In 2019, AI + blockchain was a meme thesis. Now it's where the actual alpha is.
Joined @Julio_Verissimo's pod to break down what's actually moving:
→ Stablecoins moved $27T+ last year. More than 2x Visa's volume. Remittances that cost 8-10% now cost pennies. This isn't a narrative, it's infrastructure replacing legacy rails in real-time.
→ Engineering teams shrinking from 100 to 8. The winners are lean, senior, and weaponizing AI properly. Bloated orgs are getting priced out.
→ Biggest opportunities are downstream of LLMs, in sectors that haven't innovated in decades: media, supply chains, credit in emerging markets.
Also covered Roundtable's NASDAQ listing, Kredete's credit infrastructure across Africa, and why local founders always outperform parachuted solutions.
If you're shipping something real, reach out.
Joined @Julio_Verissimo's pod to break down what's actually moving:
→ Stablecoins moved $27T+ last year. More than 2x Visa's volume. Remittances that cost 8-10% now cost pennies. This isn't a narrative, it's infrastructure replacing legacy rails in real-time.
→ Engineering teams shrinking from 100 to 8. The winners are lean, senior, and weaponizing AI properly. Bloated orgs are getting priced out.
→ Biggest opportunities are downstream of LLMs, in sectors that haven't innovated in decades: media, supply chains, credit in emerging markets.
Also covered Roundtable's NASDAQ listing, Kredete's credit infrastructure across Africa, and why local founders always outperform parachuted solutions.
If you're shipping something real, reach out.