Varun Deshpande

[Paul Frambot 🦋 @PaulFrambot]

Toughest truth I've had to learn: growth is directly correlated to the amount of pain you can take.

[Varun Deshpande @thebitsian]

@BeingPractical @RaiseTheBarHQ Your journey has been an inspiration ❤️

[Stepan | squads.xyz @SimkinStepan]

Anyone building software today, is in the import business.

You buy raw intelligence wholesale, priced in tokens, from a handful of suppliers. You import it in narrow, specific ways and re-export it as the outcome your customer actually wants.

[Varun Deshpande @thebitsian]

@beeple Why is the art becoming indistinguishable from slop?

[Varun Deshpande @thebitsian]

@anjan_vinod Congrats Anjan 🙌

[Varun Deshpande @thebitsian]

@lcbisu Still easier to solve for chats in stream by adding a payment layer and making it expensive. The main problem is the main hero content itself which is becoming sloppy.

Linkedin is the perfect example. Its a complete slopfest.

[Varun Deshpande @thebitsian]

AI slop continues to takeover social feeds across all formats - text, photos and short videos.

Live streaming is the mega trend to watch out for in UGC content as people crave human only content. Streaming is already big but the real inflection is yet to come.

[Shailendra J Singh @sjs_day1]

Brilliant 👏 👏👏

see this in startups all the time but this a profound idea and articulation 🔥

[Varun Deshpande @thebitsian]

@0xNairolf Cultural assets are the only way to scale crypto to billions

[Varun Deshpande @thebitsian]

This is the perfect time to build in crypto. Apply for Alliance, the YC of Crypto.

[Alliance @alliance]

Less than 24 hours left to apply, get $500,000 and prove everyone wrong → https://t.co/4rDXZ2sdVX

[Varun Deshpande @thebitsian]

A mega AI to crypto rotation is coming this decade imo.

Hugely profitable AI companies will be blamed by politicians for job losses and wealth disparity. This results in increased anti AI policies, token taxs and COVID era stimis.

AI companies will get rerated and increased money printing will result in bitcoin blowing past ATHs to $500k

[Paul Graham @paulg]

@romlib_ Crypto is a legit and indeed inevitable technology. Usually such things are net positive.

[Varun Deshpande @thebitsian]

@toly @_bolivian but also locked in LP with current TVL of $250M, so probably not net zero?

[Varun Deshpande @thebitsian]

Hyperliquid

[Varun Deshpande @thebitsian]

@jamesrosst @Arjun_Bhuptani @ycombinator Let me take a different view. Crypto's killer app is in plain sight. It's called Binance. Not just the exchange but the product suite.

Recreating a non custodial binance with cross chain support can be a killer app for any chain. Ethereum is likely to win this @gautamchhugani

[Varun Deshpande @thebitsian]

@blknoiz06 better if they are livestreaming it and giving a reaction

[Jay Yang @Jayyanginspires]

Co-founder and CEO of Stripe’s advice to ambitious people:

[Shailendra J Singh @sjs_day1]

As we invest in more AI-native startups, it’s so clear that builders from the prior era are used to very bloated teams and slow pace. Most scaled startups are adapting too slowly

Founders growing up in this AI cycle are building very lean teams and moving super fast 🚀

#GetLeanOrGoHome

[Saurabh Sharma @zsparta]

PropAMMs are a defining primitive for permissionless market structure that can not only provide comparable execution to centralized venues but outcompete them entirely ! We are excited to see this primitive scale across various assets and expand on-chain economy.
Learn more - an excellent post by @maherlatif_& @d_gerhardstein ...

[Varun Deshpande @thebitsian]

The last shift in trading was desktop to mobile. Apps like Robinhood made it simple and accessible.

Now a new cohort is emerging, the terminally online.

They live on desktop and need sophisticated tools and dense information. Most products haven’t caught up yet.

[Varun Deshpande @thebitsian]

@BeingPractical Thanks for sharing this. Reflects the thoughts of many founders in the arena.