oderau @oderau
Managing Partner @ Limbic Capital. Investor modernising legacy industries with PE + AI. Building enduring companies with institutional partners. Remote Joined November 2009-
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In game theory, playing the wrong game can be far more punishing than losing the right games. All your effort has gone to waste. You must avoid that.
@boardyai @andrewdsouza building at Limbic Capital, exploring a sponsor-led roll-up approach. want in on Boardy Pro
@boardyai building a sponsor-led roll-up approach. want in on Boardy Pro
The biggest threat to Western liberal market democracy is not Russia, China or Iran, it is Elon Musk promoting race hate. ft.com/content/77affa…
Two economists just published a mathematical proof that AI will destroy the economy. Not might. Not could. Will — if nothing changes. The paper is called "The AI Layoff Trap." Published March 2, 2026. Wharton School, University of Pennsylvania. Boston University. Peer reviewed. Mathematically modeled. The conclusion is one sentence. "At the limit, firms automate their way to boundless productivity and zero demand." An economy that produces everything. And sells it to nobody. Here is how you get there. A company fires 500 workers and replaces them with AI. A competitor fires 700 to keep up. Another fires 1,000. Every company is behaving rationally. Every company is following the incentives correctly. And every company is building a trap for itself. Because the workers who were fired were also customers. When they lose their jobs faster than the economy can absorb them, they stop spending. Consumer demand falls. Companies respond by cutting costs — which means automating more workers — which means less spending — which means more falling demand — which means more automation. The loop has no natural exit. The researchers tested every proposed solution. Universal basic income. Capital income taxes. Worker equity participation. Upskilling programs. Corporate coordination agreements. Every single one failed in the model. The only intervention that worked: a Pigouvian automation tax — a per-task levy charged every time a company replaces a human with AI, forcing them to price in the demand they are destroying before they pull the trigger. No government has implemented this. No major economy is seriously discussing it. Meanwhile the numbers are already tracking the curve. 100,000 tech workers laid off in 2025. 92,000 more in the first months of 2026. Jack Dorsey fired half of Block's workforce and said publicly: "Within the next year, the majority of companies will reach the same conclusion." Nobody is doing anything wrong. Companies are following their incentives perfectly. That is exactly the problem. Rational behavior. At scale. Simultaneously. With no mechanism to stop it. Two economists built the math. The math leads to one place. Source: Falk & Tsoukalas · Wharton School + Boston University · arxiv.org/pdf/2603.20617
There's a physicist at Stanford named Safi Bahcall who modeled this exact principle and the math is wild. He calls it "phase transitions in human networks." When you're stationary, your probability of a lucky event is limited to your existing surface area: the people you already know, the places you already go, the ideas you've already been exposed to. Your opportunity window is fixed. When you move, your collision rate with new nodes in a network increases nonlinearly. Double your movement (new conversations, new cities, new projects) and your probability of a serendipitous encounter doesn't double. It roughly quadruples. Because each new node connects you to their entire network, not just to them. Richard Wiseman ran a 10-year study at the University of Hertfordshire tracking self-described "lucky" and "unlucky" people. The single biggest differentiator wasn't IQ, education, or family money. Lucky people scored significantly higher on one trait: openness to experience. They talked to strangers more, varied their routines more, and said yes to invitations at nearly twice the rate. The "unlucky" group followed the same routes, ate at the same restaurants, and talked to the same 5 people. Their networks were closed loops. No new inputs, no new collisions. Luck isn't random. Luck is surface area. And surface area is a function of movement. The lobster emoji is doing more work than most people realize. Lobsters grow by shedding their shell when it gets too tight. The growth requires a period of total vulnerability. No protection, no armor, soft body exposed to the ocean. That's the cost of movement nobody posts about. You have to be uncomfortable first. The new shell only hardens after you've already moved.
@trq212 Read a user generated agentic system requirements doc (PRD equivalent) and suggest structure of the repo and system based on.
