matthew moyo

building @FixcardHQ

[matthew moyo @mtthwio]

🚀

[Garry Tan @garrytan]

Be your self, not someone you were assigned to be!

Bezos won on time horizon, not AWS or 1-Click.

If your bets have to work in 3 years, you compete with everyone. Every smart, funded team is chasing the same 3-year problems. Short horizon, crowded field.

Stretch to 7 and the field collapses. Investors want returns, employees want vesting, founders want proof. Almost nobody can sit in a bet that doesn't pay for most of a decade. The patience is the moat, and it costs you, that's why it works.

But you can't fake a 7-year horizon on a problem you don't actually care about. Pick the users and the problem Moloch assigned you, the safe ones, the fundable ones, and you'll bail the first hard year. Pick the ones that are actually yours and you'll still be there when everyone else has quit.

So the real prerequisite isn't discipline. It's knowing yourself well enough to choose a problem and a set of people you care about that you'll serve them for decades.

[Tom 🔨 @tmhammer]

What a privilege to work in an industry where young people can touch things that millions of people use

an industry that represents essentially 100% of economic growth

an industry so synonymous with progress and the future that we call it “technology” and no one blinks an eye

[matthew moyo @mtthwio]

@budapp 🫴😏

[matthew moyo @mtthwio]

$222B/year and the diagnostic process is still: call someone, describe a noise, hope they've seen it before.
Our bold bet is to fix this by capturing the knowledge that retires with every senior technician and making it infinitely available. That's what we're building @fixcardio.

[Zane Hengsperger @zanehengsperger]

If I could fund a single company that doesn’t exist right now it would be…

Machine Maintenance as a Service

$222B/year in the US is spent on machine maintenance or repair.

Features would include:
- quarterly PMs on machines
- full service history with access to service history of other exact machines
- predictive from sensors or cameras
- instant buy spare parts from online store
- operator training module
- access to AI chat bot (ik cringe) that knows your machine inside out

This would be an incredible bet as robotics scale and maintenance is inevitable.

I’d hire the oldest guys with the most amount of tribal knowledge.

Every single repair or process would be documented with data points and feed into our system correlated to a specific machine.

[matthew moyo @mtthwio]

@zanehengsperger Wrench guy here😮‍💨 that's exactly what I'm building Zane.

It was my bet pre-AI but it's now dramatically more possible than ever.

[matthew moyo @mtthwio]

@zanele_matome @guilleflorvs @Hello_Welo Really? Always admired your work with @Hello_Welo . How does it actually fit that thesis?

[matthew moyo @mtthwio]

@Taryl_Ogle Great stuff Taryl, would love to join the community 🙋‍♂️

[Edward Mehr @EdwardMehr]

I was on the fence, but I’ve made up my mind: humanoids aren’t the final form or even the intermediate form.

The usual pitch is cute: “The world is built for humans." Sounds profound. It’s actually lazy copium.

Look around.

Roads were built for cars.
Factories for machines.
Labs for instruments.
Mines for beasts that eat rock.
Battlefields for planes, ships, and tanks.

The only places still designed for humans? Homes, offices, and restaurants. Everywhere else the design just accommodated the humans because they were the intelligence layer.

And those are getting demolished:
LLMs are devouring white-collar work; so soon no more offices?

Autonomous delivery + robotics means restaurants turn into optimized kitchens

What’s left? Basically just the home.

We built what's around us to manipulate the universe and in their design accommodated the human body because it is the control layer. Now the control layer is a silicon chip.

The future is actually simple: Add intelligence to the machines we have. We don't need a machine (humanoid) to operate another machine.

[matthew moyo @mtthwio]

@Angeliki_BTC Got an extra chair or should I pull up with one? 😁. Capetonian here🙋‍♂️

[matthew moyo @mtthwio]

@Taryl_Ogle AFC

[Nick Durham @pnickdurham]

In the sixth century in a city called Ephesus, a philosopher named Heraclitus used to walk down to a river and watch the water.

his students wanted to name the river. they wanted to map its course, predict its bends, draw a clean line from the mountains to the sea.

Heraclitus kept telling them to watch it move. the water they touched a moment ago was already somewhere else. what remained was only the current. they watched the way it cut new channels when the old ones filled with silt, the way it found the path of least resistance through terrain it had never seen before.

his phrase for this was panta rhei. everything flows.

there are very few hard pivots in robotics, but if you watch closely enough, there are a lot of new channels cut. its the founders job to watch the water move.

[matthew moyo @mtthwio]

@margentambi @Velocityhq_ "Because when you answer the call, you don't just change your life. You change what's possible for the next generation" 🔥

The bane of every true leader's existence.

[Marco Dewey @marco_dewey]

god vibe coded the universe and we have been trying to understand the source code ever since

[matthew moyo @mtthwio]

@margentambi 💯

And if its pre-revenue?

[matthew moyo @mtthwio]

@benln Cafe Cursor in Cape Town has been overdue ?🤞

[matthew moyo @mtthwio]

@fdotinc https://t.co/Vez3ouPjT1

[matthew moyo @mtthwio]

@aarthir Hi @aarthir,

Your dms are closed. Could we get your email address instead?

[matthew moyo @mtthwio]

@JeffBohren @jenzhuscott I saw one tightening a couple of bolts with accurate torque.

So they're coming soon.

[matthew moyo @mtthwio]

@liquidai @AMD Can we customize the model's system prompt though?