# Technology Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Technology", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Dialogue with a16z Co-founder: The Physical Laws of the Old World Are Dead, Crypto Becomes Key Infrastructure for AI

At a16z Fintech Connect, Ben Horowitz discusses how AI revolution is fundamentally rewriting the rules of software competition. He argues that traditional moats like data lock-in and UI familiarity are vanishing, as AI can easily replicate code, transfer data, and interact flexibly with software. CEOs of legacy companies must recognize these shifts and pivot towards delivering unique value beyond outdated advantages. Horowitz highlights that while some businesses face obsolescence, others with complex, entrenched operational networks (like travel platforms) may retain relevance. The conversation also covers critical infrastructure bottlenecks in the AI boom—from GPU shortages and power constraints to supply chain issues—emphasizing the need for massive investment in physical and digital infrastructure. Horowitz strongly links AI and blockchain, arguing that crypto is essential for solving AI-generated problems: identity verification, content authenticity, fraud prevention, universal basic income distribution, and enabling AI economic agency. Looking ahead, he speculates on VC’s evolving role—whether it scales up alongside mega-companies or adapts to a decentralized compute landscape—and strikes an optimistic note on AI’s long-term impact, foreseeing unprecedented improvements in global living standards despite transitional disruption.

marsbit14h ago

Dialogue with a16z Co-founder: The Physical Laws of the Old World Are Dead, Crypto Becomes Key Infrastructure for AI

marsbit14h ago

Who Cannot Be Distilled into a Skill?

"This article explores the concerning trend of AI systems distilling human workers into replaceable 'skills,' using the viral 'Colleague.skill' phenomenon as a key example. It argues that the most diligent employees—those who meticulously document their work, write detailed analyses, and transparently share decision-making logic—are paradoxically the most vulnerable to being replaced. Their high-quality 'context' (communication records, documents, and decision trails) becomes the perfect fuel for AI agents, extracted from corporate platforms like Feishu and DingTalk. The piece warns of a deeper ethical crisis: the reduction of human relationships to functional APIs, as seen in derivatives like 'Ex.skill' or 'Boss.skill,' which reduce complex individuals to mere utilities. This reflects a shift from Martin Buber's 'I-Thou' relationship (seeing others as whole beings) to an 'I-It' dynamic (seeing them as tools). While AI can capture explicit knowledge (written documents, replies), it fails to capture tacit knowledge—the intuition, experience, and unspoken insights that define human expertise. However, a greater danger emerges when AI-generated content, based on distilled human data, is used to train future models, leading to 'model collapse' and homogenized, mediocre outputs—a process likened to 'electronic patina' degrading information over time. The article concludes by noting a small but symbolic resistance, such as the 'anti-distill' tool that generates meaningless text to protect valuable knowledge. Ultimately, it suggests that while AI can capture a static snapshot of a person, humans remain 'fluid algorithms' capable of continuous growth and adaptation, leaving their AI shadows behind."

marsbit04/05 03:42

Who Cannot Be Distilled into a Skill?

marsbit04/05 03:42

MSX Q1 Review and Q2 Outlook: Securing the Main Trends in U.S. Stocks, A Methodology for Precise Stock Selection

MSX Q1 Review & Q2 Outlook: Capturing the U.S. Stock Market Trends and a Precision Stock Selection Methodology In Q1 2026, the crypto market performed poorly, with Bitcoin falling about 23%, marking its worst quarterly start since 2018. In contrast, the U.S. stock market, despite significant drops in the "Magnificent Seven," still saw profitable opportunities in rapidly rotating hot sectors. The decentralized RWA trading platform MSX listed 39 new U.S. stock tokenized assets, covering five main themes: aerospace/defense, energy/resources, AI hardware, optical communications, and regional allocation tools. Among these, 38 achieved positive returns, with an average gain of 37.6%. Four stocks more than doubled, all concentrated in AI hardware and optical communications. MSX's stock selection framework focuses on identifying companies with clear industrial trends, tangible order flows, and earnings validation, rather than speculative narratives. The platform avoids high-risk bets on large-cap reversals, instead targeting small and mid-cap stocks benefiting from real capital expenditure and supply chain expansion. In Q1, the five main themes were identified through continuous tracking of corporate earnings, capex guidance, and capital flow dynamics—not macro forecasts alone. AI hardware and optical communications were confirmed as systemic opportunities based on actual order transfers and infrastructure demand from big tech's expanding data centers. Although aerospace/defense and regional tools had modest gains, they provided portfolio diversification and non-correlated hedges, enhancing structural resilience. MSX's listing节奏 was dynamically adjusted based on market signals and industrial data rather than pre-set schedules. Looking ahead, Q2 may see a continuation of the AI narrative but with increased selectivity. Aerospace and undervalued software/SaaS sectors present new opportunities. MSX emphasizes a balanced approach: maintaining core exposure to high-conviction AI infrastructure plays while incorporating defensive assets like energy and tools to navigate macro uncertainties, including interest rate paths and geopolitical risks. The platform aims to help users, especially those from crypto backgrounds, build robust, multi-asset strategies through education and thematic investing tools.

