Michael Jordan

Day 1 is always my favorite. A new backpack, new binders, and new pencils. Most importantly, a blank page to write a new story. Today is the first page of the DBA story.

@pet3rpan_ @metaproph3t What do you think is missing from the discussions?

@metaproph3t I think MetaDAO is mechanically great, the discussions around it have been incredibly midcurve imo

MetaDAO will have a higher DPI than 1kx

Today, we release @futarddotio. The place for founders who want to go faster. Forget pitching VCs - raise directly from a community that wants you to win from day #1.

Excited to expand our partnership with Bridge to launch stablecoin-linked cards in 100+ countries. fortune.com/2026/03/03/vis…

@draecomino x.com/different_mj/s… Pretty essential to the disruption, not the one being disrupted

Long Cloudflare $NET on this hilarious Claude Code Security induced sell off. Full thesis coming this weekend.

@QwQiao The modern way to build this is; create solved examples, then for each task have an LLM generate the plain English transformation function. Have a sub-agent model apply them to training examples and use the loss function to score and improve them. Code: github.com/jerber/arc-lan…

ive noticed that over time my code has become less n less hardcoded logic and more n more prompts and markdown files. the latter is just easier to write and more adaptable. guess this is what karpathy meant by "software 3.0"

@oddhash @Cloudflare @eastdakota Yeah, the economic density of the increased workload is TBD (500 pageviews for 1 economic transaction) but they're in a good spot to handle commerce at the edge between agents for sure with Workers and ZeroTrust

@different_mj @Cloudflare @eastdakota given this distribution and cloudflare’s unique ability to tollbooth and throttle agents, the cloudflare stablecoin’s probably going to bring in a big wave of agent-agent payments and agentic finance

Things actually happening with agents today. 1. Agent-native finance isn't happening yet. 2. Messengers are massively underappreciated. 3. Memory and cron are the big limitations today 4. Cloudflare is a winner 5. OpenClaw tells a dif story than Openrouter Data:

Notes: This work was done by looking through the OpenClaw ecosystem. Telemetry and artifacts are byproducts of what's legible so this doesn't cover the totality of agent use by any means but found the results interesting enough to share.

OpenClaw is more indicative of Token Consumption than OpenRouter. OpenAI and Anthropic dominate. Anyone with a subscription goes direct. Be careful what artifacts you use for inference.

There has never been a better time to be sincere, interesting, and interested so I’m looking for more of our tribe. Please reach out to talk about anything. dba.xyz/dbafundii/

We are pleased to announce our $62M DBA Fund II. DBA started as the Bear Market Homework Club. A small and local effort to find our place amongst the sincere, interesting, and interested. These are our people. We are lucky to call them partners, LPs, founders and friends. Thank you to all of them.

Real entrepreneurs with real businesses - like @philip_hurupay - are tapping internet capital markets