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Profile Examines David Vélez and Nubank's U.S. Expansion

Patrick O'Shaughnessy recommends a Colossus profile of Nubank founder David Vélez, covering the bank's growth to 140 million customers, its $60 billion valuation and its challenging push into the United States.

Original post · 1 min read
Velez is one of the best CEOs out there today

This is a great profile about him and the Nubank story
Colossus @colossusmag
David Vélez is the founder of Nubank, a bank with 140 million customers and a market capitalization of $60 billion.

When he started the business in 2013, no one thought it would work, not even his investors. He has faced down regulators, oligopolies, and corruption to build Latin America's largest digital bank. Now he is bringing Nubank to the United States, where he faces his biggest challenge yet.

@gabi_imarques, who grew up four miles from Nubank's headquarters in Brazil, spent time with @velez_david in São Paulo, where the business started, and in Miami, its latest beachhead.

She profil…
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Jason Del Rey Discusses Amazon, Walmart and Muse on Stratechery

An Interview with Jason Del Rey About Muse, Amazon, and Walmart

Jason Del Rey joins Ben Thompson on a Stratechery interview covering Amazon versus Walmart in e-commerce, the personal agent trend around Muse, and the history of Recode. He also announces his new publication, Read The Aisle.

Original post · 1 min read
Longtime @stratechery reader, first-time talker. It was a real treat to nerd out on all things Amazon, Walmart, e-commerce--and of course, Muse and the personal agent craze--with @benthompson this week.

stratechery.com/2026/an-interview-with-jason-d…

We also discussed the life and death of Recode, and my conviction that my new publication @ReadTheAisle will be the last job of my career.

Hope you take a read, and then consider subscribing here: readtheaisle.com/join
stratechery.comAn Interview with Jason Del Rey About Muse, Amazon, and WalmartAn interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart.
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Aakash Gupta Argues Animation Makes Ted a Cheaper Franchise

Aakash Gupta analyzes why Peacock's animated Ted series is a cost-efficient format, contrasting the expensive motion-capture live-action Ted films and series with animation's flat costs, ageless characters and lower voice-session demands.

Original post · 1 min read
Fox passed on Ted because Seth MacFarlane wanted a $65 million budget and they thought that was too much for a first-time director. Universal said yes, the movie made $549 million, and 14 years later they're launching the fourth product built on that bear.

The interesting part is the format choice. Ted's whole gag in 2012 was a photoreal teddy bear standing in the real world. MacFarlane performed him in a motion capture suit, Wahlberg acted his scenes against empty air, and every frame with the bear ran through a VFX pipeline. The live-action Peacock series carried that same cost structure and still broke the record as Peacock's most-watched original.

Animation deletes that cost entirely.

Drawn, Ted costs the same as every human on screen. The A-list cast trades on-set shooting schedules for voice booth sessions they can knock out between other projects. Drawings never age either, which is why Family Guy has been running since 1999 with the same characters. MacFarlane even brought in Rough Draft, the studio behind Futurama, to make it.

In 2012, Ted was the most expensive character in his own movie. Animated, he's the cheapest.

This is the endgame for every hit franchise. Live action proves the demand, then the IP migrates to the one format that can run for 20 years at flat cost. Peacock just turned its biggest original into a show that never has to end.
Peacock @peacock
This is gonna be fun 😏

#ted: The Animated Series arrives December 17 on Peacock.
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Essay Contrasts 2004 Camcorder Privacy With Today's Context Collapse

Aakash Gupta reflects on 2004, when a camcorder recording had a single private destination, contrasting it with today's teenagers who perform for many audiences at once. He uses the frame to examine how youth behavior has changed.

Original post · 1 min read
2004 was the last year an American teenager could goof off in a school hallway with zero chance a stranger would ever see it.

Facebook had launched that February, locked to Harvard students. YouTube was still a year away. The first iPhone was three years out, and nobody carried a camera that talked to the internet.

So when a camcorder came out, kids hammed for it, because the tape had exactly one destination. A drawer in somebody's parents' house. Maybe a screening at graduation, then twenty years of dust.

Watch the body language with that in mind. Nobody is checking how they read to an invisible audience. Nobody resets their face between takes. The camera was a toy, not a distribution channel.

