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I like Ed's writing, and I think it is important to always temper your sky-high fantasies www.wheresyoured.at/wheres-the-money
I’ve been reading his stuff for a while. He gets seriously worked up about this topic and has some beliefs I disagree with, but I think he’s dead on about AI.
Have you read his piece call “rot economy”? It’s very good and he’s sooo close to understanding why bitcoin matters, but is just shy of it 😅