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Wrote something over the weekend: open.substack.com/pub/briann99/p… Trying to reflect on a deal that I lost

Very interesting now that traditional VCs are also doing more liquid now

Can tell how Google is struggling now just given the numerous times recently when I open safari it wants to direct me to downloading the Chrome app…

IMO the simplest way for Google to embed Gemini is just to copy what Grok does on X: - let users highlight text on any site in Chrome - trigger AI interactions right there Way less intrusive (no shiny button), aligns with real user behaviour (questions arise while reading),

Not everything decentralised is better

Today we pay for prompting Tomorrow we pay for verifiability/proof

China just won.

I don't understand why there is so much backlash from crypto ppl in the comments below this tweet. Jack's tone might be harsh but it is CORRECT: the biggest value prop stablecoin is regulatory arbitrage. and it is OKAY (at least the TAM is big enough to make circle a $20b+

What do you think of in-flight note generating? Ali Haghani Circleback I always have a bunch of questions in the call but failed to remember all of them while still paying attention to what others are saying. Notes visualisation is also pretty cool sometimes just dont want

when Stripe goes public

London Underground Ads

A horizontal comparison of prominent SPACs experimenting with treasury strategies: Expecting Upexi to trade lower once SOL ETF approval with rotation happening

Good vibe ZuBerlin – Futura Garden

you simply can’t miss this

Will Mobile Unlock Adoption in Web3? Tomorrow (July 2) at EthCC - Ethereum Community Conference, Phoebe Beigbeder will join Côme Prost and Davo | Rebind to explore how mobile UX will onboard the next billion users. Today, you can already dive into the ideas behind it (link to full article in thread). 👇

if you as a company didn’t have a chance to interview soham it just means you are not good enough

OTC has emerged as a key winner this cycle — whether in crypto or AI, late-stage deals offer quick markups and the promise of a strong exit. For those not on the cap table, it's a missed opportunity. Party rounds are becoming the norm.