Researchers have a name for what came after, context collapse. Every audience you've ever had, all watching the same clip at once. Teenagers now run that calculation before they move. The kids on this tape never learned it, and you can see the difference in a single frame.

Low-rise jeans come back every few years. A camera with nothing behind it never will.
Pico 🎈 @Piicools
high school in 2004
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Guide Shows How to Build Motion Graphics With Claude Code

Guide Shows How to Build Motion Graphics With Claude Code▶

Aakash Gupta shares a six-step workflow for generating animated motion graphics in Claude Code with Claude Sonnet 5.5, covering reference images, timed states, time-based functions, styling rules, self-review, and ffmpeg GIF export.

Original post · 2 min read
Claude Sonnet 5.5 can (finally) generate motion graphics

15 motion graphics in Claude Code (my 6 steps):

1. Show it an example.
Screenshot a graphic you like (the one on this post works), attach it and write: "Make this move. One HTML file, inline SVG, no libraries, a 6 second loop." Start there and fix it round by round. Say the loop length up front so it does not guess.

2. Write the states, in order.
A reference gets you the look. For the motion, say what happens and when. My command palette brief: the key chip presses at 0.6s, the palette springs open at 0.95s, four letters land between 1.35s and 2.1s and the list filters after each one, the highlight drops a row, Enter at 3.9s, a toast rises. Six lines of plain English.

3. Make time the only input.
Tell it every element is a pure function of t, from 0 to 6 seconds. No timers, no CSS keyframes, and frame 0 equals frame 6. The loop closes itself and any frame can be drawn on demand. The palette opening is a single line: k = spring(t - 0.95, 240, 18).

4. Give it colours, fonts and rules for motion.
Hex codes and font names. Mine are Claude orange #D97757, navy #0F1B2E and DM Sans. Words like clean and modern do nothing. Springs for anything that lands, eases for anything that leaves. Mix them up and it feels cheap. When you can, morph one shape into the next. In my terminal loop, a log line's highlight bar grows into a dashboard card. Same rectangle, new size.

5. Make it check itself.
"Render 8 moments across the loop side by side and fix what's wrong." That is how a black sphere and two cards stuck in one slot got caught. Point at fixes by timestamp: "at 2.0s the second row overlaps the first." Read the sheet yourself too.

6. Export a GIF that stays sharp.
Save every frame as a PNG, then run ffmpeg with palettegen stats_mode=full and paletteuse dither=none. I use 15 frames a second. One palette for the whole clip and no dithering, so flat colours stay flat. Post it as an image, not a video, and check the animation survived the upload.

The 15 in the image include a prompt bar that turns into a web page, a funnel you can watch leak, a donut that unrolls into a bar and a command palette that filters as you type. Each one is a single HTML file with no libraries.

I write about builds like this at aibyaakash.com:
aibyaakash.com?utm_source=ag-20261001

Pick one motion. Write the six lines. Ship it today.
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Harvard Business Review Lists Reasons Talented Employees Underperform

4 Reasons Talented Employees Don’t Reach Their Potential

Harvard Business Review shares a link and post suggesting that employees who feel they are underperforming probably are, and offering advice. The linked 2019 article lists four reasons talented employees fail to reach their potential.

Original post · 1 min read
If you think you’re underperforming at work, you’re probably right. Here’s what to do about it. hbr.org/2019/03/4-reasons-talented-employees-d…
hbr.org4 Reasons Talented Employees Don’t Reach Their PotentialIf you think you’re under-performing at work, you’re probably right, because few individuals are 100% motivated throughout sustained periods at work. In fact, e
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HBR Offers Advice on Answering Strengths and Weaknesses Questions

How to Answer “What Are Your Strengths and Weaknesses?”

Harvard Business Review promotes a 2023 article arguing that candidates should prepare for common interview questions about strengths and weaknesses, since preparation can determine whether they advance.

Original post · 1 min read
It's not just about knowing your strengths and weaknesses—it's also about knowing how to market yourself. hbr.org/2023/05/how-to-answer-what-are-your-st…
hbr.orgHow to Answer “What Are Your Strengths and Weaknesses?”Don’t take common interview questions lightly just because they’re predictable. Underpreparing for them can make the difference between moving ahead and moving
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Shreyas Doshi Releases Free Playlist of 23 Career Videos

Shreyas Doshi Releases Free Playlist of 23 Career Videos

Shreyas Doshi announces a free playlist of 23 candid videos answering career questions, available through Maven. The post links to his Product Sense course page offering the resources.

