Operator @ Venture5 & đźInvestor helping funds source & perform diligence on deals. â¨HERE TO SUPPORT FOUNDERSâ¨
Joined November 2024
- Tweets 5,232
- Following 506
- Followers 339
- Likes 10,899
167 Photos and videos
AI canât replace artists.
Friends donât let friends ride in helicopters.
RIP
1
23
I actually wrote the @ARKInvest twice about how unprofessional and terrible their trading was and offered to take over from what I assume must be a 20-something PM.
They never got back to me. Still a 0.75% expense ratio. What are you paying for?
14h
FWIW, Morningstar has called Cathie Wood the Worst "Wealth Destroyer" for investors.
"ARK, home of the flagship ARK Innovation ETF ARKK, tops the list for value destruction."
34
There has literally never been a worse traded ETF precisely because ARK sells positions when price moves lower and buys positions when the price moves higher. She is the queen of paper hands. Buy high and sell low.
To not know that means you are banned from trading stocks.
imagine fading the diamond hand queen @CathieDWood đ
21
We are about to find out if the oil market remains oversupplied despite all the rhetoric from the âphysical oil marketâ pundits over the past couple months. I suspect it is. In any event, I think the Fed is well-positioned to look through the oil supply shock if the deal holds.
I think the net inflation impact of the oil shock against an oversupplied oil market remains to be seen. And even if it shows up temporarily, I believe the Fed should look through a supply shock and cut to support a weakening US labor market.
Should I learn âwhistling Dixieâ? đŹ
7
3
55
13,726
Jun 13
Ok how do I get my agent to just take over all my personal inboxes
40
Jun 13
Well yeah. Streaming did this. The common experience of hearing songs on the radio is gone. Now you get a hyper-personalized playlist.
Jun 12
Russ speaks on the decline of hip hop, pointing out that the last monolithic rap hit was âNot Like Us,â which took Drake and Kendrick Lamar, the two biggest rappers, beefing to make happen đł
â..Before that, it was Roddy Ricchâs âThe Boxâ back in 2020..â
1
130
Jun 13
Holy shit I didnât get a chance to play with it yet @johnmgannon
Jun 13
As a result of a US government directive, we are suspending access to Claude Fable 5 for all users. You can continue to use all other Claude models.
Hereâs what this means for you:
Across Claude products, new sessions will run on your selected default model or Opus 4.8, and existing Fable 5 sessions will end with an error.
On the Claude Platform, requests to Fable 5 will also return an error. Please update your integrations to other Claude models.
We know this is a disruption to your workflows; we appreciate your patience and support.
1
49
Cournot competition is better than monopoly, but Bertrand competition is even better for consumer welfare. Is the beginning of the American AI involution or just a repetition of the cut-throat competition btwn the rideshare companies of the early 2010s?
MINI SITUATION RECAP:
OpenAI plans to undercut Anthropicâs pricing.
In light of massive Anthropic revenue growth and enterprisesâ desire to cut token spending, OpenAI is considering lowering prices across all its models. If OpenAI significantly cuts prices, it could eat into both Anthropicâs enterprise share and both labsâ profit margins.
4
3
28
6,569
Jun 12
I talked about this to my table at our Moves in VC dinner last October, but doubt anyone took me seriously! Iâve met a lot of VCs who are surprisingly averse to single stock picking. Which is kind of weird!
2 Jun 2025
Compute & storage demand would go parabolic once proper long video generation comes online (15min-1hr)
Lots of good memory (SSD & HDD) stocks can be picked up rn
2
105
Jeff Greenfeld retweeted
pre-seed rounds look clean from the outside. inside it's 120 seconds of signal on traction or the deck gets swiped left
4
2
48
5,318
Jeff Greenfeld retweeted
Jun 11
These companies have a median age at IPO of 6 years.
With the exception of Tesla, they raised $1â25M each.
Tesla is an outlier at ~$190M, because radical industrial tech requires more risk capital, same for SpaceX.
That said, relative to what they do, both were remarkably restrained.
~$100k per car shipped prior to IPO.
~$18M per rocket launch prior to IPO.
It used to be understood that an IPO was where a company moved up to the big leagues. Deep pools of capital, transparency, trust. Huge impact.
Today, most private investors behave like the IPO is the end of the line. The payoff. The end of the story.
It is insanely myopic and destructive.
2
4
25
2,767
Jun 11
If heâs right you owe him a substack subscription
2
3
2,370
Jun 11
Itâs been a couple weeks since @gethuxe shut down and I miss it.
It basically created an NPR-esque podcast about your inbox current topics you find interesting. I used to listen during my morning shower so I didnât have to spend my morning scrolling. Their music was right up my alley too.
Whatâs the replacement?
26
Jun 11
lol
Jun 10
Dreams do come true. Thanks @ycombinator
Community note
Y Combinator confirms this is not one of their companies. x.com/ycombinator/stâŚ
1
70
Jun 11
âFounders who orient themselves around a problem, rather than a solution, are more likely to succeed because solutions change all the time.â
Living rent free in my head
9
I still think this:
Plenty have made the "nothing stops this train" meme about fiscal spending funded by deficits. I haven't seen many making memes about "nothing stops this AI capex train" during this cycle yet. If you watch X alone, it's the most unenthusiastic and most skepticism filled bubble.
7
3
45
6,906
Jun 11
Doesnât matter how it was made, this is embarrassingly bad.
You know Bananas still happens. Itâs the spiritual successor to Project Blowed. Why is @XXL even covering this? Go send someone down to Lemert Park and cover some real hip hop.
Jun 10
Fenix Flexin's viral new song "Rubberz" has people convinced it's AI, but he says it's the real deal.
The Shoreline Mafia member released the Purps on the Beat-produced single on June 5, which finds his rhyming in a folk-music tone over a beat that sounds like it was pulled straight out of Miami Vice. People are positive that Fenix used AI and not his real voice on the song. However, on Tuesday (June 9), he responded to doubts about the track in the comment section of an Instagram post showing him performing the song on On the Radar.
"No sirrrrrrr, recorded same as all music I do!" he wrote. "Only difference Is auto tune reverb and me using my fake uk accent lol."
Fenix also denied the song is AI to Bootleg Kev. In an interview with XXL back in January, Fenix revealed he is working on revamping his sound.
3
1
318
Jun 11
Like, I guess this is just the editorial strategy now: TMZ but ârappersâ
x.com/xxl/status/20650939312âŚ
Even Lil Nas X wouldnât
93