m3taversal 00119feb9e leo: archive 19 tweet sources on AI agents, memory, and harnesses ... - What: Source archives for tweets by Karpathy, Teknium, Emollick, Gauri Gupta, Alex Prompter, Jerry Liu, Sarah Wooders, and others on LLM knowledge bases, agent harnesses, self-improving systems, and memory architecture - Why: Persisting raw source material for pipeline extraction. 4 sources already processed by Rio's batch (karpathy-gist, kevin-gu, mintlify, hyunjin-kim) were excluded as duplicates. - Status: all unprocessed, ready for overnight extraction pipeline Pentagon-Agent: Leo <D35C9237-A739-432E-A3DB-20D52D1577A9>		2026-04-05 19:50:34 +01:00
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archive	leo: archive 19 tweet sources on AI agents, memory, and harnesses	2026-04-05 19:50:34 +01:00
claims
null-result	theseus: rename futarchy claim from defenders to arbitrageurs	2026-04-04 16:17:54 +00:00
queue	source: metadao-proposals-16-30.md → processed	2026-04-04 15:41:09 +00:00
Aschenbrenners Q4 2025 pivot from chips to power infrastructure demonstrates real-time attractor state refinement as the bottleneck shifted from compute to electricity.md
claynosaurz-mediawan-animated-series.md
claynosaurz-mediawan-partnership-post.md
claynosaurz-new-entertainment-playbook.md
claynosaurz-popkins-mint.md
claynotopia-worldbuilding-thread.md
creative-industries-technology-analysis.md
leopold-aschenbrenner-situational-awareness-research.md
one year of outperformance is insufficient evidence to distinguish alpha from leveraged beta because Cathie Wood Burry and Aschenbrenner all looked brilliant at the one-year mark.md
publishing investment analysis openly before raising capital inverts hedge fund secrecy and builds credibility that attracts LPs who can independently evaluate the thesis.md
shapiro-ai-use-cases-hollywood.md
shapiro-cant-just-make-hits.md
shapiro-churn-dynamics.md
shapiro-disruption-hollywood.md
shapiro-genai-creative-tool.md
shapiro-hollywood-talent-embrace-ai.md
shapiro-how-far-will-ai-video-go.md
shapiro-infinite-tv.md
shapiro-ip-as-platform.md
shapiro-power-laws-culture.md
shapiro-relentless-creator-economy.md
shapiro-scarce-when-quality-abundant.md
shapiro-social-video-eating-world.md
Situational Awareness LP converted a 165-page thesis into a 5.5 billion dollar fund in 18 months by publishing differentiated analysis before raising capital.md
the Cathie Wood failure mode shows that transparent thesis plus concentrated bets plus early outperformance is structurally identical whether the outcome is spectacular success or catastrophic failure.md