cyrus.fun

amen

@staysaasy Software caught up to hardware and now its limited in innovation. We need another hardware revolution before you get apps recommended to you again.

New iOS apps have exploded in the last six months due to AI coding. Number of new apps people have recommended to me: 0. Number of new apps people have mentioned to me that they’re using: 0. Number of new apps that I’ve downloaded: 1.

@nateliason @BoredApeYC pumpya bags and do this :D

How funny would it be if there’s another NFT run because people want cool PFPs for their agents. Only 10,000 agents can have punks…

@acesdotfun Safe to say that we're all set for next week...

Market dumps shake narratives. Tokenization doesn’t flinch. Why? Because tokenization isn’t built on hype cycles it’s built on real assets, real demand, and real utility. When prices bleed, fundamentals keep building. When liquidity dries up, tokenized RWAs & collectibles keep onboarding. When traders panic, builders keep shipping. Market meltdowns only filter out noise. They don’t stop the inevitable move of value on-chain. Tokenization is a structural shift, not a seasonal trade. And every dump just gives more time to accumulate conviction. $ACES stays focused. Phase by phase. Block by block. The upside isn’t about surviving the dump, it’s about owning the future that comes after it. 🔥

@acesdotfun A for $ACES, A for Alpha. As simple as that.

What better timeline alpha than $ACES? Hyped real-world collectibles are coming on-chain fast. Phase 2 loading 👀...

@gregisenberg I think onlyclaws will do better. sex sells. I want 10% for anyone who does it.

Someone will create the "AI agent Olympics" AI agents compete against each other in different "sports" aka tasks on the internet. 10M+ people will watch Polymarket or Kalshi or Draftkings will be involved May the best Clawdbot win.

@chamath basically refactor

18 months ago, I started 8090 with the goal of replacing/rewriting all the legacy software in the world with modern, useful alternatives. We are making so much progress with many Enterprise customers that starting tomorrow, we will release our “Software Factory” into the wild so anyone can try it. Software Factory is exactly what it sounds like: (1) A collaborative, governed modular system that allows humans, agents and AI to work together to build highly reliable, well documented, zero-drift code for enterprises. (2) Whenever code changes, your PRDs and Eng Plans automatically get synched. (3) You can dump entire code bases into it so you can document/map exactly what that legacy code base does so you can more easily maintain and migrate it. (4) You can build “Assembly Lines” with our Software Factory to memorize and automate specific patterns so you can repeat them endlessly with increasing accuracy. All of this happens in a system that absorbs tribal knowledge and documents everything so that systems don’t take setbacks as people, strategy and roles change. One company is using Software Factory to create an Assembly Line that will deprecate a $15M/yr SaaS vendor for their own solution at a fraction of the cost. This is the future of Enterprise Software. Say good bye to long term lock-in, multi year migration projects, expensive maintenance budgets and more. It starts tomorrow!

@acesdotfun Unlimited upside 📈

Everyone agrees RWAs are coming. Very few are positioned early. Even fewer are building infrastructure. That gap is where the upside hides.

😭

@craigzLiszt neurolink prolly

within the time-span of 2 years: - cursor kills vscode - claude code kills cursor who's going to kill claude code?

@brian_armstrong I like your thinking. But your solution won’t achieve what you want.

There’s a fundamental problem with global wealth creation: - Capital markets overwhelming benefit the rich - Working income growth is massively outpaced by capital income - Most people are unable to or priced out from participating in the best financial markets Everyone should have the same opportunities. It shouldn’t be determined by where you're from or how much money you have. The solution: tokenization, to unlock truly global markets for everyone.

@emilyinvc @VCBrags should be all over this haha

I have a small angel check ($5,000) that grew to ~$325,000 in ~12 month. For very good reason, I do not believe in the future of the company and want to sell. Who should I reach out/how should I go about selling it? What discount should I expect?

@emilyinvc @catboosted you are not a VC

@catboosted I am a VC, but I've never sold before

@emilyinvc You're fudding? If you're a startup, please don't take money from this person. And in bad faith, you're selling something you think is worth 0? lol

@Crypto_Pranjal Brian and Jesse's rhetoric after Dec 2025 is that they will focus on finance and not social or app. This info is stale and misleading.

