Ryne Saxe

Breakout, originally "niche" podcasts like @AcquiredFM and @lennysan have something in common: humble, enthusiastic, endearingly nerdy, charismatic, genuine interest in learning as much as possible about what they cover, and sharing it publicly. Hard work but simple formula. Definitely some insight in that.

vibe check

I grew up in the type of area that's become ground zero for the data center debate: wide open flat land, close to major water and power sources. Most of the opposition is remarkably neutral on the philosophical points of whether AI is good or bad. Almost all the debate hinges on water use (ultra sensitive in highly agricultural areas, especially those already fracking oil) and a fair amount of deeper seeded "fabric of the community" type stuff (if one center goes in, more are coming; and lots of deep mistrust of corporate America after jobs hollowed out and pensions repeatedly cut). On both fronts the concern and debate are pretty rational. @ViktorBunin I'm sure you're right that there's a probably matrix of state sponsorship around AI dis/information floating around on social media. But I haven't (yet) heard sensationalism take over the debate where I'm from. It's based on the very real issues above. Obviously @WillManidis is a huge thinker on this debate, and he's been calling it out for months: Most of the major AI labs are flubbing comms and policy badly in a way that feeds these local debates on individual centers. And they'll become an increasingly easy target until that's fixed.

@ViktorBunin something is making people irrationally opposed to a building full of gpus

71% of americans don't want a data center near them (gallup, this week). 53% of americans oppose a nuclear power plant "in their area". ai is shockingly unpopular

@DeanEigenmann Can confirm Josh's process. Annual Letters also very good.

Philip Equities has one of the best posts highlighting their investment process: philipequities.com/our-process

It's been a journey. But it all informs how we build today. Expertise across onchain and offchain infra, compliance, UI/UX. That’s why leading stablecoin companies build with Eco.

@guywuolletjr You're on fire today

@PaulFrambot Category of hardest no recently?

The art of politely saying no to 99% of things (no to intros, no to calls, no to cool but unecessary features, no to mediocre talent, …) is probably the single most useful founder skill

Random Friday shout-out. I don't know anyone @joinHandshake but it's one of my favorite startup stories right now. Just seems like incredible grit and commitment, rewarded. Commending @GarrettLord and co. Midwestern founders ftw.

@andyyy All very correlated. Real stuff.

Stablecoins, perps, tokenization, vaults. The Big 4.

12/ I'm excited to see this one play out. And I'll just say, it's one huge thing the market is underestimating about how Eco works, and what's to come. Thanks for reading.

11/ We @eco sit in a market segment (programmable stablecoin flows) where we obsess over this level of execution. We're extremely sensitive to price movements across onchain markets. So we've actually been building native onchain routing tech for a long time.

If you're moving money onchain (trading, payments, whatever), onchain/just-in-time routing is an emerging theme you need to be aware of. The @dflow acquisition news and recent proposals like ERC-8211 prompted me to write this 🧵for my fellow nerds and onchain money movers: