šŸ’° Co-founder @MezziApp - Modern wealth management with AI. Learn more at mezzi.com. āŖ Prev @TrilogyEquity @jpmorgan.

Joined February 2010
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2025 was epic. 2026 will forever change the industry.
We crunched numbers. 20,000 hours saved in 2025. 2025 was an epic year for @Mezziapp. In the past 12 months, Mezzi evolved from a portfolio tracker into an AI-powered wealth platform that helps you manage your wealth without handing over your assets to a stranger. We consistently hear from our Members that they feel more educated, more in control, and have greater peace of mind with Mezzi. And they accomplish all of that while: āœ… Saving time—nearly 20,000 hours saved in 2025 āœ… Getting AI insights for all their accounts whenever they need it āœ… Keeping control of billions in collective assets without handing them over to a stranger Here’s the 2025 recap: šŸ¤– Mezzi AI got more personal You can now tailor Mezzi AI with goals, retirement plans, and investing preferences for more relevant answers. We’ve also expanded model options (including Gemini 3 and GPT-5.2) and meaningfully improved the accuracy of Mezzi AI. I've personally been using the Gemini 3 models for complex questions about portfolio rebalancing, and it's been incredible to see how much more nuanced the answers have become. šŸ’» Mezzi on the web We launched the desktop web app so you can review and act from a bigger screen. Expect major web improvements in early 2026. šŸ  Full net worth coverage Your net worth isn't just your brokerage accounts. We added support for real estate, vehicles, and loans. Plus, manual entry or AI document scan for assets that don't link automatically (like that rental property or your art collection). ₿ Crypto We introduced support for live tracking of crypto portfolios—connect Coinbase, Kraken, Robinhood Crypto, and more through Snaptrade. šŸ¦ Expanded brokerage and bank support We expanded coverage through Snaptrade and Plaid. In 2026, we'll be adding additional aggregation partners to broaden support beyond the thousands of financial institutions already supported. šŸ‘„ Collaboration Collaborators can have their own AI conversations. Great if you and a partner have different perspectives on managing finances—Mezzi AI can be a helpful mediator when you disagree on whether to sell that Tesla position. šŸ”— Mezzi MCP You can now access Mezzi directly in ChatGPT. šŸ“Š Data improvements We did extensive work to improve data accuracy across Mezzi. This powers everything from flexible asset allocation views to tax optimization to real-time stock prices—making Mezzi AI more reliable than ever. šŸ“ž Member calls Best of all, our team has held calls with the majority of our members. It's been wonderful to meet you all and determine how Mezzi can immediately address your needs. We're looking forward to thousands of these calls in 2026. Sign up for one today! We've got some exciting things in the works in the next couple of months (and yes, we're holding back some surprises): More proactive prompts for taxes, drift/rebalancing, and retirement checkpoints *Deeper personalization so guidance reflects more of your full picture *Voice so you can talk to Mezzi, not just type *Upload files to Mezzi *Backfilling transaction history
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Be technical in ways that matter for your business
It seems a mistake to call oneself a "non-technical founder." You're treating not knowing how to do something as a part of your identity. Surely it's better just to fix that.
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I think a lot of public companies, including ones based in Silicon Valley, are extremely behind the times. Chatting with a friend in marketing and he can’t get permission to use any tools other than Gemini. That’s literally all he’s gotten to test despite a variety of tools in the market. And it’s not like it’s access to Veo, just Gemini. And despite significant headcount reductions in his dept. and this company’s stock is up massively over the past year . The issue here is delayed learning. Delayed experimentation. Why would this still be happening at a >$100B Silicon Valley based tech company? This is only like $1-$2k incremental spend per employee.
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ā€œCompanies need to turn their workflows, domain knowledge, and accumulated judgment into AI systems that improve with each use.ā€ @satyanadella
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FSD is amazing. The way it handles four-way stop. Pulling over so that a cop can pass . It does these better than most human drivers.
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"like traffic in India" 🤣
People engage in conspiratorial discourse, because it offer the reassurance of hidden order. A grand strategy, 5D chess, someone pulling the strings, etc. Truth is, nobody is fully in charge, everyone is making it up as they go along, and somehow the system still produces outcomes. The world is like traffic in India: chaotic, unpredictable, and seemingly ruleless, yet somehow it functions. šŸ¤·ā€ā™€ļø
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I married well. Life just referred to third quarter of Knicks game as ā€œQ3ā€
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The next best thing to touching grass is touching food. Done right, cooking can actually be very therapeutic.
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Congrats to the millions of Americans that will own $SPCX through $QQQ in two weeks!
It's common to chase hot IPOs. Should you? x.com/makeitjain_/status/206…
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What’s the point of bookmarks if you can’t find them?
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Jensen Huang said: ā€œI don’t know how to teach resilience except for I hope suffering happens to you.ā€ Jensen, I know the answer. We need more children playing sports. Nothing wrong with video games, learning coding early, etc. But, sports teaches resilience in a competitive world perhaps better than anything else. Competitive sports comes with suffering. Exhausting practices, losing, getting knocked down, missing the cut, having a coach yell at you, etc. Get your kids into competitive sports!
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Yep
contrary to the default reaction on this little website, this is absolutely incredible news for anthropic. i mean obviously yes, the operational disruption is real. but public & world perception wise, this could not be a bigger home run. could be a grand slam type situation. the fucking united states govt just looked at their model & effectively said.. yeah this shit is too powerful. you simply cannot buy that kind of aura. it elevates every other product by the company & it instantly reframes anthropic’s work as strategically significant, nationally relevant, & qualitatively different from the rest of the field. there is not a single institution on the planet that can buy or orchestrate this type of significance. absolutely ridiculous.
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There is no better place to learn in real-time than @X
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Manish Jain, CFA retweeted
I estimate half the people who saw my tweet below still haven’t checked out this @bchesky episode with @patrick_oshag so here’s a reminder to every product person aiming to operate at the highest levels of their craft: if you listen to 1 episode this whole year, make it this one.
This recent @bchesky podcast with @patrick_oshag belongs to the hall of fame of tech podcast episodes. Very likely the deepest founder conversation after the Steve Jobs lost interview in the 90s. Currently it has 90k views; it deserves 100X more views. youtube.com/watch?v=eURcW5_u…
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Who says America doesn’t like futbol? You don’t see these viewing parties across the country for any other sporting event.
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It's wild that @SpaceX will officially be #3 or #4 on this list of $QQQ top holdings in 15 days.
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One of the largest wealth management firms in the country plans to serve its <$1M clients with AI, while those above get a human advisor. See what it's doing there? It's saying those clients still aren't worth a human advisor's time. They get the AI. The real clients get the humans. This is the same gatekeeping, just repackaged. At @MezziApp, we don't draw wealth cutoffs. Not at $1M. Not at $10M. Not anywhere. We don't serve you based on your net worth. We serve you based on the problems you have. Tax optimization. Retirement planning. Asset allocation. If you have problems we can address, you're our customer. Period.
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No one is going to give you anything. Now maybe more than ever?
I think about this video often
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Pancakes for dinner is so underrated
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