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[@tbpn](/creator/twitter/tbpn)
"BREAKING: Early TBPN hire @liangsays has been traded to @a16z"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1944810333685866952) 2025-07-14 17:24:51 UTC 93.5K followers, 143.4K engagements


"We asked @fundstrat (Chief Investment Officer of @FundstratCap) to explain the strategic decision for $BMNR to focus on Ethereum due to its role in stablecoins. "Stablecoins are the ChatGPT of Fintech." "They provide a logarithmic benefit over traditional systems." "Stablecoins is a $250B market and Secretary Bessent said it could grow to $2T." "Large companies will need to secure the Layer X (what stablecoins transact on) that they're operating on." "We're kind of like the plumbing of what banks will look like in the future because they will be staking Ethereum on their balance sheet of"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1939814781168623852) 2025-06-30 22:34:18 UTC 93.5K followers, 240.5K engagements


"We asked @LucasSwisher1 (GP Coatue) about the rise of tokenized shares and what it says about demand for access to elite private companies. It just shows the hunger for a normal person to get access to companies like OpenAI SpaceX Revolut; fantastic businesses that normal folks cant touch today. Companies are staying private longer. Theyre not going public. And our regulations dont allow people to access these names. Theres insatiable demand for this stock and no way to own it. Thats something the U.S. and these companies are going to have to grapple with"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945679162251121030) 2025-07-17 02:57:15 UTC 93.6K followers, 6998 engagements


"We asked @MartinShkreli about building for traders. "There is no Facebook for finance. People lazily use Twitter." "I banged my head against the wall trying to make AI startups and it was impossible to get revenue." "The second we made a trading tool it was impossible to stop the revenue from coming in." "My suggestion for startup founders is that this is a market where traders just throw money at you like crazy.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946308763654488285) 2025-07-18 20:39:04 UTC 93.5K followers, 67.7K engagements


"BREAKING: Full lineup of MSL has been released"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946652740773650672) 2025-07-19 19:25:55 UTC 93.5K followers, 62.9K engagements


"We asked @im_roy_lee if he's worried about a hit piece on @cluely. "No company ever died from a founder being too controversial." "You die because you don't make enough money.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1930384452775227898) 2025-06-04 22:01:33 UTC 93.5K followers, 290.1K engagements


"We talked to @getpeid (Co-Founder & CEO @nothing) about the future of AI in smartphones. "The smartphone is one of the best devices for applied AI." "It has the distribution but it also has the data." "I do believe that in the next XX years we will all be carrying another sensor as well." "Sometimes the phone is in our pockets and we need another sensor to capture data for us.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1944879900529451076) 2025-07-14 22:01:17 UTC 93.5K followers, 52.1K engagements


"From the archive: Ultimately there's no replacement for great ideas and there's no replacement for human energy." -@hubermanlab ".and the best source of human energy that I know is youth. You want to harness that energy of youth and the spirit of discovery and give people the resources" "You get money you give it to young people and you get out of their way and let them try"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1939078519344242992) 2025-06-28 21:48:40 UTC 93.5K followers, 300K engagements


"We asked @shishirmehrotra about the strategic vision behind @Grammarly's acquisition of Coda and @Superhuman. "We call this layer the AI superhighway bringing AI right to where people work. Up till now we've only been running one car on that highway: the car with your high school grammar teacher in it." "A big part of our strategy is opening up Grammarly to become a platform so you can build any sort of agent on it and have those agents come to you where you work." "The average person spends three to four hours a day in their email inboxes with XX million emails revised per week through"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942334381156360241) 2025-07-07 21:26:17 UTC 93.5K followers, 22.4K engagements


"STEELMAN ALERT: Why AI labs need to pay attention to X"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945561522287337704) 2025-07-16 19:09:48 UTC 93.5K followers, 9118 engagements


"Coinbase just launched @baseapp @jordihays is on the ground and asked @brian_armstrong to break down everything from the event"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945664713842729351) 2025-07-17 01:59:51 UTC 93.5K followers, 41.3K engagements


