Instinct is currently raising @ $30b.
$100M → $500M → $2.5B → $10B → ~$30B in sub 1y.
If you're still not inside the private market this should be a good signal to pivot aggressively.
Wealth creation is going to be heavily skewed toward private investors over the coming decade.
$100M → $500M → $2.5B → $10B → ~$30B in sub 1y.
If you're still not inside the private market this should be a good signal to pivot aggressively.
Wealth creation is going to be heavily skewed toward private investors over the coming decade.
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Do not buy or sell Street wait list spots!
If you‘re in the top 10,000 we will give you access as soon as our capacity allows it.
street.app/waitlist
If you‘re in the top 10,000 we will give you access as soon as our capacity allows it.
street.app/waitlist
Yo I’ve got 3 top 500 waitlist spots on Street, incase yall wanna buy a slot DM me.
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Today we're launching private access to Street's brokerage.
street.app/waitlist (make sure you're in the top 500)
The thesis behind Street is simple: Buying a private share should be possible in 1 second and not in a 4 week long manual workflow. The asset you're buying in a company and not some multi-layered SPV with 20% fees.
We're excited to turn this thesis into reality and are opening up access to Street's regulated brokerage platform to selected funds and family offices.
street.app/waitlist (make sure you're in the top 500)
The thesis behind Street is simple: Buying a private share should be possible in 1 second and not in a 4 week long manual workflow. The asset you're buying in a company and not some multi-layered SPV with 20% fees.
We're excited to turn this thesis into reality and are opening up access to Street's regulated brokerage platform to selected funds and family offices.
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If you are an investor at a fund or family office who is interested in purchasing secondaries and frustrated with the time-intensive status quo, our team will personally concierge you in registering demand data & IOIs on Street.
Shoot me a PM with your funds name and your role for early access.
Because of higher than expected demand, we we are opening up @Street__app on a rolling basis, meaning your waitlist spot actually matters to when you will be given access. We are scaling our infrastructure to allow for more capacity soon. We're aiming to let people from the waitlist in from November 3rd onwards as we publicly launch Street out of stealth. More on this soon.
For more information on our early access program visit:
street.app/news/introduci…
Shoot me a PM with your funds name and your role for early access.
Because of higher than expected demand, we we are opening up @Street__app on a rolling basis, meaning your waitlist spot actually matters to when you will be given access. We are scaling our infrastructure to allow for more capacity soon. We're aiming to let people from the waitlist in from November 3rd onwards as we publicly launch Street out of stealth. More on this soon.
For more information on our early access program visit:
street.app/news/introduci…
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A friend of mine is making $10M / month right now going to restaurants, hotels & construction companies in New York and brokering their data to AI labs.
Was a generational opportunity to start a company like this during late August - start of October. Seems like this inefficiency is about to be aggressively corrected by companies like Kled.
Was a generational opportunity to start a company like this during late August - start of October. Seems like this inefficiency is about to be aggressively corrected by companies like Kled.
the kled marketplace is now live: kled.ai/datasets
labs can request and browse datasets from the kled contributor network and a curated network of enterprise partners.
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Lukas Gruber retweeted
This is Kled V3. We've solved data collection for artificial general intelligence.
Any consumer dataset that can exist, can now be collected from physical reality in under 72 hours.
All powered by the largest and most comprehensive data application layer on the planet. (Thread)
Any consumer dataset that can exist, can now be collected from physical reality in under 72 hours.
All powered by the largest and most comprehensive data application layer on the planet. (Thread)
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Lukas Gruber retweeted
Today we announced the Claude-led discovery of a molecular machine that we suspect could represent a new gene editing mechanism. Its precise function, biotechnological utility (if any), or level of significance is not yet clear, but at minimum it is work I would have been proud to do as a PhD student. The work was done mostly, though not entirely, by Claude: our life sciences team suggested a broad area of research, Claude read through the literature and a bunch of genome data and discovered something interesting, then Claude proposed experiments to verify the discovery and our team carried them out.
It’s easy to dismiss this as a one-off or curiosity, but we’ve repeatedly seen a pattern where AI performance in new intellectual domains goes from weak to superhuman in a matter of a few years. In 2023 models struggled to do math at the level of an average high-school student. In 2024 they started to do well on math competitions for the best high-schoolers in the country, in 2025 they started to solve minor open problems, in early 2026 more significant open problems, and in late 2026 they are beginning to solve the top few open problems in all of mathematics. We believe AI for biology is on a similar exponential trend.
