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Shoal Research Hub

@shoalresearch
Kanal geosi va tili: Armaniston, Avarcha

The cutting edge in AI, Crypto and Capital Markets
Twitter: https://twitter.com/Shoalresearch
Research & Articles: www.shoal.gg
TG link: https://t.me/shoalresearch
Website: shoal.xyz
for inquiries DM: @zaddycoin

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Kanal geosi va tili
Armaniston, Avarcha
Toifa
Kriptovalyutalar
Statistika
Kanal siznikimi? Tasdiqlash Канал в реестре блогеров РКН? Tasdiqlash Kanal tarixi
Postlar filtri

Shoal Research Hub

24 Aug, 18:05

Telegram'da ochish Ulashish Shikoyat qilish
Yellowcake Analytics Dashboard

> Track Uranium prices, miner resources, supply chain shortages, and nuclear industry maps

Source: https://www.yellowcakeanalytics.com/
119 0 5
Shoal Research Hub

24 Aug, 17:38

Telegram'da ochish Ulashish Shikoyat qilish
ZachXBT: BitcoinIRA and iTrustCapital Allegedly Suffered Undisclosed Data Breaches, Exposing User Financial and Personal Details

Source: Investigations by ZachXBT
280 0 6
Shoal Research Hub

24 Aug, 17:38

Telegram'da ochish Ulashish Shikoyat qilish
Morpho Introduces Lend Callbacks

> Lets fixed-rate limit orders earn variable yield instead of sitting idle while waiting to be filled.

> Allow users to earn variable rate as a floor while quoting at a higher fixed rate.

Source: https://x.com/Morpho/status/2091892994127560846
279 0 6
Shoal Research Hub

24 Aug, 17:37

Telegram'da ochish Ulashish Shikoyat qilish
274 0 3
Shoal Research Hub

24 Aug, 15:41

Telegram'da ochish Ulashish Shikoyat qilish
ZachXBT Exposed French Cybercriminal M1llionz for Laundering $667K Stolen Across Two Violent April 2026 Crypto Home Invasion Robberies, Leading to a $93K Tether Freeze

Source: https://x.com/zachxbt/status/2091858014236295170
536 0 7 3
Shoal Research Hub

24 Aug, 13:31

Telegram'da ochish Ulashish Shikoyat qilish
AI Power Users Are Showing Up Outside Tech

> Legal workers have increased their Codex adoption by a staggering 108x since Feb 2026

Source: https://www.a16z.news/p/charts-of-the-week-winds-of-thematic
593 0 6
Shoal Research Hub

24 Aug, 12:41

Telegram'da ochish Ulashish Shikoyat qilish
Garry Tan: Systems of Record Must Become AI Harnesses or Risk Replacement by Agents

Source: https://x.com/garrytan/status/2091742825042030681
598 0 7
Shoal Research Hub

24 Aug, 12:31

Telegram'da ochish Ulashish Shikoyat qilish
Sam Altman on Why They Killed Sora and Atlas

> “we killed sora, which was a good product and fun and cool, but used a lot of compute and not as important as codex where we put the compute."

> “we killed our web browser called atlas, which again, i think was a great product. i think it was the best web browser, but not as important for us to focus on."

> “in a world of limited compute, limited people, limited resources, we thought really hard and we said, the general intelligence for knowledge work and eventually for science is the most important thing we can do"

Source: https://x.com/sahilypatel/status/2091568454553960766
607 0 6
Shoal Research Hub

24 Aug, 12:10

Telegram'da ochish Ulashish Shikoyat qilish
Best-performing investors to target as a founder: 5% of VCs generate 90% of venture profits

> The 2026 Strebulaev-Jackson ranking analyzes 230k+ investments by nearly 13,000 VCs across 30 years, using valuation, dilution, net profit, value-add, human-capital decay, and firm/individual credit to identify the top-performing firms.

> It reveals VC returns are massively concentrated with top 5% generating ~90% of profits, Sequoia leading, unicorn counts being poor performance proxies + AI already reshaping the top of the table.

Source: https://www.thevccorner.com/p/100-best-performing-vc-firms-ranking-2026
629 0 16
Shoal Research Hub

24 Aug, 01:26

Telegram'da ochish Ulashish Shikoyat qilish
SemiAnalysis Finds Anthropic's $200/mo Claude Plan Can Yield Up to $8,000 in Token Value, While OpenAI's Matches Up to $14,000

> The test done in June shows that at $200/month, OpenAI's plan offers nearly twice the token value of Anthropic's when weekly limits on long-horizon tasks are fully exhausted.