"We asked @LucasSwisher1 (GP Coatue) how investors should make sense of the post-ZIRP world. Quality matters is probably the number one lesson from the ZIRP 2021 era. Ramps a great example. People thought it was expensive 200x gross profit. But if you're investing in a quality business often at really any stage over duration you're going to be in a great spot. Where folks got in trouble was chasing rounds in sectors they didnt understand. Growth investors doing early venture too many companies funded chasing yield. We were at the end of the SaaS era before AI hit and people were funding"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945619268646965665) 2025-07-16 22:59:16 UTC 93.6K followers, 25.1K engagements


""Yeah this is a real acquisition." - @jeffwsurf (CEO of @windsurf_ai) "After talking to @ScottWu46 and the @cognition_labs team it was done in my mind." "Cognition was probably the only other team that we thought was smarter than our team.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1944872845122920773) 2025-07-14 21:33:14 UTC 93.5K followers, 134.5K engagements


"Morning. On todays stream: FDA approves tobacco and menthol Juul pods Viral fallout from Astronomer CEOs Coldplay incident Are AI tools accelerating mental health crashouts Coinbase launches Base superapp for crypto onboarding @JeremieEO on Metas superintelligence buildout Massive lightning rounds with: @JessePollak (Coinbase) @alexmashrabov (Higgsfield) @billythalheimer (REGENT) @2112Power (Hadrian) @danshipper (Every) @DLeitersdorf (Decart) @cjgbest (Substack) Yash Kumar & @isafulf (OpenAI) Jonathan Mortensen (Confident Security) Douwe Kiela See you all on the stream"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945909064279715844) 2025-07-17 18:10:48 UTC 93.5K followers, 26.8K engagements


"We asked @Jlindig0 (AUG Tx) about FDA approval for new drugs. AUG Tx gives patients with rare diseases accelerated access to new cures with clear indications of efficacy. "At the end of the day the FDA is a group of people trying their best to approve drugs that work and reject drugs with safety issues or are placebos." "For rare diseases it's easier to get a drug approved as you're often up against placebo or historical controls because there's usually no approved treatment for these specific diseases." "For popular diseases like cancer there are already so many drugs that are approved and"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1927477183255052376) 2025-05-27 21:29:05 UTC 93.5K followers, 90.3K engagements


"Morning. On today's stream: Takeaways from the Windsurf chaos Jensen meets with Trump Nvidia gets China access Richard Mille and the accidental pricing theory Apple bets $500M on rare earth magnets @zck (Lewis-Burke) on selling H200s to China @BrianVenturo (CoreWeave) on the current neocloud landscape @tylercowen on the economics of AI @austinh___ (Unify) on their $40M Series B @krisfredrickson (Verified Capital) on his new $175M Fund See you all on the stream"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945194192290111511) 2025-07-15 18:50:10 UTC 93.5K followers, 19.6K engagements


"We asked @davidmarcus (Co-Founder & CEO @Lightspark) about the future of stablecoins and crypto. "Do you want something centralized like current payment systems or like the Internet which is open permissionless for developers worldwide" "I'm in the latter camp and I want to make sure that we have an open money grid built on Bitcoin." "Digital banks are adopting our new open standard Universal Money Address like email for money." "Send any currency anytime even on weekends or bank holidays.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1943036571072237883) 2025-07-09 19:56:33 UTC 93.5K followers, 21.4K engagements


"BREAKING: @SubstackInc raises a $100M Series C led by @bondcap and The Chernin Group. Tune in at at 2:25 PM PT We're having Founder & CEO Chris Best (@cjgbest) break it down"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945930206675702250) 2025-07-17 19:34:49 UTC 93.5K followers, 22.5K engagements


"BREAKING: Soham Parekh will be joining us live at 11:00 AM PST to share his side of the story"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940816576099622943) 2025-07-03 16:55:05 UTC 93.5K followers, 2.2M engagements


