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Will
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Will
@willhamilogden
Research and Product at @grayscale Prev VC at https://t.co/JUtkZ0di2A | https://t.co/PbetdAppFO Opinions are my own. Disclosure: https://t.co/d1OPIuHW90
Katılım Mayıs 2015
2.3K Takip Edilen609 Takipçiler
Will retweetledi
At the current growth rate of 3x every quarter, Anthropic's revenue is on track to surpass Google in Q4 this year, Amazon in Q1 next year and the entire United States federal government somewhere in Q2/Q3.
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Will retweetledi
i cannot understate how insane this is. from ZERO to openai acquisition in 18 fucking months lol
TBPN didn't exist 1.5yrs ago. they weren't even called TBPN lol. im betting the price tag was $100M+
fucking meteoric rise too:
- tbpn earned $5M last year, were on-track for $15M this year... fastest growing media brand by a mile
- editorial independence - all brand and content rights remain independent from openAI (important), tbpn still dictates what they say and what they publish.
- team will join openai's strategy org informing on the company's global comms strategy.
- huge win for both companies but ESPECIALLY openAI, tbpn are fckin good at managing the discourse around AI and explaining to normies and investors why the tech is great
massive win for openai.
Tibor Blaho@btibor91
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OpenAI is acquiring TBPN
This has been a dream job and the show only gets better from here
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Will retweetledi
Just hard to overstate the scale of this $122B raise for OpenAI.
- First $100B venture round in history
- 3x larger than the 2nd largest ever which OpenAI did in 2025
- 6x larger than anything done before 2026
- Larger than the next 5 largest combined
Silly amount of money.
OpenAI@OpenAI
Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation. The fastest way to expand AI’s benefits is to put useful intelligence in people’s hands early and let access compound globally. This funding gives us resources to lead at scale. openai.com/index/accelera…
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Will retweetledi
Applied Intuition CEO @qasar says the market for physical AI is "way, way bigger" than the market for white-collar AI:
"I used to be at Y Combinator. I was the COO, ran the firm, and funded lots of interesting companies. And one of the analogies I used to use to help founders understand market potential and size is: I grew up in Detroit. You're sitting in the Detroit metro airport at a gate, and you look around. How many of those people are using Claude Code? Frankly speaking, not many."
"But how many of those people drive? How many people work at construction sites? How many of those people ride in buses? How many of those people serve in our armed forces? The point is: a much, much larger group."
"The market for physical AI is way, way bigger. Purely because the surface area is much bigger."
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Great kickoff at NVIDIA GTC - starting with a fun panel on agentic AI this morning with @steipete @SGRodriques @hwchase17 @saranormous @Alfred_Lin
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Will retweetledi
There's a lot of really exciting developments happening in decentralized AI training this year. Here's my take on why decentralized training is moving from "impossible" to "investable". 🧵👇
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Will retweetledi
Stablecoins have bought hundreds of billions of dollars of U.S. treasuries
AI labs are at approximately 0
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Will retweetledi
From Stripe annual letter:
"In our view, agents will most likely soon be responsible for most internet transactions, and we will likely need blockchains that support more than one million—or even one billion—transactions per second."
Brian Armstrong@brian_armstrong
Very soon there are going to be more AI agents than humans making transactions. They can’t open a bank account, but they can own a crypto wallet. Think about it.
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Legally restricting access to intelligence.
This is a part of the @bittensor thesis:
Polymarket@Polymarket
BREAKING: New York bill would ban AI from answering questions related to medicine, law, dentistry, nursing, psychology, social work, engineering, & more.
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A16Z is one of the few who will be able to raise north of $500M-1B in crypto, according to Fortune they’re looking to raise $2B.
The Great VC Consolidation Of 2026.
Andy@andyyy
There are only a few VC funds left who will be able to raise anything significant in crypto. A massive consolidation is happening. Paradigm, Dragonfly, Haun, Framework, and a few others will be the ones who rise out of the ashes...
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Will retweetledi
(New essay) AI Safety Has 12 Months Left (if any time at all)
Faster takeoff scenarios along with the events of the past week leave a narrow window to restructure AI safety as an enterprise premium instead of a consumer tax.
If unable to execute this, the AI Safety movement is likely out of time.
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Will retweetledi
As AI agents become more autonomous, they need their own financial rails to transact globally. We've been building Kite for exactly this purpose.
Great to see @Grayscale share this exact vision in their Feb 2026 Market Commentary, highlighting Kite as the blockchain built for "agent-native stablecoin payments".
The future of the AI economy is on-chain, and we are just getting started. 🪁
Read the full report here⬇️
research.grayscale.com/market-comment…
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Great overview of the future of commerce.
Consumer investors waking up to agentic commerce powered by stablecoin rails.
