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RT @illscience: this is a super important principle: price is a proxy for product-market fit
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RT @illscience: this is a super important principle: price is a proxy for product-market fit
Marc Andreessen: “I’m always urging founders to raise prices, raise prices, raise prices.”
“We spend a lot of time working with our companies on pricing,” a16z co-founder Marc Andreessen explains. “It’s really this magical art and science that a lot of companies don’t take seriously enough.”
Marc continues:
“A core principle of pricing is that you don’t want to price by cost if you can avoid it. You want to price by value. Especially when you’re selling to businesses, you want to price as a percentage of the business value you’re creating.”
He gives the example of building an AI that can do the job of a programmer, a lawyer, or a radiologist:
“Can you price by value and get a percentage of what otherwise would’ve literally been a person? Or equivalently can you price by marginal productivity? If you can take a human doctor and make them much more productive because you give them AI, can you price as a percentage of the productivity uplift?”
Marc argues that high prices are under-appreciated by founders:
“The naive view on pricing is the lower the pricing, the better it is for the customer. The more sophisticated way of looking at it is that higher prices are often good for the customer because the higher price means the vendor can make the product better, faster. Companies with higher prices and higher margins can actually invest more in R&D and make the product better. Most people who buy things aren’t just looking for the cheapest price. They want something that’s going to work really well.”
Marc also emphasizes this point in an interview in Elad Gil’s High Growth Handbook:
“What I hear from companies is, ‘Oh, we have an awesome moat, and we’re still going to price our product cheap, because we think that’s somehow going to maximize our business.’ I’m always urging founders to raise prices, raise prices, raise prices. I’m always urging founders to raise prices, raise prices, raise prices.
First of all, raising prices is a great way to flesh out whether you actually do have a moat. If you do have a moat, the customers will still buy, because they have to. The definition of a moat is the ability to charge more. And so number one, it’s just a good way to flesh out that topic and really expose it to sunlight.
And then number two, companies that charge more can better fund both their distribution efforts and their ongoing R&D efforts. Charging more is a key lever to be able to grow. And the companies that charge more therefore tend to grow faster.
That’s counterintuitive to a lot of engineers. A lot of engineers think there’s a one-dimensional relationship between price and value. They have this mental model of commerce like they’re selling rice or something. It’s like, “My product is magical and nobody can replicate it, and I need to price it like it’s a commodity.” No, you don’t. In fact, quite the opposite. If you price it high, then you can fund a much more expensive sales and marketing effort, which means you’re much more likely to win the market, which means you’re much more likely to be able afford to do all the R&D and acquisitions you’re going to want to do. And so we always try to snap people into a two-dimensional mindset, where higher prices equals faster growth.”
Video source: @a16z (2026) tweet
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Fiscal.ai
JPMorgan CFO on capping credit card rates:
"People will lose access to credit... especially the people who need it the most"
$JPM https://t.co/ENOrmyas5L
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JPMorgan CFO on capping credit card rates:
"People will lose access to credit... especially the people who need it the most"
$JPM https://t.co/ENOrmyas5L
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The Few Bets That Matter
Setting up greatly for tomorrow's potential tariffs ruling.
$VIX is warmed up.
$SPY is at ATH.
$BTC stars an uptrend.
$GOLD at ATH.
There's no way to anticipate anything. There’s a bullish and bearish case for both outcomes:
If ruled illegal: Will companies get refunds? If the government pays them back via stimulus, the market will love it. If not, finding the money will be hard and the market won’t like that.
If ruled legal: Nothing changes. The market likes stability so short term, great, but it means tariffs can be used and therefore, will be used once again as negation tools and put pressure on lower-income households.
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Setting up greatly for tomorrow's potential tariffs ruling.
$VIX is warmed up.
$SPY is at ATH.
$BTC stars an uptrend.
$GOLD at ATH.
There's no way to anticipate anything. There’s a bullish and bearish case for both outcomes:
If ruled illegal: Will companies get refunds? If the government pays them back via stimulus, the market will love it. If not, finding the money will be hard and the market won’t like that.
If ruled legal: Nothing changes. The market likes stability so short term, great, but it means tariffs can be used and therefore, will be used once again as negation tools and put pressure on lower-income households.
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The Few Bets That Matter
$PATH was up +1.62% in the last 30 minutes.
Why? Because smart money moves last.
And they told you everything you needed to know, without speaking a word.
Big accounts need time to size and decide. If prices stick below an area they care about, they act at the close. Why buy before?
Why not after? Because pre-market is illiquid, dagerous and outside of their working hours. The last moment to step in is before close.
That’s why only the close matters. The rest of the day is noise. The close tells you what the market really wants.
Price action matters because it’s self-fulfilling: If enough capital watches the same level, it works, wether you believe it, or not.
Period.
Today showed that the market refuses to let $PATH close below the daily 50. Not by chance, by demand. Liquidity stepped up, buyers stepped up because they wanted to buy the asset. They are interested.
The daily 50 has been the key level for weeks, months even. This is where real players accumulate in the current range.
