Bali-Based. DTC Ecom Focused.
📍 Bali
Joined July 2016
- Tweets2.9K
- Following1.9K
- Followers1.5K
- Likes6.3K
John Lee Quigley retweeted
$1M -> $9M -> $60M+
I own the fastest growing activewear brand in the country and this is our exact strategy for growth.
No BS or story telling this time, just sauce.
TikTok Shop -> Trybe -> Meta
Tiktok is our recruiter. We seed 300-400 samples / week and invite these creators into our tiktok discord.
In our discord we offer weekly coaching calls to get our creators better at content and better at speaking about our products.
Tiktok shop makes up 15-20% of our revenue, the rest of our website.
We take the top creators from tiktok shop, the top 2% and onboard to Trybe.
3000+ creators on tiktok, only 60 or so on Trybe.
Those 60 (more like the top 20 though) drive 80% of our businesses revenue.
Tiktok is the outreach / recruitment platform. Trybe is where we turn our top creators into sales monsters.
These 60 are all-in on our brand and make us 3000+ ads per month. All of which are insanely high quality.
These top core creators are all whitelisted and get access to all of our best ads in real time via Trybe.
Whenever one creator makes an ad that rips, the other 59 copy it and iterate, making it better.
Trybe automates the payouts, tracking, analytics, etc so my main focus is simply on making them better salesmen and helping them make better content.
My CAC has gone from $89 at $170k / month to $30 at $4M / month right now. We’ll be doing $10M+ / month by year end.
Your number one priority should be helping your creators make more money. If you do, you’ll win.
Good luck!
John Lee Quigley retweeted
TLDR on @rewkang’s podcast w/ @APompliano
FIGURE🦿
Andrew came across @Figure_robot deal in 2023
Had no experience investing in Robotics
So asked VC friends for advice
Most were skeptical and told him to pass
VC robotics bets hadn’t produced many winners
US🇺🇸 VS CHINA🇨🇳
Andrew evaluates robotics firms in 3 categories:
1. Manufacturing
2. Hardware design
3. AI capabilities
China is the clear winner in manufacturing
China is leading in hardware design too
US only has Figure/Tesla
China has 100s of diff specialized hardware designs
US has an edge over AI capabilities
AI capabilities are critical cause without brains
Robots are useless
Andrew thinks tech produced ≠ market cap
BYD sells more cars than Tesla
But BYD mcap is 10th of Tesla
US robotics companies offer higher mcap potential
HUMANOIDS VS SPECIALIZED ROBOTS 🤖
Andrew agrees specialized robots are more effective
And their adoption will be earlier than humanoids
Argues that humanoids can be mass produced cheaper
The world is not static so flexibility will be valuable
ROBOTICS TRAINING DATA 🕶️
World models have changed the game
They are trained on internet video data
Despite not as good as teleops/egocentric/sim
They are still very valuable
And there are loads of them online for free
There is still need for egocentric data of specific tasks
But the scale of data needed to be collected is
Lower than expected compared to 9 months ago
JOB DISPLACEMENT 👨🔧
Andrew thinks job displacement is real
Cognitive jobs will be displaced by digital AI
Physical jobs will be displaced by physical AI
UBI is not optional but necessary
ROBOSTRATEGY $BOT
OpenAI and Anthropic went nuts in a few years
If you had invested in top AI companies few years ago
You would have outperformed the best seed funds
Same vertical takeoff will happen for robotics
Robostrategy is a publicly trading closed ended VC fund
It is currently trading at a premium to NAV
NAV premium allows them to raise more capital
Via issuing more shares accretively to shareholders
Not enough people are talking about physical AI and robotics.
I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics.
He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies.
YouTube: youtu.be/Q_UWD5aoJkc?si=_E7l…
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/4L6…
TIMESTAMPS:
0:00 - Intro
1:28 - Why Andrew shifted from crypto to humanoid robots
3:58 - How big is the total addressable market?
8:08 - Building conviction — the $19M bet on Figure AI
16:06 - US vs. China — who wins the robot race?
28:08 - General purpose vs. specialized robots
31:05 - Where does training data come from?
40:24 - Humanoid robots in your everyday life
43:27 - Can Tesla & Elon win the humanoid race?
46:19 - Job displacement & UBI
51:15 - RoboStrategy — the publicly traded venture fund
1:11:17 - What is exciting about Apptronik?
1:13:24 - Addressing the critics
John Lee Quigley retweeted
Introducing Claude Opus 4.7, our most capable Opus model yet.
It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back.
You can hand off your hardest work with less supervision.
