Caleb Shack@firstc0in · 2026/08/22观点输出I’ll be in SF next week
HMU if you’d like to grab a coffee!
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Caleb Shack@firstc0in · 2026/08/20观点输出Running Oasis takes one H100 per player. That's ~$3/hour of GPU for one person's world. Roblox monetizes an hour at about 6 cents. Inference costs have been falling ~10x a year. Do the math on when those lines cross and you know when the metaverse ships.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Caleb Shack@firstc0in · 2026/08/20赛道影响RT @jessewldn: @stripe : "We think it is important that deployment of AI enhances human agency… and [to] protect economic autonomy."
@vari…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Caleb Shack@firstc0in · 2026/08/19观点输出@Nick_Smoll @bot School doesn’t work anymore. Just build.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Caleb Shack@firstc0in · 2026/08/19赛道影响We use here(.)now a lot at Variant, but getting artifacts onto our private pages meant downloading them first. So I built a Chrome extension that publishes straight from Claude in the browser. Repo below.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Caleb Shack@firstc0in · 2026/08/19观点输出https://t.co/DT73RZzz8W
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Caleb Shack@firstc0in · 2026/08/18赛道影响Started testing out some local AI apps through Pinokio(.)co
Pretty impressive what you can do on a macbook nowadays at 0 marginal cost
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Caleb Shack@firstc0in · 2026/08/16观点输出Seems like a good time to refresh this piece now that the “trenches” are back
The strategy extends to any new social app: acknowledge the hierarchy of users and build top-down
Huge props to @fomo for out-executing on the social trading vision
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Caleb Shack@firstc0in · 2026/08/15赛道影响@aipusher I can see a world where scenery is the new scrolling
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Caleb Shack@firstc0in · 2026/08/15赛道影响Spent some time today running a world model. My takeaways:
1) World Models are the unlock for the next great medium of entertainment
2) Long-horizon memory is an open frontier
3) We need A LOT more data
The path forward for consumer world models may require solving constraints their economics cannot incentivize on their own
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
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