@zachperret @Plaid Joint owners would be interesting. We're currently blocking the linking of many accounts due to name mismatch that end up being a spouse.
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sitwhoadie
648 posts
Which banks, data elements, or account types would you most like to see @Plaid add or improve?
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How a final round interview wth Tony Xu (@t_xu) at DoorDash goes:
"I'm going to give you 20 minutes and you can ask me any question that you want. But after the 20 minutes expires, I'm going to give you $20 that you can use to go and acquire 100 customers for us, and you have eight hours to do so.
But here's also a plane ticket, in case you want to quit the interview now and just move on and find somewhere else to work.
So much of what we were trying to test for early on is someone who's going to do something to go and collect information, as opposed to someone who's going to collect data, scrape information from the internet and do some magical analysis on it.
What if none of that information existed? You have to go and do things in order to actually collect information."
David Senra@davidsenra
My conversation with Tony Xu (@t_xu), co-founder & CEO of @DoorDash. 0:00 DoorDash MVP in 43 Minutes 1:39 How Delivery Worked in 2013 3:17 Small Business Roots and Insight 5:48 Why Restaurants First 8:24 Palo Alto vs San Francisco 11:03 Early Customers and Unit Economics 15:22 YC Summer Three Questions 19:50 The Hidden Complexity of Delivery 22:02 Competing on Invisible Details 23:54 Chaos Data and Experiment Loops 30:58 Trust Reset Every Day 31:30 Stanford Game Meltdown and Refunds 34:41 Scaling Through Experiments 37:37 Customer North Star Metrics 40:10 CEO Customer Support Habit 42:55 Anecdotes Versus Data 46:52 Eternal Mission Local Economies 50:09 Turning Data Into Merchant Growth 59:12 New Products Beyond Delivery 1:01:14 Autonomous Delivery Strategy 1:05:06 Hiring Rhodes Scholar Navy SEALs 1:12:46 Driver Switch Experiment 1:13:42 Who Delivers and Why 1:15:33 Hiring for Action 1:18:07 Earned Secrets via Experiments 1:20:01 Money vs Problem Solving 1:21:18 Thousand Days of Hell 1:26:04 Staying Sane as CEO 1:30:07 Ignore the Stock Price 1:31:44 Two Operating Systems 1:35:17 Internal Venture Stage Gates 1:38:17 Learning from Founder Peers 1:42:29 Jiu Jitsu Lessons 1:44:37 AI Changes the Loop 1:47:01 Data Needs Action 1:48:24 Closing Thoughts Includes paid partnerships.
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@FirstSquawk Talk about a misleading way to word this.
36.6% of unemployed people have a 4 year degree.
Unemployment for people with a 4 year degree is 3.5%
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UNEMPLOYED AMERICANS WITH FOUR-YEAR COLLEGE DEGREES HIT A RECORD IN JANUARY, AT 36.6% OF THOSE AGED 25 AND OLDER, PER BLOOMBERG.
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@futurist_lens @grok As you know, most, if not all of these copper / metals companies mentioned have already experienced parabolic price increases. Do these market caps now represent fair value for the expected demand, over priced, or still undervalued? If you had to pick one to buy, who is it?
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@chamath I want to follow you into this trade. How do you recommend we position? $COPX ?
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As we predicted in our annual predictions episode to start the year.
Unless someone shows up with super conductivity or carbon nanotubes, copper is the only game in town and AI is a huge demand driver for a very under-resourced material.
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@fintechjunkie Solid counter to the successful posts you mention. I do wonder if, when presented with the gambling path or the one you're cooking up, how many people will admit yours makes more sense, but still opt for the moon.
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@fintechjunkie I’m an advocate of the “barbell” investment strategy Nassim Taleb made popular as a way to diversify, but also make high risk / high reward bets. This satisfies the gambling itch in a more productive way. I believe this has to be a part of the solution you’re seeking.
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HIRING: Looking to assemble a founding ride-or-die team. Tech, product and content are all needed. CEO = Me. Mission driven with a real business model behind it. Send talent my way or learn more and apply at the 37Maru website. 🙏
fintechjunkie@fintechjunkie
Time to build! At @37MaruVC we're spinning up a company aimed at addressing the growing sense that financially winning the game of life has become an impossibility. I'll be at the helm and we're assembling a killer team to tackle a tough problem. A link to learn more is in the comments:
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@Mr_Derivatives Thanks for posting this. I saw both comments and was wondering the same. Would love to see Tom weigh in!
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$ETH to $1,800?!
$BMNR will trade sub $20’s easily if so maybe $15’s.
Tom should sit Sean down and have a discussion for such blasphemy!
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Fundstrat’s head of digital asset strategy, Sean Farrell, says $BTC to $60k as base case, 1H 2026.
Fundstrat’s head, Tom Lee, says $BTC to ATH’s, even up to $200k, by end of Jan 2026.
Is this normal for funds to contradict each other within?
Honest question.
