PL Capital

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@plcapital

We back computing breakthroughs early.

Globe plcapital.xyz Joined February 2024

68 Following 707 Followers 371 Posts

Latest posts 5

PL Capital @plcapital 2d

Agents are becoming the primary users of the internet. PLC Rails portfolio company @t54ai is building the trust layer for the agentic economy. They were recently spotlighted in the @a16z B2A report.

Businesses need confidence in who agents represent, what they’re authorized to do and the risks involved, before businesses sell to them. That’s what @t54ai trust layer assesses, across 30M+ agent transactions so far.

@chandler_agi and team have been working in the fastest growing space, where millions of personal agents will make better purchase decisions. Proud to support them!

a16z @a16z 3d

The primary users of the Internet are no longer human. They’re AI agents.

As agents move from answering questions to completing tasks, they’ll increasingly decide which products to use, which services to subscribe to, and where to spend money on our behalf.

a16z's Olivia Moore and Justine Moore on the B2A economy: a16z.news/p/welcome-to-t…

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PL Capital @plcapital Nov 2

"AI was inflecting in 2018, 2019, way before the ChatGPT moment. That's where BCI is today. The core companies have been formed, they've gotten it into patients, some are entering market and turning on revenue."

MTS @MTSlive Oct 31

Protocol Labs founder @juanbenet argues brain-computer interfaces are where AI was in 2019, before ChatGPT changed everything:

"In 2010, 2011, I was going around saying AGI is coming sometime in the next 10, 20 years. People would laugh you out of rooms. Now I'm seeing those exact same people being like, oh, AGI is here."

"AI was inflecting in 2018, 2019, way before the ChatGPT moment. That's where BCI is today. The core companies have been formed, they've gotten it into patients, some are entering market and turning on revenue."

"Today you can say people will use brain computer interfaces to interact with their computers, and people still say that's crazy. I’m like, let's just count the number of years until we get there."
@protocollabs

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PL Capital @plcapital Oct 27

PLC Neurotech invests in the companies that restore human capability now, enhance it next, and extend it over the long arc of civilization.

Juan Benet Verified account @juanbenet Oct 27

Neurotech is Humanity’s Next Frontier!

I’ve been investing in neurotech since 2021 and working with teams building BCIs, NeuroAI, and connectomics. It now feels like AI did in ~2019.

We are entering an extraordinary era: neurotech already restores functions, it can enhance our capabilities, and will evolve what it means to be human.

PLC Neurotech is the fund backing the extraordinary founders and defining companies of this booming industry.

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PL Capital @plcapital Oct 21

At @XRPSEOUL and @token2049 this month, PLC Rails GP @laceywisdom challenged several common assumptions about where stablecoins will create value.

In the U.S., undue risk without asymmetric rewards does not make much sense for consumers. Stablecoin yield accounts are a difficult proposition when people can get similar return profiles from insured products. The case is much stronger in emerging markets, where stablecoins can offer FX volatility hedging and USD exposure.

Lacey also argued that Visa and Mastercard are the payment networks of tomorrow. That does not mean stablecoins can’t play an important role. It means companies need to focus on hard problems existing payment networks do not (or cannot) solve today — or on upgrading what is still broken. They win by building the things Visa was never designed to do.

Even if stablecoins live up to their potential, consumers may never know what a stablecoin is. Most people don’t know what XMTP or RSS are, despite using the stack built on top of these protocols daily. Stablecoin infrastructure will have won when it works the same way: useful, embedded, and largely invisible.

PL Capital @plcapital Oct 16

Zama has officially passed more than $100M shielded on @Morpho with their confidential vaults

@plcapital has supported @zama since we led their Series A & we know there is so much more to come 📈

Zama @zama Oct 15

MILESTONE:

$100M+ is now earning yield on @Morpho using confidential tokens.

The same curators and strategies institutional capital already uses. Positions and earnings stay encrypted onchain.

Deposit and earn at app.zama.org/earn

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