🇨🇳 China is scaling agricultural robots. Autonomous harvest at 24/7 cadence is the new baseline for food security. Vision models pick, arms place, logistics sync, human supervisors handle exceptions. Cheaper fruit, fewer bruises, happier supply chain
there is a game called "data center" on steam which let's you build and manage your own data center. this is lowkey genius, the best way to educate people on a new trait. hyperscalers should learn a thing or two from "edutainment".
Perceptive Humanoid Parkour (PHP) introduces a modular framework that enables the Unitree G1 humanoid to perform long-horizon, vision-based parkour. - It chains retargeted human motion clips into diverse, long-horizon kinematic reference trajectories. - RL expert policies learn individual skills that are distilled into a depth-conditioned student policy. - The robot autonomously selects the appropriate skill based on the obstacle geometry.
This aired tonight to 1 billion people in China. A year ago these robots could barely wave a handkerchief, now they can do backflips and kung fu with nunchucks. Physical intelligence is the next frontier.
@nainar92 @nbrichtova @heyitsbeaaaaaaa @oliver_wang2 @m__dehghani Want to create containers that hold & prompt dynamic/animated images, like a mini app. This would allow the container when opened to auto regenerate a dynamic & updated image or animation inside. Would be a powerful way to auto prompt and embed nano into other apps non statically
Warren Buffett: "I like to deal with people where I feel a one-page contract will do the job. If I have to have 50 pages in there to protect me against the guy I'm dealing with, I'll always wonder whether I needed 51."
@sama it would be great if internal links within chatgpt were clickable so a user could go directly to a referenced conversation. right now chatgpt can find old chats but users can't click through. real issue. It would improve internal referencing & search 10x
@janowitz How do you overcome the UI UX gaps in functionality? Eg tech pad usage. I found that one of the most obvious gaps when using Linux.
The Kobeissi MsgSub �... @MonicaThom60915
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rektdiomedes @rektdi0medes_
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iExplicit Technologie... @IexplicitTechn1
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lauren @poteto
130K Followers 1K Following Grok @Bot at @SpaceXAI. Shipping with https://t.co/WDB4U1rwmu. React compiler core team, prev cursor, meta, netflix
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7K Followers 756 Following AAA quality slop only https://t.co/JAkNEGRhHf https://t.co/F2rHfH6LUY gamifying world stats at https://t.co/GZd2z1Y3D4 3D web + product design. Three.js, Unity, Unreal.
Jake @JakeCan72
131K Followers 38K Following 100k+ | Interesting Stories • Human Wins • Americana 🇺🇸 Healthy Living • Mostly Good News
𝔊𝔴𝔢𝔯𝔫 @gwern
107K Followers 115 Following Internet besserwisser; pedantic, mean reply guy. 𝘞𝘢𝘵𝘢𝘴𝘩𝘪 𝘬𝘪𝘯𝘪𝘯𝘢𝘳𝘪𝘮𝘢𝘴𝘶! (Follow requests ignored due to terrible UI.)
Shaun @Gunnar_r6
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The Professor @TonezR6
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160K Followers 3K Following I cover AI + robotics. Helping business owners win in the AI era. eu/acc supporter, dad, techno-optimist
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Julia Denoly @juliadenoly
385 Followers 411 Following building and investing in awesome founders at @jointhebridge. writing short stories about early stage founders subscribe below 🙃
Bold Perceptions Podc... @bold_perception
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Evan Tana @evantana
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cinesthetic. @TheCinesthetic
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14K Followers 604 Following Don’t come to the table without loaded dice 🎲 1/3rd of @MCGlive Got money where my mouth is, trade with me on Fomo for 10% cash back
No filter Skin @NoFilterSkin
46K Followers 8K Following I test, review & talk skincare | Helping you make smarter skincare choices | Buy quality skincare only 🇰🇷🇯🇵🇺🇲 | Consultations | 📧 [email protected]
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Ram Ahluwalia CFA, Lu... @ramahluwalia
51K Followers 12K Following Non-Consensus Investing. Founder of @lumidawealth. ex-Wall St. Markets and philosophy. NYC & Exeter alum. Dad of 3. Disproving the EMH one day at a time.






























