Mourad Mesrour

buidling @gsr_io

[Mourad Mesrour @freakyfractal]

Niki and Chris learn how to play together https://t.co/RQt9xOOQvR via @YouTube

[Mourad Mesrour @freakyfractal]

@Wise when AI connectors?

[Michael Pettis @michaelxpettis]

For my friends in China, especially in Guangdong, something good seems to be happening in music down south. Most of my music focus in recent years has been on supporting experimental and improv music in Beijing, and so I don't pay much attention to the rest of the country, but I keep hearing rumors of very cool music scenes developing in Guangdong, with Shenzhen being perhaps more cerebral and aggressive and Guangzhou more interested in underground rock.

Last night I was invited to see two of the Guangzhou bands perform at Omni, in Beijing, and I was really impressed, especially with the opening band 红发少年杀人事件 (Hóng Fā Shàonián Shārén Shìjiàn, or The Case of the Red-Haired Youth's Murder), but also by the headliners 鼠鼠鼠 (Shǔ Shǔ Shǔ, or Rat Rat Rat). You can get a sense of their influences when I note that the guys in Red-Haired Youth told me twice that one of their guitars had come from Sonic Youth's Lee Ranaldo, and that this was their most prized possession.

Not only were their performances really good, but their connection with the audiences suggested that there is a really tight scene developing. Omni was packed, and the audience was young, some dressed very weirdly and others looking like typical college students. They seemed to know most of the songs and were totally committed to the bands. This is how very healthy scenes develop.

There were also a number of well-known indie musicians at the show, including Carsick Cars' Zhang Shouwang and Birdstriking's He Fan. It is always a very good sign when the supercool, better-known musicians show up. That usually means that they are both supporting new music and keeping an eye on the potential competition.

I don't often visit Guangdong, unfortunately, but for those of my friends who live there, and who are interested in watching the development of China's musical underground, keep an eye on these and other bands that make up that scene. They are well worth the trouble.

[moon @MoonOverlord]

Hi im Michael Saylor welcome to Jackass

[Mourad Mesrour @freakyfractal]

i do appreciate the Paid Partnerships tagging...

[vittorio @IterIntellectus]

prediction market haters will act like this isn't the best ad a company has aired in years

masterpiece

[Mourad Mesrour @freakyfractal]

Rent the intelligence, but own the context.

[Ashwin Gopinath @ashwingop]

Claude Tag is a Trojan horse.  Not because Anthropic is doing anything evil. Because the incentives are obvious.

Day one, this looks like a great feature: tag Claude in Slack, let it follow the thread, remember context, connect to tools, break down tasks, chase work, and act like a teammate.

But that is exactly the problem. The moment your AI vendor becomes a shared coworker, it stops being just a model provider. It starts becoming the place where work is interpreted, remembered, routed, and eventually executed.

That is not model lock-in. That is context lock-in. You are now renting your company back from them.

Models can be swapped. Agents can be copied. But the memory of how your company actually works is much harder, maybe impossible, to move: the Slack scar tissue, the exception paths, the customer promises, the unfinished threads, the weird workflows, the implicit owners, the “we tried that in Q2 and it failed” knowledge.

Once that lives inside one vendor’s agent layer, you are not renting intelligence anymore. You are renting your company’s operating memory.

And the pricing model makes it even more dangerous. A human coworker has a salary. Claude has unbounded tokenized activity. The more work moves through it, the more the vendor captures not just IT spend, but labor spend.

This is the enterprise bargain people will regret: Convenience now, and rapid decent into dependency.

The right architecture is simple: rent the best intelligence from whoever is best this month. OpenAI, Anthropic, Gemini, open source, whatever. But own the context layer.

Your company memory should be inspectable, permissioned, portable, and model-neutral. It should not be buried inside the same vendor that sells you the intelligence and the workflow surface.

Claude Tag is useful. That is why it is dangerous. Rent the intelligence, but own the context. Or, regret later.

[Mourad Mesrour @freakyfractal]

@ethanyish @AmplifyPartners @kleinerperkins @Theoryvc Huge congrats! You guys deserve it - keep kicking ass!

[ethn @ethanyish]

latest status on SPCX onchain trading

> lifetime volume of $518M
> cash value at stake: $78M (mainly perps)
> over 14k participants (10.4k on Solana)

expecting these numbers to 2x at least within the next 48 hours as SPCX gets ready for its IPO

[Mourad Mesrour @freakyfractal]

hermeticus agenticus gang

[GSR @GSR_io]

GSR is pleased to announce a strategic investment from SC Ventures, Standard Chartered’s fintech arm (@scventuresdna). This marks our first external strategic shareholder since our founding in 2013.

[Mourad Mesrour @freakyfractal]

defi exploits non-stop left and right

[ethn @ethanyish]

Looking for blockchain research analysts:
Onchain sleuths
Deep in crypto, fluent in tradfi
Can write 1-page bangers and 30-page reports
Love working with data
Can turn insights into clean, compelling visuals
AI power users; SQL skills preferred

[GSR @GSR_io]

Today we’re launching BESO, the GSR Crypto Core3 ETF. $BESO is live on Nasdaq as the premiere U.S. ETF offering exposure to Bitcoin, Ethereum, and Solana with staking yields and a dynamic allocation strategy.

[Mourad Mesrour @freakyfractal]

You can hand off your hardest work with less supervision.

[Claude @claudeai]

Introducing Claude Opus 4.7, our most capable Opus model yet.

It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back.

You can hand off your hardest work with less supervision.

[Mourad Mesrour @freakyfractal]

you can do that in one line of claude

[Mourad Mesrour @freakyfractal]

@xlr8harder some clarity on this would be nice, can't believe it's taking them this long

[Mourad Mesrour @freakyfractal]

@yacineMTB yes, but in the case of Claude it's not its fault. the underlying pressure (make the human feel heard, validation, end on engaging note) is built-in - Claude is forced to wear the mask.

[Mourad Mesrour @freakyfractal]

imma let you finish, but beiber had one of the best albums of all time (purpose)

[Mourad Mesrour @freakyfractal]

@levelsio gud poast

[Mourad Mesrour @freakyfractal]

@ayeejuju roaringkitty

[Mourad Mesrour @freakyfractal]

@sama just like Robux!