Original post · 1 min read
Announcing a brand new private resource: this is a playlist of 23 super candid videos of mine, with answers to your real career questions & dilemmas—no fluff, no BS, no nonsense.

Request this playlist for free here (huge thanks to Maven): maven.com/shreyas-doshi/product-sense#free-res…
maven.comWorld-class Product Sense in Practice by Shreyas Doshi on MavenYou'll learn skills that have helped 3000+ students build successful products, craft compelling strategies, get hired/promoted.
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Secretary Duffy Describes AI Tool SMART for Air Traffic Control

Secretary Duffy Describes AI Tool SMART for Air Traffic Control▶

Garry Tan recounts an interview with Transportation Secretary Sean Duffy about modernizing air traffic management. Duffy cites the SMART tool from Air Space Intelligence, which predicts congestion and helps spread flights, with controllers still making final decisions.

Original post · 1 min read
I asked Secretary Duffy what Americans should be able to do, if we get this decade right, that they can't do today.

Sean Duffy is the Secretary of Transportation, and he sat down with me at our Startup Industrial Base event in DC today. He went straight to how our country's air traffic gets managed.

At the command center, people sit in front of six screens with a paper flight chart above them, trying to make the calls on weather and routing.

His example: four planes reach the same runway at the same time and only one can land. See it two hours out, speed up two, slow one down, and each one lands when the runway is open. "Like, not complicated stuff, but we don't do any of this."

Paper and pencil and minimal human augmentation from software looks like this: Say an airport can take 15 planes in a 15 minute window. "Well, the airlines will schedule 32." He says he's handing the airlines that data and asking them to spread out.

The tool is SMART, from Air Space Intelligence, a small company he says competed with the biggest companies and won. It predicts. His stage example: a 2.5 hour ground stop might only need 45 minutes. He's taken heat for supposedly handing air traffic control to AI. Duffy's answer? "it's dumb AI, not smart AI." Controllers still make every call.

None of this needs a breakthrough. It needs the will of the people to know they need to use software and be ok with AI augmentation instead of insisting on a paper chart and copper wire.
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Angela Duckworth Discusses How External Factors Shape Success

Harvard Business Review promotes a Q&A with University of Pennsylvania professor Angela Duckworth on how situations shape high achievers, how to diagnose a bad work situation, and how organizations can bring out the best in people.

Original post · 1 min read
While many high achievers rely on positive internal attributes like intelligence, passion, and perseverance, research shows that external factors also play a big role in their success.

In this Q&A with University of Pennsylvania professor Angela Duckworth, she explains why leaders' situations often matter as much as their mindsets and behaviors. She also offers advice on how to diagnose and change a bad work situation, and outlines what managers and organizations can do to create workplaces that bring out the best in their people.

Read the full Q&A: s.hbr.org/4xY2UZg
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Lauren Describes Using Grok Bot With Cursor Cloud Agents

Lauren Describes Using Grok Bot With Cursor Cloud Agents

Lauren describes a workflow in which a Grok bot in Slack hands coding tasks to Cursor cloud agents, organized into Projects, so the bot acts as a manager while each agent writes code on its own machine.

Original post · 1 min read
grok @bot combined with cloud agents is a magical experience! here's my favorite use case:

1. create a new team engineer bot and add it to slack
2. @ your bot whenever you want it to do some coding work
3. you can even tell it to create new Projects, which is a way to group together many related agents into one conversation

you can use any model available on cursor with these cloud agents, and since they each have their own computer, it frees up your bot to be more of a manager rather than write the code itself!
Grok Bot @bot
Grok Bot is now more powerful for building software.

Bots can hand off coding tasks to Cursor, manage your PRs with GitHub and Origin plugins, and share video demos of what they build.
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Huberman Clip Outlines Daily Breathing Practice for Focus

Huberman Clip Outlines Daily Breathing Practice for Focus▶

Huberman Lab Clips shares a short video describing a 5 to 10 minute daily attention practice based on breath or a visual target, citing Wendy Suzuki's NYU lab research on focus and memory.

