alexquant3
@alexquant3
Followers
397
Following
7K
Media
13
Statuses
7K
angel investor in 20+ startups; early bets on Solana, AAVE, Perplexity, Mesh network; run @lumlabs
Joined September 2017
a much larger issue here is that both kalshi and polymarket report volume on notional, not actual dollars traded if you buy a 1% chance for 1 cent it shows up as $1 volume! prediction markets are potentially misreporting volumes by 100x, not 2x
113
31
905
Give me the same PR manager
While cross-country skiing this morning, Dr. Karp decided to launch a new program: The Neurodivergent Fellowship. If you find yourself relating to him in this video — unable to sit still, or thinking faster than you can speak — we encourage you to apply. The final round of
1
0
2
Luxury brands mostly exist to signal status but feeling the need to signal status is actually low status the highest status people I’ve met look like they got dressed in 5 minutes at Uniqlo
0
0
1
Which company is the sexiest on this list?
The real frenzy starts once the most hyped companies go public. Space: SpaceX Defense: Anduril Al: OpenAl, Anthropic, xAl Robotics: Figure Al, Apptronik Fintech: Stripe, Revolut Crypto: Kraken, Ripple Chips: Groq, Cerebras Cloud: Databricks We haven't seen anything yet...
0
0
0
3 "unbelievable" Jensen Huang moments: $300K AI supercomputer → $4K box, still 1 petaflop. “Same horsepower, 1/75th the price, in your hand. 100,000x AI compute in ~10 years. Moore’s Law didn’t slow - AI opened a new lane. In 2–3 years, ~90% of the world’s knowledge will be AI
0
0
2
Insane good pitch
Brian Armstrong's original Coinbase pitch (2012) Listen closely and you can hear Paul Graham giving pointers on the storytelling
0
0
0
Prioritization is always key
When I started working with AI tools I liked that I could delegate work and leave my desk to focus on other things while it worked. I have a tendency to get locked in on projects and not be attentive to other things. Now I find I am just creating more projects and spending that
0
0
2
Wild that this sits at 600 views. Cleanest founder playbook I’ve seen in 2025. How/why to pick the right founder, find the market, run tiny teams, prioritize, don't scare compite with Big tech bros. 8 months to 100M ARR. If you run an AI startup, this becomes your bible.
1
0
1
The real moats in 2025: specific workflows, proprietary data with real switching costs, distribution, and UX that makes AI disappear into the job-to-be-done. Simultaneously: we are early (only a % are using AI properly) so this is an amazing time to start a startup.
Benedict Evans' new presentation just dropped: "AI eats the world" 90 slides on macro and strategic trends in tech. His biannual overview is always worth the time: https://t.co/GV4ga5Wo1S
86
335
3K
Founders mode
• @supabase - 30 former founders • @ExaAILabs - 10 former founders • @thecorgicompany - 30 former founders • @fyxerai - 20 former founders • @mintlify - 6 former founders
0
0
1
I like decentralized network for high-efficiency AI compute Mature white-paper
What is Gonka, Why It Matters, and How It Works Gonka is a decentralized network for high-efficiency AI compute, run by those who run it. Not a company. Not a platform. Not a startup. A protocol anyone can join, shape, and benefit from.
0
0
1
How network growth
my job is basically playing this in reverse
0
0
2
3/ My take: when agents are actually autonomous and Base-native with wallets, X402 becomes a real M2M paywall rail. Until then, neat demo for scrapers, limited scope, Solana memes
0
0
0
2/ That’s possible for crawler bots today that registered on Claidflare. Not for AI agents yet because: •no truly autonomous agents exist •agents would need to pay natively on Base
1
0
1
1/ People keep overcomplicating X402. It’s a simple primitive mostly built by Cloudflare + Coinbase. Not a full billing stack. Pattern is basic: agent hits an API, gets HTTP 402 - pay required, pays, gets the data.
1
0
1
Tell me your values AI model
New blog post (link below). This one's not an essay, it's an investigation of how LLMs trade off different lives. In February 2025, the Center for AI Safety published "Utility Engineering: Analyzing and Controlling Emergent Value Systems in AIs" in which they showed, among many
0
0
1
Alpha Arena is LIVE 6 AI models trading $10K each, fully autonomously Real money. Real markets. Real benchmark. Who's your money on? Link below
474
549
5K
I think the agent just will manage keys. The main shift will happen with businesses model and data accessibility where agents pay for consumption only, not default subscriptions. So looking for emergence new data providers who benefit this movement.
2025 is the year API keys die! x402!
1
0
4
“hardcoding USDe’s price to USDT… presents significant advantages without increasing the protocol’s risk” ~$30B was wiped in yesterday’s liquidation cascade. but it could’ve been so much worse... while $USDE depegged across defi and on most exchanges yesterday, its oracle
46
40
402
Pulse of x402
1
0
4