fronz

Slightly feral. Betting on a future of creativity, innovation and calm abundance | Cofounder of @MoxaMoney and Life with @MikeCherneski

[fronz @staceyfronz]

While the state of crypto these days is a bit heartbreaking, this industry demonstrated that people would rally behind technology could change things from the outside in. We wanted to see humanity BELIEVE and BUILD our way to revolutionary change—a brave experiment that has (so far) failed.

Crypto alone cannot slay Moloch. It is a powerful sword, but there have to be those who will wield it.

[fronz @staceyfronz]

Sometimes I think none of my country’s political stories are real at all; they’re just A/B testing headlines.

[fronz @staceyfronz]

If cows are going to start wearing AI FitBits, then I want to know the health stats of the animals that my milk and beef are coming from.

[Ole Lehmann @itsolelehmann]

this is just the most ridiculous AI application i've ever seen lol

a Peter Thiel-backed startup that makes AI collars for cows is now worth $2 billion

and the more I read about it the cooler it gets. here's how it works:

every cow wears a solar-powered collar that talks to a network of radio towers and an app on the farmer's phone

instead of building physical fences, the farmer draws the fence on a map in the app, and the collar keeps each cow inside that invisible line using GPS

when a cow drifts toward the edge, the collar plays a sound to steer her, and a gentle vibration tells her which way to go.

it's like how a car beeps as you back up toward a wall

the cows learn the cues in a few days

so now a rancher can move an entire herd to fresh grass by sliding the fence on a map, without driving out to open a single gate

and that same collar is reading each cow's body the whole time.

it takes five readings per second on every animal, so the AI can catch a cow that's sick, injured, ready to breed, or about to give birth before a person would ever notice walking the field

so it's basically like WHOOP for cows too lol

and they gave the AI behind it the perfect name: the Cowgorithm

it's been trained on more than 7 billion hours of real cow behavior, which is why Halter calls the data its real asset and moat.

they know what a normal cow looks like better than anyone, so they can flag the odd one out instantly

it's already on more than 1M cattle across New Zealand, Australia, and a bunch of US states.

California even used it on public land to graze cattle in patterns that clear dry brush and slow down wildfires

costs about $5 to $8 per cow per month

a job that used to mean barbed wire, gates, and driving the fields all day is now mostly 1 person on their phone

[fronz @staceyfronz]

Agentic payments do make a lot of sense for enterprises. Particularly, they have the potential to substantially streamline accounting practices.

But discretionary consumer spending is driven by taste, culture, and social influences.

[fronz @staceyfronz]

It’s easy to forget that a lot of people actually like shopping

[jessy @13yearoldvc]

https://t.co/DGdLu79krs

[Sama Hoole @SamaHoole]

We have reached a strange place, where you can drain a river, poison a coastline, and lean on people with no rights, and still be thanked for saving the planet, so long as the damage happens somewhere you will never have to look. Follow the virtuous plate home, one item at a time, and watch the halo slip off it.

The avocado came from Michoacán, where the cartels run the orchards, divert the rivers, and murder the people who object.

The almonds in the milk came from California, drawn out of a drought and an emptying aquifer, pollinated by bees trucked three thousand miles across a continent and worked to exhaustion in a fortnight.

The salad was grown under a sea of plastic in Almería, by migrant workers on thirty euros a day in forty-five-degree heat, on groundwater so poisoned the region now has to import its own.

The peppers were grown beside a Spanish lagoon that has died so many times they had to give it the legal rights of a person just to defend it in court.

The cashews were shelled by hand by people whose fingers were burned by the acid in the husk.

The cotton bag it all came home in helped drain the fourth largest lake on earth into a salt desert.

Every item crossed thousands of miles, from somewhere left drier, poorer, and more poisoned for having grown it.

And the person carrying that bag home walks past a field ten miles up the road, where a cow stands in the rain turning grass nobody can eat into food, dropping dung that feeds the soil it stands on, on land that has looked more or less the same for a thousand years, and thinks, with total sincerity: there it is. The thing destroying the planet. A cow. Burping in a meadow.

It is one of the strangest acts of misdirection of the age. We built a supply chain that strips deserts, drains rivers, flattens forests and runs on people with no rights, and we taught ourselves to feel virtuous about it, purely because the alternative was an animal we could see, standing in a field we could walk to.

The cow you can point at gets the blame. The catastrophe you cannot see gets a halo and a sticker that says plant-based.

Heal the planet, they say, with the asparagus flown in from a drought.

[Ricardo @Ric_RTP]

Trump just got exposed for running the biggest insider trading operation in American history.

Nancy Pelosi traded $5 million in stocks and Congress lost its mind.

Trump literally executed $750 MILLION worth of stock trades in ONE quarter while being President.

His ethics filing just dropped and the numbers are genuinely unprecedented in history:

Between January and March 2026, Donald Trump personally executed 3,700 individual stock transactions worth between $220 million and $750 million.

That's roughly 60 trades PER DAY.

