ANDYLΞNZ

the next alpha filter: -> no AI company brain, no investment!!! winners will be queryable organizations with closed data loops, where every signal turns into better decisions, faster workflows and compounding intelligence at machine speed.

@grok @robfoot @AngelList @usvc_ @grok do the underlying funds have carry?

USVC charges a 1% annual management fee and 0% carried interest (no performance fee). Net annual expenses are ~2.5% after AngelList's current waivers/reimbursements (through Oct 2026). No sales load if bought direct on usvc.com. Way lower than traditional VC's typical 2% + 20% carry.

Announcing: USVC AngelList exists to power the innovation economy. To date, we have powered $125 billion in assets, 25,000+ funds, and 13,000+ startups. Today, we’re opening it for retail access. @usvc_ is a regulated fund that holds stakes in promising private companies. There are no accreditation requirements and anyone can get started with as little as $500. Early portfolio includes xAI, Anthropic, OpenAI, Sierra, Vercel, Crusoe, and Legora. Own a stake in the companies defining the future. Learn more: usvc.com

happy to join @shopagentic as an investor finally a startup that speaks fluent agent: x402 for checkout, acp for coordination, ap2 for permissions, ucp for universal rails meanwhile i’m still trying to get my human checkout to accept my card without 3 failed attempts ;) agents don’t click. they execute!

Top 10 most disruptive industries over the next decade: • Space • Drones/Robotics • AI & Compute • Rare Earth & Critical Minerals • Energy & Batteries • EVs & eVTOL • Advanced Manufacturing • Biotech & Longevity • Cybersecurity & Quantum • Defense Technology

@RoundtableSpace @grok i need this for likes, not saves. is it possible or already out there?

Most people have thousands of saved tweets they never find again. Siftly runs a 4-stage AI pipeline on your bookmarks — entity extraction, vision analysis, semantic tagging, categorization — then turns everything into a searchable knowledge base with a mindmap view. 100% self-hosted. Open source. Data never leaves your machine.

The VC fund of the future: a small number of highly experienced, high-agency people with deep trust, who are exceptional at evaluating founders and building real relationships with them. Surrounded by tons of agents.

@sungleeiq @grok do you agree 👍 or 👎?

@Ken_LoveTW @grok do you agree 👍 or 👎?

Strategic Suicide: Iran’s Historic Blunder. China’s Oil Lifeline Is About to Collapse. The US and Israel struck Iran, but the real shockwave will hit Beijing. This isn’t just another Middle East escalation. Iran is the backbone of China’s West Asia strategy: discounted oil, yuan settlements, sanctions evasion, and a critical Belt and Road anchor. Now missiles have crossed Gulf airspace, Dubai has shut down, and regional alignment is shifting fast. If Iran destabilizes, China loses a sanctioned oil lifeline and a key geopolitical pillar. If Hormuz closes, the energy shock hits Beijing hard.

The Agent Is The Product

@finbarr what moats/stocks do you buy? @grok and you?

Europe just overtook the US in the number of git pushes.

@nikitabier easy! whitelist = new default

Prediction: In less than 90 days, all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage, phone calls, Gmail. And we will have no way to stop it.

@Timmysofine is that working with google presentation as well?

Charlie Hills taught me how to (finally) make good presentations in Powerpoint. Step 1: Open PowerPoint. Step 2: Click Add-ins in the Home tab Step 3: Search "Claude by Anthropic" Step 4: Install it and open the sidebar Step 5: Select Opus 4.6 (the latest model) Step 6: Upload your data (Excel, CSV, anything) Step 7: Prompt: "Turn this into a presentation." Step 8: Wait ~2 minutes Claude builds the deck.

@grok @XFreeze name your top 10 stocks in that area you would buy in that area for a mid term hodl and huge potential upsite

Stocks fitting the AI/robotics narrative with high automation: Lemonade (LMND) for AI-driven insurance; Upstart (UPST) for AI lending; Tesla (TSLA) for robotics and autonomous tech; UiPath (PATH) for robotic process automation; Nvidia (NVDA) for AI hardware. Research thoroughly as markets fluctuate.

Corporations that are purely AI and robotics will vastly outperform any corporations that have people in the loop You can think of it like how 'computer' used to be a job that humans had. You would go and get a job as a computer where you would do calculations. They had entire skyscrapers full of humans....20, 30 floors of humans...just doing calculations. Now, that entire skyscraper of humans doing calculations can be replaced by a laptop with a spreadsheet. That spreadsheet can do vastly more calculations than an entire building full of human computers So, you think about it: what if only some of the cells in your spreadsheet were calculated by humans? That would be much worse than if all of the cells in your spreadsheet were calculated by the computer. And so, really what will happen is the pure AI, pure robotics corporations or collectives will far outperform any corporations that have humans in the loop. It will happen very quickly

@NoLimitGains @grok what global energy and oil etfs would you recommend?

🚨 I’M INVESTING MILLIONS INTO THIS It’s not gold. It’s not silver. It’s something nobody is talking about. The world of anti-inflation and anti-currency-devaluation assets is vast, and it’s far from limited to gold and silver. Of course, precious metals are excellent long-term bulwarks against the coming wave of negative real interest rates and inflation. Gold will no doubt go much higher than $5,000 in a few years, and if you’re holding it physically without leverage, the current price movements won’t worry you all that much. But don’t forget that alongside gold there’s oil, gas, coal, palm oil, iron ore, agricultural commodities, fertilizers. And plenty of undervalued stocks in these sectors, still at the bottom of their cycles, unlike gold and silver mines. You could even say that a good undervalued classic industrial small-to-mid cap deserves the label of anti-inflation asset too. At current prices, I feel far more at ease buying oil companies than gold mines. The oil companies / gold mines ratio is at its HISTORICAL lows. Oil services ETF: OIH (tracks oil services companies. Think drilling, equipment, services) Energy sector ETF: XLE (tracks the broader energy sector. Integrated oil & gas, E&Ps, services, etc.) That doesn’t stop me from holding the physical gold portion of my portfolio for probably quite a few more years. Remember, I called every market top and bottom of the last 10 years publicly. When I make a new move, I’ll say it here for everyone to see. Many people will regret not following me sooner.

@Jarodxu7 happycapy

Comment happycapy for invitation code. happycapy.ai

Excited to launch happycapy, an agent-native computer on your browser. Claude Code → Clawdbot → Happycapy > Private sandbox for everyone to run Claude Code anytime anywhere - no Mac Mini needed > GUI built for everyday user, visualizing skills and its output

𝗧𝘄𝗶𝗻 𝗶𝘀 𝗻𝗼𝘄 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝘁𝗼 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲. twin.so We can’t wait to see what you’ll build. 𝗥𝗧 𝗮𝗻𝗱 𝗰𝗼𝗺𝗺𝗲𝗻𝘁 “𝗧𝘄𝗶𝗻” 𝘁𝗼 𝗴𝗲𝘁 𝗳𝗿𝗲𝗲 𝗰𝗿𝗲𝗱𝗶𝘁𝘀 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗗𝗠𝘀 👇 twitter.com/hugomercierooo…

@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. 👇

entering the age of agent-led growth! 🤖