlimited generations
Two subscription tiers — ChatGPT Plus ($20/month) offers up to 50 videos at 720p, ChatGPT Pro ($200/month) increases video quality to 1080p, duration to 20 seconds, and allows unlimited generations
Reposted by Lex Sokolin
Thrilled to share my new paper on asset manager capitalism and the political economy of artificial intelligence! 🤓 A heartfelt thank you to the @ripejournal.bsky.social editorial board and anonymous reviewers for providing the perfect home for this work. ❤️ www.tandfonline.com/doi/full/10....
Asset manager capitalism and the political economy of artificial intelligence
Artificial intelligence (AI) represents the next technological frontier in asset management. Drawing on the asset manager capitalism literature in International Political Economy (IPE) and the scho...
www.tandfonline.com
December 8, 2024 at 12:42 AM
Thrilled to share my new paper on asset manager capitalism and the political economy of artificial intelligence! 🤓 A heartfelt thank you to the @ripejournal.bsky.social editorial board and anonymous reviewers for providing the perfect home for this work. ❤️ www.tandfonline.com/doi/full/10....
What can London do to get its mojo back?
Britain is behind in finance and high tech profoundly
Britain is behind in finance and high tech profoundly
December 7, 2024 at 12:49 PM
What can London do to get its mojo back?
Britain is behind in finance and high tech profoundly
Britain is behind in finance and high tech profoundly
We are time poor
Return-to-work mandates are an invisible pay cut, and they might signal a weakening economy. wapo.st/4iq370z
Opinion | Return-to-work mandates are an invisible pay cut
They also might signal a weakening economy.
wapo.st
December 6, 2024 at 8:41 PM
We are time poor
Surprising outcome
The most improvement was from least effective employees
The most improvement was from least effective employees
Good example. When AI was trained on the conversations of a call-center's most effective reps to then provide scripted responses to all the reps at the center, the least effective reps saw massive performance increases:
hai.stanford.edu/news/will-ge...
hai.stanford.edu/news/will-ge...
Will Generative AI Make You More Productive at Work? Yes, But Only If You’re Not Already Great at Your Job.
Scholars examining the impact of an AI assistant at a call center find gains for less experienced workers.
hai.stanford.edu
December 6, 2024 at 7:38 PM
Surprising outcome
The most improvement was from least effective employees
The most improvement was from least effective employees
There is no doubt that AI agents are productive and where the economy is going next
Whether that economy will be on modern or traditional rails is not really a question, as much as an acknowledgement of the multiple paths that will exist
Stripe and Coinbase and JPM and Virtuals and Apple
Whether that economy will be on modern or traditional rails is not really a question, as much as an acknowledgement of the multiple paths that will exist
Stripe and Coinbase and JPM and Virtuals and Apple
December 4, 2024 at 8:07 PM
There is no doubt that AI agents are productive and where the economy is going next
Whether that economy will be on modern or traditional rails is not really a question, as much as an acknowledgement of the multiple paths that will exist
Stripe and Coinbase and JPM and Virtuals and Apple
Whether that economy will be on modern or traditional rails is not really a question, as much as an acknowledgement of the multiple paths that will exist
Stripe and Coinbase and JPM and Virtuals and Apple
There is nothing wrong with an Internet where AIs are talking to each other
We shouldn’t assume humans will be much smarter for much longer
We shouldn’t assume humans will be much smarter for much longer
I don't really see a clear path where we keep an open internet that is not mostly full of AIs talking to each other. We can't reliably detect AI content, it is cheap and easy to generate, and there are lots of incentives to do so, even besides scams.
You can see the problem on all the social sites.
You can see the problem on all the social sites.
December 3, 2024 at 7:02 PM
There is nothing wrong with an Internet where AIs are talking to each other
We shouldn’t assume humans will be much smarter for much longer
We shouldn’t assume humans will be much smarter for much longer
Just recorded a great conversation with Metronome CEO Scott Woody about building revenue systems for AI companies.
Really interesting insights about matching demand for models with the resources those models consume.
I learned a ton. Coinbase and Stripe are still behind.
metronome.com
Really interesting insights about matching demand for models with the resources those models consume.
I learned a ton. Coinbase and Stripe are still behind.
metronome.com
Metronome | Usage-Based Billing Platform
Metronome is the usage-based billing platform that helps you launch products faster. Easily model your pricing today, iterate confidently tomorrow.
metronome.com
December 2, 2024 at 5:44 PM
Just recorded a great conversation with Metronome CEO Scott Woody about building revenue systems for AI companies.
Really interesting insights about matching demand for models with the resources those models consume.
I learned a ton. Coinbase and Stripe are still behind.
metronome.com
Really interesting insights about matching demand for models with the resources those models consume.
I learned a ton. Coinbase and Stripe are still behind.
metronome.com
Attention algos will always reward attention
It’s a bad way to organize the world
It’s a bad way to organize the world
Twitter trains you to create more outrageous content. From 2018-2021 my team developed a tool to measure outrage on Twitter. Here's our paper showing that “likes” and “shares” teach people to express more outrage over time. www.science.org/doi/10.1126/...
How social learning amplifies moral outrage expression in online social networks
Social reinforcement and norm learning interact with social media design to amplify moral outrage in online social networks.
www.science.org
December 2, 2024 at 9:22 AM
Attention algos will always reward attention
It’s a bad way to organize the world
It’s a bad way to organize the world
Reposted by Lex Sokolin
Revolut co-founder warns of British talent exodus amid remote working shift
buff.ly/3D4pDMb
#FinTech #FinServ #Banking
buff.ly/3D4pDMb
#FinTech #FinServ #Banking
Revolut co-founder warns of British talent exodus amid remote working shift
Young professionals are leaving the UK in favour of sunnier climates and more favourable tax regimes in Southern Europe, according to Vlad Yatsenko, the billionaire co-founder and chief technology off...
buff.ly
December 1, 2024 at 7:53 PM
Revolut co-founder warns of British talent exodus amid remote working shift
buff.ly/3D4pDMb
#FinTech #FinServ #Banking
buff.ly/3D4pDMb
#FinTech #FinServ #Banking