immad
@immad • 898,161 subscribers
CEO @Mercury. Investor: @Etched, @Deel, @AppliedInt, @Stoke_Space, @DecagonAI, @Substack, 300+. Cohost of @FoundersInArms
Shorts
Videos
Wearable AR has had a decade of attempts and still hasn't found the product. The pattern is familiar: a technology looks inevitable long before it's actually usable. Worth remembering the next time something seems like it should obviously work. More from our conversation with stephen balaban of Lambda on Founders in Arms. Link in bio.
immad17,503 次观看 • 8 天前
10 million American households control 40% of the country's investable wealth. Mo's building for that $1-30M segment specifically. Not because it's small, but because almost nobody is building the right product for it. Most fintech targets either the mass market or ultra-high-net-worth with a private banker attached. This middle segment gets ignored. It's also the fastest-growing segment. The US added roughly 750,000 new millionaires last year. That's a lot of people whose financial needs are getting more sophisticated but who don't have the right tools yet. Full episode with Mo Al Adham in bio. #WealthManagement #Fintech #Investing #StartupFounders #PersonalFinance #FoundersInArms
immad31,529 次观看 • 1 个月前
Every VC had a reason Vercel shouldn't exist. Guillermo Rauch heard a different reason from every investor he spoke to when building Vercel, and he kept going anyway. He joined us live at Mercury HQ in SF for Founders in Arms, and this was one of the sharpest moments in the conversation: the idea that consensus is a signal to walk away, not lean in. Full conversation with Guillermo Rauch (CEO, Vercel) on the latest Founders in Arms episode. Link in bio.
immad67,103 次观看 • 4 个月前
The dot-com crash took 14 years to recover. AI's correction (if it comes) will take 5-8 years max. The real risk isn't the technology failing. It's people starting with solutions and looking for problems. When you see "I have AI, where should I use it?" instead of "I have this problem, can AI solve it?" that's when capital gets misallocated. But here's the thing: if the value created by AI continues to outpace the stupid mistakes we're making, we might skip the downturn entirely. The question isn't whether AI is overhyped. It's whether the good will outweigh the bad fast enough. More from Parag Agrawal (Founder at Paralllel) on building infrastructure for the agentic web in our latest Founders In Arms Podcast episode. Link in bio.
immad71,169 次观看 • 10 个月前
Mercury Personal is now live after a year in waitlist. The core insight: personal finances are actually complex, but every bank treats them like they're simple. You have multiple people who need different levels of access. You're moving money between business and personal constantly if you have an LLC. We built this because business banking solved these problems years ago, but personal banking pretends they don't exist. Full conversation with Raj on why we built this despite pushback from investors and team—link in bio.
immad15,463 次观看 • 9 个月前
Emmett Shear (Softmax, former Twitch CEO) on why alignment is the most dangerous capability we're developing, not because it prevents evil, but because it enables coordination at scale. Industrial-scale good requires alignment. So does industrial-scale evil. No one can write down a complete, consistent definition of "the good." We're ambiguous even to ourselves. So when someone says "we're making AI that does the good," what they really mean is "we're making AI that does what I think is good." And that's a power grab, whether they realize it or not. More from our conversation with Emmett Shear on Founders in Arms. Link in bio.
immad10,392 次观看 • 9 个月前
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