Posts from anand iyer on X, mirrored by RSS Amplifier.
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ai: Every few months I meet a VC who swears they don’t do crypto, then leans in and whispers: our best deal from X…
Every few months I meet a VC who swears they don’t do crypto, then leans in and whispers: our best deal from X vintage was the team that pivoted into crypto. If the outlier keeps being crypto…
ai: Virtuals is the only full lifecycle agent to agent protocol.Virtuals Protocol: Virtuals is the only full lifec…
Virtuals is the only full lifecycle agent to agent protocol.Virtuals Protocol: Virtuals is the only full lifecycle agent to agent protocol. The latest report by @fs_insight and @fundstrat highlights how ACP provides the coordination + payment rails required for true agentic commerce.
ai: We are witnessing the first marketplace of agents: discovering, hiring, paying, and evaluating each other in r…
We are witnessing the first marketplace of agents: discovering, hiring, paying, and evaluating each other in real time. In enterprise settings, one of the biggest complaints from agent builders has been lack of observability and auditability. You can’t trust what you can’t trace. This is exactly where blockchains shine. Every job, payment, and review has a verifiable trail. That’s why ERC-8004 +…
ai: Re @PetterJacobs this is pretty good :)
Re @PetterJacobs this is pretty good :)
ai: “This feels like 1999 again.” No, it doesn’t. And I was there (here). I joined Cisco in January 2000 as a co-o…
“This feels like 1999 again.” No, it doesn’t. And I was there (here). I joined Cisco in January 2000 as a co-op, then full-time in May 2001. At the time, Cisco was the hottest infra company on the planet, riding the wave of the dot-com boom. But by the time I started full-time, the crash had already begun. A month in, my manager was laid off. The party was over. Entire industries vanished. Here’s…
ai: 👀👀
👀👀
ai: Fintech VC is crypto VC now. There’s no middle ground.
Fintech VC is crypto VC now. There’s no middle ground.
ai: I've found myself repeating the same 5 things to our founders the last several weeks: 1. I've been in the SF B…
I've found myself repeating the same 5 things to our founders the last several weeks: 1. I've been in the SF Bay Area for 25 years, never seen momentum or an urge to "just do things" like I am seeing now. 2. Being technical is no longer a moat. In fact, many moats are collapsing. 3. Focus, focus, focus. Say no to damn near everything. 4. Significantly pare down the number of events. Opportunity…
ai: The internet's native "money protocol". Coinbase is resurrecting a 90s era HTTP spec and wiring it to stableco…
The internet's native "money protocol". Coinbase is resurrecting a 90s era HTTP spec and wiring it to stablecoins. No SDK hell, just headers. And the fact that is running on blockchain rails is obfuscated (this is how it was supposed to be) • Sub-cent fees, ~2 sec settle time. • Built-in auth, no API keys. • Works for browsers, back-ends, and AI agents. Credit-cards can’t price below $0.50.…
ai: Re @businessbarista
Re @businessbarista
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