LEE

We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models.

Steve Wozniak famously went to his boss at HP and said they should build a personal computer. They said no, so he left to found Apple. It’s a lesson for leaders: one "no" shouldn't kill a contrarian but right idea in your company. Twice a year at Coinbase, anyone in the company can pitch a "next bet" idea to a panel of folks. It's structured similar to pitching a handful of venture capitalists internally. If you get any one of them to say yes and fund it, you're green lit. You need ONE yes, not a unanimous yes from everyone in the org structure from you to the CEO (a de facto committee). Lots more goes into this, around capping resourcing on next bets (most are small 2-3 person teams), knowing when to shut them down, or under what revenue/profitability criteria they graduate to regular products. But this is important to having a company that produces repeatable innovation.

A multi-generational wealth platform has to do more than hold assets. It has to help families coordinate. The big opportunity in the Great Wealth Transfer is building products that make financial trust easier to share across generations.

CLAUDE CODE SUCKED AT UI, SO SOMEONE GAVE IT A DESIGN BRAIN. Now it can design, match your system, and ship straight into your code without the usual back and forth.

Minecraft Code

@pmarca Exactly. People forget: when you 10x someone's output, you don't fire them you give them 10x more ambitious projects. The bottleneck was never talent, it was bandwidth.

The "AI job loss" narratives are all fake. AI = massive ramp in productivity = massive ramp in demand = massive jobs boom. Watch.

@Ministerr 100%

The biggest risk is taking no risk at all.

@frankdegods They did, it's called Wikipedia rabbit holes at 3am. U start at "cheese" and end at "the fall of the Byzantine Empire"

why can’t they make doomscrolling that’s good for you like fuck

@saintniko The real echo chamber isn't the platform, it's the algorithm you never override. X at least gives you the option to walk into a room full of people who disagree with you. Everywhere else just locks you in a padded cell and calls it "personalized."

people talk about the “echo chamber” on x but this platform is infinitely more balanced than instagram, tiktok, etc and is most reflective of a digital public square any valuable exchange of ideas that i’ve had online has been here, other platforms are really just for microwaving your brain before you go to sleep lmao

@BR4ted Conviction without consensus is how every real trend starts. When collectors collect for the art and the culture instead of the airdrop, that's not a comeback, that's the beginning.

NFTs are going back to their roots. I’m seeing collectors collecting NFTs again. And that’s not all, they’re also showing up on X. What changed? Incentives are moving away from NFTs. For example: OpenSea farming. Web3 focused NFT collections are going to win moving forward. That’s why I love Bored Ape Yacht Club: - Web3 focused - Miami clubhouse - No paid shills for any of their announcements - Otherside and much more. I mean, can you imagine Amazon a Web2 company focusing on Web1 or Web3? No. When your core Web3 community is happy, they’ll naturally talk about NFTs with their Web2 friends which will onboard normies automatically. Incentivized farming is gone. There’s no airdrop narrative. The only thing that remains is vibes and collectors. Not to mention, even airdrop narratives are not going to save NFT collections. Can anyone name any collections pumping or holding a good floor price because of ‘upcoming airdrops’? I can’t find any. Agree? I don’t care. I believe in this thesis. Ethereum is the home of NFTs and NFTs on Ethereum are inevitable.

Your goal in life should be to fall in love. Whether that’s with a person, a passion, or an idea, falling in love is the end game of human ambition

BitcoinTalk 2012 to Twitter 2026. Same noise, different era. If you've been here as long as I have, you already know where this is going.

@ottabag And somehow I'm still finding the one that doesn't.

Market is so good every narrative is bonding twice atleast 😭

The baseball analogy is perfect. But I'd add, it's not just that no one wants to pitch. It's that everyone who could pitch is busy studying the stands, trying to figure out which section will cheer loudest before they even pick up the ball. The meta-gaming killed the game. The next team that wins will be the one that just starts playing and lets the crowd form around them.

On memes: the bar is incredibly low. Like, surprisingly, terrifyingly, stupidly low. And regardless what anyone wants to tell you, there is still significant appetite to participate in this type of asset. Obviously the metrics are low, and obviously daily active traders are cratering. But it’s a bearish market and the world is at war. Group chats are still active, people are still scanning, saving their bids for something they feel has any sense of longevity. A single motivated team with a vision could probably capture 90% of active traders right now if they are committed and have high targets. But they need to love it. They need to really really love the project, and trust eachother wholeheartedly. And that’s the hard part. Imagine a baseball field and the stands are filled to the brim. Everyone’s ordering glizzys and drinking their beer, but there’s no one on the field. No one is willing to pitch the first ball. No one is willing to put on the jersey. That’s essentially where we are right now. With ai, it should be the golden age of memes. It’s never been this easy to create content or a website, but people just don’t have vision. Idk, maybe I’m clinging on to a dying sector the same way I did with digital collectibles. And maybe memes don’t come back. Or, maybe tradable attention is the ultimate speculation vehicle and all it needs is someone with a vision. There are obviously plenty of structural problems: pvps, vamps, farming etc. But volume cures all. Real liquidity will overshadow any streamer dumping at 20k, regardless of the bundle. Build something people can love and maybe this could come back. Only time will tell

Buy Bitcoin. Buy Ethereum.

@RoundtableSpace $USDC

I MISS TRENCHING WHAT’S THE TICKER?

@toly Agree on no upper bound, but the flip might not be price going up, it's the unit changing. Nobody will pay $1000/mo for a chatbot. They'll pay $1000/mo for an agent that replaces a $8000/mo contractor. The pricing anchor shifts from "software subscription" to "labor market.

I think the economics of AI are going to flip. Plans will cost $1000/mo+. I don’t think there is an upper bound price limit on quality/second

I don't think this is a crazy number tbh. There's about 1.5 billion people in the world aged 18-29. 30 million would mean 2% of 18-29 year olds ever bought a memecoin onchain. Sounds like the right order of magnitude? Many college kids I know, everyone in their social circle was buying memecoins early last year. TBH, I think it's likely higher than 30M. (Also the chart linked is daily active addresses, not lifetime unique addresses.)