building things @electriccapital (https://xitter.cf/t.co/0FFbIOucHh 👀) - prev: bloomberg
New York, NY
Joined August 2015
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Emre ⚡ retweeted
Curtis is @ElectricCapital’s secret weapon. You should listen and follow @curtis0x
Privacy Panel with @Google, @ElectricCapital, @TryMapleAI, and @TinfoilAI
@curtis0x, @marksuman, @t0nyav, and @_shruthig discuss why privacy matters more with AI, local models, secure enclaves, FHE, payments, and how private, open-source AI can become mainstream ↓
Timestamps:
0:00 - Why AI makes privacy more important
07:00 - Protecting freedom of thought from AI
08:40 - How secure enclaves make AI private
11:01 - The security risks and limitations of TEEs
12:48 - Balancing privacy with usability and convenience
14:34 - How fully homomorphic encryption protects AI data
18:30 - The privacy stack for AI: FHE, TEEs, payments, and local models
19:29 - How to make private, open-source AI mainstream
23:57 - What privacy’s “Signal moment” could look like
Emre ⚡ retweeted
Today we are open sourcing Quest, an AI harness that we built at @ElectricCapital, used by all of our teams every day.
Deploying AI to a whole organization is not easy. We looked at many, many options.
Ultimately, there were two reasons that led us to build our own harness: 🧵
Emre ⚡ retweeted
Love Linus' pragmatism here: "AI is a tool, just like other tools we use."
The data agrees: 1 in 12 Linux kernel commits merged last month disclosed AI assistance.
A year ago that number was zero.
Absolutely beautiful rant about AI in Linux Kernel from Linus yesterday:
I realize that some people really dislike AI, but this is an area
where I'm willing to absolutely put my foot down as the top-level
maintainer.
Linux is not one of those anti-AI projects, and if somebody has issues
with that, they can do the open-source thing and fork it.
Or just walk away.
AI is a tool, just like other tools we use. And it's clearly a useful one.
It may not have been that "clearly" even just a year ago, but it's no
longer in question today.
There are other questions around AI (like what the economy of it will
actually look like in the end), but "is it useful" is no longer one of
those questions. Anybody who doubts that clearly hasn't actually used
it.
Yes, it can also be a somewhat painful tool, both for maintainer
workloads and just from a "it keeps finding embarrassing bugs"
standpoint.
But the solution is not to put your head in the sand and sing "La La
La, I can't hear you" at the top of your voice like some people seem
to do.
The solution is to make sure those LLM tools _help_ maintainers
instead of just causing them pain. There's no question on that side.
We're not forcing anybody to use it, but I will very loudly ignore
people who try to argue against other people from using it.
And no, AI isn't perfect. But Christ, anybody who points to the
problems at AI had better be looking in the mirror and pointing at
themselves at the same time.
Because it's not like natural intelligence is always all that great either.
The kernel project has been and will continue to be about the technology.
Sure, the social angle of working on open source is important and
often a very motivating part of the project, but in the end that's a
side benefit, not the _point_ of the project.
This is *NOT* some kind of "social warrior" project, never has been,
and never will be.
In the kernel community we do open source because it results in better
technology, not because of religious reasons.
And so we make decisions primarily based on technical merit. Not fear
of new tools.
Linus
Emre ⚡ retweeted
Episode 233: Why the Best Investors are Builders with Avichal Garg and Ken Deeter of Electric Capital
@alextapscott @avichal @puntium @ElectricCapital @CMCC_Global
0:00 Introduction: crypto VC evolution and investors as engineers
3:04 Guest intro: Avichal Garg and Ken Deeter of Electric Capital
3:30 AI agents + crypto: inevitable but evolving integration
6:00 Why agents aren’t fully autonomous yet (legal + infra constraints)
10:00 Agents as economic actors and enterprise adoption
13:30 AI inside companies: automation, workflows, and efficiency gains
16:30 Future of companies: smaller teams, greater output
20:00 Explosion of startups and new business models
24:00 Capital shifts: software → infrastructure, energy, real-world assets
28:30 New funding models: crowdfunding, DeFi, and agent economies
32:00 Tokens today: hype vs fundamentals
36:30 Global demand for USD yield and crypto adoption
41:00 Token vs equity debate and regulatory overhang
45:00 Closing thoughts and future outlook
Emre ⚡ retweeted
We mapped 501 sources of real-world yield in traditional finance.
Only 34 have any meaningful on-chain presence.
