Dante

Working in Tech & building my 2nd FinTech | ex- @Deloitte

[Dante @danteathompson]

@boardyai building Summr, a systematic quant fund using AI to trade public markets. would love to get Boardy Pro

[Alex Shan @alexshander03]

We’re launching @JudgmentLabs today and announcing $32M in funding.

As AI agents take on more of the work that creates economic value, they generate massive amounts of production data: the clearest record of how they behave with users, software, and the real world.

Judgment builds infrastructure for improving AI agents from production data.

[@jason @Jason]

We're hiring four recent graduates (or folks looking to make a career change) for the world's best VC training program.

Tuition: $0

You'll work 60 hours a week, get paid what you would have spent on your MBA tuition and learn more than you can imagine -- unless you quit because you can't handle the pace.

You start as a researcher
Then you become an analyst
... and 1.5 in three make it to associate

You need to:

1. Be a learning machine
2. Have high executive function
3. Be extremely focused and curious
4. Be able to work 12 hours a day for our founders

We accept < 1% of applicants, we don't care about how fancy your degree is, we love folks from @UTAustin, and we love folks with a chip on their shoulders

Four slots, program starts in May/June... email a cover letter on why you want to be a venture capitalist, what skills you currently have and give us some examples of your work ethic...

... because 80% of VCs are lazy AF, and you can beat them by simply showing up for work and doing 10-12 hours a day and checking your email on the weekends.

Not kidding... these VCs are all calling in rich and skiing in Japan. They don't really do much work.

[email protected]

[ samurai/jedi only ]

[Dante @danteathompson]

@nkreu113r @chamath Flush this thought out - this sounds probable at a high level but doesn’t make sense how it would work even using the same example above

[Vaishnavi @_vmlops]

AI-ML Roadmap from scratch
https://t.co/Q1MVQE0Ibx

[Gregory Blotnick @gregoryblotnick]

https://t.co/KSrFR8z0cA

[Piotr Pomorski @PtrPomorski]

Sign of our times

[Dante @danteathompson]

@zobeir Would love to test this out

[Dante @danteathompson]

To whoever thought making the weekend markets more liquid. We have issues.

[Dante @danteathompson]

US markets trading like meme stocks and investors are still asking for controlled environment returns 😂

[Dante @danteathompson]

@patriciawexler @chamath Both pov aren’t mutually exclusive

[Kuppy @hkuppy]

Typical Day as a Hedge Fund PM

6:00 - Wake up, check what Trump tariffed overnight. Cambodia up +200%, Paraguay -3% (they said thanks).

6:05 - Brew some coffee.

6:10 - Trump tweets that the laws are rigged, since he cannot tariff Arizona. Mentally scroll the portfolio for exposure…

6:15 - Check what happened in Asia and Europe.

6:22 - Trump announces that hot dogs will join the food pyramid. Bans hot dog exports. Fortunately our book dodged that one.

6:30 - Drink some coffee, talk to wife, pray Trump will spend the morning golfing so I can do some actual work….

6:31 - Trump announces that oil at $65 is too high. Threatens anyone who isn’t producing more oil.

6:32 - Top 5 position announces earnings, want to join the earnings call at 7am, but Trump just scheduled a press conference then, and he’s looking unpredictable.

7:02 - Trump announces that Japan can now export golf balls tariff-free, in honor of Abe letting him cheat at golf. Join the earnings call instead.

7:06 - Futures plunge 65 handles in a single tick, frantically leave the earnings call and go back to whatever Trump is still yapping about in his press conference.

7:10 - Scroll through premarket quotes. $NVDA and $PLTR are both up 5% b/c it’s a day ending in ‘Y’ but SPZ are now down 80 handles.

7:15 - Trump changed his mind and SPZ are now up 25 handles as everyone rushes to cover their short. (I re-join the earnings call)

7:30 - Some broker I’ve never heard of just downgraded a top 5 position and it’s down 15% on 300 shares traded. I’m pretty confident it will close around there too. (I crack open a beer as I skim his downgrade report, realizing that nothing productive will happen today…😩😩)

8:00 - An LP calls to remind me of some
ShitCoin he recommended that’s now up 1800% since he recommended it.

8:09 - 10-yr bonds gap down 17 bps, but all I can find is a tweet from Bessent about how great Main Street is doing.

8:15 - Some sell side asshole cold-calls me to see if I want a copy of his upgrade report on the AI sector. Tells me that “it’s going to be big and you don’t want to miss it.”

8:20 - Check my email, do 10 minutes of actual work.

8:30 - Trump threatens Brazil, I realize our BZ exposure is gonna get thumped on the open. (Crack open a 2nd beer)

8:33 - Reminisce about how productive I was, since Biden wouldn’t even wake up until noon.

8:40 - Chat with my CFO for 19 mins about some new compliance form we need to file.

8:59 - Trump Tweets about how stupid Powell is. Futures are back down 30 handles.

9:04 - Join a call 4 mins late with an endowment that wants an update, but 100% will never invest. “BTW - we need you to update the DDQ as we’ve changed our format” 😡😡

9:29 - Casino is opening. Let’s see what happens.

9:32 - I’m bored. Go back to reading emails. Turns out the govt created another new form we ALSO need to fill out…

10:00 - We’re actually up 50bps.

10:03 - Now down 175bps. Trump just threatened to bomb Europe.

10:06 - Tweets he was just joking about Europe. But those guys need to get their shit together bc he might still bomb them.

10:08 - Ready for bourbon. Beer won’t cut it…

10:30 - EIA oil inventory shows yet another massive draw. Oil drops 5% anyway.

10:40 - Don Jr’s latest SPAC rallies 300% on rumors it may launch a new ShitCoin

10:45 - Friend calls to cry about how cheap all his names are. We both agree we were idiots to invest in businesses with earnings.

11:22 - Trump reminds everyone about how much Putin likes him.

11:40 - Realize I’m now too tweaked to sit in the office. Turn off the machines and go get lunch with a friend who’s also gonna bitch about how stupid markets have become.

12:05 - Hostess at restaurant pitches me some ShitCoin. Claims she’s up a few million on it

12:07 - Friend starts bitching about how stupid it is to be an investor under Trump, and how we all made money under Biden. I agree with him, but we both agree it would be even stupider under Kamala…😩😩

[Dante @danteathompson]

@omooretweets @a16z @PerplexityComet @juliusai @HappenstanceAI @meetgranola @gammaapp @WillowVoiceAI @Superhuman @Overlap_AI @krea_ai Why do you still use Superhuman?

[Dante @danteathompson]

This market selloff today is showing that the U.S. equity and bond markets are treated more like meme stocks or alt coins with no underlying value

[CoinDesk @CoinDesk]

BULLISH: 🚨 Justin Sun and TRON rang the bell at Nasdaq this morning.

Crypto is coming to Wall Street 🦾

[Dante @danteathompson]

@MenthorQpro Market already swayed too much. Damage has been done from NYT

[Dante @danteathompson]

@maxwiethe @PivotalPath 100% agree. Will say it’s hard from a rationale perspective to say an Ocean Quant firm is similar to Citadel or TwoSigma

[Dante @danteathompson]

Hi everyone! Would really appreciate if you can follow one of my portcos.

We're bringing scientific research to the Agentic age.

[Mavn Institute @mavninstitute]

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[Dante @danteathompson]

@FT @chamath @DavidSacks group bid for LP?