Coldbrew Capital

Parted with OG Twitter account (circa 2008) after my company got a bit ridiculous on social media monitoring. Came back to X in March with fresh now anon acct -mind blown by how sensitive the algorithm is to push political content (and polarizing on both ends). 1 meme, it’s over

New Claude code desktop app is indeed the IDE for 2026. It’s amazing. These are not just major QoL improvements but a complete rework for agentic coding flows. @bcherny can we have a premium Claude max plan that ships with a wider/bigger monitor 😂

As a #jays fan I need to say what we are all thinking: GET RID OF HOFFMAN

@therealtblake @ROLEX This makes me feel awful. Been waiting on a submariner date for 3 years now. 3 major milestones passed as well and not even a nudge of acknowledgement. Pretty much given up hope and can’t justify spending another submariner over retail to go grey.

@ROLEX I will die/the watches in 2026 will be discontinued before I get a call back from my local AD. 8 years and counting haven’t touched even a Datejust at retail

Our new watches 2026 set new benchmarks in technical excellence, shaping the future of watchmaking. A new world begins. More on.rolex.com/NewWatches #WatchesAndWonders2026

@nurijanian Would love to give this a try before dropping $100USD. Best way to trail with the couple of free skills you put up on GitHub?

I think the biggest uncrossed gap in PM tooling right now is between "I paste things into ChatGPT" and "I have an agent that knows my company." The first one is a search engine. The second one knows your product constraints, your team size, your quarterly goals, and your company's decision-making style, so when you ask it to draft a strategy doc, the output reflects your situation rather than generic PM advice. The work to cross that gap is smaller than it seems: five context files describing your company, goals, team, products, and constraints. Maybe 30 minutes of setup. But I think most PMs never do it because it feels like configuration rather than "real work." Once you do, the agent stops being a tool you use and starts being a colleague you brief.

@NHL Can’t wait until Bedard jumps ship. Sharks going to be 🔥 next season.

How about Macklin Celebrini scoring in the shootout?! 😮

🚨 Time for @a16z hot takes. By 2026, the risk of *not* replacing legacy systems will exceed the risk of change. Major institutions will move from 80s-era vendors to AI-native platforms that unify data + automate workflows. Which legacy systems get dropped first? 👇

Four humans strapped themselves to the tip of a rocket and are going to the moon!! And you are afraid to let Claude Code touch your precious python!!!

@NHL_Muse Frondell isn’t enough to keep Bedard in Chicago I fear.

Got a feeling these two are going to be special together for a long time

@aakashgupta It’s more a fashion/lifestyle co, than fitness. Some of the features just flat out are unreliable and other features are overkill for anyone that isn’t an elite athlete $500/yr for something that Polar, Garmin, or Fitbit (hell even Apple Watch with Bezel despite lawsuit) is wild

The investor list tells you exactly what WHOOP is now. $10.1 billion for a company that gives away a screenless rubber band. The device has no screen. No buttons. No display. The hardware is free with every subscription. WHOOP charges $199 to $359 per year for the right to look at your own biometric data in an app. 2.5 million members. $1.1 billion bookings run rate. 103% year-over-year growth. Cash flow positive. Those are SaaS metrics from a company that started as a wristband for CrossFit athletes. Now look at who wrote checks. Qatar Investment Authority. Mubadala. Abbott. Mayo Clinic. Sovereign wealth funds and two of the largest healthcare institutions on Earth. QIA manages over $500 billion. Mubadala manages $300 billion+. These are the same funds buying stakes in global hospital networks, pharmaceutical pipelines, and biotech platforms. They did not invest $575 million because they think recovery scores are cool. WHOOP sits on 24 billion hours of continuous physiological data. Heart rate variability, respiratory rate, skin temperature, SpO2, sleep architecture, blood pressure, ECG, and now blood biomarkers through Advanced Labs. From 2.5 million people wearing the device 24/7, generating data every single second. Abbott makes glucose monitors, diagnostics equipment, and cardiac devices used in hospitals worldwide. Mayo Clinic runs one of the largest clinical research operations in medicine. When both of them invest in the same wearable company in the same round, they're buying a distribution channel for continuous patient monitoring outside the clinic. The athlete investors are the packaging. Ronaldo, LeBron, Rory McIlroy, Virgil van Dijk. Their names make the fundraise go viral. Their actual function is keeping WHOOP positioned as a performance brand while the cap table quietly fills with healthcare infrastructure capital. Previous valuation: $3.6 billion in 2021. Today: $10.1 billion. A 2.8x jump in five years, with the entire delta coming after WHOOP got FDA clearance for ECG and blood pressure monitoring. The regulatory moat is the valuation inflection. Will Ahmed built a fitness tracker. The cap table says he's building the consumer front-end for the next generation of preventive medicine. The $10.1 billion bet is that the hospital of the future starts on your wrist.

