Forestrat

Scaling portfolios, not complexity

[Forestrat @ForestratAI]

OpenRouter got it right: one API for every model.

We run AI agents for financial firms, so we wanted that without a third party seeing every prompt.

So we built fs-router. It runs in our cloud, keeps provider keys in the vault, and traces every call. https://t.co/phf0wPZv81

[Forestrat @ForestratAI]

One screen. Kalshi + Polymarket + Reddit. Live midterm odds, reconciled.

Shipped in 4 hours on Finsight.

→ https://t.co/9SrBAUdppa

Built with → https://t.co/urrbtILdG4

[Forestrat @ForestratAI]

Stolen credentials are ordinary. Where they can reach is the part you control.

What the PingCAP breach teaches about securing agentic AI 👇 https://t.co/1JLdsV1Arx

[Forestrat @ForestratAI]

@gokulr @sageox Interesting… we built our own knowledge graph and a central sink for all trading related incidents ,pre trade data ingestion to post trade recon breaks and everything in between, for the same reason, so ops folks can get the full picture. Will tinker around!

[Forestrat @ForestratAI]

@gokulr @mignano @HarryStebbings @20Vc Excellent summary, owning the experience and expertise is the real moat now, esp when not all the complex problems are documented sufficiently…

[Forestrat @ForestratAI]

@gokulr @mignano @HarryStebbings @20Vc Excellent summary, owning the experience and expertise is the real moat now, esp when not all the complex problems are documented sufficiently…

[Forestrat @ForestratAI]

@chamath Why not change the POW to be inference based?

[Forestrat @ForestratAI]

We are betting on the prospect if creating custom AI based solutions finetuned to the customer, and it’s going the right way!

[Luke Pierce @lukepierceops]

Starbucks spends $400 million a year on software. Yesterday they announced they're moving off IBM and Microsoft to build their own custom systems in-house.

IBM dropped 3% and Salesforce dropped 4% on the news.

And honestly this is, unequivocally, the biggest signal I've seen since OpenAI and Anthropic launched their consulting arms back in Q1. The largest companies in the world are done paying for software that half fits how they work.

We saw this coming about a year ago. Moved everything we build off Airtable and low-code tools and went fully custom. Already paying off, and it's only going to compound from here.

This is the opportunity right now.

You get all of a company's data into one system. You build out a single operating system for the entire business. You cut out bad, redundant processes. Then you layer AI on top of it, under the correct processes.

That's the core of AI consulting. Helping companies actually operate better.

There are a lot of fly-by-night offerings circulating right now when it comes to Ai Services.

For example, 'second brains'.

Throwing scattered data into a second brain while the processes underneath stay broken does nothing. The companies who will absolutely destroy their competition over the next 5 years are rebuilding how they work from the ground up.

Starbucks is showing you what other companies will be doing over the next several years.

Your job is to position yourself to facilitate that process for as many companies as you can.

[Satya Nadella @satyanadella]

https://t.co/xv6csf1SbV

[Forestrat @ForestratAI]

Great article! Loved the part about keeping your edge and getting the big labs to do the mundane… that’s exactly what we do at https://t.co/3oMIEy19Ki

https://t.co/NSXyX9oLv6

[Jaya Gupta @JayaGup10]

https://t.co/XbAf6uKv0B

[Forestrat @ForestratAI]

Own your company, don't pay rent to Antropic or OpenAI just to have them replicate your workflows!

[Forestrat @ForestratAI]

@DavidSacks 100% ... this is why at Forestrat we focus more on the harness and less on the model, preferring open source...

[Forestrat @ForestratAI]

6/ Prototyping cost is now nearly zero → explosion of “AI slop companies.” Most can’t answer:
• What problem am I solving, for whom, and why would they pay?
• Why are we the best solution right now? Incredible energy in NYC — SFO-level enthusiasm! 🔥 #AIStartups #VerticalAI #VentureCapital #TechWeek #NYC #noAI #writtenbyhuman

[Forestrat @ForestratAI]

Spent the past week in NYC for a16z TECH WEEK as both a startup founder and an LP/angel. Here are my thoughts: 🧵

[Forestrat @ForestratAI]

5/ Huge thanks to Raju from RRE Ventures — his one 30-minute session saved me 6-12 developer months. Grateful.

[Forestrat @ForestratAI]

@AnandForestrat and Jacob Kaippallimalil Presenting https://t.co/h6hjlPoRkF at Plug and Play Fintech stage with . Wonderful gathering of the best and brightest in fintech startup space, thrilled to connect with other attendees.