The day it breaks at the close, buyers didn’t step up, by choice or by constraint. That’s when you worry.
Until then, if you’re bullish:
You buy.
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$PATH was up +1.62% in the last 30 minutes.
Why? Because smart money moves last.
And they told you everything you needed to know, without speaking a word.
Big accounts need time to size and decide. If prices stick below an area they care about, they act at the close. Why buy before?
Why not after? Because pre-market is illiquid, dagerous and outside of their working hours. The last moment to step in is before close.
That’s why only the close matters. The rest of the day is noise. The close tells you what the market really wants.
Price action matters because it’s self-fulfilling: If enough capital watches the same level, it works, wether you believe it, or not.
Period.
Today showed that the market refuses to let $PATH close below the daily 50. Not by chance, by demand. Liquidity stepped up, buyers stepped up because they wanted to buy the asset. They are interested.
The daily 50 has been the key level for weeks, months even. This is where real players accumulate in the current range.
The day it breaks at the close, buyers didn’t step up, by choice or by constraint. That’s when you worry.
Until then, if you’re bullish:
You buy.
The open doesn’t matter.
The day doesn’t matter.
Only the close does.
Why? Because the close is where everyone agrees to stop.
If you really want a price, you don’t wait, you buy.
If no one buys, no one wanted it.
That’s what a candle’s close tells you. What market participants chose to do during that time.
Only the close matters. tweet
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Startup Archive
RT @perchdotapp: Naval Ravikant: “Pride is the enemy of learning”
“When I look at my friends and colleagues, the ones who are still stuck in the past and have grown the least are the ones who were the proudest because they feel they already had the answers and don’t want to correct themselves publicly . . . Pride prevents you from saying, ‘I’m wrong.’”
Naval continues:
“It could be as simple as trading stocks and you don’t admit you were wrong, so you hang on to a lousy trade. It could be that you made a decision to marry someone or move somewhere or enter a profession and it doesn’t work out; then you don’t admit you were wrong so you get stuck in it. It’s mostly about getting trapped in a local maxima as opposed to going back down and climbing the mountain again. The great artists always have the this ability to start over, whether it’s Paul Simon or Madonna or U2. Even the great entrepreneurs, they’re just always willing to start over.”
source: @ChrisWillx (2025)
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RT @perchdotapp: Naval Ravikant: “Pride is the enemy of learning”
“When I look at my friends and colleagues, the ones who are still stuck in the past and have grown the least are the ones who were the proudest because they feel they already had the answers and don’t want to correct themselves publicly . . . Pride prevents you from saying, ‘I’m wrong.’”
Naval continues:
“It could be as simple as trading stocks and you don’t admit you were wrong, so you hang on to a lousy trade. It could be that you made a decision to marry someone or move somewhere or enter a profession and it doesn’t work out; then you don’t admit you were wrong so you get stuck in it. It’s mostly about getting trapped in a local maxima as opposed to going back down and climbing the mountain again. The great artists always have the this ability to start over, whether it’s Paul Simon or Madonna or U2. Even the great entrepreneurs, they’re just always willing to start over.”
source: @ChrisWillx (2025)
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The Few Bets That Matter
$ETH - I mean... The signs were there.
Question is, did you pay attention?
Now bouncing on the daily 200. Don't get cocky, the point to be was earlier, now it's time to be patient and see how strong that buying power is.
Let's ride now. https://t.co/d9LIkoIilN
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$ETH - I mean... The signs were there.
Question is, did you pay attention?
Now bouncing on the daily 200. Don't get cocky, the point to be was earlier, now it's time to be patient and see how strong that buying power is.
Let's ride now. https://t.co/d9LIkoIilN
$ETH gave you the perfect pullback.
While everyone is explaining that Friday's rulling on tariffs will be the new liberation day, crypto is telling you the contrary.
Many other stocks have bullish setups, after weeks/months of everyone telling you the bull run wasn't over.
The irony. tweet
Moon Dev
so many freebies today
in our private zoom today i built ai agents for the hyperliquid data layer
everyone who joined got the full replays plus a free api key and the quant app
if you grab a ticket for tomorrows stream you get todays replay
tomorrow i will give out the free bonuses again
dont miss tomorrow grab your ticket here https://t.co/Aw7dcEw2RV
moon dev
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so many freebies today
in our private zoom today i built ai agents for the hyperliquid data layer
everyone who joined got the full replays plus a free api key and the quant app
if you grab a ticket for tomorrows stream you get todays replay
tomorrow i will give out the free bonuses again
dont miss tomorrow grab your ticket here https://t.co/Aw7dcEw2RV
moon dev
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God of Prompt
RT @alex_prompter: If you're still coding without Claude, you're wasting hours.
I built 23 projects using these prompts.
Here are 8 Claude coding prompts that replaced my entire workflow: https://t.co/PsN5ta7eQA
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RT @alex_prompter: If you're still coding without Claude, you're wasting hours.
I built 23 projects using these prompts.
Here are 8 Claude coding prompts that replaced my entire workflow: https://t.co/PsN5ta7eQA
tweet