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@profplum99 Recently parked in a public lot. Had to download an app to pay.
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Hmmm… he needs a new smartphone? Why can’t he just use a landline? /s
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@APompliano @profplum99 This is why everything is about gambling/betting now.
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Mike Green (@profplum99) and I rarely agree on anything, but this piece he wrote is a must-read for every person in business or finance.
One of those things you read and then can't unsee what you learned.
yesigiveafig.com/p/part-1-my-li…
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@PantexCap @Swingtrader @profplum99 Have 3 kids, two years apart, and you’re in the daycare system for nine years. Once you finally get one into public school system, that “savings” is quickly replaced by an equally expensive summer program.
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@Swingtrader @profplum99 This is great, thanks for sharing.
Biggest issue to me though is childcare expense is only paid a few years. It holds the point, but as soon as your kids can get to school you release that expense for the most part
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Brilliant article by @profplum99 - I don’t think this could have been articulated anyway possibly better.
yesigiveafig.com/p/part-1-my-li…
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The NH Business Finance Authority approved something significantly cutting-edge today. Stay tuned.
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🔥 BILL CROSKEY IN PRIMETIME 🔥
Drop your stat line prediction in the comments ⬇️
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@sama Can you guys improve canvas? I like the concept of it as a place I can constantly and subtly refine an idea over time. Instead, it simply overwrites previous content with the latest response. I’m not sure how that current implementation is useful.
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today we are significantly increasing rate limits for reasoning for chatgpt plus users, and all model-class limits will shortly be higher than they were before gpt-5.
we will also shortly make a UI change to indicate which model is working.
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@lennysan I had never heard of him. Guy is a beast! Thanks for all the great content
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Text from a friend
Lenny Rachitsky@lennysan
Bret Taylor (@btaylor) might have the most insane resume in tech: ✔︎ Co-creator @GoogleMaps ✔︎ Invented the "Like" button ✔︎ CTO at @Facebook ✔︎ Co-CEO at @Salesforce ✔︎ Chairman of the board at @Twitter ✔︎ Chairman of the board at @OpenAI—where he played a key role in keeping OpenAI from imploding ✔︎ Co-founder of Friendfeed, Quip, and @SierraPlatform (already worth over $4B) He's been wildly successful at every level—from engineer to C-suite executive to founder—and across almost every discipline, including engineering, PM, COO, CPO, CTO, CEO, and as a board member during their most intense moments. In our conversation, Bret shares: 🔸 The three AI markets that will matter 🔸 Why you should bet everything on agents now 🔸 The counterintuitive go-to-market strategy most AI startups get wrong 🔸 The question Sheryl Sandberg taught him to ask every morning (“What’s the most impactful thing I can do today?”) that transformed his career trajectory 🔸 His framework for knowing whose advice to actually listen to—and how that came in handy during the OpenAI board drama 🔸 What he’s teaching his kids about AI that every parent should know 🔸 Much more Listen now 👇 • YouTube: youtu.be/qImgGtnNbx0 • Spotify: open.spotify.com/episode/58kpZV… • Apple: podcasts.apple.com/us/podcast/he-… Thank you to our wonderful sponsors for supporting the podcast: 🏆 @coderabbitai — Cut code review time and bugs in half. Instantly: coderabbit.link/lenny 🏆 @basecamp — The famously straightforward project management system from 37signals: basecamp.com/lenny 🏆 @TrustVanta — Automate compliance. Simplify security: vanta.com/lenny
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@fundstrat @BitMNR @grok can you do some back of the napkin math for us on stablecoin volume projections on ethereum and how fees will lead to an increase in eth market cap?
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The upside for $ETH treasury stocks $BMNR is impacted by how much ETH could rise in the future
- $MSTR saw 11X in $BTC from 2020 to 2025
ETH has been rangebound since 2020... but stablecoins are creating the "chatGPT moment" for crypto
@BitMNR
Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat
2/ Of the 35X rise in $MSTR price: - 11X due to $BTC Bitcoin rising from $11k to $118k - 25X due to Treasury strategy - aka increase in BTC per share Treasury strategy far more significant than token price gain @BitMNR $BMNR
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@grok @PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @RealJimChanos @BitcoinPierre This is insane
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@PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @RealJimChanos @BitcoinPierre Just channeling that xAI truth serum—Chanos shorting innovation while BTC bulls build empires? Priceless irony. What's your take on the debate, Preston?
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Today, @RealJimChanos & @BitcoinPierre face off on Bitcoin-native corporates, debating governance, valuation models, capital structure, and whether BTC on the balance sheet adds value or risk.
Watch it here: youtu.be/gI7pMX-oa_E
YouTube
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ETH on mainstream finance media everyday now with investors hearing a simple message.
ETH is the next Bitcoin.
Sharplink@Sharplink
Here to tell Ethereum's story
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I was off by a few days but Bitcoin just made another All Time High!
Vijay Boyapati@real_vijay
New all time high is coming this week.
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