Christian WealthTech Bitcoin IREN CIFR IBIT MSTR ASST MPJPY STRC STRK Dartmouth Football Arlington Ventures
Arlington, TX
Joined June 2009
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I’m shifting to be more active here. Some background on me.
Following Jesus since childhood
@dartmouth and @DartmouthFTBL alumni
Married with kids ages 10-15
Live in DFW
Involved in Foster Care & Adoption
Career in Fintech/TradFi/Venture Capital
Elder in SBC churches
Involved in global missions and Business As Missions
Enjoy Global travel with the family
Bitcoiner since 2021
Co-founder 4 businesses in past 4 years
Will be creating content related to Christian Formation, Entrepreneurship, Investing and Bitcoin. Have focused on LinkedIn as my content platform historically but shifting to be here as well.
The next chokepoint working with AI.
You. Reviewing your agents work is the chokepoint for those leaning into AI.
Everyone is building agents to execute work.
Soon the real job will be training independent agents to review it. 1/6
5/6
This is Jevons’s Paradox for knowledge work.
As execution gets cheaper, we demand more of it.
AI makes us dramatically more productive when measured by outcomes.
That does not mean we sit back and chill.
"You shall love the Lord your God with all your heart and with all your soul and with all your mind. 38 This is the great and first commandment. 39 And a second is like it: You shall love your neighbor as yourself. 40 On these two commandments depend all the Law and the Prophets."
Matthew 22:37b-40
Stop listening to VCs.
79% of startups funded by traditional VC walk away with nothing.
AI will enable startups to run with incredible efficiency.
Marshall Smith 👨🏼💻 retweeted
Bears cannot comprehend when everyone thinks we are in a bubble that they are literally the signal that we are not in a bubble. Bullish IREN CIFR BTC
The more you use AI, the more you will work.
That sounds backwards. It is not... trust me.
Every agent removes a constraint. Output skyrockets. New ideas become possible. The backlog gets bigger.
Then the human review step becomes the next chokepoint.
So the next phase of adopting AI requires us to train independent agents that can take over our review milestones.
They need to understand:
Your goals.
Your quality standards.
Your risk tolerance.
Your decision process.
When to act.
When to escalate.
The work shifts from completing the task to teaching judgment.
The advantage will go to people who can identify the next constraint and transfer their judgment into an agent faster than everyone else.
Less execution.
More training.
More leverage.
I still do not see less work anytime soon.
Vibe Coding > Human Coding.
Vibe coding needs a rebrand. The current narrative is that vibe coding doesn't match human coding. We are seeing this narrative unravel in real time.
The current "cyber attacks" are demonstrating that "vibe coding" defined as AI assisted coding is far superior to human coding which has left websites, software and systems vulnerable.
A human developer using AI is currently a differentiator but my view is that this edge will wane over time as the AI powered capabilities continually self improve. Soon the intent of the human + the capabilities of the AI platforms will create nearly the same value.
Vibe Coding is winning.
The MSTR ASST Prefs aren’t printing yet… buckle up
When the prefs light… we will go up fast.
SATS SATA STRC STRK STRD STRF
Marshall Smith 👨🏼💻 retweeted
God, grant me the serenity to accept the things I cannot change, the courage to change the things I can, and the wisdom to know the difference.
- Reinhold Niebuhr
Why everyone is selling CRWV, IREN CIFR
Why I’m buying IREN & CIFR
There simply isn’t enough compute available and the demand isn’t going away no matter what the narratives and headlines state.
It’s hard to understand when you invest based on narratives, fear and not being “wrong” when price is what tells you what is “right”.
While investors flee AI and HPC exposure, those that underwrite medium and long term see opportunity and invest accordingly. If it was easy to buy the fear, more would do it… sadly few get this.