andy tang

Congrats to @DraperVC portfolio company @XanaduAI on listing on @NasdaqExchange! Xanadu follows a long line of Draper quantum computing companies: @dwavequantum and @rigetti before them. Over ten years ago we backed those two on superconducting principles. Then @TimDraper found @_cweedbrook in 2019, and we went all in on photonics. Thank you team Xanadu for leading us to the next phase of quantum computing. More via @BNNBloomberg bnnbloomberg.ca/video/shows/th…

Congrats to @DraperVC portfolio company @XanaduAI on listing on @NasdaqExchange! Xanadu follows a long line of Draper quantum computing companies: @dwavequantum and @rigetti before them. Over ten years ago we backed those two on superconducting principles. Then @TimDraper found @_cweedbrook in 2019, and we went all in on photonics. Thank you team Xanadu for leading us to the next phase of quantum computing. More via @BNNBloomberg bnnbloomberg.ca/video/shows/th…

@sytses @sama @sytses your personal triumph through is nothing short of miracle. You have done more personally than many of the big pharma.

@sama It isn’t easy yet but ChatGPT gives the patient much more power than before. We gave 6 examples of how we used Chat for my cancer during an OpenAI forum talk last week forum.openai.com/public/events/… There are many companies trying to democratize vaccine development with AI, I’m a big fan of Serova serova.bio

The coolest meeting I had this week with was Paul, who used ChatGPT and other LLMs to create an mRNA vaccine protocol to save his dog Rosie. It is amazing story. "The chat bots empowered me as an individual to act with the power of a research institute - planning, education, troubleshooting, compliance, and yes, real scientific design work in converting genomic data to a vaccine prescription and designing the treatment protocol around it. But they worked alongside humans at every step. The combination is what made it possible." It immediately got me thinking "this should be a company". Also, Paul is an extraordinary guy. This should be easy to do, but it is not yet.

WOW! College students: @stevewoz, @JoeMontana, and @thefriley are just joined the Investor Council of @America250 ! They will join @RosieRios @TimDraper and me to review submissions from the next generation of American entrepreneurs. top 30 come to Si Valley to pitch in person, expenses paid. top 10 each gets $20K award. one-pager or 60 sec video. Applications close soon. Submit your business ideas at america250.org/americas-start…

For those of us in venture, this changes how we think about team building at seed and Series A. Starting a company and creating employment used to be nearly synonymous. Now it's not. We're in the early innings of figuring out what that means for workers, wages, and the broader economy. The founders who figure that out early are going to have a serious structural advantage over those who default to hiring their way to scale. @feltsensefund @MarikHazan

Turbo.AI is a great example. 8.5 million users and $1M a month in revenue with 13 employees. Two years ago that would have required over 100 people. This isn't the end of hiring. But it redefines what a founding team needs to look like at the early stages.

@FortuneMagazine ran a piece this week on how AI is fueling a new wave of startups, and I was happy to share what I've been seeing on the ground. The short version: the best founders right now aren't just building with AI - they're using it as leverage to do more with less, faster than any previous generation. Across the startups I've been talking to, the average engineering team has shrunk by about a third. Not because of budget cuts, but because putting money into AI tools is delivering better returns than adding headcount. We're talking 3-5x the code output at a fraction of the cost. As I discussed with Marco Quiroz Gutierrez, if you do the math, you don't need nearly as many engineers to get to the same output. fortune.com/2026/03/22/ai-…

Speaking today at the SOLE (State of Latino Entrepreneurship Summit) Summit on a panel about shaping the AI economy, alongside Valentina Ratner (@allspice_io), @AhmadRThomas (@SVLeadershipGrp), and Yusuf Kazi (@BankofAmerica). Happy to chat if you're around. @StanfordGSB @LBANstrong

$20K for each of the ten winners to America's Startup sponsored by @America250 and US Congress. Deadline 3/31/26. College Students - Don't procrastinate ! :)

Good piece by @jmackin2 in @WSJ: wsj.com/finance/commod…

Third, and more interesting, central bank behaviour. Over the past few years, central banks have been a major source of demand for gold, steadily shifting reserves away from dollars. That’s been a key pillar of the bull case. But in an environment of rising energy costs, disrupted trade, and tighter liquidity, some countries may need to use reserves rather than accumulate them. That changes the dynamic. If central banks are no longer consistently buying gold (or are even selling) the structural support weakens. That shift matters more than the short-term price move. Also worth noting: Bitcoin is up over the same period. Different assets, different roles in the system.

Gold is supposed to rally during geopolitical shocks. Instead, it’s down ~15% since the Iran conflict began, which is a signal worth paying attention to. Three things are driving this. 👇

This Tuesday, we’re diving into the Orion Fund proposal with @EdnStuff. Joined by the Draper Dragon team, we’ll break down what this means for the Cardano ecosystem and answer your questions live. 📅 March 24 🕐 5:00 PM EST 🕐 10:00 PM CET 🕐 6:00 AM JST (March 25) Bring your questions and be part of the conversation.

@Cardano_CF Blockchain is the cheapest IT upgrade ever happened to gov tech. Everyday Citizens are the biggest beneficiaries.

"2 billion people don't have a national identity. When they get one through blockchain, you have disruption. It's going to be a massive change." That's the scale of what's at stake. And it's why being in the US this week felt important. This week, the Cardano Foundation was across the US. @F_Gregaard in New York with @YahooFinance, @GBBC_io, and @FINTECHTVglobal. And today, our CLO Nicolas Jacquemart is in Washington DC speaking at @MerkleScience's Merkle Meet DC 2026. Two cities. The same questions. That's what drives our work.

@ItsDave_ADA Democratizing financial access is the foundation of social mobility and democracy.

Cardano gives open access to financial and economic tools to anyone with an internet connection. Access is not decided by geography, political alignment, or credit history. Those systems are built on gatekeeping, where a small number of institutions define who can participate and on what terms. On Cardano, the rules are enforced at the protocol level. Transactions settle deterministically, smart contracts execute as written, and access is permissionless. There is no central party approving a loan, blocking activity, or assigning a score that defines your options. A wallet is enough to interact with lending, trading, staking, or to deploy your own logic on chain. Identity is not a prerequisite, and participation is not conditional on status or location. This matters because it shifts control from institutions to individuals. The constraints move from social and political structures to code and infrastructure. What you can do becomes a function of what you build or choose to use, not who you are. The barrier is simple and consistent. You just need an internet connection.

If you’re building or looking to connect, reach out. As promised, the contact form is below or available on our website.

A question came up regarding the difference between “Cardano-native” and “Cardano-integrated” builders in the Orion Fund proposal. Here's the difference: ➡️Cardano-native Teams already building within the Cardano ecosystem today, using Cardano as their primary and often sole development layer. These builders strengthen the network by continuing to develop applications and infrastructure directly on Cardano. ➡️Cardano-integrated Established projects from outside the ecosystem that deploy or integrate onto Cardano, bringing new users, liquidity, and activity to the network. These integrations will be evaluated through clear KPIs, including the measurable value their integration brings to the ecosystem.

when mainstream media starts to report on our investments, we know we have done our job. @aureliuslasers is already so many iterations ahead of this unit cited in @nytimes! great job @LaFrogman and team + nice read by @fstockman 👉 nytimes.com/2026/03/13/bus…