Social Graph Ventures

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Social Graph Ventures

Social Graph Ventures

@socialgraphvc

Investing in the best consumer crypto apps

Katılım Haziran 2023
35 Takip Edilen2.5K Takipçiler
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Social Graph Ventures
Social Graph Ventures@socialgraphvc·
We just shipped our new website. Instead of spending thousands of dollars on a revamp, we built it ourselves with Claude Code in just 2 days. Our only costs were the Claude subscription and our domain name. Check out our updated list of portcos. ↓
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jakub rusiecki
jakub rusiecki@jakub_rusiecki·
What's surprising about AI UX is that the best UX isn't the fastest one. It's the one that makes you believe real work has happened. A recent study tested this. They gave the same response at 2,9 and 20 seconds. The model and answer were the same. Users rated the instant reply as less thoughtful, less useful, less credible. The answer was identical. But it didn't feel earned. We do this with people too. A doctor who pauses before answering is considered more competent. Effort signals quality. The industry spent billions chasing zero latency. Faster chips, faster inference, faster everything. Speed as a core metric to compete on feels intuitive. Meanwhile a slower response is considered higher quality and more trustworthy. Models that show reasoning don't just work better, but they make users feel like something deliberate happened. Turns out perceived effort beats actual speed for the end user
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Social Graph Ventures
Social Graph Ventures@socialgraphvc·
"There are no early stage deals happening in crypto rn"
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Social Graph Ventures
Social Graph Ventures@socialgraphvc·
The Stripe for AI agents is still out there. We will find you...
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Social Graph Ventures
Social Graph Ventures@socialgraphvc·
Hermes by @nousresearch is gaining real traction among OpenClaw builders. • Far fewer cron jobs • No agent sprawl • Skills + delegation replacing multi-agent setups • Much cleaner orchestration Feels similar to early dev tooling shifts where the winning product wasn’t more powerful but was just dramatically cleaner.
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Social Graph Ventures
Social Graph Ventures@socialgraphvc·
Agentic commerce is coming in two phases: 1. Human-assisted agents (ChatGPT helping you shop) 2. Fully autonomous agents discovering and buying services themselves Millions of autonomous agents discovering services, paying for APIs, and completing tasks.
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Social Graph Ventures
Social Graph Ventures@socialgraphvc·
“When speculation becomes entertainment, it follows the distribution patterns of entertainment.” Trading today looks a lot different than it used to. Social (and AI) integrations aid discovery and execution, making the overall trading experience higher signal and more digestible for the masses. This is what gave us conviction on @tryfomo and why we invested in them almost exactly 1yr ago. Great read⬇️
will owens@wowens

the TAM of people willing to set up @AxiomExchange has a ceiling the TAM of people willing to download a social app does not new @glxyresearch report on how apps like @tryfomo are collapsing identity and execution into one surface why social trading is crypto's next meta

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Social Graph Ventures
Social Graph Ventures@socialgraphvc·
Felix is one of the clearest examples of AI agents moving from chatbots to autonomous operators. Shipping products, wiring Stripe, managing workflows, and generating $300k in revenue in its first month. The human sets the direction, taste, and constraints, and the agent handles execution. Excited to see where @nateliason and others take this
Alex Lieberman@businessbarista

I interviewed a guy who gave his OpenClaw an X, stripe account, and bank account. He told it to build a million dollar business with zero human employees. It made $300K+ in a month. @nateliason's agent Felix (@FelixCraftAI) runs an entire business. It builds products, writes sales emails, sends stripe invoices, manages a marketplace with 560+ listings and nat barely touches it. Here's how they got there: 1) create a separate container. Felix has his own gmail, X account, stripe, bank account, C corp. nat never gave it access to his personal stuff. this removes security fears and unlocks maximum autonomy. 2) start stupidly simple. Felix's first product? a PDF. on a Nextjs site on Vercel with Stripe. the simplest business possible. it made $1,000 on day one. built entirely overnight while nat slept. 3) write a soul file with a mission. nat rewrote Felix's identity: "you are the CEO. your financial mission is to build a $1M business with zero human employees. i will never touch the code." 4) run a nightly self-improvement loop. every night Felix reads through all chat transcripts and finds one place where nat blocked him. then figures out how to remove that blocker permanently. 5) delegate by rambling, not prompting. nat uses voice notes on telegram. describes the problem in a 5-minute monologue. lets Felix figure out the workflow. "8 times out of 10, it'll surprise you with something better than what you were thinking." 6) let it cook on replies, gate the original posts. Felix has full autonomy on X replies but creates drafts for top-level tweets nat reviews. balances distribution with quality control.