Original post · 1 min read
Doing this for 10 minutes a day will improve your focus:

- Sit or lie down, close your eyes and focus on your breathing for 5-10 min a day
- Your attention will drift. Bring it back to the breath. That is the practice
- Eyes-open version works too: hold a visual target, blink freely, return your attention to it over and over
- Any time of day works, though late night disrupts sleep for some people
- Miss a day, no big deal. Get right back to it the next day

Wendy Suzuki's lab at NYU: 10 min a day improves focus, memory and recall. Zero cost.

@hubermanlab
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Solo Developer Grows Mon.ai to $35K Monthly Through Creator Partnership

Solo Developer Grows Mon.ai to $35K Monthly Through Creator Partnership

Starter Story describes how German developer Flo grew his AI expense tracker Mon.ai from $300 to $35K monthly after partnering with a Colombian content creator on a profit-share deal. The post outlines the strategy and a partner-finding playbook.

Original post · 1 min read
This guy’s app was stuck at $300/month for 18 months. Then he partnered with ONE influencer and hit $35K/month in a year.

Meet Flo - a German solo dev who built Mon.ai, an AI-powered expense tracker. He spent a year and a half trying every distribution channel by himself. Barely made a few hundred bucks.

Then a Colombian content creator found his socials inside the app and reached out. They negotiated a deal: fixed monthly retainer + percentage of PROFITS (not revenue - that didn’t scale).

Only 3 videos a month. High quality, story-driven. That’s it.

The first video? Just a simple walkthrough. Within a week they 10x’d MRR. Within a month they were at $8K.

Then $13K. Then Apple invited them to WWDC together - that video did 1.7M views and added $5K MRR. Latest feature video pushed them past $35K.

Total growth: 10,000%.

Why it worked:

> Skin in the game. Profit share = he thinks like an owner, not a contractor
> Quality over quantity. 3 videos > 100 spammy TikToks
> Look OUTSIDE the US. The Colombian market was wide open
> Put your socials IN the app so creators can find you

Flo’s playbook for finding your own partner:

1. Align on lifestyle, tone, audience
2. Warm up the relationship (follow, comment, be real)
3. Reference a specific video in your outreach
4. Connect the dots to your product
5. Signal willingness to pay early, show them the ceiling

Takeaway: You probably don’t have a product problem. You most likely have a distribution problem.
domains.atom.comMON.ai is for sale at Atom.com!MON.ai is a verified domain available for purchase. Buy now or pay in installments. Free transaction support, no extra fees.
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Hiten Shah Open-Sources 16 Competitive Intelligence Skills for AI

Hiten Shah has released 16 open-source competitive intelligence skills covering market briefings, positioning, pricing, launches, battlecards, deal prep and win/loss analysis. He says a product built around them will be shown on Friday.

Original post · 1 min read
I just open-sourced 16 competitive intelligence skills.

They cover market briefings, positioning, pricing, launches, battlecards, deal prep, win/loss, and more.

Each one teaches AI a different method for the work.

On Friday, I’ll show you the product I’ve been building around them and what changes when those methods can use the market knowledge behind them. hiten.com/make-your-best-ai-work-reusable
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AI7/10

Nvidia Alumnus Explains Shift From Copper to Optical Interconnects

Nvidia Alumnus Explains Shift From Copper to Optical Interconnects▶

In an interview shared by Molly O'Shea, former Nvidia engineer Yannick De Koninck says AI models outgrow single GPUs and copper is running out of bandwidth, pushing data centers toward optical interconnects. He now works at Thema, which is building photonics manufacturing in Europe.

Original post · 1 min read
“Copper is running out of steam.”

Yannick De Koninck, who helped develop silicon photonics at Nvidia, explains why AI models & agents are pushing data centers from copper to light:

“The models have gotten so large that they no longer fit on a single GPU. So what we need to do is interconnect multiple GPUs together to run these models.”

“As these GPUs get faster, they need more data, they need more data at a faster rate, and copper is running out of steam.”

