Listening to Jensen Huang’s life story has made me feel more comfortable with my habits and personality. I have a very similar immigrant family / hardworking family background. No vacations, no eating out at restaurants. Generally the concept of “leisure” “fun” “enjoyment” isn’t really a concept I’m familiar with. So much so that I have 0 interest in going to the beach it feels like a waste of time. But it makes me happy knowing being a maniac has its advantages in the tech world.

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Consulting is advanced late stage unemployment.

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simplicity scales

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My unwavering belief is that food will be grown inside restaurants in the future. I’m talking tens of thousands of restaurants. The majority of the people who hear me say this can’t quite visualize that future. Therefore their usual response is something alluding to it not being possible. Every time I hear that, my mind goes to the movie, Interstellar. The docking scene. "It's not possible.” "No. It's necessary.” It’s necessary to have better food for more people. It’s necessary for more people to Live Longer. This is why being a founder is the ultimate blessing (through many days that feel cursed). Your necessary, often delusional actions make the world a better place.

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This hijack ad space mini-app is so much fun! 🤩

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A 3 year analysis of consumer crypto investing We’ve done ~5 Farcaster ecosystem direct/adjacent deals, and will do more Full analysis here: https://x.com/socialgraphvc/status/1996688197179281480?s=46&t=jlO8oBVg4bsgKeZixII2Kg

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OH nothing much, just building an encrypted chat platform that is cool enough for the brain rot kiddos to use but chill enough for the millennials and building it on a brand new tech stack. Marathon through nostalgia lane right up to Italian brain rot avenue.

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The desire to create something permanent, lasting, and unchanging is understandable and even noble. But the truth is, it suffocates action. Here's some liberating phrases for we who love perfection: "Let's ship something that's resilient." "Let's leave it room to breathe." "Let's throw out a spark."

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Financial interests shape more than just news 🙌 It starts with interests and activities, news, then relationships, activities, work, purchases, location choices, and more - kinda sad when you think about it 😳

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Felt like sharing some brand recognition so I created my @brnd podium of today: 🥇Degen - /degen 🥈ENB - @enb 🥉Superfluid - @superfluid

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Most colorful and tasty wrap 🤠

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If you haven't enabled cursor in your company slack yet, seriously give it a shot. Insanely good for documentation updates, small fixes, and bug fixes. Especially ones where some back and forth debugging happens with a coworker or support. The context is rich and you just ping cursor. Bonus points if you have auto deployed preview urls, most times don't even need to pull the code.

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If you are building an app, you should read everything @tldr writes. https://x.com/tldr_x/status/1996638781143654455?s=20

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This state of mental health in this country is in shambles. Doctors are not required to have a max number of patients per day, so they always schedule back to back with the min legal time as the default visit length. This directly impacts the quality of care, level of attention to detail, and actual shits given for the patient or accountability for their progress over time. They optimize for volume. This has downgraded the quality of care and diluted the Hippocratic oath. It cascades into providers always being late, their admins not giving enough of a shit to give patients a heads up, and the classic Curb Your Enthusiasm debate about scheduled times vs waitlists to be seen. This bush league system is all about maximizing throughput and provider upside vs quality personalized care at scale. If a psychiatrist target billable rate for insurance is $250 with one individual patient or $750 with three in an hour. What do you choose? So many psychiatrists are just order takers at pill farms and have zero interest in going above or beyond in the interest of the patient. The behavioral health system in America is broken and we should demand better. How have doctors with higher standards and ethics and values not formed to coalition? Who is building One Medical for this?

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We've (@socialgraphvc) seen 22 prediction market companies over 2025, and haven't backed any. Which and why? > Broadly, we've seen sports focused PMs, levered PMs, ecosystem focused PMs, defi PMs, aggregators, and PM data companies > Differentiation is hard, new entrants have little to no liquidity vs. Polymarket > Ancillary tools are usually small markets at this point, and could easily be built/bought by larger markets What have we backed? > Apps that embed markets within their experience, but it's not their main thing, it's and add on that appeals to their users > In that train of thought, companies that help consumer companies curate and embed prediction markets in their experience is an area of interest If you want the full list, DM me

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