The Computomatix Times

In 1997, I declared that Amazon would kill Walmart. Today, Walmart is 30 times larger than it was 30 years ago. The world was messier than the story:

- E-commerce companies also failed
- Customer acquisition costs online kept rising
- Certain categories had persistent try-before-you-buy dynamics
- Physical presence created brand equity that digital alone could not

What I should have asked: what would have to be true for this story to be wrong?

Nassim Taleb explains in under 3 minutes why the order of your trades matters more than your win rate

Making $10K then losing $10K is not the same as losing $10K then making $10K - the second one can kill your account

This is why 3 Polymarket bots ran 48,000 trades and didn't blow up once

Watch the lecture. Then read the full math behind $1.3M in 30 days ↓

.@blocks is building what we think is the first real alternative to hierarchical coordination. For 2,000 years, humans have organized themselves in roughly the same way.

AI changes what’s possible: Not a flatter org chart, but a fundamentally different information architecture, organized around a world model rather than a reporting structure.

@jack and I wrote about what this looks like in practice, why it's different from past experiments, and why it may reshape how companies of all kinds organize in the coming decade.

I want to address what happened to Neeraj and me last week. Of course, it was quite shocking to us as well and honestly very disheartening. But today, we want to talk about what actually happened and more importantly, what we’re going to do about it.

On March 21, we were taken into police custody in connection with a fraud complaint. Three days later, on March 24, a Thane court granted us bail, finding that prima facie, no case was made out against us. The fraud at the centre of this complaint was carried out through a fake website - "coindcx.pro" by impersonators who have absolutely no connection to our platform, our systems, or CoinDCX. No money moved through CoinDCX. No transaction occurred on our exchange. The complainant himself confirmed in court that he did not know us and had never met us.

I'll be honest: our experience was deeply unsettling. Not because we doubted the facts -- we knew from the first moment that this had nothing to do with us. But because it made something painfully clear: the ecosystem we operate in doesn't yet have the tools to tell the difference between the people building this industry responsibly and the people exploiting it.

Think about what this precedent means: if a scammer uses your brand, your name, your face in a fake website and defrauds someone, you can be arrested. Not the scammer. You. This Could Happen to Any founder, Any Business.

That has to change.

And we've decided that CoinDCX will lead that change - not with words, but with actions. Today, we are announcing Digital Suraksha Network (D.S.N.) - a ₹100 crore commitment from CoinDCX to build the cyber safety infrastructure that India's digital finance ecosystem needs but does not yet have. This is not a crypto problem. This is a problem across any company which has a digital footprint.

Here's what we're building:
→ 24x7 WhatsApp helpline: free for everyone, not just CoinDCX users, to verify links, platforms, and offers before you transact.
→ Open Fraud Intelligence API: We have already documented 1,200+ fraudulent websites impersonating CoinDCX. That data sat inside our systems. Not anymore. We're building an open API to share this intelligence in real time and inviting every exchange, fintech, bank, and digital lender to contribute. A shared immune system for India's digital finance ecosystem.
→ Cyber Safety Infrastructure for Law Enforcement: The Digital Suraksha Network will fund training programmes for state cybercrime cells on blockchain forensics and digital asset tracing.
→ "Caution Before Transaction": a nationwide initiative to give every Indian the tools to participate in digital finance safely.

We know that no single company can solve this. Fraud networks are sophisticated, cross-border, and evolving daily. Nowadays, they make use of AI that makes them exponentially harder to catch. But someone has to start to fix this problem from the root.

We are putting ₹100 crore on the table because the ecosystem cannot afford to wait. I am asking every platform, every regulator, and every Indian who participates in digital finance to join us.

We want to ensure that anyone building startups in India like us can do so with confidence, and not with fear.

What a harrowing experience. Coindcx founder @smtgpt said he spent three nights in jail because someone else impersonated their brand and scammed people!

"If a scammer uses your brand, your name, your face in a fake website and defrauds someone, you can be arrested. Not the scammer. You. This Could Happen to Any founder, Any Business." ⏬

The Harvey fundraise at an $11 Billion valuation is really interesting, and on the verge of head scratching.

Harvey feels like it competes with Lexis Nexis and Westlaw, which are the other two legal tools every major law firm has.

I used Lexis's AI tool a lot in my prior role. It was decent and seemed to improve over time. I assume Lexis will continue to improve it. It honestly competes with ChatGPT and Gemini more than Harvey.

The law firm lawyers I know who use Harvey like it, but it's not their sole AI tool. Like every AI tool on the market, it also has limitations and pain points.

Lexis is owned by RELX PLC and that conglomerate has a market cap of ~$65B. Westlaw is owned by Thompson Reuters and that conglomerate has a market cap of ~$55B (has been swinging, in part due to news about AI advancements and competitors like Harvey).

