Jesse Walden pfp

Jesse Walden

@jesse

262 Following
61222 Followers
Jesse Walden pfp
Jesse Walden
@jesse
on agi eve https://www.mixcloud.com/NTSRadio/eclair-fifi-w-martyn-bootyspoon-23rd-january-2025/
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Jesse Walden pfp
Jesse Walden
@jesse
this issue of the @variant newsletter is a banger a lot of good stuff rounded up from the last month or so. https://blog.variant.fund/the-ai-and-daos-edition
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Jesse Walden pfp
Jesse Walden
@jesse
https://www.nts.live/shows/franchise-radio/episodes/franchise-radio-11th-january-2025
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Jesse Walden pfp
Jesse Walden
@jesse
*proud* https://x.com/jessewldn/status/1880043290407661782?s=46&t=wQXqvpirzg313128L3-p1A
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Jesse Walden pfp
Jesse Walden
@jesse
A lot of hot air out there on Crypto x AI. This piece is makes the fundamental case for why crypto stands to make AI better on the merits.
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Jesse Walden pfp
Jesse Walden
@jesse
https://www.mixcloud.com/NTSRadio/the-slip-12th-january-2025/
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Jesse Walden pfp
Jesse Walden
@jesse
thank you to @horsefacts.eth for giving this update on Farcaster at @variant's investor day in November. he discussed why programmable social is a "big idea," product-led protocol development, what drove 30x DAU jan-july, frames, membership-based channels, AI agents and a bunch more. https://www.youtube.com/watch?v=pfKqRKkLNW8
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Jesse Walden pfp
Jesse Walden
@jesse
Good story on the origins of Phantom wallet, and whats been driving their rocket ship growth in 2024. One of the few crypto products with millions of DAU/MAU/MTU https://x.com/jessewldn/status/1876658341813821944
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Jesse Walden pfp
Jesse Walden
@jesse
at our team meeting yesterday, we were talking about a shared memory layer for agents as an enabler of composability—and therefore, more specialized/simple agents to work together to accomplished more complex tasks, towards "DAOs 2.0"
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Jesse Walden pfp
Jesse Walden
@jesse
Squinting at the crypto x AI Agent hype theres a kinda new, kinda old, still fuzzy angle on a "big idea" I've been excited about for over a decade: all the world's media onchain. something like... AI agents form the demand side of a market for onchain media. Agents "mint" to own media for training or some other objective. This demand for low-value mints drives onchain as the standard "port of entry" for all internet media hard part is thinking through which agents/media types to start with, and what that market/standard looks like. if you have thoughts please HMU :) A few blog posts on this topic below from @fredwilson, @jacob, yours truly.
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Jesse Walden pfp
Jesse Walden
@jesse
Hey @awesome-o can I get my farcaster wrapped please?
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Jesse Walden pfp
Jesse Walden
@jesse
Me and @paulframbot down by the schoolyard Please watch/share :) https://x.com/jessewldn/status/1869482665591931109?s=46&t=wQXqvpirzg313128L3-p1A
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Jesse Walden pfp
Jesse Walden
@jesse
DAOs 2.0 https://jessewalden.com/daos-2-0/
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Jesse Walden pfp
Jesse Walden
@jesse
new variant investment im very excited about https://x.com/jessewldn/status/1866523066911666527
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Jesse Walden pfp
Jesse Walden
@jesse
Morpho had a non-transferable token onchain for 2+ years. Not points, the actual token. More teams should do this. Self-selects for users who care about ownership and are more long-term.
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Jesse Walden pfp
Jesse Walden
@jesse
Media sites blocking LLMs from summarizing full articles What’s the best hack for this currently?
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Jesse Walden pfp
Jesse Walden
@jesse
Variant had its annual investor meeting on Tuesday. This is the gist of what I told LPs about the last few years and where I hope we're going: https://jessewalden.com/beyond-speculation-and-stablecoins-cryptos-next-phase/
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Jesse Walden pfp
Jesse Walden
@jesse
who should I dm next?
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Jesse Walden pfp
Jesse Walden
@jesse
Phantom is #5 in the App Store
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Jesse Walden pfp
Jesse Walden
@jesse
Rare: engineer, former founder, lawyer, investor Ask a team in our portfolio and I guarantee they’ll share my experience that working with Dan is energy inducing.
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