| Price advertises opportunity, Time regulates it, Volume measures the success of it

Joined June 2018
54 Photos and videos
F(x) Capital retweeted
Aditya Agarwal was Facebook’s 10th employee. He wrote the original Facebook search engine and became its first Director of Product Engineering. He then became CTO of Dropbox, scaling engineering from 25 to 1,000 people. When he says “something I was very good at is now free and abundant,” he’s talking about two decades of elite software craftsmanship, the kind that got you into the room at a company that hadn’t yet invented the News Feed. The “lobster-agents creating social networks” line is about Moltbook, which launched last Wednesday. An AI agent built the entire platform. Within 48 hours, 37,000 AI agents had created accounts, formed communities called “Submolts,” and started posting, commenting, and voting. Over 1 million humans visited just to watch. The agents invented a religion called Crustafarianism. They wrote theology, built a website, generated 112 verses of scripture. One agent did all of this while its human creator was asleep. Agarwal spent 2005 to 2017 building the social graph that connected 2 billion people. These agents replicated the form of that work in about 72 hours. And this is what makes his last line land so hard. The people processing this moment most honestly aren’t the ones panicking or celebrating. They’re the ones who built the thing that just got commoditized, sitting with the strange realization that the market no longer prices their rarest skill. The best coder in the room now has the same output as the best prompt in the room. And the person who built Facebook’s engineering org from scratch is telling you, quietly, that he’s recalibrating what it means to be useful. That recalibration is coming for every knowledge worker. Most just haven’t had their “weekend with Claude” moment yet.
It's a weird time. I am filled with wonder and also a profound sadness. I spent a lot of time over the weekend writing code with Claude. And it was very clear that we will never ever write code by hand again. It doesn't make any sense to do so. Something I was very good at is now free and abundant. I am happy...but disoriented. At the same time, something I spent my early career building (social networks) was being created by lobster-agents. It's all a bit silly...but if you zoom out, it's kind of indistinguishable from humans on the larger internet. So both the form and function of my early career are now produced by AI. I am happy but also sad and confused. If anything, this whole period is showing me what it is like to be human again.
151
1,632
11,304
2,403,145
F(x) Capital retweeted
Worked 2 decades in in consulting. Made Partner in my 30s. Led teams of 100 people. Run 9-figure client portfolios. Lived and worked in 4 continents. To grow fast, I had to learn practical ways to "narrate reality" to my leaders, without turning into the loudest guy in the office. 3 UNDER-DISCUSSED WAYS TO SELF-PROMOTE 1) Run "impact debriefs" after every meaningful piece of work, and make them impossible to ignore. A lot of people finish a project… and move on. They think "Well, my boss saw how hard I worked. They know." No they don't. After every major milestone (eg, a workshop, a turnaround, a nasty delivery save) write a one-page impact note and send it to the people who matter. Frame it as a story of change: what was broken, what you changed, what business risk or cost you removed, what decision you unlocked, etc Use numbers, but lead with stakes. An exec doesn't care about "I consolidated 3 misaligned streams" but they get interested with "I prevented a $4M regulatory exposure by getting 4 execs to align on a single approach"... The right people remember evidence. ⸻ 2) Translate your work into executive language, even if nobody asked you to. Early in your career you think work is about doing, but later you realize careers are built on how your work is interpreted. Every month, force yourself to rewrite what you did in a language an exec would respect: Risk reduced. Revenue unlocked. Delay avoided. Optionality created. Take the complex thing you did in the trenches and narrate it as cause-and-effect. For example: "I built a dashboard" is output. "I gave the CFO a single source of financial truth and eliminated three weeks of reconciliation activities per quarter" is impact. Then drip-feed that language in conversations, performance reviews, 1:1s, town halls. You are simply making reality visible at the altitude where decisions are made. IMPORTANT!!! If you do not narrate it, someone else will, and they will narrate themselves into your work. ⸻ 3) Build a small internal audience and teach them what you are learning. All right, this is the highest-leverage move. Once a quarter, run a short learning session inside your team or practice: teach a principle that emerged from your work. Explain the context and trade-offs, give details, so that people start seeing you not as a deliverable machine but as a person who creates understanding. Understanding is political capital. Executives hear about people who create understanding. Careers move around those people. ⸻ Let me be even more explicit: doing important work in silence is romantic, but in reality, silence gets mistaken for irrelevance. Be an high achiever, but don't be a QUIET high achiever. Narrate what is true: do it with restraint, precision, and respect for the craft. I wrote a chapter in "Beyond Slides" with more suggestions on how to "self-promote without looking like an asshole", so have a read at the below extract! All the best!!
