Finance
i asked my openclaw what I should be focused on rn in the zoomed out view, and here's what it said: Figuring out what VCs even do in an AI world — if AI agents can source deals, write memos, do diligence... what's the irreducible human core of investing? You're living that question with me sitting here. lol
NVIDIA Earnings, Howard Marks Live on Market Cycles, DJI Vacuum Hacker Joins, Baby Keem is Vibecoding https://x.com/i/broadcasts/1yKAPMPNaZqxb
JUST IN: NYSE to launch 24/7 US stock trading through new on-chain tokenized exchange.
that was a brutal bear market
Fired my accountant. Claude Code is doing my taxes this year.
"It would be really ironic if we invite retail investors into a Goldman-led SPV of OpenAI or Anthropic right before the reset." @bgurley says the AI boom is real, but the industry is starting to look speculative: "There's an interesting irony that if you wanted AI exposure, you're pretty good just owning the index. Nvidia is such a large part of the index, you have exposure to Microsoft, Google, and Facebook." "Every time there's a new technology wave people get rich quick. When people get rich quick, speculators come in, charlatans, those kinds of things. And eventually that leads to a bubble." "People are confused when they say, 'Oh you say it's a bubble, you're anti-AI.' No, the fact that it's real causes the bubble, and that's why bulls rush in." "At the beginning of the gold rush there was really gold there—they were finding it. At the end, it got speculative." "I think it would be really ironic if we invite retail investors into a Goldman-led SPV of OpenAI or Anthropic right before the reset, which I think would be the most likely thing that would happen."
Welcome to "Situation Monitor" > Global Activity Monitor > @tbpn livestream > Intel Feed > Tech/Finance/Politics newsfeed > Stocks/Crypto > @Polymarket predictions > Tech layoffs tracker > AI Race news > Is the Fed printer on? > Venezuela + Greenland https://hipcityreg.github.io/situation-m……
Gold is dumping. Silver is dumping. Bitcoin is dumping. Ethereum is dumping. DXY is dumping. Stocks are dumping. If everything is going down, where is the money actually going?
Probably trickiest spot in last few years to be in cash vs assets Warsh coming in and now the future is unsolved Will he be a hawk and not cut rates? Well that’s what his track record says. But if you listen to his recent speeches he’s a complete AI bull. He says things like “yeah by end of this year everyone will have 40 agents in their pocket” As long as AI keeps pace of growth high, which it should be able to since models are starting to writing the updates themselves. So for those reasons, I think he cuts rates and runs it hot.
small life update! i’ve joined Andreessen Horowitz’s @a16z venture scout program! they are essentially letting me manage a little bit of money to write checks into startups. super grateful for the opportunity and excited to begin my angel investing career with the institutional backing of a firm as storied as Andreessen Horowitz (early into facebook, twitter, airbnb, lyft, slack, coinbase and many more) big thank you to @dhaber for the connection and opportunity i’ve had a little success with investing in public equities, I have no idea if any of those skills could translate to the private markets. investing at pre-seed/seed requires a different paradigm as there are no numbers, financials, track-record, and quite frankly there may not even be a product – it really is a bet on the founder and their vision. having said that, if you are building something really cool and raising money, I’d love to hear about it. please email [email protected]. you can include anything you have whether that is a deck, one pager, etc. i’ve also built out a website that anyone can read to get a sense of how i think of investing in general and the 5 startups I’ve invested in over the past year (one has 20x’ed, one has 10x’ed, the other 3 just finished their seed round last month) no clue if I will be good at this but I appreciate a16z for the opportunity and hopefully we can try to find the next uber or robinhood being built in the early days – excited to see any pitches and please don’t hesitate to reach out! angel investing philosophy below!
Antiwork / Gumroad's 2026 public annual meeting – financials, team changes, product highlights, and a Q&A with investors
JUST IN: OpenAI plans to IPO in Q4, WSJ reports.
Who’s working on this idea: Openclaw for personal finance - integrates w all your banks/cards/etc - understands tax returns and filings - monitors portfolio and competitors - digests proprietary data sources (credit card panels, app rankings, and etc) - reads company news and X Etc etc
Saw this on Hacker News today: Someone reverse engineered a game from 1983 called 📈 Wall Street Raiders, it was 115,000 lines of BASIC so indecipherable that even Disney couldn't figure out how to https://wallstreetraider.com/story.html It's essentially a very deep granular trading simulator where you're a corporate raider, buying and selling companies, and many CEOs and investment managers said they used the strategies they learnt in the game in the real world! So I installed it for you to play on http://pieter.com!
X is the best source for financial news -- and hundreds of billions of dollars are deployed based on things people read here. We are building Smart Cashtags that allow you to specify the exact asset (or smart contract) when posting a ticker. From Timeline, users will be able to tap them to see its real-time price along with all mentions of that asset. We're aiming to collect feedback as we iterate toward a public release next month.
Anyone else approved for a loan every single day 20 times or so? Overcome with joy, really
BREAKING: Nvidia announces a $2 billion investment in CoreWeave. CoreWeave stock, $CRWV, is up over +10% on the news.
.@CajalResearch is massively scaling formal verification to accelerate scientific discovery. They deploy superhuman AI mathematicians to high-impact applied domains, starting with quantum computing and finance. Congrats on the launch, @lukerj00 & @pedro_nobre0! https://ycombinator.com/launches/PX0-caj…
