Arthur H.

🇨🇦 student founder @ BlockchainLab | consulting @McKinsey | prev. investing @r13vc (DAF/GE) | fellow @ripplexfellow & @contrary| brb… learning about tech & VC

[Arthur H. @a31zh]

@SahilBloom Well said

[Arthur H. @a31zh]

@ariellelok Welcome back!

[GREG ISENBERG @gregisenberg]

This chart is nuts. Software developer jobs down 70% from peak.

People will blame the end of free money. But something way more interesting is happening.

The middle class engineer is dying. And it's dying because they're not needed anymore.

One good dev with Github Copilot ships what entire teams did five years ago. Microsoft just reported the highest revenue per employee in history.

The "entry-level engineer" doesn't exist anymore.

Instead, we have product builders who happen to code. Armed with AI, they ship entire products in days.

Meanwhile, the truly elite engineers are making more money than ever.

And they've shifted to working mostly on frontier tech. I mean the stuff that's really hard.

AGI at OpenAI.
Designing rockets at SpaceX.
Self-driving car tech at Tesla.

Product builders are becoming solopreneurs and creators Frontier engineers are making hedge fund money

In 2025, "software engineer" doesn't mean what it meant in 2020.

And that's what this chart really shows.

The middle is gone. The top is elite status. And everyone else is becoming a builder.

[Arthur H. @a31zh]

Is it concerning that Trump is publicly planning annexing countries and territories and we’re just… you know, chill wit it?

[Arthur H. @a31zh]

“Happy Friday” might be the most low key corporate jargon

[Arthur H. @a31zh]

@MollySOShea Love them, very interested :)

[Arthur H. @a31zh]

@gregisenberg The age of Sci-fi is really starting

[Arthur H. @a31zh]

@katiekola_smile @ripple_ventures @cansbridgefwshp @tryvault @Microsoft Super cool stuff, looking forward to it

[Anna Matson @AnnaRMatson]

Here we go. Here is a thread of all of President Trump’s Executive Orders he signed on his first day.

Tell me your favorite at the end!

👇

[Arthur H. @a31zh]

@gregisenberg I’ve found often larger companies like Amazon and Netflix are often way harder to cancel than startups

[Arthur H. @a31zh]

Navigating your early 20s is like opening up a menu at a Chinese restaurant

immediately overwhelmed by the hundreds of choices and debating whether you should try the weird-sounding dish on page #22 or just stick to ordering General Tso’s chicken

[John LeFevre @JohnLeFevre]

I'm not sure people understand how important this is:

Goldman Sachs CEO says that AI can draft 95% of an IPO prospectus “in minutes.”

White collar jobs will go first.... and fast.

[Arthur H. @a31zh]

On a mission to catch at least 20 of the next sunrises in Toronto

Here’s 1/30

[Arthur H. @a31zh]

I am starting a newsletter focused on startup deep dives!

It will have IC-memo depth but with a casual and fun tone

First article is live! The featured startup is @Whatnot, an e-commerce platform focused on live shopping.

Check it out on my substack: https://t.co/ZXkHXzfPxX

[Arthur H. @a31zh]

@SahilBloom Pick a fruit from “both” box. If it’s 🍎, then “apple” box must be 🍊, and “orange” box must be both

If it’s 🍊, then “orange” box must be 🍎, and “apple” box must be both

[Arthur H. @a31zh]

Perplexity free version > GPT-4o Pro

[Arthur H. @a31zh]

Going to SF June 2-3, would love to connect with any founders or VCs! Very curious about moving down to California

[Arthur H. @a31zh]

Bear:
- AI draining talent and dollars away from crypto
- Lack of exciting crypto-adjacent projects like previous cycles (e.g. DeFi, NFTs)
- FED rates and inflation remain high, discouraging retail spending

[Arthur H. @a31zh]

Here’s a list of current bull & bear cases for crypto

Which one(s) do you believe?

(1/3)

#crypto #investing

[Arthur H. @a31zh]

Bull:
- Further institutional adoption / approval of other crypto assets following BTC ETF
- Bitcoin halving event just occurred, price will follow historical patterns
- Murmurs about emergence of promising AI x Crypto projects