Felix

former founder ceo @ sote . former👨🏽‍✈️

[Josh Dubow @JoshDubowAP]

Biggest margin of victory in shot-clock era for team that trailed by 20+ points at end of 1st quarter:
Warriors 112-95 vs Lakers, tonight (down 23)
Warriors 124-110 vs Bulls, 3/4/1976 (down 23)
Timberwolves 131-118 vs Pacers, 12/21/2007 (down 20)

[One Blood 🇬🇭 🇺🇸 @Tipster_Blood]

I bought Femi Otedola's book, How to Become a Billionaire.
The moment I read the first sentence of Chapter 1 and realized he started his life in London, I just closed the book.

[Ann Miura-Ko 🦖 @annimaniac]

https://t.co/H6bH9wnFay

[Poghie Ndonga @poghie_esquire]

"If you have a city and it has a marathon, we have won that marathon!" 😂😂😂😂😂😂

[Aaron Levie @levie]

Huge misunderstanding by everyone why companies buy software. Companies don’t want every employee doing every workflow from scratch on their own for every use case. At some point what you’re outsourcing is the ability to not have to think about the business process, and instead let the software provider think about it. Agents don’t change that, and probably if anything exhibit that dynamic even more.

[Dr. C @chao_mbogho]

I think we give AI too much credit & power. Everything AI can do was designed and programmed by the human brain.

What AI does is offer possibilities & freeing up time we can engage our brain for more interesting work.

I see AI as a possibility tool rather than a doomsday one.

[scott belsky @scottbelsky]

perhaps you're a conductor of a symphony, but your music is only as good as the instruments + musicians. you'll spend your time composing (or sourcing music) / coordinating / conducting, and determining when and what to improve and tune along the way...

[Anish Moonka @anishmoonka]

Credit where it's due: Accenture booked $5.9 billion in AI projects last year. Nearly double the year before.

This joke only works if Accenture is a code shop (It's not). Accenture pulls in $70 billion a year. Half of that ($34.6B) is managed services, where they run entire business operations for other companies: payroll, HR, supply chains, security, compliance, all of it, across 120 countries. The consulting half is mostly strategy and organizational overhauls for 9,000 clients, not writing code.

The irony: every time a company wants to deploy AI tools internally, they call Accenture. Someone has to figure out which workflows to automate, retrain thousands of people, restructure processes, migrate data, and bolt AI into enterprise systems built decades ago. That's exactly what Accenture sells.

And it's working. Accenture's AI revenue tripled to $2.7 billion in fiscal 2025. They've run 11,000 AI projects across 1,300 clients since 2023, totaling $11.5 billion in AI bookings. Last quarter, they booked another $2.2 billion in AI work alone, with AI revenue up 120% year over year. Total quarterly bookings hit a record $20.9 billion, with 33 clients each signing $100M+ deals in a single quarter.

They did cut about 11,000 employees who couldn't be retrained for AI. But they grew their AI workforce from 40,000 to 77,000 in two years and trained 550,000 employees on gen AI basics. Their CEO said AI is now so embedded in everything they do, they're going to stop reporting it as a separate number.

The real risk to Accenture is that AI makes its own consultants so productive that clients stop paying for hours and start paying for outcomes. Revenue per employee sits at ~$89K/year, suggesting that much of their workforce performs the kind of process execution and staff augmentation that AI genuinely compresses. Their stock is down 33% from its 52-week high, even after beating earnings, because Wall Street sees the same math.

A 24-year-old with Claude Code can ship an app over a weekend. Accenture charges Fortune 500 companies to rewire how they operate across 52 countries. Those are different jobs. AI tools are making Accenture's phone ring more right now, but the margin pressure from those same tools is the real story to watch.

[Ty Ngachira @anto_ty]

Robert is what happens when a man peaks in conquest but has no appetite for governance. His archetype is built for pursuit, not stewardship.

