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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 07 WATCH David Mattin
Co-founder of the Exponentialist
Mattin mentions a startup called "Ambient" that is attempting to create an ecosystem with a token representing "units of machine intelligence." This aligns with his "Post-Human Economy" thesis where the currency is no longer fiat, but a measure of useful compute/intelligence work. WATCH as a potential early mover in the "Compute-as-Currency" vertical. Early-stage execution risk and competition from major L1 blockchains pivoting to compute. Unchained (Chopping Block)
What Do Jobs and Money Look Like in a Post-Hu...