Matei Olaru

AI is the digital Industrial Revolution.

@kenanhsaleh @a16z @speedrun 15 + cya @ the SF Cafe next week?

I'm opening my calendar for 1:1 office hours today and next Friday Applications for the next @a16z @speedrun cohort open next week - come AMA before they do. Happy to chat about your idea, fundraising, or application strategy Reply and I'll DM a Calendly link for 15-min slots

The fact that these 2 tweets are side by side on my feed tell me everything I need to know about what to do in my life @chamath and @BoringBiz_

Intelligence trained on your data will be the new moat.

@moondrencht Wilson

Today, we're proud to launch Wilson to the world – your very own legal superagent. Think Cursor for legal contracts. To celebrate our launch, we're giving away a month of our Pro plan for free -- comment "Wilson" and we will send you a promo code. No waitlist -- try Wilson today!

@conor_ai yeah this is common -- sunset clauses, triggers like children or giving up income

pre-nups for marriages should have a vesting schedule and cliff just like cofounder equity 50% ownership from day 1 is insane

Still think about this amazing video from the dotcom era

@TarunAmasa @OpenAI exited team of Valley founders: we've been doing financial analyses as we consult on AI transformation for boring businesses and would love to give this a spin for IRL problems and businesses

It’s official. We’ve raised $14m led by @OpenAI Startup Fund to bring AI to Excel. Endex is the first AI agent to live inside Excel. For the past year, we've been working with financial firms. Today we’re releasing it to the world. Our capacity is limited; comment below for an early invite 🧵

@awilkinson @KeithSakata @perplexity_ai Models are intelligence. What’s the moat between you and I, as “intelligence”? Applications. The idea that wrappers aren’t moat-able misses the first principle.

@KeithSakata @perplexity_ai Agree with you on that. That's the big question. Without their own models, what do they have other than an amazing wrapper?

Ok, @perplexity_ai. I may have unfairly dismissed you. You have my attention. comet.perplexity.ai

@balajis @RayDalio 2cents please

From the 2024 Financial Report of the United States[1] comes the understatement of the century: > The total resources needed for all the programs sums to $175.3 trillion in PV terms. This need can be satisfied only through increased borrowing, higher taxes, reduced program spending, or some combination. Translation: the average American's assets are the government's collateral[2,3]. Because US citizens have freedom of speech, and the right to bear arms, but no amendment that establishes a max tax. As such, their assets will be seized to pay for their profligate state. Much of that may be via inflation, but you should expect direct seizure as well, like Executive Order 6102. It's just past time to be extremely realistic about what's coming. The point of no return was passed long ago. Because countries do go bankrupt, just like companies do. And it's bad. There was a lot more shooting in the fall of the USSR than in a typical corporate bankruptcy. But it'll be worse if you're endlessly romantic about it, and aren't prepared for what's to come. [1]: fiscal.treasury.gov/files/reports-… [2]: balajis.com/p/all-it-takes… [3]: balajis.com/p/americas-175…

The US is broke. The real debt is $175T+. And @elonmusk is 100% correct on the numbers. But the difficult step is the logical conclusion. There is no fix. It's a writeoff. A national bankruptcy. And the default will be in the form of money printing.

@RayDalio Great stuff. Thank you

@benjamincowen @RaoulGMI @eddyout_ @grok explain

@RaoulGMI @eddyout_ Any chance you could elaborate on why? In the last 3 market cycles, BTC topped 18-30 weeks before global M2 topped. So clearly BTC was able to sniff out where M2 was going before M2 actually went down. Happy to be proven wrong. Thanks!

As always, @benjamincowen delivers some thoughtful insight into things. What do you think, @RaoulGMI? youtu.be/wWLGTouVRWk?si…

@perplexity_ai and @AravSrinivas reverse the change to news. Plex finally moved people away from reading headlines as “reading articles” and now you’re part of the problem. Seeing a preview of the news story was far more compelling to click and read, vs just doom scroll headlines.

I’ve had less productive meetings than this.

@DavidSacks This by @RayDalio can’t be missed

Most important books for understanding current international situation:

@jeremyyamaguchi @SievaKozinsky which VCs? dm open we have stuff to chat about

@matei_olaru @SievaKozinsky We have raised exclusively from VCs

@altryne isn't this it? ninjachat.ai

I'm a simple man, I want a local macOS chat client, where I can select any of the frontier LLMs and add as many MCP tools (or MCP toolboxes) and chat with them. I don't want to use ClaudeDesktop. I want to be able to use my Anthropic API keys instead. I don't want to use @windsurf_ai or @cursor_ai for this purpose, i just want a chat with MCP. Anything like this exist ? @tdinh_me @theo anyone has this already?

@jamesonhaslam pe at bain & morgan; doubt it ;) self sponsored is a good move also for lifestyle biz vs the flipping game. kudos. will follow and cheer you on

@matei_olaru Started from zero Too dumb to do a search fund

we suck at a lot of things, but have somehow done $4M in organic revenue since Feb ‘22 (zero paid customer acquisition) If I was smarter, I’d figure out paid channels, but had zero startup capital and like pain, so here are some of the “hustle marketing” things we’ve done 👇🏻

@jamesonhaslam was this a search fund move? well done

Your favorite ThreadBOI is done (there are probably more things but I’ve run out of steam and have been on the toilet for too long) If you have anything to add, please hmu would love to steal your ideas 😈 I will buy you pizza 🙏🏻🤝🏻

@mehtasdeepak @lovable @supabase @cursor_ai Found for stripe and lovable issue, reading error logs in stripe + Claude generated instructions lovable could follow and then fix

My AI-built saas is finally live! Here’s about my AI-powered coding journey looked like: ~Started with 300 requests on @lovable for frontend + @supabase - Lovable got stuck few times, so took my code to cursor. ~741 fast requests on @cursor_ai Pro for features + Stripe -2 months to build MVP. -Stripe integration was the hardest 😅 -MCP made it faster, supabase, stripe and Browser tools MCP's were super helpful. -Needed dev help to fix a web hook issue Still some bugs, but managed to make it live via vercel. Comment or DM if you have any specific questions