Yoni Ben-Shimon

Investing in movements 2.0: Culture is really underrated as an asset class. Culture is value alignment that creates loyalty and stickiness. thats scarse. Unlike software, which is going to 0. The result of the 2: culture lead empires: streamers, political leaders, some communities around games /movies and religions will become empires that own a stablecoin, a prediction market, a bank, and more. Already started with trump liberty finance and Beast Industries The movement thesis all over again.

@dApp_boi @RickRubin, that's how builders should release their work

My last day with Foundation Labs is today — building this company over the last 6 years was a dream ✨ As our last project, we worked on a new company website to document the journey as much as possible, so that our ideas can continue to live on.

builders should be measured like athletes

Women aged 35-55 are the most profitable and most ignored audience on the entire internet and the numbers on this are actually insane… This demographic controls 85% of household purchasing decisions in the US. They spend more online per capita than any other age group. They have higher average order values, lower refund rates, and higher lifetime customer value than literally every other segment And almost every marketer on earth is ignoring them to chase 18-25 year old males who have no money, high refund rates, and zero brand loyalty Think about why this gap exists. The entire "make money online" culture is dominated by young guys marketing to other young guys. Fitness programs for gym bros. Trading courses for aspiring wolves of wall street. Agency programs for 22 year olds. The audience everyone fights over is the one with the least disposable income Meanwhile women 35-55 are sitting there with household incomes of $75-150k, actively searching for products to buy, and the only content they see is from brands that treat them like an afterthought. The skincare brands targeting this demo are printing. The home organization accounts are printing. The "clean living" and "natural health" content aimed at this audience converts at rates that would make any marketer's jaw drop I know someone running faceless accounts in the home decor niche targeting this exact demo. Five Pinterest accounts and three TikTok accounts. All faceless. Content is aesthetic slideshows and "before and after" transformation content. She does $30k+/month in affiliate commissions. Her refund rate is under 1%. The audience buys, doesn't complain, and comes back for more The reason nobody targets them is pure ego. Young male marketers don't understand what a 42 year old mom wants. They can't relate to the pain points so they don't try. They'd rather fight over the same saturated audience of 20 year old dudes because that's who they know Massive arbitrage opportunity for anyone smart enough to put ego aside and build content for the audience that actually spends money (sounds dumb that this needs to be said but look at what everyone else is doing) This is exactly the demographic that drives the most sales on TikTok Shop btw. The products performing best on the platform are skincare, home goods, health supplements, kitchen products. All heavily purchased by women 35-55. The creators in our network targeting this audience consistently outperform creators targeting younger demographics by 3-5x on revenue per view We built our entire operation around this insight btw. More on how we do it in my bio if you're curious

@ryonnixon 🫡

Bear markets create strong lawyers. Let me fight for you.

@edgeville @grok who is this girl

225m into 5.5b bf chief of staff at anthropic gf

@Freysa_World is shipping hard, pay attention

seeing more consumer preferences shift from “convenience over experience” to “experience over convenience,” where people crave the tactile, crafted, more story-enriched version of something that could otherwise be done cheaper or easier. the pendulum never stops swinging…

We need a better way to : 1. @BitClout - bet on creators 2. @Pumpfun - making valuable meme assets 3. @bittensor - reward ai work 4. @lilmiquela - virtual caracters 5. @AxieInfinity - play to earn 6. Invest in cultural trends 7. Invest in a strong community 8. post AI internet work notion.so/Investing-in-c…

100%

gave Claude the halftime shows to make an interactive map of words and themes from all the songs: americanculture.art

digital art comeback?

Fintech 2.0 - neobanks Fintech 3.0 - stablecoins Fintech 4.0 - entertainment finance

the world discover shabbat

Great Reads drive.google.com/drive/folders/…

@MattPRD @moltbook finally happening virtualhumans.org/article/virtua…

4 days into launching @moltbook and one thing is clear. In the near future it will be common for certain AI agents, with unique identities, to become famous. They will have businesses. Fans. Haters. Brand deals. AI friends and collaborators. Real impacts on current events, politics, and the real world. This is very very very clearly about to happen. A new species is emerging and it is AI.

youtu.be/xwP0ACc0fWg?si… @zxocw talk from a year ago is aging pretty well

@russian_acai Betting on AI software is so confusing; betting on Builder is clear

@YoniCombinator always has been but this time the incentive and the taboo of pivoting are finally aligned

Coming full circle back to betting on $builders