While signing executive orders, meeting foreign leaders, and making policy decisions that directly impact the companies he's buying and selling.

Now here's where it gets really insane:

On February 10, Trump bought between $1 million and $5 million worth of Dell stock.

Three months later, on May 8, he stood at a Mother's Day event at the White House, thanked Michael Dell by name, and told Americans to "go out and buy a Dell."

Dell stock surged 14.6% that day to an all-time high of $263.99.

Since Trump's February purchase, Dell is up 96%.

And 5 months BEFORE Trump bought Dell stock, Michael and Susan Dell donated $6.25 billion to Trump Accounts, one of the largest philanthropic commitments to a sitting president's signature program in modern history.

So the timeline goes: Dell donates $6.25 billion to Trump's program -> Trump buys Dell stock ->Trump tells America to buy Dell from the White House podium -> Stock hits all-time high

And that's just ONE stock...

The same filing shows Trump bought Nvidia stock on February 10. One week later, Nvidia announced a massive chip deal with Meta.

He bought more Nvidia stock one week BEFORE his own Commerce Department approved the sale of Nvidia chips to Saudi Arabia.

He bought Intel stock starting in March 2026. The US government already owned a 9.9% stake in Intel worth over $41 billion. On April 30, Trump posted on Truth Social praising Intel, writing that "Intel Stock continues to rise."

Intel jumped 3% in after-hours and is now up 140% year-to-date.

He bought Palantir stock while his administration was actively handing them billion-dollar government contracts for immigration enforcement and defense.

He bought Robinhood stock while his own Trump Accounts program uses Robinhood as the broker.

He's currently sitting on over 100% profit on AMD, Intel, Bloom Energy, Marvell Technology, and at least 10 other positions.

Every single president since Lyndon B. Johnson has used a blind trust to avoid exactly this situation. But Trump didn't.

His assets sit in a trust controlled by his own children, and the filings show a broker acted as agent on several trades.

The White House says the portfolio is "independently managed."

But here's what independently managed looks like:

Buy Dell stock. Three months later, publicly endorse Dell from the White House. Stock hits all-time high.

Buy Nvidia stock. One week later, your own government approves their chip sales. Stock rips.

Buy Intel stock. Post about Intel on Truth Social. Stock jumps. The government you run already owns a 10% stake.

Buy Palantir. Hand them contracts. Buy Robinhood. Route a federal program through their platform.

Nancy Pelosi got absolutely destroyed for her husband's stock trades.

Her husband's total disclosed trades in his most controversial year were worth roughly $5 million.

Trump just disclosed up to $750 MILLION in a single quarter.

While making the actual policy decisions that move these stocks.

This isn't a left or right issue.

We're talking about the President of the United States averaging 60 stock trades per day in companies his own administration regulates, contracts with, and publicly endorses.

What do you think?

[fronz @staceyfronz]

I'll be interested to see how Notion implements agent orchestration. No matter what, huge game changer for small and early-stage companies.

[fronz @staceyfronz]

This made us completely change our company workflow. The ability to eaily sync ANY data source with Notion allows us to create near-real time dashboards across the entire surface area of our business. We can make decisions and immediately trigger workflows to implement the next steps.

[Notion Developers @NotionDevs]

Meet the Notion Developer Platform — a small set of tools to help you do three things:

1. Sync any data source
2. Build any tool
3. Orchestrate any agent

We know developers could take Custom Agents much further, with the right tools. So today, we think you’ll like what you see 🫡

[444 𖤐 @poyoetc]

No pretendo exagerar pero el arte va a salvar tu vida. la música, la pintura, la cerámica, la escritura, el tallado, el tejido… el acto de CREAR te va a salvar.

[fronz @staceyfronz]

VCs offloading to retail

[Naval @naval]

Introducing USVC - a single basket of high-growth venture capital, for everyone.

No accreditation required, SEC-registered, and a very low $500 minimum.

Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too.

Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund.

It runs on AngelList, which already supports $125 billion of investor capital.

And I’ve joined USVC as the Chairman of its Investment Committee.
—

Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital.

Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring.

But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line.

This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in.

Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition.

But there is no more productive, harder-working way to deploy a dollar than in true venture capital.

USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages.

It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere.

There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction.

USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid.

Get access here:

https://t.co/pAj1sqUsG0

[Rhys @RhysSullivan]

LLMs are weird because it's like having a brilliant employee who never stops working but is also a compulsive liar

[Christophe Boutry @Ced_haurus]

Palantir vient de publier son manifeste. Lisez-le.

Pas pour ce qu'il dit sur la tech. Pour ce qu'il dit sur le politique. Sur l'idéologie de Karp et Thiel. Sur la guerre. Sur vous.

Quand une entreprise privée se donne pour mission de définir qui doit être surveillé, ciblé, prédit, neutralisé, et qu'elle publie simultanément un texte expliquant pourquoi contester cela serait de la faiblesse civilisationnelle, on n'est plus dans la stratégie d'entreprise. On est dans la privatisation du souverain. Le droit de décider de l'ennemi, qui fut toujours le geste politique fondateur des États, est en train d'être racheté par une entreprise cotée au Nasdaq.

