the goat has arrived 👀

you can see the future first in San Francisco

arcano.es/en/arcano-insi…

agi is chronically undervalued

here’s camilo who’s building a hedge fund while he’s 22 years old 🇪🇸 filmed by Hardeep and supported by @localhostHQ

the network effect Shayne Coplan 🦅 built at Polymarket: zero fees -> more traders -> deeper liquidity -> more traders -> more accurate predictions -> reference prediction market

the polymarket network effect has reached escape velocity. regulatory adoption was delayable (and acquirable), capturing trading volume, international market share and cultural mind share was not. kalshi walked so polymarket could run. no trading fees and no revenue isn't a

Introducing AI Key, a small device that lets AI control your entire phone. just plug it in and ask it to complete a task. pre-order now.

Just landed in HK, who’s around?

Just interviewed one of the best chinese robot arm manufacturers. Currently documenting startups and funds across China over the coming weeks. Will be sharing all chinese tech related content over the coming months. Touring DJI, Tencent, Alibaba 🔜 Regards

For those of you want to learn more about what I'm building in China. Brief explanation on our businesses. If you're eager on gaining exposure to the Chinese manufacturing and investment ecosystem, drop me a DM!

Three years ago, I joined camilo in building a portfolio from scratch: angel checks, secondaries, listed equities, private credit, SPVs, joint ventures with US funds. We compounded at above 20% IRR. $15m non-custodial AUM. It wasn't enough for Camilo. His thesis: