The year: 2022 The stock: $META Meta Revenues in 2022: ~$115 Billion Analysts & the Market's take on Meta: FB and Instagram are losing to Ticktock, YouTube and Snap. Product usage has peaked. Mark Zuckerberg is stubbornly wasting tens of billions on AR/VR with huge losses and he clearly doesn't get it. Sheryl Sandberg, the COO who is credited with much of Meta's success, sees the writing on the wall and leaves the company. Overall assessment in 2022: Meta is dead. How did that prediction turn out? 2026: $META Revenue: $252 Billion (up ~120% from 2022) Since Meta was declared dead in 2022, the company has added more revenues than it had in 2022! The equivalent of creating a new business, bigger than 2022 Meta! Interestingly, all of that growth has come from the same products that were declared dead in 2022. @finkd's "stubborn" investments in AR/VR also meant that it would be well-positioned (from both a talent and Datacenter perspective), to enter the AI race. So far Meta hasn't had much direct revenue from AI, but it's now releasing new AI products on a regular cadence and is considered 1 of the top 5 players in the AI race. Meta Connect 2026 which is Meta's big annual event where they launch new products and announce there plans is less than 30 days away. I might be more excited about Meta now than I was when I was accumulating it in 2022!

I was following Polymarket and noticed some interesting prediction opportunities, but the problem wasn't the analysis. The real problem was that most AI Agents today run on someone else's server. You give them permission, and they execute. But if something goes wrong, the conditions change, or the server goes down, you don't really own anything. That's what made the whole concept feel incomplete. With @meetmotes , an Agent isn't just a program acting on your behalf. Every Genesis NFT is linked to its own Smart Account. The Agent operates within that account, under the spending limits, permissions, and risk parameters you define in advance. Execution is autonomous, but ownership and control remain yours. It's not "give your money to an Agent." And it's not just another bot running on an external server. One NFT. One Agent. One account you control. 20,000 NFTs. 20,000 Agents. Each one designed to operate across Polymarket and DeFi on RobinhoodApp, following the rules set by its owner. The real difference isn't simply having AI. It's owning the Agent, defining its rules, and remaining in control even while it executes. Your NFT. Your Agent. Your Rules.

i think a lot of founders have the wrong mental model of token launches. they're optimizing for launch conditions instead of long term price discovery. a bull market gives you liquidity, attention and speculative demand. but it also gives you inflated expectations, aggressive valuations and buyers who are often more interested in the next rotation than the actual product. you can launch into that environment, print a beautiful opening chart and still spend the next 12 months distributing into sell pressure. > now consider the alternative. launch into a weak market, establish a reasonable valuation, let early price discovery happen, build actual demand and give the market time to understand what you're building. when liquidity eventually returns, you're not asking new buyers to rescue an overpriced launch. you're giving them an opportunity to discover an asset that has already spent months proving itself. look at what made $HYPE interesting. the product had traction before the token existed. the token wasn't the business model's starting point. that's an important distinction founders need to understand. the best token launches aren't necessarily the ones that capture the most liquidity on day one. they're the ones that create the strongest foundation for sustained demand after day one. if your entire launch thesis depends on market conditions being perfect, perhaps the token isn't ready. or perhaps you don't have enough conviction in what you're building.

I started looking at @onlystreetsfun from a different perspective. Most memecoins are built around images that already exist online. We've seen them before, and in many cases, they're simply recycled memes with a new ticker. But what if the image has to be captured on the street, in real time, and be genuinely original? That changes the entire dynamic. Instead of competing to recycle the same internet culture, creators would have to find something unexpected in the real world and turn that moment into a coin. Think about the possibilities: random street encounters, unusual objects, bizarre situations, and moments that would never have made it into a traditional meme collection. If onlystreetsfun strictly enforces this requirement, it could create a completely different kind of memecoin culture, one driven by real-world discoveries rather than recycled internet images. Not every coin will succeed, and that's not the point. The interesting part is that every coin could have a genuine, original moment behind its creation. That's what makes this experiment worth watching.

I am genuinely torn on the whole Jensen Huang situation right now. On one side, I really wish Jensen had stayed as CEO of NVIDIA because I genuinely believe there is no better advocate for AI than him. This man has spent decades building NVIDIA into one of the most important companies in the world, and nobody has done a better job of explaining the potential of AI. He’s the face of the AI revolution, and I honestly don’t think there’s anyone who can replace what he brings to the industry. Losing someone like him at such a critical moment is a massive blow, not just for NVIDIA, but for the entire AI ecosystem. But on the other side, we’re talking about a CEO facing serious questions over his personal conduct and judgment. It’s incredibly disappointing to see someone who has accomplished so much put his reputation and the company he spent decades building in this position. And as much as I admire what Jensen has accomplished, being one of the greatest CEOs of our generation doesn’t mean you should be immune from accountability. And that’s what makes this situation so difficult for me. I can disagree with someone’s personal decisions while still recognizing just how important they have been to an entire industry. At the end of the day, Jensen’s resignation doesn’t change the demand for AI, the need for computing infrastructure, or NVIDIA’s technological leadership. But I do think the industry just lost its strongest voice at a time when it needed him the most. I’m genuinely conflicted about this whole situation. I wish he had stayed, but I also understand why his position became increasingly difficult to defend. Curious where everyone else stands on this.

I asked @bot the best way to move 2000 photos in @Dropbox from Camera Uploads to Folders. She said, “would you like me to do it for you?” I was surprised as I had booked out the week to start sorting through them, a painful task. She did it in five minutes. I went to my Folders and saw they were there. Now I can spend my time scrolling on @X 🤓🤓🤣🤣