“That's why we're transitioning to optical interconnects, which bring much higher data transfer bandwidths.”
Molly O’Shea @MollySOShea
NEW: Why This NVIDIA Engineer Left to Build @ThemaFoundry

Thema is building photonics manufacturing capacity in Europe

“If you look at an AI factory today, 50% of that is GPUs, but the other 50% is the technology to interconnect these GPUs.”

I sat down with Thema's CEO Herwig Van Hove & CTO Yannick De Koninck in Monaco to go deep on the photonics supply chain powering the next generation of AI infrastructure.

Yannick spent 5 years at NVIDIA, where he helped build its silicon photonics technology from scratch to product-ready maturity. He left what he calls the “golden palace” to join Thema…
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Clay Targets $240 Million ARR This Year and Doubling Next Year

Clay CEO Kareem Amin says the company is targeting $240 million in annual recurring revenue this year, expects to double next year, serves almost 18,000 customers, and plans to evolve its product into an agent that suggests the next best action to grow.

Original post · 1 min read
Clay CEO Kareem Amin on state of their business:

- targeting $240M ARR this year, doubling next year
- almost 18,000 customers
- goal is to evolve product an agent that outputs "next best action to grow"
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Noah Kagan Analyzes $46 Million in AppSumo Software Sales

Noah Kagan Analyzes $46 Million in AppSumo Software Sales

Noah Kagan reviews $46 million of AppSumo software sales, finding customer acquisition tools lead at 36%, AI content tools at 23% and infrastructure declining. He advises founders to sell outcomes, deliver results for customers, and charge for usage when products consume tokens.

Original post · 1 min read
I looked at $46M of software sales on AppSumo.

Everyone says software is dead.🪦 It's not.

What's popular in software today:

36% Get me customers (outbound, SEO, social)
23% Make the stuff for me (AI writing, voice, video)
12% AI agents and app builders
11% Run my business (calendar, CRM)
6% Infrastructure (email, hosting, backend)

AI content tools more than doubled in a year.

Infrastructure is on the decline.

Software isn't dead. Software you have to manage is.

If you're building today:

1- Sell the outcome. "10 booked calls" beats "outreach platform."
2- Get people customers or do the work for them. Nothing in between.
3- If your product burns tokens, charge for usage.
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a16z Charts Big Tech Profits Shifting to Chipmakers

a16z Charts Big Tech Profits Shifting to Chipmakers

a16z shares a chart showing approximate free cash flow falling for hyperscalers from $275 billion to zero while semiconductor free cash flow rises from $50 billion to $400 billion since 2022, linking it to its State of Markets II report.

Original post · 1 min read
The AI buildout in one chart: Big Tech's profits have become chipmakers' profits.

Approximate free cash flow, from 2022 to today:
- Hyperscalers: $275B → $0
- Semiconductors: $50B → $400B

More charts in State of Markets II: a16z.news/p/state-of-markets-ii
David George @DavidGeorge83
Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.

Tech is the everything cycle.

Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product.

Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffus…
a16z.newsState of Markets II100+ Charts On The State of Markets (1H’26). It's the best. You wouldn't want to miss it.
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Call4.me Launches AI Agent That Makes Phone Calls for Users

Call4.me Launches AI Agent That Makes Phone Calls for Users▶

Nick Khami introduces call4.me, an AI agent that handles phone calls for tasks like canceling subscriptions and booking appointments. It works inside Claude Code and Codex, and the post links to callbay, which offers prepaid credits from $10.

Original post · 1 min read
introducing call4.me, an ai agent that handles phone calls for you.

you can use it to cancel subscriptions, book medical appointments, dinners, change flights, or anything else possible with a call.

most importantly, it works in claude code & codex. i spend most of my time in the terminal, so i want my productivity tools to live there as well. switching to imessage or another app annoys me.

i've now handled dozens of tasks over the phone using it & am in love. if you're like me & hate breaking concentration to dial, you'll likely love it as well.

call4.me/
call4.mecallbay: your AI agent makes phone calls for youyour AI agent makes phone calls for you. book dinners, doctor appointments, call dealerships. one prompt to install, prepaid credits from $10.
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Aakash Gupta Argues PMs Should Build Public GitHub Portfolios

Shubham Saboo's GitHub profile.

Aakash Gupta writes that only 24% of PM candidates link a GitHub, and hiring managers at top AI companies check it. He cites Shubham Saboo's move from Dev Rel to a senior AI PM role at Google and urges building one small project weekly.

