Yaniv Feldman

🚀 Tech & Crypto | Ex-Geektime Co-Founder | Ex-OneAlpha CEO | Angel Investor | Husband & Dad +3 | Bitcoin & Crypto Economist | Startup & Crypto Insights

[Yaniv Feldman @yanivf]

@bcherny Are you using the a5c Babysitter?

[Yaniv Feldman @yanivf]

@this_is_tasnim How is it compared to mempalace?

[ערוץ 10 - ערוץ הכלכלה של ישראל @tv10israel]

איפה באמת נמצא הכסף הגדול במהפכת ה-AI - בתוכנה או דווקא בחומרה? | יניב פלדמן, שותף בקרן Flag Capital
@yanivf
#בוקר_כלכלי

[Shimon Shvartsbroit @Shvartsbroit]

Replit ($9B), Vibecode (raised $10M) and Rork ($2.8M) just got slapped by Apple.

I'm a solo founder in Tel Aviv.

My app is live, serving professionals who are generating native iOS apps.

The difference isn't money. It's architecture. 🧵

[Yaniv Feldman @yanivf]

@orslimy @ShaharTzafrir במילים אחרות, סטארטאפ שעושה את העבודה של ה VC? 😜

[Mo @atmoio]

I was a 10x engineer. Now I'm useless.

[Yaniv Feldman @yanivf]

Commodities syncing up is legit. gold/silver/oil ripping does scream late-cycle vibes, history kinda backs it (2000, 2007 peaks before the pain). Respect the macro call.
But bro... that 'only one publicly calling BTC exact $16k bottom in 2022 and $126k top in 2025' flex? Even Grok went full detective mode and came back with crickets—no receipts found.
Were those DM calls or just vibes in the telegram group chat which I also searched?

Still turning notifs on for the drama. What's next, Shanghai Stock Exchange insider drop? Spill the tea

[Yaniv Feldman @yanivf]

@moranbar אני באאאאאאא

[Yaniv Feldman @yanivf]

@realDonaldTrump https://t.co/x0qejfbQAQ

[AntSeed @AntSeed]

What do you need AI for? First look at AntStation.

[Yaniv Feldman @yanivf]

@affaan This is awesome. But The babysitter does all of this for you with code processes so the outcome is deterministic and not LLM-based probablistic so it actually works in the end.

[Yaniv Feldman @yanivf]

@jrichlive @Timccopeland @LONGCONVEXITY @grok what does this graph mean? Is it just crypto investing?

[Yaniv Feldman @yanivf]

@jakesaper 10/
Founders, here’s the uncomfortable test:
If tomorrow your main users are AI agents,
Does your network effect:
A) collapse
B) stay flat
C) accelerate
Answer honestly.
That’s your real moat.

[Yaniv Feldman @yanivf]

Network effects.

Everyone throws the term around like confetti.
But AI just walked into the party and started asking uncomfortable questions.

Here’s the one that matters:
Does your network effect survive when the user is a machine?

Thread 👇

[Yaniv Feldman @yanivf]

@jakesaper 9/
The pattern is simple:
If your network effect depends on humans being present in a UI,
you’re exposed.
If it depends on accumulated data, identity, or trust,
AI may actually make you stronger.