The Founders’ Log

1/ My biggest project right now is a platform for institutional investment firms. Talking with my partner about GTM, we both hated the same thing every other company does: Pitch deck → demo call → hope they “get it.” We’re not doing that. Here’s what we’re doing instead. 🧵

Few more comments to address, then I’ll be dropping demo access to the platform. Should go live by EOY, selling by end of Q1 ‘26

@unusual_whales This was only for stable coins. They’re trying to leverage people into keeping their money in the banks

The UK has officially proposed temporary holding limits of £20,000 per crypto coin for individuals and £10 million for businesses, per Bloomberg.

@0x49fa98 Tech capabilities are growing like crazy, and more investment just keeps on coming.

@kylegawley People will come around to it. It makes sense that the first to use these tools effectively are people who were already in the space though.

if vibe coding was really empowering everyone to build software we should see a surge of new apps being published we don't the truth is only software engineers care about building software

@P_Remarks @SEC @pac12 @nfcnorth Sarcasm or stupidity?

@kellabyte It’s crazy how “weird” them taking accountability felt. Makes you realize how few would do the same.

I give credit to Cloudflare for literally posting source code for what caused the outage.

@parveen__tyagi No, but you need to be good at logic

Do you need to be good at math for programming?

@itsrileyng Thanks brother

@thefounderslog great take on dreamers and ai breaking the gate man

This is going to piss off a lot of my technical friends, but someone has to say it. We’re leaving the “Age of the Coder” and re-entering the “Age of the Dreamer”. For years the story went like this: Dreamer has a big idea → realizes they can’t build it alone → hires an army of engineers and designers at $400k+ each → burns 24 months and 80% of their equity just to get an MVP → prays the thing still works when it finally ships. That wasn’t progress, it was a tax on vision. The people who built the world before computers (Rockefeller, Ford, Carnegie, Disney) never wrote a line of code. They thought big, moved fast, and forced reality to bend. Then, software ate the world and suddenly the only way to build anything was to speak Python or raise a $10M seed to pay people who did. Dreamers got gatekept by keyboards. But… AI just broke the gate. Today you can: • Spec a full institutional-grade platform in plain English • Have Claude/Cursor spit out 70% of the code • Use v0 + Supabase + Vercel to ship a working product in weeks • Never hire a $500k/yr engineering team • Keep 100% of your company All for the price of a few subscriptions and your own grind. The dreamer is back on top. The best part? The coders who get mad about this are proving the point. The ones who aren’t mad are already using AI to 10× their own output and quietly building wealth instead of arguing on X. The pendulum has swung. If you can think clearly and ship relentlessly, 2025 is the best time in history to be a dreamer who actually does. Who’s building something right now that would’ve needed a $5M seed round two years ago? Reply the one-line idea. No humility. Let’s see what this new era looks like.

6/ If your team still lives across Salesforce + Excel + Dropbox + email + whatever “enterprise” tool you barely use in 2025… You’re not “professional.” You’re paying an inefficiency tax.

5/ The move is simple, but makes a big impact. It’s a bet that when you remove friction, the best managers and the smartest capital win faster. And we win when you win.

1/ The most expensive lie in B2B software: “This is enterprise-grade.” Translation: It’s slow, ugly, and costs 10× what it should; but we’ll call it “secure” and “compliant” so you feel safe paying for it.

It depends who your audience is and what you’re selling. It hasn’t gotten to the point where it can be used for almost any consumer product, like Meta, and it’s not as good as LinkedIn for B2B obviously, but if it’s top-of-funnel type of stuff then it’s fine. If you’re strictly looking for conversions, they are generally lower than other platforms. The psychology behind being on X vs. TikTok, Reels, etc. just doesn’t promote quick-twitch buying decisions like the others. But if it’s to sign up for a newsletter, etc. (again, top of funnel) then it’s not bad.

Can any design studio owner who has a top tier X org tell me if it's worth? £1300 a month with £1000 ad credit thrown in but I want to know if people have seen success before I do it.

Wasted 15mins trying to git push, figuring out what I am doing wrong, only to eventually realize github is facing server issues.

@iloveliberty5 @unusual_whales

@thefounderslog @unusual_whales Gee, I’ll tell my Computer Engineering, mensa, son, & his CE degreed friends, that you said you said it’s his fault he doesn’t have a job in his field - not that the president just said Americans are too dumb to do these jobs & we need foreigners. So glad you cleared that up

Only 30% of 2025 college graduates and 41% of 2024 graduates found entry-level jobs in their fields, per Forbes.

@SlavicAgent @unusual_whales The tech point was literally my primary point by both uses of the definition

@thefounderslog @unusual_whales Your primary point was that people are getting degrees in their passion instead of things that are economically viable. And that’s just incorrect. Historically viable degrees are being hit harder than liberal arts degree holders

@BestCryptoTwits @unusual_whales

@thefounderslog @unusual_whales Physics majors can’t get jobs

@AgWxMan1 @unusual_whales Right, they likely fit into the first bucket. Job postings are down 32% since this time in 2023. Companies are replacing people with AI. That was the primary point and 80+% of people will fit into that bucket and not the latter.