Sebastian Borek ❓ 🦇🔊

Brex’s CEO, @pedroh96, is “running” a $5B company through OpenClaw. You can’t make this up.

the venture capital bloodbath is coming and most vcs have zero idea agents will replace 90% of what associates and principals actually do: • deal sourcing through network analysis • due diligence via automated data mining • portfolio monitoring with real-time metrics • pattern matching across 10,000x more deals what exactly are you getting paid for when an agent can analyze every startup in your sector in 3 minutes? the entire industry is built on information asymmetry that ai just eliminated most funds will become algorithmic within 24 months the only vcs who survive are the ones who can actually build companies, not just write checks and send intros

Palantir CTO @ssankar : "I think AI is going to be the antidote to the managerial revolution of the 20th century. All this power that was sucked away from the frontline worker, that's being reversed because all the bureaucracy is getting cut".

Shopify CEO Tobi Lutke ( @tobi ): We're gonna look back at the year 2026 as the year that every single business in the world was up for grabs. AI is coming for everything. You can rebuild the AI native version of whatever exists out there.

Bitcoin has won. Global consensus is that $BTC is digital capital. The four-year cycle is dead. Price is now driven by capital flows. Bank and digital credit will determine Bitcoin’s growth trajectory. The biggest risk is bad ideas driving iatrogenic protocol changes.

I’m convinced this next decade is going to transition from “software eating the world” to “ai eating the software”

This is insane. Pedro Franceschi (29 year old CEO of Brex, acquired by Capital One for $5.15B) decomposed his CEO job using OpenClaw. here's what he’s built: > signal ingestion pipeline screens his email, Slack, Google Docs, and WhatsApp... filters everything through specific programs and the 25 key people he cares about > Granola runs on every meeting, feeds transcripts into the pipeline, and auto generates action items > the system takes each to-do, pulls context from the original meeting, and drafts the follow-up... Slack, email, or text. Pedro just clicks approve. > a virtual recruiter named "Jim" lives in Slack with his own email... and taught himself to screen fabricated resumes without anyone coding that capability > a security layer called "Crab Trap" intercepts all agent network traffic through an LLM proxy... a second AI monitoring the first in real time this isn't some bullshit hype influencer demo. this is how a $5 billion company CEO actually operates right now. anyone telling you OpenClaw is useless? liars. a billion dollar company says otherwise. (full podcast link in the post below) 👇

people are sleeping on how excellent goose has become under the hood (interface needs some work but team is pushing). it's a superpower. github.com/block/goose

Perplexity Computer can now help prepare your federal tax return. Select “Navigate my taxes” on Computer to give it a shot.

A small piece of advice from me: Go to a place where you can make an impact, or go to a place that is having an impact on the world!

He is so ahead of the curve. People need to wake up to what’s happening.

🚨 Marc Andreessen Says the AI Layoffs Hype is ‘100% Incorrect’ “Essentially every large company is overstaffed. We could debate how much but it's at least by 25% … And now they all have the silver bullet excuse — it's AI. I know this for a fact because I talk to them.”

🚨 JUST IN: Jack Dorsey says AI can replace middle managers entirely, arguing that companies relying on management layers for coordination are already behind.

@martypartymusic Finally - send them to prison

Manipulation Consequences begin: Ten Foreign Nationals Charged by Justice Department In An International Operation Targeting Cryptocurrency Market Manipulation OAKLAND – Federal grand juries indicted ten executives and employees of four different cryptocurrency financial services firms (known as “market makers”) for orchestrating fraud schemes to artificially inflate the trading volume and price of cryptocurrencies.  Three defendants, including two chief executive officers, were arrested and extradited from Singapore and made their initial appearance in federal court in Oakland today. Employees from the four firms, Gotbit, Vortex, Antier, and Contrarian, have been charged in three separate indictments.  The indictments allege that the defendants not only conspired to inflate the trading volume and price of cryptocurrencies but also profited through the sale of the cryptocurrencies at inflated prices to unwitting investors.  These so-called pump-and-dump schemes caused losses to investors in the United States and elsewhere.  In addition to the three extradited defendants, two others have already pled guilty and were sentenced by U.S. District Court Judge Araceli Martínez-Olguín.  More than $1 million in cryptocurrency has been seized to date. justice.gov/usao-ndca/pr/t…

