Giuliano Giacaglia π²
@giu
π§π·πΊπΈ - Book: Making Things Think: holloway.com/mtt Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph
Pinned
@androidsixteen.eth and I have been building something for the past few months and we are finally excited to introduce Pinetree π²
Check out the video below:

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Openclaw is joining OpenAI. That was extremely fast β‘οΈ
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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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One of the biggest patterns in my investing the past few years:
My best investments werenβt driven by market sentiment.
They happened when I saw something and thought:
βThis is the future, and at this price itβs an incredible opportunity.β
Not because it was popular.
Not because everyone agreed.
Just because I had r...
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