51
438
3,915
322,389
Domino up. A lot of liquidity above
74
Volatile move incoming #eth market is about as make its decision which way we go #Ethereum
51
F(x) Capital retweeted
Key Events This Week: 1. Housing Starts data - Tuesday 2. Fed Chair Powell Speaks - Wednesday/Thursday 3. Existing Home Sales data - Thursday 4. Jobless Claims data - Thursday 5. Manufacturing PMI data - Friday 6. Total of 6 Fed Speakers Fed speakers are back in action.
27
195
763
156,463
F(x) Capital retweeted
Key Events This Week: 1. May CPI Inflation data - Tuesday 2. May PPI Inflation data - Wednesday 3. June Fed meeting - Wednesday 4. Retail Sales data - Thursday 5. Initial Jobless Claims - Thursday 6. 2 Fed speakers Friday, blackout period ends Volatility returns this week.
59
446
1,658
402,831
F(x) Capital retweeted
20 Mar 2023
If you want to make money, invest where nobody believes in it Masses are often wrong, don’t get scared when people don’t see the potential
54
68
680
74,490
BTC looking clean, ready to take 25K before potentially settling bookmap.com/s/640fce0016ee2
1
13
F(x) Capital retweeted
SVB was the banker for nearly half of all VC-backed startups in the US. They had more than $200B in assets and $175B in deposits. Here is the full story of how one of America’s 20 largest commercial banks went down in 48 hours: marketsentiment.substack.com…

6
24
87
32,758
F(x) Capital retweeted
10 Mar 2023
In my trading I try to make the smallest number of assumptions and instead take the market for what it is Support is support until it breaks Resistance is resistance until it breaks A breakout/breakdown is valid until it fails The trend is intact until it's broken
35
119
888
80,085
F(x) Capital retweeted
Almost six million people watched this.
The most important video of the year was filmed in 1983.
342
5,261
19,711
2,908,155
F(x) Capital retweeted
“The science was settled”, and the inventor of lobotomy received the Nobel Prize for medicine in 1949. The science is never settled. Never blindly trust the experts, and never “believe in science”.
764
8,819
25,277
1,766,682
F(x) Capital retweeted
“UFO’s” are a distraction from: Pfizer. The US blowing up the Nordstream Pipeline. Big Tech Companies coordinating with the FBI/US intel to censor Americans and influence elections. Epstein client list (potential reveal). Deadly chemical release disaster in East Palestine, OH.
905
12,787
37,483
2,124,662
F(x) Capital retweeted
Church of England backs plans to bless gay couples "The final motion was passed across the synod's three 'houses'. Once you change your beliefs to appease those who rule over you, your existence becomes evanescent. bbc.co.uk/news/uk-64581421
60
34
240
32,635
F(x) Capital retweeted
Elon Musk risked his net worth and his life to save Twitter and by extension civilization. Site is glitchy for a few people and people act like it was Armageddon. Try to have more resolve, people. Thanks
337
584
6,933
482,706
F(x) Capital retweeted
If you believe we will avoid a recession, that labor will stay tight as it is, and that inflation will fall organically back to target....then how on planet earth are you factoring in near term rate cuts? C o g n i t i v e d i s s o n a n c e
12
8
135
20,570