Janis Krums retweetledi
Janis Krums
13.4K posts

Janis Krums
@jkrums
🇱🇻 🇺🇸 Building @lobbicard @BOBhotels 🏨 Invest @badideas_fund @supabase @ashbyhq @maticrobots @limebike @aerones_com @psilera @giraffe360 9x Marathoner
Switzerland Katılım Mayıs 2008
6.6K Takip Edilen10.4K Takipçiler
Janis Krums retweetledi

Today we’re announcing that @NitraFinance has raised a combined $187 million in financing as we build the AI-native operating system for healthcare practices.
We're also announcing that Dr. Richard Park, founder of CityMD and healthcare legend, will be joining Nitra’s Board.
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Janis Krums retweetledi

.@14__ai is building the world’s first AI-native customer service agency for brands.
Congrats on the launch, @marieschneegans and @michaelfester!
techcrunch.com/2026/03/02/a-m…
ycombinator.com/launches/PaA-1…
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Janis Krums retweetledi

The @braintrust team has a rule: refuse to do repetitive work. So, they built Custom Agents to automate it across every team. Now, hours of manual work is done… before anyone logs on.
"What's cool about agents in Notion is that they allow everyone in an org, whether you're technical or non-technical, to do the same kind of automation as a coding agent." — Ankur Goyal, CEO
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Janis Krums retweetledi
Janis Krums retweetledi
Janis Krums retweetledi

We sent this note to our customers to let them know that Braintrust has raised a new round of funding, and thank them for their support. While the money is exciting, our focus hasn't changed: we're building Braintrust to help our customers ship quality AI products.
In 2026, AI is moving to production but teams have never had less conviction about what will fail next. Our customers are building AI products that serve millions and simply need to work. If Braintrust makes their lives easier and their products better, I know we are doing our job.
Thank you to @ICONIQCapital for leading our Series B, and to @a16z, @GreylockVC, @basecasevc, and @eladgil for doubling down. Thank you to the Braintrust team for all the incredible work you've done over the past year. And thank you to our customers, who have made this growth possible.

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Janis Krums retweetledi

Quick update on Bitcoin
- Volatility at Nov 2022 levels
- RSI at bottom of the channel with business cycle bouncing off the lows, comparable to the low of March 2020
- Speculative shorts on CME net $4bln
- Power Law is trading at support
- Mayer multiple in accumulate zone
- Fear and Greed Index has us at 5 today (2.1 standard deviations from the mean - after a full week of consolidation!)
- 1Y divergence BTC -31% vs Gold +74%
- and most importantly, everyone calling for lower
Getting that bullish tingle not seen since Nov 2022

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Janis Krums retweetledi


You know a couple works ❤️ when they email respective company updates out within a minute of each other every month.... @ankrgyl & @alanaagoyal

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Janis Krums retweetledi

I used to be a huge fan of Peter Attia. The Epstein association is bad enough, but rereading this Outlive passage I missed makes me wince.
If you’re a normal person, you would move heaven and earth for your children. Something fundamentally changes when they’re born, a switch flips. That instinct is unavoidable.
Whatever this is, it isn’t the posture of a loving father or a good human.

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@TimDraper I remember reading about it back them. You had great vision to make at bet like this. But then again that's what vc investing is and the infinite upside makes total sense from a risk / reward stand point.
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Fun feature in the History of Bitcoin about the time I bagged 30,000 of the black market BTC at auction.
The night before the auction, I decided that I would actually bid over the market price. The market was $618 and I bid $632.
My thinking was this: either Bitcoin would be extraordinary and transform the world economy, or it wouldn’t.
If it did, the market for Bitcoin against fiat would be infinite, as Bitcoin rose and the dollar fell.
If it didn’t, I would lose my investment. It didn’t really matter much if I bid $617 or $632. I was surprised that I won all nine lots, and I ended up buying more than was prudent for me, so I tried to get my old partnership at DFJ to share the purchase, but they didn’t want it, so I ended up owning the whole thing.
I had to wait about an hour for the six verifications to go through as the blockchain was so slow back then. I made the US Marshall’s office stay on the phone for the entire verification. I had to pay them the money upfront, and they needed to deliver the bitcoin.
historyofbitcoin.io/timeline/cheap…

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Janis Krums retweetledi
Janis Krums retweetledi

Positions ICE has taken:
- We can enter your home without a warrant
- You must carry your papers at all times
- But we can ignore them and only our scanner matters
- We can detain you anywhere, no matter your age, situation or status
- Indefinitely with no access to a lawyer
- And basically no right to a day in court
- We can send you to a third world prison if we choose
- But we can’t bring you back if we made a mistake
- And if you interfere with any of this we can shoot you because you are a terrorist
How is this not a recipe for totalitarianism?
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Janis Krums retweetledi