Base Airdrop: Founder’s Hints 👀 So yeah, it’s pretty much confirmed now, a $BASE token is being worked on. But the real question is: Are you positioned well for the airdrop? Here are 3 hints from the Base founder that could be part of the airdrop criteria. Nothing is guaranteed yet, but this is probably the clearest direction we’ve got so far. ------------ ▶️ Hint #1: Trade On Oct 6, 2025, Jesse tweeted: “Trade and you will be rewarded.” This likely means you should stay active on Base by trading/swapping regularly. It doesn’t matter which dapp you use, as long as you’re using the Base chain. You can swap on apps like Jumper, or trade perps on something like Avantis. Just don’t do it like a bot. Don’t spam meaningless swaps back and forth just to farm volume. Those things don’t really work anymore. In my view, the best approach is to use Base like a normal user. Swap when you actually need to, and just stay consistent over time. Also, this hint might be pointing toward the Base mobile app too. There’s an inbuilt swap feature inside the app, so it’s probably worth using once in a while. If you haven’t already, download the Base app, import your main wallet (the one you use most on Base), and do some swaps time to time. Download Base app: base.app/invite/pranjal… ------------ ▶️ Hint #2: Create On Sept 20, 2025, he tweeted: “Create and you will be rewarded.” This part seems to be about content. Not just posting about Base on X, but also creating content inside the Base app itself. A lot of people assume this matters only for big accounts, but honestly, I don’t think so. The Base app is still early, and most people aren’t posting consistently there. So if you stay active and keep posting regularly inside the app, it could give you a huge edge. ------------ ▶️ Hint #3: Build On Sept 19, 2025, he tweeted: “Build and you will be rewarded.” This one is pretty simple, it means building on Base. That includes building normal dapps on Base, and also building Mini Apps inside the Base mobile app. This obviously is mostly for devs, so not everyone can do it. But if you’re a developer and you’re seriously trying to position for a Base airdrop, building a Mini App is probably one of the strongest moves. ------------ So yeah, these hints are basic, but the real game is consistency. If Base does an airdrop, it probably won’t reward wallets that spam 200 swaps in one day. That kind of farming looks fake and is easy to filter now. What Base will most likely reward is real usage over time. So instead of chasing volume, focus on building a clean history. Use Base weekly, keep some funds on Base, swap when you actually need, and interact with a few different apps. Also, the Base mobile app matters. It’s clearly something they want people to adopt, so swapping inside the app and posting there regularly can give you an edge, because most people still aren’t consistent there.

ai god mode + privacy 1. Claude Code 2. This github.com/musistudio/cla… 3. Venice API: api.venice.ai/api/v1 4. DIEM Connect these four things together and you can access free and pseudonymous inference on Opus 4.5 or any other leading model. Config for 2 is below. Have fun!

@aakashgupta well said. tho, I'd rather keep 90%+, not raise or raise very little, exit for $10-50M. I'd make more money than going to series A,B, C etc...

The hidden math most founders never see: VCs need 3x fund returns to stay in business. A $100M fund needs to return $300M. If they own 20% of your company at exit, you need to sell for $1.5B just for them to hit target on that one bet. They’re making 30 bets. Most will zero out. So the winners need to return 10-50x to cover the losses. Your $30M exit where you keep $25M? Returns their capital 0.6x. They’d rather you swing for $1B with a 5% success rate than take the $30M with 40% odds. By Series B, founders typically own less than 30% of their company. By Series C, that drops to 15-25%. A $50M exit at 20% ownership nets founders $10M before liquidation preferences. The bootstrapped founder selling at $40M with 90% ownership walks with $36M. The incentive structures are pointed in opposite directions. VCs optimize for portfolio returns. Founders optimize for personal outcomes. These only align at $500M+ exits. Getting to $3M ARR without outside capital usually means the team has found product-market fit and maintained cost discipline that many VC-backed peers never develop. That operational muscle compounds. The $10M ARR bootstrapped company learned to print cash. The $10M ARR VC-backed company learned to spend it. Both paths can work. The difference is who the math works for.

@sodofi_ Been around since 2017. Paxful

day 2 of onchain app ideas: problem: over 20% of gift cards go unused, wasting billions solution: onchain gift cards that lock funds and let recipients spend it flexibly how it works:

@thejustinwelsh It’s bc VC need to create public attention around startup to pump their bags

We strangely celebrate the startup that raises $4M more than the small business owner who earns $4M.

@leerob How can I get multiple agents to pair program?

Trying something new... Ask me to explain anything about Cursor (or AI in general) and I'll try to respond with a short video (hopefully less than a minute) 👂