Prediction history

2013

• Brain-computer interfaces as a long-term solution to AI coexisting with humans.
• 2 for 1 Merge with AI and make humans smarter
• Neurotech was weird and uninvested
• Adopted in 2016 as the founding thesis for Neuralink

2015

• Ethereum, bought for 15 cents in the genesis mint

2017

• Stablecoins as the most real-world application for Blockchains
• Replace SWIFT with instant verified settlement
• At the time the only other options were Maker and Tether (but most didn’t trust them)
• Launched TrueUSD
• USDC (our competitor) now does ~$1.2B in revenue

2019

• Identity and Payments are ultimately 1 product
• Created verified-identity SSO product paired with TrueUSD, before company pivoted to lending
• Worldcoin launched in 2019

2023

• January 2023, built a GPT Store (MakeBot AI)
• August 2023, built a code evaluation agent (codegen too early but evals ready)
• September 2023 - brain emulation (long term bet)

2024