Investing @dragonfly There are no solutions, there are only trade-offs
Joined April 2023
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Best if Jensen disappears for a bit and make a second act return
Study Steve Jobs, Sam Altman, Bob Iger
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First Mithril Medicine and now Odessia, showing that slim and fast agent-first startups will eat at incumbents from the bottom up
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Mag7 will buy everything the neoclouds own except the neoclouds themselves (no one wants their financial obligations)
Alphabet’s Google has bought out Crusoe’s data center site in southeast Wyoming, opting to take on the project itself after the AI computing upstart failed to lock in customers bloomberg.com/news/articles/…
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Replies are reminiscent of the first BTC leg down in Jan-22
The regime shift means it’s going to be very easy for investors to get burnt applying frameworks that worked for the first part of the cycle to the next.
Our 10th State of the Themes is about how we intend to avoid that.
citriniresearch.com/p/state-…
Real ones know this was the true hyperliquid bull case today
I have just informed my colleagues that I will step down as @ECB President on 7 February 2027.
It has been a source of great pride to serve this institution.
I thank all of those who have supported me on this journey over the past seven years.
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AZ retweeted
finally breaking my twitter silence - I've joined @dragonfly as a partner in nyc
excited to work with this unreal squad:
@HadickM @hosseeb @tomhschmidt @contrarycap5 @0xelton @0xsudogm
backing the future of money, markets, and intelligence
At a time when the memecoin trenches are not as active, Papertrade makes a good case for where excess spec capital should flow
It is also inherently designed for a different kind of user vs. other perp dexes focused on swing trading, hedging or mm'ing
The average papertrade user is locked in on the 1s chart and pushing higher turnover of trades
Of course there will be periods of competing flows but papertrade is a new form of on-chain speculation and thats valuable
(Assuming LP doesn't accrue too much bad debt and it blows up)
I was at this store last year and Pete Davidson walked in, they offered him two free tickets to their world famous weekly magic show. Lol
Just drove all the way to Brooklyn to check out this store I thought looked really rad and had a few things in mind to buy and literally was looked at as if I couldn’t afford it and was told he could find something comparable for me. Wow, dude. You’re an idiot and just lost a huge sale. But y’all should go check out Art of Play in Brooklyn if you enjoy being treated like Julia Roberts character in Pretty Woman. For sure, check it out 👎
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AZ retweeted
We are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows.
Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.
I'm excited to join @DragonflyVC on the investment team
For years crypto has been the driving force in my life
I've become a clearer thinker, because permisionless capital aggregates around the best ideas and what drives attention
I've met countless new people both online and off, some of whom I'm lucky to call my closest friends
Crypto represents the most pure, reflexive form of capital markets, and I strongly believe the most transformational companies, products and protocols will follow
Working with @HadickM @hosseeb @tomhschmidt @KawageboF47481 @0xsudogm @0xelton and the rest of the Dragonfly team is an honor, one which I am very grateful for
AZ retweeted
There are a number of incredible low-margin consumer services that have massively grown their operating profit (and their valuation) through an in-product advertising business:
- Amazon: ~$80B
- Uber: ~$2B
- Doordash: ~$1B
- Instacart: ~$1B
It'll be interesting to see if this creates a modern form of the innovator's dilemma, i.e., enabling agentic use (which is unequivocally pro-customer) cuts deeply to their bottom line, creating opportunity for those that don't rely on ads for their operating profit (e.g., Shopify).
