Would rather have tulips at 30b than Instinct
it looks like Instinct has hit a wall with Whatsapp, with some users even reporting that their Whatsapp account has gotten banned
nearly 50% of the world outside the US & China use Whatsapp...insane distribution moat
i'd imagine this would be a no-brainer move for Meta, blocking all other AI agents so they can monopolize global (non-US, non-China) text agents
Fede Molina retweeted
"How much you truly believe in something can be manifested only through what you are willing to risk for it." - Nassim Nicholas Taleb in Skin in the Game
impressive
Full Mario 64 in Mixed Reality! Running in real 3D (no stereoscopic crap) natively at 90FPS and also running on my desk! 😋
Again, Opus 5.5 + PICO CLI combo made it quite straightforward.
Such a bliss to play an oldie at 90 FPS in 3D.
Disclaimer: I own an original physical copy of Mario 64. This project is not associated with Nintendo or PICO.
Back from SF, intense trip (as always) ==> Takeaways:
1. Hardware + robotics is where the cool kids are now.
2. Data is the new bottleneck. AI/robotics companies are starving for it. I brokered two data deals at a single asado.
3. Being a researcher is the new aspiration for young talent. SWE is for uncs and agents.
4. The gap between SF and everyone else keeps widening. The black hole keeps gaining mass. If you are outside its event horizon, you will miss the singularity.
5. More and more LATAM talent is moving to SF, and it is not just fintech anymore. They are building across all kinds of use cases, some right at the frontier. Refreshing to see.
LONG LATAM TALENT.
high usage caps are the new status symbol
What if your AI budget went to the engineers who use it best?
Blanket usage caps are a hiring freeze in disguise.
Introducing efficiency-based auto-approvals for your most productive engineers, plus Devin Coach to help everyone get there.
devin.ai/blog/efficiency-bas…
Seeing SPVs being offered with 6%+ setup fees and 20%+ carry.
Some perspective:
You need 8% gross returns just to break even.
Over 3 years, you need ~28% gross returns just to match US Treasuries.
And that is before pricing in the actual risk: startup failure, dilution, illiquidity, and years of locked up capital.
avant premiere! 💥
los grandes bancos de US bloquean el uso de agentes. pero @belo_app tomó
la decisión contraria. busca convertirse en el 1er agentic bank de LATAM
como es canibalizarse? que es agentic banking?
@mbeaudroit vino a la premiere de @RadariaMedia y nos contó youtu.be/tTxp08hnQhw?si=s8FW…
Great dinner with Stanford CS LATAM students 🇨🇷🇧🇷🇧🇴🇦🇷🇻🇪🇪🇸🇲🇽 and also 🇮🇷🇩🇪 :)
Always refreshing and impressive to see the new generation of young students -> curious, ambitious, and already building.
The future of tech is in very good hands.
Thanks @gastongdiaz_ for putting it together!
Fede Molina retweeted
The fellows want to meet engineers at:
@SierraPlatform
@posthog
@chaidiscovery
@linear
@WisprFlow
@AnthropicAI
@OpenAI
Instinct
@SpaceXSI
@modal
@PrimeIntellect
@ssi
@theworldlabs
@beltichq
If you work or know anyone there, dm for dinner invite :)
Puentes starts this Sunday.
We're flying 15 of the best young engineers from Latin America to SF.
They’re among the most talented in their countries, and they want to be here to compete with the best.
Our goal at @antigravitysf is to help them stay.
Meet the engineers 👇
I met Gadi last year and immediately connected with his vision for Puentes. I loved what he was trying to build and the impact it could have on our region.
Really happy that we are now backing Puentes from @NXTPvc.
Thanks Gadi for making this happen and for all the work you are putting into creating opportunities for LatAm talent.
Puentes IV wouldn’t be happening without the support of @NXTPvc.
One day I called @fedemolina asking for help with costs, and nxtp confirmed they’d help make this batch happen by the next morning.
Excited to see the nxtp team at the house! Fede even sleeps there w the fellows.