Guido Frigieri

Growth | Bridge Product and Engineering | Long Term Investor | Former biotech guy (EMBL/UNIBO)

[Guido Frigieri @Vascularized]

$AMZN + $RDDT + $APP (not included) are the best ADV platforms out there, $META would be interesting but the executions is so bad --> PASS

[Fiscal.ai @fiscal_ai]

Here's how the leading US-based advertising platforms stack up by revenue:

1. Google Search: $225B
2. Meta Ads: $196B
3. Amazon Ads: $69B
4. YouTube Ads: $40B
5. LinkedIn: $18B
6. Bing: $14B
7. Snap: $5.9B
8. Pinterest: $4.2B
9. Reddit: $2.2B
10. Twitter/X: $1.8B

[Guido Frigieri @Vascularized]

@fiscal_ai Surprised not to see @AppLovin on this list.
Their Axon-powered ad stack drove about $5.5B in revenue in 2025, making it one of the largest and fastest-growing performance advertising platforms in the US

[Guido Frigieri @Vascularized]

Vibecoding The Security Layer

[Guido Frigieri @Vascularized]

Vibecoding The Security Layer

[Guido Frigieri @Vascularized]

Love this new Claude model

Now my teammates need only to review it

[Guido Frigieri @Vascularized]

@VladBastion

[Guido Frigieri @Vascularized]

@GJarrosson That's a bs you know that?

[Guido Frigieri @Vascularized]

@StockSavvyShay @fiscal_ai Just stay away from it

[Guido Frigieri @Vascularized]

@garrytan What's missing is people brain, just stop think ai is magic and is the solutions for your problems. It's just a tool and most of the time e dumb one

[Håvard Ihle @htihle]

How far behind are open models?

Across 17 selected benchmarks, private ones show a gap of 8-10 months today, almost 2x the gap on public ones (4-6 mo).

More discussion (including limitations), code and blog in the thread.

[Guido Frigieri @Vascularized]

X is like the worst social put there, a lot of bugs and bots

[Fiscal.ai @fiscal_ai]

Advertising revenue on Twitter/X has dropped 59% since Elon acquired the company.

$TWTR $SPCX

[Guido Frigieri @Vascularized]

Why I don't have any ETFs in my portfolio?

Because I don't want an average return like everyone else

$DDOG $CRWD $SHOP $NET $RDDT $AXON

[Ashrith Sathu @sathuashrith]

i just hacked a YC company in 2.5 hours

i have their whole .env file lol

found the conversation chat, websocket, and an ai-based chat interface. then i told the ai to prove how smart it was as a performance challenge and got it to run bash commands on the server

i made it run a logger script and send files using curl. when i told it that sending files to an external server with curl was bad, it assumed logging locally was the safer option for performance testing

and there i had everything

backed by YC, EF, and Antler 👀

[Guido Frigieri @Vascularized]

@gustaf So i'm an operator or not?

[Guido Frigieri @Vascularized]

@_PXLWorld_ penetration tester to see if your app is secured

[Guido Frigieri @Vascularized]

@_PXLWorld_ did you ever did a pentest?

[Guido Frigieri @Vascularized]

life update: after nearly 2 years i’ve finally joined
@anthropicai as a customer

pumped to be a sponsor of this incredible team with $20/m

if you’re a founder who’s been building with claude, just stay away from me, i just want to talk with humans here

[Guido Frigieri @Vascularized]

If you are building with AI just skip this message and GTFOH

[Guido Frigieri @Vascularized]

@harshexists Mute

[Cody Schneider @codyschneider]

content marketing is the only moat left