Building something new Prev: Head of Marking at Katana | Growth at Synthetix | Founder of SparkROAS

New Hampshire, USA
Might have missed a few but these were top of my head.
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The difference in support for an average user between @Shopify and @GoogleAds is night and day and Shopify is massively more helpful. Both start with an AI prompt. While Google's AI just relists help pages line for line, Shopify's connect my question to the page I was looking at and then serves possibilities, including reaching out to a human agent. From there, Shopify had someone online and active in a minute or two. The situation I was in required some nuance that wasn't covered in the help article. When I tried to prompt Google for more help or ways to understand my specific situation it just got stuck in a loop regurgitating the help articles. No possibility to chat with someone, no way to get in touch, just automated slop. Im sure it's a difference in scale. The number of people with issues in Google Ads and Merchant Center probably dwarf the people that have revenue-generating Shopify accounts. But at least let me filter my account with ad spend or previous account history or something...
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These guys havent missed much independently recently. if I see BOTH Austin and DCF hyped on a token, like they have been the past few months with GRASS then you know its worth a punt
DCF usually gets these things right
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Mike Griff retweeted
Derive closed 94.5% higher, the largest gain on the roster. It was also the only name whose business kept pace. Protocol revenue rose 96.7% week over week to $161,465. The token's return and the revenue's change landed within two points of each other.
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David is one of those products where Im like you know what, maybe I’ll just run for an extra 30 min and have a real milkshake instead of fucking around with EPG and the “structure system” in this slop
David's protein milkshake has 2 grams of fat in it and tastes like a milkshake. The fat is one ingredient, EPG, and your body mostly doesn't absorb it. The label sorts itself into four systems, which is unusual for a consumer product. Protein system: ultrafiltered skim milk, water, lactase enzyme. Fat system: modified plant fat, EPG. Flavor system: Dutch process cocoa, natural and artificial flavor, salt, sucralose, acesulfame potassium. Structure system: dipotassium phosphate, gum arabic, cellulose gum, gellan gum. EPG is the interesting part. It starts as rapeseed oil. They split the oil into glycerol and fatty acids, insert propylene glycol units into the glycerol, and put it back together. Those inserted units sit right where lipase needs to grab, so the enzyme mostly can't break it down. It coats your mouth like fat and carries flavor like fat, then leaves without giving up its calories. 10 grams of regular fat is 90 calories. 10 grams of EPG is about 7. If you're old enough to remember olestra, that's the right comparison and it's the reason this one is built differently. Olestra was a liquid oil at body temperature, and that's where the side effects came from. EPG melts at 102 degrees, above body temperature, so it stays solid on the way through. The company describes the consistency as soft candle wax. The structure system is four ingredients. Gellan gum comes from a bacterial fermentation and forms a gel so thin you can't feel it, but strong enough to hold cocoa particles in suspension. It's what keeps the cocoa from sinking to the bottom during months on a shelf. Gum arabic is dried sap from the acacia tree. It's an emulsifier, so it keeps the fat and the water from separating. Cellulose gum is plant fiber that's been modified to dissolve, and it adds body so the shake feels thick instead of watery. Dipotassium phosphate is a buffer. Milk protein wants to clump when it's heated to make a drink shelf stable, and the phosphate holds the pH where the protein stays dissolved. The sweeteners are a pair. Sucralose is slow to hit and lingers. Acesulfame potassium hits fast and has a bitter finish. Blended, each one covers the other and the result tastes close enough to sugar. The Dutch process cocoa is cocoa treated with alkali, which darkens it, softens the bitterness, and makes it disperse in liquid instead of clumping the way natural cocoa does. EPG is GRAS, not an approved food additive. The company assembles the safety file, FDA reviews it and issues a letter saying it has no questions. There are three of those letters on file. The molecule was developed in the 80s and didn't reach a product until around 2020. The longest human study in the file ran eight weeks. So the safety data is real, but the long term impact is being written right now by the people drinking it.
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Nomatic (accidentally) called it a year ago. $0.29 is destiny for $DRV by the end of Sept
I don’t own any $DRV and have no ties to the team, but after years in DeFi, I like to think I’ve developed a decent eye for spotting turnarounds. I think the prophecy of onchain options is actually about to be realized. Seeing signs, consider this a shill before fill. ($0.29)
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Yes death to quickbooks and intuit
1/ Today, we're launching @Mercury Books. AI-powered accounting software, for your bookkeeper or you, that categorizes and reconciles your transactions the moment they happen.
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The DRVVV blue ocean pair will continue to outperform this cycle. base:0x9d0e8f5b25384c7310cb8c6ae32c8fbeb645d083 base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
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Look I get it, millennial gray and LVP have gone too far but lets be honest, the style here is several generations earlier. People are completely passing over the gaudy wallpaper, popcorn ceilings and dirty warm colored carpets that we grew up with left over from the 70s and 80s
Humans really saw this and said “let’s make the floors laminate and paint everything gray”
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Based actually
Brewery halls and gardens are for families. You're a bad person if you complain about kids running around them. Dive bars are for adults. You're a bad person if you bring kids to them. This matter is settled.