M13@M13Company
Shopping behavior is shifting rapidly. More consumers are using general-purpose LLMs like ChatGPT for discovery and research and soon, inevitably, the human shopper will eventually delegate final decisions to agents, who are learning a lot about your personal preferences. As new rails emerge to support agentic commerce, we believe value will accrue in two directions. Some incumbents like Shopify, Stripe, Google, Meta, and OpenAI are well positioned to capture meaningful share. They already own ads, distribution, identity, payments, and infrastructure. But every platform shift also creates space for new companies to define the interfaces, protocols, and tooling that make the system actually function. The biggest outcomes often come from those who shape how the new behavior works. We believe that once again, the opportunity breaks down into three familiar layers: 1) discovery & advertising, 2) inventory & curation, and 3) checkout & payments. The new rails being built will determine how humans and agents transact for years to come. Dig into the new rails of agentic commerce by M13's @brentmurri and @WhitneyHazard: m13.co/article/the-ne… 📸: Commerce founders, investors, and operators gathering at last year’s Google x M13 commerce innovation summit!
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Will retweetledi
AI agents aren't going to go down the street to an ionic column, marble bank to get a normal bank account, and transact in paper money.
They have to use electronic money.
So, as AI agents become more impactful, they have to use blockchain assets and that will just increase the demand for blockchain assets.
Pantera Capital@PanteraCapital
We’re witnessing a convergence of AI and crypto. AI agents can't walk into a bank, open an account, or transact in paper money. Crypto provides the financial rails for AI agents to exchange value online. As AI adoption grows exponentially, we believe crypto demand will follow naturally. @dan_pantera @bloomberg @crypto
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Will retweetledi
The CEO of a $95 billion company just said something that should TERRIFY every software executive on the planet.
Patrick Collison, the man who built Stripe, went on TBPN last week and compared the entire software industry to frozen food.
His words: "Software has been created years beforehand, freeze-dried, and then prepared at the moment of consumption."
That era is ending.
His new model for software? Pizza.
Fresh pizza, made to order, right then and there.
Exactly what you need, the moment you need it.
That is the future Collison sees for all software.
What does that actually mean?
It means AI agents will build you custom software in real time.
No subscriptions, bloated dashboards and one size fits all.
Software cooked for you, that moment, then gone.
This is already happening.
Anthropic launched Claude Cowork in January.
Within weeks, $2 trillion in software stocks evaporated.
IBM had its worst trading day in 26 years, legalZoom dropped 20% and the entire SaaS sector is in freefall.
They're calling it the SaaSpocalypse.
The old software model was simple, spend millions building a product, sell it to everyone and collect subscriptions forever.
Fixed cost, infinite monetization and winner takes all.
That game created trillion dollar companies: Salesforce. Adobe, Oracle, Microsoft.
Collison says that game is now breaking.
Why? Because AI introduces real cost at every use.
Inference costs, custom creation costs, every single interaction has a price tag.
No more build once, sell forever and he called it the non-Walrasian software regime.
Translation: The winner take all economics that built Big Software are collapsing.
When every user gets custom software built on demand, there is no single winner.
There are thousands of winners or none.
Think about what this does to pricing.
No more $50/seat/month or enterprise contracts worth millions.
Instead, you pay per task, outcome and for what the AI actually built you.
The entire revenue model of SaaS is being rewritten.
Klarna already ripped out Salesforce and replaced it with AI.
Cursor ditched its paid CMS and built a replacement from scratch.
Companies are doing this now.
The dominoes are falling.
The entire industry is being rewritten in real time.
Milk Road AI@MilkRoadAI
A former Goldman Sachs executive just said something on camera that should terrify every lawyer, doctor, and analyst on the planet. His name is Raoul Pal and he used to move billions on Wall Street. He was asked one question: "How disruptive will AI be?" He said it is the single greatest innovation in human history. Greater than the internet or the electricity. The only thing he compared it to was the splitting of the atom. But here is the part nobody is ready for. He said knowledge is now worth zero. Think about that for a second. Why do lawyers charge $800 an hour? Scarcity of knowledge. Why do consultants bill Fortune 500 companies millions? Scarcity of knowledge. Why did your parents tell you to get a degree? Scarcity of knowledge. AI just destroyed that entire model. A teenager with ChatGPT can now draft legal contracts, build financial models, write code and analyze medical scans. No degree, decade of experience and no six figure student debt. And the numbers already prove it. Employment for workers under 25 in AI-exposed jobs has dropped 13%. Wall Street banks are planning to cut 200,000 jobs. 30% of U.S. companies have already replaced workers with AI. 18 million entry level American jobs could disappear entirely. But here is the part that should keep you up at night. The junior roles where people learn, make mistakes, and develop real judgment are being automated first. Which means the experience that AI cannot replace is the exact experience young workers can no longer get. Pal says humanity now faces a binary choice. Merge with the machines or reject them. There is no middle ground and this is not about robots in factories. This is about the collapse of the entire knowledge economy.
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