Vertical AI Must Own, Sell, and Scale for Stickiness
to me this is where vertical AI should go - internalize the capability and become the distributor and seller so all model improvement via scale strengthens the value proposition and stickiness of customer more pls
Reindustrialization Narrative Misses Capital Markets Role
1/ my new manifesto CAPITAL MARKETS MAXIMALISM There’s a version of the American reindustrialization story that goes like this: China ate our manufacturing base. Supply chains proved fragile. Now we need to build again. That story is true. But it’s incomplete....
People Demand Agency in Self‑Directed Health Optimization
my only angel investment last year was a peptide company PEOPLE WANT TO HAVE AGENCY OVER THEIR HEALTH i couldn’t be more enthusiastic about the current trend of self instructed health maxxing - let the people decide https://t.co/mMz8Ooxu1A
MEV Essential: Blockchains Require Transaction Ordering
MEV is fundamental to how blockchains function - ordering in blockspace is necessary when multiple transactions are competing for a specific position in a shared state. a blockchain without ordering is a contradiction — consensus is by definition agreement on order.
Standard Triples Facilities in a Year, Powering Future
incredible progress - Standard has expanded from one to three facilities in under twelve months. fueling the future, one triso particle at a time 🫡
GTC Hype Mirrors
GTC this year giving 2017 ICO mania vibes - people adding “Nvidia powered / partner” when they are just customers compute economy local top in 12 - 18 months?
Crypto Hits Watershed Moment After Decade of Advocacy
watershed moment for the the crypto industry - grateful to all the teams who dedicated immense amounts of capital and energy to lobbying, advocacy, and litigation over the last decade onward (not sure on the upward for now)
NYC Landlord Laws Force Owners to Abandon Property
i used to own an apartment in New York when i left the city, i considered renting it out but laws in NYC horrendous for landlords so i let it sit empty and then sold it would rather lose money than spend...
LLMs: The New Psycho‑Tool Compressing Human Knowledge
💕💕💕 i love the idea of LLMs as a compression function for human knowledge. perhaps they should be classed as a new psycho tool akin to language and religion
Debating GPU Finance, Hardware Monopolies, and Compute Commoditization
tomorrow, 4 pm, downtown San Francisco 50 ppl opening debates: 1. how GPU financing actually breaks down in practice - @USDai_Official v $100B PE fund 2. managing the hardware monopolies - @drivenets v incumbent OEM 3. commodification of compute - @OrnnExchange v stealth co https://t.co/exkwRTkJdA
Building Resilient Grids with Hardware, Software, Marketplaces
calling all grid nerds exciting time to be working on hardware, software, and marketplaces that will make the grid more resilient
Models Now Run Labs, Not People
i think it’s funny that people believe frontier labs are still run by people the models are running the labs
Data Centers Use Water Equal to Two Golf Courses
narrative violation: the world's largest data center consumes roughly the same amount of fresh water per year as two 18-hole golf courses great insights from @Aravolta_X25 on the environmental impact of data centers https://t.co/onlw5Iften
Pitch Night for Data Center Startup Founders, March 15
are you a founder building something for the data center economy? hosting a "pitch night" on sunday, march 15, in downtown SF before GTC with trillions deployed into compute infrastructure, generational companies will be built here details + apply here: https://t.co/HjvMRSg43a
Tight Compute Supply Makes Long‑Term Offtake Essential
narrative violation: compute supply is structurally tight, probably more than it’s ever been securing long term compute offtake from a well capitalized data center operator or neocloud is going to be table stakes for compute consumers compute price go brrrr
Leverage AI to Identify and File Product Patents
request from portco making manufactured product with a ton of process IP: "got anyone who can help me file patents? two things needed - 1. figuring out what of what we’ve made can be patented 2. writing and filing the patent" i said...
Mini Power & Cooling Report Available at GTC
we printed a Polly Pocket sized version of our deep dive report on power and cooling systems - we’ll have them at GTC next week for those who want one DM me or @kellyjgreer or find us at our Sunday...