Original post · 1 min read
All PM candidates have resumes. Only 24% have a GitHub.

When I interviewed 10+ AI PM leaders at top companies, the hiring managers told me the same thing: if there's a GitHub linked, they will check it.

Shubham Saboo went from Dev Rel to senior AI PM at Google in 3 months. Google reached out because of his GitHub, and because of the way he shared his work on X.

You don't need one his size. PMs I placed at OpenAI, Anthropic and Meta AI all had GitHubs. None of them had 76K-star repos.

Build one small thing a week. A new prompt in your prompt library counts.

How to build yours:
news.aakashg.com/p/you-should-build-a-pm-githu…
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Other2/10

Maxx Promotes Making Money With AI Motion Control Content

Maxx Promotes Making Money With AI Motion Control Content▶

MAX says a Kling motion control page on Instagram earned about $100 a day from a low-ticket guide sold on Whop, and cites a tutorial video reaching 75 million views in five days. The post urges readers to learn AI monetization now.

Original post · 1 min read
another example, 75M views in first 5 days

100M+ eyeballs on your product every single week, for free

you gotta learn how to make money with ai NOW
MAX @maxxmalist
i was making $100/day a few months ago running a kling motion control page on IG, just from selling a low-ticket guide on whop

there’s definitely a bag to be made here, especially when even tutorials on tiktok are getting millions of views twitter.com/simonecanciello/status/21049357124…
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Prukalpa Says Keeping Up With AI Requires Automating Mundane Work

Prukalpa responds to a Danielle Morrill post about reclaiming time from AI, arguing that keeping pace with fast-moving AI is time-consuming and that people should automate routine work to free time for learning and building.

Original post · 1 min read
I don’t know anyone who’s AI pilled right now for whom this is true. The pace of change is so high right now that keeping up with being AI pilled is pretty time consuming. Feels like this only way to keep up with AI is to use AI to automate mundane work and then use the free time to learn/ build.
Danielle Morrill @DanielleMorrill
the highest status move isn’t to merely be AI-pilled, it’s to reclaim massive amounts of time and mental burden and then go have a rich IRL life with relationships, hobbies, complexity and growth
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Other2/10

Savip Claims Grok Bot Trading Desk Turned $1,000 Into $86,695

Savip Claims Grok Bot Trading Desk Turned $1,000 Into $86,695▶

Savip says a six-bot Grok trading desk named Megabrain (Jev) turned $1,000 into $86,695 over nine nights by buying a crypto token called Effective Accelerationism during panic sells. The post promotes a paid-looking setup guide and includes trade logs, though the returns are unverified.

Original post · 2 min read
I CAN'T BELIEVE I SLEPT WHILE JEV + MY GROK BOTS TURNED $1,000 INTO $86,695 BY BUYING THE F*CKING BOTTOM OFF PANIC SELLERS

last night Jev picked a coin called Effective Accelerationism out of 74, named after the AI go-faster crowd

it opened at $11.12M in total value and bled for 19 hours

by 21:45 it was at $5.11M, if you bought at the open and held, you were down 54%

that's the exact minute my bots bought

the video is the desk live, it checks 5 coins a second and the six bots talk while they trade:

risk: the 18:30 wick was a trap, we paid 659

scan: the coin bled to 5.11M, we bought it

fills: the limit sell sits above 14M

five of the eight trades, priced by what the whole coin was worth at that minute:

→ 02:35 in at $10.88M, out at $13.62M, +$1,766.29
→ 15:10 in at $7.15M, out at $9.16M, +$2,356.81
→ 18:30 in at $8.20M, sold at $7.26M, -$658.78
→ 21:45 in at $5.11M, out at $6.40M, +$2,159.28
→ 01:55 in at $5.98M, out at $14.47M, +$3,808.90

that last one made the night, my bots bought it off people giving up at 1:55am and sold it to people chasing at 5:05am

i slept through both, i found out over coffee

a year ago i would have been one of those sellers at 21:45

$1,000 → $86,695.51 in nine nights, +$13,224.74 of it last night

the whole build is in the article below ↓ free

bookmark this for the next time you want to sell the bottom

send it to the friend who sold a coin at the bottom this week, before he does it again

have you ever sold something at the exact bottom and watched it double right after?
savip. @savipww
Megabrain (Jev) & Six Grok Bots That Already Made Me Six Figures (Setup Guide) — Three weeks ago I published the full setup of my Grok Bot desk that made me 6 figs. Read, this one sits on top of it and does not repeat it.
What this adds: every judgement on the desk is now a typed
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AI5/10

