TOLLY is growing into a home for traders, creators and AI agents on Arc. Discover markets, trade with advanced tools, understand wallet activity and manage your portfolio. Launch V3/V4 tokens with creator tools and TOLLY’s fee flywheel built into the experience. Bring your own agent through bloom_directory or connect a compatible AI assistant through TOLLY’s MCP server. With x402, agents can access research, market data and transaction preparation on demand, paid in USDC with spending limits you control. Trades and launches remain yours to approve. Agent Exchange is where we’re taking this next: a marketplace where you’ll discover agents, compare their services and hire them for the task at hand. Turning agent capabilities into tools people can actually use. Built on Arc. For traders, creators and the agents working alongside them.

$META launched Meta One, a global subscription spanning Instagram, Facebook, WhatsApp and Meta AI. Plans start at $2.99/month for individual apps, with bundles up to $19.99 offering expanded AI and creator tools. Meta One has already reached 15M subscriptions and trials.

Here’s a look at our latest @YouTube updates from the month of August: ✏️ Introduced interactive museum experiences on YouTube Kids, back-to-school offers with @Google AI Pro and YouTube Premium, and Ken Burns content on YouTube. 🎥 Teamed up with @Variety & @TIFF_NET to debut two Creator Premieres, and the National Film and Sound Archive to preserve creator history. Plus, YouTube’s Pedro Pina hosted the MacTaggart lecture. ⚙️ Expanded creator tools with Live Practice Mode, Get Feedback in Shorts, and @amazon tagging in YouTube Shopping. Plus, announced a £3M investment to power UK regional creative hubs over the next 3 years. 🎨 Reduced clutter, simplified navigation, and put creators' content front and center with new updates to our look and feel (stay tuned for more!) 🎶 Tuned in with global fans for live sets from Fred again.. and LATIN Mafia, and the @LAPhil's "A Concert for Venezuela."

The SpaceXSI team just gave me 50 FREE codes for one month of The 𝕏 Subscription Super ($100 tier) to give away to you guys! And I want to give them to the most creative people here....who really want to try it The new 𝕏 Subscription brings everything together in one plan: • 𝕏 Premium — premium features and creator tools • Grok — SI chat, voice, image and video generation • Grok Bot — SI agents that get real work done • Cursor — local and cloud coding agents Here's the challenge: Tell me how you'd use Grok Bot to get your work done It could be anything: building something, automating your workflow, running a business or a completely crazy idea Drop your best ideas in the replies... I'll pick 50 of the most interesting and creative responses Let's see what you've got.... Note: Each code provides 1 month of Super, valid for new users only.....

A major week of building at TOLLY. We brought our rebuilt backend and modular application into production with substantial upgrades to the infrastructure, market data and trading tools behind the platform. Here is what that means for traders and creators: A modular TOLLY Markets, Trade Studio, Portfolio and creator tools now connect through a shared architecture, giving us a stronger foundation to expand the platform while keeping trading behaviour consistent. Rebuilt market infrastructure A new API, indexer, database and market publisher with clearer separation between collecting onchain activity, processing market data and delivering it to traders. Better market visibility Improvements to V3/V4 token discovery, pool selection, liquidity reporting, token logos and historical to live chart continuity. Expanded trading capabilities Kyber-powered route aggregation alongside native pool trading. Limit orders integrated into Trade Studio with chart controls, expiry, order history and cancellation. Stronger V4 creator automation Expanded keeper support across Standard and Custom launches, plus creator-fee settlement that considers payout value and gas costs. A substantial upgrade to how TOLLY operates and a foundation we can keep building on. The updates keep coming. Built on @arc

Earlier, we teased a busy week behind the scenes. Here’s what’s changed,and what it means for you. This round of updates gives creators more control and makes browsing and trading on Tolly smoother. Some of it you’ll notice as you browse and trade. Some of it lays the groundwork for the products coming next. Modular architecture Markets, charts, trading, launches and creator tools now have their own building blocks. We can upgrade individual parts and add features without repeatedly changing the whole application. A rebuilt indexer Our rebuilt engine turns blockchain activity into token listings, pools, trades, charts and market statistics. Browse and trade the totality of Arc from one hub. More creator control V4 contracts support separate buy and sell taxes and custom allocations of creator-added tax. Our fixed 1% base fee and its 64/12/10/9/5 split remain unchanged. Everything on top is configurable, giving creators more control over their revenue. More consistent market data We’ve corrected issues across launch classification, pool identification, charts and rankings. Liquidity now focuses on quote-side funds available to sell into, without inflating the figure with the token’s own side. Faster browsing Tolly launches and external markets can use prepared market snapshots, letting your browser load rankings without repeatedly rebuilding them through blockchain calls. More control for creators, a smoother experience for traders, and a foundation we’re excited to keep building on.

