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[@semicondurian](/creator/twitter/semicondurian)
"Its true that most VCs arent to be expected for too much (either in help or morals) but there are quite a few good VCs out there and cash isnt pure numbers it comes with energy carried from the origins of how the money made its way into the hands of the investor Example: If a founder gets two (hypothetical) options: 1) easily befriending an inexperienced investor who got their wealth from get their mafioso/oligarch parent and is ready to fill in the entire round 2) work a harder for commitments from investors that made their wealth in sectors resembling to one the founder is raising for."  
[X Link](https://x.com/semicondurian/status/1980080450455404929) [@semicondurian](/creator/x/semicondurian) 2025-10-20T01:15Z 4059 followers, XX engagements


"Siri is is a relic of the pre LLM breakthroughs should be either deprecated or completely re-imagined Meta with their spacial compute products and LLM focus may be a more realistic contender in the short to medium term A more reasonable contender is neuralink or similar co that completely changes how we interact with digital systems but that may a good decade away However the level of end to end hardware + software integration at Apple is still second to none i wouldnt rush to say their days are numbered Sure Elon has impressive track record of consumer electronics hardware with Tesla but its"  
[X Link](https://x.com/semicondurian/status/1980290466705703125) [@semicondurian](/creator/x/semicondurian) 2025-10-20T15:10Z 4058 followers, XXX engagements


"Peak Ethereum gravedancing incoming over the next few weeks Prediction on what will unfold Short term: 1) Vitalik will be forced to continue the restructuring he left half done. XXX bad part I dont see a scenario of him replacing the power hogging socialists in his entourage and the EF leadership and this is a big part of the problem that leads to deteriorating quality of talent and ideas promoted in the ecosystem XXX good part Theyll find ways to improve long term alignment with talent in the form of bonuses improved pay vested upside for current/future talent like Peter/Dankrad Longer term:"  
[X Link](https://x.com/semicondurian/status/1980400657866654012) [@semicondurian](/creator/x/semicondurian) 2025-10-20T22:28Z 4058 followers, XXX engagements


"Infinite money and state level actor cant easily catch up on multi decade of semiconductor industry specialization this kind of talent to is less likely to be productive under duress of the Chinese semiconductor debt. IMO free markets are better suited and the industry wide dependency on ASML is potentially attractive inning for one of the well operated semiconductor giants can decide to pursue successfully. Contenders: KLAC AMAT LRCX or heck if NVIDIA/Apple decided they want to they could poach this talent easily for their own superiority. They can but XTAL/Dongfang or SMIC would have harder"  
[X Link](https://x.com/semicondurian/status/1980406741990076774) [@semicondurian](/creator/x/semicondurian) 2025-10-20T22:52Z 4057 followers, XX engagements


"TIL from @CardnoNFT I was the first person to create @poapxyz after Patricio as part of the @blocumenta @bitfwdxyz #Blockathon in Sydney @ArtspaceSydney Does that make me the POAP equivalent of Laszlo pizza for Bitcoin"  
[X Link](https://x.com/semicondurian/status/1981467622672572689) [@semicondurian](/creator/x/semicondurian) 2025-10-23T21:07Z 4057 followers, XX engagements


"@gamiwtf @0xMert_ @Polymarket Look into the history of SGX as well. People think all TEEs are bad because of one (sadly widely adopted) flavor of it that has public domain indicators for back door. Instead we are building a public permissionless SpaceTEE network 👽🛰"  
[X Link](https://x.com/semicondurian/status/1981165095884640583) [@semicondurian](/creator/x/semicondurian) 2025-10-23T01:05Z 4057 followers, XX engagements