The main difference between biology and mathematics, of course, is that math can be done purely theoretically, while biology requires experimentation. Some have used this to draw the conclusion that AI’s utility in biology will be limited. We think this is wrong. As we’ve demonstrated today, humans can collaborate with AI to perform the experiments, validate key results in a few weeks and, if necessary, work with the AI to iterate on what they find. Eventually it may even be possible for Claude itself to safely perform the experiments by autonomously controlling lab equipment, with appropriate safeguards in place, but we aren’t doing that today (our lab is also a BSL1/BSL2 facility that doesn't handle materials dangerous to humans).
More broadly, biomedical advancement has many stages — from fundamental biology discoveries, to translational research, to drug discovery, clinical trials, and finally the actual delivery of medicines and health care to patients. We are also interested in these later stages, but even simply accelerating the first stage of fundamental biological discoveries has the potential to speed up and broaden the entire pipeline. Improving our understanding of biology and sharpening biologists’ tools can drive forward all of the later stages, for example by identifying new drug targets, finding new therapeutic modalities, allowing for more precise measurement, and speeding up the experimental loop which itself further accelerates our understanding of biology. This will not in itself speed up clinical trial times, but if it succeeds it could greatly increase the number of promising candidates that go into the pipeline — an increase in throughput even though latency remains.
In Machines of Loving Grace, I wrote about AI’s potential to “cure most diseases in 5-10 years” — a goal that sounds impossible, but one I believe is just barely possible if AI is applied to every stage of the pipeline. The first step is showing that AI can first help with, and then drive, biological discoveries.
Claude’s discovery is the latest in a line of related prior work that goes back decades, beginning with systems like CRISPR, and continuing with discoveries like the bridge recombinase and VIPR in the past few years. Recently, there has been heightened interest in systems based on reverse transcriptase (RT) enzymes, the enzyme underlying the system Claude identified. And most recently, a Stanford team working independently described a novel RT system with an associated non-coding array that is in some ways similar to the one Claude found, though they are distinct systems that evolved independently from each other. I believe that we’re at the very beginning of finding such systems and developing them into powerful tools for biotechnology.
I’m proud of the resources Anthropic has invested in accelerating the public benefits of AI through the life sciences, and we’re aiming both to grow our life sciences team and to work with other scientists to extend this approach to a broad range of problems. If you have a proposal for a research collaboration or are interested in joining our life sciences team, please reach out.
It’s easy to dismiss this as a one-off or curiosity, but we’ve repeatedly seen a pattern where AI performance in new intellectual domains goes from weak to superhuman in a matter of a few years. In 2023 models struggled to do math at the level of an average high-school student. In 2024 they started to do well on math competitions for the best high-schoolers in the country, in 2025 they started to solve minor open problems, in early 2026 more significant open problems, and in late 2026 they are beginning to solve the top few open problems in all of mathematics. We believe AI for biology is on a similar exponential trend.
The main difference between biology and mathematics, of course, is that math can be done purely theoretically, while biology requires experimentation. Some have used this to draw the conclusion that AI’s utility in biology will be limited. We think this is wrong. As we’ve demonstrated today, humans can collaborate with AI to perform the experiments, validate key results in a few weeks and, if necessary, work with the AI to iterate on what they find. Eventually it may even be possible for Claude itself to safely perform the experiments by autonomously controlling lab equipment, with appropriate safeguards in place, but we aren’t doing that today (our lab is also a BSL1/BSL2 facility that doesn't handle materials dangerous to humans).
More broadly, biomedical advancement has many stages — from fundamental biology discoveries, to translational research, to drug discovery, clinical trials, and finally the actual delivery of medicines and health care to patients. We are also interested in these later stages, but even simply accelerating the first stage of fundamental biological discoveries has the potential to speed up and broaden the entire pipeline. Improving our understanding of biology and sharpening biologists’ tools can drive forward all of the later stages, for example by identifying new drug targets, finding new therapeutic modalities, allowing for more precise measurement, and speeding up the experimental loop which itself further accelerates our understanding of biology. This will not in itself speed up clinical trial times, but if it succeeds it could greatly increase the number of promising candidates that go into the pipeline — an increase in throughput even though latency remains.
In Machines of Loving Grace, I wrote about AI’s potential to “cure most diseases in 5-10 years” — a goal that sounds impossible, but one I believe is just barely possible if AI is applied to every stage of the pipeline. The first step is showing that AI can first help with, and then drive, biological discoveries.
Claude’s discovery is the latest in a line of related prior work that goes back decades, beginning with systems like CRISPR, and continuing with discoveries like the bridge recombinase and VIPR in the past few years. Recently, there has been heightened interest in systems based on reverse transcriptase (RT) enzymes, the enzyme underlying the system Claude identified. And most recently, a Stanford team working independently described a novel RT system with an associated non-coding array that is in some ways similar to the one Claude found, though they are distinct systems that evolved independently from each other. I believe that we’re at the very beginning of finding such systems and developing them into powerful tools for biotechnology.