Source: https://x.com/SemiAnalysis_/status/2091631658973671900
1.3k 0 29 4
Shoal Research Hub

23 Aug, 22:31

Telegram'da ochish Ulashish Shikoyat qilish
Sam Altman on the Two AI Risks He Worries About Most

> AI becoming so powerful that humans lose control.

> Power getting centralized by one person, company, or model.

“The right approach is to say, ‘We want people deeply in control of the future. We want people deeply empowered. People are the whole point of this all.’”

“It's like a very misanthropic thing to say we're going to just put all of our trust in this model and let it have all the power and decision-making over the world.”

“I think there are some people in the world who think that's the right outcome.”

“There are some people in the AI field who effectively say, ‘We're going to give the world a cure to all disease, and make stuff really cheap, in exchange for people giving up their autonomy and impact over the future and power, and also in the name of safety, and also just absolutely rampant inequality.”

“This is a terrible sales pitch, a very anti-human sales pitch that somehow people feel willing to make.”

Source: https://x.com/davidsenra/status/2091606852425461819
810 0 13
Shoal Research Hub

23 Aug, 22:28

Telegram'da ochish Ulashish Shikoyat qilish
David Senra Interview with Sam Altman

> Altman discussed his journey from startups and investing to building OpenAI, how YC shaped OpenAI’s operating philosophy, how non-consensus thinking, massive compute bets, and breaking the conventional startup playbook built OpenAI into the platform at the center of AI race.

Source: https://x.com/davidsenra/status/2091525869638434945
712 0 8
Shoal Research Hub

23 Aug, 20:01

Telegram'da ochish Ulashish Shikoyat qilish
Paul Graham: If I Were 17 Today, I'd Learn to Build LLMs From Scratch, Not Start a Startup

Source: https://x.com/paulg/status/2091545800736403473
1.8k 0 41 2
Shoal Research Hub

23 Aug, 19:11

Telegram'da ochish Ulashish Shikoyat qilish
Solana Double Disinflation Governance Vote Goes Live, Voting Lasts Until Thursday ~15:30 UTC

The proposal aims to reduce the inflation schedule by increasing the disinflation rate from the current -15% rate to -30%.

Source: https://governance.solana.com/proposals
769 0 13 2
Shoal Research Hub

23 Aug, 19:11

Telegram'da ochish Ulashish Shikoyat qilish
676 0 3 2
Shoal Research Hub

23 Aug, 13:11

Telegram'da ochish Ulashish Shikoyat qilish
China Is Building AI Models of American Voters

> A Fudan University-led research team said it collected 171,210,066 posts from 9,596,198 X users during the 2020 election period.

> Chinese universities and government-linked institutions have built AI simulations of over a million American voters, and run synthetic swing-state political experiments, going far beyond passive polling observation.

> Their own research papers explicitly frame the findings as tools to understand U.S. domestic politics and inform China's foreign policy response.

Source: https://nataliegwinters.substack.com/p/exclusive-china-is-building-ai-models
717 0 10 2
Shoal Research Hub

23 Aug, 11:40

Telegram'da ochish Ulashish Shikoyat qilish
How Different Technologies Affect Workers

> Only new task-creating technologies are “unambiguously pro-worker,” because they create demand for new forms of human expertise rather than make existing expertise less necessary.

Source: https://x.com/MITSloan/status/2091228934796914952
667 0 7
Shoal Research Hub

22 Aug, 23:16

Telegram'da ochish Ulashish Shikoyat qilish
AI Agents Now Consume Nearly 5x More Tokens Than Humans, Up 14x Since February

Source: https://www.a16z.news/p/charts-of-the-week-winds-of-thematic
718 0 18 3
Shoal Research Hub

22 Aug, 23:06

Telegram'da ochish Ulashish Shikoyat qilish
709 0 9
Shoal Research Hub

22 Aug, 22:04

Telegram'da ochish Ulashish Shikoyat qilish
From Demo to Business: The Race in Physical AI

Physical AI could become a $40T market, about 7× the estimated digital AI opportunity, but turning demos into reliable businesses remains the key challenge. The industry is split across:

> Foundation models
> Deployment-First Companies
> Full-Stack Companies👇

Source: https://x.com/kshenster/status/2090482498275070358?s=46
790 0 11
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