Mediterranean Investor

bitcoin (class of 2018) & stocks & expat life & random topics

[Mediterranean Investor @seiacoes]

Parece que a final de 2022 vai se repetir 2026

[Mediterranean Investor @seiacoes]

Cazé é chato pra caralho

[darkzodchi @zodchiii]

Google CEO, Sundar Pichai:

"If you don't learn to how to orchestrate agents now, you'll spend 2027 catching up to people who started today"

In 30 minutes he explains why the best engineers stopped writing code and started running agents.

Watch the interview, then save the exact setup below 👇

[Rubén (El Artesano de Wordpress) @Aqui_mi_casa]

Desde que aprendí a hacer así más tortillas, ya no quiero más omelettes.

[Mediterranean Investor @seiacoes]

@saylor @ronin21btc Truco! 6! 9! 12!

[Mau Baron @maubaron]

https://t.co/5aptnAUthX

[Vadim @VadimStrizheus]

https://t.co/qmV9ulH6nd

[Mediterranean Investor @seiacoes]

@MarioNawfal Next challenge…Brazil league 🇧🇷

[MR SHIFT 🦁 @KevinWSHPod]

E172: @Saylor: Why Hard Work Won't Make You Rich

Michael Saylor is the chairman of @Strategy - the world's largest corporate holder of Bitcoin with over 840,000 BTC and $65+ billion deployed. He bought his first Bitcoin in 2020 when the Fed cut rates to zero hasn't stopped since.

With WSH, I always want to go much deeper than the current narrative and that’s exactly what we did here. We gradually moved past the surface and into the things that really shaped Michael. We talked about his childhood, growing up in a military family, buying domain names in the 1990s and flipping them for tens of millions, losing $6 billion of his net worth in a single day during the dot-com bubble, his great Apple bet in 2012, why working hard won't make you rich, why you should mortgage your house but probably not sell your kidney to buy BTC, why "THERE IS NO SECOND BEST", and a lot more. The conversation lasted more than two hours, much longer than originally planned, and it was just amazing. I hope you enjoy it as much as I did.

Timestamps:

00:00 - Intro
03:05 - Explain what you do to an Uber driver
05:35 - Advice for Rick, the struggling Uber driver
07:07 - Who is Michael Saylor?
11:02 - Sponsors @Trezor & @Bitwise
11:48 - Kevin's Business Intelligence Company
13:14 - Michael's childhood and chip on the shoulder
17:56 - Has Michael conquered the world yet?
19:49 - Just because you can, doesn't mean you should
28:23 - Sponsors @KASTxyz & @sumsub
30:02 - Low time preference and scarcity
43:50 - Buying and flipping domain names for tens of millions
55:11 - Bitcoin is a lifeboat
1:01:31 - Should you mortage your house to buy Bitcoin?
1:09:50 - The great $60B in Bitcoin bet: risks
1:15:32 - Sponsors @JupiterExchange , @ethena
1:16:16 - Sell the kidney if you must but keep the Bitcoin
1:20:14 - What's the endgame for Strategy?
1:28:16 - Where does Bitcoin price end?
1:29:36 - Where would Bitcoin price be without Michael Saylor?
1:31:06 - What is STRC?
1:35:34 - Should my mom put her life savings in STRC?
1:37:12 - How do you always invent new ways to buy more Bitcoin?
1:49:19 - From God to Madman every 6 months: handling insane volatility
1:51:49 - How Michael lost $6 Billion of his net worth in one single day in 2000 and then watched MSTR go down another 99%
1:59:09 - Why Michael doesn't have children
1:59:44 - Why working hard is the worst advice you can get
2:07:37 - Why THERE IS NO SECOND BEST, there is only one crypto asset
2:15:03 - Thanking Michael from the whole crypto industry

[Ragnar @RoaringRagnar]

The $1M+ Solo AI Agent Business (full webinar).

Bookmark and watch.

[Remotion @Remotion]

Remotion now has Agent Skills - make videos just with Claude Code!

$ npx skills add remotion-dev/skills

This animation was created just by prompting 👇

[GREG ISENBERG @gregisenberg]

how to use Google's NEW open source Design.md + AI Skills to make your startup look like a $100 million company in 1 hour:

1. Design.md is an open source file from Google that captures the soul of a design. Typography, colors, spacing, all in one markdown file. You attach it to your prompt and your agent builds beautiful things every time.

2. Think of it this way. The HTML is the finished dish. The design.md is the recipe. The skills are the ingredients. Put them together and everything you build looks consistent and professional.

3. Don't create a design system from scratch. Find a brand you love. Linear, Stripe, Vercel, whatever resonates. Study it. Use ChatGPT or Claude to help you extract the design language into your own design.md file.

4. Build skills on top of your design.md. A landing page skill. A mobile app skill. A motion design skill. A slide deck skill. Each one references the same design.md so everything looks like it came from the same designer.

5. The biggest mistake people make: they nail one screen and then everything else looks generic. Design.md solves this. One file keeps every page, every format, every medium consistent.

