Agents Are An Existential Threat To Walled Gardens Bread & Frad

Building on OpenAI is Building on AOL Bread & Frad

$19 Billion and The Resilience of DeFi

Coming Soon

A modern story of two tech-first founders who ran headfirst into the messy, archaic, and deeply human worlds of global logistics and international trade finance.

In five years, solar won't just be a "climate solution." It will be the most obvious, cheapest, and abundant energy source on the planet.

We're lying to ourselves about the purpose of education.

DeFi lending volumes have exploded since April. Three drivers: - crypto prices rising (higher TVL) - ETFs/funds parking capital for yield - institutions having fewer options than retail (mainly just stake and lend). @nik's infrastructure thesis is playing out.

AI is eliminating your moats. So how do you survive? Be more human. @jess of @seedclub and @jamiew of @glif on why authenticity and a commitment to keeping the internet weird are your most powerful assets.

Specialists see AI as a nuisance to their sector. Generalists see AI as the connecting tissue between all sectors. The biggest opportunities are at the intersections.

Solar + Storage + Programmable Power will be radically cheaper than anyone can imagine.

Is it a bubble? Or just cope?

Yes we are generalists but we have a consistent worldview that informs everything we do.