The Rise of the Neo-Integrator
Robot learning is shifting the economics of automation deployment from traditional systems integrators toward vertical Neo-Integrators.
I'm Avi. I deploy robots.
Before this, I was the CEO of crypto startup (=nil; Foundation) and the top-performing investor at a top-performing venture fund (Delphi Digital).
I've also been a bicycle mechanic, barista, barback, demolition construction worker, gym sales associate, software consultant, bagel maker, Python tutor, local news videographer, options intern at CME, babysitter, and roof snow remover.
Projects
Articles
VLAs vs VAMs: The Architectural Split Defining Robot Foundation Models
Two ways to build robot foundation models — VLAs inherit semantic understanding, VAMs inherit physical dynamics. The distinction is a potential paradigm shift.
Why Robotics Is Changing
Robot foundation models are transforming robotics economics — from caged machines to generalizing systems that learn.
Programmable Privacy and The Rebirth of UTXO
The race for programmable privacy has come full circle back to the UTXO state model.
Alt-Season: The Edge
Where crypto capital flows when the dam breaks — and why The Edge is where alt-season hits hardest.
The Maturing Zero-Knowledge Stack
A framework for ZK developer platforms, proof systems, and the path to ubiquitous verifiable computation.
Multimedia by Default
Generative AI makes content fluid — noise increases, signal becomes valuable, and information becomes multimedia by default.
Web3 is...
A mental model for understanding Web3 as the internet's cultural renaissance — beyond just crypto.
AI Thoughts
Early observations on generative AI, workflow optimization, and the strange rise of AI intimacy apps.
Invention, Intention, Implementation
A reflection on how we overvalue ideas and undervalue implementation — and a resolution to be more intentional.