Fivetran CEO George Fraser's theory of the SaaSpocalypse:
"There's a lot more uncertainty embedded in all these SaaS companies... than there was a year ago."
"I don't really buy into this reason that all these SaaS categories are gonna disappear and be replaced with vibe-coded software.
I think there will be some, but I think the bigger threat is simply new companies coming along.
It is just so much easier to write software now that AI-native companies will just zoom and catch up to the established incumbents and maybe be better."
@frasergeorgew with @martin_casado
We're proud to lead Westmag's Seed Round.
One of the underrated advantages of investing across the entire hardware stack is firsthand exposure to the supply chain challenges that plague our industrial base.
When one starts mapping which single points of failure could take down entire product lines, motors and actuators rise to the top of the priority list.
China currently dominates this landscape. The result is that many American drone, robotics, and defense companies are building on a foundation they don’t control.
Since our first meeting over tacos and beers last summer, Westmag has moved at a blistering speed from inception to shipping motors from their first factory.
Regulatory tailwind, combined with exploding demand from defense and humanoid robotics, means the timing for what Westmag is building has never been better, and the cost of not having it has never been more obvious.
By @espricewright and @oyhsu
The most interesting visual AI tools today are generating the underlying source code behind the final output.
This change is unlocking editability, iteration, and a feedback loop that pixel-native models can't match.
And the market for visual code generation is organizing around the runtime where the artifact is rendered or executed.
a16z's Yoko Li on why the next frontier of visual AI is code: https://t.co/tIA8luD4OG
The West has created an utterly evil state religion where an accusation of “racism” is the gravest offense that can be committed, even worse than rape or murder!
So if police show up at a crime scene and a British boy is bleeding out and an immigrant says the British boy is racist the cops will cuff the dying British boy.
When money depends less on a single issuer, users gain more ways to hold and move value on their own terms.
@frankencoinzchf lets users mint and use ZCHF through open, oracle-free smart contracts.
Frankencoin is built on Ethereum.
Introducing the 2026 Shuffle FIFA World Cup Hub 🏆
We’ve built your one-stop spot for the biggest betting event on the planet.
All the markets, new promos, and everything in between, all in one place. And we’ll keep loading it up with new plays right through to kickoff.
🔗 https://t.co/Se5lVYv1De
I built a cross-exchange, all-in-one trading tool for Polymarket — the exact kind of advanced system that quant traders at Jane Street write behind NDAs and never release publicly.
I made it. No downloads required — just a simple registration and you’re ready to go.
Link: https://t.co/Cwne5aRb6c
In just 14 days I made $32,400 simply by copying the trades of a Chinese student who turned $0.90 into $408,292 on Polymarket in only 48 hours.
On top of that, I’m now trading using ultra-precise AI signals powered by the open-source MiroFish engine inside Polymgloss — and it’s absolutely lethal.
A friend of mine who develops AI for prediction markets (GENESIS-AGI) told me about Polymgloss and gave me an invite link. When I tried it… my jaw literally dropped.
Here are the killer features that make any trader’s eyes pop:
One-click copy trading of the most profitable Polymarket traders
Smart AI powered by MiroFish that delivers highly accurate signals across any market
Most of my even small trades are closing in profit (my current win rate is insane)
Works on every type of market: crypto, politics, sports, events, and more
@_RichardTeng Spot on, Richard. Blockchain is finally delivering real-world impact — and it's the builders who are making it happen. Keep leading the charge! 🚀
Fees in TON have dropped 6× — to nearly zero.
Next step — Telegram replaces the TON Foundation as the driving force behind TON and becomes its largest validator.
The focus shifts to tech superiority.
New https://t.co/wedqJMtRqb, new dev tools, new performance upgrades.
Timeline: 2-3 weeks.