If there was ever a moment for libertarians and conservatives to step up and join the rest of us, we’re in it.
Americans have to unite and stop this descent from a freedom-loving nation into the kind of place where masked, militarized government agents are sent to politically noncompliant areas to roam the streets, terrorize civilians, and deploy violence with impunity.
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Janis Krums retweetledi

Charlie Munger's advice to Flexport CEO Ryan Petersen: “The key to success is dumb competition.”
“I always say that to people who are building AI companies. What a nightmare. Your competitors are literally AI geniuses.
You should find a way to apply AI in some other domain so you're not competing with the smartest people on planet Earth.”
@Flexport CEO @typesfast on The Knowledge Project Podcast with
@shaneparrish
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Janis Krums retweetledi
Janis Krums retweetledi

WHO LOST CANADA?
It was obvious that China/Canada would happen. Here's how it happened, and what may happen next.
(1) First, in early 2025 it looked like Canadian conservative Pierre Poilievre was a straight shot to win Canada. Instead, all the MAGA posts about annexing Canada undercut Pierre, boosted left nationalism, and turned what looked like a sure thing into an epic defeat. The result was Mark Carney:
(2) Carney is on the left but is far more intelligent than his predecessor, Justin Trudeau. He's also the former governor of the Bank of Canada, and understands that the G7 (including Canada) is in the midst of sovereign debt crisis. And the Canadian dollar is going the way of the US dollar, which is to say that it's going to zero. Canada needs access to hard goods and will trade natural resources to get that. Hence, China. Carney's Canada may become a sort of North American Russia, trading oil and lumber to China for cars and electronics.
(3) Who lost Canada? The fundamental reason this happened is that MAGA ironically doesn't understand its own self-interest. Even the term "America First" is misconceived, because it groups a Blue American like Elizabeth Warren together with a Red American like JD Vance...when in reality the Red American and the Red Canadian (like Pierre Poilievre) have much more in common. All the "joke" posts on annexing Canada managed to needlessly put Red Americans at odds not just with Blue Americans and Blue Canadians, but also with Red Canadians.
The Greenland thing will have exactly the same effect, as it'll end up pushing Western Europeans to China. That's actually why most ultranationalist movements fail: they're just so shortsightedly tribal that they're terrible at building coalitions.
(4) Anyway, while Carney is the first to be this explicit about aligning with China, expect many other Western leftist leaders (like Newsom and Walz) to line up with China over time. The reason is that while Democrats really did fight Communists from ~2021-2024 over the question of who'd run the world's most powerful state, Democrats lost. All the chip sanctions and isolation tactics that somewhat worked on Russia, and frankly might have worked on almost any other country, just didn't work on China...because China had enough internal economic scale to essentially be their own autarkic civilization, and build whatever they needed.
(5) So: the anti-China Biden Democrats have been replaced by the China-curious Newsom Democrats. And now the China-aligned Carney Canadians. With Carney making the first move, you should expect many more blue state Democrats to align with China, particularly those on the West Coast like Newsom.
(6) It's simple coalitional math. Democrats are the ingroup, Republicans are the outgroup, and Communists are the fargroup. So, for Democrats: the enemy of their Republican enemy is their friend. And there is much for them to admire in the Chinese political system. After all, Democrats and Communists both built one-party states:
(7) Newsom in particular is likely the next shoe to drop, because even in 2023 he was reaching out to Xi. He's also spoken in Xinhua (Chinese state media) about becoming China's "long-term, stable, and strong partner." Newsom posts images of himself shaking Xi's hand, while also posting images of Trump in handcuffs. It's clear which President he's more comfortable with:
(8) The California wealth tax is also worth mentioning here. As M. Guimarin correctly pointed out, the net effect of the wealth tax is for blues to drive tech out of the state. That's not an unintended consequence: the purpose of the wealth tax was to either rob or deport the sole remaining political opposition to Democrats in California, namely technologists.
(Side note: Democrats are historically much better at mass deportations than Republicans, as they take a whole-of-society approach to it, and persist with it over decades, and do it silently and nonviolently. That's how Republicans were pushed out of university faculties, media companies, and California itself. It was once a dark red state, and now it's deep blue.)
(9) Anyway, with the technologists pushed out of California, Newsom's blues can welcome in the Chinese, who won't be subject to the same wealth taxes as they aren't US citizens.
(10) There is also an obvious geostrategic aspect to this: Chinese Canada is a bridge across all the blue states, from the West Coast to the Northeast. So as blue states like Minnesota and California engage in more "soft secession", they can all link up with Canada, and get supplied by China.
Decades ago, this map was made as a joke.
Perhaps it becomes all too real.




Balaji@balajis
Unfortunately, it's obvious that China will reach out to Canada. x.com/sherkhantx/sta…
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