I’m proud of the resources Anthropic has invested in accelerating the public benefits of AI through the life sciences, and we’re aiming both to grow our life sciences team and to work with other scientists to extend this approach to a broad range of problems. If you have a proposal for a research collaboration or are interested in joining our life sciences team, please reach out.
Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR.
We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use.
Read more: anthropic.com/news/claude-di…
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Excited for this partnership with @AgemicaCom and @RonjonNag.
Excited to work together with @AgemicaCom on their mission to solve aging.
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the first prediction came true
„In the weeks before each major listing, the perp converges on the opening print with embarrassing accuracy - embarrassing, that is, for the underwriters who charged seven figures to arrive at the same number“
„In the weeks before each major listing, the perp converges on the opening print with embarrassing accuracy - embarrassing, that is, for the underwriters who charged seven figures to arrive at the same number“
Hyperliquid (Tradexyz) traders predicted the exact opening price of SpaceX.
The Hyperliquid SpaceX perp was trading at 171 just 1 minute before they announced the starting price of $171 per share.
app.hyperliquid.xyz/trade/xyz:SPCX
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0
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10,077
Lukas Gruber retweeted
Starting today, several of our existing equity investors and institutional investors are continuing to build a collective multi seven-figure position in $KLED.
Our equity round is now officially closed until our Series A, and I am personally directing any new institutional venture capital interest toward the $KLED token instead.
In addition, some token holders will have the exclusive opportunity to purchase equity in the company on the secondary market from a small number of former employees, further involving the token community in the company.
You can preview our existing investors on the home page of our website here: kled.ai
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Lukas Gruber retweeted
I think it’s time to revisit the accredited investor laws in the US.
Companies are staying private longer, where only accredited investors (aka rich people!) can invest. Retail investors can only come in after IPO, when much of the upside has already been captured.
These rules were created with the best of intentions, to protect regular people from scams - a noble idea. Unfortunately, in practice they've often made it illegal to get richer, unless you're already rich. A regressive tax!
We have to judge policies based on their outcomes, not on their intentions.
These are two possible routes I see:
1) Replace the rule with something merit-based, like a financial literacy test. Pass it and you're accredited. Having a qualification based on competency rather than your bank balance or income seems far more fair.
2) Remove the rule entirely. Let consenting adults assess their own risk. Disclosure requirements stay and fraud enforcement stays to punish bad actors.
Companies are staying private longer, where only accredited investors (aka rich people!) can invest. Retail investors can only come in after IPO, when much of the upside has already been captured.
These rules were created with the best of intentions, to protect regular people from scams - a noble idea. Unfortunately, in practice they've often made it illegal to get richer, unless you're already rich. A regressive tax!
We have to judge policies based on their outcomes, not on their intentions.
These are two possible routes I see:
1) Replace the rule with something merit-based, like a financial literacy test. Pass it and you're accredited. Having a qualification based on competency rather than your bank balance or income seems far more fair.
2) Remove the rule entirely. Let consenting adults assess their own risk. Disclosure requirements stay and fraud enforcement stays to punish bad actors.
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we underwrote @useKled @ 2m & with 0 users btw
it‘s at 300,000+ users now, raising equity rounds from waymo & doordash at 9 figures partnered with whop & several frontier ai labs.
venture power laws have been a flawed overfitted measurement for years now - avi patel is the best example of this
it‘s at 300,000+ users now, raising equity rounds from waymo & doordash at 9 figures partnered with whop & several frontier ai labs.
venture power laws have been a flawed overfitted measurement for years now - avi patel is the best example of this
We are excited to announce that Whop is now the official payments network for @useKled.
Kled is one of the fastest growing human data marketplaces in the world.
Now anyone can upload their data, complete tasks, and get paid through Whop.
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Lukas Gruber retweeted
Excited to join @StreetFDN as CTO.
Stanford CS + research at NASA and Intel pushed me deep into the engineering side of building. And time around VC (Peterson Ventures: Peterson Ventures and @StartX) made this clear: the best startups don't collapse b/c of bad products, but because of episodic capital.
You pitch. Get funding. Wait 6 months. Repeat.
Street flips this reality. We create a place for startups to go public earlier, unlock real price discovery, and stay continuously funded b/c they're tradable. Street changes fundraising cycles from months to days, letting founders build without the worry of where the next dollar is coming from.
That’s the mission: make valuable tokens for radical ideas. If crypto is going to matter long-term, it has to keep founders building.
-RH
Stanford CS + research at NASA and Intel pushed me deep into the engineering side of building. And time around VC (Peterson Ventures: Peterson Ventures and @StartX) made this clear: the best startups don't collapse b/c of bad products, but because of episodic capital.