ALT Claude Opus 4.7 Benchmarks
John Lee Quigley retweeted
Here’s more detail on how I think the fuel protestors can be even more strategic and effective.
During the fuel protest, it’s important to know the rich and powerful in Ireland can mostly work from home. They don’t need to be physically present in their offices.
That’s not the case for a great many people. Shutting major roads is more of an inconvenience to workers like nurses and teachers who need to be physically present in classrooms, hospitals etc.
The fuel protestors could be even more effective if they shut key roads in and out of places where the richest and most powerful largely live: D4 and D6, Dalkey, Killiney, and Howth; and then where those people mostly work, D2.
With four tractors alone you could all but blockade Sandymount or Ranelagh, Shrewsbury Road or Kildare Street.
On another front: Major multinational manufacturing plants and parks are dispersed across the country. They are therefore more easily accessible to fuel protestors. Blocking a small number of huge manufacturing sites would disrupt the profits of the most powerful lobby in the ear of the current government: American MNCs. Again, you just need to be strategic and target the very biggest ones.
You could also be a bit French about things and spread slurry on key buildings around Dublin containing lobby groups or organisations most connected to the surge in fuel prices. These might include the American Chamber of Commerce (Wilton Place) and the American Embassy (Ballsbridge) - and of course Shannon Airport which is used for the attacks on Iran by the United States.
By strategically targeting the richest and most powerful, who almost exclusively control the government, you are more likely to win more hearts and minds of nurses, teachers and everyone else in the country.
You also need fewer tractors and trucks to pull it off. And finally by dispersing across the country, as opposed to largely concentrating in one area, it’s even harder for the government to stop it.
Serious ruckus unfolding in Ireland with protesters utilizing their vehicles to create gridlocks countrywide, blocking citizens & even oil imports for the past 4 days in a #fuelprotest
Meeting scheduled with the protesters & government today but army & gardai also being deployed
John Lee Quigley retweeted
I spent the evening looking into quantum computing timelines as a non-expert in quantum computing. Here is what I’ve learned:
We currently have machines with ~1,000–1,500 physical qubits at error rates around 10⁻³, and Google’s algorithm requires ~500,000 physical qubits operating coherently together with surface code error correction, yoked qubit storage, magic state cultivation producing ~500K T states per second, and reaction-limited execution at 10μs cycle times — none of which has been demonstrated beyond small-scale proof-of-concept experiments.
Scaling from where we are to where this needs to be isn’t a matter of incremental improvement along a Moore’s Law curve; it requires solving qualitatively new engineering problems in qubit fabrication yield, correlated error suppression across a massive chip (or multi-chip interconnects that don’t exist yet), cryogenic wiring and control electronics for half a million qubits, real-time classical decoding at the required throughput, and sustained coherence of a “primed” quantum state across minutes of wall-clock time — any one of which could prove to be a multi-year bottleneck, and all of which must be solved simultaneously.
Given the above, I just don’t see how we’re going to get to a cryptographically relevant quantum computer by 2030, especially given that we need a ~350× increase in physical qubit count with simultaneously tighter error correlations, an entirely new cryogenic control and wiring architecture to address half a million qubits, real-time decoding infrastructure that doesn’t exist yet, magic state distillation factories operating at industrial throughput, and multi-minute coherent idle times for primed states — and historically, solving even one of these at scale has taken the field the better part of a decade.
My attempt to bring a balanced and practical perspective to the quantum computing developments as they relate to Bitcoin.
And I only say "qubits" once!
adaptiveanalysis.substack.co…
One interesting argument against quantum risk is that Bitcoin is more resilient and adaptable than CeFi.
However, CeFi's advantage is it can have safeguards that it will implement quickly whereas Bitcoin has historically been extremely challenging to upgrade.
The quantum computing risk for Bitcoin sitting in a Segwit address with no transactions has a longer time horizon than Bitcoin sitting in an address which has transacted.
Do with that information what you will.
John Lee Quigley retweeted
This is the only public comment Satoshi ever made about quantum computing risk to Bitcoin
Back in 2010 a user "llama" asked what would happen if signatures were compromised due to quantum computers and whether it would make BTC worthless
"True, if it happened suddenly. If it happens gradually, we can still transition to something stronger. When you run the upgraded software for the first time, it would re-sign all your money with the new stronger algorithm."
- satoshi
Interesting piece on why Polymarket is more than a degen-trading infrastructure.
One interesting note was how social media incentivizes for virality which is often generated through non-accurate info.
Prediction markets incentivize accuracy of opinion.
nitter.cf/0xTulipKing/status/199…
"We have line of sight to a half trillion in revenue in 2026"
$NVDA CEO Jensen Huang
