Troy Osinoff 🕺
29.9K posts

Troy Osinoff 🕺
@yo
Makings brands go viral https://t.co/IV2ngOPjJN | Partner Magic Fund | Investor @hornets, Mr Beast, Synthesia, Moonpay, xAI | Penguin Author 🛠 JUICE, Zurp, MakeAGIF, etc
NYC + MIA Katılım Eylül 2008
2.4K Takip Edilen186.3K Takipçiler
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GameStop is going to announce they're an AI company when the eBay acquisition fails
Reese Politics@ReesePolitics
Here's the most contentious part of Ryan Cohen's CNBC Squawk Box interview about the GameStop-EBAY acquisition. This is a HEATED back and forth, uncommon for financial news. $GME Sorkin, at one point is in disbelief at RC's repetitive answering to his question.
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Whoever builds this idea first is guaranteed a $1B exit in two years.
@chadjanis just sold Gruns to Unilever for $1.2B. Here is his next top-tier idea that he's giving away for free:
The problem: your paycheck hits your checking account, then you need willpower to allocate it. Put 10% in savings, pay bills, invest, whatever.
Most people FAIL.
The solution: become the distribution layer between direct deposit and your bank account.
Before the money hits your account, it automatically splits:
20% → taxes (sitting in money market until tax season)
25% → rent/car payment/bills
15% → investments
10% → savings
What hits your checking? $500 for groceries
You never see the full amount. You can't fail at budgeting because there's nothing to budget.
This works for businesses too. Founders want guaranteed profit extraction. VCs want forced financial discipline. Everyone buys.
The infrastructure exists and the market is waiting. The first person to build this is getting acquired in 24 months.
@thesamparr @ShaanVP
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Does your iced latte have microplastics in it?
Most people assume it does not. The truth is more complicated. And microplastics are only the beginning of the problem.
An iced latte is not a cold drink. It is a hot drink that has been asked to become cold.
That distinction matters more than the coffee industry has ever admitted.
I have spent years thinking about this. Here is what I have come to understand.
1. The microplastics problem
The conversation about microplastics in coffee is real, @maxlugavere @DrKristieLeong @AnkitBharatMD and @foundmyfitness have been right to raise the alarm. The issue is not coffee. The issue is what happens when hot liquid meets certain materials under pressure.
A traditional espresso shot is pulled at roughly 200 degrees Fahrenheit under 9 bars of pressure. That hot pressurized liquid passes through components, tubing, and capsule materials before it reaches your cup. Published research has shown that hot water passing through plastic-containing systems can release microplastic particles. Some studies on single-use coffee pods specifically found microplastics in the resulting beverage. The culprit is the combination of heat, pressure, and contact with plastic-containing materials, not any one element alone.
Then that shot gets poured into a plastic-lined paper cup or a clear plastic cup with ice. More contact. More heat transfer. More time.
2. The chemistry problem
Hot extraction does something specific and irreversible to coffee.
At high brewing temperatures, chlorogenic acids in coffee beans undergo hydrolysis and degradation. The byproducts include quinic acid and caffeic acid, compounds directly associated with the sharp bitterness and harsh acidity that many people experience in espresso. It is what heat does to coffee chemistry in real time.
Many people who say they dislike coffee are not reacting to coffee.
They are reacting to what 200-degree extraction does to coffee.
Cold brew has taught people this lesson gradually. Cold extraction produces a measurably different chemical profile, lower acidity, less quinic acid development, a smoother and more complex cup.
3. The beverage integrity problem
Now take that hot espresso shot and pour it over ice.
The ice begins melting within seconds. The cold milk warms immediately. The carefully calibrated ratio of espresso to milk to ice begins shifting before the lid goes on. By the time the drink reaches the consumer, the dilution is meaningful, the temperature is inconsistent, and the beverage you are drinking is not the beverage that was assembled.
Pouring something hot into something cold creates an immediate and irreversible compromise. The drink never had a chance.
What Cumulus does differently
I spent years at Starbucks watching cold coffee become the dominant format in the industry. And I watched every brand respond the same way, by taking systems built for hot and asking them to accommodate cold.
Nobody stopped to ask what it would look like to start from cold entirely.
That is what we built.
The Cumulus machine extracts cold coffee from an aluminum capsule using no heat at any point in the process. Not reduced heat. Not controlled heat. No heat. The water that enters the system is cold. The extraction happens cold. The coffee that comes out is cold.
Microplastics.
Because there is no heat, there is no hot liquid contacting any plastic pathway at any point in the process. The combination of heat, pressure, and plastic contact that drives the microplastics concern in traditional systems simply does not exist here. The capsule is aluminum. The system is cold. The risk profile is fundamentally different.
Chemistry.
Because extraction happens cold, chlorogenic acids are never subjected to the thermal degradation that produces quinic acid and caffeic acid, which directly cause the bitterness and sharp acidity in coffee. They are properties of what heat does to coffee. Remove the heat and you remove the chemistry that creates them. What remains is a cup that is naturally smooth, naturally balanced, and genuinely different from anything a heat-based system can produce.
Beverage integrity.
Because the coffee comes out cold from the first moment, there is no hot shot destabilizing a cold drink. No thermal shock. No immediate ice melt. No dilution before the first sip. The ratio you build is the ratio you drink. The temperature you want is the temperature you get.
The iced latte is one of the most popular drinks in the world and it has never been built correctly.
Cumulus is what it looks like when you build it right.
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@yo “the best time to invest is when there is merlot flowing in the streets”
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A year later and Vinovest still cannot sell any of the portfolio they bought for me 🙃
Follow me for more financial advice

Troy Osinoff 🕺@yo
I put $12k into Vinovest in 2023 2 years later I'm -20% I've been trying to liquidate my portfolio for months with no buyer... I'm stuck Follow me for more investment advice!
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@Kevin_Rutois Yeah, the place everyone compares brickell to because it’s too congested in brickell lol
(I also have a place in Miami)
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Faena Residences in Brickell just released this video and all I can say is wow 🔥
Crazy what we can do nowadays with renderings. This project is going to be unreal. The sky bridge is basically a country club!
For those interested, dm me or visit
thefaenaresidences.com
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@yo Love the location of this building personally. On the river right across from Brickell City Centre in a gated community. 2 mins to highway exit, 2 mins crossing the bridge to be in heart of Brickell. Also really nice views that you don’t get in Brickell unless you’re on water 🤷🏽♂️
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@Hedgeye Wellllll... when you build up a fake propped up economy based on artificial RE demand that's waht happens
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$100k MRR waiting someone here who is willing to put in the work
> vibe code mobile app for palm reading
> create some sort of viral component like sharing it with your bf/best friend
> make it free to use, but $2.99 p/m to compare with someone else
> half the palm reading is hidden behind pay wall
> make TikTok slide shows promoting telling. Stories with images made with gpt image2
> stories are ways the palm reading changed persons life
> link in bio
> comment from other account as pinned comment saying palm reading app was the best one they found that does it for free
> use sideshift to find UGC creators to make $10 UGC and take best ones put spend behind them
Voila
Everything is a wrapper - but that’s ok. Wrappers are actually wonderful packaging and friction removers.
They give context and make things feel useful.
Websites are HTML wrappers, venture capital is a wrapper on money, it’s all a wrapper
This is one that could crush
Linus ✦ Ekenstam@LinusEkenstam
You must try this. GPT Image-2 can do PALM reading and I’m so here for it. Full prompt below ⤵️
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