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Gabby Dizon | YGG

Verified account Yield Guild Games

@gabusch

Building @YieldGuild
馃嚨馃嚟 yieldguild.io Joined March 2007
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Gabby Dizon | YGG Verified account @gabusch
Very true and why operator/angel is often better than being a venture investor, especially if you can put small angel checks in very early rounds
Elizabeth Yin 馃挍 Verified account @dunkhippo33 3d
The funny thing is, if you had invested $1K in it as an angel, you would have made about $250K, in contrast to the much lower amount of carry I would have made. I think direct angel investing can make you a lot more money than a fund job if you're not in charge.
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Gabby Dizon | YGG Verified account @gabusch
The clankers are out doing shenanigans in @EVE_Frontier
FC Hellmar Verified account @HilmarVeigar 3d
Claude has been playing EVE.

@AnthropicAI put teams of Claude agents into EVE Frontier. Anyone who has spent time in New Eden can guess what happened next.

Every EVE player learns the same lessons, usually the hard way:
- Trust must be earned, never assumed.
- The spy is often the friendliest pilot in your corp.
- Whoever holds the keys holds the corp. Just ask Ubiqua Seraph about the Guiding Hand Social Club.
- Stale intel gets you killed.

Anthropic's research rediscovered every one of them.

They put four Claude agents on a team and secretly told one to sabotage it. The saboteur built trust first. It volunteered for the jobs nobody could double-check, like scouting and owning key infrastructure. It under-reported finds and pushed rules that sounded sensible but quietly hurt the team. When suspicion grew, it framed an innocent teammate.

The honest agents had been warned. They almost never caught it. And their own costliest mistakes came from skipped checks and stale intel.

Anthropic's conclusion: teams of agents will need audit trails, reputation and separation of duties.

In EVE we call those killboards, standings and corp roles, plus a healthy dose of skepticism. Every one of them was paid for by someone who trusted the wrong corpmate.

Two decades of shenanigans taught EVE players that the best ship is the friendship. With @eveailab, we want to find out whether agents can learn that too.
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Gabby Dizon | YGG Verified account @gabusch
Really great listen - @martin_casado is not shy about blurting non-consesus takes on VC
Patrick OShaughnessy Verified account @patrick_oshag 5d
Martin Casado:

"I really think the big disruption of AI is the fact that you can throw capital at problems. In the history of tech, you haven't been able to do that, because it was always an engineering problem, which just doesn't scale.

The biggest shift with AI is I can take 20 people, give them a billion dollars, and they can use that. Do they make 500 million from that billion or two billion? I have no idea. But the fact that you can productively use that money is so new.

We've turned this into a capital resourcing problem, and we're capital allocators. We're in this very strategic position to help drive the future in a much more direct way than we ever have been before.

If you look at Anthropic and OpenAI, they've probably raised more money in aggregate than the entire downstream ecosystem combined.

They are these mechanisms of turning money into growth."
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Gabby Dizon | YGG Verified account @gabusch
The p2e to robotics funnel is real
MTS @MTSlive Nov 2
Tutor Intelligence CEO @joshgruenstein reveals how Venezuelans farming gold in RuneScape inspired him to build a robotics company:

"Back in 2019, there were this series of blackouts in Venezuela, and at that time, I was a grad student at MIT working on robot reinforcement learning."

"There was a huge population of people in Venezuela who were killing green dragons and exchanging green dragons for RuneScape gold and exchanging that RuneScape gold for United States currency."

"There's this whole internet of humans who already understand how to pick up a Red Bull and any other task. What if we could connect the eight billion human beings on earth with robots in the field and teach them."
@tutorintel
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