Once the war ended, so did his purpose. He is written to show that seizing power and sustaining it require entirely different people

[Sweep @0xSweep]

This $200M bank is backed by Parmesan Cheese and is lending people money for cheese

In Northern Italy, Credito Emiliano treats cheese like gold

The bank currently holds 430,000 wheels of Parmesan worth about $200 million

Real Parmesan takes two to three years to get ready

This leaves farmers with millions of dollars in premature products they can’t sell, while still needing to pay for cows, bills, and workers

By using young cheese as security for a loan, farmers get cash immediately

The bank provides up to 80% of the value upfront so these businesses stay running

While the loan is active, the cheese stays in high tech vaults where experts look after it

If a farmer can't pay, the bank simply sells the aged cheese for a profit

[Kweyah (Anti Donnarumma) @kweyahh]

One of the best feelings in music is recognizing a sample

[Sky Sports Darts @SkySportsDarts]

David Munyua bringing the vibes to Ally Pally 🕺

[Tanay Jaipuria @tanayj]

At scale, all AI products converge. It's context management, tool execution, workflow, evals/feedback, and governance all the way down.

[Wiza Jalakasi @wizaj]

Note for my future LPs

[Samora Kariuki @SamoraKariuki]

I think my podcast is slowly becoming the home of the best Fintech conversations in Africa. Did one with Ola of Verto and the insights from it are top-notch

[Benjamin Fernandes 🇹🇿 @Benji_Fernandes]

12 months ago today.

[Samora Kariuki @SamoraKariuki]

Neobanks are not coming for JPMorgan.
They’re coming for Stanbic IBTC.
They’re coming for Fidelity Bank.
They’re coming for the middle.
Let’s talk about how the barbell economy is reshaping banking. 👇

[Tunde Onakoya @Tunde_OD]

Ferdinand wins the Young genius award for an outstanding performance. The award was presented by American Actor and Walking Dead star- Khary Payton

From Makoko to the world. It is indeed possible to do great things from a small place.

[Chris Yin @chriseyin]

PLUME IS FOR THE PEOPLE

[Jhay Flanagan @jhayflanagan]

Entropy is a fundamental concept in several fields, including physics, information theory, and thermodynamics. Here's a breakdown of how entropy is understood in these contexts:

### Thermodynamics:
- **Definition**: Entropy is often described as a measure of the disorder or randomness of a system. In more precise terms, it quantifies the number of specific ways in which a system can be arranged, given a fixed amount of energy.
- **Second Law of Thermodynamics**: This law states that the total entropy of an isolated system can never decrease over time, it either increases or remains constant. This leads to the concept that natural processes tend towards states of higher entropy or disorder.
- **Formula**: In thermodynamics, entropy \( S \) can be defined as:
\[
\Delta S = \frac{Q_{rev}}{T}
\]
where:
- \( \Delta S \) is the change in entropy,
- \( Q_{rev} \) is the heat added to the system in a reversible process,
- \( T \) is the absolute temperature.

### Statistical Mechanics:
- Here, entropy is related to the number of microstates corresponding to a system's macrostate:
\[
S = k_B \ln W
\]
where:
- \( k_B \) is Boltzmann's constant,
- \( W \) is the number of microstates.

### Information Theory:
- **Definition**: Entropy measures the unpredictability of information content. In this context, high entropy indicates a high level of randomness or unpredictability in the information source.
- **Formula**: Shannon entropy for a discrete random variable is given by:
\[
H(X) = -\sum_{i} P(x_i) \log_b P(x_i)
\]
where:
- \( H(X) \) is the entropy,
- \( P(x_i) \) is the probability of occurrence of symbol \( x_i \),
- \( b \) is the base of the logarithm used, which determines the unit of entropy (e.g., bits for base 2, nats for base e).

### Common Implications:
- **Direction of Time**: The concept of entropy increasing explains why we perceive the arrow of time; processes move towards higher entropy states.
- **Irreversibility**: Many natural processes are irreversible because they increase the total entropy of the universe.
- **Energy Dispersal**: Entropy can also be thought of as a measure of energy dispersal at a specific temperature.

Entropy, therefore, plays a crucial role in understanding both physical systems and the transmission of information, reflecting the intrinsic tendency of systems to evolve towards equilibrium or maximum disorder unless acted upon by external work or information.