The interesting thing is that Lexis and Westlaw have legacy businesses built on datasets of legal precedents and carefully curated regulatory materials like opinion letters and legislative history. They also offer other products that drive material revenue, like Lexis's identity verification databases and value-added services.

Harvey doesn't have those things. And unless it can displace Lexis or Westlaw, it doesn't seem like it can earn the fees that those providers currently take from law firms on an annual basis. Legal revenue is an estimated 25% of Lexis's business — is Harvey really already on par with Lexis in the legal space vis-a-vis its $11B valuation? Westlaw drives closer to 40% of Thompson Reuters revenue, so maybe Harvey does still have room to double its valuation off of fee revenue. But that feels like a tough mountain to climb.

I'm also skeptical that Harvey can survive the thousands of paper cuts of lawyers opting for more general use AI tooling from the likes of Anthropic, Gemini and OpenAI. Anthropic has made amazing strides in general business work product, and all three are useful tools in developing memos and contracts.

There's also a last issue facing Harvey. If it replaces too many associates or associate hours, law firms aren't replacing costs — they're ripping out revenue generators. As someone who hires law firms, I'm not paying Cravath or MoFo $1,000 an hour for a partner to use Harvey. I'm paying those rates to get an associate, counsel or partner who has specific knowledge and skills to advance my project faster. It's great for me if Harvey usage shaves 5 hours off my bill on a project. But not good for the law firms, because I don't have some magic increase in projects to help them make up the lost revenue.

Law firms who adopt Harvey more will have to change their billing models. And I'm not sure you can teach that many old dogs the necessary number of new tricks to keep pumping up Harvey's valuation.

Okay. Rant over. Going to touch grass for 20 minutes.

Yesterday we saw Thoma Bravo, today Vista Equity Partners

If your involved in $MSFT $IGV etc , would recommend reading

Vista Equity Partners , one of the largest PE firms specializing in Software

titled "Agentic AI and the Future of Enterprise Software". It visualizes a major paradigm shift in enterprise software

vistaequitypartners.com/wp-content/uploads/202…

Since 2023, the top quartile of AI spenders on @tryramp have more than doubled their revenue. Bottom quartile? Flat

A roofing company in Texas. A window installer in Utah. A construction firm in Florida that grew 65%

The gap is accelerating and most companies don't feel it yet

A Russian mathematician died in 1922.
His math just made 3 anonymous bots $1,331,821 in 30 days on Polymarket.

Andrey Markov never saw a prediction market.
He built the exact tool to destroy them.

Here's the cheat code ->

The model doesn't predict. It measures.

Two conditions. Both must fire simultaneously:
Δ = p̂ − q ≥ 0.05 -> gap exists p(j*, j*) ≥ 0.87 -> state is stable

If both are true -> position entered.
One function. Runs every minute. 24/7.

Three bots. Three styles. One principle:

polymarket.com/@bonereaper?via=svyatoslav - 0xeebde7a0e019a63e6b476eb425505b7b3e6eba30 ->
1,500-2,900 shares, BTC/ETH 1h windows -> 14,339 trades -> $454,834.

polymarket.com/@0xe1d6b51521bd4365769199f392f9… - 0xe1d6b51521bd4365769199f392f9818661bd907c -> dual-mode EV, best single trade +54.6% -> $432,591.

polymarket.com/@0xb27bc932bf8110d8f78e55da7d5f… - 0xb27bc932bf8110d8f78e55da7d5f0497a18b5b82 -> 5 assets, 1 trade per 1.7 min, σ−55% -> $444,396.

The formula behind all three: V_T = V₀ · e^(N · r̄)

At 16,000 trades and 0.034% per trade -> ×240 growth.
Math doesn't care about your conviction.
Only about N.

The edge?
Humans sleep. Markets don't. At 3AM nobody's watching a 5-min BTC window.
The gap widens. The bot enters.

You don't have to build the bot. You just have to follow it.

-> Copy all 3 wallets live, starting from $10: t.me/KreoPolyBravoBot?start=ref-join (Just add the wallets I attached above).

Save this list.

This is original bids for @IPL that were awarded on 24th January 2008 in mumbai at cricket center at 12:00 pm. The bids were converted into rupees on that day. One dollar was 40 rupees on that morning. So one can just judge the true value appreciation today. 🙏🏽 further the amount bid was spread out to be paid evenly over 10 years. Many teams were in profit post year one itself. So the amount came out of their cash flow. So value appreciation is far greater than what the media conceives it to be. Actual numbers each team spent to buy the team will show up only in company filings with registrar of the company. So check that for accuracy and true value appreciation.

United built the product that everyone who has every been on an airplane has wanted!