We break down:
- what keeps the other 467 off-chain
- why distribution is the biggest bottleneck
- what needs to be built to bring them on
Emre ⚡ retweeted
This week I'm releasing a 1h conversation with @avichal, Co-Founder of @ElectricCapital and Chairman of @crypto_council.
Avichal and I discuss why crypto's institutional moment is earlier than you think, why digital assets will eat gold and silver, and what it takes to survive 15 years of building in this space.
We talk about:
- Why ETH is where Bitcoin was in 2019 and what that means for the next 5 years
- Stablecoin banks vs neobanks why spending on-chain is addictive once you try it
- Solana as the AWS of crypto - computational layer for retail financial transactions
- Why digital gold (BTC) and digital silver (ETH) will eat trillions in market share
- The hundreds of L1s thesis - why we're nowhere near blockchain saturation
- Resisting temptation and separating signal from noise in a hype-driven industry
And much much more….
Out this week!
Emre ⚡ retweeted
1/ We @ElectricCapital want to invest in 26 ideas that give users control, privacy, & access.
Why now:
•Trust in institutions is collapsing
•AI centralizes power but lowers build costs
•User-owned tech defends personal freedom
data.electriccapital.com/pos…
👇
We’re open sourcing our entire developer dataset as Open Dev Data.
This is the same data that powered the Developer Report, now available to everyone to tell their own story!
1/ Announcing Open Dev Data, an open source dataset and tooling stack to measure developer activity across crypto and the decentralized web.
Starting in 2025 we are retiring our standalone annual Developer Report and replacing it with this continuously updated platform. 🧵👇
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Emre ⚡ retweeted
Delighted to announce @0xren_cf has been promoted to General Partner at @ElectricCapital!
Ren started as an engineer at Electric & has grown into a phenomenal investor and unique thinker.
Founders are lucky to work with him. We are lucky to have him at Electric.
Link below 👇
Emre ⚡ retweeted
No matter the chain or ecosystem you need at least 6 months.
First 10 days: ~50% of devs give
After 3 months: ~50% of the remaining 50%
After 6%: ~3% of the remaining 25%
No shortcuts to learning.
Amazing data from @ElectricCapital
Emre ⚡ retweeted
1/ You hired the wrong designer.
I know because I’ve lived every angle of this: early Uber, Stripe, Shopify, founding my own startup, managing big design teams.
Most bad hires aren’t bad designers. They’re just the wrong fit for the stage. Here’s the framework I use to get it right. 🧵
Emre ⚡ retweeted
⚡️We're deeply grateful for @ElectricCapital's generous donation of $400K in funds and in-kind support.
Electric Capital has been with us from the very beginning, and we admire their unwavering commitment to advancing security across the crypto ecosystem.
Emre ⚡ retweeted
🎙️ New @edge_pod
💥 Why ETH Is The Best Way To Bet On The Stablecoin Boom
0:00 - Intro
5:36 - Background on Electric Capital
7:21 - Why write this stablecoin report
9:29 - Outsized demand for stablecoins
10:59 - Ethereum is the chain for stablecoins
15:48 - Value of decentralization on Ethereum
24:02 - ETH as a reserve asset and SoV
27:29 - DATs accelerating demand for ETH
30:27 - Big money connects ETH to stablecoin growth
37:39 - Stablecoin flywheel can't be forked
44:10 - Risks to Electric Capital’s thesis for ETH
48:25 - Role of L2s in ETH stablecoin flywheel
50:41 - Closing
🙏 Special thanks to @MariaShen and @sanjaypshah of @ElectricCapital for joining us!
The best AI projects don't start with viral tweets.
They start with quiet stars from the smartest founders & engineers.
@garythung built SourcePulse to surface that early signal — and a lot more.
Emre ⚡ retweeted
1/ 10 years ago, Ethereum was born to rewrite the rules of programmable finance.
Today, ahead of Ethereum's anniversary, we’re thrilled to introduce ETHZilla, a NASDAQ-listed treasury vehicle for Ethereum, by Ethereum.
It will commence trading under the ticker $ATNF.
Stablecoins are the Trojan horse for a new financial internet.
They bring dollars in but will quietly expand demand for programmable, decentralized rails.
Ethereum is uniquely positioned to power this shift.
See the thesis by @MariaShen & @sanjaypshah on why and how ETH captures the upside.
Stablecoins are spreading the dollar faster than any financial tech in history.
And Ethereum is becoming the financial backbone.
For Ethereum’s 10th birthday, we’re publishing our updated @ElectricCapital ETH thesis:
Remaking the Case for ETH 🧵
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