Sublime
An inspiration engine for ideas
I think I found a Picasso at a garage sale.
But not the kind you’d think…
Lately I’ve been thinking about how to capture some of the upside of this AI boom in my stock portfolio.
But it’s hard. I’m a value investor.
The idea of paying... See more
Andrew Wilkinsonx.com
the game-theory is insane on @ai16zdao right now, they have cemented themselves as the leader in the ai agent infrastructure niche
> the open source infrastructure has been forked 274 times (just this morning it was 265) and the aggregate market cap of ai agents that have launched is closing in on 300M +
>... See more
What a time to be a Solo GP.
Fed o3 a bunch of docs on a verycomplex business, had it do a whole bunch of double-checking against public sources on BOM, competitors, etc., and then bear-base-bull & recommendation on whether I should double down before the B + much more. https://t.co/ZKNU0eb97D
Updated AI Agents/Infra holdings (plus things I'm looking at + things I wish I had more of):
Note: obviously fast moving market. Things always subject to change. Don't just buy things because they're on my list. I have sub 100k entries on a lot of the big winners because I was early...it means my bags are large and when... See more
IcoBeast.eth🦇🔊x.com