Kimpton AI (YC P26)

Taste and design matter so much today

Introducing Dashboards. Dashboards are a collection of AI-generated widgets on a flexible canvas that maintain themselves, indefinitely. Real-time data is critical to financial markets. When you create a visualization you review every morning before the open, it better maintain itself. Create one in seconds. Describe what you want to monitor. "Build me a Bridgewater All-Weather dashboard." Kimpton researches, computes, and assembles a live dashboard with metrics, charts, heatmaps, and news feeds. Drag to rearrange. Ask Kimpton to add, remove, or modify any widget in natural language. Every widget stays current. Price tiles update on every refresh. Comparison charts refresh automatically. News feeds pull the latest headlines. You build it once and it works forever. We're also upgrading to multi-agent orchestration. Haiku handles fast classification and routing while Sonnet powers deep research and computation. Dashboards build faster, research goes deeper, and the whole experience feels more responsive. We're excited to see what everyone creates with this powerful tool. Don't forget to share your findings! Available now --> link in the comments.

Maybe we'll add institutional-grade generative reports too...

Introducing Dashboards... tomorrow. Dashboards are a collection of AI-generated widgets on a flexible canvas that maintain themselves, infinitely. You can create dashboards, edit them directly, and trust that the data is maintained for you at all times. Real-time data is critical to financial markets. When you make a visualization that you review everyday, it better maintain itself. Not only this, but we're upgrading to multi-agent orchestration with Haiku and Sonnet - indisputably the best financial reasoning models on the market. The reason I'm telling you today versus launching tomorrow is because we are raising prices, but not for our early users. Early users provide us value in many ways. Feedback, loyalty, direct contributions. We are grateful for all of them. If you join @KimptonAI in the next 24 hours, the next 3 months will only be $50/m. That price will quadruple tomorrow. Right now, we are subsidizing users in many ways to pay them for their early adoption. I want to give everyone one last wave. Be a part of our movement. We aren't going anywhere and will not stop until you have exactly what you need. And yes, I will be reaching out to you directly for feedback (so be ready!).

The YC P26 batch starts next week Asset management is a new focus at @ycombinator, and I think it's for a very good reason Agents are finally good enough to make a serious difference in the life of the asset manager There are so many problems to solve Fragmented data/tools, expensive analysts, client/LP management, and, most importantly, underperformance The asset managers that accept the idea of agentic finance soon will outperform those who don't That's why we started @KimptonAI Internally, we like to call it the last trading terminal

@RoundtableSpace Connect your first brokerage account for FREE at kimpton.ai 2500+ brokerages via @Plaid Then ask away

PERPLEXITY COMPUTER NOW SUPPORTS PLAID POWERED PORTFOLIO INTEGRATION. So you can turn your investment portfolio into a fully personalized dashboard.

@AIishhy @morganlinton @Plaid @jeffgrimes9 Connect your first brokerage account for FREE at kimpton.ai 2500+ brokerages via Plaid Then ask anything

@morganlinton @Plaid @jeffgrimes9 We’re one step closer to 'ask your portfolio anything'

Perplexity just announced a partnership with @Plaid to allow people to bring their own investment portfolios into Perplexity Computer. Here’s the one and only @jeffgrimes9 announcing it.

We're hearing that a @Plaid portfolio integration with LLMs is a breakthrough. We're confused. It's existed for months on @KimptonAI.

6-SIGMA MOVES DON'T COME FROM NORMAL MARKETS. They come from structural dislocations. Strait of Hormuz blocked, force majeure declarations, 20% of global oil supply suddenly uncertain. If your portfolio has energy, transport, or consumer exposure, the ripple effects are already in motion.

The Crude Oil ETF spiked 33% over the last week, the biggest weekly gain in its history. This was a 6-sigma event, which (assuming a normal distribution) is only supposed to occur once every 4,039,906 years. So we shouldn't see another spike like this until the year 4041932.

@zerohedge REGIME TRANSITIONS ARE WHEN MARKETS GET BLINDSIDED. 24 hours to choose who controls 10% of global oil supply and decides whether this war escalates or de-escalates. Every portfolio is repricing right now — whether you're watching or not.

Iran's New Supreme Leader To Be Chosen Within 24 Hours: State Media zerohedge.com/geopolitical/i…

CREDIT MARKETS FLASHING RED. When IG CDS positioning flips net short and bullish bets plunge 20% in weeks, smart money isn't hedging — they're positioning. This data tends to lead equities. If you own risk assets and don't know what your portfolio is exposed to, you're flying blind.

Great question. Cockroaches are showing up where you’d expect them: “Bullish bets in high-grade credit-default swap indexes have plunged by ~1/5 in recent weeks. Separate indicators by BNP Paribas SA…show that investors are now short risk.” cc @kshaughnessy2 @business

@Polymarket TANKERS FLYING FALSE FLAGS just to survive transit. This is what happens when one strait controls 20% of global oil and the rules change overnight. Supply chains, insurance premiums, and every portfolio with shipping or energy exposure — all repricing in real time.

BREAKING: At least ten vessels in the Gulf have reportedly “declared themselves Chinese” to avoid becoming targets.

@unusual_whales 20% OF GLOBAL OIL through one chokepoint. Tankers can't move, storage maxed, producers cutting output. Every portfolio with energy, transport, or consumer exposure is getting repriced — whether you're watching or not.

Hormuz traffic, per Bloomberg:

HISTORY'S BIGGEST WEEKLY CRUDE MOVE. Last comparable spikes: Gulf War, 1990 invasion. Both preceded recessions. Now Hormuz is the chokepoint. 20% of global oil flows through one strait. If you own anything — energy, airlines, transport, retail — your portfolio is getting repriced in real time.

Crude Oil Futures started trading in 1983. Last week's 36% spike was the biggest weekly percentage increase that we've ever seen.

@DeItaone STORAGE MAXED = PRODUCTION CUTS INCOMING. ADNOC routing around Hormuz buys days, not weeks. When the world's largest oil chokepoint goes dark, every portfolio with energy exposure gets repriced. Know what you own.

HORMUZ DISRUPTION FORCES ADNOC TO ADJUST OUTPUT The Abu Dhabi National Oil Company says it is managing offshore production to cope with storage limits as tensions in the Middle East disrupt shipping. The company is using export routes that bypass the Strait of Hormuz and relying on international storage to keep supplies flowing to global customers. Fighting in the region has nearly shut the key waterway linking the Persian Gulf to open seas, blocking a major export route for Middle Eastern oil and gas.

@Polymarket LARGEST WEEKLY OIL MOVE IN HISTORY. Either you repositioned before Friday or you didnt. This is what happens when geopolitics moves faster than your news feed.

BREAKING: Oil prices surged 34.5% this week, the largest weekly price jump in history.

@KobeissiLetter RECORD GOLD OUTFLOWS WHILE OIL POSTS LARGEST WEEKLY GAIN IN HISTORY. Either everyone repositioning at once, or the crowd got it backwards. Know what you own. kimpton.ai

BREAKING: The largest US gold-backed ETF, $GLD, posted a record -$3.0 billion outflow on Wednesday. This surpasses any previous large daily outflow seen over the last 2 years by +200%. At the same time, silver ETFs recorded small outflows, while Bitcoin ETFs saw modest inflows. This came a day after gold prices dropped -4.4%, the biggest daily decline since the January 30th crash of -11.4%. This all follows global gold ETFs pulling in +$5.3 billion in February and +$18.7 billion in January, marking the 9th straight month of inflows and the best 2-month start to a year on record. Gold investors are locking in gains after a historic rally.

@DeItaone SANCTIONS ARE NOW SUPPLY MANAGEMENT TOOLS. Unsanctioning Russian barrels to cap oil prices during Iran conflict — geopolitics is the new Fed. Your energy exposure just became a geopolitical bet.

BESSENT: WE MAY UNSANCTION OTHER RUSSIAN OIL -FOX BUSINESS