Samuel

[Samuel @stateofun]

@ItsDave_ADA I know there is the Orion Fund, hopefully that would make things go a bit faster. I like ADA but just frustrated like most holders.

[Samuel @stateofun]

@ItsDave_ADA I know most people don't like to hear this but the only way a chain can thrive is getting selective but not restrictive VC investments. I think governance is good to have but is also a drag on investments.

[Samuel @stateofun]

@PhathomResearch done.

[Samuel @stateofun]

@codyhrountree @danieldines Are you refering to the companies building on claude or are you refering to Uipath?
Currently, I see claude being used more as a personal productivity enhancing tool by these PE firms. It's not yet a process automation, but they have people working on automating some processes.

[Samuel @stateofun]

@UiPath Great tool! Please post more demos of these processes.

[Samuel @stateofun]

@UiPath @danieldines @matalla @Forbes afterall, Anthropic increased it's sales from $9B in Dec 2025. to 30B in Apr 2026 without the need for taste. Business just needs execution that is intuitive and easy to use.

[Samuel @stateofun]

@UiPath @danieldines @matalla @Forbes Most times "good enough" is good enough for a majority of enterprises. Most companies are not writing books or in creative industries. Uipath needs to be the innovator and pinoneer to survive against Claude.

[Samuel @stateofun]

@AuditTheHerd Great commentary! @danieldines might have to forgo some margin to quickly get adoption otherwise if other competitor products gets a foothold, the game is lost. $PATH should no longer focus sellling to small business as Anthropic and other LLM will be used mostly in that sector.

[Samuel @stateofun]

@jakebrowatzke @Ironic_Ape Is that your net equity? I thought I have been hit hard, but I have the same conviction that $PATH will emerge the winner.

[Samuel @stateofun]

@FinanceLancelot @tradingview $PATH

[Samuel @stateofun]

@StockOptions888 CBC

[Samuel @stateofun]

@AlphaHosky I’m a holder of ADA, but the Chain needs VC investment. decentralization is useless with an active chain. I have heard the the comparison between Cardano and Linux. It’s good to do research but without speedy adoption, you will not make it. To be late is the same as being wrong

[Samuel @stateofun]

@ZeeContrarian1 What about the current debt that the company has?

[Samuel @stateofun]

@adamtaggart @jam_croissant Is the correction avoided now after Powell’s Jackson Hole Speach?

[Samuel @stateofun]

@AltcoinBale Done

[Samuel @stateofun]

@hoskytoken 6969

[Samuel @stateofun]

@AltcoinBale done