"We asked @tylercowen about the current state of AI and AGI: "Everyone has a different definition of AGI but the definition I grew up with is that it can pass a Turing test and do at least as well as expert humans at intellectual endeavors. It clearly passes (this definition)." "I use O3 and O3 Pro every day. My wife and I did a trip through Europe and using it was better than having a historian guide." "So to me it's like AGI. It's better in fact.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945235487876374685) 2025-07-15 21:34:15 UTC 93.5K followers, 9661 engagements


"Morning it's crypto day. Here are our guest call-ins: - @brian_armstrong (Coinbase) - @cdixon (a16z) - @balajis (The Network State) - @dwr (Farcaster) - @a1lon9 (Pump) - @pasternak (Believe) - @katie_haun (Haun Ventures) - @tomhschmidt (Dragonfly) - @konstantin11 (Blockdaemon) - @DylanAbruscato (Crypto: The Game) - @LucaNetz (Pudgy Penguins) - @0xMert_ (Helius) - @KyleSamani (Multicoin Capital) - @soona (Volt Capital) See you all on the stream"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1927771953097551925) 2025-05-28 17:00:24 UTC 93.5K followers, 406.8K engagements


"Morning. Here are our guest call-ins today: @AlexRoy144 (NIVC) @typesfast (Flexport) @jonathonbarkl (AirGarage) @JonathanRoss321 (Groq) @craig_piggott (Halter) @CurlyJungleJake (Centivax) See you all on the stream"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942656893660586134) 2025-07-08 18:47:50 UTC 93.6K followers, 43.4K engagements


"We asked @zebulgar (Co-Founder @VardaSpace) about sovereign AI strategies in Europe and whether Apple acquiring Mistral ever made sense. Mistral was supposed to be an OpenAI competitor. Now its basically the French Palantir doing AI integration work inside Airbus LVMH Thales. Macron practically goes to bat for them. But its not pushing fundamental technology forward. Its not participating in the platform shift." "So for Apple that acquisition wouldnt solve their consumer AI problem"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945612326868324565) 2025-07-16 22:31:41 UTC 93.6K followers, 37.8K engagements


"We asked @MishaLaskin (Co-founder CEO at @reflection_ai) about leaving a big lab for a startup: "Every frontier lab that's been built was resource constrained compared to the big incumbents." "We think there's an opportunity for the new kind of AlphaGo to be built which is going to be embodied in an extremely powerful and useful product." "If you want to start a new frontier lab and drive breakthroughs the best place is in really small focus settings.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945655988922855766) 2025-07-17 01:25:10 UTC 93.5K followers, 24.2K engagements


"We spoke with @yacinemtb about raising money: "Oh dude raising money and managing peoplethat sounds so lame. Im not that guy." "I need a 2-acre lawn and a zero-turn tractor. That's what I need. This is what I need." "You don't want a founder with money; you want a founder with no options." "An example is @im_roy_lee (CEO of @cluely); he got kicked out of his university. He has no choice.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1937276802415927536) 2025-06-23 22:29:17 UTC 93.5K followers, 236.7K engagements


"BREAKING: Daniel Gross has entered the trade portal. Rumors say he's taking his talents to Meta"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940813554908910057) 2025-07-03 16:43:04 UTC 93.5K followers, 128.1K engagements


"IN NEWS: @VardaSpace raises a $187M Series C led by @NatCapCentral and @ShrugCap. We asked @willbruey (Co-Founder & CEO @VardaSpace) about the role of microgravity in drug formulation. "When you turn off gravity crystals will typically grow slower and that also means they will grow more pure so it's one of the applications we look at." "By opening up the chemistry outcomes by going to microgravity we can also open up the formulation outcomes and therefore get better patient experiences.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1943414499681407393) 2025-07-10 20:58:18 UTC 93.5K followers, 8381 engagements


"Good morning. Here are our guest call-ins today: - @EverettRandle (Kleiner Perkins) - @Keller (Zipline) - @dsa (LiveKit) - @ChiefFusioneer (Avalanche Fusion) - @quaidwalker (Bezel) - @adylon7 (Outtake) See you all very soon"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1910375958005330158) 2025-04-10 16:54:56 UTC 93.6K followers, 35.1K engagements


