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- Cursor raised 900Mn at 9.5 Bn - Company is 1.5 yrs old - 4 Founder are 25 yrs - Company went from 100Mn to 300Mn ARR in 4 months - The entire company is less than 50 people. - They are writing 1Bn lines of code everyday Don’t know which line is more mind blowing.

RIP zerebro

brilliant visualization of the pace of AI development.

RL is proving to be an extremely efficient way to make models do great things. awesome work from Cognition on this release.

crypto through an AI lens > AI through a crypto lens

Alexander Good is perhaps one of the best interpreters of markets, value, and market forces on CT. if you’re not following, I highly recommend you do.

the big reveal

the intersection of AI and Life will be one of the most valuable and net-positive markets of our lifetimes

Forward momentum in startups is a defining characteristic of the ones that make it. Objects in motion stay in motion. Objects at rest stay at rest. Keep moving, my friends!

kind of bearish on startups launching VC funds. how does owning 5-15% of other companies more beneficial than investing in growth in a hyper-competitive market. can someone explain why here? cc Aravind Srinivas

> there are hustlers with $50m funds who are just running away with the best deals of this vintage because they’re fast and scrappy. founders: Eden Block is fast, scrappy, and will out-hustle the rest of your cap table thru depth, breadth, and being your biggest champion. HMU.

absolutely everyone in this market is under allocated ETH, regardless of its fundamentals. fun price action ahead.

sink life savings into Erewhon > lose everything on shitcoins LA’s ok, I guess.

decentralised AI infra leads to optimal energy usage by handing the optimisation process to market forces right at the bottom of the supply chain much like how bitcoin mining began to proxy energy markets themselves, the same will happen for AI through decentralised infra

the best founders in the world: exceptional communicators. if you want to pierce through, learn to communicate your ideas brilliantly. text is not enough; become the best orator in your organization, industry, etc.

never forget that mental retardation is alive and well on this app. exhibit below:

The test of the next 4 years is to operate at progressively higher orders of abstraction without losing the plot or getting one shotted by AI generated dopamine loops

XRP’s FDV is now lower than ETH market cap. nature is healing.

stating so I don’t forget The lone wolves I’ve met who are near the billion dollar mark 1) got the numerator right — fee generating biz or high sharpe ratio anti fragile strategy 2) got the denominator right - denominated in btc 3) got drift right (taxes) The trifecta

a story in two parts: