Rex Salisbury
@rexsalisbury
Founder & GP @ Cambrian VC (pre-seed/seed in fintech). http://cambrian.vc. ex Partner @a16z fintech. +1 @amdulin.
1/ Excited to announce the launch of @Cambrian_HQ 's inaugural $20 million fund to back the next generation of fintech founders! Incredibly grateful for my time at @a16z, and, now, exited to share how I ended up as a solo capitalist by way of community building. 🧵 👇
Watch Claude's new AI agent build a DCF live on-stage in <2 minutes. Fully auditable spreadsheet w/ links back to source. 🤯 If you're a founder building "AI agents for investment bankers" this is scary. If you're a financial analyst, this is exciting (work just got easier!),…
Incumbent banks have the most asinine “rewards”. Table stakes.

partnering w/ Open AI for checkout is going to be the best or the worst thing that ever happened to @Shopify.
Prison population is falling faster than I realized.
If current trends hold, the US prison population is set to decline by 60% compared to 2009. That would knock our incarceration rate down to about 200 per 100k residents, which today would rank 75th highest among all countries. We’re currently 5th highest.
doctors should not be protected from competition - full practice authority for PAs etc (lots of states do this, health outcomes have been same and costs less) - increase number of residences - let medical professionals practice across state lines - yes, even let consumers access…
Extremely disturbing trend is allowing physicians trained overseas to practice in the US wo American training. Medical Education overseas is NOT of the same quality as that in the US. Patients will suffer.
funny that cashapp press releases put their headquarters as "distributed / SF". does anyone else do this?

200 trips to the moon and counting...congrats to the @Waymo team!
Exciting milestone: 100M rider-only miles across 5 major U.S. cities, serving 250k+ trips every week, and most importantly making our roads safer! Exponential growth is exhilarating… looking forward to 1B and beyond!
new investment thesis: want to invest in companies tokenizing crypto. brb buying microstrategy...
public markets have tokenized ~10-200x more crypto than crypto has tokenized equity in real world assets. Bitcoin ETFs alone are over ~$150 billion AUM.
SF still best place to do VC, welcome home Nichole!
Moving back to SF next month after being away for six years. Cannot wait! Lets get coffee, lunch or come swing by the office.