“Hey ChatGPT, how can we boost $SNAP stock price?…” Perhaps the most obvious advice ever it would even make Deloitte look good. cnbc.com/2026/03/31/sna…

@fahdananta No way this is real… what in the world?

A conference for people who think they are the victim for everything, take no accountability, and complain about everything Reality check: You are accountable for everything in your life, no complaining allowed. No one cares, life is harsh (it’s a benefit of natural selection). Thrive or die.

2 games into the season and it’s going to be a RIDE. #bluejays #MLBTwitter

@ericjackson Your only hope is an acquisition and at this point it’s unclear what anyone is buying. The “personalities”’ can be lured away for the right price but none have recently because the only ones that are left don’t have a clear path to cult following (“1000 true fans) monetization.

I’m long Peloton at $4. $345M in free cash flow. $1.18B in cash (67% of market cap). 7 insiders bought in the last 90 days. I read every earnings call. Here’s what I found.

@bigheadhcky If I’m Bedard, I’m not resigning of Blackhawks don’t get first round pick.

Blackhawks future potential lines if they get McKenna: McKenna-Bedard-Frondell Moore-Nazar-Lardis Vanacker-Boisvert-Nestrasil Greene-West-Kantserov Nine first round picks, you think that's enough?

@TheIcahnist I mean of course this is the case. Is every small business going to vibe code their own payroll and ERP systems? Bezos 101: focus on what makes the beer taste better.

BREAKING: Thoma Bravo just released their LP meeting slides. The world's largest software PE firm thinks the market has it completely wrong on software right now. Public markets are panic-selling software based on AI fear. Here's what they're seeing:

@clairevo How I AI full walk through of your Claw setup when?

@vasuman @EXM7777 Give m e $50k and I can give you a sentient lobster that does all this and more & won’t ask you for a promotion in 9 months

We're hiring an Executive Assistant - San Francisco, on-site, full-time, extremely competitive pay + strong training on the job for AI systems and knowledge. You'll own calendars, sales coordination, travel, external comms, candidate scheduling, and more. You'll see every part of how an early-stage AI company gets built, including clients, deals, product, and hiring, from day one. We're looking for someone who's exceptionally organized, a sharp communicator, and energized by fast-moving environments. New grad or early-career welcome: we care more about how you operate than your resume. Apply: contact[@]varickagents[.]com with your resume + LinkedIn. Will give you $1,000 if you refer someone who we accept to the role. Engagement for boost appreciated!

@noahzweben Web only for now ?

You can now schedule recurring cloud-based tasks on Claude Code. Set a repo (or repos), a schedule, and a prompt. Claude runs it via cloud infra on your schedule, so you don’t need to keep Claude Code running on your local machine.

@nurijanian This looks awesome - can you explain the “lives with you as your context evolves”? In your testing do you rely on it to update company.md products.md etc or are you just doing clean installs when working across dramatically product surfaces?

We are so back.

Atoms. atoms.co/vision