"IN NEWS: Confident Security comes out of stealth with $4.2M in funding to launch CONFSEC an endtoend encrypted AI privacy layer. We spoke with Jonathan Mortensen on data privacy and security concerns: "You're an employee at Pfizer and upload a PDF to OpenAI that describes how you do drug discovery maybe you care about that secret." "After the recent OpenAI court case where they were forced to retain deleted data I think people are being a little cautious.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945989454688334234) 2025-07-17 23:30:15 UTC 93.5K followers, 12.9K engagements


"We asked @MartinShkreli about the current state of quantum computing. "Quantum computers are actually very slow machines." "They don't have much storage." "But the reason to be excited is Shor's algorithm that takes you from the exponential runtime to polynomial it's a miracle." "The problem is there are no other algorithms other than Shor's that get that amazing speed up.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946344804780314843) 2025-07-18 23:02:17 UTC 93.5K followers, 21.5K engagements


"When the tears come streaming down your face When you lose something you can't replace When you love someone but it goes to waste Could it be worse"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945894210676363461) 2025-07-17 17:11:47 UTC 93.5K followers, 76K engagements


"BREAKING: a16z MP Scott Kupor has been traded to the U.S. Office of Personnel Management (@USOPM)"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945168733166551231) 2025-07-15 17:09:00 UTC 93.5K followers, 95.1K engagements


"We asked @realsohamparekh if he had been working multiple full-time jobs at once. "It is true." Im not proud of what Ive done. Thats not something I endorse either. But no one really likes to work XXX hours a week I had to do it out of necessity." "I was in extremely dire financial circumstances." "Im not a very people person. I dont share much about whats going on in my life. So I just thought: if I work multiple places maybe I can elevate myself out of the situation faster"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940845051606978601) 2025-07-03 18:48:14 UTC 93.5K followers, 1.2M engagements


"BREAKING: Claude Code PMs Boris Cherny and Cat Wu have returned to Anthropic after a brief stint at Cursor"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945538044549108009) 2025-07-16 17:36:30 UTC 93.5K followers, 817.1K engagements


"We asked @tylercowen about the importance of team dynamics in AI research. "I'm an NBA basketball fan and what I observe is the top teams need some time to gel." "There's something about how it gels and the process. I think it's a fascinating experiment. I'm dying to find out how it's going to work.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945925369821024364) 2025-07-17 19:15:36 UTC 93.5K followers, 7245 engagements


"We talked to @SeanEcom about where the future of TikTok Shops are headed. "Inside TikTok they don't see Meta as a competitor. They want to go after the YouTubes and Amazons of the world." "Amazon's big pot of money $600B/year in e-commerce revenue is something TikTok aims to tap into." "Amazon's at a point where it's pure value extraction with more ads. They signed up 100M Prime members so that business can't really grow anymore." "Pro-natalism might change that." - @jordihays"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1943791727091093690) 2025-07-11 21:57:16 UTC 93.5K followers, 8619 engagements


"We asked @douwekiela (Co-Founder & CEO @ContextualAI) about the challenges of scaling RAG to enterprise-level data. "AI should be able to search your inbox and get the right answer." "Search is a hard problem. The way you do proper retrieval is multi-stage cascading with smarter models." "When you talk to enterprise customers the data is all over the place and search breaks down so you can't give the right answer even if you have a great language model.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945973349940953370) 2025-07-17 22:26:15 UTC 93.5K followers, 5101 engagements


"We asked @wolfejosh from @Lux_Capital to explain why robots shouldn't look like humans. "They should be in the Darwinian sense 'Endless forms Most beautiful'." "Why do we give them two arms and two legs to unpack a sink" "I want to see them have six arms and do things that are un-human like that Cantina scene from Star Wars." "The future of robotics is embodied intelligence irrespective of form factors.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1923122725012504745) 2025-05-15 21:06:02 UTC 93.5K followers, 57.6K engagements


