Giuliano Giacaglia 🌲 pfp

Giuliano Giacaglia 🌲

@giu

620 Following
191450 Followers
Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
@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 🌲 pfp
Giuliano Giacaglia 🌲
@giu
The flippening: VanEck CEO says more Americans now own Bitcoin than gold 📈 37M Americans own exposure to gold, while 50M Americans own exposure to Bitcoin
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
This spreadsheet shows the coverage of VC firms on companies that are worth >5B. It’s interesting to see that no firm, regardless of brand strength, truly controls the best deals. It also highlights that investors’ biggest wins often align with their domain expertise. Alfred Lin (former Zappos) invested in both DoorDash and Instacart Micky Malka (former Lemon) invested in both Coinbase and Brex https://docs.google.com/spreadsheets/d/1iibGnQFvL5zB9o8bwGTA5uQYmqGWBviW7eK_FH0LMW0/edit?gid=1775519312#gid=1775519312
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Oh no!!! 🤣😂
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Just a reminder: there are tons of bangers created by @0xgourmet https://pinetree.so/profile/0xgourmet
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Amazon has deployed 1M robots. This is just the beginning
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
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 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Dollar has the worst start to the year since 1973 😮📉
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Let's go!
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
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 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Perfect set to kick off the week and get things rolling! https://pinetree.so/video/0xc4f300cb57de0fb2d3207423b09183b32891f9b4
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
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 🌲 pfp
Giuliano Giacaglia 🌲
@giu
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 🌲 pfp
Giuliano Giacaglia 🌲
@giu
AI companies are more global than the average SaaS company according to Stripe data
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
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 🌲 pfp
Giuliano Giacaglia 🌲
@giu
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 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Is this chart correct? Is an Americano a C?
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
Slowly then suddenly. Replit just crossed 100M ARR 📈📈📈
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Giuliano Giacaglia 🌲 pfp
Giuliano Giacaglia 🌲
@giu
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 🌲 pfp
Giuliano Giacaglia 🌲
@giu
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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