Adrian Pang ⚡️

This week I had the pleasure of speaking with @fredwilson from @USV, we covered: 🎮 Gaming & payments driving mainstream #crypto adoption. 💵 Investing in #Web3. 🏀 The future with #NFTs & @NBA_Topshot. The @flow_blockchain #OWB program is shaping up to be pretty exciting!🚀

Amazing opp by @menemazarakis and co 🚀

In plain sight! 👀

most investors misunderstand the Google Genie launch the real opportunity isn't recreating Fortnite or GTA - it's the emergence of an entirely new storytelling medium, on par with the first film, comics, or short-form video world models won't build traditional AAA video games anytime soon. games today are deterministic: predefined rules, scripted events, fixed logic. you go to the bank and a robbery happens, squeeze a trigger and the gun does X damage etc. multiplayer games like Fortnite require 100 clients to agree on the same state, frame by frame world models like Genie are different. they're probabilistic - the next frame is inferred, not scripted. neither player nor developer knows exactly what will happen until it does. that makes them poorly suited for traditional games. the generations also have a delay, are expensive, and hard to control (as of today) however, world models also have unique strengths: - deep personalization - an infinite canvas - integration with coding / creative agents - radically lower barrier (and blank slate) for new creators instead of forcing world models into existing game formats, imagine a new storytelling medium built around these strengths: - Dune fans stepping into Arrakis to retrace Muad'dib's journey - Game of Thrones fans creating alternate endings with friends - Niche literary genres like Lovecraftian romance or alternative military history exploding into pop culture - 100M+ fan fiction writers building worlds to illustrate their rich imaginations - Film students breaking out with immersive documentaries about exotic places / people in the world most of us will never visit we're just at the beginning of this journey. models are improving quickly. control layers, editing workflows, creator tools still need to get built - but they will come i believe there's a rare opportunity in the near future for the right team - blending creatives and technologists - to build a Pixar for this new storytelling medium. just as Pixar unlocked new types of stories through computer graphics, world models / interactive video could unlock a new category of interactive experiences we can't yet fully predict today for more detail, check out our earlier blog on this 👇

It’s already here. The future of social is going to be weird

Our mission is inspired by @gregisenberg @rrhoover @mikekarnj 📢 substack.com/home/post/p-18…

Loneliness is skyrocketing. Run clubs and supper clubs are exploding. People crave in real life connection. After a decade in startups, working for @moonpay and @dapperlabs I'm now back and building in this space 🚀 Wrote about it here [link below]

@hugomercierooo Twin

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗧𝘄𝗶𝗻 — 𝘁𝗵𝗲 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗯𝘂𝗶𝗹𝗱𝗲𝗿. No setup. Secure. Infinitely scalable. We just raised a $𝟭𝟬𝗠 𝘀𝗲𝗲𝗱. After a beta with 𝟭𝟬𝟬,𝟬𝟬𝟬+ 𝗮𝗴𝗲𝗻𝘁𝘀 𝗱𝗲𝗽𝗹𝗼𝘆𝗲𝗱, we’re now opening to everyone. RT and comment “Twin” — first agents on us. 👇

@Nick_5anchez playkit report 🙏

In 2025 Playkit paid out $1.1M+ in ugc creator spend. The return -> 755M+ views accross TT and IG. We've consolidated all our data from this past year to break down the biggest insights in the app space: - best app categories for ugc - average cpm per campaign - avg campaign benchmarks for month to month + more report read time (10m) comment "playkit report" and ill dm you

Working on something new in IRL 👀 Who’s down to fill a quick survey for early access? 💛 👇 [Link]

@IlyaAbyzov Would love to try! 🙏

Working on Torch 🔥 Unified health record + LLM in one iOS app. Syncs records from hospitals, labs, Function, One Med, PDFs etc. Makes it simple & fast to get all your health data in one place + get LLM help making sense of it. Reply/RT for TestFlight invite. More below ⬇️

@SamsungMobile #stop

@adriankpang Ultra comfort from sleep to workouts. Meet #GalaxyWatch8 and Watch8 Classic, your personal health coach on your wrist. Reply #stop to unsubscribe.

@cjpedregal @MrJamesFisher @meetgranola Need this! 🔥

Demo alert: What if your company wiki was automatically written and updated by LLMs? @MrJamesFisher built a demo of this for @meetgranola using all the meetings we've shared internally. Observations so far: it's incredibly up to date (no more stale docs!) and it requires zero effort. Not having a human author feels... different. When it's missing context on something (ie when something happens but we don't talk about it in a meeting) I want to add it manually to the wiki, but then that'll disappear the next time the page gets regenerated... Generally, makes me bullish on workflows where humans feed tons of unstructured data (easiest of which to create is conversations) to an AI, and then AI organizes + structures it on the fly.

@cjpedregal @meetgranola Amazing! I love @meetgranola 🙏🙏

Say hello to Granola for iOS. When we launched @meetgranola, we wanted to bring the magic of AI notetaking to your Zoom calls. Today, we're bringing that magic to your in-person conversations. Give it a try and let us know what you think!

@bnj @variantui Congrats! Would love access 🙏

We raised $5.9M to build @variantui: code generation with taste, range, and room to explore Invites start rolling out today, reply for early access

@J__Cub @superpower @ForerunnerVC Congrats!! Love @superpower

announcing @superpower's $30m Series A to build the world's first AI doctor and health super app led by @ForerunnerVC 🧵

@rustemphd +

playbook that helped me to get 40M TikTok view in 3 months this could literally help you to make millions of $ hit the + in comments and i'll dm it to you for free. no courses. no bs.

@seyitaylor gimme

chat, I've built my first iOS app. Testflight dropping as soon as Apple approves it. Reply "gimme" if you want to get as addicted as my friends that have tried the web version.

@BobbyThakkar Heard @athenago is the move, @rrhoover thoughts?

Any tips on hiring a remote EA?

@nikillinit @vedikaja_in @nicolo

Dishoom made nearly $150M in revenue in 2023, though only about ~$10.3M in operating profit pretty impressive considering how consistent the quality is as they've scaled (11 locations now) also the founders are Harvard Business school grads and did bain/investment banking lol