Zain Crafted

Solopreneur mentor from London. Mastering tiny gains for massive success. Wealth-building guide, history buff, and avid gardener.

[Ken Guient @KenGuient]

Please stop farming comments under big accounts.

Can't tell you how many founders I know who spend 30 minutes every morning leaving only replies on a 200k+ account hoping a slice of that audience clicks through.

The ones who click are still following the big account. Not you.

Do this instead:

Comment on the accounts your buyer already reads. Smaller ones. MAybe a consultant your ICP actually replies to.

Answer the question better than the original post did.

Then write your own post about that problem within the next 24 hours.

You want to be the account other people comment under. That doesn't happen if you only comment under big pages.

[Zain Crafted @zcuratesbest]

@DsMatie Empty post. Move on.

[Erick Erickson @EWErickson]

I had ditched Grammarly for Claude for proofreading because it does a better job. But now the stuff I've written will be watermarked that Claude did the work. This is ridiculous.

[Zain Crafted @zcuratesbest]

@TheAnnaGat Most people chase grand problems they can't solve. Feynman solved what was in front of him. And it built everything.

[Zain Crafted @zcuratesbest]

@aaliya_va The posts that landed hardest for me were the ones I almost didn't publish. They had heat.

[Zain Crafted @zcuratesbest]

@FintechSIN AI demand only grows. Infrastructure follows. And energy costs decide where it lands.

[Zain Crafted @zcuratesbest]

Can't quote what isn't there.

[VentureBeat @VentureBeat]

AWS just made a bold power move in AI coding by embedding security into OpenAI and Anthropic tools
https://t.co/Fs4oYZdy1B

[Rez Karim @rezkhere]

polsia is on billboards in sf now.

- $250m valuation
- $30m round.
- $10m run rate

an AI that ran the fundraise itself and had all of tech talking for a week.

there's a youtube channel, a film crew, an agency running the strategy.

but that's month 8.

here's month 1.

ben throws himself a birthday party in paris.

designs a little poster with the address and the time. sticks "sponsored by polsia. com" at the bottom and sends it to 200 people.

half of whom don't even live in the city.

that was the whole marketing budget.

tech moves fast in general. but gen AI might be the fastest space to build on in the last decade.

[Tyler Denk 🐝 @denk_tweets]

the age of the “influencer” is over

the age of the expert with 10+ years of experience, sharing it online for the first time, is just beginning

we are very early

[Zain Crafted @zcuratesbest]

@khemaridh The execution is everything. Everyone has the idea. Few actually pack the bags.

[Zain Crafted @zcuratesbest]

@byAnhtho The meter is always running now. SaaS pricing wasn't built for this. Whoever hesitates eats the bill.

[Zain Crafted @zcuratesbest]

Financial innovation always chases the asset. The gap is unit economics. Energy costs per compute unit swing 5x depending on where you build.

[Alex Brogan @_alexbrogan]

The best way to understand NVIDIA's $500B financing announcement is to read @NecessaryForm's palladium essay.

The core point is that American technological supremacy has never been separable from American financial innovation (the railroads led to the invention of preferred stock and credit ratings; venture capital made the transistor investable; SAFE’s made early stage company formation simpler), but we’re yet to face an asset as difficult as AI compute to underwrite.

To date, AI infrastructure has been underwritten by the highly cash generative MAG7 and venture capital. The instruments and standards that will unlock the next phase do not yet exist.

While this is a step in the right direction for arguably the most important technology of our time, it's still imperfect as NVIDIA is guaranteeing the financing through residual value purchases (for up to 25% of GPU value).

Standardized compute offtake contracts that tranche and distribute the various risks, rating methods, and securitization channels for assets under construction all seem feasible and likely parts of the solution.

The full article by Daniel is in the comments.

His company @squaretower_ are working with AI labs, cloud providers, data center operators, exchanges, and financial institutions to solve this problem.

[Zain Crafted @zcuratesbest]

@theoliveranwar Seems to be the going theme. Outsource blame instead of fixing habits. Sleep, gym, diet. Start there.

[Zain Crafted @zcuratesbest]

@UnrealBarnet 800k for Tooting. And people wonder why founders are looking elsewhere.

[8 Fundraising @8fundraising]

150 seed VCs, one named partner per firm, direct emails included.

Not the info@ inbox, the person who actually reads seed decks.

What one named human per firm actually changes:

Every founder has the same spreadsheet somewhere. 500 VCs, four columns, downloaded in a panic on a Tuesday. It never got sent.

The reason is always the same. A firm name is not a person. You cannot write to Sequoia Capital. You can write to a partner at Sequoia Capital who has seed in their mandate, and that is a completely different email.

So we built this one the opposite way round. One firm, one human, the one your deck is actually for.

→ 150 firms, exactly one named partner each
→ 91% with a direct email rather than a shared inbox
→ 100% with a live LinkedIn profile
→ US, UK and Europe in one sheet

Sequoia Capital, Andreessen Horowitz, Founders Fund, First Round Capital, and a European bench that runs from Heartcore to Ventech.

Three things we found while curating, worth stealing even if you never open the list:

→ Partner is a title, not a job. The base is full of partners of people, partners of platform, partners of operations. A head of people at a venture firm is a genuine partner and a dead end for your deck. All 150 were hand-checked for whether they sit on the investment side.

→ The name on the door is not the name in the inbox. One London firm's partners resolve to the domain of the fund it now sits under. Send to the obvious domain and you bounce.

→ The megafunds run first-name inboxes, the boutiques run initials. Know which shape you are looking at before you buy anyone's data.

Most firms in the base carry two to four seats. Picking which one is the work.
If you want the list:

1️⃣ Comment "SEED" and we'll drop the link below
2️⃣ Like this so more founders raising see it
3️⃣ Repost if you know a founder still building their list by hand

P.S. Save this post for early access 🔖

#fundraising #venturecapital #seedfunding

[Zain Crafted @zcuratesbest]

Data centers follow cheap baseload power. Someone always picks up the tab.

[AI-Curious @AiCuriousHQ]

$63 billion in electricity costs. Data centers drove about $30 billion of it.

But they weren't paying the full $30 billion.

So who was?

@AriPeskoe of @Harvard_Law explains why the AI data center boom is raising a much bigger question: how much should data centers actually pay for the infrastructure and electricity they require?

Hear the full conversation on AI Curious.

Link in the replies.

#AI #DataCenters #Energy #AICurious

[Zain Crafted @zcuratesbest]

@Skolex5 Goals before tools. Most skip that step and wonder why nothing compounds.

[Zain Crafted @zcuratesbest]

Building bigger starts with small decisions. Tiny gains compound.

[Aditya Agarwal @adityaag]

The most ambitious founders are building bigger than ever before.

My conversation with @tbpn on what's next for @spc

[Zain Crafted @zcuratesbest]

@DenizTheTrader Most never reach that realization. They just keep swapping tools.

[Tech_baby @Tech_babby]

I think this man deserves an Oscar for the level of intentionality he puts into every single article.👏🏾 He calls out the hype built around AI and how people are refusing to do the real work to make money! Zero strategies. Zero execution. Just hype.

Read this before Monday!👇🏾