Jake Kerr (jakerr.eth)

Forward Deployed Recruiter @tempo // prev Talent @Paradigm

[Jake Kerr (jakerr.eth) @JacobKerr17]

The talent pool in crypto feels perpetually thin.

There are only ~50-100 top people on the market at any given time -- and everyone is fighting for the same people.

In parallel, some of the best talent with experience in crypto has either (1) retired or (2) started their own company.

Meanwhile, the influx of new talent into the space is relatively low. We're starting to see it from payments/TradFi world, but these folks are learning crypto from 0 to 1 and it'll take a few months to ramp.

The net result: a very thin, competitive talent pool. Max pain.

Has been this way for 2-3 years and will continue unless we find a way to expand the pool and/or attract more folks from web2 tech.

[Simply Bitcoin @SimplyBitcoin]

Michael Puts Dunder Mifflin on a Bitcoin Standard

[Jake Kerr (jakerr.eth) @JacobKerr17]

My worlds are colliding 🤯

[E2B @e2b]

Your agents can now pay for E2B sandboxes with stablecoins on @tempo wallet.

The agent never holds the wallet’s key, and you can see every payment it makes.

In the demo, an agent pays for its own E2B sandbox and uses it as a remote machine.

Try it: https://t.co/tJMNYg9Qzt and get 5% off as part of the launch.

Shoutout to @privy_io for powering the wallet E2B uses to receive stablecoin payments.

[New Jersey Devils @NJDevils]

Jack Hughes in the clutch is inevitable.

[Brendan Ryan @brendan_j_ryan]

I | Introducing Patron - an experimental pay-per-read monetization model for content providers. Powered by @tempo

[Jake Kerr (jakerr.eth) @JacobKerr17]

@0xskittles It’s our time

[Jake Kerr (jakerr.eth) @JacobKerr17]

Devils are the hottest team in the league right now.

Imagine how much better we’ll get once Quinn joins 👀

[NHL @NHL]

JESPER BRATT 🔴⚫

He wins it for the @NJDevils in @Energizer overtime!

[Ani Narayan @anirudhnarayan]

1/ We’re launching credit on @tempo.

Businesses can borrow against their payments and receivables from a broad market of lenders, with pricing and terms that fit how they operate.

[Jake Kerr (jakerr.eth) @JacobKerr17]

@Dreiki10 @monad I see a @saquon in the round 👀

[Nous Research @NousResearch]

Thank you to everyone who traveled from across the world to NousCon 2026. We loved spending time with the people who make the Hermes community great.

As you all know, we released the Hermes Mobile beta at the event, and as anticipated it filled up quickly. We are working tirelessly to free up more room in the beta, and to get the app production ready for wider release. The feedback has been incredible so far, and we are excited to share it with the world soon.

In the meantime, please join the waitlist at https://t.co/Oszcqj0vfO

[Alfred Lin @Alfred_Lin]

https://t.co/lRI7AXhGCW

[Teknium 🪽 @Teknium]

Thanks everyone who came to NousCon!

"AI is a tool for liberation not domination"

Another epic speech by our CEO @dillonrolnick kicked off the night.

[Jordan @justmazer]

i'm hiring a product engineer on the @speedrun talent team 👀

when we started speedrun we set out to build a talent community.

so far...

~200K talent signups
~250K unique visitors/month on our job boards
>100K subscribers on job hunting sux, our newsletter
hundreds of hires for founders (and jobs for job seekers!)
hundreds of millions of impressions
tens of millions of job applies driven

we've built all sorts of tools - a job board, a founder sourcing bot, our own budding ATS, a job searching MCP...

I desperately need a REAL BUILDER to take this to the next level

the kind of stuff that inspires us: career-ops, Tsenta, Jack & Jill, Juicebox, Paraform... and gstack (even though it has nothing to do with hiring)

we're open to all manner of background, and happy to hire students on a coop etc - this is a full time, contract position and will be based in SF

apply here: https://t.co/2e0tQvDPmc

(ps recruiting experience is not preferred, but job searching experience is!)

(pps contract role, students + co-ops welcome)

[Tarek Mansour @mansourtarek_]

Kalshi just raised an additional $1B, valuing the company at $40B. This will help us expand into stocks, compute, indices, and institutional.

Tomorrow marks 8 years since we got accepted into YC and the journey began.

The odds of a kid from Lebanon getting here were pretty low.

Growing up there was great, but very challenging. We went through war. We had bombs explode in front of my house. I watched brilliant people’s lives destroyed for reasons beyond their control.

Lebanon is an unpredictable country. That unpredictability made it hard to plan for success. And yet despite it all, my mom sacrificed everything to give me and my brother the chance to go back to the US.

I found my refuge in two things: anime and math. Especially math.

I loved math because it calmed me. It was the opposite of unpredictable: clear, deterministic, orderly, and consistent. The proof is either right or wrong. I find that elegant and beautiful.

I was lucky.

I made it to my dream school, MIT (largely thanks to my mom), and my love for math quickly translated to a love for statistics, probability, and markets.

I love markets for a lot of the same reasons. Their incentives are clear: you get rewarded for being right and for pursuing knowledge. They are effective weighting machines for people’s opinions. They provide an incentive to be truthful, because they separate good information from bad information. They let people challenge the consensus and be rewarded for being right.

