Giuliano Giacaglia 🌲 pfp

Giuliano Giacaglia 🌲

@giu

620 Following
190857 Followers


Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
@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: https://pinetree.so/video/0x8ad9e7630bbb2abc6f5d167e04df79443a9cdc2d
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Waymo has now expanded their coverage area in Austin, Texas! You can see how that now compares to Tesla Robotaxi coverage!
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Tesla is making a extended wheelbase Model Y β€œL” β€’ 7 inches longer than a standard Model Y β€’ 1.7 inches taller than a standard Model Y β€’ Six Seater
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
WTH?!? πŸ˜‚πŸ€£πŸ˜‚
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Inflation is lower than expected! PPI 0.0% MoM, Exp. 0.2% PPI Core 0.0% MoM, Exp. 0.2% PPI 2.3% YoY, Exp. 2.5% PPI Core 2.6% YoY, Exp. 2.7%
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
The Tesla robotaxi network expanded in Austin covering a much larger area!
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
It’s a bit ironic: Peter Thiel says you make the most money by avoiding competition, yet the best founders tend to be hyper-competitive. Just look at three of the most iconic founders: Zuck, Elon, and Sam Altman. They are all going after the same AI space. On that note, Zuck just announced he’s investing hundreds of billions of dollars in AI data centers.
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Looking for podcast episode recommendations! What’s the best podcast you’ve listened to?
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Prediction: By 2030, the top three companies by market capitalization will be Tesla, SpaceX, and OpenAI, in no particular order.
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Will see if these benchmarks turn out to show how well Grok4 performs in real-world daily usage but this is pretty impressive for an entrant
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Bitcoin treasury companies hold over half of the amount of BTC bought through ETFs and have grown 3x in the past year!!
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
It seems clear to me that OpenAI will eventually compete directly with the most popular applications built on top of its API, from note-taking to code assistance. They aren’t focused on this now because it isn’t their current bottleneck. However, it’s evident that some of these companies face an existential threat: once OpenAI scales, it could generate unprecedented revenue and easily run these products at a loss for a long time. I wouldn’t want to be in their shoes.....
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Being away from Austin for a while has made me appreciate the city, and Texas, even more. When I first arrived, what stood out to me was how welcoming people in Texas are. But after spending time outside the state, I also see how great the services are in Austin. I really love this city!
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
It feels inevitable that all major sports are going to be streamed everywhere by streaming services. Apple closing the rights of F1 in the U.S. is just the beginning!
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
This is a super interesting company that not many people are talking about. Recommend it!
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Long term holder supply as percent of total supply of Bitcoin hits a 15-year high. πŸ“ˆ That's pretty impressive
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Founders Fund performance is pretty good. It is interesting to see their returns and what the multiples look for one of the best in the game! https://www.generalist.com/p/founders-fund-4
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Zuck is not playing around..
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
The flippening: VanEck CEO says more Americans now own Bitcoin than gold πŸ“ˆ 37M Americans own exposure to gold, while 50M Americans own exposure to Bitcoin
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
This spreadsheet shows the coverage of VC firms on companies that are worth >5B. It’s interesting to see that no firm, regardless of brand strength, truly controls the best deals. It also highlights that investors’ biggest wins often align with their domain expertise. Alfred Lin (former Zappos) invested in both DoorDash and Instacart Micky Malka (former Lemon) invested in both Coinbase and Brex https://docs.google.com/spreadsheets/d/1iibGnQFvL5zB9o8bwGTA5uQYmqGWBviW7eK_FH0LMW0/edit?gid=1775519312#gid=1775519312
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