Alex Matsenov

Fintech founder. Ex banker and VC. Physics and math guy.

[Alex Matsenov @amacenov]

If Muse/Grok/Dots is the new Google, what is new the Credit Karma?

Specialized data aggregation created whole new categories back in the day. I think specialized consumer intelligence will do the same.

[Alex Matsenov @amacenov]

I see2 architectures for agentic marketplaces:

1) a marketplace owner provides agents for both sellers and buyers

2) buyers and/or sellers bring their own agents to a marketplace that only enforces transaction rules.

Which one will proliferate more?

[Alex Matsenov @amacenov]

2 things for models to get much better at before they become a threat to math as a job: 1) come up with great math problems 2) reason directly in LEAN.

Will take a while, especially the first one - unclear if Hilbert-level genius can be encoded in the language.

[Alex Matsenov @amacenov]

Unclear from the article if anything interesting was done. Need to read the OP. https://t.co/VyEstpqxSU

[Alex Matsenov @amacenov]

$UPST stock outperforms $AFRM in the early after IPO innings. Could this be interpreted as markets less believing in POS loans than personal loans?

[Alex Matsenov @amacenov]

Is $AFRM merchant revenue unprofitable? Hard to tell from the reporting but why else would they offer traditional loans?

[Alex Matsenov @amacenov]

@theshein Would only work for really high profile startups IMHO, but they don’t need masses. And for the rest CH solves nothing - how would you fill the room with relevant audience?

[Alex Matsenov @amacenov]

I’m in the #First1000Updraft followers. @HeyUpdraft - can I get my invite? https://t.co/iYSVr9rpEm

[Alex Matsenov @amacenov]

@dhh and probably feeling great about it

[Alex Matsenov @amacenov]

@Suhail Have you met Walker from https://t.co/SLFhQ25nyv (YC W20)? He wants to stream everything from the cloud and has hardware for it. Maybe you guys can accelerate the adoption of Mighty together :)

[Alex Matsenov @amacenov]

@theshein That’s just denial and shooting in the foot on the landlords side. Most of the landlords I’ve heard about made 50%+ discounts

[Alex Matsenov @amacenov]

News on blockchain - something good out of covid nightmare https://t.co/mKTJJQzwz8

[Alex Matsenov @amacenov]

What are some other power law curves worth fattening the most after we're done with covid?

[Alex Matsenov @amacenov]

What is UberEats of the world response to help restaurants? Cause just canceling fees for a month won’t do it.

[Restaurant Tech @restauranttech]

Disruption Decade: Post Apocalypse For The Restaurant Business https://t.co/SjUFlH3ZjH

[Alex Matsenov @amacenov]

@AlfredBrattain @thefreebuilder Yep, it’s about an opportunity in general - finding passion, having mental, financial, skill set capacity etc. So many factors

[Alex Matsenov @amacenov]

@mhdempsey Shouldn’t be a generalization. Depending on the specifics there may or may not be a change in fundamentals to justify that.

[Alex Matsenov @amacenov]

Need to raise restauranteurs awareness about this. The industry lacks clarity on the ramifications of 3d-party delivery.

[Alex Matsenov @amacenov]

@NotionHQ @skllcrn @jcb +1 please :)

[Alex Matsenov @amacenov]

On Capital Formation, Smaller Companies, and IPOs https://t.co/OEnqLO8Wor via @a16z