IMO, Hayek, Surowiecki, Hanson, Tetlock were the founding fathers of prediction markets. The more I read them, the more obsessed I got with the idea of applying market-based pricing to more things.

Markets bring rigor and critical thinking to more questions. And in an increasingly polarized and information-positioned word, I believe we need that more than ever.

Markets would also let people predict and manage more things outside of their control. And the world was becoming increasingly more unpredictable, and more like Lebanon, not less.

That love for markets got Luana and me to build Kalshi.

At first, it was mostly an idea we couldn’t stop talking about. We didn’t have much money. Luana’s sister bought the Kalshi domain name for us (for ~$1.7k). We moved to SF to get started, and embarked on a long, uncertain journey to build a regulated exchange.

The paranoia and anxiety from my childhood never left me. Even when things are going well, I think about what could go wrong. When people trust you with their money, that instinct serves a purpose.

I wanted us to build something that would hold up under pressure.

The first principle we defined at the company: regulatory-first. We worked with regulators for years before we listed a single market. We took every step to do things the right way and always asked for approval before proceeding. It was very hard at times, especially when we were being overtaken by competitors, but we believe doing things the right way matters.

Luana and I aren’t the only ones.

Our team put years of their lives into something far from certain. That’s especially true of Lior, Brandon, Rainer, Luis, Xavier, and Josef, who stuck with us for years. They believed when there was little to point to. And they stuck with us no matter how long it took. Kalshi is the result of an arduous journey through a long desert where, at times, most people didn’t understand why we were making the walk.

Many people still don’t understand what we’re doing and some disagree with us. Markets have historically taken time to be understood and accepted by some. But while not always obvious, their benefits are vast: capital markets help allocate capital and derivative markets help predict and manage uncertainty.

I firmly believe in these benefits, and that’s why I am dedicating my life to building this market.

Markets have caused issues many times in the past, and they certainly can present harms (manipulation, insiders, and addictive behaviors). These harms are more acute for certain types of markets (sports, short-term options, etc.) than others. It’s why I believe that guardrails need to exist and why we have taken the approach we have taken. We have consistently prioritized thinking critically about the risks and building the appropriate safeguards, sometimes beyond what the regulators require us to do. Many believe more needs to be done, and that’s a conversation I welcome.

Over time, I believe more people will see what we see: markets can help us get smarter and manage the future with more rigor, more precision, and more certainty than we have today.

To our tens of millions of users: you have made Kalshi bigger than anything Luana and I could have possibly imagined. Thank you for trusting us and thank you for coming along on the journey. I feel a strong responsibility to build a company worthy of that trust.

I am so lucky to spend my life building something I love. I hope everyone finds something they care about that much. Something that keeps you curious. Something that pushes you to your limits. Something that may put you at odds with the status quo. Something worth the hard days.

For me, it’s still markets. The more I learn, the more I want to understand.

[Tommy @Shaughnessy119]

Great job @dillonrolnick + @NousResearch

[Jake Kerr (jakerr.eth) @JacobKerr17]

Today is the day

[Nous Research @NousResearch]

Happy NousCon day to all who observe

[danning @sui414]

Given how divided this vote is - I'm hosting a debate next Monday, on a slightly more refined motion that "There won't ever be a liquid market for compute"

featuring @stevehou on the opposition 🆚 a [UNNAMED DEBATER] who claims that -

"compute companies are scams anyway"

Oxford style 2v2, suit and tie required!
DM me if you want to contribute to a 2mins floor speech and participate in the debate!

[Hector @hectorserrranoo]

content is the best way to attract top talent and build culture at scale

[Nemil Dalal @nemild]

At @ycombinator, we're excited to fund more crypto startups solving financial needs including AI capital raising, stablecoins, trading, and agents.

Here's our latest crypto request for startups. Our next application deadline is Monday.

[Stripe Crypto @StripeCrypto]

Stripe Crypto brings together everything needed to enable agentic commerce.

From stablecoins on @tempo to secure non-custodial wallets powered by @privy_io, here's what's powering Link balance for AI agents, starting with @instinct. https://t.co/yn07R9uE1F

[Tommy @Shaughnessy119]

New Delphi Podcast with Tarun Chitra (@tarunchitra), founder of Gauntlet and managing partner at Robot Ventures

Robot just led the $90M round in @NousResearch. Tarun spent three to four months on diligence, from OpenRouter data to GitHub forks, before backing Nous and Hermes Agent

We get into why crypto's first run at AI went wrong, why the crypto people who dropped the token won, why OpenClaw is the worst developer experience he's used, and why Hermes is closer to Ubuntu than to Android

He also found Chinese robot makers building on Hermes, and some inference providers gaming cache pricing

His market structure take: all the money goes to the top and the bottom. Harnesses on top, inference underneath. Hermes is like investing in Phantom or FOMO

00:00 Intro
06:34 Robot Leads Nous's $90M Round
09:37 Crypto AI Was Meme Coins With More Steps
14:40 Why Nous Stood Out Early
28:14 Hermes vs OpenClaw
35:39 The End of AI Lock-In
46:33 The Ubuntu of AI
56:17 Microsoft and Nvidia Join the Round
59:42 OpenRouter Is a DEX for AI
1:07:02 All the Money Goes to the Top

Disc. Delphi Ventures co-led the seed of Nous Research and invested again in the Series A and B

Full episode