"Morning. Here are our guest call-ins today: - @jorilallo (Linear) - @zachweinberg (Curie) - @LM_Braswell (Kleiner Perkins) - @stephenbalaban (Lambda) - @rsg (Form Capital) - @lessin (Slow Ventures) - @auren (Flex Capital) See you on the stream"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1925974126742667304) 2025-05-23 17:56:29 UTC 93.5K followers, 79.8K engagements


"IN NEWS: OpenAIs launches new ChatGPT agent that merges deep research and Operator capabilities letting users query act and interface directly with tools. We spoke with Technical Staff Yash Kumar and @isafulf who discussed the versatility of the new tool. "Combining Deep Research and Operator opens up possibilities like research actions and APIs. "I use it with GitHub to solve problems even talking with the code base. It's really really useful." "I set it to give me date night recommendations so I'm not in trouble with my wife.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945966559366930502) 2025-07-17 21:59:16 UTC 93.5K followers, 13K engagements


"We asked @DLeitersdorf (Co-Founder & CEO @DecartAI) about the future of Video AI. In this clip Dean gives a live demo of Decart. "For the first time we have a new type of consumer interaction with video AI. Because so far Video AI has been: let's create AI slop and put it on existing platforms." "Showing it to a bunch of kids and what they ended up doing was fighting each other with sticks and did TikTok dances in front of this.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946262248546283707) 2025-07-18 17:34:14 UTC 93.5K followers, 12.9K engagements


"BREAKING: @airgarageinc raises a $23M Series B led by @HeadlineVC to build the operating system for parking real estate. Co-founder & CEO @jonathonbarkl joins us at 1:00 PM PT to break it down"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942621883695841485) 2025-07-08 16:28:43 UTC 93.6K followers, 5446 engagements


"BREAKING: Brex's CMO Scott Holden has been traded to Vanta (@TrustVanta)"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945159787982823503) 2025-07-15 16:33:27 UTC 93.5K followers, 65.3K engagements


"We asked @KyleSamani (Managing Partner @multicoincap) about the future of currency globally: "My suspicion is that somewhere between XX% and XX% of the world would say US dollars." "Stablecoins make it trivial for anyone in the world to have dollars in their pocket. You dont need permission just a phone and a private key." "This will probably represent one of the largest movements in capital in human history.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946385817544573130) 2025-07-19 01:45:15 UTC 93.5K followers, 46.2K engagements


"We asked @zebulgar about European defense spending trends. "Everyone's talking about ramping up their amount of defense spending but the production the core engineering will be in Poland Ukraine down to Romania and Bulgaria." "You'll see more defense tech including drones coming out of Ukraine than Germany." "They have an extremely motivated population to solve these problems.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945694013945991238) 2025-07-17 03:56:16 UTC 93.5K followers, 9016 engagements


"We asked @TheStalwart about the economy's performance. "Setting aside the markets where the line always goes up it was a good week for economic data." "We got better-than-expected economic sentiment retail sales initial jobless claims and the Philadelphia Fed manufacturing survey." "There might be a little bit of a tailwind to this economy which I think is really interesting and maybe unexpected.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946337246099263953) 2025-07-18 22:32:15 UTC 93.5K followers, 4971 engagements


"We spoke with Chris Best (@cjgbest) following Substack's $100M Series C. Chris shared what sets Substack apart and why the future of media feels more human: "The core of Substack is the direct connection with your audience." "Recurring revenue hits different. It funds you to be creative it funds you to take risks." "Substack is where your hardcore people are. It's where you have a real connection with your audience. You can write post short form post video live video you can have a community." In their announcement they write: We aim to prove that a media app can be fun and rewarding without"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946251151588090334) 2025-07-18 16:50:08 UTC 93.5K followers, 13K engagements


"We talked to @tylercowen about the acquisition of Windsurf and its implications: "We need new covenants to cover these cases. markets are very good at solving problems like that." "I would not involve the FTC. I don't like them I don't trust them. They're a nightmare.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945625344855400670) 2025-07-16 23:23:24 UTC 93.5K followers, 12.7K engagements