Frontier Labs Subsidies Yield Mostly Positive, some Negative EV
does anyone know how much the leading frontier labs are subsidizing user compute costs? there’s probably a very interesting distribution where majority of users are +EV but a fat tail is -EV
Proof‑of‑Work Is Thermoeconomic; ETH Would Spawn Coreweaves
imagine if ETH had stayed PoW - we'd have so many Coreweaves the universe always demands PoW because it is thermoeconomic - thank you for coming to my TED talk
Azura Launches Fee‑free, Non‑adversarial Trading Paradigm
new trading paradigm loading - no fees to trade, no adversarial monetization of flow proud to be an early supporter of Azura, has been a pleasure watching Jackson execute on his vision over the last two years 💕
Liquidity Becomes Verifiable Building Block; New Primitives Arrive 2026
liquidity is just another computationally verifiable building block in the crypto finance stack new primitives coming in 2026 mucho excited
Seeking Innovative Capital Compounders Beyond Traditional VC
preparing for our 2026 @CrucibleCap planning meeting with @itsanhonour_ @kellyjgreer and the team the playing field for investment firms (VC / PE) is ever expanding but winning stays the same - to be *the best* compounders of capital who should...
Backing Ostium Labs: Belief in Macro On‑Chain Future
in February 2024, @kaledora hunted me down at a conference to talk about trading commodities onchain over the next six months, i spent hours talking, arguing, debating with her and @contrarianmarco in September, i wrote my second check from @CrucibleCap into...
Crypto Prices Ignore Net Negative Long‑term Value
much ado about crypto pricing but reality is we have more data on long term economic value in these networks and most are zero to net negative value creation so instead of pricing infinity upside people are pricing reality based on...
Research Tools Boost Outreach to 31% in Q3
1/ sharing insights from Q3 2025 at @CrucibleCap - quantifying and qualifying our work first up - our sourcing mix changed a bit. this quarter we augmented with research tools which drove outreach from 4% in Q2 to 31% in Q3....
AI, Blockchain Threaten Coase’s Firm Theory
would love to see more writing on the evolution of economic theory in a world w AI + blockchains intelligent agents + stablecoins + programmable finance theoretically make Coase’s theory of the firm re: transaction costs obsolete. what other economic concepts...
Industrial Economy Onchain: Energy, Compute, Crypto Drive Next Cycle
see you in the desert @SolanaConf i’ll be talking about putting the industrial economy onchain - energy, compute, and crypto are the building blocks of the next economic cycle https://t.co/MzIgaubPd1
Urgency on Small Tasks Predicts Big‑Scale Success
lack of urgency is one of the most telling traits in both an investor and a founder if you can’t maintain velocity on the small things you will very likely struggle to generate the momentum needed to overcome the big...
Today’s Perfect Moment: Buy Bitcoin Under $100k
good morning, it’s a beautiful day to buy bitcoin below $100k https://t.co/OWpO34cARk
Tokenization Bridges AI, Payments, and Crypto Futures
the @RibbitCapital token letter is incredible, highly recommended reading - it links together tokens in AI, payments, and crypto in a clear manner. "tokenization is the process of rendering the world for computers" and by proxy, NHI, AGI, robots, and...
Data Centers Require Embedded Finance; We're Investing Aggressively
data center infrastructure needs an embedded finance layer - we have invested in 3 companies in this space and are looking to back more!
Celebrating Bitcoin’s Return to $100k Milestone
good afternoon to everyone celebrating Bitcoin 100k again https://t.co/LVr77YomW3
Energy and Compute Returns Outpace Crypto in 2025
hey do you guys wanna see a cool chart? returns to energy and compute are outpacing returns to crypto once again in 2025, just as they did in 2024 (note i am using some very loose proxies, i priced CIRC at...
Backing OrnnExchange: New Price Index Launching Soon
excited to back @wayne_nelmz and @bavaria_kush as they build @OrnnExchange check out the price index - https://t.co/bKwkelTkzP coming soon to markets near you 👀 https://t.co/ZhF3QfyC1t
Massive Crypto Liquidation Sparks High‑Leverage Comeback
largest notional liquidation in crypto markets i feel ALIVE and yes i will be LEVERED TO THE TITS as soon as i recover emotionally live or die trying 🫡 trenches 4ever (@CrucibleCap marked SAFU, @kellyjgreer and i don't do more than...