maturing is realizing that FTX was one of the best investors in crypto industry: > $500M in Anthropic would now be worth roughly $30.4B > $1B in Solana would now be worth roughly $5.1B > $648M in Robinhood would be $5.7B > $100M in Sui would be $1.2B > $1.15B in Genesis Digital Assets would be $3.5B > $700M in SpaceX via K5 would be $3B did some estimates and their total portfolio would be up from $4.7B to $52.5B which is a $47.8B in rise absolutely nuts

The most frustrating and lonely thing in the world is to be able to see something so clearly and beautifully in your mind, but somehow fail to get other people to see what you see.

OpenAi is moving into banking. I can respect building out their edge in these industries before many of the new startups tackling the same space and build out a feature moat. I wonder what's next.

A fairly large percentage of global payments volume flows through SWIFT bureaus. They are essentially the "tech" providers for super legacy financial institutions that don't want to/can't build connectivity to SWIFT directly. It seems like the same is shaping up for stablecoins. A bunch of providers essentially providing the same commoditised liquidity or on-ramp services for their local markets.

It's a good exercise to think of the massive markets that legacy inefficiencies create. Traditional money movement vs stablecoins is one of them. But so is HFT and getting sniped by people with more sophisticated setups. In a sense the markets are rigged to take advantage of retail.

With the proliferation of agents across every product we will probably see git becoming a standard everywhere and even expanded. Exciting!

I wonder where the obsession of LLMs come from to think icons next to everything = good. Most telltale sign of an being vibecoded

I wish more founders would dream & aim bigger. There's so much to build

More and more convinced every day that burnout was invented by some big tech PM. Since AI made tech 10x faster across every vertical you can also see that coasting is now not a thing anymore leading to less people burning out.

Brex coming to Europe feels like waving the white flag in the US. It still feels like a good move. They can absolutely clean up in Europe. The product is 10x better than anything in the market, it's not even close.

Dark/Light mode is always a distraction. At smaller startups it signals that you are focusing on the wrong thing, at bigger startups it just says you're losing the plot of what's important to solve for the customer.

Apple glass but the gl is silent. What a massive downgrade. You'd think with that many designers you could do better. Apparently not!

Shipping products and features that make you smile when you use them is a pretty solid approach to build great things.

AI already replaced mid software engineers and designers, they just just don't know it yet. Whenever you start from the right color scheme and structure for a page, it's going to crush. Bigger the model the better.

Best EU founder filter: do they ship on public holidays (we have a lot) or not. 99% get found out. Not working on major public holidays is weak sauce as a founder

Having hired over 50 engineers, I can say that the only thing that matters pre and post recruitment is pace. That's really it. It will continue to be the single most important trait in the AI dev/agent space as well going forward

Software engineering is becoming more and more like the growth function. How engineers use newer and newer tools will get them and edge in pace compared to the rest. Engineers already churn from one app to the next if the results are better. This will only accelerate.

2025 will be the year for single person startups. We will see experienced operators take in larger startups

Every SaaS product being built today should be built with LLM agent use in mind. Both in terms of docs being easy for agents to consume, but also all product actions laid out differently. Accuracy and speed on these workflows will set these products apart from the rest.

We don't have a Ramp for Europe. Nothing remotely comes close in terms of product coverage and depth for finance teams.