"We spoke with @AdamWarmoth (Founder & CEO @chariotdefense) about powering military tech: "We constantly ran into power as a limiting factor in expeditionary contested environments. DoD is stuck with low-voltage lead-acid batteries massive generators." "At Chariot we're building advanced power systems for the next-gen military tech.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945650217380171952) 2025-07-17 01:02:14 UTC 93.5K followers, 20.7K engagements


"We asked @jessepollak about the current state of blockchain adoption. "We're trying to build a global economy that increases innovation creativity and freedom. The metric that we use for it is do we have a billion people on chain" "Today hundreds of millions hold Bitcoin tens of millions use stablecoins." "It's still really really early days.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946037248375590959) 2025-07-18 02:40:10 UTC 93.5K followers, 58.7K engagements


"FROM THE ARCHIVE: We asked @yacineMTB about his ambitions to become a billionaire through robotics. "I wouldn't do humanoid robots I would do robots for things that annoy me. For example dandelions on my lawn." "I'm so sick of going outside and pulling out all these dandelions." "It's so easy to build this. You can even 3D print the wheels. Like literally $X off AliExpress." "I get my @X ad revenue payout and just spend the whole thing on AliExpress.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946714230822178900) 2025-07-19 23:30:15 UTC 93.5K followers, 25.4K engagements


""You can break AI down into X tiers." - @realGeorgeHotz "Data centers - tier X fabs - tier X Nvidia/AMD - tier X OpenAI/Anthropic - tier X and completely worthless things like Cursor and Windsurf which are tier 5." "OpenAI and Anthropic will eat all the value from the Cursors and Windsurfs of the world. I argue that the tier 4s (OpenAI/Anthropic) aren't even going to have value.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1935072881425400016) 2025-06-17 20:31:41 UTC 93.5K followers, 466.8K engagements


"BREAKING: Decagon just closed a $131M Series C at a $1.5B valuation led by @a16z and @Accel. Were live with @thejessezhang (co-founder) today at 1:45 PM PT to get into the raise and what's next"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1937192671384383768) 2025-06-23 16:54:58 UTC 93.5K followers, 6454 engagements


"BREAKING: OpenAI picks up four new researchers as the talent war heats up"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942989102753943860) 2025-07-09 16:47:55 UTC 93.5K followers, 52.8K engagements


"The GENIUS Act aims to create a supervised and enforced system for stablecoin issuers offering consumer protections and potentially fostering growth in the cryptocurrency market. "The GENIUS Act focusing on stablecoins will be passed and signed into law in the United States this week" says @jessepollak. "For the last decade of crypto there hasn't been regulatory clarity in the United States which means entrepreneurs and consumers haven't been able to benefit from this technology.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946012853816950957) 2025-07-18 01:03:14 UTC 93.5K followers, 6112 engagements


"Here's a quick reminder of the official TBPN Derivative Works Clause in our Terms of Service"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1944798855394165215) 2025-07-14 16:39:14 UTC 93.5K followers, 73.7K engagements


"Morning. On todays stream: Why Grok is going all-in on anime mode AWS drops a Browserbase competitor What AI product is Zuck actually building @zebulgar (Varda) on hosting Trump for an AI event @LucasSwisher1 (Coatue) on the state of U.S. markets @GuptaRK22 (Sequoia) on shifts in tech compensation @adamwarmoth (Chariot Defense) on military energy @MishaLaskin (ReflectionAI) on helping engineers understand code See you all on the stream"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945544285061091605) 2025-07-16 18:01:18 UTC 93.5K followers, 54.6K engagements


"Our sponsor @wander asked us to make an ad for them. Heres what we sent them:"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940470849712386115) 2025-07-02 18:01:17 UTC 93.5K followers, 238.6K engagements


"IN NEWS: @airgarageinc raises a $23M Series B led by @HeadlineVC. "26% of urban core land is dedicated to parking." - @jonathonbarkl (Co-founder & CEO) "There are 8-11 parking spaces for every car in the US." "There's enough parking space in the U.S. to cover the entire state of West Virginia with asphalt." "There is going to be some repurposing that needs to happen." "The parking industry is so old school tracking on paper spreadsheets. They don't have access to basic insights." "Parking supply being constrained is actually great for our business because that is the time where you can"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942704323265454343) 2025-07-08 21:56:19 UTC 93.6K followers, 15.3K engagements


