Victor Ma

@receiptsxyz building the IRL economy //

[Victor Ma @vmny]

make something people want to steal

[Victor Ma @vmny]

@ianschneids2626 looks fire

[Victor Ma @vmny]

@derekbrown good one

[Victor Ma @vmny]

thanks @cosign

[Victor Ma @vmny]

who do you want authoring the jensen/nvidia book?

a) patrick radden keefe
b) nick bilton
c) john carreyrou
d) ben macintyre

[Victor Ma @vmny]

@seanjagermann that feature is why they were a $20B co

[Victor Ma @vmny]

"most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism)"

this is the only stat you need to know to know everything about agentic commerce

shopping (window shopping and trip planning as part of this) is a leisure activity that people do to daydream, relax, and escape

i'm bullish on agents for chore work (getting out of jury duty, disputing charges, cancelling forgotten subscriptions)

people will always want to shop for themselves

[Craig Shapiro ⚽️ @cshapiro]

Interesting bits from Brian’s Airbnb earnings call about AI agents and consumer behavior:

— Airbnb gets ~500k bookings a day
— ”very non-material” traffic from Muse/Instinct
— says people *want* to browse: average user looks at dozens of listings and 25+ photos
— 90% of users message the host
— most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism)
— 80% of travels say they like doing their own travel research

[Victor Ma @vmny]

if your map doesn't look like this i don't trust you

[jack mcclelland @jackmcclelland]

why haven't tiktok / instagram built a delightful map view for saved videos?

we all bookmark restaurants, bars, coffee shops, and hotels we want to visit, and then never visit them

tiktok's map view is ugly and crashes (completely unusable), ig has no map view at all

[Victor Ma @vmny]

@mkobach same with shopping as a whole

[Victor Ma @vmny]

the dead internet is already here and ai is still in the early innings

social networks used to be the place where you could connect and interact with other people

now, you can't even be sure the person on the other side is an actual person, multiply this by billions

this is the decline of social networks as we know it

when people churn and are no longer scrolling, the downstream effects for content, advertising, and commerce will be massive

[Nikita Bier @nikitabier]

Anyone who says a social network wants bots is deeply mistaken. Human interaction is already scarce on social networks, since most people are passive consumers.

Bots displace this scarce resource:

Each bot reply means one human reply is not seen or engaged with by another human.

It’s nearly a 1-to-1 drop in product & business value—and likely has much bigger compounding losses when you account for people churning out of frustration.

[Victor Ma @vmny]

@michaelmiraflor 5 starbucks near us closed this year, just the ones in target are open now

[Victor Ma @vmny]

can't get a coffee in ft greene before 8 AM, some cafes aren't even open on mondays at all

blank street serves coffee in the morning when people want to buy coffee

this is why they're worth $1B

[Heshie Brody @heshie]

it’s crazy that the only cafe open on a sunday morning at 7am in brooklyn is a blank street

[Victor Ma @vmny]

@maxogles hard to beat target

[Victor Ma @vmny]

where you living?

[Victor Ma @vmny]

@DylanAbruscato ai is gettin good

[Victor Ma @vmny]

best domain broker in the game right now @rob

[Elliot Silver @DInvesting]

I updated the article to include confirmation that the domain name was acquired.

@rob from @snagged represented the buyer for this domain name acquisition.

[Victor Ma @vmny]

@signulll @rexsalisbury say more?

[Victor Ma @vmny]

leading indicator

[Aziz Sunderji @AzizSunderji]

Remember the Starbucks effect? It's faded: homes near a Starbucks are worth just 16% more than otherwise similar places. Meet the Club Pilates effect: homes nearby are 64% higher.

[Victor Ma @vmny]

@naometzger another PRK classic, such a fun read

[Victor Ma @vmny]

@patrickc @privy_io @stripe legends