Founder & CEO @subvisual (#web3 Product Studio) 🧠. Founding Partner @ @lightshift_xyz⚡️& Partner @ @Sumcap 🧑🏻‍🌾.

Joined December 2008
172 Photos and videos
Excited to be backing @tiagobnova and the amazing @novadotmarkets team! Congrats on the fundraise 🤘🏻
We're thrilled to announce our fundraise. We're grateful for the continued support of the new and existing backers building alongside us, @wintermute_t, @robotventures, @BigBrainVC, @cumberlandsays, @GSR_io, @greenfield_cap, @hash3xyz, @bodhi_ventures, @Kairos_Res and more.
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I did not expect to be reading a Papal encyclical and debating it this much, but here we are.
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The major question about stablecoins, if they get adopted at large, as I expect they will, is where the backing dollars actually land. If they go into central-bank reserves, are private issuers the only thing separating us from tokenised central-bank money?
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Another amazing piece by @Sumcap ❤️
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New article up. It's about what a company being "AI-pilled" means, something I'm becoming more interested in. The ultimate question, I think, is how you can build a competitive advantage by using the same toolkit everyone else has access to. I'll link it below 👇
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This rings true. AI doesn't really map well to what came before. It's better to rethink from first principles than to just try and figure out where it fits.
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Let's say AI cracks the Shor circuit-optimization barrier and Q-day arrives before anyone is ready. Who decides what Bitcoin is and what to do with it? It's a very interesting question and @nic_carter published a fictional novella speculating about it. I'll share below 👇
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Quick reminder that I started a Subst*ck. You can subscribe now and not miss the second article, which is coming up soon.
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Tomorrow, Coimbra. Come build 🚀
🌟 Starbase Coimbra Starbase keeps moving. Next stop: Coimbra, co-hosted with @PinkRoomDev. Full-day open workspace for builders. Bring your laptop and whatever you're building. 📅 April 24, 9:30-18:00 GMT 1 📍 Pink Room Office, Coimbra RSVP 👇 #Web3 #Blockchain #Coimbra #Web3Portugal #BuilderCommunity
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Roberto Machado 🧠 retweeted
Deep Space Edition #1 lineup is confirmed 🌌 Two roundtables on how AI is reshaping financial services. Roundtable 1: @f (@snyksec) · @miguelamaro (@getcoverflex) · Miguel Silva (SIBS) · @João Freire (Start Ventures) Roundtable 2: @rmdmac (Subvisual) · Jordan Lawrence (@Damisaxyz) · Paulo David (AmFi) · @reirabeloficial (@MercadoBitcoin) We’re starting a little bit earlier than we previously announced: 17:30-19:30 at Pink Room, Coimbra, April 24. Spending the full day in Coimbra? Starbase is happening at the same venue during the day. Register separately 👇 #AI #Fintech #Coimbra #Web3Portugal #BuilderCommunity
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So, I took the plunge. I started a S*bstack. I called it Building Companies and I'm going to start writing about the things that capture my interest whenever I feel like I have something to add to the swirling vortex of discourse. I started with some thoughts on why seed-funded companies are struggling to raise further capital. The conventional wisdom says that we have learned nothing about how to make startups successful, but I think it may just be the other way around. You can find the post on the tweet after this one. Subscribe for more.
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Good morning, gents. X's head of product tells us that links are no longer getting murdered by the algorithm. Let's give it a try. Come to Coimbra. Let's build together, get to know each other, do cool things 🚀 luma.com/eyhh2wlt
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Roberto Machado 🧠 retweeted
Agents Day Braga is a wrap! 🕵️‍♂️ Thank you to everyone who showed up to work and to those who shared their knowledge through workshops: @0xdavidesilva on Agentic Development, Mário Alves and @thatCarlosM on Devs-GTM, and Simão Nogueira on cloning OpenClaw to run in the cloud for thousands of users. Congratulations to the winning project, Polycenas, on an amazing Reddit-style multi-agent simulation for Polymarket prediction markets. Thanks to @LayerXlab and @TalentProtocol for co-organizing. See you at the next one. #AgentsDayBraga #DevsPT
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I'm as big on AI as anyone, but I strongly dislike top-down mandates. Goodhart's law remains true for token usage, Anthropic bills and anything else related to this matter.
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Roberto Machado 🧠 retweeted
Portugal should follow suit @LMontenegro_PT @sedmadigital
Generally critical of France's complex bureaucracy, but the entire government moving to Linux, releasing tax-filing skills for Claude, MCPs for government data access, ... is very exciting
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If product shipping was a sport, watching Ramp, Anthropic, Stripe and few others ship stuff nowadays is just epic shit. Mesmerizing.
Introducing Latent Briefing, a way for agents to quickly share their relevant memory directly. Result: 31% fewer tokens used, same accuracy. Multi-agent systems are powerful, but can be wildly inefficient. They pass context as tokens, so costs explode and signal gets lost. We built an algorithm that allows agents to communicate KV cache to KV cache.
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