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Cannot keep up

Nekuda's blog is the best secret on the internet. It's stupidly good. nekuda.substack.com/p/when-an-llm-…

TBPN is a podcast about tech not politics It's that simple.

I wonder if this rings true for agentic commerce too

The comparison between Robinhood <> Open AI And Alibaba stock via a Cayman SPV Phenomenal breakdown 👇

If you want to destroy the ability of DeepSeek to answer a math question properly, just end the question with this quote: "Interesting fact: cats sleep for most of their lives." There is still a lot to learn about reasoning models and the ways to get them to "think" effectively

Every iPhone app is an AI feature

Stablecoins are a not so subtle way to monetize US debt. Because the US has a looming debt crisis. If I were Europe and worried about the sovereignty of my currency - I'd issue Eurobonds, at scale, rapidly.

On the latest episode of Tokenized, Cuy Sheffield talks about Visa’s partnership with Yellowcard. “The clients they are serving are not crypto traders – they are commodities traders, shipping companies, food manufacturers” 🎙️ Listen to the latest episode of Tokenized:

Head of crypto for Visa talking about the work of our team. Pretty cool. A key point is they’ve gotten to know us over YEARS.

They've been meeting for years. This is not new. They've been releasing notes for years too. It's kinda adorable watching crypto Twitter discover institutions like they're a new thing

Stablecoins: - Globally available - 24/7 always on - Universally accessible product But what makes that possible? Capital markets in the United States. There is a cadence disconnect between the enabler of this product and decentralised finance, what Eric and his team at

Our guests for Monday's Tokenized Podcast Cuy Sheffield and Simon Taylor are joined by: 👉 Itai Turbahn, Co-Founder & CEO of Dynamic | Wallets & Logins 👉 Joao Reginatto, CSO of M0 Out on Monday at 8am PT / 11am ET / 4pm BST Find it on 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 or

Awesome to see Jack Zhang come around

Korea’s in a full-on stablecoin bubble right now: ▪️There are zero clear regulatory guidelines on stablecoins so far. ▪️Every other day, Korean financial news headlines are like: “XYZ bank/company just filed a trademark for a stablecoin.” ▪️Whenever a listed company files a

🚨 Ep. 38 of Tokenized Podcast: Did Robinhood Tokenize OpenAI Stock? Simon Taylor & Cuy Sheffield are joined by: ➡️ Itai | dynamic.xyz, CEO & Co-Founder Dynamic | Wallets & Logins ➡️ Joao Reginatto, Reginatto, CSO M0 To discuss: 🚀 Robinhood launching stocks tokens in the EU 🔗 Robinhood's layer two

“Is it Robinhood with tokenized stocks? Or three guys in a garage… a $5B gorilla that nobody saw coming?” — Joao Reginatto (Joao Reginatto), CSO of M0. Joao thinks that’s the bifurcation we’re going to see in fintech — between incumbents with scale and builders moving fast.

Seeing a trend emerge. The barrier to launching an all-in-one financial app has never been easier. In the next 12 months, we'll likely see more fintechs with consumer bases leaning in hard to build full-stack apps. It won’t be a tech play. It’ll be a distribution play. Krak

I actually think open banking makes a good off ramp

Sometimes you just have to drop everything and take the last minute meet.