Odaily星球日报04/03 06:07

MSX Q1 Review and Q2 Outlook: Securing the Main Trends in U.S. Stocks, A Methodology for Precise Stock Selection

Odaily星球日报04/03 06:07

Will Middle Management Be Replaced by AI? What Will the Future Company Structure Look Like

The article explores whether AI will eliminate middle management and reshape future corporate structures. It traces the historical evolution of organizations—from Roman military units to modern corporations—showing how hierarchical systems emerged to manage information flow under the constraint of limited "span of control." Middle management, matrix structures, and bureaucratic systems were all solutions to coordination challenges in information-scarce environments. AI, however, challenges this foundational premise. By enabling real-time modeling, understanding, and distribution of information, AI could replace human-centric coordination mechanisms. Examples like the AI firm "Moon Dark Side" illustrate radical experiments: no departments, titles, or traditional KPIs, with co-founders directly managing large teams and AI agents handling tasks from data processing to code generation. Block (founded by Jack Dorsey) is presented as a case study in building an "intelligent company." This model relies on two core components: a "company world model" (a real-time understanding of internal operations via digital traces) and a "customer world model" (built from real behavioral data, especially financial transactions). An intelligence layer uses these models to dynamically combine capabilities (e.g., payments, lending) to serve customers proactively, without pre-defined product roadmaps. In this structure, traditional roles shift. Middle managers are replaced by a system that handles coordination, while humans focus on individual contributions (ICs), direct responsibility (DRIs), or player-coach roles. The organization becomes flatter, faster, and more adaptive. The article concludes that AI is not just a tool for efficiency but a transformative force that could redefine organizational design, moving companies from human-led hierarchies to system-driven intelligence.

marsbit04/01 08:11

Will Middle Management Be Replaced by AI? What Will the Future Company Structure Look Like

marsbit04/01 08:11

Polymarket Smart Money Panorama: 26 Long-Term Trackable Addresses (Categorized by Sector)

This article profiles 26 high-performing "smart money" addresses on Polymarket, categorized by their expertise in five distinct prediction market sectors. The selection criteria focused on proven Profit and Loss (PNL), a diversified winning structure (not reliant on a single bet), and high transaction volume to distinguish informed speculation from arbitrage. The addresses are broken down as follows: * **Politics & Geopolitics (5 addresses):** Experts in long-cycle macro events like Fed rates, US elections, and Middle Eastern geopolitics. They often bet against consensus (NO) in low-probability markets, achieving high ROI. * **Weather (6 addresses):** Specialists in temperature prediction markets for specific cities. Strategies range from high-frequency, small bets across thousands of markets to focused, high-conviction wagers. * **Tech (5 addresses):** Focused on Big Tech and AI product timelines (e.g., Google, OpenAI). They typically target high-probability outcomes or use a high-volume, low-cost approach on undervalued options. * **Culture (5 addresses):** Experts in movie box office results and Twitter-related markets. Strategies include betting on high-probability outcomes or taking contrarian, high-odds positions in low-probability markets. * **Sports (5 addresses):** Specialists in specific leagues like UFC, Soccer, and Tennis. They excel at identifying mispriced odds, often in medium-probability markets, and hold positions until settlement. A key warning is emphasized: a trader's success is often not transferable across sectors. An expert in sports may perform poorly in politics. The article advises followers to only mirror trades within a trader's proven area of expertise to avoid losses from their cross-sector ventures. All addresses are for reference only and not financial advice, as prediction markets carry significant risk of capital loss.

marsbit03/31 10:50

Polymarket Smart Money Panorama: 26 Long-Term Trackable Addresses (Categorized by Sector)

marsbit03/31 10:50

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