Timo Dreger

financial journalist, ins. VC @genventurecap

[Timo Dreger @insurtechforum]

@ButoshiWushi documents, and accessibility is on web.

[Timo Dreger @insurtechforum]

@spaceman by space, your mission, into the internet, the cryptographic realm

[Timo Dreger @insurtechforum]

@spaceman @solana @joinrepublic @bitget tidal,

[Timo Dreger @insurtechforum]

@pmarca honestly quite a real problem.

[Timo Dreger @insurtechforum]

Example participant squeezed badly by the AAOI surge

[Timo Dreger @insurtechforum]

spaceman initiative.

[Timo Dreger @insurtechforum]

Supermicro is expanding its collaboration with SpaceX, xAI, Tesla and Intel under the Terafab initiative. Space is initiative, we all understand the outcome. Truthfully it all leads to finance.

[Timo Dreger @insurtechforum]

Note, Having defended support for two months, bitcoin is finally about to test a key resistance level around 73.5K.

A breakout here could sent it back to the 90K level

[Jon Lai @Tocelot]

Congrats @thejessezhang and team Decagon on a fresh $250M to bring personalized, proactive, 24/7 AI concierge to every customer out there! This team is cooking 🔥

[Scott Kupor @skupor]

OK - final call for Wed. The government will be open, but with a 1-hour delayed start time and with the option for unscheduled telework or unscheduled leave. We realize that many of you are dealing with highly different conditions depending on where you live. The DOTs understand that there is still work to be done in some residential areas, but are continuing to make progress. We encourage all employees to reach out to their managers to discuss a telework option as needed to ensure everyone's safety. The official notification will be posted on the @USOPM site shortly.

[a16z @a16z]

Forward-deployed job titles
By Tom Hollands

"New technology shifts the balance of power in the organization, and it’s always the ambitious young people who realize this first. This is where new titles can be a genuine indicator of people creating new jobs for themselves out of newfound leverage. A newly named job title has strong PMF for these kinds of people. If your company is an early mover on this, you own it: you define the entire job."

https://t.co/PTeXvGHr1D

[a16z @a16z]

Welcome Christian Keil to a16z's American Dynamism team.

Today he asks, “If you had just five minutes to tell a Founding Father about the last 250 years in America, what would you say?”

Read his answer: https://t.co/AU5YRBZfVZ

@pronounced_kyle

[a16z @a16z]

John Collison says agentic commerce will transform how consumers spend, shifting clunky keyword-based shopping to seamless in-chat experiences:

“It could be quite a democratizing force because you could lead to discovery of lesser known brands.”

“The product that you discovered directly within a back and forth with ChatGPT, you can then go convert directly there.”

@collision with @business

[a16z crypto @a16zcrypto]

“Privacy is the one feature that everyone agrees is critical for the world’s finance to move onchain.“

[Watcher.Guru @WatcherGuru]

BREAKING: Silver reaches new all-time high of $80

[Watcher.Guru @WatcherGuru]

JUST IN: Robinhood gives away $500,000 worth of Dogecoin $DOGE.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 S&P 500 closes above 6,909 for the first time in history.

[Anish Acharya @illscience]

I’ve been staring at our favorite chart lately and wondering if we can make a bottoms up case for making the expensive stuff cheaper (healthcare + education). And I don’t mean just sub-inflation growth in prices - I mean decreasing prices.

Anyways I tortured the gpt-5.2-pro model a bit with a few assumptions:

- widespread GLP1 usage’s direct and indirect impact on healthcare spend
- increasing student / administrator ratios in education
- AI driving significant gains in productivity for white collar work, with dramatic gains in areas that are purely administrative (phone calls, document processing, RCM etc)

And a constraint:
- assume all the market forces assumptions play out (ai / glp 1s etc) but the market structure changes won’t happen

So here is what you have to believe to get the very exciting new chart; the goals are 1.6%/yr price decline in healthcare and 1.8%/yr in education, compounded:

Healthcare gates
1.Admin automation must be deep: on the order of ~40%+ reduction in the effective admin-cost bucket (which is plausibly 25–40%+ of hospital cost).
2.GLP‑1–driven weight loss produces meaningful reductions in downstream spending (e.g., studies associate 10–15% BMI reductions with ~15–22% lower annual spending in relevant cohorts), and adoption is high amongst the costly populations.
3.Pass-through happens despite no site-neutral reform: i.e., competition/payer pressure forces these cost declines into lower negotiated prices rather than purely higher margins.

Education gates
1.The “support/admin” share (often ~35–50% in the Delta Cost function categories) must be cut by roughly 40–50% per student.
2.Instruction must see single‑digit to low‑double‑digit productivity gains without torpedoing outcomes.
3.Savings must translate to lower tuition, not just expanded services or cross-subsidies (this is where enrollment pressure and alternative credentials matter).

I’ll let you all decide how achievable you think this stuff is, but nothing seems outlandish …

Here is the ChatGPT conversation if you’re curious: https://t.co/yu8GmVPoAU

Here is the result if we do manage to stick the landing:

[Anish Acharya @illscience]

ChatGPT Apps are live, notes:

- The design guidelines want devs to focus on apps that “Know” (bring new data), “Do” (allow users to take new actions like call an Uber) or “Show” (new visualizations like maps)
- Incumbents must weigh disintermediation risk against a huge new source of traffic
- Startups will quickly test if they can build a large enterprise here - will the economic value captured by participants be more than the platform?
- Early signs like defaulting to external payments and deep links are promising; we want something closer to the Open Web vs the iOS App Store
- Under discussed: This has as many implications for enterprise SAAS as consumer software

[Anish Acharya @illscience]

When Apple launched the App Store in 2009 the TAM for a mobile app was 6M iPhones.

With the OpenAI launch of Apps SDK you can reach 900M ChatGPT users.

ChatGPT will be the AI app store. Start your engines..