Giuliano Giacaglia 🌲 (@giu) on Farcaster

Giuliano Giacaglia 🌲

@giu

🇧🇷🇺🇸 - Book: Making Things Think: holloway.com/mtt Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph

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giu

9mo

@androidsixteen.eth and I have been building something for the past few months and we are finally excited to introduce Pinetree 🌲 Check out the video below:

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giu

Highly recommend subscribing to @twochanz.eth. Great content:

giu

Wild to see Google firing on all cylinders: 48% YoY in Google Cloud, 18% in Search, and $175B–$185B of capex planned for 2026. 🤯📈

giu

10d

It’s surprising to see inflation at its lowest levels in years. The ZIRP era was such a unique moment in history and affected almost everything around us. It feels like we’re finally moving past most of its consequence

giu

11d

Jensen Huang: "Our biggest investment ever will be made into OpenAI"

giu

15d

The flippening Sales of fully electric cars surpassed those of petrol vehicles in the European Union for ‌the first time in December

giu

15d

Cybercabs are beautiful irl Very impressed by them. The future is here!

giu

15d

Lovable is pretty powerful, and @antimofm.eth shows how to use it to create beautiful designs.

antimofm.eth

design

15d

Made a quick video on how I used Lovable to create the distorted grid field for the /neynar x /farcaster announcement: https://pinetree.so/video/0x35b521a19e320992921c3b748380bb34ff5221c3

giu

15d

The bull case for Apple is simple: Clawdbot triggered a surge in demand for Mac minis. Apple still ships the best consumer hardware. When a mass-market version of Clawdbot arrives, Apple won’t be able to ignore it. They’ll have to adapt and support it. The clear trailblazers here, in my view, will be OpenAI and Google.

dwr

16d

The race for the mass market version of Clawdbot is between the big frontier labs (OpenAI and Anthropic) and the operating systems (Apple, Google, Microsoft).

giu

16d

In a growing market, strong competition can still result in a positive-sum game for everyone involved.

giu

16d

Copper is one of the most interesting stories in the next few years

giu

19d

This is a great set to listen while coding:

giu

22d

🇯🇵 Japanese bond yields are ripping higher, and this is not a benign “return to normal.” U.S. rates staying high are pulling global yields up, and Japan can’t fully resist it anymore. The BOJ is stuck: letting yields rise makes it much more expensive for Japan to service its massive debt, but stopping yields risks a...

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giu

23d

How is Anthropic doing so well in the enterprise market?

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giu

24d

OpenAI’s CFO shared updated financials, and the takeaway is clear: revenue is almost perfectly correlated with compute. In 2025, revenue surpassed $20B, up more than 3× from 2024 ($6B) and 10× since 2023 ($2B). Over the same period, compute scaled to 1.9 GW by the end of 2025: also more than 3× higher than 2024 (0.6 ...