merperr

Serial startup operator. former competitive athlete. I build for the future ⚡️🧡

(views are my own)

[Fiat Archive @fiatarchive]

JD VANCE: "Over 100 million Americans will own Bitcoin before too long."

[GMEonSol @Gmestopsol]

"I want @eBay to be my baby"

- Ryan Cohen
$GME "The TakeOver"

@ryancohen

[merperr @mmccoll]

@the_frog_mage https://t.co/cGRctoJBpp

[merperr @mmccoll]

@muchado33 https://t.co/cGRctoJBpp

[merperr @mmccoll]

@askaya https://t.co/cGRctoJBpp

[AA ⚡️ @AAStack]

Bitcoin is like the goose that lays golden eggs.

The problem is that most people are so hungry they want to cook the goose on the first night.

The wealthy think differently.

They protect the goose.

They feed it.

They help it grow.

Because they understand something most people never do:

The source of wealth is more valuable than the rewards of wealth.

Anyone can spend an egg.

Very few have the patience to keep the goose.

That’s why some people get rich once…

And others stay rich for generations. ₿🥚

[merperr @mmccoll]

@Han_Akamatsu I see them. I think as with Metaplanet supporters that have that conviction are quieter.

[Dave W @dmweisberger]

There are SO many bad takes on @saylor’s views .

People seem to ignore OPTIONALITY as well as the reality of how entrenched fiat money has become in the financial zeitgeist.

Bitcoin CAN be used peer to peer and CAN be held in self custody, but, for its most basic function (evolving into THE global unit of account) does not HAVE to be.

Meanwhile, for MOST Americans, like the parable of the Frog in the cook-pot, the dollar is “stable” and the rise in prices are due to other factors than currency depreciation. (Particularly asset prices like homes and stocks)

SO, to achieve a goal of Bitcoin being ADOPTED as a unit of account, the process REQUIRES it first gain full acceptance WITHIN the fiat financial system.

[merperr @mmccoll]

@Han_Akamatsu I don’t always heart, but I read them all and really enjoy following

[Ihtesham Ali @ihtesham2005]

Chamath said AI is not like the internet. Every new user costs real money. And the infrastructure making it possible was built by everyone.

His argument was the clearest case for government ownership of AI labs I have ever heard. And it had nothing to do with Bernie Sanders.

Start with the internet comparison.

Google and Facebook became the most profitable companies in human history because of one number. The marginal cost of adding a new user was effectively zero. One more search query cost Google nothing. One more Facebook profile cost Meta nothing. They could serve a billion people and the incremental cost of that billion person was rounding error. That is the money printer. Infinite scale at zero marginal cost.

AI breaks that model completely.

Every single user taxes a GPU. Every query costs electricity. Every response requires memory and compute. The marginal cost of AI is real, significant, and does not disappear at scale. You cannot print money the same way.

Then Chamath made the point that landed hardest.

The infrastructure these companies depend on, the power grid, the land, the data centers, the permitting, the national security apparatus that protects their chips from being stolen, none of that was built by Anthropic or OpenAI. It was built by the public. By taxpayers. By decades of government investment in the physical and legal foundation these companies are now running on.

He compared it to the interstate highway system. If the federal government built the roads and two companies transported all the goods on them, a logical question at that point would be how much of that should I own? You are riding on my rails.

His conclusion was direct. If he were running a sovereign wealth fund and had the negotiating leverage of the US government, he would own 75% of these companies when he was done.

The internet had zero marginal cost. That is why the founders captured almost all of the value.

AI has real marginal cost and runs on public infrastructure. That changes who has a claim on what gets built.

WATCH THE FULL PODCAST ON @theallinpod

[Michael Saylor @saylor]

Digital Money should be stable, liquid, digital, and yield-bearing. Bitcoin-backed credit makes that possible. The next wave is not just stablecoins — it is stable-value money with yield, built on Bitcoin. $BTC

[Maddie Hatter @HatterMaddie17]

Elon doesn’t care about what the other “elite” care about.

[Tim Kotzman @TimKotzman]

Most people think in years.
Innovators think in decades.
Exponential technologies think in powers of ten.

The future is exponential.

[SultanAlmaadeed.com @Almaadeed]

AI won’t just replace jobs.

It will split the world into 3 types of people:

People who do the work
People who manage AI doing the work
People who build systems where AI creates value nonstop

The future job is not “prompt engineer.”

The future job is:
AI operator + domain expert + business builder.

Own the workflow.
Own the data.
Own the outcome.

[Abhinav Kumar @singhabhinav]

Wells Fargo filed a trademark for "WFUSD" in March. Bank of America confirmed active stablecoin development. Citi CEO confirmed a "Citi stablecoin" is under exploration. JPMorgan's JPMD is live on Ethereum Base.

Every major US bank building its own digital dollar - simultaneously.

When that happens, the stablecoin itself stops being the differentiator. The infrastructure that works across all of them becomes the product that matters.

Billing, reconciliation, and settlement routing that works whether the underlying asset is USDC, WFUSD, JPMD, or something that doesn't exist yet - that's the next product problem.

Multi-stablecoin infrastructure isn't a 2028 roadmap item. It's the product question being asked right now.

[Spencer Pratt @spencerpratt]

It's OK to love America.

[SultanAlmaadeed.com @Almaadeed]

Own or rent intelligence?
That is the real AI question.

Mythos shutting down showed many founders the risk:
If your core product depends on intelligence you don’t control, your business can be exposed overnight.

APIs are powerful. Use them.

But the real value comes when companies own intelligence shaped around:

Their data
Their workflows
Their customers
Their edge cases

The future is not one model owning everything.

The winners will build AI that becomes uniquely theirs.