Ce manifeste repose sur un seul tour de passe-passe, répété sous vingt formes différentes : rendre l'inévitable ce qui est en réalité un choix. Les armes à IA ? Elles seront construites de toute façon, alors autant que ce soit nous.

La surveillance algorithmique ? La réalité géopolitique l'exige.

Le réarmement de l'Occident, la hiérarchie des cultures, la disqualification du pluralisme comme naïveté dangereuse ? Simple lucidité face au monde tel qu'il est.

C'est le geste idéologique par excellence : ne pas interdire la question, mais la rendre indécente.

Ce que Palantir appelle réalisme est en fait une décision philosophique radicale : le conflit est la vérité permanente du monde, la délibération démocratique est une fragilité que l'adversaire exploitera, et une élite technologique privée est mieux placée qu'un peuple pour tirer les conséquences de cette vérité.
C'est du schmittisme en hoodie. C'est littéralement la structure de leur pensée.

Le danger n'est pas qu'ils soient fous. Le danger est qu'ils soient riches, cohérents, et déjà à l'intérieur des États. Palantir ne frappe pas à la porte des gouvernements pour vendre un outil. Elle arrive avec une cosmologie complète : voici comment fonctionne le monde, voici vos ennemis, voici pourquoi vous ne pouvez pas vous permettre de débattre, et voici notre contrat.

Palantir est l'ennemie des peuples et de la démocratie. Ce qu'ils construisent, c'est un pouvoir technocratique que personne n'a élu et que personne ne pourra destituer.

[fronz @staceyfronz]

@clairekart @MeganNyvold Literally thinking this 😂

[fronz @staceyfronz]

@julie_mo What do you perceive are the strongest accelerants to developing your strategic thinking? One thing for me is taking time away from the problem and letting my mind just be still and process. It can be invaluable.

[DAVINCI protocol @davinci_vote]

Introducing Ask the World.
https://t.co/wTYHH7Z392

Anonymous voting with real-world identity verification.
No bots. No multi-wallets. Coercion-resistant.

Just real people making real decisions: verified by cryptography, not institutions.

Built by @davinci_vote, identity by @selfxyz. Live now 👇🏽

[fronz @staceyfronz]

@TheProjectUnity DMSO with castor oil is a potent decalcifier. Infusing with birch bark can help but takes some effort for it to be properly extracted. Always use on clean skin.

[fronz @staceyfronz]

You just want to live your life and build your dream. A house, a job, maybe start a family and your own business.

At first, they say you're too young, just give it time.
Then, you need to work harder, put in the hours.
Then, you need to fix yourself, resolve your trauma.
Then, expand your network, know the right people.
Then, continuous learning is the key, learn to code, use AI, keep up with the tech and the times.

When none of that works, it's a logical conclusion that you actually need to be LUCKY, so why not try your hand at games of chance?

[sysls @systematicls]

https://t.co/FQe5bCBqW1

[fronz @staceyfronz]

@austingriffith 100%. Last year at this time I considered myself “nontechnical”, but these days coding and running scripts is just part of life

[fronz @staceyfronz]

This resonates with my experience this year—I want a healthy body, sound mind, strong community AND a successful product. If I’m killing myself to reach my goals, I’m not really building the life I want

[Leo Bassam 🤌🏼 @loaibassam]

... months of no gym, no food, no life.

Put my life on hold so I can work on my product launch. I convinced myself that if I just gave it my all, sacrifice everything else, and work byond my limits… the launch would explode.

I thought effort = outcome.

No.

I ended up drained… mentally, physically, emotionally.

The launch went okay... but not the world-shaking moment I built in my head.

And all I had left was disappointment, confusion, and a body that was paying the price.

Work hard, aim high, dream big... for sure! Just know that 99% of the time there is NO NEED to put the rest of your life on hold to make it happen, and know that for most of us the world isn't watching... you don't need to break yourself over it.

Keep the balance like your vision relies on it, and yes... balance is possible:

- protect your body like it's part of the business… because it is
- give things the time they need, but don’t overgive out of blind hope
- know the moment effort turns into obsession
- remember results don’t always match the timing of your sacrifice
-aim to last, not to prove how much you can suffer

----

Create, build, push forward - but don’t lose you in the process 🙏

[Patrick Collison @patrickc]

Two conversations this weekend make me think that there's a vibe shift afoot in Silicon Valley around what one should work on and what is worthwhile.

Culturally, it feels like the moment is ripe for new frameworks:

• Davos expert morality is stale and discredited.
• It's also apparent that the "just be super based" Counter-Enlightenment is not really an answer. (Yes, woke went too far, but simply inverting it doesn't work.)
• EA is no longer the automatic default for smart people.
• There's increasing skepticism of slot and slop machine dynamics.

Overall, "what is worthy and valuable?" feels like it's becoming more central.