6. Use it across everything. Your landing page. Your app. Your pitch deck. Your promo videos. Same DNA. Same taste. Same system. That's what separates a startup that looks real from one that looks vibe-coded.

7. Build a second brain for design inspiration. When you see something beautiful in the real world or online, capture it. Save it. When you're building something new, reference it. Taste is developed, not downloaded.

8. It's obvious but the difference between a product people trust and a product people bounce from is how it looks and feels. Design.md gives you that edge.

you can watch below

https://t.co/Am1BdxLtzM

shoutout to @mengto for coming on @startupideaspod and walking through his full workflow.

if you want to use AI to actually build gorgeous designs, you'll want to use see this.

watch

[Austin Armstrong @SocialtyPro]

Don't pay for Midjourney, use Flux.1
Don't pay for ElevenLabs, use Fish Speech
Don't pay for Cursor, use Trae
Don't pay for ChatGPT Plus, use DeepSeek-V3
Don't pay for Runway Gen-3, use MiniMax Video
Don't pay for Suno v4, use Udio (Free Tier)
Don't pay for Perplexity Pro, use Genspark
Don't pay for Grammarly, use LanguageTool
Don't pay for Higgsfield, use Syllaby
Don't pay for Canva Pro, use Microsoft Designer
Don't pay for HeyGen, use LivePortrait
Don't pay for Descript, use CapCut Desktop
Don't pay for Notion AI, use NotebookLM
Don't pay for Adobe Firefly, use Krea AI
(SAVE THIS before it disappears)

[Cauê Oliveira @caueconomy]

FIM DE JOGO PARA OS DESIGNERS🤯

A Anthropic acaba de lançar o Claude Design. Você descreve o que quer, ele lê seu codebase e arquivos de design, constrói o sistema visual da sua marca automaticamente e entrega protótipo interativo, slide ou landing page.

Design funcional, com lógica, interatividade, 3D e voz.

A Datadog foi de semanas de processo para uma conversa. O Brilliant recriava páginas complexas em 20+ prompts em outras ferramentas.

No Claude Design, foram 2.

Eu uso Claude todo dia no meu trabalho de análise. O que me impressiona nesse lançamento é o detalhe do handoff: quando o design está pronto, ele empacota tudo e passa direto para o Claude Code implementar.

Ou seja, você joga a ideia, faz os refinos e aquilo vira produto, sem sair da conversa.👇

[Felipe Demartini @namcios]

Dois engenheiros da Anthropic acabaram de mudar a forma como devs pensam sobre IA.

Barry Zhang e Mahesh Murag subiram no palco do AI Engineer Code Summit e disseram uma frase que incomodou muita gente:

"Parem de construir agentes. Construam Skills."

Em 16 minutos eles provam que a indústria inteira está resolvendo o problema errado.

Aqui está o que a maioria não entendeu:

→ Skills são pastas. Literalmente pastas com arquivos markdown.
→ Elas ensinam ao Claude o SEU fluxo de trabalho, a SUA expertise, o SEU domínio.
→ Um único agente genérico + biblioteca de Skills específicas supera dezenas de agentes especializados.
→ Fortune 100s já estão deployando Skills em escala pra ensinar agentes sobre processos internos.
→ Times de produtividade com 10.000+ devs usam Skills pra padronizar como código é escrito.

A analogia que eles usaram é perfeita:

Quem você quer fazendo seu imposto de renda? O gênio com QI 300 que nunca viu legislação tributária, ou o contador experiente que faz isso há 20 anos?

Inteligência sem expertise é entretenimento.
Expertise empacotada é produtividade.

O que mudou: a Anthropic parou de tentar criar agentes diferentes pra cada domínio.

Perceberam que com Claude Code, o padrão é sempre o mesmo. Um modelo acoplado a um runtime com filesystem.

A diferença entre um agente medíocre e um extraordinário não é o modelo. É o conhecimento de domínio que você alimenta.

Skills resolvem isso com progressive disclosure. O agente só carrega o nome e descrição da skill. Quando relevante, puxa o SKILL.md. Quando precisa de mais, navega os arquivos de referência. Zero desperdício de contexto.

Isso não é uma feature. É uma mudança de paradigma.

Quem entender isso agora vai operar em outro nível daqui a 90 dias.

Quem ignorar vai continuar escrevendo prompts de mil palavras toda vez que abrir o chat. E ainda explicar de novo e de novo o que “realmente” quer.

[ABSOLUTE BRAZILIAN @Absolutebrazil]

Intervalo de Holanda e Turquia na Eurocopa e simplesmente aconteceu isso aqui com 1M de gente assistindo

Inacreditável o suspiro ofegante

[Julian Goldie SEO @JulianGoldieSEO]

Claude Code can now design stunning interfaces 🤯

There’s a free GitHub skill called UI UX Pro Max that upgrades Claude Code into a full UI and UX expert.

Install it once and Claude suddenly builds cleaner layouts, better apps, and interfaces that actually look professional.

Your AI can now code and design like a pro. 🚀