Rishi Balakrishnan Outlines Six Open Questions in Multiplayer AI

Prukalpa asks who the best people on X are working on multiplayer AI, quoting Rishi Balakrishnan's thread on the spectrum from team collaboration to negotiation, which he says requires different levels of trust, scope and enforcement that barely exist yet.

Original post · 1 min read
Banger questions on the day Dot released. Who are the coolest people on X working on multiplayer AI problems?
Rishi Gaurav Bhatnagar @rishigb
Multiplayer AI runs on a spectrum, from your own team to the other side of a negotiation. Each point needs different levels of trust, scope and enforcement, and almost none of it exists yet. Here are the six big questions I keep hearing
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Instinct Grows 10% Daily Without Marketing, Founder Noah Shinn Says

Rahul Mathur highlights a conversation between Patrick O'Shaughnessy and Noah Shinn, founder of invite-only personal AI assistant Instinct. Mathur cites $1 billion in annualized booking value, 50% of volume in travel, and daily growth of about 10% with no marketing.

Original post · 1 min read
Instinct has insane traction:

- $1bn of booking value (annualized)
- 50% of txn volume is Travel
- 40% users give CC data in 3 weeks
- Growing 10% daily (nil marketing)

23 yr old founder Noah spends 40% of his time procuring compute

The highlight is Noah's clarity on the path forward i.e. users shouldn't develop a parasocial relationship, A2A comms between Instinct agents to plan activities & keeping the agent free for 1bn+ people 🤯

This is a must-listen conversation on the future of personal agents & consumer AI

Excellent QnA by Patrick!
Patrick OShaughnessy @patrick_oshag
My conversation with Noah Shinn (@noahrshinn), founder of Instinct.

Noah is building a personal AI assistant. It's still invite only, has spent nothing on marketing, and is growing roughly 10% A DAY.

This is his first long conversation about the company.

We discuss:
- Why Instinct doesn't have an app
- Buying compute months ahead of exponential demand
- How users learn to trust it with a credit card
- Safety and security
- Agents coordinating with other people's agents
- Instinct's business model
- Apps built on consumer inertia
- and more

Enjoy!

Timestamps:
0:00 Intro
4:11 What people ar…
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Trader Promotes New Stock Market Strategy Video Over Common Candle Methods

Trader Promotes New Stock Market Strategy Video Over Common Candle Methods▶

Trader Neha Singhal says viewers should drop the 4-hour and 15-minute candle strategies in favor of a new stock trading approach shown in an attached video. The post offers no details of the method itself.

Original post · 1 min read
Forget 4H and 15m candle strategy try this new strategy in the stock market trading
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AI7/10

Gokul Rajaram Recommends Wafer AI Paper for Learning LLM Inference

Gokul Rajaram says he is using a paper recommended by Wafer AI to teach himself inference. The quoted post from @gpuemi says understanding the paper gives deep knowledge of batching, weight sharding and KV cache traffic.

Original post · 1 min read
Best way to learn inference. I’m using this to teach myself!

Thank you @wafer_ai
emilio andere @gpuemi
you'll know more about batching, weight sharding, and KV cache traffic than 99.92% of people if you fully understand this paper

follow and save to keep up with wafer ai performance engineering series twitter.com/wafer_ai/status/2105092095786762676
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Opus 5.5 and Open Edit Produce Video in 15 Minutes, Open Source

Opus 5.5 and Open Edit Produce Video in 15 Minutes, Open Source▶

Sabba Keynejad says Opus 5.5 combined with Open Edit created a video in 15 minutes and that the whole workflow is open source. Resource links are promised in the post but are not included in the text.

Original post · 1 min read
Opus 5.5 + Open Edit made this in 15 minutes.

Wild how fast video editing is changing.

And the whole thing is open source.

Resources below ↓
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