Giuliano Giacaglia 🌲
Giuliano Giacaglia 🌲 avatar
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
1y
@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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Giuliano Giacaglia 🌲 avatar
giu
4mo
OpenClaw is one of those rare products that genuinely surprises you. The first time I used it, I had that same feeling I had the first time I tried ChatGPT. That quiet “wait… this changes things” moment. I didn’t expect to be this excited about it!
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Giuliano Giacaglia 🌲 avatar
giu
5mo
If early reviews are any signal, the Rivian R2 is going to sell a ton. This feels like Rivian’s breakout mass market car.
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Giuliano Giacaglia 🌲 avatar
giu
5mo
Thrive is one of the top VCs today. Who would’ve guessed that five years ago?
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Giuliano Giacaglia 🌲 avatar
giu
5mo
Thoughts on the latest Figma earnings and what it means to SaaS
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Giuliano Giacaglia 🌲 avatar
giu
5mo
Gemini 3.1 Pro just dropped. Google is back on the frontier!
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Giuliano Giacaglia 🌲 avatar
giu
5mo
As time goes on, I’m using prediction markets more and more to gauge the most likely outcome of an event.
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Giuliano Giacaglia 🌲 avatar
giu
5mo
OpenAI acquiring OpenClaw is a big deal. Some thoughts:
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Giuliano Giacaglia 🌲 avatar
giu
5mo
We gave the home page a full refresh and wow, it feels clean. Highly recommend taking a look 👇
Open Pinetree
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Giuliano Giacaglia 🌲 avatar
giu
5mo
In 2019, training GPT-2 cost ~$43,000. Today, you can beat it for ~$73 . Costs have been falling to ~40% of the prior year! Still feels slow given how fast everyone claims AI is accelerating.
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Giuliano Giacaglia 🌲 avatar
giu
5mo
OpenRouter’s top five models are mostlyopen… and then there’s Google as the lone for-profit standout. Curious why that happened.”
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Giuliano Giacaglia 🌲 avatar
giu
5mo
Openclaw is joining OpenAI. That was extremely fast ⚡️
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Sam Altman
@sama
5mo
Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our
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Giuliano Giacaglia 🌲 avatar
giu
5mo
Waymo is now doing over 1.2 million rides per month in California, a 22x increase over 2 years
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Giuliano Giacaglia 🌲 avatar
giu
5mo
AI is doing something remarkable to corporate cash flow. The hyperscalers are spending so aggressively on data centers that free cash flow is collapsing. Google is still printing billions. But for others, capex is basically eating everything, even turning FCF negative. Oracle, for example, is already there.
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Giuliano Giacaglia 🌲 avatar
giu
5mo
One of the biggest patterns in my investing the past few years: My best investments weren’t driven by market sentiment. They happened when I saw something and thought: “This is the future, and at this price it’s an incredible opportunity.” Not because it was popular. Not because everyone agreed. Just because I had r...
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