Giuliano Giacaglia 🌲

@giu

621 Following

191556 Followers

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Giuliano Giacaglia 🌲

@androidsixteen.eth and I have been building something for the past few months and we are finally excited to introduce Pinetree 🌲 Check out the video below: https://pinetree.so/video/0x8ad9e7630bbb2abc6f5d167e04df79443a9cdc2d

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Giuliano Giacaglia 🌲

Amazon has deployed 1M robots. This is just the beginning

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Giuliano Giacaglia 🌲

Consumer crypto is still in its “GPT-2 moment”: the infrastructure works, growth curves are bending upward, and a true inflection point is close. What makes crypto distinct from Web2 is that it turns everything into a market. Early products look like trading hubs and casinos because they can profit with only a handful of users that can tolerate high fees, but that ceiling is low, since most people aren’t gamblers. The next wave of crypto consumer apps will monetize by building full-fledged economies around their products. Farcaster is at the edge of this. That changes the game in two ways: - Higher LTV per user. When users own and trade assets, their economic value skyrockets. - A bigger, slower path to scale at first. We’re at the early stage of the S curve here. To cross the chasm, teams must abandon the comfortable, highly profitable niche and chase mainstream users. Revenue per user starts lower, but total revenue balloons as the user base compounds. There is already 250B worth of Stablecoins circulating, even with today’s small user pool. That is proof that we’re only scratching the surface. Onwards!

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Giuliano Giacaglia 🌲

Dollar has the worst start to the year since 1973 😮📉

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Giuliano Giacaglia 🌲

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Giuliano Giacaglia 🌲

AI labs are spending huge sums to acquire top talent and release the best models in the race to dominate the LLM space. It's effectively a capital arms race where the consumer ultimately wins. But without deep pockets, it's hard to even participate. Right now, it doesn't really feel like capitalism in the classical sense; as Peter Thiel argues, true capitalist success isn't about fighting for market share but about creating monopolies

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Giuliano Giacaglia 🌲

Perfect set to kick off the week and get things rolling! https://pinetree.so/video/0xc4f300cb57de0fb2d3207423b09183b32891f9b4

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Giuliano Giacaglia 🌲

The fight for “super-intelligence” is a bit misguided when framed this way. There wasn’t a single company that controlled the “super-machine” during industrialization. Instead, there was a plethora of machines, each designed for different tasks and use cases. There was no single machine to rule them all. The same is true for intelligence. That doesn’t mean LLMs aren’t extremely useful or valuable. They clearly are, and they’re already creating significant economic value. What makes sense is the competition over the revenue generated by these tools, much like the competition among companies building, selling, and using industrial machines to serve different markets

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Giuliano Giacaglia 🌲

Self-driving cars will be in every city in the U.S. soon. What are going to be the 2nd order effects? Will cities design change? Will there be more traffic? Will people buy less cars?

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Giuliano Giacaglia 🌲

AI companies are more global than the average SaaS company according to Stripe data

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Giuliano Giacaglia 🌲

Much of Silicon Valley runs on hype and trends. But the most successful companies aren’t chasing the latest wave. They're focused on building genuinely valuable products. Of course, new platforms unlock new possibilities. Mobile enabled Uber. SaaS enabled Datadog. But blindly following hype isn’t a strategy. That’s why there’s a graveyard filled with failed “social mobile” startups, “Uber for X” clones, and self-driving car moonshots. Today’s clearest example? Cursor for [insert use case].

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Giuliano Giacaglia 🌲

Really interesting interview with Tarek Mansour, the CEO of Kalshi, about their growth and strategy. One of the most interesting tidbits is that they moved out of SF to NYC and they have encountered a lot of success with talent there https://pinetree.so/video/0x8a4eb26b29118bfe63dea1adb46f8a8735d2e33a

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Giuliano Giacaglia 🌲

Is this chart correct? Is an Americano a C?

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Giuliano Giacaglia 🌲

Slowly then suddenly. Replit just crossed 100M ARR 📈📈📈

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Giuliano Giacaglia 🌲

Texas is buying $10M worth of Bitcoin to add to its strategic reserve. 🤠📈 This is a big deal given that Texas will be in a year or two the biggest economy in the U.S. This is just the beginning and it will likely mean that Texans will be much wealthier in the years to come!

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Giuliano Giacaglia 🌲

It is pretty impressive what Cursor has done in such a small amount of time. It is also curious that Windsurf has only a very small percentage of spend share according to Ramp. Likely, OpenAI will have to integrate pretty deeply to gain more market share!

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Giuliano Giacaglia 🌲

It is pretty incredible what Waymo and now Tesla (with Robotaxi) are doing across cities in the US. Yesterday, Tesla Robotaxi started serving the area of Austin. It feels like a sea change on how we commute. The implications will be massive. How will cities change because commuting will be cheaper and safer? How is car ownership going to change?

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Giuliano Giacaglia 🌲

Stablecoins are just starting and the Genius Act will turbocharge the adoption of it. Stablecoins are the equivalent of dollars on the web and it will be adopted by every single company. Dynamic is making it super easy to adopt it. This is a big deal!

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Giuliano Giacaglia 🌲

This week @pinetree, we: - Replaced Signers with SWIF. Signing in is now lightning-fast ⚡️ - Overhauled authentication: creators can now view their private videos 🔒 - Refreshed mini app embed experience - Improved mobile video player and controls 📹 - Fixed thumbnail update bugs 🖼 - Started v1.1 🧐

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Giuliano Giacaglia 🌲

ChatGPT mobile DAUs just surpassed X! Wild! 🤯📈

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