Samir (@heysamir_) 's Twitter Profile
Samir

@heysamir_

Over-engineered fintech, stratfin, tech and AI tweets and takes. Opinions my own.

ID: 295030390

linkhttps://posts.interspace.ventures calendar_today08-05-2011 07:15:00

3,3K Tweet

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Samir (@heysamir_) 's Twitter Profile Photo

Probably the best explanation of Diffusion models vs. LLMs from the folks at Lumiera: lumiera.beehiiv.com/p/beyond-auto-…

Samir (@heysamir_) 's Twitter Profile Photo

With Circle's blockbuster IPO, there's a couple of immediate questions that come up for me: 1. Circle set a range of $24 - $26 for their IPO and priced at $31 (+25%). Does that bode well for any future fintech IPOs on the horizon? 2. How much of Circle's 200% surge on Day 1 was

Rob Hadick >|< (@hadickm) 's Twitter Profile Photo

Interesting wrt to COIN valuation. Estimating that COIN's share of Reserve Income remains flat to Q1 (~53.5%) gets me to ~$1.29bn in revs to COIN. Using the same CRCL Net Rev multiple of 32.8x that implies that ~$42.3bn of COIN's ~$60.5bn EV (~70%) is due to this rev share

Samir (@heysamir_) 's Twitter Profile Photo

In almost every creative profession, your success & performance depends on doing something different every day whether it's new art, new books, new food, new acting. But not performing arts. If you're a musician, play actor, dancer, comedian, your success starts with creativity

Brett Adcock (@adcock_brett) 's Twitter Profile Photo

Welcome to the most boring video we've ever posted Here's 60 minutes of our humanoid robot solving logistics, powered by our Helix neural network

Samir (@heysamir_) 's Twitter Profile Photo

Tech youtubers complain that Galaxy S25 Edge is sacrificing battery life for thinness nobody wants as compared to S25 Ultra. That's the exact wrong comparison. The real comparison is to S25 where it's $200 more for: - 78% more pixels - Same weight - 4x more powerful camera -

Jeff Kauflin (@jeffkauflin) 's Twitter Profile Photo

NEW: Chime's IPO (expected this Thursday) is poised to pop, even as it faces long-term challenges of attracting and retaining customers profitably and controlling lending losses and fraud: forbes.com/sites/jeffkauf…

Samir (@heysamir_) 's Twitter Profile Photo

Alright, alright, alright. $27 / share means $11.6B valuation going into Day 1. Where do we think it is at end of Day 1? businesswire.com/news/home/2025…

Samir (@heysamir_) 's Twitter Profile Photo

What a way to close out the night. Eleven Madison Park is the best restaurant in the world and it's not even close. They think of everything. Unreasonable Hospitality.

What a way to close out the night. Eleven Madison Park is the best restaurant in the world and it's not even close.

They think of everything. Unreasonable Hospitality.
Samir (@heysamir_) 's Twitter Profile Photo

Maybe the best fintech startup website of 2025 nekuda. Love to see companies pioneer intelligent commerce and human-not-present transactions. nekuda.ai

shadcn (@shadcn) 's Twitter Profile Photo

Okay, serious talk. Why do we really need to mimic the real world in our UIs? We’ve created a new virtual one where we get to explore and invent new interfaces and interactions. Why bring back leather, glass, and knobs? I’m not against physicality in UI. I'm saying purposeful

Samir (@heysamir_) 's Twitter Profile Photo

I tried Google DeepMind's Veo over the weekend to build a short animated film I thought of. I thought I had the greatest workflow: - I narrated the concept into Granola which summarized key story beats. - I converted the narrative to storyboards in Google Gemini App - I used