Kyle McConnell

Introducing Lume. A lamp that does your chores. Order now. Shipping this summer.

THIS IS CRAZYY!!!!🤯 A guy just built a $1.8 billion company with two employees. Him and his brother. Using AI. Matthew Gallagher started Medvi from his house in Los Angeles. Spent $20,000 and two months. AI wrote the code. AI made the website. AI made the ads. AI handled customer service. First month. 300 customers. Second month. 1,000 more. First full year. $401 million in sales. This year on track for $1.8 billion. His only hire? His younger brother. That's the entire company. The New York Times verified the numbers. $65 million profit last year. More than $3 million coming in every single day. Now compare this. Hims & Hers sells weight loss drugs online. 2,442 employees. $2.4 billion revenue. 5.5% profit margin. This guy is doing nearly the same with two people and triple the margins. He grew up living in motels and cars. Taught himself to code on a laptop his uncle gave him. Sold samurai swords on eBay as a teenager. Didn't finish college. Moved to LA to become an actor. Now he's running the fastest growing company nobody has heard of. When his website broke during a hike he had to sprint home because there was nobody else to fix it. Lost 200 customers in one hour. That's the reality of a two person company doing $1.8 billion. A VC told him don't raise money. He listened. Zero outside funding. He owns 100% of it. Two brothers. $20,000. A laptop. And every AI tool they could get their hands on. That's all it took.

@CodeWizard @levelsio arqfinance.com Arq is great. I spend half the year at my house in Mexico and travel across Latam often. Lots of local payment rails including Pix in Brazil. Crypto deposits etc. Balance stays in USDC our EURC earning interest until you spend it

@levelsio My partner and I have always planned to go to Rio for our honeymoon when that happens, but the longer I follow you the more I think with the wild bureaucracy and scary stories of theft, it might not be worth it 😬

🇧🇷 My friend booked a very nice upscale hotel in Rio de Janeiro But to pay for the booking online they required to enter a Brazilian taxpayer number (CPF), so he called them and said he doesn't have a CPF No problem they said, they'll sent a new payment form without CPF where foreigners can enter their passport This payment for required a Brazilian phone number though The catch-22? To get a Brazilian phone number you need a CPF number! And recently the Brazilian government made it much harder for foreigners to get that, in my case I had to physically visit the Brazilian embassy in Lisbon and wait for an hour to get my CPF So he had to physically go there to pay Brazil really needs to fix this stuff or it's never going to get more tourists because it's so hard to pay for things here! And it's not just hotels! Because in everything else Brazil is so hospitable and inviting to gringos PLEASE FIX THIS BRAZIL!

@SynabunAI Codebase is fixable. Product market fit is much more difficult

@KkonMcC vibe coder VC era is officially here. just don't ask to see the codebase before signing lol

If you’ve been vibe coding products that are showing early traction and you just need some additional funding to market and expand shoot me a dm… i want to get involved and cut some checks. #claude #vibecoding

$CRCL falls ~15% after the CLARITY Act deal signals no yield on stablecoin balances by allowing only activity-based rewards. That weakens a key part of the bull case by making USDC harder to evolve from a payments utility into a real store-of-value product.

@taro_f @ycombinator @pioneer_fund Very interesting. At Skeye.ai we are building a consumer version of this that tracks uap / ufos and drones. Prototype and app ready to go. Would love to chat!

🎉 New Investment: Milliray 🎉 Excited to share that I’m investing in Milliray alongside @YCombinator and @pioneer_fund. Milliray is building high-resolution radar systems designed to detect and track small, low-signature drones — a rapidly growing threat across airports, critical infrastructure, and defense environments. As drones become cheaper and more capable, existing detection systems struggle with accuracy, often missing real threats or generating false positives.

Somewhere right now there is a person in their room vibecoding a game and that game will be top in the app store or on steam or on roblox or fortnite and its going to upset a lot of people and it will happen sometime between this year and early next

This would scare me more than the actual missiles if I were a Dubai resident

Home drone detection is more important than ever when seconds could save your families life. Skeye.ai will solve this. #uap #drones #iran #homedefense

Yet another fantastic meeting with the Skeye.ai team. I’m amazing how locked in Rob, Connor, Kyle and Aaron are. The future looks bright. With SkeyeAI you will all be able to be part of it and see it

Pre-orders are live for our AI powered V1 Device at Skeye.ai Really excited for this. Drone Detection / UAP Detection / building the world's largest visual aerial data network with the blockchain serving as an immutable source of record.

Oracle just told every AI company on earth the same thing. Your models are worthless. Not the technology, talent or the billions spent training them. But the data they were trained on. Larry Ellison, the man who built Oracle into the backbone of global enterprise just dropped a bombshell. He said ChatGPT, Gemini, Grok, and Llama, all of them are training on the exact same data.​ The entire public internet, every Wikipedia page, Reddit thread and every news article. That means they're all converging essentially becoming the same product with different logos.​ Ellison's word for it is commodities. But here's where it gets dangerous. He says the real gold isn't public data, It's private data.​ The medical records in hospital systems, the financial data in bank vaults. The supply chain secrets of every Fortune 500 and guess where most of that data already lives. Not Google, Amazon or Microsoft but inside Oracle.​ Oracle databases hold most of the world's high value private enterprise data. So Oracle just launched something called AI Database 26ai.​ It lets the top AI models, ChatGPT, Gemini, Grok, Llama reason directly over a company's private data, without that data ever leaving the vault.​ They're using a technique called RAG, Retrieval Augmented Generation. The AI doesn't train on your data, it searches it in real time.​ Think about what that means. A bank could ask AI to analyze every loan it's ever made without exposing a single customer record. A hospital could have AI diagnose patients using its full medical history without violating HIPAA.​ A defense contractor could let AI reason across classified operations without data leaving a secure environment.​ Ellison is betting this is bigger than the training market. Bigger than the GPU boom. Bigger than the data center buildout.​ He called it the largest and fastest growing market in history.​ The numbers back the ambition. Oracle's remaining performance obligations just hit $523 billion. That's contracted revenue not yet delivered and $300 billion of it comes from OpenAI alone.​ Cloud revenue hit $8 billion in a single quarter, OCI grew 66 percent and GPU revenue surged 177 percent.​ But here's the part nobody's talking about. If private data becomes the real AI moat, then whoever controls the database controls the future of AI.​ And that's a level of power that should make everyone uncomfortable.

@EnigmaFund @Multihopper @solana Big numbers early!

Over 1,900 transactions on @MultiHopper on @solana in private beta, representing over 8,000 hops. Now in public beta! This introducing our “Spaghetti” upgrade in the next 2 weeks. This isn’t shady shielded pools, mixers, or tumblers. Onchain abstraction is here. Privacy peeps are eating good.

Mexico is such a beautiful country. What an absolute shame that the cartels have so much power and cause so much chaos.