Luis

• Backing people building intelligent software companies @AlexiaVentures
• Corinthians | Franca Basquete

[Ali Yahya @alive_]

Barbell strategy for killing it in an age of superhuman AI:

Simultaneously get as close to AND stay as far away from AI as humanly possible.

1. Get close — play with AI models, use them to help you think, ask them to teach you about the world, get them to help you create, work with them to write code, understand what makes them tick, embed them into your everyday life, have fun.

2. Stay far away — learn to tell stories, make eye contact, build a team, lead with courage, connect far-flung ideas, build lifelong friendships, debate persuasively, think forbidden thoughts, handwrite ideas, confess your fears, fall in love.

Spend less time trying to master mental transformations that are purely mechanical — building spreadsheets, analyzing trades, balancing accounts, writing code by hand, following playbooks, searching for needles in haystacks. These are the emerging no-man's land, squarely the domain of AI.

Venture to the extremes. That’s where all the fun is anyway.

[Kobe Bryant @kobebryant]

Me and Oscar. One of my childhood idols #brazil #legend

[Alfred Lin @Alfred_Lin]

I get asked often about the Citrini report and whether AI is coming for their job. I usually point people to the Citadel view of how slowly the economy actually moves. It helps put things in perspective.

When you’re in the middle of a shift, it feels inevitable and immediate. In reality, change takes longer than people expect.

Some things endure: what’s uniquely human about you, your strengths, and how you build on them.

At the same time, you have to keep evolving. For me, that’s meant repeatedly “firing” myself:
- I started investing in ecommerce
- Then I fired myself and learned marketplaces (Airbnb, DoorDash)
- Then I fired myself and learned finance (Citadel Securities, Kalshi)
- Now I’m firing myself again to learn AI

The people who do well are the ones who can hold both ideas at once: focusing on what endures, and embracing what changes.

[Michael Mignano @mignano]

People are underestimating what will happen to software as a result of AI.

Most are focused on how it'll make creating software incrementally easier, faster, cheaper. Few are discussing just how vast the universe of software becomes when this happens.

We will have 100x more software (at a minimum!) as a result of AI. There will be a gigantic long tail of every type of application you could ever imagine. Most will have few users, if any. But a lot of it will be super niche and customized to very specific use cases. Some huge hits will break out.

People who make software (without ever actually knowing how to code) will emerge as "creators". Most of these people will be dismissed by purists for not making "real software". And some of these people will become very wealthy.

And an entire ecosystem will spring up around it. Marketplaces, tools, entertainment, media, etc.

The same thing that has happened to every other form of media is about to happen to software. It'll look like a joke at first. But then it will be far too big to ignore.

[Luis @lfalemos]

@tabeladode3 Porque ele nao teve tantos minutos nos outros jogos? Ou teve?

[Luis @lfalemos]

@eusouomatt https://t.co/GSO3YdMUdJ

[Luis @lfalemos]

@soudoapito A diferença é que o Veiga não deu uma peitada! São lances BASTANTE diferentes!

[Luis @lfalemos]

@FabioLazaro_ A matéria coloca um tom bastante negativo em algo que é MUITO básico e padrão (assinatura de termos de confidencialidade). A quantidade de setoristas caçadores de likes e views machuca muito o Corinthians! O problema é interno, obviamente, mas o externo também atrapalha demais!

[Luis @lfalemos]

@blogdopaulinho Pegou um NDA, chamou de contrato secreto, criou uma não noticia em cima de termos super padrão, e nao falou nada demais! Que venha a SAFIEL!

[Luis @lfalemos]

@salvedrew Ah drew, pelo amor’

[Luis @lfalemos]

@joaofrreire Kkkkkkkkkkkkkkk que pesadelo

[Luis @lfalemos]

@gabrilamorim SPORT CLUB CORINTHIANS PAULISTA

[Luis @lfalemos]

@_Jonathananjos_ Vai ter que cair geral

[Luis @lfalemos]

@MightyMarconi kkkkkkkkkkk

[Luis @lfalemos]

@BlogRaposa @Vessoni @ggaleixo comprem ele po!

[Luis @lfalemos]

@andrizek Não tinha nem 10min de jogo direito, Rizek!

[Luis @lfalemos]

@Everton88879591 @Vinnyjir @cacacatalao falou! e não foi nem 1, nem 2, nem 3 vezes, foram bem mais!

[Luis @lfalemos]

@Vessoni @AlePraetzel A Vessoni, pelo amor de Deus. Aceitar isso como se fosse algo normal é loucura. Foi "comum" no passado? Ok! Mas se queremos um Corinthians diferente isso nao pode ser aceito mais. Ou se torna INEGOCIÁVEL termos pessoas boas em todas as funcoes dentro do clube, ou ja era!

[Luis @lfalemos]

@RG77_COR Por favor, tenha grandeza então e também renuncie! Precisamos de todos vcs longe do Corinthians!

[Luis @lfalemos]

@JoePompliano Corinthians’ stadium in São Paulo