chris muscarella

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chris muscarella

chris muscarella

@cm

Intersection of Emerging Market payments, stablecoins, and credit. CEO Double Sharp; Partner @timoncap; Iron Man @thefieldcompany

astral projection Beigetreten Aralık 2006
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Jay Anderson
Jay Anderson@TheProjectUnity·
The heart is not a pump. Or rather, it is a pump in the same way that a smartphone is a flashlight. Yes, it performs that function. But it is so much more. The heart possesses its own intrinsic nervous system, containing approximately 40,000 sensory neurons, called sensory neurites, that form what cardiologists now call the heart's "little brain". The heart generates the largest electromagnetic field in the body. Its electrical field is approximately 60 times greater in amplitude than the electrical activity generated by the brain. The magnetic field produced by the heart is more than 100 times greater in strength than the field generated by the brain and can be detected up to three feet away from the body in all directions using SQUID-based magnetometers. HeartMath Institute research has demonstrated that the timing between pulses of the heart's magnetic field is modulated by different emotional states, and crucially, that these magnetic signals have the capacity to affect the physiological systems of individuals around us. This is not metaphor. The heart broadcasts electromagnetic information about your emotional state into the environment at the speed of light, and the nervous systems of other people act as antennae, tuned to and responsive to these signals.
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chris muscarella
chris muscarella@cm·
Glimmers at the edges of what abundance could be… “When a building becomes a financial product wrapped around a construction process and a regulatory regime, its design and material choices often conflict with the short-term hold periods embedded in modern capital structures”
Nick Durham@pnickdurham

Last year, we invested in @Monumental_Labs. They use AI and robotics to reduce the cost of stone fabrication by 90%. Construction tech is our game and while I think what they are doing with art and sculpture fab is amazing, the bull case for ML imo was doing building scale construction with stone. Essentially, reviving a dormant material type for type I construction to compete directly with steel and concrete. Before investing, I had to answer a question that's been nagging me for years: exactly when and why did we stop building with natural materials like stone? Where did beauty in our built environment go to die? It's mostly always been an economic story.

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chris muscarella
chris muscarella@cm·
@cpaik And excited because one of best engineers / product folks I know is building it— not just a fantasy
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chris muscarella
chris muscarella@cm·
@cpaik Broadly agree— but one of the products I'm most excited about is effectively an AI chief of staff for parents managing kids / household / etc Pretty sure my kids school sends more emails per week than many people in business get :/
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Chris Paik
Chris Paik@cpaik·
“Hey Claude, watch Love Island for me” -said no one ever No one wants to automate leisure, which is what the vast majority of consumer behavior is. This is why IFTTT failed while Zapier (B2B productivity) succeeded.
yoni rechtman@yrechtman

Growing suspicion that there are vanishingly few use cases for consumer agents. People don’t do work in their personal lives. The only people who do are sf dorks using spreadsheets to plan trips to tahoe

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Richard Chen
Richard Chen@richardchen39·
Overcrowded stablecoin opportunities: - Consumer neobank - Stablecoin orchestration - Merchant accounts Uncrowded stablecoin opportunities: - Non-USD stablecoins - Onchain FX - Programmable credit (e.g. trade financing)
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chris muscarella
Wild. Thought this only happened with startups...
Toby@TomolaGroup

A publicly listed Nigerian salt company just put out a public announcement begging its biggest shareholder to please call them back. Union Dicon Salt Plc, listed on the NGX, says its largest shareholder, a Brazilian firm called Aims Limited, owns 64 million shares which is 40% of the entire company. And they can’t reach them. At all. They’ve tried multiple times over a prolonged period and got nothing. So the Company Secretary literally published a notice on March 3rd asking Aims Limited to contact them via their office in Kirikiri, Lagos, or call his phone number or email him. A whole publicly listed company is out here posting “please call me” to the entity that owns 40% of it. Quick history. This company was founded in 1984 as a joint venture between Aims of Brazil and Nigeria’s Defence Industries Corporation. Aims was the technical partner with 40% ownership. The company processed and packaged raw salt until it was shut down temporarily in 1988 then merged with Union Salt Limited in 1991 to become Union Dicon Salt Plc. Now here’s what makes this matter. A 40% shareholder has serious influence over board appointments, strategic decisions and shareholder voting. If they can’t be reached, the company can’t hold proper AGMs, can’t get key approvals and governance basically stalls. Meanwhile the stock is up 141% year to date. Went from ₦6.90 to ₦16.60. Up 68% in the last four weeks alone. Somebody owns 40% of a company gaining 141% this year and can’t be found. Nigerian stock market will never bore you.

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chris muscarella
chris muscarella@cm·
There are so many important things wrapped up in this... where do intuition / vision come from; what should education mean; what does Instagrammification of easy pretty places mean when applied to geographies of 'intelligence'; what does it mean for a human to push the frontier?
nxthompson@nxthompson

I love this metaphor from Terence Tao—widely considered the world’s greatest living mathematician—about one of the drawbacks of using AI to solve hard math problems. theatlantic.com/technology/202…

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chris muscarella
chris muscarella@cm·
Re: banks fighting about yield / deposits… yesterday’s war. Not clear to me that the concept of ‘deposits’ is all that relevant five years from now
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chris muscarella
chris muscarella@cm·
Genuine question: where are people putting token expenses in their P&L? I want to see it alongside SG&A (probably won't care about that in ~2-3 years). I care about cost per token. But then some token usage is R&D and others are "production" that you want to cost optimize.
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chris muscarella
chris muscarella@cm·
Trading and writing whitepapers and memos with people in AI and folks in fintech/crypto that have built $1T+ daily systems is fun. Technology is thrillingly fun again
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