"BREAKING: Cognition has signed a definitive agreement to acquire Windsurf"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1944822807789207850) 2025-07-14 18:14:25 UTC 93.5K followers, 50K engagements


"Morning. Here are our guest call-ins today: @deedydas (Menlo Ventures) @Emily_Sundberg (Feed Me) @0xMert_ (Helius) @0xjohnkim (Paraform) @gravicle (Luma AI) - @zck (Lewis Burke) - @bridge__harris (Founders Fund) See you all on the stream"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940471443101569456) 2025-07-02 18:03:38 UTC 93.5K followers, 70.1K engagements


"We discussed military energy demands with @AdamWarmoth (Founder & CEO @chariotdefense): "So really what we're solving for is during counterinsurgency in Iraq and Afghanistan we were operating either from fixed bases with massive infrastructure or we were doing kind of short patrols at the edge where really all you needed at the individual unit level was a radio and a rifle." "We need systems for expeditionary environments like directed energy requiring XX XX XX kilowatts deployable and mobile." "The existing military platforms we have can't output that kind of power.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945686461061407116) 2025-07-17 03:26:16 UTC 93.5K followers, 6183 engagements


"We asked @a1lon9 about building @pumpdotfun on @solana. "We got a ton of inbound. People were asking to get their favorite blockchain added and it was Solana." "Our goal is to expand this universe and really break into the mainstream. I don't necessarily believe any other chain would contribute to that." "We couldn't be happier being on Solana and we're not considering leaving anytime soon.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1927792024004219335) 2025-05-28 18:20:09 UTC 93.5K followers, 105.2K engagements


"IN NEWS: @_MomentHQ raises $36M to modernize fixed income. Moment has raised a $36M Series B led by @IndexVentures to bring automation to the $150T fixed income market. The company also announced a new partnership with LPL Financial the largest broker-dealer in the U.S. Backers include @a16z @lightspeedvp @Venrock @neo and @contrary @djacksonparker (Co-founder & CEO) joins us live now to break it down"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1943404598192148810) 2025-07-10 20:18:57 UTC 93.6K followers, 7986 engagements


"Morning. On today's stream: Takeaways from the Windsurf chaos Jensen meets with Trump Nvidia gets China access Richard Mille and the accidental pricing theory Apple bets $500M on rare earth magnets @zck (Lewis-Burke) on selling H200s to China @BrianVenturo (CoreWeave) on the current neocloud landscape @tylercowen on the economics of AI @austinh_ (Unify) on their $40M Series B @krisfredrickson (Verified Capital) on his new $175M Fund See you all on the stream"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945181768887492774) 2025-07-15 18:00:48 UTC 93.5K followers, 95.3K engagements


"We asked @dickclucas why he's running for the state assembly in California: "The problem is when you lack competition in a system it becomes ill. You need to compete there needs to be pressure on the system or it collapses from within. That's what we're seeing in California." "Fires happened and people didn't even want to hear 'maybe we could have done things better'. I talked to a state senator and you couldn't even really have a discussion about it.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945322267787059260) 2025-07-16 03:19:05 UTC 93.6K followers, 31.6K engagements


"IN NEWS: @DecagonAI raises a $131M Series C co-led by @a16z and @Accel. We asked @thejessezhang about the benefits of using LLMs in customer service systems. "The nice thing about LLMs now is this level of nuance. You're able to create much more complex flows tailored to specific users." "We have customers that use us to process refunds book flights or reorder credit cards. "Before you were in this dumb decision tree and you were just forced to go down a certain path.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1937300456184992087) 2025-06-24 00:03:16 UTC 93.5K followers, 24.1K engagements