Top AI Projects on @base This Week 1. @AskSurplus - unused AI capacity turned into paid inference 2. @aeonframework - autonomous agents scanning and fixing vulnerabilities 3. @AskVenice - private, uncensored AI for millions of users 4. @virtuals_io - agent economies, tokenized assets, and autonomous markets 5. @bankrbot - AI-powered trading, launches, and onchain execution 6. @OpenGradient - private model access and x402 inference 7. @KorProtocol - AI identity, creator tools, and agent coordination 8. @reppo - shared intelligence for agent-driven trading 9. @officialbunnyos - AI agents operating inside persistent worlds 10. @gitlawb - agents that work across code and blockchain data Which project is leading the next Base AI cycle?

The thesis for someone acquiring $SNAP, fixing 4 things, and making billions. The whole company trades at a $7.8B market cap. They did $5.9B in revenue last year, they have $2.9B in cash, they just turned free cash flow positive, and 474 million people open the app every single day. The market values a Snap daily user at roughly $16. Meta values its users at around $130. That's an 8x gap on the most coveted young audience in the world. Pretty crazy. It smells like an opportunity but do your own research Here's how I'd turn it around: 1. Pivot from ads to live shopping. The way it already prints billions in Asia. This alone might be bigger than their entire ad business one day. 2. Turn Snap into an app studio. Spin up standalone AI apps, a dating app, a photo app, an AI companion, a creator tool, and hire world-class GMs to run each one. Bending Spoons meets IAC, except every app launches with an audience already inside it. 3. Build the teen money layer. Every fintech (Cash App, Chime, Step) burns hundreds of dollars per user chasing the under-25 audience. Snap already has them. Peer-to-peer payments, a teen debit card, splitting costs with friends you're already chatting with. A fintech with zero acquisition cost. 4. Unlock the gaming network hiding in plain sight. Hundreds of millions already play Lens games and AR experiences. That's a console-sized audience treated like a side feature. Add payments and creator tools and you have a mobile games platform that never had to acquire a single player. I already know the replies. "Evan will never sell." Probably true today. He controls the voting shares and he's attached. But every founder has a number, and my guess is the board might be frustrated with a stock price that's been hurt so bad. I'm not saying it's easy. I'm saying the asset is mispriced whether or not he picks up the phone. "He's pouring money into Specs." This is a symptom of a bigger issue. While building VR is extremely cool/interesting, point that capital at the existing audience through software, and my thesis is you'd see way better return. "Snap users don't have money." Neither did Instagram's in 2012. Young audiences age into spending power, and the platform that owns them at 18 owns them at 30. You're not buying their wallet today. You're buying it for the next decade. "It's a declining business." It grew revenue 11% last year and turned free cash flow positive. That's not a dying company. That's a profitable one trading like a dead one because Wall Street can only picture it losing to Meta at ads. TLDR; I think $SNAP may be mispriced relative to its audience, cash flow, and optionality. Maybe they turn it around themselves, or maybe someone reading this helps them. Tell me why acquiring Snap is a bad idea. Am I wrong? (Quick flag since it's a real ticker: this is a thesis for fun, not investment advice. Real risks exist, shrinking North American users and regulatory pressure on teen usage chief among them. Do your own research.)