BREAKING: The people who literally produce Bitcoin are selling it. Not retail. Not governments. Not hedge funds. The miners. The entities closest to Bitcoin’s supply schedule, the ones who burn electricity to create the asset, are liquidating their treasuries to buy something else. Marathon sold 15,133 Bitcoin between March 4 and March 25 for $1.1 billion per SEC filings. The proceeds went to repurchasing $1 billion of its own convertible notes at a 9 percent discount, capturing $88 million in savings while cutting debt by 30 percent. Marathon’s treasury dropped from 53,800 BTC to 38,689 BTC per CoinDesk. The company revised its treasury policy in early March to explicitly allow selling mined and held Bitcoin for the first time. Core Scientific sold its entire treasury of 2,537 BTC in March per Coindoo, then secured a $500 million loan from Morgan Stanley to build AI data centres. Analysts expect 71 percent of its revenue to come from AI and high-performance computing by year-end. Bitdeer liquidated its entire treasury to zero in February per CoinShares. IREN exited Bitcoin reserves entirely and announced $3.6 billion for AI expansion with 23,000 NVIDIA GPUs deployed and a Microsoft contract per Coindoo. Riot sold 1,818 BTC in December 2025 and 383 BTC in November per CoinShares. Holdings dropped to 18,005 BTC. Collective public miner sales exceed 15,000 BTC from peak levels per CoinShares Q1 2026. Here is the trans-domain connection nobody else has drawn. Iran bombed Qatar’s Ras Laffan gas complex. Energy prices spiked 30 to 45 percent. Bitcoin mining margins collapsed to $57 to $129 per megawatt. AI data centre colocation pays $200 to $500 per megawatt. The war that was supposed to make Bitcoin a safe-haven asset is simultaneously destroying the economics of producing it. The same energy shock that drives the risk-off narrative driving BTC price upward is crushing the miners who create the supply. And the miners are not buying gold with the proceeds. They are buying GPU clusters. They are signing 12-year contracts with CoreWeave worth $10.2 billion. They are leasing 15-year campus deals with Hut 8 worth $7 billion. They are building the physical infrastructure of artificial intelligence with the cash they raised by selling the hardest money on earth. The producers of Bitcoin have found something they consider harder than Bitcoin: compute. Meanwhile, Strategy added roughly 15,000 BTC in Q1 2026, taking total holdings above 500,000 per its filings. BlackRock’s IBIT ETF absorbed $1.9 billion in net inflows in March per Bloomberg. Fidelity and Ark added another $900 million combined. The miners are selling. The institutions are buying. The difficulty adjustment is rewarding the pure-play survivors. And the network’s security is narrowing to a smaller set of dedicated operators. This is Bitcoin’s most profound stress test since the halving. The entities that create the asset are voting with their balance sheets that superior alternative yields exist right now. The entities that accumulate it are voting that its scarcity premium survives. Both sides are rational. Both are responding to the same energy shock, the same halving math, the same AI boom. One side produces Bitcoin. The other side collects it. The war between the producers and the collectors will determine whether Bitcoin’s monetary properties survive the decade in which artificial intelligence became the superior use of electricity. open.substack.com/pub/shanakaans…

If AI can now solve math, discover physics and chemistry breakthroughs faster than human PhDs, why are we still training humans to be physicists? Serious question. Should education shift from 'learn to do X' to 'learn to direct AI doing X'? The wrong direction costs a generation their careers.

I'm seeing crypto folk falling into the trough of dispair after an abysmal bull market with mainly losers and BTC outperforming their "beta". Let me tell you a story that tells you why you got screwed. It starts with the end of FTX. When the bankruptcy folk came in to liquidate FTX assets their mandate was to sell everything. This included vast quantities of locked SOL. They inadvertently invented something new, selling an asset that was locked up on-chain through the magic of a legal sale agreement (pay me now, I deliver later). The deal got passed around the ecosystem, fund managers bought up the locked SOL at more than 60% discount to compensate for being locked up and exposed to the token price. Many hedge funds bought the deal. They knew they could hedge the token price on futures markets by shorting SOL pocketing 70-80% yield at near zero risk (staking + basis yield + token discount). They liked it and asked where can we get more of this? Herein lies your PROBLEM as a crypto investor in 2023-2025. Every crypto project has backers (and a foundation) who has great wads locked tokens that have been sold to hedge funds and dumped on you immediately through futures markets. All your alpha went to market neutral hedge funds pocketing risk free yield. THAT IS WHY CRYPTO IN 2023-2025 UNDER PERFORMED You got dumped on prematurely. On the bright side many of these projects, even though they have "locked up tokens ready to dump" on paper, in reality they have been sold already, so they will logically perform without the expected sell pressure in the next bull market given they have effectively been sold. Not that I recommend buying crypto, you need to be an insider to get an edge, it works like a casino, the house will take your money. The house in 2023-2025 were the people who understood this trade. Just buy BTC and get on with your life.

@C_Angermayer @davidasinclair The only way for mindset shift and psychological adaption agreed 100%.

I’ve just published my thoughts on the future of AI and robotics, with a particular focus on #mentalhealth. In short, I believe that without #psychedelics, an AI-driven future may fail. It may fail not because the technology won’t be extraordinarily positive. In fact, I am deeply optimistic that a post-AGI and robotics-enabled society can be profoundly beneficial for humanity, but because of the risk that the transition goes terribly wrong. Without the psychological tools to adapt, we may struggle to successfully navigate the massive disruption and change ahead of us. Psychedelics - and, by extension, $ATAI - could play a critical role in unlocking a future defined by abundance, resilience, and human flourishing.

@christianmiele Ist im Grunde wie beim Unternehmen. Wenn die Maschine nicht läuft (Product Market Fit) und die Prozesse nicht stimmen, hilft Geld auch Nix.

Lesenswerter Thread. Das Problem sei nicht das Sondervermögen an sich. Das Problem sei ein zugrundeliegendes System, dass Sand im Getriebe habe und in die Jahre gekommen sei.