Gerard Adell

[Danish Hussain @astrodanish]

if a man writes a woman a poem, he loves her

if a man writes a woman 763 poems, he loves poetry

[Ryan Carson @ryancarson]

Every time you think you need a dashboard to look at data, stop yourself.

Do this instead:

1. Ask your agent to make sure that you have all the data to analyze something actually stored in the database.

2. Ask your agent to write a skill to gather that data.

3. Ask your agent to do the analysis and create a temp and throw-away HTML dashboard to answer the question(s) that you have

In my experience, every dashboard that I've created gets less and less use over time and decays.

It's much better to make sure your agent can get the data you need and answer the questions you have, on-demand.

[Urko @UrkoGarLop]

Estamos ante una de las mayores cacicadas que hayamos visto. Hagamos un repaso de los acontecimientos.
🧵
1)Llevas toda la vida en un colegio al que la mayoría de la sociedad no puede acceder por el pastizal que supone pagar la cuota. Durante esos años, 0 importancia al euskara.

[Gerard Adell @gerard_adell]

@MrtnzAlvrz @SpliceBioHQ Pringao

[La Competència @lacompetencia]

En Jep Cabestany recrea la baralla entre Tchouaméni i Valverde amb una IA.

[Anish Moonka @anishmoonka]

Your alarm goes off at 6 AM. There's an email from "Oracle Leadership." You've never gotten a message from that sender before. It says your job is gone, today is your last day, and severance details will arrive by DocuSign. By the time you finish reading, your company laptop is already locked.

This happened to up to 30,000 Oracle employees this morning. Oracle reported $17.2 billion in revenue last quarter, its best in 15 years. And it still fired nearly 1 in 5 of its people. The stock went up 6% today.

Oracle owes over $108 billion. The company signed a $156 billion deal to build AI data centers over five years, mostly for OpenAI (the company behind ChatGPT). That requires buying roughly 3 million specialized computer chips. Two years ago, Oracle spent $6.9 billion a year on this kind of construction. This year it's $50 billion.

The 30,000 people who got that email are funding the gap. Investment bank TD Cowen estimates the layoffs will free up $8 to $10 billion in cash flow, money going straight into chips and construction. Oracle filed a $2.1 billion restructuring plan with regulators in March, and nearly $1 billion had already been spent before the emails went out.

Lenders are getting nervous. The cost to insure Oracle's debt against default has spiked to levels last seen during the 2009 financial crisis. Barclays downgraded Oracle's debt in November, warning the company is one step from "junk" status, the point where lenders consider you a serious default risk. Some banks have stopped lending to Oracle for these projects altogether.

The gamble gets worse. CNBC reported on March 9 that OpenAI, Oracle's biggest customer for all of this, is already looking at newer, faster chips from Nvidia. Oracle ordered the current generation and spent billions building out a massive Texas facility. OpenAI may not fully expand into it. The chips improve faster than the buildings go up.

Larry Ellison, Oracle's founder, owns 41% of the company. In September 2025, Oracle's stock hit $346, and Ellison briefly became the richest person alive at $393 billion. Today, the stock sits around $146. His fortune has dropped to roughly $201 billion in six months.

Oracle is spending borrowed money to build data centers that could be outdated before they're finished, for a customer already shopping for newer equipment. 30,000 people woke up to a 6 AM email because that's what it costs to fund a $156 billion bet when your lenders are running out of patience.

[Gerard Adell @gerard_adell]

@LinkedInLunat1c cc @VCBrags

[PALLADIUM Magazine @palladiummag]

Factories and offices will always generate far more wealth than hotels and restaurants. Growing tourism is a sign of economic stagnation not dynamism.

Europe needs to learn: no country ever got rich off tourism—nor will stay rich.

Read the new article by @mmjukic (link below):

[Jordi Noguera-Roca Planell @Jordi10Noguera]

Rauda, el caso InPost, mercado y otras novedades | H1 2025

· El sector de la atención al cliente y Rauda
· Novedades | H1 2025
· PuntoPost y el caso InPost
· Mercado early stage en España

Link abajo 👇

[Hadley Harris @Hadley]

Seed math is broken

Median post-money at seed last year: $14.8M (Carta)
Seed-to-A conversion rate: 13% (Carta)

That implies a risk-adjusted A valuation of $114M
But the median post-money at A? Just $56M

(It’s actually worse once you factor in option pool refresh and post-seed bridges)

So why do VCs keep piling into seed?
1) Belief that breakouts will be fast/big enough to outrun the math
2) Hope that ownership can be fixed later by doubling down
3) Everyone thinks they’re better than the median

Most funds won’t make this work

[Ivan Landabaso @IvanLandabaso]

de 0 a 500K de ARR en unos meses

os cuento la historia de Konvo AI en el pod

link abajo

[Marc Seitz — oss/acc @mfts0]

Uber just invented …

… the bus

[Chris Koerner @mhp_guy]

Every few months I check in on this incredible Reddit thread.

Below are my 9 favorite answers of boring and unique businesses that print money:

[The Kobeissi Letter @KobeissiLetter]

Warren Buffett receives a standing ovation from a sold-out arena as he announces he will be stepping down from CEO at Berkshire Hathaway.

Buffett has been CEO for 55 years, making him the longest-serving CEO of any S&P 500 company.

Truly incredible.

[The Icahnist @TheIcahnist]

Venture Capital is dead.

Long live Private Equity.

Lightspeed. Thrive. a16z. Sequoia.

They’re buying and rolling up companies like Private Equity giants.

Silicon Valley is turning into Private Equity Valley🧵👇

[Gerard Adell @gerard_adell]

LFG @my_plesh @jaumebetrian

[gabe @allgarbled]

The “dropping out of Stanford to build a startup” pipeline has been so optimized that now they are dropping out after the first day of class.

Soon the whole Stanford part will be purely symbolic. You’ll get the acceptance letter, forward it to YC, and never set foot on campus

[Jeremy Yamaguchi @jeremyyamaguchi]

A year ago, I made a weird bet: that you could raise venture capital to buy boring old businesses—and scale them like tech startups

Most the VCs I pitched said their LPs wouldn’t get it

Now those same firms are raising billion-dollar funds on this strategy

Here's the thesis:

[David Miranda @davmiranda]

Siempre nos quedará el tax lease para lamernos las heridas del derrumbe bursátil.

Rentabilidades del 20%+ garantizadas por el Gobierno (vía desgravaciones fiscales) para empresas y autónomos que financien “la cultura” (producto financiero no apto para los que cobran una nómina)

[Eduardo Manchón @eduardomanchon]

Freepik es, ahora mismo, la empresa de software más relevante de España. No solo por tamaño, sino por factores que la hacen única y capaz de competir en innovación con los grandes. Abro hilo y lo explico 👇