You pitch. Get funding. Wait 6 months. Repeat.
Street flips this reality. We create a place for startups to go public earlier, unlock real price discovery, and stay continuously funded b/c they're tradable. Street changes fundraising cycles from months to days, letting founders build without the worry of where the next dollar is coming from.
That’s the mission: make valuable tokens for radical ideas. If crypto is going to matter long-term, it has to keep founders building.
-RH
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Crypto as we know it is over.
It's time to look at the abyss and stop acting like this industry will in any way recover if the leaders continue to act like everything is fine and the 50th perps DEX will solve this.
The Death of the Crypto VC sector is slowly unfolding during commitments have been on a low and didn't even remotely recover during a generational $16k -> $120k bull market. VCs like Mechanism/Tangent literally pivoted away from crypto. Half of the Paradigm team ragequit in the last 2 months, entire firms silently exited everything. Barely any crypto VC has been able to raise for another fund and the venture appetite is close to zero.
Please for the love of god look at the data & stop coping that this in any way is normal or will recover for a sector claiming to be on the frontier of technology. The risk appetite inside venture has been off the charts in the last 3 years, blockchain received only outflows. I spoke to so many VCs (both tradfi and crypto) in the past month, and close to nobody was optimistic about them being able to raise for another crypto-fund.
We are at the tail end of blockchain innovation.
"Oh ownership coins fix this" No they don't. Sorry to burst your bubble, but as the founder of a company doing "ownership" structures, this fixes exactly nothing. It's a band-aid of complacency. I'd argue it actually makes it worse, because no talented young founder will chose to give anonymous tokenholders full control of their business, it just turns crypto even more into this autistic cypherpunk delusion.
Blockchain & especially alt coins has moved from the frontier of technology to an un-investable asset class who's building products who nobody needs. And the VCs who are left are trying their best to unauthentically manufacture narratives, fund the current hot thing (just to be left at 0 after the 3y vesting starts, and the current hot thing turned out to be not so societally important as the fast moving crypto sector thought it would be).
The frontier of technology has moved away from blockchain and sits at AI & Robotics right now and blockchain right now is seen as the weird industry you enter to build something meaningless for exit liquidity.
If we want this industry to bloom again, we need to work to get rid of the 3 in web3 and come back to reality.
We need to go towards the epicenter of the current innovation and not try to artificially replicate it inside crypto.
It's either valuable tokens for web2 startups or this sector & especially the venture market goes to 0.
@StreetFDN
It's time to look at the abyss and stop acting like this industry will in any way recover if the leaders continue to act like everything is fine and the 50th perps DEX will solve this.
The Death of the Crypto VC sector is slowly unfolding during commitments have been on a low and didn't even remotely recover during a generational $16k -> $120k bull market. VCs like Mechanism/Tangent literally pivoted away from crypto. Half of the Paradigm team ragequit in the last 2 months, entire firms silently exited everything. Barely any crypto VC has been able to raise for another fund and the venture appetite is close to zero.
Please for the love of god look at the data & stop coping that this in any way is normal or will recover for a sector claiming to be on the frontier of technology. The risk appetite inside venture has been off the charts in the last 3 years, blockchain received only outflows. I spoke to so many VCs (both tradfi and crypto) in the past month, and close to nobody was optimistic about them being able to raise for another crypto-fund.
We are at the tail end of blockchain innovation.
"Oh ownership coins fix this" No they don't. Sorry to burst your bubble, but as the founder of a company doing "ownership" structures, this fixes exactly nothing. It's a band-aid of complacency. I'd argue it actually makes it worse, because no talented young founder will chose to give anonymous tokenholders full control of their business, it just turns crypto even more into this autistic cypherpunk delusion.
Blockchain & especially alt coins has moved from the frontier of technology to an un-investable asset class who's building products who nobody needs. And the VCs who are left are trying their best to unauthentically manufacture narratives, fund the current hot thing (just to be left at 0 after the 3y vesting starts, and the current hot thing turned out to be not so societally important as the fast moving crypto sector thought it would be).
The frontier of technology has moved away from blockchain and sits at AI & Robotics right now and blockchain right now is seen as the weird industry you enter to build something meaningless for exit liquidity.
If we want this industry to bloom again, we need to work to get rid of the 3 in web3 and come back to reality.
We need to go towards the epicenter of the current innovation and not try to artificially replicate it inside crypto.
It's either valuable tokens for web2 startups or this sector & especially the venture market goes to 0.
@StreetFDN
[ ZOOMER ]
KYLE SAMANI STEPS DOWN FROM MULTICOIN, MOVES ONTO OTHER TECH AREAS
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