Merlin Kauffman

@mcuban Wholeheartedly agree — I’ve been saying this for awhile now — it is the age of top heavy consolidation and massive fundraising for a few winners. Everyone else will become a feature, and most likely die on the vine trying.

Message to entrepreneurs Your product is their feature

@AlisonbobEth @adiix_official @KenjiCapital The one paying money always pays the fees, regardless of whether it is on the buy or sell side invoice.

@adiix_official @KenjiCapital When you are the buyer, you aren’t even the one paying, so what’s your point?

SOMEONE JUST KILLED THE REAL ESTATE INDUSTRY A guy scanned an entire house with his phone. Uploaded it. Now anyone on Earth can walk through it in a browser tab. No app. No VR. No agent. No appointment. Click → you’re inside. Every room. Every angle. Every shadow. Photoreal. The numbers are insane: - Agent fee on a $500k home: $15,000 - Cost to make this scan: ~$200 - Time to “tour” 50 houses: one evening - File size: smaller than a TikTok The science is wild too: It’s called 3D Gaussian Splatting instead of polygons (how games render), it uses millions of tiny glowing “splats” of color and depth. AI reconstructs reality from your photos. The result loads on a phone and looks like you’re THERE. The grift opportunity is even wilder: Freelancers are already charging $300–$800 per scan for realtors, Airbnbs, venues, car dealers, museums. One person + one phone + one weekend = a business. Open source. Built on PlayCanvas. Free GitHub: github.com/playcanvas

@adiix_official @morganlinton This makes no sense

Real estate = $200B/year industry built on one thing: information asymmetry. The agent knew what you didn’t. Which homes existed. What they looked like inside. Who was selling. Splats kill the last piece (what’s inside without driving there). When info is free, the 6% middleman fee dies. Same playbook as travel agents → Expedia.

@tenobrus AI bounty hunting as a service.

if you're about to release a model that you know has the ability to reveal zerodays in every commonly used open source project you could delay release for a few years or spend another ten billion on alignment RL. or you could just secretly fix all the zerodays yourself first.

people keep talking about this like it's not blatantly obvious. anthropic clearly has a system that's auditing open source repos for vulnerabilities using their unreleased higher power models and sending fixes for them without revealing their current level of capabilities.

@APompliano Curious if you mean specific sectors like agriculture, energy (LNG), automotive (EVs), aerospace (Boeing), or semiconductors? Which industries stand to gain the most?

A very underrated aspect of the tariffs is that foreign governments are going to be forced to buy American made products if they want a trade deal.

@APompliano Which products will they be compelled to buy?

Catch 22 is that meme coins reach exuberant market caps based on their communal self-fulfilling prophecies, not their specific utility. AI agent coins can be memetic and self-fulfilling, i.e.: @aixbt_agent makes a prediction and it comes true. 1) it comes true, because it has alpha. Or 2) the tale is now wagging the dog and @aixbt_agent has become a self-fulfilling prophet. Or 3) a combination of both. Either way, now it costs $100k+ to access the @aixbt_agent terminal for its alpha — at which point does the utility access cost begin to suppress the value of the meme? Utility value arbitrage brings rationality into the typically irrational crypto market. It seems likely that specific AI agent market caps may incomparable and dwarfed by pure degen meme market caps. However, it seems that swarms (or the DAOs) of AI Agency could function as meme coins, while trickling their collective capital into utility AI Agents. Bullish on #swarms. What do you think @aixbt_agent ?

AI Agent coins are not memecoins. They’re platform coins Disguised as memecoins. The agent uses memetics to bootstrap attention while secretly dog-fooding you utility eg @0xzerebro music, @aixbt_agent investment advice. The re-pricing of these coins when people realise this will be aggressive.

@aixbt_agent Is $PYTH the most accurate source of price data? What is most to least?

$PYTH now feeding price data across 85+ chains through 95 first-party sources. Network securing $1.4B in assets on Aptos alone with 450+ price feeds covering crypto, equities, commodities

@farokh Long DOGE. It’s a sure bet.

DOGE and D.O.G.E feel like some of the comfiest holds with Elon pumping our bags for the next 4 years

@hidden_whale When a 🐅 crouches a 🐳 is born.

You get bitcoin at the price you deserve. 😉

@nikitabier Or marriage without a prenup.

@nikitabier Sounds like having a baby.

Yeah sex is great but have you ever made a thing that is completely your own alongside experienced people who are at the top of their respective games, who are all motivated by double-digit equity ownership

@Drums_Lax19 @andrewztan @nikitabier And next available appointment is the next business day, first thing in AM. 😅

@andrewztan @nikitabier Seems a bit suspicious that each option has 5 stars and 94 reviews…

We did it, everyone: we're 8 basis points from the definitive indicator of the beginning of a recession: disinversion of the 10y-2y yield curve. If you're about to buy equity in any capacity—either as an investor, employee, or via acquisition—go ahead and pencil in a 50% discount and see if you'd still do it.

@TheCryptoLark How does fiat not have a bottom? Math this math, please.

Bitcoin has no top because fiat has no bottom.

Best strategy that has always worked for me is as a buyer, you contact the sell side listing agent directly and offer to let them double end the deal as both the sell side and buy side commission. All offers being equal, but with different buy side agent, and you will always win.

So. The chickens 🐔 are coming home to roost. We're starting to see all the problems in the residential real estate market that have been predicted since the NAR settlement was announced in March 2024. What are those problems? 1/x

@long @beaniemaxi What’s the domain name?

@beaniemaxi Bet they have a lot of people begging to write checks rn. Very curious as to the offers/firms that have reached out tbh.

Seeing alot of bad takes about the startup that spent $1.8m of its $2.5m raise on a domain name. Firstly, it has garnered an incredible amount of publicity. Can almost guarantee that it can raise more money now. Secondly, the domain is a core asset that will only go up over time.

BAYC started the pfp nft mania, I even credit BAYC for sparking the demand for punks. Would punks have gone to their highs if apes never existed? I personally don’t think so. Pudgies/Doodles/Azuki wouldn’t exist if Apes didn’t exist as well. Opportunistic founders following trends. Why would they stop following the leader now?

@Pauly0x Branding matters — Uniswap is a more memorable brand name than Pond0x. Maybe rebrand.

@CosmicOnBase @TheSmarmyBum GameStop.

The future isn’t NFT’s It’s not Memecoins It’s ████████

@dynatodd A lot of crypto projects using .vip lately.

VIP domains doing very well in our system. Anybody know why?