
founder @Mailformio & @heldawayinvest. Former trader @UBS. I often see a series of cashflows and some risk and you should too
New York
Joined July 2011
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My sister makes great Jewelry - buy some for your f̵r̵i̵e̵n̵d̵s̵ self : octavejewelry.com/ =)
newyorker.com/culture/rabbit…
Temi Omojola retweeted
Strikes me this implies the company is certainly using customer’s prompts as part of the training data? Otherwise, why would it matter? There would be no impact to the larger system.
Open to hearing why this is wrong.
Temi Omojola retweeted
Ok, now do Intuit $INTU next
This guy re-created all the adobe apps with opus-5.5, ported them to rust, and opensourced them
something really cool is happening
Readers added context they thought people might want to know
These projects are partial open-source Rust reimplementations of Adobe apps (built rapidly with AI agents), not complete recreations; their READMEs and roadmaps document many missing features and features still in development.
github.com/storytold/phot…
github.com/storytold/vect…
github.com/storytold/vect…
github.com/storytold/film…
github.com/storytold/film…
github.com/storytold/ligh…
getartcraft.com
Replace tokens for “impressions” and it does look a bit like the winners from the last wave
open.substack.com/pub/ayokun…
Temi Omojola retweeted
Introducing Cues: Voice & Gesture control for Matic
We raised $115M and spent 9 years to make the world’s first intuitive home robot
Say you spilled coffee: Point to the spill and say, "Hey Matic, clean this" and it will hear, see, locate in 3D, and go clean on its own.
Matic comes with a lot of features:
1. Say "Hey Matic" - it locates your voice, turns, and looks at you
2. Say "Hey Matic, follow me" and start walking. Matic will follow behind
3. Say "Hey Matic, go clean the living room". Since it knows your house map, it navigates and just does it
It's so easy, a 5 year old and an 80 year old can use it and it understands 75 different languages.
Matic has 8x the airflow, specialised cleaning algorithms for rugs, corners, toekicks, mopping, etc and cleans better than any other robot vacuum.
Also keeps improving with software updates.
13,000 families use and love Matic.
WIRED magazine gave it a 10/10 (the only hardware to receive this rating in a decade)
Buy yours at maticrobots.com and if you don't love it after 6 months, we'll give you a full refund.
To celebrate our launch, we're cleaning 300 homes with Matic in San Francisco and New York City.
Comment "Matic" below, we'll send you the link to sign up and come to your doorstep to clean your home with Matic.
Temi Omojola retweeted
It’s really disingenuous (or uninformed) to dress this up as a forward curve.
A key component of forward curves is physical delivery of assets, which is missing from prediction markets.
In the event that financing and storages cost decouple from forward curves, investors can compete away differences. It is the combination of speculation, suppliers of a commodity and consumers of a commodity that can keep markets in check.
A much better way to do this is to have defined delivery contracts versus secondary marketplaces of compute. To “deliver” the compute to the owner of the contract.
If you want to understand how these curves actually work, my friend Nic Johnson wrote a fantastic book called Intelligent Commodity Indexing when he ran the PIMCO fund. Or for the interest rate aspect Antii Ilmanen’s papers or Frank Fabozzi’s book.
I think we do often live in the digital world that we forget that reality and physicality are what keeps us moored.
Today, we launched GPU compute forward curves derived from our prediction market prices. Forward curves are now available on Nvidia B200. H200, and A100 chips.
Forward curves track implied future prices. They are how mature commodity markets form expectations, allocate capital, and manage risk. Energy, interest rates/SOFR, FX, metals, and agricultural markets all rely on market-implied forward prices.
Despite becoming one of the key inputs in the global economy, compute has lacked that market-derived infrastructure. Compute right now is where oil was before NYMEX — traded only via OTC deals, just like oil used to trade OTC between producers and refiners. As compute becomes as fundamental to the economy as energy, the industry will need a similar derivative market to promote efficient price discovery.
Prediction markets are uniquely suited to this problem. Compute is not one uniform commodity and spans many chips, grades, tenors, locations, and contract structures. A live prediction market can aggregate those dispersed views into transparent prices that reflect market expectations for different maturities.
The opportunity is big. Hyperscalers are spending over $700B on compute this year and the market is expected to grow to $7-10T by 2030. If this market behaves like traditional commodity markets, a liquid derivative market could be 10-20x bigger than the underlying spot market.
Compute is still not uniform enough, but this is a step towards standardization as forward curves will help us see the rise and fall of different model prices and how they correlate.
The forward curve is a first step. Up next: futures and perps.
Temi Omojola retweeted
Replying to @patio11
I've been working on tax software for the past 5 years. This is the last year anyone will have to pay for TurboTax.
You can try it yourself today:
- add the Aiwyn Tax connector inside of Claude (link below)
- give it access to your tax documents (W-2s, etc.)
- ask Claude to prepare your tax return
...and that's it!
Temi Omojola retweeted
Replying to @CAMP_Realty @zachweinberg
thanks for the usage report!
> I wonder how long till it can do complex 1065 returns
Soon™️
xitter.cf/michaelrbock/status/20…
I've been working on tax software for the past 5 years. This is the last year anyone will have to pay for TurboTax.
You can try it yourself today:
- add the Aiwyn Tax connector inside of Claude (link below)
- give it access to your tax documents (W-2s, etc.)
- ask Claude to prepare your tax return
...and that's it!
There should be lasting penalties for all companies who support this new Calendar marketing spam trend.
these are bad people...
question your defaults
xitter.cf/ay_o/status/2031562331…
Temi Omojola retweeted
After hearing from developers building with AI agents, we expanded access to our API.
Since then, programmatic card creation on our platform has exploded.
Temi Omojola retweeted
“Cryptocurrency is just re-learning thousands of years of finance history from first principles” - @matt_levine
Everybody says this, yet nobody seems to be able to even start to describe what they are doing.
Terra/Luna exploded because it was an unsound system. Jane Street helped it implode, but it would have imploded regardless.
Now, Jane Street was dumping BTC during times of thin liquidity, and once again, unless you are leveraged to the tits, in which case it's only a matter of time before you go bust, this doesn't affect you.
Jane Street is not a magical entity that can do whatever it wants with the market. And this is why nobody is able to describe what they are doing other than in vague and meaningless terms like it "goes deeper".
Temi Omojola retweeted
If you have seen an at-scale use of coding agents on a human-developed at-scale code base and can share your story, DM me! I'd love to hear real stories in this area. So far I've only seen de-novo vibe coded apps, marginal low-scale agent work on existing code bases, and lies.
Congrats! To the @maticrobots team
Announcing $60M for @maticrobots.
We didn't ask "What's the most impressive robot we can demo?"
We asked "What's the most useful robot we can ship? What comes after Roomba?"
Customers answered with their wallets: It's Matic.
What comes after Roomba? It's not humanoids - it's Matic
Carney has been correct for a long time.. maybe this can be accomplishe din a crypto product
bankofengland.co.uk/-/media/…
Temi Omojola retweeted
Why is the conclusion for experts whose current job is disrupted by AI “I’m being replaced” and not “I can do 10x the work”? Process over outcomes, I guess
This quoted post is unavailable.
Jpow not taking it sitting down federalreserve.gov/newsevent… via @FederalReserve
























