stop giving Dario all your money

Everyone is talking about it. Everyone is thinking about it. Everyone wants to do it. Everyone thinks everyone else is doing it. If they’re doing it, they’re doing it badly. AI coding is like teenage sex.

@Visa and @Brale announced our collaboration to explore SBC stablecoin settlement yesterday. While working on the Brale side, the focus was not only on stablecoins, but on scaling payments: settlement, privacy, and operational resilience. Thanks to @cuysheffield and Pete Wexler for the partnership! businesswire.com/news/home/2…

the most obvious AI/music idea is "Kid mode" auto censor explicit music so I can play it in front of kids. whose building this?

member of spiritual staff

damn. Ai coming for these jobs too

Member of the *Spiritual Staff

coming soon

Space launch was a clear case where there was a large difference in efficiency between what was possible and what was done in practice before SpaceX. A large part of that was due to everything being locked in to what (just barely) already worked, with huge risk aversion. WIth national prestige or a half billion dollar geosync satellite on the line, speculative engineering ideas that might result in a public debacle were not welcome. When failure is not an option, success can stay very expensive. You need to experiment to improve, and that fundamentally means being comfortable with failure. If you know it is going to work, it isn’t an experiment. I have long believed that nuclear power today is in precisely the same state as space launch two decades ago, but the even more pressing question now is if semiconductor fabrication might also be. On the one hand, Moore’s Law has been a sequence of heroic miracles of technology at the wafer fabrication level, grinding out hundreds of compounding small improvements. On the other hand, fabs are “too big to fail”, and there are elements of extreme conservatism at play. Intel’s “Copy exactly!” fab development exemplifies that mindset – instead of every new building being an opportunity to explore and optimize processes, it was deemed more valuable to just replicate. While each individual machine may be straining against physical limits of technology, it is possible that the systems orchestrating them all together could be far from optimal. The explore / exploit axis is fundamental to all decision making, but human risk avoidance probably biases away from optimal exploration.

The greatest works of fiction are written in Excel.

i dont know how long its gonna take, but one day we're going to learn that having access to good models doesnt give you an excuse to ship garbage products cannot wait

Personally, I prefer to think from second principles

The moat for AI isn't the model. It's context. @ay_o said it: teams that went deep to get high-quality outcomes in their core workflows — well-labeled, consistently documented — are better positioned to build better AI products than anyone else. Read it: writing.kunle.app/p/april-20…

claude code is really the 6th man of startups right now

strange that in 2026 you reserve an airbnb and then hte host messages you to go to another weird random site/url to sign a separate thing feels trivial to fix, but yet. .

"in claude we trust"

you misspelled "Prediction Markets"

10/10

Stablecoins are rewriting traditional systems of how money moves. Financial and payments leaders came together last week for A Very Stable Conference (Season 2) to explore the growing role of stablecoins in real-world enterprise use. We were proud to sponsor the 2-day event (alongside Refract Ventures), hosted by Lightspeed partner @arfrank with @kerrykellogg and @ay_o. A big thank you to the incredible speakers who shared their knowledge! The conversation made one thing clear: stablecoins are rapidly moving from the edges of crypto into the core of global payments infrastructure. We’re excited to continue supporting the builders, operators, and investors pushing this ecosystem forward.