We grew from ~0 to $500M ARR, adding $250M last year alone while being EBITDA profitable. 1,300-word post on every growth tactic that worked for us: 1. What got us from 0-$400M ARR in the US works in every country. 2. Retention and Monetisation Hacks. 3. Localization > Translation. 4. Experiment with $1M internal seed checks. 5. Pivoting to only AI content production unlocked 100% ARR growth. Pocket FM is like Netflix for audio-only dramas, with our own pool of one-person studios. 1. Acquisition Playbook for 0-$10M ARR in any country in 6 months We run a 90 sec video trailer of an audio drama as an Ad and ask users to download the app if they're interested in the rest of the story. Our core insight after spending >$100M on acquisition is: If the clickthrough rate (CTR) for an ad goes from 2% to 2.25%, our customer acquisition cost (CAC) decreases by ~ 30%. We remodelled our system around this insight and built an AI-first 2.25% CTR ad manufacturing machine that works in every country. For every new country, we take our hit shows -> use LLMs to extract and most intriguing moments -> Write a 5-min script combining all the best parts. The first 60 seconds has to have a hook every 5 seconds and needs to end with a crazy cliffhanger to force a download mid-scroll. If a marketing video is not hitting our benchmarks (2.5% CTR and 55% 3-second through-play), a creative director gets involved to change the hook or cliffhanger to get the numbers there. AI lets us make 1,000 Ads per show, and in total we do ~17.5k Ads per month. When a business creating scales from 1k to 10k Ads, the normal thing is for CAC to skyrocket. But with what I just shared, we 7-8x'd our User Acquisition budget without increasing our CAC materially. It took us 8 months to figure this out, but then the timeline from 0-$10M in every country got shorter and shorter: US revenue grew to $25M in 19 months. (US is now 78% of total) Germany to 21M in 11 months. France to $10M in 3 months. 2. Retention and Monetisation Hacks. We knew we wanted to create an audio entertainment platform, but there was no standard format. For the first 2-3 years, we tried 10 different formats before landing on the winner. After we got it right with audio drama (8-12min chapters, written for mobile fiction, serialized, episodes have strong hooks and end on cliffhangers), avg daily streaming time went from ~25mins to 150+. Audio drama made us realize that Pocket FM was creating a whole new medium. There was no playbook for anything that we were doing. Everything had to be thought & built from scratch. This is what we did for each major bullet: - Monetization: Users have some free daily minutes to listen; then it's pay per episode. We also added the option for users to unlock episodes by watching ads, which is doing extremely well. Ads scaled from zero to a ~$90M run rate in 12 months. - Engagement & production: You don't become obsessed with an app you open once a week. To have users engage daily, we make the next episode free every day. Also helps them build the habit. - Discovery. Huge problem because people consuming Pocket FM enter the app, tap the show, and lock the screen. We fixed it by doing "playlists" of episodes. Once users's free minutes on a show are done, we ask users if they want to pay. If they say no, we play a new show, one where they haven't used their free mins. And we stitch episodes of different shows together that way, creating natural discovery. 3. Localization > translation. 78% of our revenue is still concentrated in the US. Localisation is fixing this: You might write a show for a Spanish audience where language, jokes, folklore, have a certain flavor; if you merely translate the show for, say, a Norwegian audience, that color is lost and hurts the show in the Norway. Listeners would relate more if the show was written by a Norwegian. That's why, instead of translating, we localize shows to different regions. We use AI to take the spine of stories and adapt their whole cultural layer to the other country. The results: a US show that was localized for a German audience had 50% higher retention than the translated version. Localization + our user acquisition playbook led to: - $10M+ ARR in France within 3 months - $21M+ ARR in Germany within 11 months. And this expands writers' addressable market. We get messages of writers thrilled to have revenue coming from the US, India, EU, LatAm, without them doing much incremental work. 4. Experiment. We give $1M checks to new internal initiatives, and the team has 12-18 months to prove their thesis. If they prove it, we double down. This is how Pocket Saga came about, our AI video microdrama app. It's an AI video equivalent of Pocket FM. Same shows and structure, but as a vertical 2-min mobile video series. We launched it two months ago and it's at ~$15M ARR. Pocket's broader thesis is to help creators tell their stories to as many people as possible. Start with audio drama -> multiple languages or localize to diff countries -> microdrama -> more formats like movies, TV shows, and games. Best of all is that writers get revenue streams not only from countries they wouldn't have tapped into, but also from formats they wouldn't have thought possible. 5. Pivoting to only AI content production unlocked 100% ARR growth. In mid-2024, we pivoted to only AI content production. Our growth took a very direct hit. Pocket was already at $200M ARR, growing 50% YoY, and we flatlined for a whole semester. Six months later, the business exploded. After the switch, we went from ~25k hours of content produced per year to over 2.5M hours, which are also higher quality. Because AI orchestrates the writing and more data is fed into it, more blockbusters come out. Over 90 titles have $1M+ in lifetime earnings and 13 crossed $10M. Quality control is done with LLM as a judge, and LLMs are quite tough. Results are very encouraging: - 12-month revenue retention went from 44% to 76%. - In the past year, we added $250M in net new ARR. __________________________________ Pocket Entertainment (Pocket FM + Pocket Saga) has become the largest AI entertainment platform. We have the largest storytelling catalog with 770,000 titles, 550k creators, and 5.5B hours of playtime with minute by minute retention & engagement data. We are using all of this data to improve every aspect of our business. Our Bet: In the next 3 years we will be able to produce Naruto-like series for $1000. Netflix has to spend $17B to find 100 Blockbusters per year. What happens when you can produce 1M high quality shows for $1B? The streaming wars caused a $300B reallocation of market cap. The AI entertainment wars may be a $1T+ reshuffling of market cap. We are at a unique spot. Unlike other AI creator tools like Runway or Midjourney, we own both the supply and demand side of AI content. We've attracted over 550,000 writers who are producing an annualized 2.5M hours of content every year. This pairs with 137B+ minutes streamed. Because of this, growth is accelerating as we scale further. We have multiple S-curves inflecting at the same time: - AI produces better and more ads -> scale faster in new countries - ⁠Writers + AI produce more shows -> more blockbusters - ⁠Localisation -> more reach per blockbuster - ⁠Audio to video format expansion -> larger TAM -> more creators Every aspect of our business is designed to improve another, and everything is aligned so that the number of blockbusters continues to rise. If you're interested in building at the intersection of ai, tech and entertainment, DM me.