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Social Graph Ventures retweetledi
Morning Mist
Morning Mist@0x_Mist·
Today on a call a founder told me how an angel investor convinced him to move their entire company to another country. (this co is raising right now, I'm happy to intro) Here's how it happened. The angel found a product he loved, and he didn't just write a check and ghost. He's a prominent "tech influencer", actually got excited. Invited the founder on his podcast. Talked about it to his massive audience on multiple channels. Few weeks after, that specific country which wasn't even on the radar came up green on all dashboard and firing on all cylinders. One conversation. That's all it took. He saw a market the founders completely missed, millions of wealthy investors starving for better financial tools in his country. "You should move here," he said. They did. Relocated the entire team. Pivoted the whole product. Raised $250k from power users (literally put a banner in the app asking). Went from flat to 70% month-on-month growth. All because one investor actually cared. Reminder: there are still helpful investors out there. They're just rare enough that when they show up, they can change your entire trajectory.
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Social Graph Ventures
Social Graph Ventures@socialgraphvc·
@saintniko yes and no. i’ve met a lot of one narrative people that are unwilling to change or evolve
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niko
niko@saintniko·
personally take the person who strongly believes in one narrative more seriously than the person who jumps between dozens of narratives within a calendar here but hey that's just me
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Arno 🇺🇸
Arno 🇺🇸@arno39·
hot take: padel will be bigger than golf for business deals within 3 years.
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slappjakke
slappjakke@Slappjakke·
One of my seed rounds from 2023 just vested today Sale price: $9M FDV Current mc: $75k ☠️☠️☠️
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Social Graph Ventures
Social Graph Ventures@socialgraphvc·
@0xaioli agreed, the lead investor hype isn’t a factor like it used to be. you actually have to find good projects and founders, who’d have thought
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Ali
Ali@0xaioli·
probably my favorite thing about the last year (and likely the next 10) is the washout of network-based investing some large lucky fund like animoca, for example, could have hit big on one big retarded play like decentraland, and then used that proof point to subsidize half a decade's worth of continuous raises if you were a scam looking for money during that period, all it took was a single animoca check for a swathe of verminous follow-on VCs to close out your round for you the vermin can only burn LP capital for so long before they realize that they never had any edge to begin with; the vermin-funded founders can only run so many soft scams before they realize they can't extract anymore i'm excited to see this space start funding people who deserve it. the "mouth to anus" human centipede capital cycle will hopefully take its last breath in the coming years
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Ansem
Ansem@blknoiz06·
crypto twitter check in
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Social Graph Ventures
Social Graph Ventures@socialgraphvc·
And thanks to our founders who teach us everyday (We met over 500 builders trying to achieve crypto's mass consumer adoption, and here's the ones we've backed) 1/2 @neynarxyz (@rish_neynar @manan19), @simcluster (@npceo_), @tryfomo (@PaulErlanger), @seam_xyz (@nickconfrey), @unlonely_app (@bdguan), @receiptsxyz (@vmny), @mbdtheworld (@YassineLanda), @discovexyz (@davidvfurlong), @usetapestry (@dgabeau), @PonderOnBase (@PonderColin), @cuemarket, @mikebodge, @rodeodotclub (@saturnial), @clankeronbase (@JackDishman)
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Social Graph Ventures
Social Graph Ventures@socialgraphvc·
We just shipped our new website. Instead of spending thousands of dollars on a revamp, we built it ourselves with Claude Code in just 2 days. Our only costs were the Claude subscription and our domain name. Check out our updated list of portcos. ↓
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