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I fucking knew it! Been getting shitty directions the past few months for places I generally know the way to, but want to get a check on any freeway accidents/traffic. Ignore the route and it usually saved time
For six months, Google Maps sent a slice of drivers in ten American cities down deliberately slower routes. About 30 seconds slower on average, and under 2% of trips were touched. The experiment ran on roughly 100 of the most congested road segments in each city, switching on and off day by day so each city acted as its own control. The results are out now in Nature Cities, from Google Research with collaborators at Berkeley and Stanford. The reasoning behind it is old and slightly counterintuitive. Every navigation app does the same thing: it finds you the fastest route right now, for you alone. When millions of phones do that at once they all pour onto the same handful of arteries, and those arteries stop being fast. Transport economists have been writing about the gap between what's good for one driver and what's good for the network since the 1950s. Nobody had tested a fix at city scale with real drivers, because you'd need to steer routing for a large share of a city's traffic, and about three companies on Earth are in that position. So Google put a penalty on the worst segments during their worst hours, which nudged the routing engine towards alternatives of similar road class and comparable travel time, then measured what happened across the whole network on weekdays between 7am and 8pm. On the targeted segments, traffic moved roughly 2% faster in the median city. Los Angeles got 4.56%, Atlanta 3.30%. Fuel burn on those stretches dropped between 0.5% and 1%. Across every road that saw a change in traffic, which covers around 80% of each city's driving, speeds rose 0.35%, reaching 0.5% during the morning and evening peaks. Total travel time on affected trips fell 0.69%. Their Bayesian model put the probability that the speed effect was genuinely positive at 99.8%. That adds up to more than 1,000 tonnes of CO2-equivalent saved per year, per city, in most of the places studied. Cars and vans account for around 10% of global carbon emissions, and the average driver spends about 2.6 years of their life behind the wheel, so a fraction of a percent across an entire road network is a serious amount of fuel. Per driver, the saving comes to about 0.25% of an average journey, roughly one fortieth of the normal day-to-day wobble in how long the same commute takes. Nobody in those ten cities noticed anything, in either direction, including the people sent the long way round. The authors are careful about what they haven't shown. They measured the immediate effect, not what happens once drivers work out the freed-up route is quicker and pile back onto it, which is the standard way road improvements get eaten. Their penalty scheme was deliberately crude, so the ceiling on the approach is unknown. And the underlying Google Maps data is commercially confidential, so nobody outside can check the numbers. The finding sitting underneath all this is that a private company's routing algorithm has become a piece of transport infrastructure, tunable in the way a traffic light or a congestion charge is tunable. The obvious follow-up experiments are the ones a city government would want to run, not the ones a mapping company would. link to full article: nature.com/articles/s44284-0…
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Honestly the discipline to hold vs sell is probably what fucked me up the most last cycle. Got burned across a half dozen alts waiting for “just another 20%-30%” and gave back 7 figures to the market. On the flip side, with meaningful positions in revenue-generating, multi-cycle tokens like DRV and AERO I need to tap into some of this confidence and bullieve.
For all the alts I talk about on here like: $AERO $LIT $DRV $KNTQ $NEST I'm generally 90-95% staked. It's not because I care about the 2-10% APR yield. It's to stop myself from trying to swing trade 10% moves on assets I think will 10x. Most of us here now are going to get outperformed by normies who top blast the last quarter of this bull run. Gotta retrain your mind to bullieve again.
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Lol lmao even
this note is killing it on Substack, thought I might let you guys enjoy
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Excited for Augustus and Rainmaker to get started in the Southwest. Water abundance should be our default
Logging off for the day to plan our newest cloud seeding program in the Southwest Rainmaker century
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Mike Griff retweeted
the largest onchain options trade by premium EVER just happened on Derive Executed as a box spread, total premium (gross, all four legs): $7.820m in premium Net $2.490m, because this entity: > paid $2.801m (80k BTC put) + $2.354 (75k BTC call) = $5.155M > and sold/ received $1.368m (75k BTC put) + $1.297m (80k BTC call) = $2.665M
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Refrigerated tomatoes taste better and have better texture, whether from my garden or the store
There's a decent chance you've never eaten a "real" tomato Refrigeration alters the activity of enzymes in tomatoes as well as breaking down their cell walls leading to changes in texture and flavor Trucks that are used to ship produce to grocery stores are always refrigerated as well meaning even if you don't refrigerate it yourself its flavor is still impacted Normally enzymes increase the level of volatile aromatic compounds that create the complex flavor of tomatoes The taste of a homegrown tomato fresh from the garden is a night and day difference
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Gentrification comes for Tornado Alley
wow i can’t believe it finally happened
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Leo switching Fable 5 to Max effort: Ok Claude, how do we fix this? Make no mistakes.
BREAKING: Situational Awareness sold "the bulk" of its stock portfolio to Citadel after "big losses in AI," per WSJ. The hedge fund, which reportedly had a net asset value of $45 billion on July 1st, is now in "crisis mode," WSJ reports.
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