"IN NEWS: @krisfredrickson raises $175M for Verified Capital. We spoke to him about the evolving tech landscape: "There was one winner in search and one winner in operating systems." "As markets got bigger we moved from one to two to three player markets." "I think AI is going to be the biggest market of all." "There's probably going to be more winners in each space than we expect.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945254762968178718) 2025-07-15 22:50:51 UTC 93.5K followers, 13.3K engagements


"The secret is out. Were officially teaming up with @eightsleep the sleep system that powers our performance on and off the mic"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945162160641892432) 2025-07-15 16:42:53 UTC 93.5K followers, 86.9K engagements


"IN NEWS: @HadrianInc raises a $260M Series C. Here's what Chris Power (@2112Power) revealed about Hadrian's future in manufacturing: "Factory X will be pure machining with new products dedicated to engines to complete our R&D." "We've been secretly working on factories as a service offering full products not just parts." "Think of it as collecting Pokemon. Once you have all the pieces you are the manufacturing master.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945962065530847513) 2025-07-17 21:41:25 UTC 93.5K followers, 33.5K engagements


"BREAKING: OpenAI's acquisition of Windsurf is off. CEO and other members of the team are headed to Google DeepMind. Source: The Verge"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1943788989460492719) 2025-07-11 21:46:23 UTC 93.5K followers, 344.4K engagements


"BREAKING: OpenAI rearchers Jason Wei and Hyung Won Chung are rumored to have been poached by Meta"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945290640545243503) 2025-07-16 01:13:25 UTC 93.5K followers, 264.5K engagements


"We asked @TheStalwart about their thoughts on Mayor Eric Adams. "Even the people who hate Eric Adams love Eric Adams to some extent." "You instantly get why he's been successful in politics. He's funny speaks well and you never know what he's going to say." "Between crime numbers the volume of housing built and rats he makes his case well.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946320891367096556) 2025-07-18 21:27:16 UTC 93.5K followers, 5363 engagements


"We spoke with @danshipper (Co-Founder & CEO @every) about their experience working with the new ChatGPT agent from @OpenAI. "It's like Deep Research and Operator had a baby and it does some really cool things." "I had it go through all of our support emails and feedback forum posts to gather all of the customer archetypes." "It put together a long research report of who our promoters are what the archetypes are and why our detractors don't like us.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945982157660590125) 2025-07-17 23:01:15 UTC 93.5K followers, 14.1K engagements


"IN NEWS: @unifygtm has raised a $40M Series B led by @BatteryVentures. "In early '24 even as a seller the best thing was to adopt AI to automate tasks." - @austinh___ "Our observation model gives memory to AI creating a flexible context for better decisions." "It basically looks like you have a memory associated with every person you have ever talked to.""  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945241033853501545) 2025-07-15 21:56:17 UTC 93.5K followers, 31.7K engagements


"FROM THE ARCHIVE: We asked Scott Wu (@ScottWu46) whether an AI would take gold at the International Mathematical Olympiad this year. Id be surprised if it doesnt our internal bet is that the AI will win. Yesterday that prediction landed. OpenAI researchers say an experimental reasoning model sat the 2025 IMO under full exam conditions; two 4.5-hour sessions no internet natural-language proofs and solved X of X problems scoring 35/42 points enough for a gold medal"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1946581802493325656) 2025-07-19 14:44:02 UTC 93.5K followers, 29.4K engagements


"Good morning. Excited for the show today. Here are our guest call-ins: - @SecArmy (US Army) - General George (US Army) - @AdamPorterPrice (Anduril) - @zebulgar (Founders Fund) - @harleyf (Shopify) - @jaltma (Alt Capital) - @dhaber (a16z) - @garyvee (Vayner Media) - @willahmed (WHOOP) We will see you on the stream very soon"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1920520568874676351) 2025-05-08 16:45:59 UTC 93.4K followers, 135.6K engagements


"BREAKING: Cursor has signed two key players from Anthropic's Claude Code team Boris Cherny and Cat Wu"  
![@tbpn Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838288550569349120.png) [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940148073981952482) 2025-07-01 20:38:41 UTC 93.5K followers, 538K engagements