Mood

Unpopular opinion: Kids do NOT need electric bikes. They need to move their bodies. The point of riding a bike was never to get there faster. The point was to pedal.
To sweat.
To be outside.  To be free To actually use the body they were given. We keep removing every ounce of effort from childhood and then wonder why kids are anxious, weak, restless, and unhealthy. Ride a bike. A real bike.

I want to see this movie

the best product we built at ramp was the culture - this is the best articulation i've seen yet from krish @krrishd

As I wrote this, I saw X go into meltdown over tokens. You've seen the headlines: “Uber blows yearly AI budget in just one quarter.” “Meta employee burns 281 billion tokens in April.” But, the problem isn't spending. Spending works. Since 2023, the top quartile of our AI spenders doubled their revenue. The bottom quartile? Flat. It's blind spending. We don’t know which spend worked. A sales team has qualified leads. A support team has resolved conversations. These are units you can measure against. All a token tells you is the meter ran, not whether the work was worth it or not. Finance says, “half the budget,” engineering says, “double it” and you don’t know who’s right because there is no shared language of value. There’s no attribution, and no attribution means no allocation. For example, right now, all work, no matter the size or shape, defaults to frontier models. But meeting summaries and calendar updates don’t require GPT-5.5 Pro. In isolation this seems trivial, but re-route just 10% of a $10M AI bill from frontier to GPT-4 level intelligence you’ve saved nearly one million dollars. This sounds like a made-up stat — it’s not. It truly is that much cheaper. This is the future of finance: not blindly rubber-stamping or rejecting AI spend, but allocating it with the same rigor companies apply to headcount.

vc twitter

Three college best friends, @Arushj01, @PranavAPillai, and @vinaykasat_, set out to rebuild systems that felt stuck. Years of collaboration turned into conviction, and from that conviction came @ModusAudit. We’re excited to lead Modus’ $85M Seed & Series A. Modus is rebuilding audit from the inside out. They invest in and partner with audit firms, deploy AI that improves audit quality, create a high-quality customer experience, and translate automation into new business. By rethinking audit at its core, they’re redefining what scale and quality look like in one of the most trust-critical industries. We’re proud to continue backing them on this journey. CC: Lightspeed partners Isaac Kim, Amish Desai, Alexa Boghosian, @jmover

This is underrated/ under appreciated 3d chess for Stripe 👏

Today, Axiom Trust Company is launching publicly with $11.8M in funding led by @lightspeedvp, with participation from @WischoffVC, Runa Capital, SNR, @immad, Primetime Partners, and @thefintechfund. Trust administration is the last undigitized layer of financial infrastructure. The industry still operates on PDFs, email chains, and institutional memory. $2.5 trillion in wealth flows through trusts and estates every year — and that number is only growing. Axiom Trust is the infrastructure layer for the Great Wealth Transfer. Full story in today's @axios article from @ShenLucinda. Link below. @arfrank @jmover @seisler1 Katherine Zhang @NWischoff @dropalltables @mfanfant Abby Levy @peter @anothercohen @NikMilanovic @victoriatr @aaronlarue @hoomanradfar @Sikes_ @dhatkoff @TheRideshareGuy @nickabouzeid @jenny_colgate @dbkahn @NealMintz1 @ai_luce @robbiefigs

Check out the Radius Network, the highest throughput payment system the internet has ever seen. Proud to be supporting @RkBench and the team at Radius

Seamless, Smooth, & Fast. All from the comfort of your home. This isn’t the future of used EV sales / purchases, it’s the NOW. @plugmotors

Will’s on a heater “Notion could only produce the sensation of organizing. But an LLM can produce the sensation of anything.” 🔥

.@PlugMotors is building the marketplace infrastructure for buying and selling electric vehicles, purpose-built for EV transactions across dealers and commercial partners. We’re proud to lead their $20M Series A announced today. Congratulations to Founder & CEO @JimmyDouglas and the entire Plug team on building EV-native tools that bring speed, clarity, and confidence to the used EV market. Cc: Lightspeed Partners @jmover and @katkzhang

Stablecoins used to be considered experimental. That's no longer the case. Big congratulations to Lightspeed-backed @raincards on raising a $250M Series C. In under a year, Co-Founders @rooqster and @cnaut drove a 17x valuation increase, reflecting their execution and growing momentum behind stablecoin-powered payments. With $3B in annualized transactions across 200 partners, this funding will help Rain scale globally, deepen its platform, and invest in new products that redefine how payments work worldwide. Cc: Lightspeed Partners @arfrank, @jmover, and @ravi_lsvp

Introducing the Arc Builders Fund Backing teams building the next wave of real-world financial apps and services on Arc, the Economic OS for the internet. The Arc Builders Fund provides capital, an investor network, and direct access to Arc’s core teams, helping builders go from first deployment to product-market fit faster. Whether it’s credit, FX, payments, or agentic commerce, we’re looking for teams solving problems that demand Arc’s unique architecture: → Deterministic sub-second finality → Low, predictable stablecoin-based gas → Opt-in configurable privacy Build the next era of finance with us: circle.com/blog/introducing-… Note: For informational purposes only and not related to fundraising. “Arc Builders Fund” is a Circle Ventures corporate initiative; no fund or vehicle is being formed. Circle Ventures is not an investment adviser or broker-dealer. Investor Network members make independent decisions.

Announcing Instant Treasury 🚀 Turn platform float into treasury revenue - and settle users instantly into your branded stablecoin balance. Instant Treasury combines @CoinflowLabs card rails with Brale’s stablecoin issuance reserve infrastructure as one unified stack. 👇

.@flowglad is an open-source, zero-webhook payments provider. Their full-stack SDK lets you check customers' features and usage credits in real time, based on billing state. And their AI generates a setup prompt for your pricing model and stack, so you can one-shot payments. ycombinator.com/launches/P0L…

Today we’re launching Automations - automatic onramps that turn ACH & wires into stablecoins on 20 blockchains. Unique account & routing per customer. Fiat in, stablecoins out. Starting at $0.25/month and 0 bps. 🧵👇

Stablecoins for everyone

Is @boardisfun the future of game nights? "Our screen uses embedded AI to detect not just an unlimited number of fingers touching the device, but also physical game pieces." "What it enables is people to use physical pieces as a controller to interact with the digital screen." — Board CEO @BrynnPutnam Full episode: thein.fo/3M99PMV