i don‘t think ai is a bubble

at least it most certainly won‘t be a gartner hype cycle

crazy first week of 2026, was on my first real silicon valley hiring mission, which is def something new to me.

funny thing is i realised this is very much similar to how we used to run crypto groupchats two years ago

short rant on what i found valuable studying human talent & how to find partners (you can literally turn this rant into doing a trading GC/FNF since that's nothing but business relations)
if you are in this tg, odds are high you havent made it (making it 9+figs + starting to powermaxx), so odds are high you can't import talent like epstein. there are a few trends modern startups are doing who cant afford the best of the best

- get h1b talent, enslave them in your startup by having power over their visa and their only income
crypto equivalent we used to do: get some onchain trench guy from a third world country with $100 port in the group who is monitoring new pairs all day, you have power over them having access to the groupchat
- find undiscovered talent, very interesting path which gets recommended a lot but is overly simplified. it's like the "just be confident bro" analogue of hiring
crypto equivalent we used to do: get oddly specific traders who are only good at one single random shitty thing in the groupchat and let them share opinions derived from that oddly specific autistic interest, most of the time alpha wasnt dilluted for them bc the insights were only helpful for other assets than their own (e.g. we got a vix trader in our macro chat in 24)

for this hiring spree it was pretty unconventional again (as everything in this startup building seems to be), since we needed to find a cs/ai stanford guy who will not be involved at all in coding/prompting software for us

cool times ahead

what do we think of this

clavicular thesis

asked claude to make a dot map and it did a pentagram

ai overlords are watching

another netflix banger

there‘s a good opportunity for a crypto nick fuentes to emerge as institutions like crypto venture capitalist lose more and more power

if i learned one thing from studying curtis yarvin is that parallel power is never sticky over a decade, as soon as one side shows weakness its power gets absorbed by its competitor.

think the odds are high if you turn into crypto fuentes you will get a shit ton of applaud from the much stronger & much more powerful traditionalists —— might also be close to gravedancing since VCs are in such a poor position rn mostly

think we‘re seeing this happening with the internal conflict between trad VCs and their crypto division.

won‘t take long for people to ask, why crypto-only VCs even exist

hope someone crashes out gets a cam recorder and just rants about how we don‘t want to buy or use the 50th perps dex and that the industry should finally get their shit together and stop funding & hyping up absolute slop for one week just to never talk about it again (s/o plasma)

if you‘re a crypto vc stop investing in crypto deals