Disrupt Ventures
4K posts

Disrupt Ventures
@Stackin_Sats
Investing in early stage companies. Discovering what people aren’t looking at. Long #bitcoin & #bittensor | Class of 2017

Venice Uncensored 1.2 is now live. Developed with @dphnAI, this model delivers the most uncensored version of Mistral 24B. Upgraded with vision support, a 4x larger context window, and stronger tool-use capabilities. Trained on Bittensor Subnet 4 @TargonCompute.




“Everything has changed, and nothing has changed.” That’s how Hustle Fund general partner Elizabeth Yin described the impact of AI on her job as a venture capitalist. AI is also changing how founders hire and how much capital they need, Yin added. Unlike capital demand, the need for trust in the startup world isn't fading. Ceel founder Ryan Mahdavi joined the show to discuss accusations that rival compliance startup Delve was promising more than it could deliver. If you wanted a primer on how venture investors handle due diligence, this is the conversation for you. Next, Brick founder Seb Sheng joined to explain how his startup combines hardware and AI to reduce operating costs for buildings and data centers. Finally, LeadPoet founders Gavin Zaentz and Pranav Ramesh dialed in to explain their startup, which uses the Bittensor network to collect and validate leads for its customers. Jason wrapped the show by explaining his bet on Bittensor’s token, which he said runs deep into the six-figures. (cc: @jason @alex @dunkhippo33 @hustlefundvc @RyanMahdavi @pepeleplutus @PranavRame96294) 0:00 Intro 1:18 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at Plaud.ai/twist and use code TWIST for 10% off! 1:32 Jason got a new Plaud pin 3:45 Elizabeth Yin from Hustle Fund on how AI tools have changed her workflow 9:21 How founders use AI to learn how to suck less 10:34 Sentry - New users can get $240 in free credits when they go to sentry.io/twist and use the code TWIST 13:17 Ryan Mahdavi from Ceel joins to explain the Delve SOC 2 scandal 18:39 Is Silicon Valley's "bend the rules" culture at fault? 20:38 Red and pink flags, and how investors can spot potential fraud 21:41 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at LinkedIn.com/twist 23:45 How to not do securities fraud: a simple guide 26:50 Ryan asks: How did the company get through diligence? 31:03 Northwest Registered Agent — Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at northwestregisteredagent.com/twist 32:25 Were there early warning signs about issues with Delve? 33:26 On Delve's use of tactical donuts 36:55 What about the Delve board? If there is one? 45:24 Seb Sheng stops by to tell us about how Brick Data saves companies massively on energy costs 49:38 Who are Brick's customers and how much are they paying? 54:16 Lightning Round: A quick history of Brick 56:02 Why Jason is so bullish on $TAO 56:45 Ro.co: Ro's insurance checker will let you know if your coverage includes GLP-1s for FREE. Go to Ro.co/Twist for your free insurance check. 1:01:12 Gavin and Pranav from LeadPoet explain how to actually buy a subnet 1:06:35 How do LeadPoet's "miners" track down the best leads? 1:13:09 How Bittensor subnets map to traditional startup forms 1:17:15 How can agents build up authority if they can't get hired for their first job? 1:18:09 Jason pulls back the curtain on his $TAO bet 1:21:03 Jason: "I think the game of Bitcoin has ended…" 1:23:22 Why Jason likes to place a bet, then learn 1:24:16 The inherent risks in crypto investment 🎥 Watch the full episode here 👇

On the @theallinpod this week, @chamath asked @nvidia CEO Jensen Huang about decentralized AI training, calling our Covenant-72B run "a pretty crazy technical accomplishment." One correction: it's 72 billion parameters, not four. Trained permissionlessly across 70+ contributors on commodity internet. The largest model ever pre-trained on fully decentralized infrastructure. Jensen's answer is worth hearing too.




$BTC #BTC a monthly pink diamond on Bitcoin would be a sign for me to go to the beach (although I'm already here). 🏝️ Will update the moment I see one!




Am i crazy to think this Ralph Wiggum crypto coin thingy is gonna pull the ai16z of this AI cycle on memes? The founder actually is into the crypto stuff The founder is trying to figure out how to make crypto make sense with it && it is arguably the most used loop feature of all of vibe coding. Am i bidding it? No, cause im an idiot But am i bullish on it? Yeah at the moment





And... We're off to the races. "Nation Building Port" Performance Today: $GDRZF +95.83% $AVAV +14.7% $CVX +5.19% $ASHM +5.2% $HII +3.82% $TRGP -3.14% I'm surprised Gold Reserve $GDRZF is only up 95%, given they're still a $333m MC with ~$8.1B in claims. Another surprise is that Chevron $CVX is only up 5% on the news that they basically own Venezuela's at this point as the last man standing. $AVAV performed better than expected, $HII performed on-par. $TRGP was a surprise on the drop. We'll see how this does later, as this probably takes some time to price in (and not everyone knows about these names).









