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Tyler Tarsi
首席技术官 @OmniFDN。自由极简主义者,技术乐观主义者。Ex-quant, Ex-Applied AI.@Harvard CS & 数学 & 经济学。
这不会是一个拥有传统金融吸引力的公司对Cosmos公司的最后一次收购。
也许这就是许多缺乏产品市场契合度的加密原生团队的前进之路?而不是让所有开源技术都被Robinhood等公司剽窃。
自然契合:
- Cosmos生态系统构建了令人难以置信的基础设施,但在加密原生用户之外的分发上遇到了困难。
- 拥有强大传统金融关系的RWA平台,如Ondo,拥有更清晰的产品市场契合度和监管定位,但需要Cosmos团队开发的工程能力。
Strangelove构建了出色的开源工具,正是你需要的,以扩展区块链生态,而Ondo的机构关系提供了Cosmos技术所缺失的分发。
随着监管透明度的提高,预计会有更多这样的组合。
各方都在做聪明的举动。

Ondo Finance7月14日 21:30
我们很高兴地宣布,Ondo Finance 已收购 @strangelovelabs,以加速我们全栈 RWA 平台的开发。
此次收购显著扩展了 Ondo 的工程和产品能力,以开发基础设施,将 RWAs 大规模上链。
Strangelove 在多个区块链生态系统中开发生产级基础设施方面拥有良好的业绩记录。
其团队为基础技术做出了贡献,涵盖了从互操作性协议和 SDK 框架到自定义链部署的各个方面。
作为收购的一部分,前 Strangelove 首席执行官 Jack Zampolin (@jackzampolin) 将加入 Ondo Finance,担任产品副总裁。
通过此次收购,Ondo 加强了其作为唯一具有全栈代币化资产平台的地位,具备跨链资产发行、协议设计和区块链开发能力。
在这里阅读完整公告:

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美国经济最大的特点是对冒险的奖励。
谷歌的风帆交易(以及Meta的规模交易)为我们提供了另一个经典案例,即联邦政府在不理解二次效应的情况下干预复杂系统。
收购雇佣对初创生态系统至关重要——许多构建出色技术但没有匹配商业模式的初创公司仍然可以退出——为所有早期员工提供流动性。在很大程度上,这些保障使得初创公司的就业成为一个可行的选择。
但这一机制现在正在破裂——他们不是进行标准收购,而是选择性地挖掘人才 + 许可费用以避免监管审查。谷歌以折扣价获得人才和知识产权,同时留下一个空壳公司。
是的,这种情况下有大约1亿美元专门为剩余员工预留。但这是一个危险的先例,减少了使初创公司就业成为聪明、有动力的人可行选择的保障。
这完全是机制设计的问题。

Dave Pack7月14日 04:51
A few weeks ago, I was thrilled for a buddy at @windsurf_ai when the @OpenAI acquisition was announced. I joked in our group chat that he'd be picking up the tab on the next boy's trip.
Now, with Google’s acquihire, the news is devastating.
Here’s what I’ve gathered:
- The top 30 AI engineers + leadership are going to Google.
- Existing employees are getting nothing.
- Even early team members with significant vested equity are reportedly receiving peanuts. I was dm'd by several who asked to remain anonymous
- The company still has a massive cash balance—but is gutted. The employees now own it! They should be so grateful!
Early startup employees are the heroes of this industry. Not founders. Not VCs. These are the people who take real risks: leaving stable jobs, accepting lower salaries, buying into the dream that equity might someday mean something.
They work more hours. They take on more stress. And yes, they sign up for the possibility of a big win.
When that big win actually happens—and people get cut out? It breaks trust in the whole system.
A $3B+ exit is the dream scenario. This is when things go right. This is the top .1% of startups that you dream about as an early-stage employee. This isn't just buy a house money, this is set for life money. If this is what happens when things go right, I can't imagine what this will do to the industry.
Calling it an "acquihire" to dodge regulatory scrutiny while stiffing your team is just greed disguised as compliance.
As a founder, this will hurt us dramatically. Hiring was already getting harder. Post-ZIRP, the salary gap between startups and big tech did shrink however overfunded startups made employees skeptical of equity. I hear more and more early employees negotiating for less equity in favor of cash and have experienced that myself. They think its just a nice bonus if things work out and have been trained to think it' worth $0.
I don't know the solution here but there is a ton of $ to play with on a $3b exit. Even a $250K–$500K bridge for every employee would make a massive difference. There’s enough to do that, and more.
If you're a founder or a VC: this is your wake-up call. If this becomes the norm, startups will be staffed by mercenaries—not missionaries. Equity will mean nothing. The model breaks. Stop being a short term thinker and squeezing every last dollar out of this deal.
Founders: protect your teams.
VCs: do right by the people who made your return possible.
If this is what happens when things go right… why would anyone ever join your startup again? I've seen some great threads on this from @balajis @jordihays @haridigresses
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忘记了人工智能有多好。这是一个模型:

Tyler Tarsi7月15日 01:52
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